Added to YB: 2026-02-13
Pitch date: 2026-02-11
SOFW.TA [bearish]
SofWave Medical Ltd.
-13.55%
current return
Author Info
No bio for this author
Company Info
SofWave Medical Ltd. engages in the development, production, marketing, and distribution of non-invasive medical technology for skin firming and rejuvenation, tissue renewal, treatment of muscle, aging, and other physiological change in Israel, the United States, Europe, Southeast Asia, the Middle East, and internationally.
Market Cap
ILS 536.6M
Pitch Price
ILS 37.70
Price Target
1.5K (+3416%)
Dividend
N/A
EV/EBITDA
57.97
P/E
106.11
EV/Sales
5.74
Sector
Health Care Equipment and Supplies
Category
value
SofWave Medical Bear Thesis
SOFW.TA (bear thesis): Ultrasound skin device works at 1.5mm depth (vs 4.5mm needed for real lifting), limiting TAM to 30-45yr olds vs lucrative 50+ market. Trades 4.8x sales vs INMD 1.2x despite 4% op margin vs their 20%. China expansion risky (sell-in vs sell-through). Reminds of INMD crash post-hype. Peptide biotech emerging as cheaper alternative. Retention key risk.
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