Added to YB: 2026-02-13
Pitch date: 2026-02-11
SOFW.TA [bearish]
SofWave Medical Ltd.
-13.53%
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 rejuvenation and firming treatments in Israel and internationally.
Market Cap
ILS 398.0M
Pitch Price
ILS 37.70
Price Target
1.5K (+3416%)
Dividend
N/A
EV/EBITDA
83.82
P/E
565.43
EV/Sales
4.84
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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