Added to YB: 2026-03-10
Pitch date: 2026-03-06
INMD [neutral]
InMode Ltd.
-2.6%
current return
Author Info
No bio for this author
Company Info
InMode Ltd. designs, develops, manufactures, and markets minimally invasive aesthetic medical products based on its proprietary radio frequency assisted lipolysis and deep subdermal fractional radiofrequency technologies in the United States, Europe, Asia, and internationally.
Market Cap
$838.2M
Pitch Price
$13.10
Price Target
24.00 (+83%)
Dividend
N/A
EV/EBITDA
3.24
P/E
9.25
EV/Sales
0.79
Sector
Health Care Equipment and Supplies
Category
special_situation
Why I’m Watching (But Not Buying) InMode
INMD (watchlist): Market cap $860M w/ $548M cash, zero debt; real business value $312M vs $87-92M EBIT = 3.5x. Hired BofA Feb 2026 for strategic review: 60% chance buyout at $20-24/share, 30% mega-buyback of 35-50% shares, 10% status quo. 80-85% gross margins, razor-blade model, recurring consumables revenue. Risks: Israel discount, tariffs, legal fog (June court ruling key), GLP-1 fears (actually tailwind for skin tightening post-weight loss). Dhandho setup: heads win big, tails protected by cash floor.
Read full article (7 min)