Added to YB: 2026-03-19
Pitch date: 2026-03-17
LNSR [bullish]
LENSAR, Inc.
-27.96%
current return
Author Info
Company Info
LENSAR, Inc., a commercial-stage medical device company, focuses on designing, developing, and marketing laser systems for the treatment of cataracts and the management of pre-existing or surgically induced corneal astigmatism in the United System, Europe, Asia, South Korea, and internationally.
Market Cap
$72.1M
Pitch Price
$7.26
Price Target
14.00 (+168%)
Dividend
N/A
EV/EBITDA
-3.65
P/E
-2.08
EV/Sales
1.21
Sector
Health Care Equipment and Supplies
Category
special_situation
LNSR Terminates Deal - Is It Worth More Than the $14/Share?
LNSR: Deal w/ Alcon terminated after FTC delays, stock -24% AH to $7.85. Co keeps $10M deposit + new Wells Fargo credit line. Now at 1.5x FY26 EV/Sales (~$91M mkt cap AH vs $122M reg hrs). Author sees path back >$14/share on intl ALLY system launch momentum from Feb '25 thesis when stock was $9.29 (hit $18 in <1mo). Arb overhang clearing post-termination.
Read full article (2 min)