Added to YB: 2026-05-13
Pitch date: 2026-03-02
INGN [bullish]
Inogen, Inc.
+9.97%
current return
Author Info
No bio for this author
Company Info
Inogen, Inc., a medical technology company, develops, manufactures, and markets respiratory health products in the United States and internationally.
Market Cap
$191.8M
Pitch Price
$6.02
Price Target
11.00 (+57%)
Dividend
N/A
EV/EBITDA
-16.87
P/E
-7.65
EV/Sales
0.28
Sector
Health Care Equipment and Supplies
Category
value
Inogen, Inc. - $INGN
INGN: POC mfr at $45M EV vs $120M cash, zero debt. FY25 $349M rev (+4%), $3M adj EBITDA (1st profit since FY21). Mgmt targets HSD rev growth, +10% EBITDA margin 3-5yr; $30M buyback (20% CSO). Yuwell PIPE ($27M @ ~$10.36/sh, now 10% owner) enables SOC/CPAP entry & China distro (2H26 approval). PT $11 on FY28e $20M EBITDA @ 8.5x (core only). China (100M COPD pts, 3-4% penetration), CPAP ($2B US mkt), SOC attach = option upside. Risk: execution, Yuwell IP, regulatory delay.
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