Added to YB: 2026-05-27
Pitch date: 2026-05-25
ITGR [neutral]
Integer Holdings Corporation
+1.22%
current return
Author Info
Company Info
Integer Holdings Corporation operates as a medical device contract development and manufacturing company in the United States, Costa Rica, Puerto Rico, Ireland, and internationally.
Market Cap
$3.0B
Pitch Price
$89.05
Price Target
130.00 (+46%)
Dividend
N/A
EV/EBITDA
11.50
P/E
22.50
EV/Sales
2.37
Sector
Health Care Equipment and Supplies
Category
special_situation
Monday brief - Some events to pay attention to and additional AI musings ($ITGR)
ITGR (update): Med-device CDMO launched strategic review after 1Q26 earnings; mgmt issued CIC retention bonuses (CEO gets $1.75M cash, $9.7M+ in accelerated equity at $78.43). Irenic (3%+ stake) pushed for sale; received $110-$115/share bids in 2024. Peers sold at 16-20x EBITDA vs ITGR's ~11x. Target $120-$130 (~14-15x EBITDA, 50%+ upside).
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