Integer (NYSE:ITGR) Shares Gap Up on Earnings Beat

Integer Holdings Corporation (NYSE:ITGR)’s share price gapped up before the market opened on Thursday after the company announced better than expected quarterly earnings. The stock had previously closed at $86.48, but opened at $100.00. Integer shares last traded at $91.5840, with a volume of 488,245 shares traded.

The medical equipment provider reported $1.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.70 by $0.06. Integer had a net margin of 4.75% and a return on equity of 12.84%. The company had revenue of $472.06 million during the quarter, compared to analysts’ expectations of $462.73 million. During the same period last year, the company posted $1.43 earnings per share. The firm’s quarterly revenue was up 5.0% compared to the same quarter last year. Integer has set its FY 2026 guidance at 6.290-6.780 EPS.

Integer announced that its board has initiated a stock repurchase program on Tuesday, November 4th that allows the company to repurchase $200.00 million in shares. This repurchase authorization allows the medical equipment provider to reacquire up to 8.3% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its shares are undervalued.

Integer News Roundup

Here are the key news stories impacting Integer this week:

• Positive Sentiment: Q4 beat on the fundamentals — GAAP/adjusted EPS of $1.76 beat the ~ $1.70 consensus and revenue of $472.1M topped estimates, with revenue up ~5% year-over-year. This confirms continued top-line growth and margin improvement. Zacks: Integer Surpasses Q4 Estimates
• Positive Sentiment: Management reiterated a full-year outlook that preserves the company’s October targets (midpoint maintained), including expectations for above-market organic growth into 2027 — a longer-term growth signal. GlobeNewswire: Q4 & FY-2025 Results
• Neutral Sentiment: FY-2026 guidance is a range: EPS $6.29–$6.78 and revenue ~$1.8B–$1.9B — broadly in line with Street expectations but wide enough that the market will focus on where management expects to land in the range. Analysts’ consensus sits near the low end of that range. Investor Presentation / Press Release
• Negative Sentiment: Investors reacted negatively despite the beat — the earnings call and slide deck contained cautious commentary and the EPS guidance lower bound sits just below consensus, which likely created uncertainty about near-term cadence and margins. Heavy intraday volume suggests the beat wasn’t enough to offset those concerns. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Valuation/technical context may amplify selling: the stock trades below its 200‑day moving average with a relatively high P/E (~35), so any guidance nuance or execution risk can prompt downside as investors re‑price growth expectations. Zacks: Key Metrics vs Estimates

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Benchmark reissued a “hold” rating on shares of Integer in a report on Friday, October 24th. Argus lowered shares of Integer from a “buy” rating to a “hold” rating in a research report on Friday, October 24th. Wells Fargo & Company reaffirmed an “equal weight” rating and set a $80.00 target price (down from $132.00) on shares of Integer in a report on Friday, October 24th. Raymond James Financial reissued an “outperform” rating and set a $95.00 price objective (down from $143.00) on shares of Integer in a research note on Friday, October 24th. Finally, Piper Sandler reduced their price target on shares of Integer from $155.00 to $82.00 and set an “overweight” rating for the company in a research report on Friday, October 24th. Four equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Integer presently has a consensus rating of “Hold” and a consensus target price of $98.38.

Institutional Trading of Integer

Large investors have recently made changes to their positions in the business. Emerald Advisers LLC raised its stake in shares of Integer by 1,542.0% in the second quarter. Emerald Advisers LLC now owns 103,824 shares of the medical equipment provider’s stock worth $12,767,000 after purchasing an additional 97,501 shares during the last quarter. New York State Common Retirement Fund lifted its holdings in Integer by 12.0% in the third quarter. New York State Common Retirement Fund now owns 267,613 shares of the medical equipment provider’s stock valued at $27,652,000 after acquiring an additional 28,650 shares during the last quarter. Massachusetts Financial Services Co. MA acquired a new position in Integer during the third quarter worth $41,938,000. Public Sector Pension Investment Board increased its position in shares of Integer by 14.9% during the third quarter. Public Sector Pension Investment Board now owns 136,632 shares of the medical equipment provider’s stock worth $14,118,000 after acquiring an additional 17,699 shares during the period. Finally, Wakefield Asset Management LLLP purchased a new stake in shares of Integer in the 2nd quarter valued at approximately $1,118,000. Institutional investors own 99.29% of the company’s stock.

Integer Stock Down 4.1%

The firm’s 50-day moving average price is $82.58 and its two-hundred day moving average price is $88.41. The firm has a market cap of $2.91 billion, a PE ratio of 34.72, a P/E/G ratio of 0.80 and a beta of 0.77. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.45 and a current ratio of 3.71.

About Integer

Integer Holdings Corporation (NYSE: ITGR) is a global provider of outsourced medical device design, development and manufacturing solutions. The company partners with leading medical technology firms to deliver complex components, subsystems and finished devices across a range of therapeutic areas. Its services encompass concept and product design, precision machining, microelectronic assembly, terminal sterilization and regulatory support, enabling customers to accelerate time to market and optimize product performance.

Integer’s product portfolio is organized into two core segments: Advanced Delivery and MedTech.