What Happened?

Shares of medical technology company Integer Holdings (NYSE: ITGR) jumped 3.4% in the morning session after the company reported better-than-expected fourth-quarter 2025 results and provided an encouraging profit forecast for the upcoming year. 

The medical device manufacturer's revenue increased by 5% year-over-year to $472.1 million, surpassing Wall Street's estimates. Its adjusted earnings per share of $1.76 also beat expectations. For the full year of 2025, the company's sales grew by 8%, and its adjusted net income rose by 23%. Looking ahead, Integer provided an adjusted earnings per share forecast for 2026 with a midpoint that was above analysts' projections. The company also announced an additional $50 million accelerated share repurchase program, building on the $50 million of shares it bought back in 2025.

After the initial pop the shares cooled down to $85.60, up 3.1% from previous close.

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What Is The Market Telling Us

Integer Holdings’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The previous big move we wrote about was 1 day ago when the stock gained 4.2% on the news that the company reported better-than-expected fourth-quarter 2025 revenue and earnings, alongside encouraging profit guidance for the upcoming year. The medical device manufacturer's fourth-quarter revenue grew 5% year-over-year to $472.1 million, surpassing Wall Street's estimates. Its adjusted earnings per share (EPS) of $1.76 also beat expectations and marked a 23% increase from the same period in the prior year. Looking ahead, Integer provided an adjusted EPS forecast for 2026 with a midpoint of $6.54, which was 3.8% above analysts' projections. This strong profit outlook likely overshadowed a weaker forecast for flat revenue growth, giving investors reason for optimism.

Integer Holdings is up 11.5% since the beginning of the year, but at $85.60 per share, it is still trading 36.7% below its 52-week high of $135.22 from February 2025. Investors who bought $1,000 worth of Integer Holdings’s shares 5 years ago would now be looking at an investment worth $1,009.

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