ICU Medical Extends Executive Severance Plan for Leadership Stability
ICU Medical has extended its Executive Severance Plan until December 31, 2028, to ensure leadership stability and retention. This amendment, approved by the Board Compensation Committee, aims to support long-term strategic planning and enhance executive confidence. An analyst has rated ICUI stock as a Buy with a $178.00 price target, although Spark, TipRanks' AI Analyst, provides a Neutral rating citing profitability and leverage concerns, partially offset by improving cash flow and constructive 2026 guidance.
ICU Medical resolves Smiths Medical warning letter, posts mixed Q4
ICU Medical (ICUI) shares dipped slightly after reporting mixed fourth-quarter results, despite resolving a broad FDA warning letter related to its Smiths Medical business. The company posted losses of $15.7 million on sales of $540.7 million for Q4 2025, marking a 34% bottom-line gain against a 14.1% sales decrease. The resolution of the FDA warning letter, which predated ICU Medical's acquisition of Smiths Medical, was announced during their earnings call.
KeyBanc raises ICU Medical stock price target on margin outlook
KeyBanc has increased its price target for ICU Medical Inc. shares to $180 from $175, while maintaining an Overweight rating. This revision is based on improved margin expectations and the company's strong performance, including exceeding Q4 expectations and providing a positive 2026 outlook with anticipated mid-single-digit organic growth and gross margin increases. The stock is currently trading below its InvestingPro Fair Value estimate, with analysts remaining bullish.
ICU Medical Q4 Earnings Call Highlights
ICU Medical reported $536 million in Q4 2025 revenue, achieving 2% organic growth, and outlined a positive 2026 outlook with expected low-to-mid single-digit organic growth and gradual margin expansion. The company made significant progress on regulatory fronts, including the closure of an FDA warning letter and advancements in manufacturing and ERP integration. Management emphasized improving free cash flow to pay down debt, targeting a 2x net leverage by early 2027, before considering shareholder returns.
ICU Medical (ICUI) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
ICU Medical (ICUI) reported Q4 2025 revenue of $535.94 million, a 13.8% decrease year-over-year, but exceeded the Zacks Consensus Estimate by 1.32%. The company's EPS came in at $1.91, beating the consensus estimate of $1.68 by 13.52%. Key metrics like revenue from Vital Care and Consumables surpassed analyst expectations, while Infusion Systems revenue was slightly below estimates.
ICU Medical's (NASDAQ:ICUI) Q4 CY2025: Beats On Revenue
ICU Medical (NASDAQ:ICUI) reported Q4 CY2025 revenue of $540.7 million, surpassing analyst estimates by 1.9%, despite a 13% year-on-year decline. The company's non-GAAP EPS of $1.91 significantly beat consensus by 12.8%. While current demand has slowed, ICU Medical provided positive guidance for fiscal year 2026 adjusted EPS.
ICU Medical (ICUI) Q4 Earnings and Revenues Surpass Estimates
ICU Medical (ICUI) reported Q4 earnings of $1.91 per share, exceeding the Zacks Consensus Estimate of $1.68, despite being lower than the $2.11 reported a year ago. The company's revenues for the quarter were $535.94 million, also surpassing the Zacks Consensus Estimate. While ICU Medical has outperformed the market year-to-date, its stock currently holds a Zacks Rank #3 (Hold), suggesting it's expected to perform in line with the market in the near future.
ICU Medical Announces Fourth Quarter 2025 Results and Provides Fiscal Year 2026 Guidance
ICU Medical, Inc. announced its financial results for the fourth quarter of 2025, reporting a revenue of $540.7 million and a GAAP net loss of $(15.7) million. The company also provided its fiscal year 2026 guidance, projecting GAAP net income between $26 million and $44 million, and adjusted EBITDA in the range of $400 million to $430 million. These results were discussed in a conference call held on February 19, 2026.
ICU Medical Announces Fourth Quarter 2025 Results and Provides Fiscal Year 2026 Guidance
ICU Medical (Nasdaq: ICUI) announced its fourth-quarter 2025 financial results, with total revenue reaching $540.7 million. The company reported a GAAP net loss of $(15.7) million for the quarter, or $(0.64) per diluted share, and provided fiscal year 2026 guidance including estimated GAAP net income between $26 million and $44 million and adjusted EBITDA between $400 million and $430 million.
ICU Medical Inc (ICUI) Trading Down 3.09% on Feb 19
Shares of ICU Medical Inc (ICUI) fell 3.09% in mid-day trading on February 19th, reaching an intraday low of $146.37 before closing at $146.91. Wall Street analysts have an average target price of $181.40 for ICUI, implying a 23.48% upside, and an "Outperform" consensus recommendation. However, GuruFocus estimates a GF Value of $126.04, suggesting a 14.21% downside from the current price.
ICU Medical: Q4 Earnings Snapshot
ICU Medical Inc. reported a fourth-quarter loss of $15.7 million, or 64 cents per share. Despite the loss, the company's adjusted earnings of $1.91 per share and adjusted revenue of $535.9 million surpassed Wall Street expectations. For the full year, ICU Medical reported a profit of $732,000 on revenue of $2.21 billion and anticipates full-year earnings between $7.75 and $8.45 per share.
ICU Medical earnings up next: Can infusion leader sustain momentum?
ICU Medical is set to report its fourth-quarter results, with analysts expecting a sequential decline in earnings and revenue compared to a strong third quarter. Despite this, Wall Street maintains an optimistic long-term outlook with an average price target implying a 19% upside. Investors will be watching for management's commentary on 2026 visibility, order trends, hospital spending, and margin sustainability, especially given the company's strategic positioning in the evolving infusion systems market.
ICU Medical: Fourth Quarter Earnings Overview
ICU Medical Inc. reported a net loss of $15.7 million for its fourth quarter, or 64 cents per share. However, adjusted earnings per share reached $1.91, surpassing analysts' expectations of $1.68. The medical device manufacturer also exceeded revenue anticipations, generating $540.7 million, with adjusted revenue at $535.9 million.
What To Expect From ICU Medical's (ICUI) Q4 Earnings
ICU Medical (ICUI) is scheduled to report its Q4 earnings this Thursday. Analysts anticipate a 14.6% year-on-year revenue decline to $530.9 million and adjusted earnings of $1.69 per share. Despite a general underperformance in the healthcare equipment sector, ICU Medical has consistently beaten revenue estimates over the past two years.
ICU Medical (NASDAQ:ICUI) Stock Rating Upgraded by Wall Street Zen
Wall Street Zen has upgraded ICU Medical (ICUI) from a "hold" to a "buy" rating, reflecting increased analyst confidence. This upgrade aligns with other firms like KeyCorp and Piper Sandler, which have raised their price targets for the stock. Despite a negative P/E ratio and some differing ratings, the company holds a "Moderate Buy" consensus and a target price significantly above its current trading price.
Why (ICUI) Price Action Is Critical for Tactical Trading
This article analyzes Icu Medical Inc. (NASDAQ: ICUI), highlighting a weak near-term sentiment but an exceptional 40.6:1 risk-reward setup targeting an 11.8% gain versus 0.3% risk. It provides three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide tactical trading decisions. The analysis emphasizes the importance of AI-generated signals for optimizing positions and managing risk.
Allianz Asset Management GmbH Trims Stake in ICU Medical, Inc. $ICUI
Allianz Asset Management GmbH reduced its stake in ICU Medical, Inc. by 64.3% in the third quarter, selling 20,896 shares and retaining 11,610 shares valued at $1.393 million. Despite this reduction, other hedge funds increased their positions in the medical instruments supplier. ICU Medical currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $175.67.
ICU Medical (ICUI) Expected to Announce Earnings on Thursday
ICU Medical (NASDAQ:ICUI) is expected to announce its Q4 2025 earnings after market close on Thursday, February 19th, with analysts projecting earnings of $1.68 per share and revenue of $541.2 million. The company has seen significant institutional buying in Q3, with major firms increasing their positions, and institutions collectively own about 96.1% of the stock. MarketBeat indicates a "Moderate Buy" consensus rating for ICUI, with an average price target of $175.67.
ICU Medical Insiders Added US$2.63m Of Stock To Their Holdings
Insiders at ICU Medical, Inc. (NASDAQ:ICUI) have substantially increased their holdings in the past year, with US$2.63 million worth of stock added. CEO Vivek Jain made a significant purchase of US$2.5 million in shares at US$113, though the current price is US$148. While there has been recent insider selling totaling US$441k by President Daniel Woolson over the last three months, the overall trend for the past year shows more buying than selling.
ICU Medical, Inc. (NASDAQ:ICUI) Given Average Rating of "Moderate Buy" by Analysts
ICU Medical, Inc. (NASDAQ:ICUI) has received an average "Moderate Buy" rating from five brokerages, with a mean one-year price target of $175.67. This comes after recent upgrades from KeyCorp and Piper Sandler, and the company reported exceeding Q4 earnings and revenue consensus estimates, though revenue was down year-over-year. Institutional investors own a significant portion of the stock, while recent insider sales have reduced holdings.
ICU Medical (NASDAQ:ICUI) Downgraded to "Hold" Rating by Wall Street Zen
Wall Street Zen has downgraded ICU Medical (NASDAQ:ICUI) from a "buy" to a "hold" rating. The company's stock currently has a "Moderate Buy" consensus rating among analysts with an average target price of $175.67, despite mixed analyst views which include both "overweight" and "sell" ratings. ICU Medical recently surpassed quarterly EPS estimates but saw an 8.9% year-over-year decrease in revenue, with a negative net margin of -0.32%.
ICU Medical Announces Q4 2025 Earnings Release Schedule
ICU Medical (ICUI) has announced its Q4 2025 earnings will be released on February 19, 2026, at 4:00 p.m. ET, followed by a conference call at 4:30 p.m. ET on the same day. The medical products company is a global leader in infusion systems and critical care products, aiming to enhance investor understanding through transparency and in-depth analysis of its financial results. Analysts currently forecast a moderate buy for ICUI, with an average 1-year price target of $173.50.
ICU Medical Announces Time of Fourth Quarter 2025 Earnings Conference Call
ICU Medical, Inc. (Nasdaq: ICUI) has announced that it will release its fourth-quarter 2025 earnings on Thursday, February 19, 2026, at approximately 4:00 p.m. ET. A conference call to discuss these results will follow at 4:30 p.m. ET on the same day. Interested parties can access the call via phone or webcast through the company's website.
ICU Medical sets Feb. 19 call to review Q4 2025 results
ICU Medical (Nasdaq: ICUI) has announced that it will release its fourth-quarter 2025 earnings results on Thursday, February 19, 2026, at approximately 4:00 p.m. ET. A conference call concerning these results will follow at 4:30 p.m. ET. Investors can access the call via phone or webcast through the company's website.
ICU Medical Announces Time of Fourth Quarter 2025 Earnings Conference Call
ICU Medical, Inc. (Nasdaq: ICUI) announced its fourth quarter 2025 earnings release and conference call. The company will release results on Thursday, February 19, 2026, at approximately 4:00 p.m. ET, with the conference call to follow at 4:30 p.m. ET. The call will be accessible by phone and a simultaneous webcast on the company's website.
ICU Medical Announces Time of Fourth Quarter 2025 Earnings Conference Call
ICU Medical, Inc. (Nasdaq: ICUI) announced its fourth quarter 2025 earnings release will occur on Thursday, February 19, 2026, at approximately 4:00 p.m. ET. A conference call discussing these results will follow at 4:30 p.m. ET on the same day. The call can be accessed via phone or a webcast on the company's website.
WCM Investment Management LLC Trims Position in ICU Medical, Inc. $ICUI
WCM Investment Management LLC has reduced its stake in ICU Medical, Inc. by 12.3% during the third quarter, now holding 207,441 shares valued at $24.28 million. Despite this, other institutional investors like River Road Asset Management LLC and Norges Bank increased their positions. The article also provides a financial overview of ICU Medical, including its recent earnings beat and analyst ratings.
Understanding Momentum Shifts in (ICUI)
The article analyzes Icu Medical Inc. (ICUI) through AI models, indicating a neutral sentiment across all time horizons, suggesting sideways action. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis highlights full alignment in neutral sentiment and elevated downside risk due to a lack of long-term support signals.
Federated Hermes Inc. Grows Stock Position in ICU Medical, Inc. $ICUI
Federated Hermes Inc. significantly increased its stake in ICU Medical, Inc. (NASDAQ:ICUI) by 56.5% in the third quarter of 2025, now holding 290,292 shares valued at $34.8 million. Analyst sentiment for ICU Medical is mixed but leans positive, with a "Moderate Buy" consensus and an average price target of $175.67. Despite beating quarterly earnings and revenue estimates, the company experienced an 8.9% year-over-year revenue decline and negative net margin, while providing FY2025 EPS guidance of $7.35-$7.65.
Shareholders in ICU Medical (NASDAQ:ICUI) Have Lost 29%, as Stock Drops 5.4% This Past Week
ICU Medical (NASDAQ:ICUI) shareholders have experienced a 29% loss over the past five years, despite a recent 25% gain in the last quarter, with the stock dropping 5.4% this past week. The company, which is not currently profitable, has shown a respectable 14% annual revenue growth over five years. Analysts point out that insider purchases have occurred, but caution against investing in loss-making companies without strong top-line growth.
The Truth About ICU Medical Inc: Why Wall Street Is Quietly Watching This Sleeper Stock
ICU Medical Inc (ICUI) is a med-tech company specializing in essential hospital equipment like infusion systems, IV sets, and vascular access products. While not a social media sensation, institutional investors are increasingly taking notice. The article suggests ICUI could be a compelling long-term investment for those focused on fundamentals and healthcare infrastructure rather than speculative trading, despite facing competition from larger players like Becton, Dickinson and Company.
Is Slowing Revenue And Expected Sales Decline Altering The Investment Case For ICU Medical (ICUI)?
ICU Medical (ICUI) faces challenges as its recent annual revenue growth lagged healthcare peers and analysts predict a significant sales decline. This softening outlook, combined with a valuation that may still be above fair value despite recent retreats, puts pressure on the company to demonstrate operational efficiency and integration execution. Investors are urged to consider multiple perspectives on the company's intrinsic value before making investment decisions.
Is Slowing Revenue And Expected Sales Decline Altering The Investment Case For ICU Medical (ICUI)?
ICU Medical (ICUI) is facing questions regarding its investment narrative due to lagging revenue growth of 2.1% over the past two years and an expected sales decline of 7.7% in the next 12 months. This challenging demand outlook puts pressure on the company to demonstrate sustainable profitability through cost discipline and integration execution, especially as its shares may be trading above fair value. Investors are encouraged to consider multiple perspectives before making investment decisions, as the softer sales outlook could test the justification of any perceived discount.
Is Slowing Revenue And Expected Sales Decline Altering The Investment Case For ICU Medical (ICUI)?
ICU Medical (ICUI) is facing an investment reassessment due to its slow revenue growth over the past two years (2.1%) and an expected sales decline of 7.7% in the next year. This challenging demand outlook raises questions about the company's valuation, which some analysts believe is already at a premium to its fair price-to-sales multiple, despite trading below some intrinsic value estimates. The company's investment narrative now heavily relies on operational improvements, cost discipline, and integration execution to offset the weakening sales trajectory.
Assessing ICU Medical (ICUI) Valuation As Growth Slows And Sales Are Forecast To Decline
ICU Medical (ICUI) is under investor scrutiny due to projected slower revenue growth and an estimated 7.7% sales decline over the next year, contrasting with a 24.2% share price increase over the last three months. Despite these concerns, its valuation narrative suggests it is 15.6% undervalued, with a fair value pegged at $180.83 per share due to its innovation pipeline and potential for increased recurring revenues. However, this valuation depends on manageable tariffs and regulatory scrutiny.
Assessing ICU Medical (ICUI) Valuation As Growth Slows And Sales Are Forecast To Decline
ICU Medical (ICUI) is attracting attention due to slower expected revenue growth and a forecast 7.7% sales decline over the next year, despite a 24.2% share price increase over three months. The company's valuation narrative suggests it is 15.6% undervalued, with a fair value pegged at $180.83 per share, driven by an innovation pipeline and integration of new platforms. However, this valuation depends on manageable tariffs and stable regulatory scrutiny.
Emerald Mutual Fund Advisers Trust Purchases Shares of 9,138 ICU Medical, Inc. $ICUI
Emerald Mutual Fund Advisers Trust initiated a new position in ICU Medical, acquiring 9,138 shares valued at approximately $1.096 million in Q3, contributing to the overall institutional ownership of 96.10%. The company recently beat Q3 EPS estimates, and analysts have issued "Moderate Buy" ratings with an average target price of $175.67. Insider selling has also been noted, with the stock trading around $152.67.
Closed System Transfer Devices Market By Top Trending Companies- ICU Medical Inc., B. Braun Melsungen AG, JMS Co. Ltd., Equashield LLC., Corvida Medical
The global closed system transfer devices market is experiencing growth driven by increased emphasis on occupational safety for healthcare workers handling hazardous drugs, rising administration of toxic therapies, and regulatory scrutiny. Factors influencing this market's development include procurement budgets, reimbursement policies, and the standardization of pharmacy compounding practices. Key companies leading this market include ICU Medical Inc., B. Braun Melsungen AG, and Equashield LLC.
Avoiding Lag: Real-Time Signals in (ICUI) Movement
This article provides an analysis of Icu Medical Inc. (ICUI) stock movements, highlighting strong near-term and mid-term sentiment. It outlines distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The report also includes a multi-timeframe signal analysis, indicating support and resistance levels for different temporal horizons.
Inscription Capital LLC Purchases 6,718 Shares of ICU Medical, Inc. $ICUI
Inscription Capital LLC significantly increased its stake in ICU Medical, Inc. by 407.9%, now holding 8,365 shares valued at over $1 million. The medical instruments supplier reported strong Q3 results, beating EPS and revenue estimates, and analysts have set an average "Moderate Buy" rating with a price target of $175.67. Despite positive institutional activity, some insiders recently sold small portions of their shares.
Why ICU Medical, Inc. (NASDAQ:ICUI) Could Be Worth Watching
ICU Medical (NASDAQ:ICUI) has seen a significant share price rise of 36% recently, yet it is still considered undervalued by Simply Wall St's analysis with an intrinsic value of $257.03 against its current trading price of US$155. While its near-term growth outlook for revenue is a modest 8.5%, its current undervaluation and stable share price (low beta) suggest it could be an opportune time for investors to accumulate the stock, despite some warning signs noted in their analysis.
Stocks Showing Improved Relative Strength: ICU Medical
ICU Medical (ICUI) has seen its Relative Strength (RS) Rating improve from 70 to 77, indicating better share price performance compared to other stocks. This proprietary rating by Investor's Business Daily, which ranges from 1 to 99, assesses a stock's technical strength. The article highlights this upgrade and several related past RS rating increases for ICU Medical.
Why ICU Medical, Inc. (NASDAQ:ICUI) Could Be Worth Watching
ICU Medical, Inc. (NASDAQ:ICUI) has seen a significant share price rise of 36% recently but is still considered undervalued according to Simply Wall St's analysis, trading at US$155 against an intrinsic value of $257.03. While its top-line growth is expected to be a modest 8.5% in the coming years, the current undervaluation might present a buying opportunity for investors. However, potential investors are advised to consider other factors like capital structure, management's track record, and existing risks before making an investment decision.
ICU Medical (NASDAQ:ICUI) shareholders have endured a 29% loss from investing in the stock five years ago
ICU Medical (NASDAQ:ICUI) shareholders have experienced a 29% loss over the past five years, despite a recent 31% gain in the last three months. The company's revenue has increased by 14% annually over the last five years, but its share price has fallen by 5% each year during the same period. Analyst forecasts and insider buying suggest potential for a turnaround, despite current market underperformance.
JPM26: ICU Medical hopeful to ‘get out of the woods’ soon
ICU Medical is focused on innovation in faster-growth niches like in-home infusion, oncology, dialysis, and biologics-related infusion, having invested over $100m to unify its infusion pump portfolio. The company aims to expand its gross margin towards 40% and transition from a "razor and razor blade" model to an analytics and software company by creating connected devices for data-driven decision-making, despite past FDA issues. CEO Vivek Jain emphasizes continuous innovation for patient safety, clinical efficacy, and workflow improvement.
ICU Medical, Inc. $ICUI Shares Bought by Pacific Capital Partners Ltd
Pacific Capital Partners Ltd increased its stake in ICU Medical, Inc. (NASDAQ:ICUI) by 19% during the third quarter, making it their largest portfolio position. This comes as two insiders recently sold shares, reducing their holdings. Despite varied analyst ratings, the company has a "Moderate Buy" consensus, and recently beat EPS estimates, though revenue saw a year-over-year decline.
ICU Medical (ICUI) Stock Analysis: A 19.61% Upside Awaits Investors in the Healthcare Sector
ICU Medical, Inc. (ICUI) shows a potential 19.61% upside, supported by optimistic analyst ratings and a robust free cash flow of $213.79 million, despite recent revenue decline and negative EPS. The company, a specialist in infusion therapy devices, is reinvesting earnings for growth and innovation. Technical indicators also suggest positive momentum, making it a compelling case for investors seeking growth in the healthcare sector.
ICU Medical, Inc. (NASDAQ:ICUI) Receives Average Recommendation of "Moderate Buy" from Brokerages
ICU Medical, Inc. (NASDAQ:ICUI) has received an average "Moderate Buy" recommendation from five brokerages. The company beat Q3 earnings estimates with $2.03 EPS and provided a positive FY2025 guidance. Insider selling activity was noted, though institutions hold a significant majority of the stock.
Are Investors Undervaluing ICU Medical, Inc. (NASDAQ:ICUI) By 41%?
ICU Medical, Inc. (NASDAQ:ICUI) is estimated to be 41% undervalued based on a Discounted Cash Flow (DCF) model, with a fair value of US$256 compared to its current share price of US$152. The analysis, performed by Simply Wall St, suggests a significant discount, although the analyst price target of US$181 is lower than this fair value. Investors should consider the assumptions made in the DCF model and other factors like debt coverage and future revenue forecasts.
ICU Medical (NASDAQ:ICUI) Rating Increased to Buy at Wall Street Zen
Wall Street Zen has upgraded ICU Medical (ICUI) from "hold" to "buy," with a consensus price target of $175.67. This comes after the medical instrument supplier beat quarterly expectations for EPS and revenue, though revenue saw an 8.9% year-over-year decline. Despite some insider selling, institutional ownership remains high at 96.1%.
