B+
Bull case
20%
Probability
Target price
$55.00
Analysis reference price unavailable
Analysis 2026-10-07 · RankAlpha Sentiment Codex
CNMD
CONMEDCNYSE / Health Care Equipment & Services
Last Price
Quote time unavailable
Current thesis
Q2 organic constant-currency sales grew 6.0%, and management reported growth across Orthopedic Surgery and General Surgery. Sustained growth in AirSeal, Buffalo Filter and BioBrace could make the post-GI-exit sales mix more attractive.
Posture
Mixed
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-10-28 · AMC.
What can break
AirSeal's expanded indicated compatibility has no disclosed adoption or revenue contribution in the checked release. [#SEC-8K-2026-07-29]
Momentum
59
Value
66
Sentiment
44
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $44.00 · Bull $55.00 · Bear $33.00Analysis 2026-10-07; returns require an exact persisted reference.
Earnings
2026-10-28 · AMC
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-27 • Vendor: Data Vendor v1
Scores
As of 2026-10-27 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-07 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-10-27
Investment thesis
As of 2026-10-27
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-27. Definitions
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $45.50
Why
Momentum59 · Δ7d -14.1
Value66 · Δ7d +0.3
Sentiment44 · Δ7d -4.7
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Confirming evidence
- • Next scheduled catalyst: earnings 2026-10-28 · AMC.
- • Value remains the lead driver in the composite, 7D delta +0.3.
Contradictions & invalidation
- • AirSeal's expanded indicated compatibility has no disclosed adoption or revenue contribution in the checked release. [#SEC-8K-2026-07-29]
- • Reported revenue may remain weak while GI product exits obscure underlying growth; Q2 reported sales rose only 0.3%. [#SEC-8K-2026-07-29]
- • Q2 reported sales were nearly flat despite stronger organic growth.
Catalyst clock
2026-10-28 · AMC
Third-quarter results on October 28
Lead driver: Value · See fundamentals
Momentum
59
8% active weight
Current posture
7d trendSoftening
Δ7d
-14.1
Δ21d
-7.4
Value
66
47% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
-0.3
Sentiment
44
45% active weight
Current posture
7d trendSoftening
Δ7d
-4.7
Δ21d
-19.4
Why this grade
Composite grade C. Momentum 58.5 / Value 65.9 / Sentiment 44.0
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-07. Scenario method
Most likely
B
Base case
50%
Probability
Target price
$44.00
Analysis reference price unavailable
Analysis 2026-10-07 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$33.00
Analysis reference price unavailable
Analysis 2026-10-07 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-10-27
Fundamentals (TTM)
As of 2026-10-27
Market Cap
$1.41B
Beta
0.97
Shares Out
29.95M
P/E (TTM)
20.3
P/S (TTM)
0.96
P/FCF (TTM)
10.44
Rev YoY
+0.2%
EPS YoY
+11.0%
Gross Margin
+53.7%
Op Margin
+11.0%
Net Debt
$846.67M
Current Ratio
1.48
As of 2026-10-27 • Updated nightlySource: Internal modelMethods & Data