B+
Bull case
25%
Probability
Target price
$54.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
CNMD
CONMEDBNYSE / Health Care Equipment & Services
Last Price
Quote time unavailable
Current thesis
The Q2 organic growth rate, adjusted EPS beat, higher EPS guide, and progress on AirSeal, Buffalo Filter, and BioBrace support a cautiously constructive view. Completion of the GI exits may also make underlying growth easier to assess.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +12.4.
What can break
AirSeal growth may improve more slowly than previously expected.
Momentum
89
Value
66
Sentiment
64
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $47.00 · Bull $54.00 · Bear $39.00Analysis 2026-08-03; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-03 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-09
Investment thesis
As of 2026-09-09
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $45.50
Why
Momentum89 · Δ7d -4.9
Value66 · Δ7d -0.0
Sentiment64 · Δ7d +12.4
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta +12.4.
Contradictions & invalidation
- • AirSeal growth may improve more slowly than previously expected.
- • GI portfolio exits continue to pressure reported revenue.
- • Reported revenue remains roughly flat to declining, organic-growth guidance narrowed, AirSeal is below expectations, and U.S.
Catalyst clock
2026-07-29
Q2 beat with higher EPS guidance but narrower organic-sales outlook
Lead driver: Sentiment · See AI snapshot
Momentum
89
9% active weight
Current posture
7d trendFlat
Δ7d
-4.9
Δ21d
-3.9
Value
66
28% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
+1.1
Sentiment
64
62% active weight
Current posture
7d trendImproving
Δ7d
+12.4
Δ21d
+9.1
Why this grade
Composite grade B. Momentum 88.9 / Value 65.8 / Sentiment 64.1
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-03. Scenario method
Most likely
B
Base case
55%
Probability
Target price
$47.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$39.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$1.48B
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 2026-09-09 • Updated nightlySource: Internal modelMethods & Data