LIVN

LivaNovaA

Nasdaq / Health Care Equipment & Services

At close

2026-06-03

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

30%

Probability

Target price

$88.00

+23.4% vs current

Most likely

Base case

45%

Probability

Target price

$81.20

+13.8% vs current

B-

Bear case

25%

Probability

Target price

$60.00

-15.9% vs current

AI sentiment snapshot

Latest data as of 2026-05-08

AI commentary

Primary-source tone improved after earnings. The company both raised 2026 guidance and highlighted aura6000 PMA approval, while LivaNova’s own IR stock-history page shows the stock moving from a May 5, 2026 close of $57.59 to $66.26 on May 6 and $70.92 on May 7, indicating a strong positive post-print reaction. Even so, delayed analyst target revisions were not clearly available by the T+3 follow-up window and the packet has no usable analyst-target-count field, so confidence should remain moderate rather than aggressive.

RankAlpha Sentiment Codex - 2026-05-08

Open post-earnings memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-06catalystQ1 beat-and-raise resets near-term expectationsHigh impact

LivaNova reported Q1 2026 revenue of $362.3M, up 14.3% reported and 11.1% constant currency, with adjusted diluted EPS of $0.98, then raised full-year 2026 revenue growth guidance to 7.0%-8.0% and adjusted diluted EPS guidance to $4.20-$4.30 while maintaining adjusted free cash flow guidance at $160M-$180M [#8-K-2026-05-06].

2026-08-06eventOSA launch milestones after aura6000 PMA approvalHigh impact

Management highlighted FDA PMA approval for the aura6000 System and showed upcoming OSA milestones including a limited market release in H2 2026 and full market release in H1 2027, creating a clearer path into the sleep-apnea category even though commercialization is still early [#8-K-2026-05-06].

2026-12-31catalystCore device franchises are funding the next leg of growthHigh impact

Updated 2026 assumptions call for Cardiopulmonary revenue growth of 8.5%-9.5% and Epilepsy revenue growth of 6.0%-7.0%, supported by Essenz placements, consumables demand, implant growth, and price realization; if execution holds, the core business can finance OSA investment without breaking the margin and cash-flow framework [#8-K-2026-05-06].

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-08 • Updated nightlySource: Internal modelMethodology