Analysts' Insights on ICU Medical Stock
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 21 2025
0mins
Should l Buy ICUI?
Source: Benzinga
Analyst Ratings Overview: Recent evaluations of ICU Medical by four analysts show a mix of bullish and bearish sentiments, with a total of one bullish and three somewhat bullish ratings in the last 30 days, reflecting a shift in outlook compared to previous months.
Price Target Adjustments: Analysts have lowered the average price target for ICU Medical to $162.75, down 6.64% from prior estimates, with a high target of $180.00 and a low of $145.00.
Company Performance Metrics: ICU Medical faces revenue growth challenges, experiencing a decline of approximately 7.98% over the last three months, while maintaining strong profitability with a net margin of 6.44% and a return on equity of 1.72%.
Debt Management and Market Position: The company has a below-average debt-to-equity ratio of 0.66, indicating prudent financial management, but its market capitalization is below industry benchmarks, suggesting potential growth limitations compared to peers.
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Analyst Views on ICUI
Wall Street analysts forecast ICUI stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 132.410
Low
172.00
Averages
173.50
High
175.00
Current: 132.410
Low
172.00
Averages
173.50
High
175.00
About ICUI
ICU Medical, Inc. develops, manufactures, and sells medical products used in infusion therapy, vascular access, and vital care applications. Its product portfolio includes ambulatory, syringe, and large volume IV pumps and safety software; dedicated and non-dedicated IV sets, needlefree IV connectors, peripheral IV catheters, and sterile IV solutions; closed system transfer devices and pharmacy compounding systems; as well as a range of respiratory, anesthesia, patient monitoring, and temperature management products. Its Infusion Therapy products include Clave needlefree products, Neutron, ClearGuard, and Tego. Its oncology products include ChemoLock Closed System Transfer Devices (CSTD) and Deltec GRIPPER non-coring needles for portal access. Its vascular access products include Safe-T Wing venipuncture and blood collection devices; Port-A-Cath implantable port, and Portex arterial blood sampling syringes. Its Tracheostomy products include Portex BLUselect PVC tracheostomy tubes.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ICU Medical Shares Enter Oversold Territory
- Oversold Signal: ICU Medical Inc (Ticker: ICUI) saw its RSI drop to 29.96 during Friday's trading, indicating the stock has entered oversold territory, suggesting that the recent heavy selling may be exhausting, prompting bullish investors to seek buying opportunities.
- Price Fluctuation: ICUI shares hit a low of $129.18, with the current trading price at $132.00, showing significant volatility compared to the 52-week low of $107 and high of $160.29, reflecting drastic market sentiment changes.
- Market Comparison: Compared to the S&P 500 ETF (SPY) RSI of 41.2, ICUI's oversold condition may attract bullish investors' attention, leading them to evaluate potential entry points for investment.
- Investor Sentiment: Despite the current poor stock performance, the oversold signal could spark investor interest, especially if the market rebounds, potentially allowing ICUI's stock price to recover and present investment opportunities.
See More
ICU Medical Reports Q4 2025 Earnings Highlights
- Revenue Growth: ICU Medical reported Q4 2025 revenue of $536 million, reflecting a 14% decline in reported terms but achieving 2% organic growth, with a full-year organic growth of 5%, indicating the company's stability and growth potential in the market.
- Cost and Profit Analysis: The adjusted gross margin stood at 40.5%, aligning with prior guidance, while adjusted EBITDA was $98 million, a 7% decrease year-over-year primarily due to the deconsolidation of IV Solutions and tariffs, highlighting challenges in cost control.
- Future Outlook: The company anticipates organic revenue growth in the low to mid-single-digit range for 2026, with an adjusted EBITDA target of $400 million to $430 million, reflecting management's confidence in future growth and market demand.
- Strategic Integration Progress: Management emphasized the completion of several integration milestones, including the closure of the FDA warning letter, which is expected to provide more strategic options for the company and further drive innovation and operational synergies.
See More
ICU Medical Reports Revenue Decline in 2025 Financials
- Revenue Decline: ICU Medical reported a nearly 14% year-over-year decline in total revenue for Q4 2025, dropping to $540.40 million from $629.81 million, indicating weakened market demand and increased competition.
- Narrowed Net Loss: The company's net loss for Q4 narrowed to $15.73 million, or $0.64 per share, yet adjusted net income fell to $48.12 million, or $1.91 per share, reflecting ongoing pressure on profitability despite improvements.
- Annual Performance Improvement: For the full year 2025, ICU Medical reported a net income of $0.73 million, or $0.03 per share, a significant turnaround from a net loss of $117.69 million, showcasing effective cost control and business restructuring efforts.
- Future Outlook: Looking ahead, ICU Medical expects net income for 2026 to range between $26 million and $44 million, with adjusted EBITDA projected at $400 million to $430 million, demonstrating confidence in future growth despite ongoing market challenges.
See More
ICU Medical Reports Reduced Q4 Net Loss
- Q4 Financial Performance: ICU Medical reported a net loss of $15.7 million for Q4 2026, translating to a loss of $0.64 per share, which is an improvement from a net loss of $23.8 million or $0.97 per share in Q4 2024, indicating efforts in cost control.
- Adjusted EPS Decline: The adjusted earnings per share for Q4 were $1.91, down from $2.11 in 2024, reflecting challenges in revenue and profitability that may impact investor confidence moving forward.
- Revenue Decline: Q4 revenue stood at $540.7 million, a decrease from $629.8 million in the same period last year, suggesting weak market demand and the need for strategic measures to regain growth momentum.
- Future Outlook: The company projects net income for fiscal year 2026 to range between $26 million and $44 million, with earnings per share estimated between $1.03 and $1.74, reflecting a cautiously optimistic outlook from management regarding future profitability.
See More
ICU Medical Reports Q4 Earnings Beat Expectations
- Earnings Beat: ICU Medical reported a Q4 non-GAAP EPS of $1.91, exceeding expectations by $0.22, indicating strong profitability despite revenue challenges.
- Revenue Decline: The company recorded Q4 revenue of $540.7 million, a 14.1% year-over-year decline, yet this figure aligns with market expectations, showcasing stability in a challenging environment.
- Fiscal Year 2026 Guidance: ICU Medical estimates GAAP net income for FY 2026 to range between $26 million and $44 million, with GAAP EPS projected between $1.03 and $1.74, reflecting cautious optimism about future profitability.
- Adjusted EBITDA Outlook: The company anticipates adjusted EBITDA for FY 2026 to be between $400 million and $430 million, with adjusted EPS expected to range from $7.75 to $8.45, demonstrating confidence in strategic growth plans moving forward.
See More
ICU Medical Set to Release Q4 Earnings on February 19
- Earnings Announcement Schedule: ICU Medical is set to announce its Q4 earnings on February 19 after market close, with consensus EPS estimate at $1.69, reflecting a 19.9% year-over-year decline, and revenue estimate at $541.2 million, down 14.1% year-over-year, indicating challenges ahead for the company.
- Historical Performance: Over the past two years, ICU Medical has consistently beaten EPS and revenue estimates 100% of the time, showcasing the company's reliability in financial forecasting and bolstering investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward revision with no downward adjustments, while revenue estimates experienced one downward revision without any upward changes, reflecting a cautious market outlook on the company's future performance.
- Industry Conference Participation: ICU Medical presented at the 44th Annual J.P. Morgan Healthcare Conference, enhancing its visibility in the healthcare sector and potentially laying the groundwork for future investor relations activities.
See More
ICU Medical Shares Enter Oversold Territory
- Oversold Signal: ICU Medical Inc (Ticker: ICUI) saw its RSI drop to 29.96 during Friday's trading, indicating the stock has entered oversold territory, suggesting that the recent heavy selling may be exhausting, prompting bullish investors to seek buying opportunities.
- Price Fluctuation: ICUI shares hit a low of $129.18, with the current trading price at $132.00, showing significant volatility compared to the 52-week low of $107 and high of $160.29, reflecting drastic market sentiment changes.
- Market Comparison: Compared to the S&P 500 ETF (SPY) RSI of 41.2, ICUI's oversold condition may attract bullish investors' attention, leading them to evaluate potential entry points for investment.
- Investor Sentiment: Despite the current poor stock performance, the oversold signal could spark investor interest, especially if the market rebounds, potentially allowing ICUI's stock price to recover and present investment opportunities.
See More
ICU Medical Reports Q4 2025 Earnings Highlights
- Revenue Growth: ICU Medical reported Q4 2025 revenue of $536 million, reflecting a 14% decline in reported terms but achieving 2% organic growth, with a full-year organic growth of 5%, indicating the company's stability and growth potential in the market.
- Cost and Profit Analysis: The adjusted gross margin stood at 40.5%, aligning with prior guidance, while adjusted EBITDA was $98 million, a 7% decrease year-over-year primarily due to the deconsolidation of IV Solutions and tariffs, highlighting challenges in cost control.
- Future Outlook: The company anticipates organic revenue growth in the low to mid-single-digit range for 2026, with an adjusted EBITDA target of $400 million to $430 million, reflecting management's confidence in future growth and market demand.
- Strategic Integration Progress: Management emphasized the completion of several integration milestones, including the closure of the FDA warning letter, which is expected to provide more strategic options for the company and further drive innovation and operational synergies.
See More
ICU Medical Reports Revenue Decline in 2025 Financials
- Revenue Decline: ICU Medical reported a nearly 14% year-over-year decline in total revenue for Q4 2025, dropping to $540.40 million from $629.81 million, indicating weakened market demand and increased competition.
- Narrowed Net Loss: The company's net loss for Q4 narrowed to $15.73 million, or $0.64 per share, yet adjusted net income fell to $48.12 million, or $1.91 per share, reflecting ongoing pressure on profitability despite improvements.
- Annual Performance Improvement: For the full year 2025, ICU Medical reported a net income of $0.73 million, or $0.03 per share, a significant turnaround from a net loss of $117.69 million, showcasing effective cost control and business restructuring efforts.
- Future Outlook: Looking ahead, ICU Medical expects net income for 2026 to range between $26 million and $44 million, with adjusted EBITDA projected at $400 million to $430 million, demonstrating confidence in future growth despite ongoing market challenges.
See More
ICU Medical Reports Reduced Q4 Net Loss
- Q4 Financial Performance: ICU Medical reported a net loss of $15.7 million for Q4 2026, translating to a loss of $0.64 per share, which is an improvement from a net loss of $23.8 million or $0.97 per share in Q4 2024, indicating efforts in cost control.
- Adjusted EPS Decline: The adjusted earnings per share for Q4 were $1.91, down from $2.11 in 2024, reflecting challenges in revenue and profitability that may impact investor confidence moving forward.
- Revenue Decline: Q4 revenue stood at $540.7 million, a decrease from $629.8 million in the same period last year, suggesting weak market demand and the need for strategic measures to regain growth momentum.
- Future Outlook: The company projects net income for fiscal year 2026 to range between $26 million and $44 million, with earnings per share estimated between $1.03 and $1.74, reflecting a cautiously optimistic outlook from management regarding future profitability.
See More
ICU Medical Reports Q4 Earnings Beat Expectations
- Earnings Beat: ICU Medical reported a Q4 non-GAAP EPS of $1.91, exceeding expectations by $0.22, indicating strong profitability despite revenue challenges.
- Revenue Decline: The company recorded Q4 revenue of $540.7 million, a 14.1% year-over-year decline, yet this figure aligns with market expectations, showcasing stability in a challenging environment.
- Fiscal Year 2026 Guidance: ICU Medical estimates GAAP net income for FY 2026 to range between $26 million and $44 million, with GAAP EPS projected between $1.03 and $1.74, reflecting cautious optimism about future profitability.
- Adjusted EBITDA Outlook: The company anticipates adjusted EBITDA for FY 2026 to be between $400 million and $430 million, with adjusted EPS expected to range from $7.75 to $8.45, demonstrating confidence in strategic growth plans moving forward.
See More
ICU Medical Set to Release Q4 Earnings on February 19
- Earnings Announcement Schedule: ICU Medical is set to announce its Q4 earnings on February 19 after market close, with consensus EPS estimate at $1.69, reflecting a 19.9% year-over-year decline, and revenue estimate at $541.2 million, down 14.1% year-over-year, indicating challenges ahead for the company.
- Historical Performance: Over the past two years, ICU Medical has consistently beaten EPS and revenue estimates 100% of the time, showcasing the company's reliability in financial forecasting and bolstering investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward revision with no downward adjustments, while revenue estimates experienced one downward revision without any upward changes, reflecting a cautious market outlook on the company's future performance.
- Industry Conference Participation: ICU Medical presented at the 44th Annual J.P. Morgan Healthcare Conference, enhancing its visibility in the healthcare sector and potentially laying the groundwork for future investor relations activities.
See More
