Globus Medical Projects $3.22B Revenue for Fiscal 2026 Amid Strong Q4 Guidance

Written by Emily J. Thompson, Senior Investment Analyst

GMED+4.51%

Source: Fool

Updated: 1d ago

0mins

Source: Fool

Optimistic Financial Outlook: Globus Medical projects Q4 2025 revenue of $823.2 million, representing a 25.2% year-over-year growth, significantly exceeding analysts' expectations of $778.3 million, highlighting the company's strong growth potential in the orthopedic market.
Improved Profitability: The company anticipates diluted adjusted earnings per share (EPS) for fiscal 2026 to be between $4.30 and $4.40, surpassing the analyst consensus of $4.12, indicating management's confidence in future profitability.
Positive Market Reaction: Despite a nearly 3% drop during regular trading hours, Globus Medical's stock surged 9.9% in after-hours trading following the earnings report, reflecting investor optimism about the company's prospects.
Successful Acquisition Integration: CFO Kyle Kline noted that the strong Q4 performance not only demonstrates above-market growth but also indicates ongoing success in integrating the NuVasive and Nevro acquisitions, enhancing the company's competitive position.

GMED

$94.62+Infinity%1D

Analyst Views on GMED

Wall Street analysts forecast GMED stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GMED is 92.22 USD with a low forecast of 64.00 USD and a high forecast of 114.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

11 Analyst Rating

8 Buy

3 Hold

0 Sell

Moderate Buy

Current: 90.540

Low

64.00

Averages

92.22

High

114.00

Current: 90.540

Low

64.00

Averages

92.22

High

114.00

Piper Sandler

Matt O'Brien

Overweight

maintain

$90 -> $115

2026-01-08

New

Reason

Piper Sandler

Matt O'Brien

Price Target

$90 -> $115

2026-01-08

New

maintain

Overweight

Reason

Piper Sandler analyst Matt O'Brien raised the firm's price target on Globus Medical to $115 from $90 and keeps an Overweight rating on the shares. The firm notes the company preannounced Q4 revenue of $823.2M, which comes in well above the Street's $778.5M estimate. While the company did not specifically break out Enabling Technology revenue, it did disclose "best quarterly revenue to date" which is a clear positive and, although they are not completely out of the woods yet, signals that things are starting to pick back up again, Piper argues.

Canaccord

Caitlin Cronin

Buy

upgrade

$90 -> $105

2025-12-17

Reason

Canaccord

Caitlin Cronin

Price Target

$90 -> $105

2025-12-17

upgrade

Buy

Reason

Canaccord analyst Caitlin Cronin raised the firm's price target on Globus Medical to $105 from $90 and keeps a Buy rating on the shares. The firm said they are bullish on the Med-Tech sector heading into 2026 as they expect investor interest given smid-cap valuations continue to remain depressed, while M&A has picked up and the IPO market has opened in some respects. They also highlight how AI is changing our space, enabling improved patient outcomes, increased procedure volumes, more efficiency at the corporate level, and improved surgical accuracy/reproducibility, which they believe could drive some of the greatest changes in healthcare at a time when the system is capacity constrained and in desperate need of solutions.

RBC Capital

Shagun Singh

Outperform

maintain

$92 -> $100

2025-12-17

Reason

RBC Capital

Shagun Singh

Price Target

$92 -> $100

2025-12-17

maintain

Outperform

Reason

RBC Capital analyst Shagun Singh raised the firm's price target on Globus Medical to $100 from $92 and keeps an Outperform rating on the shares as part of a broader research note previewing 2026 for Medical Supplies & Devices. The firm anticipates a year of positive momentum as sector fundamentals are solidly intact driven by the aging demographics, growing global healthcare access, and differentiated innovation, the analyst tells investors in a research note. For the company, RBC believes it is poised to deliver a solid year of underlying sales growth, estimating 4%-5% y/y growth as the initial target in a low-single-digit growth market that is likely to prove conservative.

Freedom Capital

Hold

initiated

$87

2025-12-16

Reason

Freedom Capital

Price Target

$87

2025-12-16

initiated

Hold

Reason

Freedom Capital initiated coverage of Globus Medical with a Hold rating and $87 price target. The firm says the company's "solid" organic growth is already reflected in the shares.

About GMED

Globus Medical, Inc. is a medical device company that develops and commercializes healthcare solutions with a focus on improving the quality of life of patients with musculoskeletal disorders. The Company offers a portfolio of differentiated technologies that are used to treat a variety of musculoskeletal conditions. Musculoskeletal Solutions consist primarily of implantable devices, biologics, accessories, and surgical instruments used in a range of spinal, orthopedic and neurosurgical procedures. Its spine products address the conditions affecting the spine, including degenerative conditions, deformities, tumors, and trauma. It provides solutions that facilitate both open and minimally invasive surgery techniques. It includes traditional fusion implants, such as pedicle screws and rod systems, and others. Its orthopedic trauma solutions are designed to treat a variety of orthopedic fracture patterns and patient anatomies in the upper and lower extremities, as well as the hip.

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.