• Integer Holdings has, in recent months, cut its 2025 sales guidance and disclosed slower-than-expected adoption of several electrophysiology and neuromodulation products, triggering multiple securities class action lawsuits that allege it overstated demand and its competitive position.

• Beyond the legal overhang, the controversy spotlights questions about the company’s visibility into new-product uptake and the reliability of prior growth messaging in a key cardiovascular niche.

• With this backdrop and recent share price resilience, we’ll examine how the guidance cuts and EP-demand concerns reshape Integer Holdings’ investment narrative.

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To own Integer Holdings today, you have to believe the core medical-device manufacturing franchise can compound through disciplined execution, despite slower forecast revenue growth and recent credibility questions. Historically, the story rested on steady organic growth, tuck-in M&A, and improving earnings power, supported by new electrophysiology and neuromodulation programs. The October 2025 guidance cut and multiple securities lawsuits directly challenge that narrative by raising doubts about Integer’s visibility into demand for those “growth” platforms and the reliability of management commentary. In the near term, key catalysts now include how management resets expectations, the first few quarters of EP and neuromodulation order trends off the lower base, and any updates on litigation exposure. The main risks feel more acute: softer demand, legal and reputational overhang, elevated capital needs, and a relatively expensive earnings multiple despite weaker recent returns.

However, there is one risk around product demand visibility that investors should not overlook. Integer Holdings’ shares have been on the rise but are still potentially undervalued by 22%. Find out what it’s worth.

Two fair value estimates from the Simply Wall St Community span roughly US$85.6 to US$110.5 per share, underscoring how differently private investors see Integer’s worth. Set that against the recent guidance cut, legal challenges, and slower EP uptake, and you can see why opinions on the company’s future performance may be so far apart. Exploring these contrasting viewpoints can help you weigh how much execution and demand risk you are really comfortable with.

Explore 2 other fair value estimates on Integer Holdings – why the stock might be worth as much as 28% more than the current price!