Integra LifeSciences stock fell 21.19 percent after guidance cuts
Published on 10/04/2026 at 12:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Integra LifeSciences stock (ISIN US4579852082) was last at USD 12.68 on Nasdaq on October 2, 2026 at 4:00 p.m. ET, down 21.19 percent on the session. On October 2, Integra LifeSciences reported preliminary third-quarter figures and reduced its full-year 2026 outlook after flooding disrupted production at its Cincinnati facility.
Flooding cuts the outlook
The company expects third-quarter 2026 revenue of USD 410 million to USD 412 million and adjusted earnings per diluted share of USD 0.55 to USD 0.59, according to Integra LifeSciences on October 2, 2026.
Full-year reported revenue guidance fell from USD 1.654 billion to USD 1.695 billion to USD 1.634 billion to USD 1.654 billion, while adjusted EPS guidance declined from USD 2.40 to USD 2.50 to USD 2.30 to USD 2.40. The company estimates a USD 7 million third-quarter revenue impact from the flooding and a USD 15 million to USD 20 million impact in the fourth quarter, with full manufacturing operations targeted for the second quarter of 2027.
Analysts reset the target
Wells Fargo analyst Larry Biegelsen cut the price target from USD 18 to USD 15 and retained an Equal Weight rating on October 3, 2026, as Markets Insider reported. The new target lies 18.3 percent above the USD 12.68 reference price.
MarketBeat reported a Reduce consensus on October 2, 2026, based on one Buy, five Hold and two Sell ratings, with an average price target of USD 18.86. That average target stands 48.7 percent above the October 2 reference price, keeping the recovery question tied to production normalization and guidance delivery.
Second quarter offers a baseline
Integra reported second-quarter 2026 revenue of USD 418.76 million and EPS of USD 0.56, versus a USD 0.48 consensus estimate, according to MarketBeat on October 2, 2026. The latest guidance cut therefore shifts the investment case from the second quarter beat toward the timing and cost of the Cincinnati recovery.
Stock sits 38.1 percent below yearly high
Integra LifeSciences stock was last at USD 12.68 on Nasdaq on October 2, 2026 at 4:00 p.m. ET, versus a 52-week range of USD 8.70 to USD 20.49 and a market capitalization of USD 986.2 million.
Integra LifeSciences stock key data
- Company: Integra LifeSciences Holdings Corporation
- ISIN: US4579852082
- Ticker: IART
- Trading venue: Nasdaq
- Price (as of October 2, 2026, 4:00 p.m. ET): USD 12.68
- Market capitalization: USD 986.2 million (as of October 2, 2026)
- 52-week range: USD 8.70-20.49 (as of October 2, 2026)
- Sector / Industry: Health Care / Medical Technology
