IART, US4579852082

Integra LifeSciences stock fell 21.19 percent as flood cuts outlook

Published on 10/05/2026 at 13:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Integra LifeSciences stock was last at USD 12.68 on October 2 after flooding cut fiscal 2026 guidance. Wells Fargo lowered its target to USD 15 from USD 18.

IART, US4579852082, Illustration mit AI erstellt.

Integra LifeSciences (ISIN US4579852082) stock was last at USD 12.68 on Nasdaq on October 2, 2026, down 21.19 percent as the company cut its fiscal 2026 outlook after flooding disrupted production. The preliminary update dated October 2 puts third-quarter revenue at USD 410 million to USD 412 million and adjusted EPS at USD 0.55 to USD 0.59, according to Integra LifeSciences.

Flooding cuts the 2026 outlook

The Cincinnati facility disruption is expected to reduce fourth-quarter revenue by USD 15 million to USD 20 million, while the company estimates a USD 7 million impact on third-quarter revenue. Integra said full manufacturing operations at the site are expected to return during the second quarter of 2027, according to the October 2 release.

The revised fiscal 2026 revenue outlook is USD 1.634 billion to USD 1.654 billion, down from USD 1.654 billion to USD 1.695 billion. Adjusted EPS guidance fell to USD 2.30 to USD 2.40 from USD 2.40 to USD 2.50, while operating cash flow is expected at USD 190 million to USD 200 million.

Analysts reset the valuation

Wells Fargo lowered its price target to USD 15 from USD 18 and kept an Equal Weight rating after the preliminary update, as Markets Insider reported on October 3. The new target lies 18.3 percent above the October 2 price, a smaller valuation cushion than the previous USD 18 target implied.

The broader consensus was Reduce, based on one Buy, five Hold and two Sell ratings, with an average target of USD 18.86, according to MarketBeat on October 3. That average target stands 48.7 percent above the October 2 price, but the guidance reduction leaves the recovery timeline and insurance proceeds as important valuation variables.

Debt refinancing adds a second issue

Integra also launched a proposed USD 600 million seven-year senior secured term loan on October 2 to refinance existing debt and extend maturities, according to GlobeNewswire. The proposed financing could preserve liquidity, while its secured structure makes leverage and borrowing costs central to the stock story.

Stock trades near its yearly low

IART was last at USD 12.68 on Nasdaq at 4:00 p.m. ET on October 2, 2026. Its 52-week range was USD 8.70 to USD 20.49, and its market capitalization was USD 986.2 million on that date.