IART, US4579852082

BMO cuts target for Integra LifeSciences stock to USD 15

Published on 10/07/2026 at 04:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal 2026 earnings guidance fell to USD 2.30-2.40 per share. For Integra LifeSciences stock, Q4 flood impact is USD 15-20 million.

IART, US4579852082, Illustration mit AI erstellt.

Integra LifeSciences stock (ISIN US4579852082) had a prior close of EUR 11.80 at Lang & Schwarz for October 5, 2026. According to Markets Insider on October 5, 2026, BMO Capital lowered its price target from USD 18.00 to USD 15.00 and kept a Market Perform rating.

Guidance reflects the flood impact

RTTNews reported on October 2, 2026 that Integra expects adjusted earnings of USD 2.30-2.40 per share for fiscal 2026, down from USD 2.40-2.50. Revenue guidance also fell to USD 1.634-1.654 billion from USD 1.654-1.695 billion.

The same October 2 report put preliminary third-quarter revenue at USD 410-412 million and adjusted earnings at USD 0.55-0.59 per share. Flooding at the Cincinnati manufacturing facility reduced third-quarter revenue by USD 7.00 million, with another USD 15.00-20.00 million impact expected in the fourth quarter.

Recovery extends into 2027

Integra expects full manufacturing operations at the Cincinnati site to resume in the second quarter of 2027, according to RTTNews. That timeline is the central operating risk because it extends the disruption beyond the preliminary third-quarter report and into the next fiscal year.

The company also launched a proposed USD 600.00 million, seven-year senior secured term loan as part of a refinancing transaction. The financing is intended to refinance existing debt, but its final size, terms and pricing remain subject to change, according to the same October 2 report.

Results date gives the next checkpoint

GlobeNewswire reported on October 6, 2026 that Integra will release complete third-quarter results on October 21, 2026, before the market opens, followed by an 8:30 a.m. ET conference call. The release will show whether the preliminary revenue range of USD 410-412 million holds and how much of the flood impact has been absorbed.

Integra's market capitalization was USD 1.0 billion as of October 6, 2026, while its 52-week range was USD 8.70-20.49. The valuation context makes the guidance reset more consequential because the revised fiscal 2026 revenue midpoint of USD 1.644 billion is USD 30.50 million below the prior midpoint of USD 1.674 billion.

Prior close sets the euro reference

The prior close at Lang & Schwarz was EUR 11.80 for October 5, 2026. The further course of trading is shown by the continuously updated real-time quote of Integra LifeSciences stock.