LIVANOVA PLC DL -,01

At the Morgan Stanley Healthcare Conference, LivaNova presented a growth plan that relies on stronger operational execution in cardiopulmonary technology and epilepsy plus expansion in obstructive sleep apnea (OSA). The company raised revenue forecasts for cardiopulmonary technology (9.5–10.5%) and epilepsy (7–8%), citing improved reimbursement and supply‑chain optimizations as drivers and reporting market share gains. Planned product launches (connected VNS in 2025, cardiology products in 2027–2028) and a target free cash flow conversion rate of 80% by 2028 underpin capital allocation, while OSA—shown to have a high response rate (85%)—is being pushed as the next growth area. » Plus sur de.investing.com

LivaNova reported Q2 2026 adjusted EPS of $1.26 (expectation $1.09) and revenue of $390.6 million (expectation $380.57 million), up 10.8% year over year. Management raised the full-year guidance for adjusted diluted EPS to $4.30–4.40 (midpoint $4.35 vs. consensus $4.25). Growth drivers include the cardiopulmonary segment and the FDA-cleared aura6000 system for obstructive sleep apnea. KeyBanc reaffirmed its Overweight rating and raised its price target to $92, after which the stock hit a 52-week high and rose in after-hours trading. » Plus sur de.investing.com

Shares of LivaNova rose to a 52-week high of $84.30 and are currently trading near that level, more than double their year low of $41.02. Over the past year the stock delivered a total return of 81%; an analysis by InvestingPro still rates the stock as undervalued relative to its fair value. Operationally, LivaNova reported promising SLEEP-2026 data for PolySync (response rate 84.5%) and announced several leadership changes, including Anne Liddy as chief legal officer and Stefano Folli as president cardiopulmonary; Freedom Capital assigned a hold rating with mid- to high-single-digit growth expectations. » Plus sur de.investing.com