JMP maintains AtriCure stock $60 target post 1Q25 results

Published 30/04/2025, 10:30
JMP maintains AtriCure stock $60 target post 1Q25 results

On Wednesday, JMP Securities analyst Daniel Stauder reiterated a Market Outperform rating and a $60.00 price target for AtriCure Inc. (NASDAQ:ATRC), following the release of the company’s first-quarter results for 2025. According to InvestingPro data, analyst consensus remains strongly bullish with price targets ranging from $45 to $60, suggesting significant upside potential from current levels. AtriCure’s performance in the quarter was marked by significant progress towards achieving sustainable revenue growth, a goal set during its recent investor day. The company has maintained strong momentum with a 15.79% year-over-year revenue growth and an impressive gross profit margin of 74.76%. This growth is being driven by the company’s focus on product development, clinical efforts, and improved operating leverage. For deeper insights into AtriCure’s financial health and growth metrics, check out the comprehensive Pro Research Report available on InvestingPro.

AtriCure’s Pain Management business experienced a notable 39% year-over-year growth, fueled by the rapid adoption of its new product launches, which have attracted new customers and increased utilization among existing accounts. The U.S. Open AtriClip sales saw a 23% increase compared to the previous year, maintaining a trend of consistent quarterly growth throughout 2024.

The recent second half of 2024 launch of the AtriClip Flex-Mini has been met with early success, contributing to a 19% year-over-year growth in the company’s Appendage Management segment. Additionally, Open Ablation revenue increased by 14% year-over-year, with the Encompass product seeing a significant 47% growth. This product’s success is attributed to a 25% rise in new account adoption and higher usage among existing customers.

Looking forward to the rest of 2025, AtriCure anticipates the introduction of additional products, including CryoXT for Pain Management and AtriClip PRO-Mini for Appendage Management. These upcoming product introductions are expected to further contribute to the company’s growth trajectory. InvestingPro analysis shows the company maintains a strong financial position with a current ratio of 4.11 and operates with a moderate level of debt, positioning it well for future expansion. Additional InvestingPro Tips highlight key factors about AtriCure’s financial outlook and market position.

In other recent news, AtriCure Inc. reported its first-quarter 2025 earnings, showcasing a stronger-than-expected performance. The company posted an adjusted loss per share of $0.14, surpassing the anticipated loss of $0.22, and achieved revenue of $123.6 million, slightly above the forecasted $123.08 million. This marks a 13.6% year-over-year revenue growth, driven by robust U.S. and international sales. AtriCure’s strategic focus on product innovation and market expansion, particularly in Europe, contributed to these results. The company has also launched new products, receiving FDA clearances that boosted U.S. revenue. Additionally, AtriCure raised its full-year adjusted EBITDA guidance to $44-$46 million, with expectations of positive cash flow for the remainder of the year. Analyst firms such as Canaccord Genuity and Piper Sandler have engaged with the company on various aspects, including the impact of tariffs and the growth potential of new products. These developments reflect AtriCure’s ongoing efforts to maintain momentum amidst market shifts and competitive pressures.

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