Needham maintains Buy rating, $42 target on OrthoPediatrics stock

Published 08/05/2025, 12:00
Needham maintains Buy rating, $42 target on OrthoPediatrics stock

Thursday saw Needham reaffirming a positive stance on OrthoPediatrics Corp. (NASDAQ:KIDS), with analysts at the firm maintaining a Buy rating and a price target of $42.00. The decision follows OrthoPediatrics’ first-quarter financial performance, which showcased a revenue beat against consensus estimates, although its adjusted EBITDA fell short of expectations. According to InvestingPro data, the company maintains strong financial health with a current ratio of 6.98, indicating robust liquidity. Despite this, the company’s management has confidently adjusted its revenue outlook upwards for 2025 while keeping its adjusted EBITDA guidance steady.

OrthoPediatrics experienced a deceleration in organic revenue growth to approximately 17% in the first quarter of 2025, compared to around 21% in the fourth quarter of 2024. This follows the company’s impressive 37.65% revenue growth over the last twelve months. This slowdown was attributed to the company facing its most challenging comparison period of the year. However, there were positive developments as well, with the gross margin increasing by 100 basis points year-over-year to reach 72.58%. This improvement was driven by a boost in U.S. sales and a reduction in set deployment costs. Additionally, the adjusted EBITDA margin saw an increase of 180 basis points compared to the previous year.

The analysts at Needham highlighted several potential growth drivers for OrthoPediatrics, including the launch of new products, the expansion of clinics, and efforts to grow its international presence. These factors are expected to underpin the company’s robust revenue growth into 2025. The firm’s analysts believe that these initiatives will help sustain the company’s strong performance and contribute to its long-term success.

In summary, Needham’s analysts have reiterated their Buy rating on OrthoPediatrics stock, with expectations of sustained revenue growth. They cite the company’s strategic initiatives, such as new product introductions and market expansion, as key reasons for their positive outlook. The $42.00 price target remains unchanged, reflecting the analysts’ confidence in the company’s future prospects.

In other recent news, OrthoPediatrics Corporation reported a 17% increase in revenue for the first quarter of 2025, reaching $52.4 million and surpassing the forecast of $51.68 million. This growth reflects strong domestic performance, with U.S. revenue rising by 19%. The company also received FDA approvals for several new products, enhancing its portfolio. OrthoPediatrics anticipates achieving positive free cash flow by the fourth quarter of 2025, signaling financial stability. Analysts have noted the company’s improved operational efficiency, as evidenced by a reduced adjusted EBITDA loss. The firm has set a full-year revenue target between $236 million and $242 million, which represents a projected growth of 15% to 18%. OrthoPediatrics is also planning to invest approximately $15 million in new sets throughout the year. These developments indicate a strategic focus on product innovation and market expansion.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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