Neuronetics stock holds Market Outperform amid merger growth

Published 05/03/2025, 12:30
Neuronetics stock holds Market Outperform amid merger growth

On Wednesday, Neuronetics (NASDAQ:STIM) received a reaffirmation of its Market Outperform rating and a $7.00 price target from Citizens JMP. This endorsement comes after the company reported quarterly revenues that slightly exceeded their mid-January preliminary figures, with actual revenues of $22.5 million compared to the projected $22.1 million. The company maintains a healthy gross profit margin of 78.3% and a strong current ratio of 3.16, according to InvestingPro data. The full-year 2025 guidance remains unchanged.

The company’s stock witnessed a nearly 20% leap on Tuesday, which analysts believe was propelled by additional insights provided on the growth potential following Neuronetics’ merger with Greenbrook TMS. The combined entity is expected to expand its reach and scale as a vertically integrated mental healthcare provider, which has been a key factor driving the stock’s remarkable 214% year-to-date return. InvestingPro analysis indicates the stock is currently trading above its Fair Value, with a beta of 2.07 suggesting higher volatility than the market.

Citizens JMP analysts highlighted the company’s 2025 revenue growth forecast, which anticipates a year-over-year increase of 12%-19%, amounting to $145 million to $155 million. This projection positions Neuronetics on a path of double-digit top-line growth and a move towards generating positive cash flow.

Management at Neuronetics has outlined several growth initiatives for the newly merged company. These include rapidly expanding the Better Me Provider program to boost patient throughput across both existing and Greenbrook facilities, and increasing Greenbrook’s revenue by further implementing its SPRAVATO buy-and-bill program, which is currently 40% complete.

The positive outlook from Citizens JMP underscores the potential benefits of the merger for Neuronetics, as the company continues to execute its growth strategies and capitalize on synergies with Greenbrook TMS.

In other recent news, Neuronetics reported a fourth-quarter revenue of $22.5 million, marking an 11% increase from the previous year and surpassing the forecasted $18.97 million. However, the company posted a net loss of $0.33 per share, which was below the expected loss of $0.24 per share. The company’s revenue growth was partly driven by the shipment of 46 NeuroStar systems, contributing $3.8 million in revenue. The recent acquisition of Greenbrook TMS, Neuronetics’ largest customer, has also bolstered its network, with U.S. clinic operations generating $4.4 million in revenue. Following these developments, Canaccord Genuity raised its price target for Neuronetics shares to $8.00, maintaining a Buy rating. The company has set a revenue guidance of $145-$155 million for 2025 and aims to achieve cash flow positivity by the third quarter of 2025. Neuronetics is focusing on expanding its Better Me Provider program and the SPRAVATO treatment at Greenbrook locations as part of its growth strategy.

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