RadNet stock target cut to $76 at Jefferies, retains buy rating

Published 03/03/2025, 20:14
RadNet stock target cut to $76 at Jefferies, retains buy rating

On Monday, Jefferies analyst Brian Tanquilut adjusted the price target for RadNet (NASDAQ:RDNT), a leading provider of freestanding, fixed-site diagnostic imaging services in the United States, to $76.00 from the previous target of $80.00. Despite the reduction, the firm maintained its Buy rating on the stock. The new target sits within the broader analyst range of $74-$90, with InvestingPro data showing a strong consensus recommendation of 1.5 (where 1 is Strong Buy).

The revision follows RadNet’s management guidance for 2025 EBITDA, which fell short of buy-side expectations. Tanquilut attributed this outlook deficit to the recent Southern California fires and winter storms on the East Coast and Texas, which affected the company’s first-quarter trends. These challenges have contributed to a 7.8% decline in the stock price over the past week, according to InvestingPro data. However, the analyst emphasized that these were non-recurring issues.

Tanquilut highlighted that, setting aside these one-time events, RadNet continues to exhibit robust growth, with a revenue expectation increase of 7% in 2025. This growth is projected to lead to an acceleration in EBITDA starting in 2026. Moreover, Tanquilut pointed out that RadNet’s capital deployment, which amounts to $740 million, could offer additional upside potential and act as a catalyst for the stock.

The analyst’s commentary reflects a positive outlook on RadNet’s fundamental growth trajectory, despite the temporary setbacks caused by environmental factors. With a continued Buy rating, Jefferies signals confidence in the company’s ability to overcome the recent challenges and capitalize on its growth strategies in the coming years.

In other recent news, RadNet Inc. reported its fourth-quarter 2024 financial results, showing a significant revenue increase of 13.5% to $477.1 million, driven by strong growth in its Digital Health segment. However, the company’s earnings per share (EPS) of $0.07 fell short of the forecasted $0.20, which contributed to a negative market reaction. Despite the EPS miss, RadNet’s Digital Health revenues grew by 28.1%, indicating a strategic focus on expanding its digital health infrastructure. Additionally, the company is projecting Digital Health revenue to reach between $80 million and $90 million in 2025, with an anticipated growth rate of 30%. Analyst firms such as Truist and Jefferies have shown interest in RadNet’s future strategies, especially concerning the company’s ability to recover from recent weather impacts and its ongoing investments in digital health. RadNet’s management emphasized the importance of these investments, noting that $20 million is earmarked for infrastructure development to support external customers. The company also highlighted its efforts to manage cost pressures and maintain a strong cash position, with a year-end cash balance of $740 million.

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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