Stifel maintains Buy on Profound Medical, $12 target post-Q4 results

Published 07/03/2025, 16:06
Stifel maintains Buy on Profound Medical, $12 target post-Q4 results

On Friday, Stifel analysts maintained their Buy rating and a $12.00 price target for Profound Medical (TASE:BLWV) Corp. (NASDAQ:PROF) stock, which currently has a market capitalization of $213.8 million. The company reported fourth-quarter 2024 revenues of $4.17 million, which represents a 108% increase year-over-year, aligning with its pre-announced revenue range of $4.1 million to $4.2 million on January 8. The revenue boost was driven by approximately $1.5 million in capital sales and about $2.7 million in recurring revenues, contributing to the company’s impressive trailing twelve-month revenue growth of 39.35%.

Profound Medical’s earnings call highlighted the establishment of CMS reimbursement and the company’s expectation of significant growth in 2025. This optimism is tied to its TULSA technology, a non-invasive treatment for prostate cancer and benign prostatic hyperplasia (BPH). According to InvestingPro data, the company maintains strong liquidity with a current ratio of 6.12 and holds more cash than debt on its balance sheet. The company’s recent commercial strides were emphasized, particularly since the appointment of Chief Commercial Officer Tom Tamberrino in the fall of 2024.

Management outlined several key commercial initiatives for 2025. These include a successful 120-day sales force turnaround, which has shifted the company’s focus to a capital-centric business model. Additionally, Profound Medical has made multiple new hires, bringing in experienced personnel from top MedTech sales organizations to help scale the early-stage TULSA technology. With a healthy gross profit margin of 62.02%, the company appears well-positioned to execute its growth strategy. Discover more insights about PROF and access comprehensive analysis in the Pro Research Report, available exclusively on InvestingPro.

The company’s strategy for the year also involves targeting the top fifty US cancer centers. This approach, along with exploring a wide range of other potential TULSA site options, is expected to expand the technology’s reach and support the company’s growth trajectory. The stock currently trades near its InvestingPro Fair Value, with analyst targets ranging from $12 to $18 per share.

In other recent news, Profound Medical Corp reported its Q4 2024 earnings, delivering an earnings per share (EPS) of $0.20, which exceeded the forecasted EPS of -$0.35. The company also reported revenue of $4.2 million, slightly surpassing the expected $4.18 million, marking a 108% year-over-year increase. Profound Medical’s gross margin improved significantly to 71%, up from 52% in the previous year, indicating enhanced operational efficiency. The company anticipates high double-digit growth in 2025 and has outlined plans to launch new products, including the BPH Tulsa AI module, in collaboration with Siemens (ETR:SIEGn) MRI. Despite the positive earnings report, the stock experienced a minor decline of 0.55% in after-hours trading. Profound Medical is also focusing on expanding private insurance coverage to drive further growth. Analysts from firms like Stifel and Raymond (NSE:RYMD) James have shown interest in the company’s strategic direction and growth projections.

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