Truist maintains RadNet buy rating, $74 target amid iCAD deal

Published 16/04/2025, 11:56
Truist maintains RadNet buy rating, $74 target amid iCAD deal

On Tuesday, Truist Securities expressed a positive outlook on RadNet (NASDAQ:RDNT) shares, maintaining a Buy rating and a $74.00 price target. The optimism follows RadNet’s announcement of a definitive agreement to acquire iCAD (NASDAQ:ICAD), a leader in AI-powered cancer detection solutions. The all-stock transaction values iCAD at approximately $103 million, based on RadNet’s April 14 closing price, or around $86 million net of cash. According to InvestingPro data, RadNet, currently valued at $3.93 billion, demonstrates strong financial health with a current ratio of 2.12, indicating robust liquidity to support strategic acquisitions.

RadNet, a national leader in providing high-quality, cost-effective diagnostic imaging services through a network of outpatient imaging centers, revealed the acquisition would enhance its offerings in the early detection of breast cancer. With impressive revenue growth of 13.18% in the last twelve months and total revenue reaching $1.83 billion, RadNet continues to expand its market presence. iCAD’s ProFound AI Breast Health Suite is known for its real-time analysis of mammography images, which is utilized in over 50 countries by more than 1,500 healthcare provider locations to assist in over 8 million mammograms each year.

With this acquisition, RadNet aims to expand its reach to approximately 10 million annual mammograms across more than 1,700 provider sites globally. The integration of iCAD’s ProFound AI technology with RadNet’s existing SmartMammo detection and workflow solutions is expected to bolster DeepHealth’s market penetration, leveraging iCAD’s established commercial team and extensive customer base.

iCAD reported fiscal year 2024 revenues of $19.6 million, with the majority generated in the U.S., and an adjusted EBITDA of negative $4.4 million. However, the company anticipates achieving a positive adjusted EBITDA run-rate by the end of 2026. RadNet has identified potential run-rate cost synergies exceeding $7 million, including direct savings of approximately $4 million and about $3 million from previously planned hiring at DeepHealth that could be fulfilled by iCAD’s workforce.

The acquisition, which is expected to close in the second or third quarter of fiscal year 2025, will be further discussed in a conference call scheduled for 10:30 AM ET. RadNet’s strategic move to acquire iCAD is anticipated to strengthen its diagnostic imaging services and reinforce its position in the healthcare industry by offering advanced AI-powered cancer detection technologies. InvestingPro analysis reveals 12 additional key insights about RadNet’s performance and potential, with analyst price targets ranging from $60 to $83, suggesting significant upside potential. Get the complete financial picture with InvestingPro’s comprehensive research report, available along with detailed metrics for over 1,400 US stocks.

In other recent news, RadNet Inc. has reported its fourth-quarter 2024 earnings, which showed a significant revenue increase of 13.5% year-over-year to $477.1 million, though the company missed earnings per share (EPS) expectations, reporting $0.07 against a forecasted $0.20. The company’s Digital Health segment demonstrated robust growth, with a 28.1% rise in revenue. Despite the revenue gains, RadNet’s stock experienced a decline following the earnings report, reflecting investor concerns over the EPS miss.

In analyst activity, Raymond (NSE:RYMD) James upgraded RadNet’s stock rating to Strong Buy, despite reducing the price target from $85 to $65, citing a more attractive valuation at the current level. Jefferies also adjusted its price target for RadNet to $76 from $80, maintaining a Buy rating, and noted that recent environmental disruptions were temporary setbacks. Analysts from both firms highlighted RadNet’s potential for growth through its digital health initiatives and mergers and acquisitions.

RadNet’s management has indicated plans to expand its digital health infrastructure and cloud-native platforms, with projected Digital Health revenue to reach $80-$90 million in 2025. The company is also exploring opportunities for acquisitions, supported by its substantial cash reserves. These developments reflect RadNet’s strategic focus on leveraging technology to enhance operational efficiency and drive future growth.

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