Piper Sandler reaffirms MDxHealth stock optimism, consistent revenue outperformance

Published 22/08/2024, 12:30
Piper Sandler reaffirms MDxHealth stock optimism, consistent revenue outperformance

On Thursday, MDxHealth SA (NASDAQ:MDXH) stock maintained its Overweight rating and $8.00 price target from Piper Sandler. The reaffirmation follows the company's second-quarter results, which aligned with the prior management pre-announcement.

MDxHealth reported revenues of $22.2 million, marking a 32% year-over-year increase. This growth was attributed to the higher volume of both tissue-based tests, such as Confirm mdx and GPS, and liquid-based tests, including Select mdx and Resolve mdx.

The robust performance in the quarter has led the management to raise its revenue forecast for 2024 for the second quarter in a row. The updated projection is now set between $85 million and $87 million, reflecting a 21-24% year-over-year growth.

This optimistic outlook is supported by consistent strong sales and an improved equity ownership structure resulting from a debt transaction in the second quarter.

Piper Sandler's analyst noted that the recent revenue outperformance has made the path to profitability for MDxHealth increasingly plausible. The management of the company has indicated expectations to reach adjusted EBITDA positivity in the first half of 2025.

The analyst highlighted the company's continued commercial momentum and favorable valuation at approximately 1.2 times enterprise value to next twelve months sales as compelling reasons for investment in the small-cap sector.

The analyst's reiteration of the Overweight rating and price target reflects confidence in MDxHealth's current trajectory. With the company's solid organic growth and strategic financial management, MDxHealth appears to be on a steady course toward its financial goals.

In other recent news, MDxHealth has garnered continued support from BTIG, which reiterated a Buy rating for the firm. This comes after MDxHealth reported a 7% second-quarter revenue beat over expectations and raised its full-year 2024 revenue outlook.

The company's impressive growth trajectory includes an 89% year-over-year revenue increase in 2023 and 42% organic growth. Notably, MDxHealth currently trades at just 1.0 times BTIG's 2025 revenue estimate of $94 million, a valuation below the historical average for sector peers.

Despite these positive developments, BTIG has chosen not to revise their estimates at this time, with plans to update their financial projections following the release of MDxHealth's complete second-quarter results.

These recent developments underscore confidence in MDxHealth's ability to surpass the raised revenue guidance based on its consistent performance.

InvestingPro Insights

MDxHealth SA (NASDAQ:MDXH) has demonstrated an impressive revenue growth of 65% over the last twelve months as of Q1 2024, according to InvestingPro data. This growth is a testament to the company's robust sales strategy and the market's positive reception of its diagnostic tests. With a market capitalization of $89.23 million, the company's financial health is under scrutiny, particularly as it is quickly burning through cash, a point highlighted by one of the InvestingPro Tips. Despite this, MDxHealth has seen a significant return over the last week, month, and three months, with total returns of 15.55%, 16.79%, and 18.05% respectively.

InvestingPro Tips also reveal that analysts have revised their earnings estimates upwards for the upcoming period, indicating potential optimism in the company's future financial performance. However, they do not anticipate the company will be profitable this year, and it has not been profitable over the last twelve months. Another point to consider is that MDxHealth does not pay a dividend, which may influence investment decisions for income-focused investors. For a deeper dive into the company's prospects and additional tips, there are 8 more InvestingPro Tips available at https://www.investing.com/pro/MDXH.

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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