Integer Holdings Corporation (ITGR)

In the past six months, Integer Holdings Corp.'s stock experienced a substantial decline of over 32% on October 23, 2025, following lowered 2025 sales guidance and a forecast of slower sales growth for 2026. These announcements led to multiple securities class action lawsuits against Integer Holdings. Despite these challenges, the company's board authorized a $200 million share repurchase program on November 4, 2025, and insider buying was noted. Overall, the stock price declined by 42.38% between January 6, 2025, and January 2, 2026.

The demand for Integer Holdings Corp.'s products and services is generally considered steady due to the non-elective nature of many medical therapies. Key drivers for sustained demand include an aging global population and a growing patient preference for minimally invasive surgical procedures. There is no explicit information indicating significant seasonality in the demand for Integer's products and services.

Integer Holdings Corp. is a medical device CDMO that designs and produces critical components and finished devices for medical OEMs, operating within the Healthcare sector, specifically in the Medical Devices industry. Its products and services span a wide range of medical applications, and it also develops batteries for non-medical applications. Its brands include Greatbatch Medical and Lake Region Medical.

Integer Holdings Corp. has a global presence, operating in the United States, Puerto Rico, Costa Rica, and internationally, with a footprint across four continents. More than half of the company's revenue is generated in the United States.

Integer Holdings Corp.'s brand reputation in the past year has been negatively affected by events surrounding its electrophysiology (EP) product line. The class-action lawsuits alleging misleading statements and a significant stock drop due to weak demand for key products could damage the company's credibility and reputation.

Integer Holdings Corp. has an ownership structure primarily dominated by institutional investors such as BlackRock, Inc., and Vanguard Group Inc. Institutional holdings account for a significant portion of the outstanding shares. Insiders hold a smaller but important stake, with notable insider buying activity in late 2025.