LivaNova Plc (LIVN)

Over the past six months, LivaNova's stock has been influenced by several key events. In Q1 2025, strong earnings and raised guidance were reported due to organic revenue growth and clinical milestones. Q2 2025 also saw strong results, leading to further raised guidance. The Essenz Perfusion System was launched in China in August 2025. Analyst ratings have been mixed, with some reaffirming "buy" ratings and others downgrading the company. Donald Zurbay was appointed to the Board of Directors in September 2025. The company is scheduled to announce its Q3 2025 results in early November 2025.

Demand seasonality for LivaNova's products varies by segment. The Cardiopulmonary and Advanced Circulatory Support segments are typically affected by the winter season. The Neuromodulation segment generally maintains a consistent demand rate throughout the year.

LivaNova Plc is a global medical technology company focused on developing and delivering innovative therapeutic solutions. It operates in the medical technology sector, specifically the medical devices industry, and is segmented into Cardiopulmonary, Neuromodulation, and Advanced Circulatory Support (ACS). The Cardiopulmonary segment includes heart-lung machines, oxygenators, and related accessories, with the Essenz Perfusion System as a notable product. The Neuromodulation segment focuses on devices like the VNS Therapy System for treating drug-resistant epilepsy and difficult-to-treat depression. The Advanced Circulatory Support (ACS) segment develops and sells temporary life support products.

LivaNova is headquartered in London, UK, and operates in over 100 countries. Approximately half of its revenue comes from the U.S. market, with 21% from Europe, and the remainder from the rest of the world.

LivaNova's brand reputation in the past year has been positively influenced by advancements in clinical studies and product performance. The OSPREY clinical study for obstructive sleep apnea met its primary endpoints. The RECOVER clinical study showed that VNS Therapy demonstrated therapeutic effects on depressive symptoms. The Essenz Perfusion System has contributed to strong cardiopulmonary revenue growth. No significant negative events impacting LivaNova's brand reputation were found.

Institutional investors hold a significant portion of LivaNova's stock, approximately 88.39%, with major holders including BlackRock Advisors LLC, PRIMECAP Management Co., and Vanguard Fiduciary Trust Co. Individual investors hold around 0.36%.