LivaNova Plc (LIVN)

LivaNova's stock has been influenced by earnings reports and analyst activities. The company's Q3, Q2, and Q1 2025 earnings surpassed consensus estimates, and full-year 2024 results showed strong revenue growth. LivaNova issued full-year 2025 guidance, expecting revenue growth between 5.0% and 6.0%, and announced positive results from its OSPREY clinical study. Analysts have raised LivaNova's price target, with a consensus rating of "Moderate Buy".

Demand for LivaNova's products exhibits some seasonality. The cardiopulmonary and advanced circulatory support segments are typically affected by the winter season, which generally sees a higher number of cases. The neuromodulation segment experiences a more consistent demand rate throughout the year.

LivaNova Plc is a global medical technology company specializing in therapeutic solutions for neurological and cardiac conditions. It operates in the Medical Equipment, Supplies & Distribution sector, focusing on Medical Devices. Formed in 2015 through the merger of Sorin S.p.A. and Cyberonics Inc., LivaNova's products are divided into Cardiopulmonary, which includes heart-lung machines and related accessories, and Neuromodulation, which develops devices for treating drug-resistant epilepsy and difficult-to-treat depression.

LivaNova, headquartered in London, U.K., operates globally in over 100 countries. Its business units are based in Clamart (France), Mirandola (Italy), and Houston (U.S.). The company's revenue distribution is approximately 55% from the U.S., 18% from Europe, and 27% from the Rest of World.

LivaNova has maintained a strong brand reputation due to its market leadership, innovation, and positive clinical developments. The company reported robust revenue growth and a significant improvement in net income in the first half of 2025. Positive results from the OSPREY clinical study for obstructive sleep apnea and the RECOVER study for difficult-to-treat depression have enhanced the company's standing. Strategic divestitures and a focus on core businesses have been viewed positively.

LivaNova's stock is primarily held by institutional investors, accounting for approximately 81.63% to 97.64% of ownership. Insiders own a small percentage, around 0.28% to 0.29%, while public companies and individual investors hold approximately 18.09% to 20.86%. Major institutional owners include BlackRock, Inc., PRIMECAP Management Co./CA/, and Millennium Management LLC.