InMode to Present at the 25th Annual Needham Virtual Healthcare Conference Accessibility StatementSkip NavigationYOKNEAM, Israel, March 24, 2026 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, today announced that Moshe Mizrahy, Chief Executive Officer and Yair Malca, Chief Financial Officer will present at the 25th Annual Needham Virtual Healthcare Conference on Monday, April 13, 2026.The fireside chat, moderated by Michael Matson, Senior Equity Ana ...

Malca outlined changes to InMode’s North American organization aimed at strengthening execution. He said the company appointed a new president at the beginning of the fourth quarter and added two new vice presidents, creating what he described as a new “presidential suite” for the region. Malca said the company has provided the team with requested resources and is looking for the new structure to deliver results.He added that the company still believes demand for aesthetic procedures will return over time, ...

Mizrahy said the company had built “safety inventory” of finished goods and components, a strategy that began during a prior conflict roughly two years ago. He said InMode shipped product to subsidiaries globally and is now shifting inventory between subsidiaries to help fill gaps because shipping directly from Israel is currently difficult. However, he cautioned that if conditions persist for another six months, inventory may not be sufficient, noting the company does not have inventory to last “until the ...

Summary of InMode Conference Call Company Overview - **Company**: InMode - **Industry**: Medical Devices, specifically in aesthetic treatments Key Points Current Operational Challenges - InMode is currently operating at approximately **60% manufacturing capacity** due to regional instability and threats from neighboring countries [5][6] - The company faces significant **logistical challenges** with shipping, as major carriers like DHL and FedEx are not operating flights to Israel, leading to increased shipping costs [6][7] - Employee attendance is affected by school closures, impacting workforce availability [6] Inventory Management - InMode has built a **safety inventory** of finished goods and components over the past two years, which is currently being utilized to meet market demands despite shipping challenges [11] - The company has shipped products to subsidiaries globally to fill gaps caused by local disruptions [11] Share Buyback Program - InMode has executed a **share buyback program**, purchasing shares worth **$508 million** to date, with an additional **$85 million to $90 million** approved for buyback, totaling around **$600 million** over the last 3.5 years [14][15] - The company aims to maintain liquidity for potential M&A opportunities, targeting acquisitions in the range of **$500 million to $1 billion** [17] Market Trends and Customer Insights - There is a **stabilization** in patient activity and treatment usage, with no significant growth or decline observed [19] - High interest rates on leasing (14%-15%) are affecting customer purchasing decisions, particularly in the U.S. market [20] - The company anticipates potential growth in 2027, contingent on stabilization in 2026 and new product launches [22][33] Product and Technology Development - InMode is focusing on expanding its portfolio to include **non-invasive technologies**, which now contribute nearly **20%** to its revenue [34] - The company is developing new laser technologies to complement its existing RF energy products, aiming for a competitive edge in the market [36][39] - A dedicated team for the **dry eye treatment** platform has been established, with plans to submit for FDA approval for a new RF-based study [41][42] Geographic and Structural Changes - InMode has restructured its North American operations to unify management, aiming for improved efficiency and sales performance [29][30] - The company is also exploring growth opportunities in Asia, particularly in China and Korea, where it currently has limited market presence [46][47] Financial Outlook - Gross margins are impacted by a shift towards more laser-based devices, which traditionally have lower margins, and by tariffs affecting U.S. operations [49][50] - Despite current challenges, there is optimism about the recovery of demand for aesthetic procedures, which is expected to improve margins in the future [51] Additional Insights - The company is cautious about future guidance due to macroeconomic uncertainties and ongoing regional instability [22][50] - InMode's management is actively monitoring the effectiveness of recent organizational changes and is prepared to make further adjustments as necessary [30][32]

InMode Announces New Share Repurchase Program Accessibility Statement Skip NavigationYOKNEAM, Israel, March 13, 2026 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, today announced that its Board of Directors has authorized a new share repurchase program for up to approximately 10% of the Company's total shares outstanding, representing approximately 6.38 million ordinary shares.In 2025, the Company repurchased approximately $127.4 million of its out ...

Core Viewpoint - The discussion revolves around the cyclical nature of the market, indicating a potential transition from a down cycle to a recovery phase, although caution is advised regarding over-optimism [1] Market Cycle Analysis - The market has been characterized by a down cycle followed by a flat period, with expectations of an upcoming up cycle [1] - Recent signs suggest a slight improvement in certain end markets, indicating a potential recovery [1]

InMode (NasdaqGS:INMD) FY Conference Summary Company Overview - **Company**: InMode - **Industry**: Aesthetic medical devices - **Conference Date**: March 11, 2026 Key Points Market Outlook - After two years of declining business, InMode expects 2026 to be flat on the top line, with hopes for improvement thereafter [5][7] - There are signs of recovery in end markets, although caution is advised regarding optimism [2][5] - Demand for aesthetic procedures is anticipated to return, despite recent declines across various segments, including energy-based devices and injectables [7][10] Organizational Changes - InMode has restructured its U.S. team, appointing a new president and two new VPs to enhance leadership and execution [10][12] - A dedicated sales team has been established to focus on non-aesthetic wellness devices, including eye care and women's health products [12][13] Strategic Focus - The company is expanding into non-aesthetic markets, including women's health and ophthalmology, with plans to enter ENT next year [22][23] - InMode is working on obtaining U.S. indications for dry eye treatment, which is expected to boost sales once achieved [22][24] Product Development - InMode has introduced new laser products, including a CO2 laser and a Pico laser, to complement its existing offerings [27][28] - The strategy aims to create a one-stop shop for customers, reducing reliance on competitors for energy-based devices [27][28] Financial Considerations - Margins are under pressure due to the competitive nature of the laser market, which is considered a commodity [31][32] - The company is exploring various options for capital allocation, including share buybacks, dividends, and potential M&A opportunities [46][47] Future Growth Potential - Growth in the U.S. market is crucial for margin improvement, as it has historically been the most profitable region for InMode [55][56] - The company is monitoring tariffs closely, as their removal could positively impact margins [56][58] New Product Launches - The Pico laser was launched in Q1 2026, with additional products, including a new version of Morpheus8 and an Erbium laser, expected later in the year [68][72][80] Business Model - InMode maintains a business model that avoids the "razor and razor blade" approach, focusing on device sales without relying heavily on consumables [52][53] Additional Insights - The company is optimistic about the potential for growth in new markets, particularly in women's health, which is projected to be larger than ophthalmology [23] - The focus on bundling products, such as combining RF devices with lasers, is seen as a lucrative strategy to enhance sales [41][42] This summary encapsulates the key insights and strategic directions discussed during the InMode FY Conference, highlighting the company's outlook, organizational changes, product development, and financial strategies.

Core Viewpoint - InMode is facing downward pressure on its stock, with recent evaluations leading to the rejection of proposals for potential transactions, and the company is focusing on reviewing its business strategy to enhance long-term shareholder value [2][3][4]. Group 1: Stock Performance - InMode shares are currently trading 6.9% below their 20-day simple moving average (SMA) and 5.1% below their 100-day SMA, indicating short-term weakness despite broader market strength [4]. - The stock has decreased by 25.21% over the past 12 months and is closer to its 52-week lows than highs, suggesting ongoing challenges in regaining upward momentum [4]. - As of Monday morning, InMode shares were down 8.02% at $14.00, with key resistance at $16.00 and key support at $14.00 [6]. Group 2: Technical Indicators - The Relative Strength Index (RSI) is at 55.18, indicating neutral territory, meaning the stock is neither overbought nor oversold [5]. - The Moving Average Convergence Divergence (MACD) is at 0.0084, below its signal line at 0.0274, suggesting bearish pressure on the stock [5]. - The combination of a neutral RSI and bearish MACD indicates mixed momentum, reflecting uncertainty in the stock's short-term outlook [5]. Group 3: Strategic Review - InMode will continue to review its business and growth strategy, focusing on cash allocation to boost long-term shareholder value [3]. - The company has indicated that it does not plan to provide further updates on the review outcome unless additional disclosure is deemed necessary or required [3].

Core Viewpoint - InMode Ltd. has concluded its independent transaction committee review and determined that none of the final proposals for a potential transaction are adequate for the company and its shareholders, leading to the discontinuation of the process [1] Group 1: Transaction Review - The independent transaction committee of InMode's Board of Directors has completed its review of proposals related to a potential transaction [1] - The committee conducted a comprehensive evaluation with the assistance of external financial and legal advisors [1] - Following the review, the committee concluded that the proposals received were not in the best interests of the company and its shareholders [1] Group 2: Future Strategy - InMode will continue to assess its business and growth strategy, as well as its cash allocation strategy, focusing on enhancing long-term shareholder value [1] - The company does not plan to provide further updates on this matter unless additional disclosure is deemed appropriate or required [1] Group 3: Company Overview - InMode is a leading global provider of innovative medical technologies, developing, manufacturing, and marketing devices that utilize novel radio frequency technology [1] - The company aims to enable new surgical procedures and improve existing treatments across various medical fields, including plastic surgery, gynecology, dermatology, otolaryngology, and ophthalmology [1]

Company Overview - InMode Ltd. is an Israeli-based company specializing in medical aesthetics, providing platforms and technology for both minimally invasive and non-invasive procedures [1] - The company offers 12 platforms that deliver a variety of treatments, including radio-frequency (RF) micro-needling [1] Investment Philosophy - The investment approach emphasizes the importance of compounding, dividend reinvesting, and patient investing through various market conditions to achieve wealth creation [1] - The strategy includes a mix of steady accumulation of high-quality assets along with high-risk/high-reward opportunities and transformative technologies [1] Academic Background - The individual associated with the analysis has over 20 years of teaching experience at the college/university level and holds a PhD from Brunel University [1]