Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Penumbra (PEN) , which belongs to the Zacks Medical - Instruments industry.This medical device maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 16.18%.For the last reported quarter, Penumbra came out with earnings of $0.83 per share versus the Za ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Penumbra (PEN) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On ...

Core Viewpoint - Penumbra, Inc. will host a conference call to discuss its financial results for the second quarter of 2025 on July 29, 2025, at 4:30 PM Eastern Time, with a press release to follow after market close on the same day [1]. Group 1: Conference Call Details - The conference call can be accessed via phone at (888) 596-4144 with conference ID 6572573, or through a webcast available on the company's website [2]. - The webcast will remain accessible on the company's website for at least two weeks after the call [2]. Group 2: Company Overview - Penumbra, Inc. is recognized as the world's leading thrombectomy company, focusing on innovative technologies for medical conditions such as ischemic stroke and venous thromboembolism [3]. - The company's portfolio includes computer-assisted vacuum thrombectomy (CAVT), aimed at efficiently removing blood clots from various parts of the body [3]. - Penumbra supports healthcare providers in over 100 countries, striving to enhance patient outcomes and quality of life [3].

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Summary of Penumbra (PEN) 2025 Conference Call Company Overview - **Company**: Penumbra, Inc. (PEN) - **Industry**: Medical Devices, specifically focusing on thrombectomy technologies Key Points Thrombectomy Growth and Market Dynamics - Penumbra has experienced impressive growth rates in its thrombectomy business, particularly in the VTE (Venous Thromboembolism) segment, with significant market share gains in DVT (Deep Vein Thrombosis) and PE (Pulmonary Embolism) [3][5] - The company anticipates a sustainable growth trajectory in the VTE market, which is estimated to grow in the high teens to low twenties percentage range annually [6][7] - Penumbra's confidence in its technology is attributed to its innovation, which has made procedures faster, safer, and simpler compared to traditional methods [5][6] Market Access and Economic Rationale - The ability to demonstrate clinical and economic benefits to hospital systems is crucial for continued market access and growth [7] - Data from Vizient indicates significant clinical and economic benefits associated with Penumbra's products, which is essential for hospital profitability [7] STORM PE Trial - The STORM PE trial has concluded enrollment, and its results are expected to significantly impact the number of patients referred for intervention [8][20] - Positive outcomes from the STORM PE trial could lead to increased market penetration and share gains, similar to past experiences in the stroke market [20][21] Neurovascular Business Insights - The neurovascular segment is growing but at a slower pace compared to the VTE business, with market growth estimated in the mid-single digits [30][32] - Penumbra is focusing on share capture in this segment, especially as competition increases with many new entrants [34][37] Thunderbolt Product Launch - Thunderbolt is positioned as a significant advancement in thrombectomy technology, aimed at improving ingestion time for clot removal [46][56] - The product is expected to enhance the efficiency of existing procedures and potentially increase market share and pricing power [69][73] - Penumbra aims to keep the combined cost of procedures under $10,000 to ensure profitability for hospitals while capturing a larger share of the market [73] Future Outlook - Penumbra expresses optimism about the future of its VTE business, with expectations of continued innovation and market growth [28] - The company is focused on both share capture and price increases as key drivers for future revenue growth [70][77] - Upcoming milestones include data presentations from the STORM PE trial and the launch of Thunderbolt, which are anticipated to drive significant advancements in the company's offerings [50][78] Additional Insights - The company emphasizes the importance of clinical outcomes and the speed of procedures in improving patient care, which aligns with the broader goals of the medical community [77] - Penumbra's leadership is committed to maintaining a balance between innovation and market expectations, ensuring that advancements do not compromise the economic viability of procedures for hospitals [45][73]

Core Insights - Penumbra, Inc. has completed enrollment in the STORM-PE clinical trial, which is a pioneering study comparing computer-assisted vacuum thrombectomy (CAVT™) using Penumbra's Lightning Flash™ with anticoagulation versus anticoagulation alone for treating acute intermediate-high risk pulmonary embolism [1][2] - The trial enrolled 100 patients and aims to provide high-quality evidence on the effectiveness of CAVT in improving right heart function and clinical outcomes in patients with pulmonary embolism [1][2][4] - Pulmonary embolism is a significant health concern, with an estimated 900,000 symptomatic cases occurring annually in the U.S., and a mortality rate of 10-30% within one month of diagnosis [3] Company Overview - Penumbra, Inc. is recognized as the world's leading thrombectomy company, focusing on innovative technologies for medical conditions such as ischemic stroke and venous thromboembolism [6] - The company's Lightning Flash portfolio features advanced mechanical thrombectomy systems designed to remove blood clots efficiently, utilizing dual clot detection algorithms and a specialized catheter design [4][6] - Penumbra operates in over 100 countries, aiming to enhance patient outcomes and quality of life through its innovative medical solutions [6]

Core Viewpoint - Integer (ITGR) is currently more attractive to value investors compared to Penumbra (PEN) based on various valuation metrics and earnings outlook [1][3]. Valuation Metrics - ITGR has a forward P/E ratio of 19.17, significantly lower than PEN's forward P/E of 69.63 [5]. - The PEG ratio for ITGR is 1.04, indicating a more favorable valuation relative to its expected earnings growth, while PEN's PEG ratio stands at 2.31 [5]. - ITGR's P/B ratio is 2.63, compared to PEN's P/B of 8.27, suggesting that ITGR is undervalued relative to its book value [6]. Zacks Rank and Value Grades - ITGR holds a Zacks Rank of 1 (Strong Buy), indicating a stronger improvement in earnings outlook compared to PEN, which has a Zacks Rank of 2 (Buy) [3]. - Based on the valuation metrics, ITGR has a Value grade of B, while PEN has a Value grade of D, reinforcing the view that ITGR is the better option for value investors [6].

For Immediate ReleaseChicago, IL – June 9, 2025 – Today, Zacks Equity Research discusses Penumbra (PEN) , Integer Holdings (ITGR) and AngioDynamics (ANGO) .Industry: Medical InstrumentsLink: https://www.zacks.com/commentary/2487141/3-medical-instruments-stocks-winning-big-with-genai-amid-global-gloomOver the past year, advancements in artificial intelligence (AI) and predictive analytics have rapidly revolutionized the Medical Instruments industry, driving innovation in diagnostics, patient monitoring and p ...

Core Viewpoint - Penumbra, Inc. has received FDA clearance for the Ruby® XL System, which is the longest, largest, and softest coil available for vascular embolization, aimed at improving procedural efficiency and patient outcomes [1][2]. Product Features - The Ruby XL System includes three innovative technologies: Ruby XL, POD® XL, and Packing Coil XL, all designed for use with a 0.035" diagnostic catheter [2][8]. - Ruby XL coils can achieve sizes up to 40mm and lengths up to 70 cm, providing more volume per coil than any other on the market, potentially leading to cost savings [2][10]. - The POD XL features a hybrid design with three-in-one coil occlusion technology, suitable for high-flow vessels, while Packing Coil XL utilizes liquid metal wave shape technology for dynamic adjustment to vessel sizes [8][10]. Market Position - With the introduction of the Ruby XL System, Penumbra expands its Ruby portfolio, offering one of the most comprehensive embolization product lines available to physicians [3][4]. - The company emphasizes its commitment to innovation in developing technologies for challenging medical conditions, including ischemic stroke and venous thromboembolism [4].

Penumbra (PEN) 2025 Conference June 04, 2025 09:55 AM ET Speaker0 Okay. So we're ready to kick off. This is the fireside chat with Penumbra. My name is Mike Sarcone. I'm one of the analysts on the US medical supplies and devices team. And with us from the company today, we have Adam El Seltzer. He's co founder, president, chairman, and CEO. We've also got Jason Mills, director of strategy. And Cecilia Furlong, who is a director of business Development, is also here with us. So team, thank you for joining us ...