Why Is Penumbra (PEN) Up 5% Since Last Earnings Report?

Group 1: Earnings Performance - Penumbra reported Q2 2025 adjusted earnings per share of 86 cents, exceeding the Zacks Consensus Estimate by 6.2%, while year-ago adjusted EPS was at breakeven level [2] - The company registered revenues of $339.5 million in Q2 2025, reflecting a 13.4% year-over-year increase and surpassing the Zacks Consensus Estimate by 3.5% [3] Group 2: 2025 Outlook - Penumbra updated its 2025 revenue guidance to a range of $1.355-1.370 billion, indicating a growth of 13%-15% over 2024 revenue of $1.195 billion [4] - The company maintains a U.S. Thrombectomy growth guidance of 20%-21% year-over-year and expects gross margin expansion of at least 100 basis points to over 67% [4] Group 3: Estimate Revisions and Market Performance - There has been a downward trend in estimates revision for Penumbra, with the consensus estimate shifting down by 5.52% [5] - The stock has a Zacks Rank 3 (Hold), indicating an expectation of in-line return in the coming months [7] Group 4: Industry Comparison - Penumbra is part of the Zacks Medical - Instruments industry, where AngioDynamics has gained 11.7% over the past month, reporting revenues of $80.16 million with a year-over-year change of +12.9% [8][9]