GMED News & Analysis
3 articles
Market Mood
Madison Fund Sold Globus Medical (GMED) as Valuation Exceeded
Madison Small Cap Fund liquidated its position in Globus Medical, Inc. (GMED) after a multi-year investment, citing a market cap increase to $12 billion and a share price of $90 compared to their intrinsic value estimate of $85. GMED shares closed at $80.52 on June 11, 2026, with a one-month return of 5.06% and a 36.71% increase over the past year. For Q1 2026, GMED reported revenue of $759.9 million, reflecting a year-over-year growth of 27%. Despite its potential, the fund expressed a preference for smaller investment alternatives amid AI stock opportunities.
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GLOBUS MEDICAL INC Form 144 Filed on June 5, 2023
On June 5, 2023, Globus Medical Inc (GMED) filed a Form 144 with the SEC. This form indicates the planned sale of securities by its insiders, providing insights into potential liquidity events from the company. Form 144 filings are essential for monitoring the trading of affiliates' shares, as they serve as a notice of proposed sale under Rule 144. Monitoring these filings can help investors gauge sentiment around trading by key stakeholders in GMED.
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Globus Medical (GMED) Q1 Revenue Increases 27% to $759.9 Million
Globus Medical (GMED) reported Q1 revenue of $759.9 million, a 27% increase year over year, and a non-GAAP diluted EPS of $1.12, up 64.7%. The growth was attributed to momentum in U.S. spine, which saw consistent growth for three consecutive quarters at approximately 10%. The company raised its full-year EPS guidance to a range of $4.70 to $4.80. Additionally, Globus reaffirmed revenue guidance of $3.18 billion to $3.22 billion while managing expectations for Nevro revenue integration in the near term.
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