INMD InMode Ltd. Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
15:34
Apr 26
Apr 26
$547M net cash vs $896M market cap creates an enterprise value of $349M, or 5x normalized owner earnings of $73M. The market is pricing a cyclical trough as permanent, ignoring the cash cushion and management’s buyback program (10% authorization), providing a 30% margin of safety. A classic cigar butt with strong financial resources; high probability of re-rating as headwinds reverse. Innovation treadmill – if competitor launches superior device, razor-and-blade model breaks; also continued macro weakness could delay recovery.
HIGH
13:18
Mar 17
Mar 17
Views InMode as a great growing business
Mentions following the company's story and views it as a great business if it maintains growth and competitiveness.
LOW
22:45
Feb 26
Feb 26
Kyle reflects on a past trade in InMode. The stock was a "sevenbagger," but the PE expanded from 22x to 50x. The market priced it like a recurring revenue SaaS, but it sells aesthetic hardware (one-off sales). This is a lesson in "Expectations vs. Reality." When the market assigns a valuation multiple (50x PE) that contradicts the fundamental business model (hardware sales), the asset becomes a speculation on mass psychology rather than an investment in intrinsic value. AVOID (Sell when valuation disconnects from business model). Momentum can drive prices higher irrationally before the crash.
16:22
Apr 30
Apr 30
Praises INMD cash management and buyback potential
Author praises INMD's conservative cash management and speculates on potential share buybacks or M&A announcements alongside upcoming quarterly results.
MED
20:36
Oct 05
Oct 05
Weight-loss drugs create tailwind for INMD
Author argues weight-loss drugs act as a tailwind for INMD, as patients who lose weight will subsequently seek treatments for sagging skin.
MED
About INMD Analyst Coverage
Buzzberg tracks INMD (InMode Ltd. Ordinary Shares) across 3 sources. 1 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (20%). 5 total trade ideas tracked. Latest voices: u/solacelabx, moodywriter13, Kyle Grieve.