Added to YB: 2026-03-20
Pitch date: 2026-01-22
ESTA [bullish]
Establishment Labs Holdings Inc.
-2.77%
current return
Author Info
No bio for this author
Company Info
Establishment Labs Holdings Inc., a medical technology company, manufactures and markets medical devices for breast aesthetic and reconstructive plastic surgeries in Europe, the Middle East, Africa, Latin America, Asia, and the United States.
Market Cap
$1.9B
Pitch Price
$67.40
Price Target
135.00 (+106%)
Dividend
N/A
EV/EBITDA
-75.79
P/E
-37.71
EV/Sales
9.93
Sector
Health Care Equipment and Supplies
Category
growth
Establishment Labs Holdings Inc. - $ESTA
ESTA: Costa Rican breast implant co w/ Motiva SmoothSilk tech (1-1.5% capsular contracture vs high-single-digit peers). Preserve procedure cuts recovery time, 30% more volume per size. Mia enables office-based augmentation in minutes. US share gain path to 40-65% of $400M market, recon approval 2026. 0% CR tax to 2030+. Model $5 2027 EPS, $9 2028 EPS = $135 PT at 15x. Catalysts: US share gains, recon rollout, ROW distributor fix, China upside.
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