Added to YB: 2026-08-18
Pitch date: 2026-08-14
LNSR [bullish]
LENSAR, Inc.
-1.34%
current return
Author Info
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Company Info
LENSAR, Inc., a commercial-stage medical device company, focuses on designing, developing, and marketing laser systems for the treatment of cataracts and the management of pre-existing or surgically induced corneal astigmatism in the United System, Europe, Asia, South Korea, and internationally.
Market Cap
$101.6M
Pitch Price
$8.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
-37.40
P/E
15.64
EV/Sales
1.73
Sector
Health Care Equipment and Supplies
Category
special_situation
LENSAR Inc. ($LNSR) - Phoenix from the ashes?
LNSR: Cataract laser co, ALLY robotic system grew US market share 14%→23.4% in 3.5yrs. Alcon $430M (8x rev) deal died on FTC block, tanking stock/backlog as intl distributors froze. ~$55M recurring rev run-rate, 52% GM, ~$2.5M adj EBITDA. Trades 2.9x EV/rev vs Alcon's 8x. FD mkt cap $226M, EV $191M. Risks: intl re-engagement lag, North Run controls 45%, seasonally weak Q3 + rising OpEx.
Read full article (7 min)