ICU Medical, Inc. (NASDAQ:ICUI) Given Average Rating of "Buy" by Analysts

Key Points

• Analyst consensus: Five firms give ICU Medical an average rating of "Buy" (one sell, two buy, two strong-buy) with a 12‑month average price target of $169.00.
• Q1 and guidance: The company delivered an EPS beat but revenue was down roughly 12–14% year‑over‑year and net margins are very thin, while FY2026 guidance of $7.75–$8.45 per share nudges slightly above street expectations.
• Institutional interest and stock metrics: Hedge funds and institutions own about 96.10% of shares with several managers adding to positions; market cap is roughly $3.08 billion and the stock trades around $123 with a 52‑week range of $107–$160.

ICU Medical, Inc. (NASDAQ:ICUI - Get Free Report) has been given an average recommendation of "Buy" by the five research firms that are currently covering the firm, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, two have given a buy rating and two have given a strong buy rating to the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $169.00.

A number of equities analysts recently issued reports on ICUI shares. Jefferies Financial Group upgraded ICU Medical to a "strong-buy" rating in a report on Thursday. Piper Sandler decreased their target price on ICU Medical from $178.00 to $163.00 and set an "overweight" rating on the stock in a report on Friday, April 17th. Wall Street Zen cut ICU Medical from a "buy" rating to a "hold" rating in a report on Saturday, April 18th. KeyCorp decreased their target price on ICU Medical from $180.00 to $164.00 and set an "overweight" rating on the stock in a report on Monday, April 27th. Finally, Weiss Ratings reiterated a "sell (d-)" rating on shares of ICU Medical in a report on Thursday, January 22nd.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Bryce Point Capital LLC purchased a new position in shares of ICU Medical during the third quarter valued at $586,000. Inscription Capital LLC grew its holdings in shares of ICU Medical by 407.9% during the third quarter. Inscription Capital LLC now owns 8,365 shares of the medical instruments supplier's stock valued at $1,003,000 after buying an additional 6,718 shares in the last quarter. Federated Hermes Inc. grew its holdings in shares of ICU Medical by 56.5% during the third quarter. Federated Hermes Inc. now owns 290,292 shares of the medical instruments supplier's stock valued at $34,823,000 after buying an additional 104,798 shares in the last quarter. Emerald Mutual Fund Advisers Trust purchased a new position in shares of ICU Medical during the third quarter valued at $1,096,000. Finally, Schroder Investment Management Group grew its holdings in shares of ICU Medical by 25.2% during the third quarter. Schroder Investment Management Group now owns 796,704 shares of the medical instruments supplier's stock valued at $93,246,000 after buying an additional 160,380 shares in the last quarter. Hedge funds and other institutional investors own 96.10% of the company's stock.

Key ICU Medical News

Here are the key news stories impacting ICU Medical this week:

• Positive Sentiment: Q1 earnings beat — ICU reported $1.97 EPS vs. $1.78 consensus and revenue of $525.8M above estimates, showing an operational beat that typically supports the stock. ICU Medical (ICUI) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: FY2026 guidance nudged slightly above street expectations (EPS guide of $7.75–$8.45 vs. consensus ~7.74), which reduces downside risk to forward earnings and supports multiple expansion. ICU Medical Announces First Quarter 2026 Results
• Positive Sentiment: Analyst support — Jefferies upgraded ICU to "strong-buy" and Piper Sandler reaffirmed its buy rating, bringing additional buy-side attention that can lift the stock. Jefferies upgrade / coverage note Piper Sandler Reaffirms Buy
• Neutral Sentiment: Investor materials available — the company released its slide deck and earnings presentation, useful for digging into segment trends and margin drivers but not an immediate price catalyst by itself. Earnings Call Presentation
• Negative Sentiment: Revenue and margin pressure — revenue was down ~12–14% year-over-year and the reported net margin remains very thin, which raises questions about growth trajectory and earnings quality despite the EPS beat. Quarterly results and transcript

ICU Medical Stock Performance

Shares of NASDAQ ICUI opened at $123.07 on Friday. The company has a quick ratio of 1.15, a current ratio of 2.39 and a debt-to-equity ratio of 0.60. The stock has a market capitalization of $3.08 billion, a price-to-earnings ratio of 6,156.58, a PEG ratio of 1.72 and a beta of 0.74. The stock's fifty day simple moving average is $128.93 and its 200 day simple moving average is $138.35. ICU Medical has a 52-week low of $107.00 and a 52-week high of $160.29.

ICU Medical (NASDAQ:ICUI - Get Free Report) last issued its earnings results on Thursday, February 19th. The medical instruments supplier reported $1.91 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.68 by $0.23. The business had revenue of $535.94 million for the quarter, compared to analysts' expectations of $541.20 million. ICU Medical had a return on equity of 7.33% and a net margin of 0.03%.The company's quarterly revenue was down 14.1% on a year-over-year basis. During the same period in the previous year, the firm posted $2.11 EPS. ICU Medical has set its FY 2026 guidance at 7.750-8.450 EPS. As a group, sell-side analysts forecast that ICU Medical will post 6.31 earnings per share for the current fiscal year.

ICU Medical Company Profile

ICU Medical, Inc, together with its subsidiaries, develops, manufactures, and sells medical devices used in infusion therapy, vascular access, and vital care applications worldwide. Its infusion therapy products include needlefree products under the MicroClave, MicroClave Clear, and NanoClave brands; Neutron catheter patency devices; ChemoClave and ChemoLock closed system transfer devices, which are used to limit the escape of hazardous drugs or vapor concentrations, block the transfer of environmental contaminants into the system, and eliminates the risk of needlestick injury; Tego needle free connectors; Deltec GRIPPER non-coring needles for portal access; and ClearGuard, SwabCap, and SwabTip disinfection caps.

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