Added to YB: 2026-05-25
Pitch date: 2026-05-21
ESTA [bullish]
Establishment Labs Holdings Inc.
-14.05%
current return
Author Info
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
$1.8B
Pitch Price
$71.39
Price Target
280.00 (+356%)
Dividend
N/A
EV/EBITDA
-283.61
P/E
-47.85
EV/Sales
8.25
Sector
Health Care Equipment and Supplies
Category
growth
Four Bagging Fun Bags?: Establishment Labs Holdings $ESTA
ESTA: FDA-approved Motiva breast implant w/ 200+ patents has <1% 3yr scar tissue rate vs 3.6% competitors, softer texture, no general anesthesia needed, less invasive. Secular tailwinds: K-shaped economy + Ozempic users lose 1 cup size driving corrective demand. $229M TTM rev, ~7% global share in $3B market growing to $5B by 2030. Analyst PT ~$280 (4x) on aggressive share capture. Risks: already doubled since Aug, pending reconstruction FDA approval, dilution for R&D. CEO bought at $35 (now $70). Not typical value play but healthcare exposure w/ small position.
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