--- title: "Is Globus Medical (GMED) Cheap After Its Earnings Beat And Higher EPS Outlook?" type: "News" locale: "en" url: "https://longbridge.com/en/news/295317313.md" description: "Globus Medical (GMED) reported an earnings beat with revenue and EPS exceeding estimates, alongside a higher non-GAAP EPS outlook. This positive performance coincided with a 7.39% share price return over 90 days. Analysis suggests the stock is undervalued, with a fair value estimate of $107.42 compared to the recent close of $82.35. The valuation gap is driven by expected margin expansion and synergy capture from NuVasive and Nevro acquisitions, though risks regarding integration and competition remain." datetime: "2026-08-09T07:29:56.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295317313.md) - [en](https://longbridge.com/en/news/295317313.md) - [zh-HK](https://longbridge.com/zh-HK/news/295317313.md) generator: "portal-rs" --- # Is Globus Medical (GMED) Cheap After Its Earnings Beat And Higher EPS Outlook? Globus Medical (GMED) is back in focus after its latest quarterly report, where revenue and earnings per share topped Wall Street estimates. Margin gains and a higher non GAAP EPS outlook are central for investors. See our latest analysis for Globus Medical. The latest earnings beat and higher non-GAAP EPS outlook have coincided with a 7.39% 90-day share price return for Globus Medical, while the year-to-date share price return is still down 5.67%. Over a longer horizon, the 40.41% 1-year total shareholder return suggests that recent momentum has been building rather than fading. If you are looking beyond Globus Medical for healthcare related growth themes, this is a useful moment to scan a curated list of 43 healthcare AI stocks Globus Medical is putting up solid operating results and the stock has already reacted, helped by the recent 1 year return of 40.41%. The key issue now is whether that quality is already fully reflected in the price. ## Most Popular Narrative: 23.3% Undervalued Compared with the last close at $82.35, the most followed narrative pegs Globus Medical's fair value at $107.42, which frames a sizeable valuation gap for investors to weigh. > *Successful integration and synergy capture from the NuVasive and Nevro acquisitions are providing opportunities for increased cross-selling, cost efficiencies, and realization of deferred tax assets, which are expected to drive margin expansion, boost earnings, and enhance recurring cash flows in upcoming years.* *Read the complete narrative.* Read the complete narrative. Want to understand why this narrative assigns such a premium to Globus Medical? The core thesis leans on steady revenue expansion, resilient margins, and a richer earnings multiple a few years out. Curious which specific growth and profitability assumptions have to line up to justify that fair value. In simple terms, the narrative assumes a moderate step up in annual revenue, slightly softer profit margins compared with today, and a future earnings base that supports a higher implied P/E than the current one. It also layers in a discount rate in the mid single digits, which affects how those future cash flows translate into a present value figure near $107.42 per share. **Result: Fair Value of $107.42 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, the Globus Medical narrative still faces real tests if the integration of NuVasive and Nevro underdelivers on synergies or if competition in robotic spine systems tightens further. Find out about the key risks to this Globus Medical narrative. ## Next Steps Given the upbeat tone around Globus Medical so far, it makes sense to check the numbers and pressure test the assumptions yourself. To see what investors view as the main positives, take a closer look at the 5 key rewards. ## Looking for more investment ideas beyond Globus Medical? If Globus Medical is on your radar, it is worth lining it up against other opportunities. Let a few targeted stock ideas sharpen your watchlist. - Spot potential value plays early and size them up against Globus Medical with a focused set of 52 high quality undervalued stocks. - Strengthen your income stream by reviewing companies in the 8 dividend fortresses that pair higher yields with more resilient profiles. - Seek stability first and then growth by shortlisting candidates from the 83 resilient stocks with low risk scores that keep risk scores in tighter check. *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* ### **New:** Manage All Your Stock Portfolios in One Place We've created the **ultimate portfolio companion** for stock investors, **and it's free.** • Connect an unlimited number of Portfolios and see your total in one currency • Be alerted to new Warning Signs or Risks via email or mobile • Track the Fair Value of your stocks Try a Demo Portfolio for Free ### Related Stocks - [GMED.US](https://longbridge.com/en/quote/GMED.US.md) - [NVRO.US](https://longbridge.com/en/quote/NVRO.US.md) ## Related News & Research - [Globus Medical Announces Acquisition of Higgs Boson Health to Transform Healthcare Experience Through AI-Driven Digital Solutions | GMED Stock News](https://longbridge.com/en/news/297093370.md) - [REG - Verition Fund Mgmt Spire Healthcare Grp - Form 8.3 - SPIRE HEALTHCARE GROUP PLC](https://longbridge.com/en/news/297798360.md) - [REG - BlackRock Group Adv Medical Solutns. - Form 8.3 - Advanced Medical Solutions Group plc](https://longbridge.com/en/news/297929095.md) - [12:20 ETMemorialCare Rehabilitation Institute at Long Beach Medical Center Earns Exemplary Three-Year CARF Accreditation for Eighth Consecutive Time](https://longbridge.com/en/news/297939929.md) - [Healthcare Firm Breach Exposes 9,540,683 Patient Records – Names, Social Security Numbers, Medical Data and More at Risk](https://longbridge.com/en/news/298030595.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**