GMED Earnings
Thursday, May 07 2026
EPS Estimate
$0.92
$0.80 – $1.06
Revenue Estimate
$740M
Current Price
$93.83
Our Position
bearishAcquisition Woes and Robotics Weakness Weigh on Valuation
structured data
est. revisions stable
(+0.4pp / 30d)
The combination of acquisition execution risk, supply chain disruption, and a struggling robotics business suggests operational headwinds are real, not transient. A valuation discount rarely exists without reason. Until management demonstrates progress on integration and robotics recovery, the stock lacks a clear catalyst to re-rate higher.
Watch: Monitor next earnings call for acquisition synergy timelines and robotics segment stabilization. If supply chain pressures ease and robotics margins trend positive, the discount could tighten. Failure to show progress on either front risks further downside.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-3.1%
P/E Ratio
24.7
Est. Revisions (30d)
+0.0% 6up/5dn
Analyst Target (mean)
$110 $90–$123 +17%
Options P/C Ratio
1.07
Est. Dispersion
28% 14 analysts
Insider Cluster
strong sell
Recent Activity
insider trades
45 transactions
Sell
·
HULLER KELLY GRACE (General Counsel)
·20,000 shares
·$1,890,000
Exercise
·
HULLER KELLY GRACE (General Counsel)
·20,000 shares
·$871,600
Sell
·
HULLER KELLY GRACE (General Counsel)
·10,000 shares
·$876,700
Exercise
·
HULLER KELLY GRACE (General Counsel)
·10,000 shares
·$456,400
Sell
·
NORWALK LESLIE V (Director)
·2,000 shares
·$202,200
40 more
Sell
·
KLINE KYLE
·3,594 shr
·$363,353
Exercise
·
KLINE KYLE
·3,594 shr
·$186,421
Sell
·
NORWALK LESLIE V
·4,000 shr
·$355,400
Exercise
·
PAUL DAVID C
·34,375 shr
·$877,250
Sell
·
KLINE KYLE
·18,542 shr
·$1,668,780
Exercise
·
KLINE KYLE
·18,542 shr
·$1,109,876
Sell
·
HULLER KELLY GRACE
·7,500 shr
·$675,000
Exercise
·
HULLER KELLY GRACE
·7,500 shr
·$194,700
Sell
·
DAVIDAR DAVID D
·25,000 shr
·$2,150,005
Exercise
·
DAVIDAR DAVID D
·25,000 shr
·$638,000
Sell
·
ZARRILLI STEPHEN T
·25,000 shr
·$2,107,258
Exercise
·
ZARRILLI STEPHEN T
·25,000 shr
·$1,103,500
Sell
·
RHOADS ANN D
·10,000 shr
·$818,000
Sell
·
RHOADS ANN D
·10,000 shr
·$584,600
Sell
·
RHOADS ANN D
·7,500 shr
·$590,100
Sell
·
PFEIL KEITH W.
·14,167 shr
·$1,250,770
Exercise
·
PFEIL KEITH W.
·14,167 shr
·$733,561
Other
·
DAVIDAR DAVID D
·6,100 shr
Sell
·
HULLER KELLY GRACE
·2,500 shr
·$217,502
Exercise
·
HULLER KELLY GRACE
·2,500 shr
·$60,525
Sell
·
LEMAITRE DANIEL
·14,375 shr
·$1,221,893
Exercise
·
LEMAITRE DANIEL
·14,375 shr
·$935,094
Sell
·
DAVIDAR DAVID D
·40,000 shr
·$3,400,050
Sell
·
SCAVILLA DANIEL T
·130,000 shr
·$11,050,000
Exercise
·
SCAVILLA DANIEL T
·130,000 shr
·$5,674,900
Exercise
·
PAUL DAVID C
·26,042 shr
·$627,612
Sell
·
SCAVILLA DANIEL T
·60,000 shr
·$4,801,200
Exercise
·
SCAVILLA DANIEL T
·60,000 shr
·$2,101,200
Sell
·
HULLER KELLY GRACE
·5,000 shr
·$405,050
Exercise
·
HULLER KELLY GRACE
·5,000 shr
·$121,050
Sell
·
DAVIDAR DAVID D
·50,000 shr
·$3,751,813
Sell
·
HULLER KELLY GRACE
·7,500 shr
·$562,649
Exercise
·
HULLER KELLY GRACE
·7,500 shr
·$193,500
Sell
·
RHOADS ANN D
·15,000 shr
·$1,055,400
Exercise
·
RHOADS ANN D
·35,000 shr
·$871,900
Sell
·
DAVIDAR DAVID D
·25,000 shr
·$1,761,500
Sell
·
NORWALK LESLIE V
·1,000 shr
·$70,000
Sell
·
LEMAITRE DANIEL
·63,300 shr
·$4,090,022
Exercise
·
LEMAITRE DANIEL
·52,500 shr
·$2,460,850
Sell
·
DAVIDAR DAVID D
·20,000 shr
·$1,300,000
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