OFIX Earnings
Tuesday, May 05 2026
EPS Estimate
$-0.29
$-0.29 – $-0.29
Revenue Estimate
$193M
Current Price
$12.71
Our Position
neutralCanaccord Cuts OFIX Target 17% Despite Keeping Buy
structured data
est. revisions rising
(+107.1pp / 30d)
A 17% target cut signals analyst concern about near-term valuation or execution risk, even with maintained conviction. The survival of the Buy rating suggests confidence in 2026 drivers, but the valuation reset indicates the market may need to prove those products can deliver as promised.
Watch: Track H2 2026 VIRATA launch and early adoption trends. Execution on product launches and delivery of the guided $95–98M EBITDA range will determine if Canaccord's Buy persists or faces further cuts.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.1 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.2%
Est. Revisions (30d)
+0.0% 0up/0dn
Analyst Target (mean)
$17 $14–$20 +36%
Options P/C Ratio
0.06
Est. Dispersion
0% 1 analysts
Insider Cluster
strong buy (officer)
Recent Activity
insider trades
65 transactions
Sell
·
VITALE LUCAS S (Chief Operating Officer)
·4,269 shares
·$50,886
Buy
·
CAPPS VICKIE LYNN (Director)
·5,000 shares
·$62,324
Sell
·
ANDREWS JULIE (Chief Financial Officer)
·4,788 shares
·$60,980
Sell
·
FISHER PATRICK G (Officer)
·1,536 shares
·$19,562
Sell
·
VITALE LUCAS S (Chief Operating Officer)
·2,312 shares
·$29,445
60 more
Sell
·
REINHARDT MAX
·2,133 shr
·$27,166
Sell
·
CALAFIORE MASSIMO
·12,220 shr
·$155,633
Sell
·
CEDRON JORGE ANDRES
·2,775 shr
·$35,342
Sell
·
MCPHERRON AVIVA
·2,559 shr
·$32,591
Award
·
ANDREWS JULIE
·35,495 shr
Award
·
FISHER PATRICK G
·21,105 shr
Award
·
VITALE LUCAS S
·19,186 shr
Award
·
CALAFIORE MASSIMO
·115,119 shr
Award
·
CEDRON JORGE ANDRES
·23,024 shr
Award
·
MCPHERRON AVIVA
·23,024 shr
Buy
·
ENGINE CAPITAL MANAGEMENT, L.L.C.
·137,858 shr
·$1,734,956
Sell
·
ANDREWS JULIE
·4,873 shr
·$70,074
Sell
·
CALAFIORE MASSIMO
·19,397 shr
·$300,955
Sell
·
FISHER PATRICK G
·1,996 shr
·$28,363
Buy
·
ENGINE CAPITAL MANAGEMENT, L.L.C.
·1,250 shr
·$13,881
Award
·
BAZAAR ALAN LEE
·18,841 shr
Award
·
HANNON JASON M
·18,841 shr
Award
·
FINEGAN MICHAEL M
·26,087 shr
Award
·
KUMMETH CHARLES R
·18,841 shr
Award
·
PAOLUCCI MICHAEL E
·18,841 shr
Award
·
HENNEMAN JOHN BELL III
·18,841 shr
Award
·
CAPPS VICKIE LYNN
·18,841 shr
Award
·
MANIAR SHWETA SINGH
·18,841 shr
Award
·
BURRIS WAYNE C.
·18,841 shr
Sell
·
MCPHERRON AVIVA
·3,728 shr
·$39,181
Sell
·
REINHARDT MAX
·1,643 shr
·$19,125
Buy
·
BAZAAR ALAN LEE
·2,250 shr
·$24,570
Buy
·
BAZAAR ALAN LEE
·3,990 shr
·$50,292
Buy
·
CALAFIORE MASSIMO
·10,000 shr
·$125,400
Buy
·
ENGINE CAPITAL MANAGEMENT, L.L.C.
·100,000 shr
·$1,231,000
Sell
·
CEDRON JORGE ANDRES
·3,816 shr
·$50,791
Sell
·
GILLESPIE GEOFFREY C.
·76 shr
·$1,196
Sell
·
VITALE LUCAS S
·4,287 shr
·$71,164
Sell
·
GILLESPIE GEOFFREY C.
·296 shr
·$4,914
Award
·
CAPPS VICKIE LYNN
·3,093 shr
Buy
·
CALAFIORE MASSIMO
·9,914 shr
·$172,801
Award
·
ANDREWS JULIE
·34,600 shr
Award
·
FISHER PATRICK G
·14,723 shr
Award
·
VITALE LUCAS S
·14,723 shr
Award
·
REINHARDT MAX
·14,723 shr
Award
·
CALAFIORE MASSIMO
·88,339 shr
Award
·
GILLESPIE GEOFFREY C.
·3,681 shr
Award
·
CEDRON JORGE ANDRES
·17,668 shr
Sell
·
GILLESPIE GEOFFREY C.
·954 shr
·$17,026
Sell
·
ANDREWS JULIE
·4,655 shr
·$83,278
Sell
·
CALAFIORE MASSIMO
·19,281 shr
·$327,376
Sell
·
GILLESPIE GEOFFREY C.
·475 shr
·$8,065
Sell
·
GILLESPIE GEOFFREY C.
·476 shr
·$8,117
Sell
·
GILLESPIE GEOFFREY C.
·26 shr
·$464
Award
·
FISHER PATRICK G
·15,319 shr
·$250,006
Award
·
BAZAAR ALAN LEE
·15,152 shr
·$195,006
Award
·
HANNON JASON M
·15,152 shr
·$195,006
Award
·
FINEGAN MICHAEL M
·21,368 shr
·$275,006
Award
·
KUMMETH CHARLES R
·15,152 shr
·$195,006
Award
·
PAOLUCCI MICHAEL E
·15,152 shr
·$195,006
Award
·
HENNEMAN JOHN BELL III
·15,152 shr
·$195,006
Award
·
MANIAR SHWETA SINGH
·15,152 shr
·$195,006
Award
·
BURRIS WAYNE C.
·15,152 shr
·$195,006
Award
·
REINHARDT MAX
·14,401 shr
·$187,501
Award
·
CEDRON JORGE ANDRES
·28,648 shr
·$375,002
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