• In January 2026, iRhythm Technologies raised its full-year 2025 revenue guidance to exceed the prior October range and issued new 2026 revenue guidance of about US$870 million to US$880 million, implying roughly 17% to 18% year-over-year growth.
• The company attributed this upgraded outlook to record fourth-quarter 2025 revenue unit volume, pointing to strong demand for its cardiac monitoring services and devices.
• Next, we will examine how iRhythm’s upgraded 2025 guidance and double-digit 2026 revenue outlook shape the company’s investment narrative.

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What Is iRhythm Holdings' Investment Narrative?

To own iRhythm, you really have to believe that long-term adoption of ambulatory cardiac monitoring will matter more than today’s lack of profitability and a relatively full valuation. The January 2026 guidance hike, pointing to revenue above the prior 2025 range and a fresh US$870 million to US$880 million outlook for 2026, reinforces the demand side of that story and adds weight to revenue growth as a near-term catalyst. It also raises the bar: sustained high unit volumes, payer support and clean execution now need to show through in margins, not just top-line. At the same time, the stock’s premium sales multiple, ongoing losses and history of insider selling keep valuation risk and execution risk very much in focus.

However, investors should also be aware of the risks around profitability and valuation. iRhythm Holdings' share price has been on the slide but might be dropping deeper into value territory. Find out whether it's a bargain at this price.

Exploring Other Perspectives

Four fair value views from the Simply Wall St Community span roughly US$75 to US$221, underscoring how differently investors see iRhythm. Set against upgraded revenue guidance, that spread invites you to weigh growth optimism against the very real execution and valuation risks ahead.

Explore 4 other fair value estimates on iRhythm Holdings - why the stock might be worth as much as 38% more than the current price!

Build Your Own iRhythm Holdings Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your iRhythm Holdings research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free iRhythm Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate iRhythm Holdings' overall financial health at a glance.

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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.