• In early January 2026, Globus Medical, Inc. issued updated guidance, forecasting fourth-quarter 2025 sales of approximately US$823.2 million and full-year 2025 sales of about US$2.94 billion, while also setting a full-year 2026 revenue range of US$3.18 billion to US$3.22 billion.
• This guidance points to management’s confidence in underlying demand for its musculoskeletal and enabling technology portfolio, offering investors fresh insight into how scale from recent acquisitions and innovation may be translating into higher expected revenues.
• Next, we’ll examine how Globus Medical’s higher 2025 sales outlook and new 2026 revenue range affect its existing investment narrative and assumptions.

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Globus Medical Investment Narrative Recap

To own Globus Medical, you essentially need to believe in sustained demand for its spine and enabling technologies, and its ability to integrate acquisitions without eroding profitability. The higher 2025 sales outlook and new 2026 revenue range reinforce the near term revenue story, but they do not remove key risks around integration of NuVasive and Nevro or potential variability in high ticket robotic system sales cycles.

Against this backdrop, the ongoing share repurchase activity, with more than US$750.0 million deployed since 2020, is the recent announcement that ties in most closely. It shows management continuing to return capital while investing in growth and integrations, which can strengthen the investment case if margins hold up and acquisitions contribute as intended.

Yet, behind the stronger revenue guidance, investors should still be aware of how integration risks at NuVasive and Nevro could...

Globus Medical's narrative projects $3.4 billion revenue and $538.8 million earnings by 2028.

Uncover how Globus Medical's forecasts yield a $95.70 fair value, in line with its current price.

Exploring Other Perspectives

Five Simply Wall St Community fair value estimates for Globus Medical range from US$72.38 to US$114.55, underscoring how far apart individual views can be. When you set those opinions against Globus Medical’s raised 2025 and new 2026 revenue guidance, it becomes even more important to compare different assumptions about acquisition integration risks and potential margin outcomes before forming your own view.

Explore 5 other fair value estimates on Globus Medical - why the stock might be worth 23% less than the current price!

Build Your Own Globus Medical Narrative

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

• A great starting point for your Globus Medical research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Globus Medical research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Globus Medical's 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.