• Globus Medical, Inc. recently reported preliminary unaudited results showing fourth-quarter 2025 sales of about US$823.2 million and full-year 2025 sales of roughly US$2.94 billion, while setting 2026 revenue guidance between US$3.18 billion and US$3.22 billion.
• Management highlighted strong contributions from U.S. Spine and Enabling Technologies plus ongoing integration of the NuVasive and Nevro acquisitions as key supports for its higher-than-expected 2026 revenue and earnings outlook.
• We’ll now examine how this stronger-than-anticipated 2026 revenue guidance reshapes Globus Medical’s existing investment narrative and risk-reward balance.

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Globus Medical Investment Narrative Recap

To own Globus Medical, you need to believe in long term demand for spine and musculoskeletal solutions, and in the company’s ability to translate its Enabling Technologies and acquisitions into sustainable, profitable growth. The key near term catalyst remains execution on NuVasive and Nevro integration, while the biggest risk is that complex robotics and enabling tech sales cycles stay lumpy. The latest 2026 guidance reinforces the integration story but does not remove these execution and adoption risks.

The most relevant recent announcement is Globus Medical’s preliminary fourth quarter and full year 2025 sales update and new 2026 outlook, which drove a roughly 9% share price move. Management’s 2026 revenue range of US$3.18 billion to US$3.22 billion, supported by US Spine and Enabling Technologies, directly links the market’s renewed optimism to the same integration and technology adoption factors that investors are watching as key catalysts.

Yet investors should be aware that the same NuVasive and Nevro integrations driving guidance also carry the risk of...

Globus Medical's narrative projects $3.4 billion revenue and $538.8 million earnings by 2028. This requires 9.0% yearly revenue growth and an earnings increase of about $182 million from $356.6 million today.

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

Exploring Other Perspectives

Five fair value estimates from the Simply Wall St Community span roughly US$72 to US$114 per share, underscoring how differently individual investors view Globus Medical. Against that backdrop, the company’s higher 2026 revenue guidance sharpened the focus on whether integration of NuVasive and Nevro can truly support the profit and cash flow profile many expect.

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 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.