Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
CONMED Corporation (CNMD)
NYSEHealth CareMedical - DevicesSnapshot 2026-11-05
$52.83-1.55%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - DevicesSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
4.78 → 4.75 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CNMD yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain active share buybacks | A supporting condition in CONMED Corporation's published investment case. The stated target is continue share buybacks at recent levels. | Intact | no share buybacks announced or material reduction in buyback activity | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a healthcare company with a growth-and-execution thesis, rather than a turnaround. The thesis is intact, though the signal has eased from favorable to mildly favorable as delivery remains mixed.
The valuation evidence is mixed: one measure points to CNMD being cheap versus peers, while another shows a peer premium. The expectations gap is negative, and the priced-in assessment is tagged justified with low fragility, so the evidence does not point to a clear mismatch between expectations and the business setup.
Near term, recent performance is strong: third-quarter organic constant-currency sales grew 6.7% excluding exited GI products, while reported sales fell 0.7%. Over the first nine months, organic sales grew 5.0%, but reported sales were slightly lower year over year; execution is therefore mixed despite recent earnings beats and a recent guidance raise.
Over the next year, the thesis depends on sustaining organic growth as the effects of the GI product exits continue to weigh on reported comparisons. A guidance cut after the recent raise would hurt management credibility, while weaker jobs data could increase recession concerns; continued strength from healthcare peers would support the sector backdrop.
For the 1 to 3 year view, CNMD’s underlying growth and earnings quality support an intact thesis, but mixed reported results and guidance credibility remain important checks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in CONMED Corporation's published investment case. The stated target is EPS >= $4.3. |
| Intact |
| EPS guidance midpoint falls below $4.3 for FY26 |
Diluted EPS: $0.66 per share FY2026-Q3; GAAP. Published target: EPS >= $4.3. Annual target cannot be compared with a quarterly or TTM observation. Oct 28, 20260.66 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve 5.0% to 6.5% organic revenue growth in 2026 | A primary condition in CONMED Corporation's published investment case. The stated target is >=5.0% YoY organic revenue growth. | Under Pressure | organic revenue growth falls below 3% in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain valuation discount to peers | Its valuation is low compared to peers, with a price-to-earnings ratio of 10.7. | Intact | PE ratio rises above 20 without earnings growth justification | P/E (TTM): 11.15x As of 2026-11-05; trailing twelve months. The target timing and basis require a separate assessment. Nov 5, 202611.1456 ratio · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$4.72 → $4.75 · observed estimates
$1.43B → $1.43B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $4.72 | $1,433,989,290 | 7 / 7 |
| 2026-07-25 | $4.72 | $1,433,989,290 | 7 / 7 |
| 2026-07-26 | $4.72 | $1,433,989,290 | 7 / 7 |
| 2026-07-27 | $4.72 | $1,433,989,290 | 7 / 7 |
| 2026-07-28 | $4.72 | $1,433,989,290 | 7 / 7 |
| 2026-07-29 | $4.72 | $1,433,953,741 | 4 / 5 |
| 2026-07-30 | $4.72 | $1,433,989,290 | 7 / 7 |
| 2026-07-31 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-01 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-02 | $4.78 | $1,433,551,130 | 7 / 7 |
| 2026-08-03 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-04 | $4.78 | $1,433,551,130 | 7 / 7 |
| 2026-08-05 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-06 | $4.78 | $1,433,551,130 | 7 / 7 |
| 2026-08-07 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-08 | $4.78 | $1,433,551,130 | 7 / 7 |
| 2026-08-09 | $4.78 | $1,433,551,130 | 7 / 7 |
| 2026-08-10 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-11 | $4.78 | $1,433,551,130 | 7 / 7 |
| 2026-08-12 | $4.78 | $1,433,551,130 | 7 / 7 |
| 2026-08-13 | $4.78 | $1,433,551,130 | 7 / 7 |
| 2026-08-14 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-15 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-16 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-17 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-18 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-19 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-20 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-21 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-22 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-23 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-24 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-25 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-26 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-27 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-28 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-29 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-30 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-08-31 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-01 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-02 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-03 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-04 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-05 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-06 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-07 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-08 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-09 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-10 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-11 | $4.78 | $1,433,499,248 | 4 / 5 |
| 2026-09-12 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-13 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-14 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-15 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-16 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-17 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-18 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-19 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-20 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-21 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-22 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-23 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-24 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-25 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-26 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-27 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-28 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-29 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-09-30 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-10-01 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-10-02 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-10-03 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-10-04 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-10-05 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-10-06 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-10-07 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-10-08 | $4.78 | $1,433,613,534 | 4 / 5 |
| 2026-10-09 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-10 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-11 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-12 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-13 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-14 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-15 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-16 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-17 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-18 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-19 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-20 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-21 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-22 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-23 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-24 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-25 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-26 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-27 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-28 | $4.78 | $1,433,656,391 | 4 / 5 |
| 2026-10-29 | $4.75 | $1,431,356,391 | 4 / 5 |
| 2026-10-30 | $4.75 | $1,426,077,060 | 4 / 5 |
| 2026-10-31 | $4.75 | $1,426,077,060 | 4 / 5 |
| 2026-11-01 | $4.75 | $1,426,077,060 | 4 / 5 |
| 2026-11-02 | $4.75 | $1,426,077,060 | 4 / 5 |
| 2026-11-03 | $4.75 | $1,426,077,060 | 4 / 5 |
| 2026-11-04 | $4.75 | $1,426,077,060 | 4 / 5 |
| 2026-11-05 | $4.75 | $1,426,077,060 | 4 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 6 Hold · 1 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 2 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.