Inogen stock holds as revenue forecast beats consensus

EditorNatashya Angelica
Published 01/14/2025, 07:12 AM
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Tuesday, Inogen, Inc. (NASDAQ:INGN) shares maintained Hold rating by analysts at Needham following the company's preannouncement of fourth-quarter 2024 revenues that surpassed market expectations.

The medical technology company, with a market capitalization of $246 million, reported preliminary revenue figures for the fourth quarter ranging from $79.0 to $80.0 million, which reflects a year-over-year increase of 4-5%. These figures exceeded the consensus estimate of $74.0 million, contributing to the stock's impressive 10% gain over the past week.

Moreover, Inogen provided an early look at its full-year 2024 revenue, estimating it to be between $334.5 and $335.5 million. This forecast is an improvement over the company's prior guidance, which was set at $329 to $331 million, and also comes in higher than the consensus estimate of $330 million.

According to InvestingPro analysis, the company appears slightly undervalued based on its Fair Value calculations, despite analysts not anticipating profitability this year. InvestingPro subscribers have access to 8 additional key insights about Inogen's valuation and financial health.

The company's management attributed this performance to robust double-digit growth in its business-to-business (B2B) revenue. Meanwhile, efforts are ongoing to stabilize the direct-to-consumer (DTC) segment of its business. The DTC segment has been a focus for Inogen as it seeks to bolster its overall market position. The company maintains a healthy financial position with a current ratio of 2.66, indicating strong liquidity to support its growth initiatives.

Needham analysts have decided to withhold any adjustments to their valuation model until the full fourth-quarter 2024 results are officially released. Inogen is scheduled to announce these detailed financial outcomes on February 25, 2025. This forthcoming report is expected to provide a comprehensive view of the company's financial health and operational performance.

Investors and analysts alike will be closely monitoring the release of Inogen's complete fourth-quarter results, as they will offer insights into the company's strategic initiatives and their effectiveness in driving growth.

In other recent news, Inogen has reported growth in both Q4 and full-year 2024 revenue. Significant business-to-business revenue increase has been a major contributor to this fiscal growth.

Despite a decline in direct-to-consumer sales, the company has raised its full-year revenue forecast to between $329 million and $331 million, indicating a 4% to 5% growth. Inogen has also launched new products, including the Rove 4 portable oxygen concentrator, and received FDA clearance for the SIMEOX 200 device.

The company's gross margin has improved significantly to 46.5%, demonstrating a move towards increased profitability. Inogen has also reported a GAAP net loss of $6 million, an improvement from the previous year's $45.7 million loss. These recent developments reflect a company in transition, striking a balance between growth in its business-to-business segment and a restructured direct-to-consumer sales approach.

With a strong cash position and no debt, Inogen appears financially stable as it continues to innovate and expand its market reach. The company maintains a healthy current ratio of 2.66, according to an analysis by InvestingPro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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