Hello everyone! Today i want to share some trading ideas with you!
1.
Here’s what $Stryker(SYK)$ acquisition of $Inari Medical, Inc.(NARI)$ means for $TransMedics Group, Inc.(TMDX)$ 👇
Stryker's $4.9B acquisition of Nari at 126x 2025 NI, with 18% rev growth, sets a key benchmark for MedTech valuations.
Applying this multiple to TransMedics’ 2025 NI of $82M implies a valuation of $10.3B, or ~$290/share.
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2.
EllisDon has partnered with $Palantir Technologies Inc.(PLTR)$ to integrate advanced AI & data analytics -- building on over a decade of data infrastructure modernization to enhance operational efficiency 👀
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