Globus Medical (NYSE:GMED) Issues FY 2026 Earnings Guidance

Globus Medical (NYSE:GMED) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 4.300-4.400 for the period, compared to the consensus estimate of 4.050. The company issued revenue guidance of $3.2 billion-$3.2 billion, compared to the consensus revenue estimate of $3.1 billion. Globus Medical also updated its FY 2025 guidance to EPS.

Wall Street Analyst Weigh In

GMED has been the subject of a number of research analyst reports. Truist Financial reiterated a “buy” rating and issued a $105.00 price target (up from $93.00) on shares of Globus Medical in a research note on Tuesday, November 18th. Bank of America raised Globus Medical from a “neutral” rating to a “buy” rating and increased their price target for the company from $65.00 to $91.00 in a report on Friday, November 7th. Wall Street Zen raised Globus Medical from a “buy” rating to a “strong-buy” rating in a report on Saturday, January 3rd. Weiss Ratings reissued a “hold (c)” rating on shares of Globus Medical in a report on Wednesday, October 8th. Finally, Wells Fargo & Company boosted their price target on Globus Medical from $66.00 to $79.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Globus Medical has a consensus rating of “Moderate Buy” and a consensus price target of $97.78.

Globus Medical Stock Down 0.2%

NYSE:GMED opened at $94.43 on Friday. The business’s 50-day simple moving average is $85.80 and its two-hundred day simple moving average is $67.89. Globus Medical has a 52 week low of $51.79 and a 52 week high of $101.40. The stock has a market cap of $12.64 billion, a PE ratio of 30.46, a P/E/G ratio of 1.58 and a beta of 1.06.

Globus Medical (NYSE:GMED) last released its earnings results on Thursday, November 6th. The medical device company reported $1.18 EPS for the quarter, topping the consensus estimate of $0.79 by $0.39. The firm had revenue of $769.05 million for the quarter, compared to the consensus estimate of $734.58 million. Globus Medical had a net margin of 15.30% and a return on equity of 11.52%. The company’s quarterly revenue was up 22.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.83 earnings per share. Globus Medical has set its FY 2025 guidance at 3.750-3.85 EPS. Sell-side analysts anticipate that Globus Medical will post 3.44 earnings per share for the current fiscal year.

Insider Transactions at Globus Medical

In other Globus Medical news, CFO Kyle Kline sold 18,542 shares of the stock in a transaction on Monday, December 1st. The shares were sold at an average price of $90.00, for a total transaction of $1,668,780.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Ann D. Rhoads sold 8,000 shares of Globus Medical stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $81.00, for a total value of $648,000.00. Following the completion of the transaction, the director owned 17,384 shares of the company’s stock, valued at approximately $1,408,104. This represents a 31.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 86,042 shares of company stock valued at $7,419,030 in the last 90 days. Company insiders own 18.51% of the company’s stock.

Key Globus Medical News

Here are the key news stories impacting Globus Medical this week:

• Positive Sentiment: Company raised FY2026 guidance (EPS $4.30–4.40 vs. consensus ~4.05) and revenue guidance ~ $3.2B, which underpins the rally. Globus Medical jumps 9% after upbeat revenue and earnings outlook
• Positive Sentiment: Management expects ~16.5% revenue growth for 2025, reinforcing the company’s durable top-line momentum and supporting higher forward estimates. Globus Medical expects 16.5% gains in 2025 revenue
• Positive Sentiment: Canaccord Genuity reiterated a Buy stance, which provides further buy-side validation after the updated guidance. Canaccord Genuity Remains a Buy on Globus Medical (GMED)
• Positive Sentiment: Zacks highlights GMED as a long-term growth idea based on style scores and growth metrics, supporting longer-term investor interest. Why Globus Medical (GMED) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: TipRanks / Needham maintained a Hold rating, noting strong fundamentals but suggesting much of the outperformance may already be priced in — a caution for near-term upside. Globus Medical: Strong Fundamentals and Outperformance Largely Priced In, Justifying a Hold Rating
• Negative Sentiment: A Seeking Alpha analysis warns that M&A assumptions and valuation dynamics could limit upside — investors should watch acquisition math and how it affects multiples going forward. Globus Medical 2026 Outlook: Why M&A Math Mires The Valuation

Institutional Trading of Globus Medical

Institutional investors have recently added to or reduced their stakes in the company. Wilmington Savings Fund Society FSB raised its holdings in shares of Globus Medical by 14.8% in the third quarter. Wilmington Savings Fund Society FSB now owns 2,720 shares of the medical device company’s stock worth $156,000 after buying an additional 350 shares during the period. Captrust Financial Advisors boosted its holdings in Globus Medical by 9.4% during the 3rd quarter. Captrust Financial Advisors now owns 26,630 shares of the medical device company’s stock valued at $1,525,000 after acquiring an additional 2,297 shares during the period. Danske Bank A S bought a new position in Globus Medical in the 3rd quarter valued at $604,000. Advisory Services Network LLC purchased a new stake in Globus Medical in the third quarter worth $26,000. Finally, NewEdge Advisors LLC increased its stake in Globus Medical by 3.8% in the third quarter. NewEdge Advisors LLC now owns 7,479 shares of the medical device company’s stock worth $428,000 after purchasing an additional 275 shares during the period. Institutional investors own 95.16% of the company’s stock.

Globus Medical Company Profile

Globus Medical, Inc (NYSE:GMED) is a leading medical device company specializing in musculoskeletal solutions for spine and orthopaedic applications. Founded in 2003 by David C. Paul and headquartered in Audubon, Pennsylvania, the company develops, manufactures and markets implantable devices and surgical instruments designed to treat spinal disorders and promote bone healing. Its product portfolio encompasses solutions for minimally invasive and open surgical procedures, including interbody fusion devices, pedicle screw systems, and biologics used to enhance fusion outcomes.

In addition to its core spine business, Globus Medical has expanded into robotics and navigation systems to support precision and efficiency in the operating room.