- Shares of INFU had been on a tear, ripping from $6/share after the “Covid crash,” to well over $22/share a year later.
- Investors accustomed to INFU “beating and raising” each quarter sold off shares as the company missed 2Q21 analyst estimates, with the stock taking a 25% haircut.
- The reason for INFU’s Q2 miss is easily explainable and extremely bullish, with the company setting itself up for long-term success, well beyond previous expectations.
- INFU now has three new and separate opportunities, all three of which could individually grow larger than their current lucrative ITS business in 3-5 years.
- With shares currently trading in the $15/share range, investors could be looking at a triple over the next couple of years, as the market catches on and the company begins to execute on its plan.
For further details see:
InfuSystem: Looking Beyond The Headline Numbers