- Following a sharp drop in stock price after announcing a mid-year pivot in short-term strategy, INFU shares have recovered some of those lost gains, but much upside is still left.
- Management has shown credibility by landing several new deals that will lead to significant revenue and AEBITDA growth for at least the next five years.
- Investors should expect several catalysts between now and INFU’s next earnings report in March, most especially 2022 guidance that will likely blow away previous estimates.
- I reiterate my previous valuation of $42/share over the next couple of years, with the possibility of additional upside based on INFU’s historically conservative guidance.
For further details see:
Weather Cooling Down, But InfuSystem Heating Up