$LMAT

Hedge funds reduced long positions in Amazon, Tesla, Meta, Alphabet, and Apple in August, while increasing shorts in Amazon, Alphabet, and Apple. AI debt financing raised concerns about future cash flows. Nvidia saw a decline in short interest. MACOM Technology Solutions shifted from short to long bias. Semiconductor sector sentiment turned modestly less bullish, with Applied Materials, Nvidia, and Lam Research seeing the most long crowding.

Integra LifeSciences (IART) reported flat Q2 revenue of $418.8M, meeting expectations. Teleflex (TFX) saw 28.9% revenue growth, beating estimates. LeMaitre (LMAT) missed expectations with 9.6% growth. Intuitive Surgical (ISRG) reported 18.5% growth, beating estimates. All stocks declined post-earnings, with IART down 17.7%, TFX flat, LMAT down 24.9%, and ISRG down 12.3%.

LeMaitre Vascular Inc. (LMAT) hit a 52-week low of $78.64, down 16.96% over the past year. The company reported Q2 earnings of $0.74 per share on $70.4M revenue, missing estimates. LMAT revised its full-year outlook downward but maintains strong fundamentals, with a PEG ratio of 0.71. InvestingPro suggests the stock is undervalued.

A specialty-stocks earnings recap compares Q2 results for LeMaitre (LMAT), Teleflex (TFX), Integra LifeSciences (IART), and Intuitive Surgical (ISRG). The group’s revenues beat consensus by 0.8%, but next-quarter guidance was 1.6% below. LMAT revenue was $70.38M (+9.6%) but missed by 1.7% and EPS. TFX revenue was $570.3M (+28.9%) beat by 2%. IART revenue $418.8M flat, in line. ISRG revenue $2.89B (+18.5%) beat by 2.6%.

LeMaitre Vascular (LMAT) reported Q2 2026 revenue of $70.4 million, up 10% organically, with diluted EPS of $0.74 (+23%). Gross margin rose to 72.1%. Artegraft sales grew 34% and now 21% of sales, while catheter sales fell 11%. Full-year guidance: revenue $274.3M-$278.3M, EPS $2.84-$2.94.

Simply Wall St reports LeMaitre Vascular (LMAT) released Q2 2026 results with higher sales and net income, updated guidance, and a reaffirmed cash dividend. It notes the stock’s recent 7-day and 30-day returns of about 21% and 21% versus 3- and 5-year TSR near 48% and 52%. It cites a fair value of $118.75 versus a last close of $81.45 and a P/E of 28.4x.

Conestoga Capital Advisors’ Q2 2026 investor letter discussed LeMaitre Vascular (NASDAQ:LMAT), citing 10% organic revenue growth, 72.1% gross margins, and adjusted EPS of $0.68 versus $0.66 consensus. Despite strong fundamentals, LMAT shares fell after earnings as investors took profits. LMAT closed Aug. 5 at $79, with a $1.81B market cap.

A market movers roundup highlights five stocks. LeMaitre (LMAT) fell 18.6% after Q2 results missed expectations and forecast was weak. ePlus (PLUS) dropped 5.1% despite Q2 2026 beating estimates. Booking (BKNG) rose 6.6% on Q2 results above estimates. Paymentus (PAY) fell 9.2% on cautious Q2 narrative. Vishay Intertechnology (VSH) slid 8.8% after mixed Q2 results, with revenue missing.

LeMaitre Vascular (NASDAQ: LMAT) shares fell 18.6% after Q2 results missed expectations and guidance weakened. Revenue was $70.38M vs $71.61M consensus, EPS was $0.74 vs $0.81. Q3 revenue guidance was $67.3M, about 3% below estimates, and full-year revenue was cut to $276.3M from $280M.

LeMaitre Vascular (NASDAQ:LMAT) reported Q2 CY2026 revenue of $70.38 million, up 9.6% year on year but below Wall Street estimates. Next-quarter revenue guidance was $67.3 million, about 3% under analysts’ expectations. GAAP EPS was $0.74, 8.3% below consensus. The stock fell 11.6% to $93.53 after results.