CybersecurityThe disclosure of a cybersecurity event presents some potential near-term headwinds, but disruptions thus far have not been material.
Regulatory ApprovalsPotential upside from the possible FDA PMA approvals within its advanced stent graft business has not been fully captured.
Valuation ConcernsThe stock has traded up approximately 50% year-to-date, but the name trades at about 14 times EV/EBITDA on fiscal year 2026 estimate compared to a peer group trading at 16 to 17 times, which still does not fully capture the potential upside.