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    Establishment Labs Holdings (ESTA), Why Is It Getting Attention Today?

    Simply Wall St·10/13/2026 06:21:53
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    Establishment Labs Holdings (ESTA) has received FDA approval for 28 additional Motiva SmoothSilk Round and SmoothSilk Ergonomix breast implant sizes in the U.S., broadening profiles across Mini, Demi and Full options for surgeons and patients.

    Despite the fresh FDA approval, Establishment Labs Holdings’ recent share price momentum has cooled, with the stock down 7.28% over the past week and 13.12% over the last month. However, the 1 year total shareholder return of 49.73% and 3 year total shareholder return of 56.86% suggest that longer term holders have still seen meaningful gains as sentiment has shifted around its growth prospects and perceived risk.

    Spot opportunities around Establishment Labs Holdings by scanning a curated 20 high quality undiscovered gems in healthcare and beyond.

    Fresh FDA momentum on one side, and a 90 day share price slide on the other. Is most of Establishment Labs Holdings’ value already reflected in US$61.63, or does the valuation still suggest room ahead?

    Most Popular Narrative: 33% Undervalued

    Against the last close of $61.63, the most widely followed narrative pegs Establishment Labs Holdings’ fair value at $92.00. This frames today’s pullback against a higher longer term earnings and cash flow story that analysts are modeling out to 2029 using a 7.68% discount rate.

    Heavy, ongoing investment in clinical trials, commercial expansion, inventory buildout, and innovation pipelines may result in costs consistently outpacing gross profit improvements. This may potentially delay or erode the anticipated transition to sustainable profitability and positive cash flow, any of which could deeply impair long-term earnings, market share, and valuation.

    See why 1 investors see Establishment Labs Holdings as 33% undervalued.

    Result: Fair Value of $92.00 (UNDERVALUED)

    Still, analysts note that slower uptake of U.S. launches or weaker utilization trends could quickly challenge the view that Establishment Labs Holdings is 33% undervalued.

    Find out about the key risks to this Establishment Labs Holdings narrative.

    Another View: What Multiples Say About Establishment Labs Holdings

    There is a catch. While the SWS DCF model flags Establishment Labs Holdings as trading about 12.3% below its estimated future cash flow value at $70.30, the market is already paying a steep P/S of 7.5x versus 2.7x for the wider US medical equipment group and a 5.4x fair ratio estimate.

    That gap suggests investors are already paying a premium for growth and execution, which raises the stakes if revenue or margin expectations slip even slightly.

    See what the numbers say about this price — find out in our valuation breakdown.

    NasdaqCM:ESTA P/S Ratio as at Oct 2026
    NasdaqCM:ESTA P/S Ratio as at Oct 2026

    Next Steps

    Mixed sentiment on Establishment Labs Holdings so far. If you want to move quickly and form your own view, take a closer look at the 3 key rewards.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.