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    Integer Holdings (ITGR) After The KKR Deal Is It Fully Valued Now

    Simply Wall St·10/23/2026 04:48:14
    語音播報

    Integer Holdings (ITGR) just cleared a major hurdle, as shareholders overwhelmingly backed the planned US$5.7b acquisition by KKR. The deal is still subject to remaining approvals, with closing expected by late 2026.

    At a share price of US$126.56, Integer Holdings has barely moved over the past week. However, the stock has surged with a roughly 28% 90-day share price return and a 64.83% year-to-date share price gain, contributing to a 71.28% one-year total shareholder return that reflects strong momentum as investors price in the approved KKR buyout and upcoming earnings expectations.

    Capitalize on the momentum around Integer Holdings and KKR by scanning a curated 20 high quality undiscovered gems that may be attracting quieter but equally focused private equity interest.

    Integer Holdings now trades slightly above the average analyst target, yet still screens at a material intrinsic discount. Is the market rightly cautious after the buyout surge, or is it leaving too much value on the table?

    Most Popular Narrative: 4% Overvalued

    Integer Holdings currently trades around $126.56 against a widely followed narrative fair value of $121.80. This places the KKR offer and analyst expectations in tight focus for public shareholders.

    The agreed all-cash sale to KKR at US$127 per share and the shift of covering analysts to Hold or Neutral ratings implies that, on current terms, most of the expected value from Integer Holdings is already reflected in the share price for public investors.

    See why 6 investors see Integer Holdings as 4% overvalued.

    Result: Fair Value of $121.80 (OVERVALUED)

    Still, Integer Holdings faces two clear swing factors: softer 2026 guidance tied to underperforming new products and concentrated OEM demand that can quickly shift ordering patterns.

    Find out about the key risks to this Integer Holdings narrative.

    Another View: Integer Holdings Through A Cash Flow Lens

    There is a very different read on Integer Holdings when using the SWS DCF model. At a share price of $126.56, the stock sits about 25% below an estimated future cash flow value of $167.97, which screens as undervalued on this approach. If earnings forecasts prove too optimistic, could this gap simply reflect higher execution risk rather than a clear bargain?

    Look into how the SWS DCF model arrives at its fair value.

    ITGR Discounted Cash Flow as at Oct 2026
    ITGR Discounted Cash Flow as at Oct 2026

    Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Integer Holdings for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 30 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

    Next Steps

    See something different in the Integer Holdings story than the dominant narrative suggests, or feel the same push and pull between upside and risk. Move quickly through the numbers and sentiment data yourself, then weigh the 3 key rewards and 2 important warning signs against your own judgment.

    Looking for more investment ideas beyond Integer Holdings?

    If Integer Holdings has sharpened your focus, do not stop here. Put that curiosity to work by lining up fresh opportunities tailored to the way you like to invest.