InfuSystem Holdings

INFU · NYSE American

$14.23+$0.49 (+3.57%)TodayMarket closed ·
Prev close $13.74

INFU analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.
  • Strong buy0
  • Buy2
  • Hold0
  • Underperform0
  • Sell0

12-month price target · 5 analysts

Average $17.17 (+20.7% upside)

Low
$15.15
Now
$14.23
High
$18.90

Upgrades and downgrades

The latest rating actions, newest first

INFU analyst upgrades, downgrades and rating actions
FirmDateActionRating
B. Riley SecuritiesAug 5, 2026MaintainsBuy
Roth CapitalFeb 25, 2026MaintainsBuy
Roth CapitalNov 5, 2025MaintainsBuy

The case for and against

Updated Apr 28, 2026

Bull case

InfuSystems Holdings is expected to see a decrease in annual revenue of $7.1M due to a restructured contract with their largest biomedical services customer. Despite this, pro forma revenue is expected to grow 6-8% and adjusted EBITDA margin is expected to improve thanks to planned reductions in expenses and increased efficiency benefits. The company's core oncology business is performing well, and they are investing in new growth drivers such as wound care and pain management. While regulatory setbacks and competition could potentially impede growth, the company's strong operating cash flow, repurchasing of stock, and strong liquidity give a positive outlook for its stock.

Bear case

InfuSystems Holdings is facing ongoing competitive pressures from larger players such as McKesson and Option Care Health. Additionally, the company's significant reliance on third-party payers for revenue raises vulnerability to potential changes in coverage policies and reimbursement rates, which could negatively impact margins. Furthermore, any delays in growth drivers such as Wound Care and Pain Management becoming material contributors could impede achieving the target price of $15.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.