Inmode Ltd. Stock Price, News & Analysis

InMode (NASDAQ: INMD) reported its Q2 2025 financial results with quarterly revenues of $95.6 million, up from $86.4 million in Q2 2024. The company maintained strong 80% gross margins and achieved GAAP net income of $26.7 million ($0.42 per diluted share).

Despite macroeconomic headwinds and cautious consumer behavior, InMode's international business, particularly in Europe, showed strong performance. However, the company revised its 2025 guidance downward, now expecting revenues between $365-375 million, compared to previous guidance of $395-405 million.

The company maintains a robust financial position with $510.7 million in total cash and investments. Management noted that U.S. tariffs at 10% are expected to impact gross margins by 2-3%.

InMode (NASDAQ: INMD), a leading medical technology provider, has announced preliminary Q2 2025 financial expectations and revised its full-year guidance. The company expects Q2 2025 revenue between $95.4-$95.5 million with a non-GAAP gross margin of 79-80%.

Due to market weakness and U.S. economic uncertainty, InMode has decreased its full-year 2025 revenue guidance to $365-375 million, down from the previous guidance of $395-405 million. The company will discuss detailed Q2 2025 results in a conference call scheduled for July 30, 2025.

InMode (NASDAQ: INMD) CEO Moshe Mizrahy has responded to concerns raised by DOMA Perpetual Capital Management LLC in a public letter. The response addresses several key issues:

Regarding share buybacks, InMode has repurchased $412M in shares over the past 12 months and $508M in the last 2.5 years, aiming to return capital to shareholders tax-efficiently. On manufacturing, Mizrahy defended keeping production in Israel, citing the company's expertise and need for proximity to R&D teams. He noted successful on-time deliveries to 90 countries despite ongoing regional conflicts.

Addressing North American sales concerns, Mizrahy attributed the business slowdown to macroeconomic factors and financing difficulties for medical equipment rather than organizational issues. He also defended his leadership style against DOMA's criticism, noting his role as co-founder and long-term manager of the company.

DOMA Perpetual Capital Management, a significant stockholder of InMode Ltd. (NYSE: INMD), has sent a letter to the company's Board of Directors demanding two major actions: the immediate resumption of the share repurchase program and the removal of CEO Moshe Mizrahy. The letter criticizes Mizrahy's leadership, citing his misunderstanding of buybacks, poor financial performance, and questionable management decisions.

The investor highlights that InMode currently holds approximately 60% of its market cap in cash ($500 million), with no debt and strong free cash flow exceeding $100 million. With a market cap of just $875 million, DOMA argues the company is severely undervalued, considering its assets include global distribution, extensive installed base, unique IP, and the Morpheus8 brand, while maintaining 80% gross margins.

InMode Ltd. (INMD), a leading provider of innovative medical technologies, has announced its participation in three upcoming investor conferences in May and June 2025:

1. BNP 3rd Annual Aesthetics Day - Virtual fireside chat on May 19 featuring CEO Moshe Mizrahy and CFO Yair Malca

2. Barclays West Coast Bus Trip - In-person investor tour at InMode's North American headquarters in Irvine, CA on May 29, featuring CFO Yair Malca

3. Jefferies Global Healthcare Conference - In-person fireside chat in New York on June 4 with CEO Moshe Mizrahy and CFO Yair Malca

InMode (NASDAQ: INMD) has secured a significant legal victory against counterfeit sellers on DHGate platform. The US District Court for the Central District of California has granted InMode a permanent injunction and damages against defendants selling counterfeit Morpheus8 radio frequency microneedling devices and needle cartridges. The court ruling includes freezing the defendants' assets and halting their product listings.

The decision favors InMode on all claims including trademark infringement, false designation of origin, and California unfair competition. To combat counterfeiting, InMode has launched a Verified Provider Program for Morpheus8, enabling certified clinics to demonstrate their authenticity. Patients can verify authorized providers through InMode's Find a Provider tool at www.inmodemd.com.

InMode (NASDAQ: INMD) reported Q1 2025 financial results showing a 3% year-over-year revenue decline to $77.9 million, compared to $80.3 million in Q1 2024. The company experienced decreased performance metrics across the board:

- Consumables and service revenue decreased 10% YoY
- GAAP operating income was $15.6 million
- Gross margins declined to 78% from 80%
- GAAP net income fell to $18.2 million ($0.26 per share) from $23.7 million ($0.28 per share)

The company completed a share repurchase program in April 2025, buying back 6.95 million shares worth $127 million. Management revised down their 2025 guidance, now expecting revenues between $395-405 million and non-GAAP earnings per diluted share of $1.64-1.68, lower than previous guidance of $1.95-1.99.

InMode (NASDAQ: INMD) has announced its preliminary Q1 2025 financial expectations and upcoming earnings call details. The company anticipates Q1 2025 revenue between $77.2-$77.5 million, with a projected non-GAAP gross margin of 78-79%. InMode has also reiterated its full-year 2025 revenue guidance of $395-405 million.

The company will host its Q1 2025 earnings conference call on April 28, 2025, at 8:30 a.m. Eastern Time, featuring presentations from CEO Moshe Mizrahy, CFO Yair Malca, and CTO Dr. Michael Kreindel. The call will be accessible via various toll-free numbers and webcast through InMode's website.

InMode (Nasdaq: INMD), a leading global provider of innovative medical technologies, has announced its participation in the 24th Annual Needham Virtual Healthcare Conference. The company's leadership team, including CEO Moshe Mizrahy and CFO Yair Malca, will engage in a fireside chat on April 8, 2025, at 2:15 pm Eastern Time.

The discussion will be moderated by Michael Matson, Senior Equity Analyst. Investors can access a live webcast of the presentation, and the company will also conduct one-on-one meetings with investors during the event. Interested parties seeking to schedule meetings are advised to contact their Needham representative.