InMode Surpasses Q2 Expectations with Revised 2025 Outlook, Analysts See 60.52% Upside Potential

InMode (INMD) has reported Q2 results that exceeded expectations, with a Non-GAAP EPS of $0.47 and revenue of $95.6 million, a 10.6% YoY increase. The company has revised its 2025 revenue guidance to $365-$375 million and EPS guidance to $1.55-$1.59. Analysts have a mixed but promising outlook, with a potential upside of 14.95% and a GF Value estimate suggesting a 60.52% upside from the current price.

InMode (NASDAQ: INMD) has reported its Q2 2025 financial results, showcasing a robust performance despite economic headwinds. The company reported a quarterly revenue of $95.6 million, representing a 10.6% year-over-year increase. Non-GAAP EPS for the quarter stood at $0.47, exceeding expectations and marking a 38% increase from the previous year. The company also revised its 2025 revenue guidance downward to $365-$375 million and EPS guidance to $1.55-$1.59 [1].

Despite the revenue growth, InMode has faced challenges due to macroeconomic uncertainties and cautious consumer behavior, particularly in the U.S. market. The company cited these external headwinds as the primary reason for the downward revision in its full-year guidance. However, InMode's international business, particularly in Europe, performed strongly, with European sales reaching record levels [1].

InMode's strong balance sheet remains a key asset, with $510.7 million in total cash and investments as of June 30, 2025. This substantial cash position provides significant operational flexibility and potential for strategic initiatives. The company's gross margins remained strong at 80%, and its ability to absorb 10% U.S. tariffs without sacrificing margins highlights its operational agility [1].

Analysts have a mixed but promising outlook for InMode. The potential upside is estimated at 14.95%, and the GF Value estimate suggests a 60.52% upside from the current price. The company's revised guidance reflects macroeconomic caution, not operational weakness. InMode's strong cash position and strategic expansion indicate a business poised to outperform peers during recovery [2].

InMode's long-term value lies in its strategic pillars: global expansion, R&D-driven innovation, and capital-efficient growth. The company's global market diversification, innovation pipeline, and capital allocation discipline position it as a resilient player in the medical aesthetics and energy-based therapy markets [2].

References:
[1] https://www.stocktitan.net/news/INMD/in-mode-reports-second-quarter-2025-financial-results-quarterly-4tubkuwogsu8.html
[2] https://www.ainvest.com/news/inmode-q2-earnings-beat-revised-guidance-contrarian-opportunity-mixed-results-2507/