Analyst Ratings January 26, 2026

InMode Shares Rise After Report of About $1.1 Billion Buyout Talks

Reported discussions would value the medical-aesthetics company above its current market capitalization and could lead to delisting

By Caleb Monroe INMD
InMode Shares Rise After Report of About $1.1 Billion Buyout Talks
INMD

Shares of InMode Ltd. climbed Monday after reports that the company is in advanced negotiations to be acquired by a foreign investment fund for roughly $1.1 billion. The reported price would represent a notable premium to the company's current market value and, if completed, would take the firm private and lead to delisting.

Key Points

  • Report says InMode is in advanced talks to be acquired for approximately $1.1 billion by a foreign investment fund, which would be a 23.5% premium to Friday's close.
  • BTIG kept a Neutral rating, noting revenue slowed and then fell about 25% from its 2023 peak and the share price declined roughly 19.13% over the past year.
  • Potential deal valuation metrics cited include about 1.5x EV/Sales, 6x EV/EBITDA, and 8.5x P/E on consensus 2026 estimates; InMode reported stronger-than-expected Q3 2025 results with $0.38 non-GAAP EPS and $93.16 million revenue.

Shares of InMode Ltd. rose Monday following a report that the company is in advanced talks to be acquired by a foreign investment fund for approximately $1.1 billion. The figure, reported by an Israeli newspaper, places the potential transaction above InMode's current market capitalization of $963 million.

The report says the proposed purchase would equate to a roughly 23.5% premium to the company's closing price on Friday. If the deal is completed as described, InMode would be taken private and ultimately delisted from public markets.

Market analysts reacted to the report with guarded commentary. BTIG, which maintained its Neutral rating on InMode after the news, said such a transaction "wouldn't completely surprise" the firm. BTIG pointed to a period of sustained stock pressure that coincided with slowing revenue; the company’s revenue subsequently declined by approximately 25% from its 2023 peak. That operating backdrop aligns with a 19.13% decline in InMode’s share price over the past year, according to the report.

BTIG’s analysis places the potential acquisition price at about 1.5x enterprise value to sales (EV/Sales), 6x EV/EBITDA, and 8.5x price-to-earnings (P/E) when measured against consensus 2026 estimates. Current market multiples cited in the report show InMode trading at a P/E of 6.29 and an EV/EBITDA of 4.03. Those metrics are characterized as implying the company may be undervalued based on InvestingPro Fair Value estimates.

The report also places the possible transaction in the context of recent private equity activity in medical aesthetics. Over the past decade, several companies in the sector - including Syneron, Lumenis, Cynosure, Lutronic, and Alma Lasers - have been acquired by private equity firms, establishing precedent for buyouts in this segment of the healthcare equipment market.

On balance sheet strength, InvestingPro data cited in the report indicates InMode has more cash than debt and carries an overall financial health score rated as "GREAT." The same data feed is referenced as offering broader research coverage on InMode and thousands of other companies.

Separately, the company released third-quarter 2025 results that beat analyst expectations. InMode reported non-GAAP earnings per share of $0.38, topping a $0.36 forecast - a 5.56% positive surprise. Revenue for the quarter came in at $93.16 million versus an anticipated $90.52 million. Those results were published on November 5 and contributed to a favorable reaction in premarket trading, reflecting a strong recent quarter for the company.


Context and next steps

The report frames the $1.1 billion figure as part of advanced negotiations; it is not presented as a completed transaction. If the parties reach agreement and the acquisition closes as reported, the stock would be removed from public markets and current shareholders would receive the agreed consideration.

Risks

  • The acquisition is described as being in advanced talks - the transaction is not confirmed and may not close, creating uncertainty for shareholders and market participants (impacts equities and M&A activity).
  • InMode's revenue had slowed and subsequently declined approximately 25% from its 2023 peak, a material operating risk that has pressured the stock and could affect valuation outcomes (impacts healthcare equipment and medical aesthetics sectors).
  • Valuation metrics for the reported offer rely on consensus 2026 estimates; those forward-looking figures could change and affect the implied multiples and deal rationale (impacts investors and deal underwriters).

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