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News  ›  Benzinga

iRhythm Tech's Stock Selloff Went Too Far After Preliminary Update: Analyst

Benzinga Logo Benzinga By Vandana Singh
iRhythm Tech's Stock Selloff Went Too Far After Preliminary Update: Analyst

iRhythm Technologies reported strong preliminary Q4 2025 results with full-year revenue exceeding guidance and 2026 guidance of $870-880M (17-18% YoY growth). However, the stock fell ~20% due to the delay of Zio MCT launch to 2027 and 2026 guidance missing Street expectations. William Blair analyst Brandon Vazquez believes the selloff is overblown and maintains an Outperform rating, adding the stock to their Conviction List at 7x 2026 sales valuation.

Insights
BLFS   neutral

Mentioned as a key player in the cell and gene therapy infrastructure market without specific growth or investment details


IRTC   positive

Despite a 20% stock decline, the company delivered strong operational results with full-year 2025 revenue exceeding guidance and solid 2026 guidance of $870-880M (17-18% growth). William Blair analyst maintains Outperform rating and believes the selloff is overblown, viewing the company as well-positioned for growth with attractive valuation at 7x 2026 sales. The Zio MCT delay to 2027 is a near-term setback but does not alter the fundamental thesis.