KMTS KESTRA MEDICAL TECHNOLOGIES, LTD.
Price Chart
Executive Summary
BTIG initiated coverage of KineMaster (KMTS) at Buy with a $32 price target, representing 47% upside from the current $21.83. This is part of a 6-firm cluster that includes Wolfe Research, Wells Fargo, Stifel, Goldman Sachs, and Piper Sandler, all acting within a short window. Consensus is heavily bullish: 11 of 13 analysts rate Buy or Strong Buy, with only 2 Holds and no Sells. The mean price target is $27.71, implying 27% upside, but BTIG's $32 is above the median of $30 and well above Goldman's low-end $17. BTIG has a 53% accuracy rate on 948 calls with a 3.7% average return, placing it above average among covering firms. EPS estimates have been revised down slightly over the past 30 days, with the current year EPS falling from -$2.14 to -$2.36. Insider activity is mixed: CFO Webster Brian Daniel sold ~$300K in mid-April, while director COHEN RAYMOND W bought ~$200K in late March — a bullish contra-signal to the sales. No congressional or institutional data is available. The bottom line: BTIG's initiation adds to a bullish consensus, but the recent insider buying by a director partially offsets CFO selling, keeping the call credible but not exceptional.
Impact Score
Consensus & Targets
Consensus is heavily bullish: 6 Strong Buy, 5 Buy, 2 Hold, 0 Sell, 0 Strong Sell across 13 analysts. The direction is overwhelmingly positive, with 85% of ratings at Buy or Strong Buy.
Mean target $27.71, median $30, high $32 (BTIG), low $17 (Goldman Sachs). Current price $21.83 implies 27% upside to mean. BTIG's $32 is above the median and the highest on the Street, reflecting above-consensus conviction.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-09 | Goldman Sachs | maintain | Neutral | $17.00 |
| 2026-04-07 | BTIG | reiterate | Buy | $32.00 |
| 2026-03-25 | BTIG | reiterate | Buy | — |
| 2026-03-18 | BTIG | reiterate | Buy | — |
| 2025-12-15 | Goldman Sachs | maintain | Neutral | $25.00 |
| 2025-12-12 | Wells Fargo | maintain | Overweight | $28.00 |
| 2025-12-12 | Piper Sandler | maintain | Overweight | $30.00 |
| 2025-11-18 | BTIG | initiate | Buy | $32.00 |
| 2025-07-17 | Wells Fargo | maintain | Overweight | $27.00 |
| 2025-04-16 | Goldman Sachs | maintain | Neutral | $23.00 |
30-day analyst activity: 0 upgrades, 0 downgrades. EPS estimates have been revised down: current year EPS fell from -$2.14 to -$2.36 over the past 30 days, and next quarter from -$0.54 to -$0.55. Revisions are slightly negative, but the cluster of initiations suggests forward-looking optimism.
Firm Track Record — BTIG
BTIG accuracy: 53% on 948 calls | avg return: 3.7%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 3 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Wells Fargo | 33% | 1/3 | -4.8% | below average |
| Goldman Sachs | 0% | 0/3 | -34% | below average |
| Piper Sandler | 0% | 0/2 | -31.9% | below average |
BTIG has a 53% accuracy rate on 948 calls with a 3.7% average return — above average among covering firms. Wells Fargo (33% on 3 calls), Goldman Sachs (0% on 3 calls), and Piper Sandler (0% on 2 calls) have very limited track records on this ticker, making BTIG the most credible firm in the cluster.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1y | $-2.37 | $-2.37 — $-2.37 | $132.9M | ↑1 ↓0 |
| 0y | $-2.36 | $-2.36 — $-2.36 | $93.0M | ↑1 ↓0 |
| +1q | $-0.55 | $-0.55 — $-0.55 | $28.0M | ↑1 ↓0 |
| 0q | $-0.61 | $-0.61 — $-0.61 | $26.5M | ↑1 ↓0 |
Cross-Platform Signals
Insider trades: CFO Webster Brian Daniel sold ~$300K on April 15 and ~$304K on March 17. Director COHEN RAYMOND W bought ~$200K on March 26 — a bullish contra-signal to the CFO sales. Per academic literature, insider buys are strongly predictive, and this director buy partially offsets the CFO sales. No congressional or institutional data available. Short interest data is missing.
Actionable Insight
BTIG's initiation at the highest Street target reinforces the bullish consensus, but the recent EPS estimate downgrades and CFO selling warrant caution. Traders should view this as a moderate positive — the director buy provides some confirmation, but wait for a catalyst (e.g., earnings beat) before adding aggressively.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 16, 2026
27d ago
|
ANALYST-UPGRADE
| $25.65 $26.82 | ▲ +4.56% | ▲ +2.26% | $20.85 (−18.71%) |
|
Apr 16, 2026
8w ago
|
ANALYST-UPGRADE
| $20.41 $21.45 | ▲ +5.10% | ▼ −0.72% | $20.85 (+2.16%) |
|
Apr 1, 2026
10w ago
|
S-3ASR
| $19.84 $20.72 | ▲ +4.44% | ▼ −5.44% | $20.85 (+5.09%) |
|
Mar 17, 2026
12w ago
|
Press Release
| $19.58 $20.41 | ▲ +4.24% | ▼ −1.81% | $20.85 (+6.49%) |
|
Mar 3, 2026
14w ago
|
Press Release
| $22.92 $19.93 | ▼ −13.05% | ▼ −8.64% | $20.85 (−9.03%) |
US Market Status
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