**The initiation from a high-accuracy firm (55%) adds credibility to the bullish consensus, but the downward EPS revisions and insider selling from the CEO and CFO warrant caution. Wait for earnings confirmation before adding to positions.**
Price Chart
Executive Summary
JP Morgan initiated coverage on Kestra Medical Technologies (KMTS) with an Overweight rating and a $30 price target, implying 21% upside from the current $24.73. The firm joins a bullish consensus: 11 of 13 analysts rate the stock Buy or Strong Buy, with only 2 at Hold. JP Morgan's $30 target is in line with the mean and median consensus, sitting between the low of $28 and high of $32. The firm carries a 55% accuracy rate on 5,701 calls and an average return of 5.6%, ranking above the other firms covering KMTS (Wells Fargo 33%, Goldman Sachs 0%, Piper Sandler 0%). Recent analyst activity is positive — 2 upgrades and 0 downgrades in the past 30 days — but EPS estimates have been revised lower across all periods, with the current quarter EPS falling from -$0.54 to -$0.625. Insider selling occurred on August 4, 2026, with five insiders selling a total of ~$421k, including the CEO and CFO. No congressional trades or institutional changes are reported. The initiation from a high-accuracy firm adds credibility to the bullish case, but the downward EPS revisions and insider selling create a mixed signal. Traders should watch for earnings confirmation before adding to positions.
Impact Score
Consensus & Targets
The consensus is heavily bullish: 6 Strong Buy, 5 Buy, 2 Hold, 0 Sell, 0 Strong Sell — 85% Buy-side (11 of 13 analysts). Only 2 analysts are at Hold, and none are bearish. This is a strong directional consensus.
Current price: $24.73. Mean target: $30.00. Median: $30.00. High: $32.00. Low: $28.00. JP Morgan's $30 PT is exactly at the mean and median, implying 21% upside. The target range is tight ($28–$32), indicating analysts are clustered around a similar valuation.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-08-10 | JP Morgan | initiate | Overweight | $30.00 |
| 2026-07-21 | Oppenheimer | initiate | Perform | — |
| 2026-07-15 | BTIG | maintain | Buy | — |
| 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 |
In the past 30 days, there have been 2 upgrades and 0 downgrades. However, EPS estimates have been revised lower across all periods: current quarter EPS fell from -$0.54 to -$0.625 (1 revision down), next quarter from -$0.545 to -$0.615 (2 revisions down), current year from -$2.14 to -$2.305 (1 down, 1 up), and next year from -$1.41 to -$2.02 (1 down). The downward revision trend is a cautionary signal.
Firm Track Record — JP Morgan
JP Morgan accuracy: 55% on 5701 calls | avg return: 5.6%
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 |
JP Morgan has a 55% accuracy rate on 5,701 calls with an average return of 5.6%. This is above the other firms covering KMTS: Wells Fargo (33% on 3 calls, avg return -4.8%), Goldman Sachs (0% on 3 calls, avg return -34%), and Piper Sandler (0% on 2 calls, avg return -31.9%). JP Morgan is the most credible firm covering the stock.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $-0.63 | $-0.63 — $-0.62 | $29.0M | ↑0 ↓0 |
| +1q | $-0.61 | $-0.62 — $-0.61 | $31.5M | ↑0 ↓0 |
| 0y | $-2.31 | $-2.33 — $-2.28 | $137.0M | ↑0 ↓0 |
| +1y | $-2.02 | $-2.06 — $-1.98 | $193.7M | ↑0 ↓0 |
Cross-Platform Signals
Insider selling occurred on August 4, 2026: five insiders sold a total of ~$421k, including the CEO (Ford Alfred J Jr, $151k) and CFO (Mahboob Vaseem, $173k combined). This is a cluster of sales from C-suite executives, which is a bearish signal. No congressional trades or institutional changes are reported. Short interest data is not available. The insider selling diverges from the bullish analyst initiation, creating a mixed cross-platform signal.
Investment Themes
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 144 | $29.78 | awaiting T+20 | — | $29.99 (+0.71%) |
Oct 27, 2026 today | 144 | $29.78 | awaiting T+20 | — | $29.99 (+0.71%) |
Oct 22, 2026 5d ago | Insider Cluster | $28.76 | awaiting T+20 | — | $29.99 (+4.28%) |
Oct 20, 2026 7d ago | 144 | $27.31 | awaiting T+20 | — | $29.99 (+9.81%) |
Oct 20, 2026 7d ago | ANALYST-UPGRADE | $28.28 | awaiting T+20 | — | $29.99 (+6.05%) |
Sep 30, 2026 27d ago | 144 | $27.12 | awaiting T+20 | — | $29.99 (+10.60%) |
Sep 14, 2026 6w ago | Press Release | $25.18 $26.97 | ▲ +7.11% | ▲ +4.39% | $29.99 (+19.10%) |
Sep 10, 2026 6w ago | Insider Cluster | $22.85 $26.98 | ▲ +18.07% | ▲ +16.21% | $29.99 (+31.25%) |
Sep 10, 2026 6w ago | Press Release | $23.57 $25.77 | ▲ +9.33% | ▲ +7.21% | $29.99 (+27.24%) |
Aug 31, 2026 8w ago | Press Release | $25.12 $28.29 | ▲ +12.62% | ▲ +12.30% | $29.99 (+19.39%) |
US Market Status
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