ESTA Establishment Labs Holdings Inc

$ESTA Now that a large majority of the adult women population are on GLP the next move is to fix the breasts …. They will be acquired

$ESTA TD Cowen cuts PT to 95. Very bullish report. PT reduction is "to account for the multiple contraction experienced by the high growth smid cap Medical Devices peer group." Establishment Labs (NASDAQ: ESTA) Buy (1) Price Target: $95.00 (Prior $117.00) 3Q Preview: We Expect The U.S. To Lead The Way To Another Beat And Raise THE TD COWEN INSIGHT We expect ESTA to deliver a 3Q revenue beat across both the US and OUS franchises, with the Street's OUS sales decline estimate proving conservative. FDA approval for the recon indication should add a near-term catalyst alongside the 3Q beat and revenue guidance raise, while GM expansion and an improving profitability trajectory should be well received. Reiterate Buy, PT to $95 from $117.

$ESTA There’s nothing fundamentally wrong here the issue is it’s a small cap in an environment w rising bond yields …:these stocks for work when the Fed is hiking rates

$ESTA I’ve figured out that high gas make people think twice about buying boobs. The good news is that when the gas deflates the boobs will inflate and ESTA will become cash flow possitve. I’d love some short term pain of the 50s to grab some more.

$ESTA I can’t see “watchers,” but it must be sub 1k. I personally didn’t find this company and unsure if I even would except if I used AI. The world will be an interesting place once people start using agents to find niche moving in the right macro direction.

$ESTA do not miss this boat guys. ER coming in hot at a time when this stock has been beaten up. We know high int rates have not been favorable for a company in the verge of becoming cash flow positive but this is precisely why we have this opportunity to make 50% short-term upside.

$ESTA (Establishment Labs, maker of Motiva breast implants) extended its exclusive silicone supply pact with NuSil to Dec 31, 2031 from Dec 31, 2026, and agreed to use no non-NuSil silicone in any implant shell or gel. New prices and a NuSil credit cap, above which NuSil may suspend shipments, are redacted; vs ~$1.72B market value at $57.88 (16:00 ET Oct 14, 2026) and $71.2M cash at June 30, 2026, cost impact can't be sized. Upside: silicone supply is locked 5 more years. Up to five 1-yr renewals after 2031; either side can stop each, 1st by end-2030.

$ESTA Establishment Labs (NASDAQ: ESTA) Buy (1) Price Target: $117.00 The Selloff Looks Overdone as a Major FDA Catalyst Approaches THE TD COWEN INSIGHT We believe the sustained selling pressure in Establishment Labs following its 2Q26 earnings release has become increasingly disconnected from the company's underlying operating performance and the magnitude of its approaching market expansion opportunities. Most importantly, ESTA appears to be on the cusp of an FDA decision that could unlock the U.S. breast reconstruction market. Reiterate Buy.

$ESTA What’s up with the weird premarket and after hours price differences? Two days ago after hours was 13% up now today premarket 8% up

$ESTA purchased a bit more this morning. Will continue to DCA. Starting to build a very large position here. Not my #1, but quickly will become it if it remains here. Interest rate impacting anything financable I imagine.

$ESTA Establishment Labs (NASDAQ: ESTA) Buy (1) Price Target: $117.00 FDA Approval of Smaller Round/Ergo Implant Lines Adds Another Growth Lever THE TD COWEN INSIGHT This morning, ESTA announced FDA approval of multiple lines of smaller Motiva and Ergonomix implant sizes, expanding access for patients seeking more subtle enhancement and potentially representing a modest 4Q upside driver. During our Plastic Surgeon Roundtable (report here), surgeons highlighted meaningful demand for these sizes, consistent with the view that they expand ESTA's U.S. TAM by ~10%.

$ESTA reported earnings before the open: GAAP EPS of −$0.35 vs. −$0.26 estimated, a miss of 36.3%. I used Stock Meadow to review the results.

$ESTA Q3 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.35 up 7.89% YoY • Reported revenue of $71.99M up 33.86% YoY • Establishment Labs raised full-year 2026 revenue expectations to more than $274M, with adjusted gross margin approximately 70.7%, adjusted operating expenses of $195M to $200M unchanged, and positive adjusted EBITDA for the full year.

$ESTA is estimated to report earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: ESTA has beaten EPS estimates in 4 of its last 8 reports.

$ESTA downside possibility to the 53 range, where the weekly 200 sits. Dont like the break of 70 but, is what it is. Looking to add mid 60s, definitely at the low 50s if we get there. Recon indication was approved today, would expect this to be positively reflected soon.