InfuSystem Hlds (INFU) Stock Forecast & Price Target

InfuSystems Holdings Inc. has demonstrated strong financial performance, with the oncology business achieving record quarterly revenue and a 10.3% increase in patient volumes, supported by improved revenue cycle collections. The company experienced a significant improvement in gross profit margin, rising 370 basis points to 55.2%, driven by revenue mix optimization and reduced pump disposal costs. With year-to-date net operating cash flow increasing by 38% to $17.3 million, and anticipated margin expansion due to enhancements in CRM systems and the growth of Wound Care and Pain Management segments, the outlook for InfuSystems remains positive.

InfuSystems Holdings Inc. has faced a decline in gross margins, particularly within its Device Solutions division, which has negatively impacted overall financial performance alongside rising operational costs. Economic uncertainties have led to customer destocking, resulting in reduced demand and sales volumes, which have further pressured the company's margins. Additionally, estimates project FY26 revenue to remain flat at $143.6 million, indicating a stagnant growth outlook amid competitive headwinds and margin compression challenges.