KORU Medical Systems Selloff Offers An Opportunity

KORU Medical Systems is transforming into a digitally enabled drug delivery platform, leveraging secular tailwinds in at-home subcutaneous infusion therapies. Q2 revenue grew 18.2% to $12.05M with positive net income and gross margin expansion to 65.1%, driven by domestic core strength and international growth. International ramp is slower than forecast, prompting narrowed FY guidance to $47.5M–$48.5M revenue and a raised gross margin outlook to 62%–64%. Management targets $100M revenue, gross margins above 65%, and EBITDA margins of at least 20% long-term, with positive adjusted EBITDA expected in FY26. Looking for more investing ideas like this one? Get them exclusively at SHU Growth Portfolio. Learn More » I have written multiple times on KORU (KRMD); see for instance here , here , here , and here . Since that last article from February, the stock has performed pretty badly, down 30%. There isn't really anything fundamentally This article was written by Shareholders Unite 20.32K Followers Follow Shareholders Unite is a retired academic with 30+ years of experience in the financial markets. He looks to find small companies with multi-bagger potential while mitigating risks through a portfolio approach. He runs SHU Growth Portfolio where he offers wide coverage of several small companies with high growth possibilities. He has a buy and hold approach with tranche purchases of stocks of interest. The service features an illustrative portfolio to incorporate into your portfolio, buy alerts, weekend stock and market updates, and a chat room. Learn more Analyst’s Disclosure: I/we have a beneficial long position in the shares of KRMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.