AngioDynamics Growing, But With More Noise Than The Street Likes

Stephen Simpson20.88K FollowersFollow5ShareSavePlay(9min)CommentsSummaryAngioDynamics is undervalued but remains a volatile, mixed-execution med tech story requiring patient investors.The Med Tech business continues to show robust growth—AlphaVac up 47%, NanoKnife up 21%—but margins and legacy Medical Devices drag on valuation.Q4 guidance disappointed due to increased R&D, inventory build, and ongoing tariff costs, though revenue guidance was raised.An upcoming CEO transition and further Med Tech scaling could catalyze margin expansion and strategic exits from legacy businesses. Storman/iStock via Getty Images AngioDynamics (ANGO) has been looking more and more like a “two steps forward, one and a half steps back” company. Management has inarguably made progress in building the company’s growth-oriented Medical Tech business and boosted the company’s overallThis article was written byStephen Simpson20.88K FollowersFollowStephen Simpson is a freelance financial writer and investor.Spent close to 15 years on the Street (sell-side, buy-side, equities, bonds).Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.