InMode Ltd.

NasdaqGS:INMD

It’s time for a controversial, slightly larger-cap pick. INMD has experienced a series of earnings misses and guidance cuts, with the latest occurring just yesterday. Some time ago, it was even the target of a short report. However, it now seems that no negative news can push the stock much further down, thanks to the company’s massive cash reserves and strong FCF generation.

With that said, 2025 is likely to be a challenging year for big-ticket aesthetic procedures, and the timing may not be ideal. However, the goal is to outperform over three-year rolling periods, and over that horizon, my conviction in INMD is particularly high.

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