Rewey Asset Management highlighted Orthofix Medical as an attractive investment after CMS reversed a reimbursement cut for non-invasive bone growth stimulator devices. The firm noted that Orthofix was its weakest performer in the first quarter of 2026 after CMS lowered reimbursement on May 21st, forcing the company to reduce its 2026 revenue guidance by $5 million and withdraw prior three-year targets. On July 1st, CMS completely reversed the code change, a net positive for Orthofix. Rewey Asset Management still forecasts revenue and earnings growth for Orthofix over the next few years and believes the share decline is overdone. Orthofix Medical shares closed at $11.02 on July 22, 2026, with a one-month return of 27.03% and a market capitalization of $441.80 million.
Orthofix Medical IncCMS reversed its reimbursement cut for non-invasive bone growth stimulator devices, a net positive for Orthofix.