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Stock impact report

Rating Downgrade: Lifecore, Ready To Go, But Problems Remain [Seeking Alpha]

Lifecore Biomedical, Inc. (LFCR) 
Company Research Source: Seeking Alpha
LFCR's customer concentration, underutilized capacity, and competitive pressures from larger CDMOs present ongoing risks to sustained revenue and margin expansion. Management targets a 12% revenue CAGR and 25% EBITDA margins by 2027-2028, but recent results show declining development revenue and only modest improvement in profitability. Moving to hold given high valuation, cash flow problems, and lack of near-term growth, waiting for clear signs of revenue acceleration before considering LFCR shares. We still think growth is likely to resume in due course, though. Looking for more investing ideas like this one? Get them exclusively at SHU Growth Portfolio. Learn More » banjongseal324/iStock via Getty Images Lifecore Biomedical ( NASDAQ: LFCR ) is a fully integrated contract development and manufacturing organization (CDMO). We covered the shares some 10 months ago, so for an introduction to the company, we refer you to that article. What follows More on my IG service Show less Read more
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