Establishment Labs Holdings ($ESTA) podcast mentions
Timestamped Establishment Labs Holdings ($ESTA) mentions across our podcast corpus.
MakeMyTrip has been putting up pretty good numbers, but it's not exactly cheap anymore, trading at 33 times earnings. Expedia sells for roughly 15 times earnings, Booking for 20 times earnings. Now, if you want to bet on the online travel agents trampling the AI competition, I'd much rather go with those two, especially the latter, which is a very consistent company and just reported a good quarter. Next up on July 30th, I got a We got a call from Quentin or Quentin in Georgia, and he's asking about Establishment Labs, ESTA, which is a medical technology company that's all about breast augmentation procedures and related equipment. Some of these are minimally invasive, and the company says its platform is also much safer than the competition. After a few years lost in the wilderness, Establishment Labs started putting up some strong revenue growth last year. It's up 27%, expected to do 28% growth this year. Followed by 26% growth next year. Unfortunately, though, Astagmum is still unprofitable 8 years after its IPO. It reported another money-losing quarter earlier this month. The stock's now down more than 17% for the month of August. This could be interesting for speculation, maybe, but I got to say, I have my reservations about this one. I don't like recommending unprofitable companies at this stage of the market. Were really high. What else have we got? Okay, 2 weeks ago, Sam Maschus has called about NVE Corporation. That's a very small technology company that calls itself a leader in the practical commercialization of spintronics. If you're wondering what the heck that means, you're not alone. Apparently, spintronics is a nanotechnology that relies on natural spin of electrons to store and transmit information. It has nothing to do with politics. Optics. Basically, it's a more energy-efficient way to handle memory and data storage. It's kind of a tough story to follow, frankly, because MBE Corporation has no analyst coverage whatsoever. Company had just $25 million in revenue for its fiscal 2026, but surprisingly profitable at $15.2 million in net income during the same period. After years of non-remarkable performance, the stock's had a major breakout, more than doubling year to date thanks to a new product, a magnetic switch Sensor that's selling surprisingly well. You think this would be a data center play, right? But actually it's more of a robotic play.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17And we also reported a great quarter last month with 81% revenue growth, 78% earnings growth. Now, I wish I had a firmer grasp on the science of spintronics, but when I see these numbers, it's hard not to be cautiously optimistic, if not just optimistic. Well, this is another speculative stock. It's one that's quite probable given the earnings growth. It's not that expensive, selling for 38 times last year's numbers. Remember, given the earnings growth. Just keep in mind, it's a high-risk, high-reward situation. Finally, last week, Jim in California asked about Ubiquiti. That's a company that makes network equipment with a bit of a sordid history. Ubiquiti stock has been roaring over the past couple of years thanks to the data center boom, climbing from just over $100 in late 2023 to an all-time high of just under $1,100 in April of this year. That's the kind of run we're looking for. The last thing in these gains came in a few months after Ubiquiti had once again come under fire when the investigative journalism slash short seller outfit Hunterbrook Media claimed the company's products were being heavily used by the Russian military on the front lines in Ukraine. They won't sell their stuff directly to the Russians, but it's getting there anyway. Personally, it doesn't sit right with me, but buyers kept piling into Ubiquiti until reports of a truly heinous quarter in early May that sent the stock from over $1,000 to under $600 in just a matter of days. Since then, trading sideways. We don't know when they plan to report their next quarter. Hasn't been announced yet, but it's been more than 3 months, so it could happen very soon. Overall, I'm not going to stick my neck out for these guys. There are much easier ways to bet on networking equipment than Ubiquiti companies that are low drama with much less headline risk. Cisco sure comes to mind. They pulled— they had a great quarter and then they kind of were tepid in guidance. The stock came down. I like it. Here's the bottom line. Looking at our recent homework items, let's see. I think NV Corporation interesting for speculation. Establishment Labs could have something going for it, although I'm not an expert. Axial Services— Service Holdings is one that I'd sell on the strength.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17MakeMyTrip has been putting up pretty good numbers, but it's not exactly cheap anymore, trading at 33 times earnings. Expedia sells for roughly 15 times earnings, Booking for 20 times earnings. Now, if you want to bet on the online travel agents trampling the competition, I'd much rather go with those two, especially the latter, which is a very consistent company. And just put a good quarter. Next up on July 30th, I got a call from Quentin or Quentin in Georgia, and he's asking about Establishment Labs, ESTA, which is a medical technology company that's all about breast augmentation procedures and related equipment. Some of these are minimally invasive, and the company says its platform is also much safer than the competition. After a few years lost in the wilderness, Establishment Labs started putting up some strong revenue growth last year. It's up 27%, expected to do 28% growth this year, followed by 26% growth next year. Unfortunately, though, Establishment Labs is still unprofitable 8 years after its IPO. It reported another money-losing quarter earlier this month. The stock's now down more than 17% for the month of August. This could be interesting for speculation, maybe, but I got to tell you, I have my reservations about this one. I don't like recommending unprofitable companies at this stage of the market where we're really high. What else have we got? Okay, 2 weeks ago, Sam Maschus has called about NVE Corporation. That's a very small technology company that calls itself a leader in the practical commercialization of spintronics. If you're wondering what the heck that means, you're not alone. Apparently, spintronics is a nanotechnology that relies on natural spin of electrons to, to store and transmit information. Information. It has nothing to do with politics. Basically, it's a more energy-efficient way to handle memory and data storage. It's kind of a tough story to follow, frankly, because NVE Corporation has no analyst coverage whatsoever. Company had just $25 million in revenue for its fiscal 2026, but surprisingly profitable at $15.2 million in net income during the same period. After years of non-remarkable performance, the stock's had a major breakout, more than doubling year to date thanks to a new product, a magnetic switch Sensor that's selling surprisingly well. You think this would be a data center play, right? But actually it's more of a robotic play.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17And we also reported a great quarter last month with 81% revenue growth, 78% earnings growth. Now, I wish I had a firmer grasp on the science of spintronics, but when I see these numbers, it's hard not to be cautiously optimistic, if not just optimistic. Well, this is another speculative stock. It's one that's quite probable given the earnings growth. It's not that expensive, selling for 38 times last year's numbers. Remember, given the earnings growth. Just keep in mind, it's a high-risk, high-reward situation. Finally, last week, Jim in California asked about Ubiquiti. That's a company that makes network equipment with a bit of a sordid history. Ubiquiti stock had been roaring over the past couple of years thanks to the data center boom, climbing from just over $100 in late 2023 to an all-time high of just under $1,100 in April of this year. That's the kind of run we're looking for. The last thing in these gains came in a few months after Ubiquiti had once again come under fire when the investigative journalism slash short seller outfit Hunterbrook Media claimed the company's products were being heavily used by the Russian military on the front lines in Ukraine. They won't sell their stuff directly to the Russians, but it's getting there anyway. Personally, it doesn't sit right with me, but buyers kept piling into Ubiquiti until reports of a truly heinous quarter in early May that sent the stock from over $1,000 to under $600 in just a matter of days. Since then, trading sideways. We don't know when they plan to report their next quarter. Hasn't been announced yet, but it's been more than 3 months, so it could happen very soon. Overall, I'm not going to stick my neck out for these guys. There are much easier ways to bet on networking equipment than Ubiquiti, companies that are low drama with much less headline risk. Cisco sure comes to mind. They pulled— they had a great quarter and then they kind of were tepid in guides. The stock came down. I like it. Here's the bottom line. Looking at our recent homework items, let's see. I think NV Corporation interesting for speculation. Establishment Labs could have something going for it, although I'm not an expert. Axial Services— Service Holdings is one that I'd sell on the strength.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/17/26 · 2026-08-17Hey Jim, uh, I started accumulating this stock in the upper 20s and recently trimmed about a quarter of the position, uh, through their R&D. They are one of the hottest trends in plastic surgery, offering women breast augmentations with only local anesthesia and 1-hour recovery time. What do I do with the rest of, uh, Establishment Labs? And do you see them as a takeover target?
Speaker E · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/30/26 · 2026-07-30