Integer's (ITGR) ongoing strategic review process and private equity interest in the contract manufacturing organization sector combined with the 2025-end stock selloff suggests limited downside to numbers, Oppenheimer said in a Wednesday research report.

The macro environment remains uncertain and dislocations can

happen fast, while private credit exposure for PE funds remains a concern as well, analysts wrote.

Integer's broad base of blue-chip clients, where 70% of contracts being long-term in nature, provide the company story with automatic "buffers" for risk mitigation, according to the note.

The brokerage said it upgraded the stock to outperform from perform with a price target of $115 per share.

Price: 90.99, Change: +6.01, Percent Change: +7.07