Penumbra: AI Meets Aspiration - Why The Stock Is A Structural Winner

  • Penumbra's AI-guided aspiration system and scalable platform uniquely position it as a leader in stroke and PE intervention, justifying a Buy rating. First-mover advantage in intelligent thrombectomy, expanding European reimbursement, and an aging population create strong long-term growth tailwinds. Despite premium valuation multiples, PEN's innovation, ecosystem, and divestiture of non-core assets support its growth and margin expansion potential.