CARL Carlsmed, Inc. - Common Stock
NASDAQ · Health Care · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026
$14.27
· of 52w range
· above low
· to high
$8.5052w low
$17.2352w high
Market Cap (MRQ)
$389M
P/E (TTM)
-13.2
EPS (TTM)
$-1.08
Revenue (TTM)
$63M
your badges
52W Range
$8–$17
Analyst Rating
BUY
Price Target
$19
P/E
-13.2
ROE
-6196.9%
Net Profit Margin
-57.4%
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CARL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$14.27
Market Cap (MRQ)
$389M
P/E (TTM)
-13.2
EPS (TTM)
$-1.08
Revenue (TTM)
$63M
ROE (TTM)
-6196.9%
52W Range
$9–$17
CARL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$51M2024-12-31 → 2025-12-31
EPS$-2.122024-12-31 → 2025-12-31
Free Cash Flow$-30M2025-12-31 → 2025-12-31
Net margin-57.4%2025-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | CARL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | -13.2 | · | · | · | |
| P/S (TTM) | 6.1 | · | 4.2 | Fair value | |
| P/B (MRQ) | 4.6 | · | 3.5 | Fair value | |
| Price / FCF (TTM) | -11.2 | · | · | · | |
| Price / Cash Flow (TTM) | -11.4 | · | · | · | |
| Price / Tangible Book | 3.9 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | CARL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 76.6% | · | 76.2% | In line | |
| Operating Margin (TTM) | -61.1% | · | -19.6% | Weak | |
| EBITDA Margin (TTM) | -60.4% | · | -19.6% | Weak | |
| Net Profit Margin (TTM) | -57.4% | · | -23.1% | Weak | |
| ROA (TTM) | -42.4% | · | -25.6% | Weak | |
| ROE (TTM) | -6196.9% | · | -38.8% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | CARL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 8.8 | · | 4.4 | Strong liquidity | |
| Quick Ratio (MRQ) | 6.8 | · | 2.9 | Strong liquidity | |
| Interest Coverage | -21.4 | · | -3.2 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | CARL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 85.9% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | CARL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.6 | · | 0.7 | Weak | |
| Inventory Turnover | 8.8 | · | 1.9 | Top tier | |
| Receivables Turnover | 5.6 | · | 6.3 | Weak | |
| Revenue / Employee | ≈$397.7K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
16.6%
Next Report
Nov 05, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 26, 2026 | $-0.39 | $-0.42 | 6.3% |
| March 31, 2026 | $-0.32 | $-0.40 | 20.0% | |
| Dec. 31, 2025 | $-0.32 | $-0.43 | 26.4% | |
| Sept. 30, 2025 | $-0.40 | $-0.46 | 13.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue | $51M | $27M | |
| Cost of Revenue | $12M | $7M | |
| Gross Profit | $38M | $20M | |
| R&D Expense | $17M | $14M | |
| SG&A Expense | $17M | $8M | |
| Operating Expenses | $69M | $44M | |
| Operating Income | $-31M | $-24M | |
| Interest Expense | $1M | $1M | |
| Interest Income | $3M | $1M | |
| Other Non-op | $940.0K | $-135.0K | |
| Income Tax | $0 | $0 | |
| Net Income | $-30M | $-24M | |
| EPS (Basic) | $-2.12 | $-6.11 | |
| EPS (Diluted) | $-2.12 | $-6.11 | |
| Shares (Basic) | 14,221,991 | 4,066,395 | |
| Shares (Diluted) | 14,221,991 | 4,066,395 | |
| EBITDA | $-30M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $86M | $40M | |
| Short-term Investments | $24M | $0 | |
| Receivables | $11M | $7M | |
| Inventory | $2M | $995.0K | |
| Prepaid Expense | $4M | $1M | |
| Current Assets | $127M | $49M | |
| PP&E (Net) | $1M | $260.0K | |
| PP&E (Gross) | $2M | $659.0K | |
| Accum. Depreciation | $526.0K | $399.0K | |
| Other Non-current Assets | $134.0K | $569.0K | |
| Total Assets | $130M | $52M | |
| Accounts Payable | $4M | $2M | |
| Accrued Liabilities | $3M | $3M | |
| Current Liabilities | $14M | $9M | |
| Capital Leases | $1M | $1M | |
| Other Non-current Liabilities | $309.0K | $222.0K | |
| Total Liabilities | $31M | $26M | |
| Long-term Debt | $15M | $15M | |
| Common Stock | $0 | $0 | |
| Paid-in Capital | $200M | $541.0K | |
| Retained Earnings | $-101M | $-71M | |
| AOCI | $0 | · | |
| Stockholders' Equity | $99M | $-71M | |
| Liabilities + Equity | $130M | $52M | |
| Shares Outstanding | 26,604,505 | 4,139,219 |
Cash Flow
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| D&A | $281.0K | $145.0K | |
| Stock-based Comp | $2M | $253.0K | |
| Other Non-cash | $-2M | · | |
| Operating Cash Flow | $-29M | $-25M | |
| CapEx | $642.0K | $180.0K | |
| Investing Cash Flow | $-25M | $-180.0K | |
| Financing Cash Flow | $100M | $58M | |
| Free Cash Flow | $-30M | · |
Profitability
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Gross Margin | 75.3% | · | |
| Operating Margin | -60.5% | · | |
| Net Margin | -58.7% | · | |
| EBITDA Margin | -60.0% | · | |
| ROA | -32.6% | · | |
| ROE | -375.2% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Current Ratio | 8.9 | · | |
| Quick Ratio | 8.5 | · | |
| Interest Coverage | -21.4 | · |
Efficiency
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 0.6 | · | |
| Inventory Turnover | 8.8 | · | |
| Receivables Turnover | 5.6 | · |
Per Share
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Book Value / Share | $3.72 | · | |
| Revenue / Share | $3.55 | · | |
| Cash Flow / Share | $-2.04 | · | |
| Cash / Share | $3.22 | · | |
| EPS (TTM) | $-2.12 | · |
Growth Rates
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 85.9% | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $51M | · | |
| Net Income TTM | $-30M | · | |
| Market Cap | $329M | · | |
| P/E | -5.8 | · | |
| P/S | 6.5 | · | |
| P/B | 3.3 | · | |
| P / Tangible Book | 3.3 | · | |
| P / Cash Flow | -11.3 | · | |
| P / FCF | -11.1 | · | |
| Earnings Yield | -17.2% | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $19M | $16M | $15M | $13M | $12M | $10M | $9M | $7M | $6M | |
| Cost of Revenue | $4M | $4M | $4M | $3M | $3M | $3M | $2M | $2M | $2M | |
| Gross Profit | $15M | $12M | $12M | $10M | $9M | $8M | $7M | $5M | $5M | |
| R&D Expense | $6M | $5M | $5M | $4M | $4M | $3M | $3M | $4M | $4M | |
| SG&A Expense | $8M | $6M | $5M | $5M | $3M | $3M | $2M | $2M | $2M | |
| Operating Expenses | $26M | $22M | $21M | $19M | $15M | $13M | $12M | $13M | $11M | |
| Operating Income | $-11M | $-9M | $-9M | $-9M | $-7M | $-6M | $-5M | $-8M | $-6M | |
| Interest Expense | $313.0K | $311.0K | $330.0K | $380.0K | $363.0K | $357.0K | $378.0K | $402.0K | $325.0K | |
| Interest Income | $839.0K | $891.0K | $1M | $954.0K | $336.0K | $380.0K | $410.0K | $394.0K | $428.0K | |
| Other Non-op | $526.0K | $580.0K | $705.0K | $509.0K | $-264.0K | $-10.0K | $-23.0K | $-36.0K | $42.0K | |
| Income Tax | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Income | $-11M | $-9M | $-9M | $-9M | $-7M | $-6M | $-5M | $-8M | $-6M | |
| EPS (Basic) | $-0.39 | $-0.32 | $0.03 | $-0.40 | $-1.47 | $-1.47 | $-1.14 | $-2.06 | $-1.55 | |
| EPS (Diluted) | $-0.39 | $-0.32 | $0.03 | $-0.40 | $-1.47 | $-1.47 | $-1.14 | $-2.06 | $-1.55 | |
| Shares (Basic) | 27,190,765 | 26,835,841 | · | 21,081,330 | 4,589,717 | 4,299,492 | · | 4,088,553 | 4,053,063 | |
| Shares (Diluted) | 27,190,765 | 26,835,841 | · | 21,081,330 | 4,589,717 | 4,299,492 | · | 4,088,553 | 4,053,063 | |
| EBITDA | $-11M | $-9M | · | $-9M | $-7M | · | · | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $46M | $73M | $86M | $115M | $33M | · | $40M | · | · | |
| Short-term Investments | $24M | $24M | $24M | · | · | · | $0 | · | · | |
| Receivables | $14M | $12M | $11M | $11M | $10M | · | $7M | · | · | |
| Inventory | $2M | $2M | $2M | $1M | $1M | · | $995.0K | · | · | |
| Prepaid Expense | $4M | $4M | $4M | $3M | $2M | · | $1M | · | · | |
| Current Assets | $110M | $115M | $127M | $131M | $46M | · | $49M | · | · | |
| PP&E (Net) | $2M | $2M | $1M | $1M | $972.0K | · | $260.0K | · | · | |
| PP&E (Gross) | $3M | $2M | $2M | $2M | $1M | · | $659.0K | · | · | |
| Accum. Depreciation | $726.0K | $624.0K | $526.0K | $428.0K | $380.0K | · | $399.0K | · | · | |
| Other Non-current Assets | $253.0K | $103.0K | $134.0K | $225.0K | $4M | · | $569.0K | · | · | |
| Total Assets | $118M | $119M | $130M | $135M | $53M | · | $52M | · | · | |
| Accounts Payable | $4M | $3M | $4M | $3M | $3M | · | $2M | · | · | |
| Accrued Liabilities | $4M | $3M | $3M | $3M | $3M | · | $3M | · | · | |
| Current Liabilities | $12M | $10M | $14M | $11M | $9M | · | $9M | · | · | |
| Capital Leases | $6M | $1M | $1M | $2M | $2M | · | $1M | · | · | |
| Other Non-current Liabilities | $345.0K | $327.0K | $309.0K | $290.0K | $267.0K | · | $222.0K | · | · | |
| Total Liabilities | $34M | $27M | $31M | $28M | $28M | · | $26M | · | · | |
| Long-term Debt | $15M | $15M | $15M | $15M | $15M | · | $15M | · | · | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | · | $0 | · | · | |
| Paid-in Capital | $204M | $202M | $200M | $199M | $593.0K | · | $541.0K | · | · | |
| Retained Earnings | $-120M | $-110M | $-101M | $-92M | $-84M | · | $-71M | · | · | |
| AOCI | $-17.0K | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $84M | $92M | $99M | $107M | $-83M | · | $-71M | · | · | |
| Liabilities + Equity | $118M | $119M | $130M | $135M | $53M | · | $52M | · | · | |
| Shares Outstanding | 27,225,759 | 27,181,501 | 26,604,505 | 26,584,077 | 4,603,756 | · | 4,139,219 | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $130.0K | $99.0K | $98.0K | $82.0K | $61.0K | $40.0K | $37.0K | $33.0K | · | |
| Stock-based Comp | $2M | $2M | $790.0K | $704.0K | $258.0K | $175.0K | $100.0K | $66.0K | · | |
| Other Non-cash | · | $-6M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $-7M | $-13M | $-5M | $-8M | $-7M | $-8M | $-4M | $-8M | · | |
| CapEx | $121.0K | $79.0K | $73.0K | $159.0K | $327.0K | $83.0K | $61.0K | $52.0K | · | |
| Investing Cash Flow | $-20M | $-206.0K | $-24M | $-343.0K | $-672.0K | $-238.0K | $-61.0K | $-52.0K | · | |
| Financing Cash Flow | $243.0K | $436.0K | $-29.0K | $91M | $-2M | $12M | $-51.0K | $14M | · | |
| Free Cash Flow | · | $-13M | · | · | · | · | · | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 76.8% | 77.1% | · | 75.9% | 73.4% | · | · | · | · | |
| Operating Margin | -58.3% | -57.6% | · | -69.1% | -53.8% | · | · | · | · | |
| Net Margin | -55.5% | -54.0% | · | -65.2% | -56.0% | · | · | · | · | |
| EBITDA Margin | -58.3% | -56.9% | · | -69.1% | -53.8% | · | · | · | · | |
| ROA | -12.3% | -14.6% | · | -12.6% | -25.4% | · | · | · | · | |
| ROE | -1792.0% | -18.9% | · | -16.0% | 16.3% | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 8.8 | 11.9 | · | 12.0 | 4.9 | · | · | · | · | |
| Quick Ratio | 6.8 | 11.2 | · | 11.6 | 4.6 | · | · | · | · | |
| Interest Coverage | -35.3 | -29.8 | · | -23.8 | -17.9 | · | · | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.3 | · | 0.2 | 0.5 | · | · | · | · | |
| Inventory Turnover | 2.6 | 3.6 | · | 4.7 | 6.0 | · | · | · | · | |
| Receivables Turnover | 1.6 | 2.6 | · | 2.3 | 2.5 | · | · | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $3.09 | $3.39 | · | $4.01 | $-18.04 | · | · | · | · | |
| Revenue / Share | $0.70 | $0.60 | · | $0.62 | $2.63 | · | · | · | · | |
| Cash Flow / Share | · | $-0.48 | · | · | · | · | · | · | · | |
| Cash / Share | $1.70 | $2.69 | · | $4.34 | $7.27 | · | · | · | · | |
| EPS (TTM) | $-1.08 | $-2.16 | · | $-4.48 | $-6.14 | $-6.22 | · | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $63M | $56M | · | $45M | $38M | $32M | · | · | · | |
| Net Income TTM | $-36M | $-33M | · | $-26M | $-25M | $-25M | · | · | · | |
| Market Cap | $283M | $246M | · | $356M | · | · | · | · | · | |
| P/E | -9.6 | -4.2 | · | -3.0 | · | · | · | · | · | |
| P/S | 4.5 | 4.4 | · | 8.0 | · | · | · | · | · | |
| P/B | 3.4 | 2.7 | · | 3.3 | · | · | · | · | · | |
| P / Tangible Book | 3.4 | 2.7 | · | 3.3 | · | · | · | · | · | |
| P / Cash Flow | · | -18.9 | · | · | · | · | · | · | · | |
| Earnings Yield | -10.4% | -23.9% | · | -33.5% | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Revenue | $51M | $27M |
| Gross Margin % | 75.3% | · |
| Operating Margin % | -60.5% | · |
| Net Income | $-30M | $-24M |
| Diluted EPS | $-2.12 | $-6.11 |
| Metric | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Current Ratio | 8.9 | · |
| Quick Ratio | 8.5 | · |
| Metric | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Free Cash Flow | $-30M | · |
Institutional owners (13F) 75 filers · $61.6M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
75
Value held
$61.6M
New positions
21
Exited positions
13
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 21 (0 vs prior Q) | 13 (+3 vs prior Q) | 32 (+16 vs prior Q) | 12 (-6 vs prior Q) | -850K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | $11,108,441 | 1,227,452 | 18.02% | Shares |
| Parkman Healthcare Partners LLC | $6,200,161 | 597,318 | 10.06% | Shares |
| BlackRock, Inc. | $5,528,316 | 532,593 | 8.97% | Shares |
| KCM Capital Inc | $4,567,200 | 440,000 | 7.41% | Shares |
| VANGUARD GROUP INC | $4,447,013 | 360,082 | 7.21% | Shares |
| Pier Capital, LLC | $3,878,767 | 373,677 | 6.29% | Shares |
| MILLENNIUM MANAGEMENT LLC | $3,071,515 | 295,907 | 4.98% | Shares |
| Palumbo Wealth Management LLC | $2,774,554 | 267,298 | 4.50% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $2,477,986 | 238,727 | 4.02% | Shares |
| Schonfeld Strategic Advisors LLC | $2,333,464 | 224,804 | 3.79% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $2,125,082 | 204,655 | 3.45% | Shares |
| Russell Investments Group, Ltd. | $1,444,292 | 139,142 | 2.34% | Shares |
| STATE STREET CORP | $1,381,402 | 133,083 | 2.24% | Shares |
| CITADEL ADVISORS LLC | $1,055,916 | 101,726 | 1.71% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $956,610 | 92,159 | 1.55% | Shares |
| JANE STREET GROUP, LLC | $761,778 | 73,389 | 1.24% | Shares |
| NORTHERN TRUST CORP | $670,890 | 64,633 | 1.09% | Shares |
| GOLDMAN SACHS GROUP INC | $655,248 | 63,126 | 1.06% | Shares |
| D. E. Shaw & Co., Inc. | $627,357 | 60,439 | 1.02% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $591,120 | 56,948 | 0.96% | Shares |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $536,521 | 51,688 | 0.87% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $518,253 | 49,928 | 0.84% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $414,691 | 39,951 | 0.67% | Shares |
| MORGAN STANLEY | $318,656 | 30,699 | 0.52% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $259,500 | 25,000 | 0.42% | Shares |
| Boston Partners | $232,250 | 22,375 | 0.38% | Shares |
| MARSHALL WACE, LLP | $220,917 | 21,283 | 0.36% | Shares |
| Jump Financial, LLC | $201,518 | 19,414 | 0.33% | Shares |
| TWO SIGMA INVESTMENTS, LP | $186,923 | 18,008 | 0.30% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $181,256 | 17,462 | 0.29% | Shares |
| Bank of New York Mellon Corp | $181,155 | 17,452 | 0.29% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $179,325 | 17,276 | 0.29% | Shares |
| UBS Group AG | $173,855 | 16,749 | 0.28% | Shares |
| ALPINE WOODS CAPITAL INVESTORS, LLC | $161,326 | 15,542 | 0.26% | Shares |
| Centiva Capital, LP | $154,569 | 14,891 | 0.25% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $145,735 | 14,040 | 0.24% | Shares |
| Board of Trustees of The Leland Stanford Junior University | $129,916 | 12,516 | 0.21% | Shares |
| Trexquant Investment LP | $114,190 | 11,001 | 0.19% | Shares |
| BANK OF AMERICA CORP /DE/ | $107,910 | 10,396 | 0.18% | Shares |
| DEUTSCHE BANK AG\ | $105,668 | 10,180 | 0.17% | Shares |
| WELLS FARGO & COMPANY/MN | $80,165 | 7,723 | 0.13% | Shares |
| RHUMBLINE ADVISERS | $60,074 | 5,788 | 0.10% | Shares |
| JPMORGAN CHASE & CO | $58,535 | 5,264 | 0.09% | Shares |
| CITIGROUP INC | $45,433 | 4,377 | 0.07% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $40,409 | 3,893 | 0.07% | Shares |
| Vanguard Global Advisers, LLC | $37,129 | 3,577 | 0.06% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $18,684 | 1,800 | 0.03% | Shares |
| BARCLAYS PLC | $14,979 | 1,443 | 0.02% | Shares |
| Police & Firemen's Retirement System of New Jersey | $13,058 | 1,258 | 0.02% | Shares |
| ARMSTRONG ADVISORY GROUP, INC | $12,809 | 1,234 | 0.02% | Shares |
Company insiders 11 insiders · 6 officers · 7 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael Cordonnier | CEO, President | March 3, 2026 M | 1,550,477 | 0 | 1 | $-2,629,493 |
| Richard Heppenstall | CFO, Treasurer | Sept. 28, 2026 A | 89,286 | 0 | 0 | $0 |
| Leonard M. Greenstein | CFO, Treasurer | Jan. 28, 2026 A | 188,346 | 0 | 0 | $0 |
| Jeffrey Bertolini | Chief Operating Officer | Sept. 30, 2026 M | 22,489 | 0 | 1 | $-3,400 |
| Niall Casey | Chief IP Officer | Jan. 28, 2026 A | 982,562 | 0 | 0 | $0 |
| William Scott Durall | Chief Commercial Officer | Jan. 28, 2026 A | 44,977 | 0 | 0 | $0 |
| Kevin Sidow | Director | June 3, 2026 A | 73,264 | 0 | 0 | $0 |
| Jonathan D Root | Director | June 3, 2026 A | 497,697 | 0 | 0 | $0 |
| Kevin C Oboyle | Director | June 3, 2026 A | 31,031 | 0 | 0 | $0 |
| Philip M Young | Director | June 3, 2026 A | 31,031 | 0 | 0 | $0 |
| Robert Mittendorff II | Director | July 24, 2025 C | 931,452 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 11 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| IWC · iShares Trust | 0.03% | 28,159 SH | Sept. 11, 2026 | Daily |
| IWO · iShares Trust | 0.00% | 44,451 SH | Sept. 11, 2026 | Daily |
| IWM · iShares Trust | 0.00% | 209,102 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.00% | 4,034 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 73,487 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 158,583 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.00% | 48,152 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.00% | 3,942 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.00% | 4,297 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 557 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 41,481 SH | Sept. 11, 2026 | Daily |
CARL Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 11 analysts
BUY
Median target
$18.00
+26.1%
4 36.4%
Strong Buy
6 54.5%
Buy
1 9.1%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
5 analysts · 2026-09-28Mean target $19.20 +34.5%
← Below all targets
Current price $14.27
Low$17.00
Mean$19.20
High$23.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CARL | $329M | -5.8 | 85.9% | -58.7% | -375.2% | 75.3% |
| TCMD | $651M | 35.4 | 12.5% | 5.8% | 9.2% | 75.9% |
| SGHT | $424M | -10.7 | -3.1% | -49.7% | -57.4% | 86.2% |
| NPCE | $518M | -23.4 | 25.1% | -21.5% | -111.6% | 77.2% |
| SI | $295M | -3.1 | 49.6% | -85.3% | -129.1% | 76.5% |
| OBIO | $237M | -3.7 | 1169.2% | -157.4% | -195.7% | · |
| OFIX | $604M | -6.5 | 2.9% | -11.2% | -20.3% | 68.8% |
| CLPT | $402M | -15.2 | 17.8% | -69.1% | -106.9% | 61.4% |
| CV | $501M | -10.4 | 15.3% | -186.8% | 40.3% | 52.9% |
| ABT | $250.18B | 33.7 | 5.7% | 14.7% | 13.1% | · |
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Source: SEC 10-Q filed Aug 5, 2026