Carlsmed（CARL）株式概要カールスメッド社は商業段階の医療技術企業で、AIを活用した個別化脊椎手術ソリューションの設計、製造、販売を行っている。 詳細CARL ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績0/6財務の健全性5/6配当金0/6報酬収益は年間33.69%増加すると予測されています 過去 1 年間で収益は74.9%増加しましたアナリストらは、株価が84.4%上昇するだろうとほぼ一致している。 リスク分析現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見るCARL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN58.4% undervaluedAnalystHighTarget•4mo agoAI Spine Surgery And Personalized Implants Will Transform Long-Term Earnings Potential1000AN48.6% undervaluedAnalystConsensusTarget•4mo agoPersonalized Spine Surgery Will Reshape A US$13b Market Over The Long Term901AN41.3% undervaluedAnalystLowTarget•5mo agoSurgeon Concentration And Reimbursement Risks Will Persist Yet Eventually Support A Stronger Business801Top Analyst NarrativesAN58.4% undervaluedAnalystHighTarget•4mo agoAI Spine Surgery And Personalized Implants Will Transform Long-Term Earnings Potential1000AN48.6% undervaluedAnalystConsensusTarget•4mo agoPersonalized Spine Surgery Will Reshape A US$13b Market Over The Long Term901AN41.3% undervaluedAnalystLowTarget•5mo agoSurgeon Concentration And Reimbursement Risks Will Persist Yet Eventually Support A Stronger Business801View all narrativesCarlsmed, Inc. 競合他社ElectromedSymbol: NYSEAM:ELMDMarket cap: US$310.9mSight SciencesSymbol: NasdaqGS:SGHTMarket cap: US$273.1mCapsoVisionSymbol: NasdaqCM:CVMarket cap: US$331.3mTreace Medical ConceptsSymbol: NasdaqGS:TMCIMarket cap: US$267.3m価格と性能株価の高値、安値、推移の概要Carlsmed過去の株価現在の株価US$9.9852週高値US$17.1952週安値US$8.50ベータ01ヶ月の変化-8.69%3ヶ月変化-8.10%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-31.17%最新ニュースお知らせ • May 07Carlsmed, Inc. Raises Earnings Guidance for the Full Year 2026Carlsmed, Inc. raised earnings guidance for the full year 2026. For the year, company expected revenue to be in the range of $72 to $77 million, representing growth of 48% at the midpoint of the range over 2025. This compares to prior guidance of $70 to $75 million.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.32 loss per share. Revenue: US$16.1m (up 58% from 1Q 2025). Net loss: US$8.70m (loss widened 38% from 1Q 2025). Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US.お知らせ • Apr 23Carlsmed, Inc., Annual General Meeting, Jun 03, 2026Carlsmed, Inc., Annual General Meeting, Jun 03, 2026. Location: at the offices of morrison & foerster llp, located at 12531 high bluff drive, suite 200, ca 92130, san diego, United Statesお知らせ • Apr 14Carlsmed, Inc. to Report Q1, 2026 Results on May 05, 2026Carlsmed, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026Recent Insider Transactions Derivative • Mar 03Co-Founder notifies of intention to sell stockMichael Cordonnier intends to sell 198k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$13.29, it would amount to US$2.6m. For the year to December 2024, Michael's total compensation was 70% salary and 30% non-salary. Since June 2025, Michael's direct individual holding has increased from 221.46k shares to 1.24m. Company insiders have collectively bought US$8.1m more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Feb 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$2.13 loss per share. Revenue: US$50.5m (up 86% from FY 2024). Net loss: US$30.2m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Medical Equipment industry in the US.最新情報をもっと見るRecent updatesお知らせ • May 07Carlsmed, Inc. Raises Earnings Guidance for the Full Year 2026Carlsmed, Inc. raised earnings guidance for the full year 2026. For the year, company expected revenue to be in the range of $72 to $77 million, representing growth of 48% at the midpoint of the range over 2025. This compares to prior guidance of $70 to $75 million.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.32 loss per share. Revenue: US$16.1m (up 58% from 1Q 2025). Net loss: US$8.70m (loss widened 38% from 1Q 2025). Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US.お知らせ • Apr 23Carlsmed, Inc., Annual General Meeting, Jun 03, 2026Carlsmed, Inc., Annual General Meeting, Jun 03, 2026. Location: at the offices of morrison & foerster llp, located at 12531 high bluff drive, suite 200, ca 92130, san diego, United Statesお知らせ • Apr 14Carlsmed, Inc. to Report Q1, 2026 Results on May 05, 2026Carlsmed, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026Recent Insider Transactions Derivative • Mar 03Co-Founder notifies of intention to sell stockMichael Cordonnier intends to sell 198k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$13.29, it would amount to US$2.6m. For the year to December 2024, Michael's total compensation was 70% salary and 30% non-salary. Since June 2025, Michael's direct individual holding has increased from 221.46k shares to 1.24m. Company insiders have collectively bought US$8.1m more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Feb 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$2.13 loss per share. Revenue: US$50.5m (up 86% from FY 2024). Net loss: US$30.2m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Medical Equipment industry in the US.お知らせ • Feb 26Carlsmed, Inc. Provides Revenue Guidance for the Year 2026Carlsmed, Inc. provided Revenue guidance for the year 2026. Revenue for 2026 is expected to be in the range of $70 to $75 million, representing growth at the midpoint of the range of 44% over 2025.お知らせ • Feb 19Carlsmed, Inc. Announces First Corra™ Personalized Cervical Plating ProcedureCarlsmed, Inc. announced the first personalized cervical plating procedure using the corra Cervical Plating System, the latest addition to its portfolio of personalized spine surgery solutions. The procedure, which was performed by Dr. Aaron Clark at the University of California San Francisco (UCSF), represents an important milestone as the Company prepares for the planned commercial launch of the corra™? system later this year. The corra™? Cervical Plating System is designed to stabilize the cervical spine during fusion procedures using patient-specific plates tailored to each individual's anatomy and surgical plan. Utilizing Carlsmed's digital surgery ecosystem, key anatomical aspects including screw positioning and plate curvature are tailored pre-operatively to each vertebral level, helping support consistent fixation and precise alignment for Anterior Cervical Discectomy and Fusion (ACDF) procedures. When used in conjunction with the aprevo®? cervical planning and interbody fusion devices, the corra™? Personalized Plating System can provide anatomical fit and fixation for patients. Data from the clinical evaluation will inform continued product refinement as Carlsmed prepares for broader market introduction. The Company expects to conduct additional evaluations in the coming months and anticipates commercial launch later this year.お知らせ • Feb 12Carlsmed, Inc. to Report Q4, 2025 Results on Feb 25, 2026Carlsmed, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026お知らせ • Feb 11Carlsmed, Inc. Announces First Aprevo Bi-Lateral Posterior Lumbar Interbody Fusion ProcedureCarlsmed, Inc. announced the successful completion of the first posterior lumbar spine surgery using the Company's aprevo Lumbar Bi-lateral Posterior System. The procedure was performed by Orthopedic Spine Surgeon CJ Kleck, M.D. at the University of Colorado Hospital in Denver, Colorado. Carlsmed's Bi-lateral Posterior Fusion System integrates seamlessly with the Company's broader aprevo platform technology, which combines proprietary AI-enabled software and clinical intelligence to deliver personalized surgical strategies and preoperative planning across a range of spinal pathologies. The Company expects to commercially launch the system later this year.新しいナラティブ • Feb 08Personalized Spine Surgery Will Reshape A US$13b Market Over The Long TermCatalysts About Carlsmed Carlsmed provides a digital surgery platform and patient specific 3D printed spine implants for lumbar and cervical fusion procedures. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Jan 23AI Spine Surgery And Personalized Implants Will Transform Long-Term Earnings PotentialCatalysts About Carlsmed Carlsmed provides a digital surgery platform and patient specific spine implants designed to improve alignment and reduce revision procedures. What are the underlying business or industry changes driving this perspective?お知らせ • Jan 07Carlsmed Aprevo Lumbar 2-Year Data Published in Global Spine JournalCarlsmed, Inc. announced the publication of a new retrospective cohort study in Global Spine Journal demonstrating that 3D preoperative planning combined with patient-specific, anatomically designed interbody implants significantly reduces mechanical complication-related reoperations in complex adult spinal deformity (ASD) surgery. The study compared 2-year revision rates among ASD patients receiving Carlsmed's aprevo®? personalized interbody implants with revision data from a similar patient cohort receiving conventional stock implants. The comparator cohort was drawn from the multicenter dataset of the International Spine Study Group, which is comprised of senior spine surgeons dedicated to advancing the treatment of adult spinal deformity. Patients treated with aprevo®? experienced significantly fewer revisions due to mechanical complications, showing a revision rate of 4.3% (n=115) compared with 16.6% (n=997) using stock devices (pp).Board Change • Dec 31Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Kevin O’Boyle was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Dec 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.8% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$33m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).Seeking Alpha • Nov 29Carlsmed: Back To Where We StartedSummary Carlsmed offers AI-enabled personalized spine surgery solutions, showing strong revenue growth and expanding its addressable market. Carlsmed´s sales nearly doubled year-over-year, with 2025 revenue guidance raised to $49.5 million, but operating losses have also increased substantially. Despite sequential revenue growth and conservative guidance, Carlsmed´s lack of operating leverage and reliance on a single product remain concerns. I remain cautious and prefer to watch progress from the sidelines, given ongoing operating losses, but curious to update my take. Read the full article on Seeking AlphaReported Earnings • Nov 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.40 loss per share. Net loss: US$8.53m (flat on 3Q 2024). Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Medical Equipment industry in the US.お知らせ • Nov 07Carlsmed, Inc. Raises Earnings Guidance for the Full Year 2025Carlsmed, Inc. raised earnings guidance for the full year 2025. For the year, the company's revenue for the full year 2025 is expected to be in the range of $49.0 million to $50.0 million, representing growth of 80% to 84% over 2024. This compares to prior guidance of $45.5 million to $47.5 million.お知らせ • Oct 24Carlsmed, Inc. to Report Q3, 2025 Results on Nov 06, 2025Carlsmed, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025お知らせ • Sep 30Carlsmed, Inc. Appoints Jennifer Kamocsay as Chief Legal Officer and Secretary, Effective September 29, 2025Carlsmed, Inc. announced the appointment of Jenifer Kamocsay as Chief Legal Officer and Secretary, effective September 29, 2025. Ms. Kamocsay will serve as legal counsel for the Company and oversee compliance and corporate governance. Ms. Kamocsay brings more than two decades of corporate legal experience as in-house counsel across life science and technology sectors at Akoya Biosicences, Rubius Therapeutics, Inc. and Progress Software Corporation. Prior to Akoya, Ms. Kamocsay served as General Counsel and Corporate Secretary of Rubius Therapeutics, Inc., where she was responsible for overseeing and managing all of the company’s legal affairs. Before Rubius, she served as Associate General Counsel and Assistant Secretary at Progress Software Corporation, where she managed the company’s corporate, securities law, and M&A initiatives. Ms. Kamocsay began her career at Skadden, Arps, Slate, Meagher & Flom LLP, where she provided counsel to public and private company clients in the biotechnology and pharmaceutical industries on M&A, securities law, and corporate governance matters. Ms. Kamocsay holds a B.A. in History from the University of California, Los Angeles and a J.D. from Northeastern University School of Law.Reported Earnings • Aug 31Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: US$1.47 loss per share. Net loss: US$6.77m (flat on 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Medical Equipment industry in the US.お知らせ • Aug 29Carlsmed, Inc. Provides Earnings Guidance for the Full Year 2025Carlsmed, Inc. provided earnings guidance for the full year 2025. For the year, the company expects revenue to be in the range of $45.5 million to $47.5 million, representing growth of 67% to 75% over 2024.New Risk • Aug 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 8.1% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$38m net loss in 3 years).お知らせ • Aug 14Carlsmed, Inc. to Report Q2, 2025 Results on Aug 28, 2025Carlsmed, Inc. announced that they will report Q2, 2025 results After-Market on Aug 28, 2025お知らせ • Jul 29Carlsmed's Aprevo Powers First Personalized Cervical Spine SurgeryCarlsmed, Inc. announced the successful completion of the first aprevo cervical procedure on July 14, 2025 by Joseph Osorio, MD, PhD, Chief of Spine Surgery in the Department of Neurological Surgery at UC San Diego (UCSD) Health in San Diego, CA. The aprevo devices are designed to match the unique anatomical and alignment needs of each patient through Carlsmed's proprietary AI-powered surgical planning platform and digital production system.Recent Insider Transactions • Jul 27Independent Director recently bought US$7.0m worth of stockOn the 24th of July, Jonathan Root bought around 467k shares on-market at roughly US$15.00 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$8.1m more in shares than they have sold in the last 12 months.お知らせ • Jul 23Carlsmed, Inc. has completed an IPO in the amount of $100.5 million.Carlsmed, Inc. has completed an IPO in the amount of $100.5 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,700,000 Price\Range: $15 Discount Per Security: $1.05 Transaction Features: Sponsor Backed Offering株主還元CARLUS Medical EquipmentUS 市場7D-12.8%-2.5%2.0%1Yn/a-21.4%23.3%株主還元を見る業界別リターン: CARLがUS Medical Equipment業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: CARL US市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is CARL's price volatile compared to industry and market?CARL volatilityCARL Average Weekly Movement9.5%Medical Equipment Industry Average Movement8.6%Market Average Movement7.2%10% most volatile stocks in US Market16.8%10% least volatile stocks in US Market3.1%安定した株価: CARL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: CARLの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2018127Mike Cordonniercarlsmed.comカールスメッド社は、商業段階の医療技術企業であり、AIを活用した個別化脊椎手術ソリューションの設計、製造、販売を行っている。同社は、脊椎固定術のための包括的な技術プラットフォームであるaprevoを開発している。同社のaprevoプラットフォームには、人工知能によって支援されるアウトカムベースのアルゴリズムを使用した独自の手術計画ソフトウェアと、その結果得られるカスタムビルドの解剖学的に設計された椎体間インプラントが含まれる。同社は2018年に法人化され、カリフォルニア州カールスバッドを拠点としている。もっと見るCarlsmed, Inc. 基礎のまとめCarlsmed の収益と売上を時価総額と比較するとどうか。CARL 基礎統計学時価総額US$287.34m収益（TTM）-US$32.60m売上高(TTM)US$56.44m4.8xP/Sレシオ-8.3xPER（株価収益率CARL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CARL 損益計算書（TTM）収益US$56.44m売上原価US$13.61m売上総利益US$42.83mその他の費用US$75.43m収益-US$32.60m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-1.20グロス・マージン75.89%純利益率-57.76%有利子負債／自己資本比率16.7%CARL の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 07:19終値2026/06/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Carlsmed, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Travis SteedBofA Global ResearchMichael GormanBTIGDavid RomanGoldman Sachs2 その他のアナリストを表示
お知らせ • May 07Carlsmed, Inc. Raises Earnings Guidance for the Full Year 2026Carlsmed, Inc. raised earnings guidance for the full year 2026. For the year, company expected revenue to be in the range of $72 to $77 million, representing growth of 48% at the midpoint of the range over 2025. This compares to prior guidance of $70 to $75 million.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.32 loss per share. Revenue: US$16.1m (up 58% from 1Q 2025). Net loss: US$8.70m (loss widened 38% from 1Q 2025). Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US.
お知らせ • Apr 23Carlsmed, Inc., Annual General Meeting, Jun 03, 2026Carlsmed, Inc., Annual General Meeting, Jun 03, 2026. Location: at the offices of morrison & foerster llp, located at 12531 high bluff drive, suite 200, ca 92130, san diego, United States
お知らせ • Apr 14Carlsmed, Inc. to Report Q1, 2026 Results on May 05, 2026Carlsmed, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026
Recent Insider Transactions Derivative • Mar 03Co-Founder notifies of intention to sell stockMichael Cordonnier intends to sell 198k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$13.29, it would amount to US$2.6m. For the year to December 2024, Michael's total compensation was 70% salary and 30% non-salary. Since June 2025, Michael's direct individual holding has increased from 221.46k shares to 1.24m. Company insiders have collectively bought US$8.1m more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Feb 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$2.13 loss per share. Revenue: US$50.5m (up 86% from FY 2024). Net loss: US$30.2m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Medical Equipment industry in the US.
お知らせ • May 07Carlsmed, Inc. Raises Earnings Guidance for the Full Year 2026Carlsmed, Inc. raised earnings guidance for the full year 2026. For the year, company expected revenue to be in the range of $72 to $77 million, representing growth of 48% at the midpoint of the range over 2025. This compares to prior guidance of $70 to $75 million.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.32 loss per share. Revenue: US$16.1m (up 58% from 1Q 2025). Net loss: US$8.70m (loss widened 38% from 1Q 2025). Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US.
お知らせ • Apr 23Carlsmed, Inc., Annual General Meeting, Jun 03, 2026Carlsmed, Inc., Annual General Meeting, Jun 03, 2026. Location: at the offices of morrison & foerster llp, located at 12531 high bluff drive, suite 200, ca 92130, san diego, United States
お知らせ • Apr 14Carlsmed, Inc. to Report Q1, 2026 Results on May 05, 2026Carlsmed, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026
Recent Insider Transactions Derivative • Mar 03Co-Founder notifies of intention to sell stockMichael Cordonnier intends to sell 198k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$13.29, it would amount to US$2.6m. For the year to December 2024, Michael's total compensation was 70% salary and 30% non-salary. Since June 2025, Michael's direct individual holding has increased from 221.46k shares to 1.24m. Company insiders have collectively bought US$8.1m more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Feb 26Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$2.13 loss per share. Revenue: US$50.5m (up 86% from FY 2024). Net loss: US$30.2m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Medical Equipment industry in the US.
お知らせ • Feb 26Carlsmed, Inc. Provides Revenue Guidance for the Year 2026Carlsmed, Inc. provided Revenue guidance for the year 2026. Revenue for 2026 is expected to be in the range of $70 to $75 million, representing growth at the midpoint of the range of 44% over 2025.
お知らせ • Feb 19Carlsmed, Inc. Announces First Corra™ Personalized Cervical Plating ProcedureCarlsmed, Inc. announced the first personalized cervical plating procedure using the corra Cervical Plating System, the latest addition to its portfolio of personalized spine surgery solutions. The procedure, which was performed by Dr. Aaron Clark at the University of California San Francisco (UCSF), represents an important milestone as the Company prepares for the planned commercial launch of the corra™? system later this year. The corra™? Cervical Plating System is designed to stabilize the cervical spine during fusion procedures using patient-specific plates tailored to each individual's anatomy and surgical plan. Utilizing Carlsmed's digital surgery ecosystem, key anatomical aspects including screw positioning and plate curvature are tailored pre-operatively to each vertebral level, helping support consistent fixation and precise alignment for Anterior Cervical Discectomy and Fusion (ACDF) procedures. When used in conjunction with the aprevo®? cervical planning and interbody fusion devices, the corra™? Personalized Plating System can provide anatomical fit and fixation for patients. Data from the clinical evaluation will inform continued product refinement as Carlsmed prepares for broader market introduction. The Company expects to conduct additional evaluations in the coming months and anticipates commercial launch later this year.
お知らせ • Feb 12Carlsmed, Inc. to Report Q4, 2025 Results on Feb 25, 2026Carlsmed, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
お知らせ • Feb 11Carlsmed, Inc. Announces First Aprevo Bi-Lateral Posterior Lumbar Interbody Fusion ProcedureCarlsmed, Inc. announced the successful completion of the first posterior lumbar spine surgery using the Company's aprevo Lumbar Bi-lateral Posterior System. The procedure was performed by Orthopedic Spine Surgeon CJ Kleck, M.D. at the University of Colorado Hospital in Denver, Colorado. Carlsmed's Bi-lateral Posterior Fusion System integrates seamlessly with the Company's broader aprevo platform technology, which combines proprietary AI-enabled software and clinical intelligence to deliver personalized surgical strategies and preoperative planning across a range of spinal pathologies. The Company expects to commercially launch the system later this year.
新しいナラティブ • Feb 08Personalized Spine Surgery Will Reshape A US$13b Market Over The Long TermCatalysts About Carlsmed Carlsmed provides a digital surgery platform and patient specific 3D printed spine implants for lumbar and cervical fusion procedures. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Jan 23AI Spine Surgery And Personalized Implants Will Transform Long-Term Earnings PotentialCatalysts About Carlsmed Carlsmed provides a digital surgery platform and patient specific spine implants designed to improve alignment and reduce revision procedures. What are the underlying business or industry changes driving this perspective?
お知らせ • Jan 07Carlsmed Aprevo Lumbar 2-Year Data Published in Global Spine JournalCarlsmed, Inc. announced the publication of a new retrospective cohort study in Global Spine Journal demonstrating that 3D preoperative planning combined with patient-specific, anatomically designed interbody implants significantly reduces mechanical complication-related reoperations in complex adult spinal deformity (ASD) surgery. The study compared 2-year revision rates among ASD patients receiving Carlsmed's aprevo®? personalized interbody implants with revision data from a similar patient cohort receiving conventional stock implants. The comparator cohort was drawn from the multicenter dataset of the International Spine Study Group, which is comprised of senior spine surgeons dedicated to advancing the treatment of adult spinal deformity. Patients treated with aprevo®? experienced significantly fewer revisions due to mechanical complications, showing a revision rate of 4.3% (n=115) compared with 16.6% (n=997) using stock devices (pp).
Board Change • Dec 31Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Kevin O’Boyle was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Dec 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.8% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$33m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).
Seeking Alpha • Nov 29Carlsmed: Back To Where We StartedSummary Carlsmed offers AI-enabled personalized spine surgery solutions, showing strong revenue growth and expanding its addressable market. Carlsmed´s sales nearly doubled year-over-year, with 2025 revenue guidance raised to $49.5 million, but operating losses have also increased substantially. Despite sequential revenue growth and conservative guidance, Carlsmed´s lack of operating leverage and reliance on a single product remain concerns. I remain cautious and prefer to watch progress from the sidelines, given ongoing operating losses, but curious to update my take. Read the full article on Seeking Alpha
Reported Earnings • Nov 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.40 loss per share. Net loss: US$8.53m (flat on 3Q 2024). Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Medical Equipment industry in the US.
お知らせ • Nov 07Carlsmed, Inc. Raises Earnings Guidance for the Full Year 2025Carlsmed, Inc. raised earnings guidance for the full year 2025. For the year, the company's revenue for the full year 2025 is expected to be in the range of $49.0 million to $50.0 million, representing growth of 80% to 84% over 2024. This compares to prior guidance of $45.5 million to $47.5 million.
お知らせ • Oct 24Carlsmed, Inc. to Report Q3, 2025 Results on Nov 06, 2025Carlsmed, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
お知らせ • Sep 30Carlsmed, Inc. Appoints Jennifer Kamocsay as Chief Legal Officer and Secretary, Effective September 29, 2025Carlsmed, Inc. announced the appointment of Jenifer Kamocsay as Chief Legal Officer and Secretary, effective September 29, 2025. Ms. Kamocsay will serve as legal counsel for the Company and oversee compliance and corporate governance. Ms. Kamocsay brings more than two decades of corporate legal experience as in-house counsel across life science and technology sectors at Akoya Biosicences, Rubius Therapeutics, Inc. and Progress Software Corporation. Prior to Akoya, Ms. Kamocsay served as General Counsel and Corporate Secretary of Rubius Therapeutics, Inc., where she was responsible for overseeing and managing all of the company’s legal affairs. Before Rubius, she served as Associate General Counsel and Assistant Secretary at Progress Software Corporation, where she managed the company’s corporate, securities law, and M&A initiatives. Ms. Kamocsay began her career at Skadden, Arps, Slate, Meagher & Flom LLP, where she provided counsel to public and private company clients in the biotechnology and pharmaceutical industries on M&A, securities law, and corporate governance matters. Ms. Kamocsay holds a B.A. in History from the University of California, Los Angeles and a J.D. from Northeastern University School of Law.
Reported Earnings • Aug 31Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: US$1.47 loss per share. Net loss: US$6.77m (flat on 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Medical Equipment industry in the US.
お知らせ • Aug 29Carlsmed, Inc. Provides Earnings Guidance for the Full Year 2025Carlsmed, Inc. provided earnings guidance for the full year 2025. For the year, the company expects revenue to be in the range of $45.5 million to $47.5 million, representing growth of 67% to 75% over 2024.
New Risk • Aug 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 8.1% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$38m net loss in 3 years).
お知らせ • Aug 14Carlsmed, Inc. to Report Q2, 2025 Results on Aug 28, 2025Carlsmed, Inc. announced that they will report Q2, 2025 results After-Market on Aug 28, 2025
お知らせ • Jul 29Carlsmed's Aprevo Powers First Personalized Cervical Spine SurgeryCarlsmed, Inc. announced the successful completion of the first aprevo cervical procedure on July 14, 2025 by Joseph Osorio, MD, PhD, Chief of Spine Surgery in the Department of Neurological Surgery at UC San Diego (UCSD) Health in San Diego, CA. The aprevo devices are designed to match the unique anatomical and alignment needs of each patient through Carlsmed's proprietary AI-powered surgical planning platform and digital production system.
Recent Insider Transactions • Jul 27Independent Director recently bought US$7.0m worth of stockOn the 24th of July, Jonathan Root bought around 467k shares on-market at roughly US$15.00 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$8.1m more in shares than they have sold in the last 12 months.
お知らせ • Jul 23Carlsmed, Inc. has completed an IPO in the amount of $100.5 million.Carlsmed, Inc. has completed an IPO in the amount of $100.5 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,700,000 Price\Range: $15 Discount Per Security: $1.05 Transaction Features: Sponsor Backed Offering
