AtriCure (ATRC) Is Down 5.8% After Raising Revenue Guidance and Narrowing Net Loss – Has The Bull Case Changed?

• AtriCure, Inc. recently reported third quarter 2025 results with sales rising to US$134.27 million and a significant reduction in net loss compared to the same period last year, alongside an increase in full-year revenue guidance to approximately US$532 million to US$534 million.
• The launch of the BoxX-NoAF clinical trial adds another avenue for clinical evidence generation, with the potential to expand use of AtriCure's EnCompass clamp and AtriClip systems.
• We'll examine how the stronger revenue outlook and smaller net loss may reshape AtriCure's investment narrative and growth assumptions.

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AtriCure Investment Narrative Recap

To own AtriCure, investors need to believe in the long-term shift toward advanced surgical devices for cardiac care, supported by steady adoption and expanding clinical evidence. The recent earnings report, showing higher sales and a sharply smaller net loss, alongside the raised revenue outlook, may further support confidence in the company’s immediate growth narrative but does not materially change underlying risks from intensifying PFA catheter competition in the US market.

Of the recent announcements, the BoxX-NoAF clinical trial launch stands out given its potential future impact on clinical guidelines and device adoption. However, while trial success could expand indications for AtriCure’s systems, this news event does not directly mitigate the short-term risk of growing competition from minimally invasive catheter technologies, which remains a major concern for sustaining US revenue and margins.

In contrast, investors should be aware of the ongoing threat from alternative ablation technologies that could challenge AtriCure’s core franchise if...

Read the full narrative on AtriCure (it's free!)

AtriCure's outlook anticipates $717.8 million in revenue and $13.2 million in earnings by 2028. This scenario assumes 12.8% annual revenue growth and a $49.6 million earnings increase from the current earnings of -$36.4 million.

Uncover how AtriCure's forecasts yield a $50.00 fair value, a 56% upside to its current price.

Exploring Other Perspectives

With two Simply Wall St Community estimates ranging from US$0.78 to US$50 per share, opinions on AtriCure’s value are strikingly wide. Some readers point to rising R&D costs as the pivotal concern for future earnings, highlighting the importance of understanding multiple views before forming your own.

Explore 2 other fair value estimates on AtriCure - why the stock might be worth as much as 56% more than the current price!

Build Your Own AtriCure Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your AtriCure research is our analysis highlighting 1 key reward that could impact your investment decision.
• Our free AtriCure research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AtriCure's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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