AtriCure, Inc. (ATRC)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
$51.52-1.79%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
QuarterlyIQ Insights · ATRC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 62.0% |
| Our one-year growth estimate | diamond | 14.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 47.7 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 26 industry peers
ATRC — officer change
Dated 2026-05-19
The filing details an amendment to the stock incentive plan, increasing the number of shares available.
Why it matters: A drop below median growth could signal a slowdown in the health care sector affecting AtriCure.
Worry ifSector revenue growth reported below its median.
Less concerning ifSector revenue growth remains above its median.
Why it matters: A return to faster revenue growth in the healthcare sector could benefit AtriCure. It may signal improving market conditions.
Supportive ifHealthcare sector revenue growth is speeding up again. It is close to 10% year over year.
Worry ifHealthcare sector revenue growth is slowing down. It is now below 5% year over year.
Why it matters: Earnings results will show important details about revenue and profit trends.
Watch forEarnings report shows strong revenue and profit metrics.
Also watch forEarnings report shows weak revenue and profit metrics.
Why it matters: Hitting this growth target would show AtriCure can keep its revenue goals for 2026.
Supportive ifQ3 revenue growth of 12.5% or more compared to Q3 2025.
Worry ifQ3 revenue growth falls below 10% year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$156 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $413 loss on $10,000 · 4.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,902 loss on $10,000 · 39.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Reaching this target would show strong performance and back the full-year EBITDA goals.
Supportive ifAdjusted EBITDA of $28 million or more for Q3 2026.
Worry ifAdjusted EBITDA falls below $24 million for Q3 2026.
Why it matters: Keeping this level would show AtriCure is moving towards making more money and help investors feel good.
Supportive ifNet income per share of $0.10 or higher for Q3 2026.
Worry ifNet income per share drops below $0.05 for Q3 2026.
Why it matters: News about these trials may change AtriCure's growth plans. It could also impact their place in heart surgery.
Watch forGood data or milestones for BoxX-NoAF and LeAAPS trials were announced.
Also watch forNegative data or delays in the clinical trials for BoxX-NoAF and LeAAPS.