ClearPoint Neuro, Inc. (CLPT)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
$10.16+4.63%
Close 2026-11-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
QuarterlyIQ Insights · CLPT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Throughout 2026 we have continued to make substantial strategic progress in building our comprehensive drug delivery ecosystem, adding new biopharma partners, and assisting existing partners progres…
Stated in 3 of 3 supplied quarters. Management reported: “Biologics and drug delivery revenue, which includes sales of disposable products and services related to customer-sponsored preclinical and clinical trials utilizing our products, increased 11% to $4.9 million for the three months ended September 30, 2026 from $4.4 million for the three months ended September 30, 2025.” “We expect our operational cash burn to decrease in the second half of the year.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Throughout 2026 we have continued to make substantial strategic progress in building our comprehensive drug delivery ecosystem, adding new biopharma partners, and assisting existing partners progres…”
““Establishing ClearPoint Neuro as the leading neuro cell and gene therapy delivery company has been our number one priority for the last 10 years.”
“Individual drug development programs of course come with inherent risk, however if you look across our entire portfolio of more than 60 partners and programs, every quarter we see partners getting fu…”
Neurosurgery navigation and therapy revenue, which primarily consists of disposable product commercial sales related to cases utilizing the ClearPoint and IRRA flow systems, increased 59% to $5.4 mil…
Stated in 3 of 3 supplied quarters. Management reported: “Neurosurgery navigation and therapy revenue, which primarily consists of disposable product commercial sales related to cases utilizing the ClearPoint and IRRA flow systems, increased 59% to $5.4 million for the three months ended September 30, 2026, from $3.4 million for the same period in 2025.” “Neurosurgery navigation and therapy revenue, which primarily consists of disposable product commercial sales related to cases utilizing the ClearPoint and IRRA flow systems, increased 62% to $5.6 million for the three months ended June 30, 2026, from $3.4 million for the same period in 2025.”
“Neurosurgery navigation and therapy revenue, which primarily consists of disposable product commercial sales related to cases utilizing the ClearPoint and IRRA flow systems, increased 59% to $5.4 mil…”
“Neurosurgery navigation and therapy revenue, which primarily consists of disposable product commercial sales related to cases utilizing the ClearPoint and IRRA flow systems, increased 62% to $5.6 mil…”
“Neurosurgery navigation, therapy and access revenue, which primarily consists of disposable product commercial sales related to cases utilizing the ClearPoint and IRRA flow systems, increased 80% to…”
The 36% revenue growth outpaced operating expense growth of 23% in the third quarter, as the completion of the IRRA flow product integration has enabled improved operating leverage.
Stated in 3 of 3 supplied quarters. Management reported: “Operating expenses were $13.4 million for the three months ended September 30, 2026, compared with $10.9 million for the same period in 2025, an increase of 23%.” “Operating expenses were $17.0 million for the three months ended June 30, 2026, compared with $11.2 million for the same period in 2025, an increase of 51%.”
“The 36% revenue growth outpaced operating expense growth of 23% in the third quarter, as the completion of the IRRA flow product integration has enabled improved operating leverage.”
““As a result of these new priorities and investments, we are adjusting our 2026 revenue guidance to between $48.0 - $52.0 million as our investment will be less focused on traditional sales expansion…”
“The Company expects cost synergies resulting from the acquisition of IRRAS to contribute to a reduction in cash burn in the second half of 2026 and believes that the asset integration could potential…”
Our current cash balance of $46.2 million provides us with additional confidence to fund our product pipeline which now includes AI Derived Planning and Simulation, Neuro Navigation in the MRI and Op…
Stated in 3 of 3 supplied quarters. Management reported: “The Company achieved a gross margin of 58% on its sales for the three months ended September 30, 2026, and a gross margin of 63% in the same period in 2025.” “The Company achieved a gross margin of 62% on its sales for the three months ended June 30, 2026, and a gross margin of 60% in the same period in 2025.”
“Our current cash balance of $46.2 million provides us with additional confidence to fund our product pipeline which now includes AI Derived Planning and Simulation, Neuro Navigation in the MRI and Op…”
“This regulatory news, combined with the planned initiation of larger phase III trials, has elevated the priority to invest in building our clinical capacity so that the ClearPoint installed base and…”
“Of note the construction of the new CAL facility (ClearPoint Advanced Laboratories) is continuing, which is designed to the bring the CAL's capacity to the level expected in the years ahead.”
Advance the focused ultrasound partnership and in-development robotic platform and Harmony 1.0 software.
Over the trailing year it converted 1.40x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated stable grew net income 43% of the time over the next year (vs 45% for the rest of the cohort, n=9530).
Not investment advice. As of 2026-11-04.