Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
iRadimed Corp. (IRMD)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
$85.54-3.43%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
2.45 → 2.44 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for IRMD yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve EPS guidance range $1.90 to $2.05 | EPS guidance is $1.98 per share, showing steady profit. | Intact | EPS falls below $1.90 in FY26 | Diluted EPS: $0.51 per share FY2026-Q3; GAAP. Published target: EPS between $1.90 and $2.05 in FY26. Annual target cannot be compared with a quarterly or TTM observation. Oct 30, 20260.51 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
IRMD is a growth-oriented medical device business, with the current thesis tied to launching and ramping its next-generation MRI IV pump. The 1-to-3-year thesis is intact, but execution quality is not fully proven and the evidence snapshot carries medium confidence.
IRMD is valued at a premium to peers, with the valuation model showing a 32% premium and a durable premium as the main driver. Expectations appear close to the current setup, with a modest positive gap, so the premium rests on continued execution rather than a large expectations cushion.
Near term, recent results are strong: third-quarter revenue rose year over year, bookings were a record, and gross margin improved as production ramped. The 3870 launch and revenue growth priorities are on track, though full-year revenue guidance narrowed and guidance credibility weakened; recent earnings misses also leave some near-term risk despite the latest reported beat.
Over the next few quarters, the thesis depends on continued 3870 shipment growth, sustained revenue gains, and further manufacturing improvement. Guidance cuts or weaker jobs data could challenge the setup, while continued strength from healthcare peers would support the sector backdrop.
The 1-to-3-year read remains intact, supported by recent operating strength and progress on the pump ramp, but the peer premium makes reliable execution important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in iRadimed Corp.'s published investment case. The stated target is No significant insider selling over next 6 months. |
| Under Pressure |
| Material insider selling continues or increases |
CEO sold $657.3k (May 2026); 2 consecutive earnings misses (Jul, Oct 2026) CEO sold $657k stock; Q2 and Q3 2026 earnings missed expectations. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain revenue growth trajectory near guidance | A primary condition in iRadimed Corp.'s published investment case. The stated target is ~$93.5M total revenue in FY26. | Under Pressure | Annual revenue falls below $91M in FY26 | Revenue: $24.203M FY2026-Q3; GAAP. Published target: ~$93.5M total revenue in FY26. Annual target cannot be compared with a quarterly or TTM observation. Oct 30, 202624,203,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Valuation remains justified | A supporting condition in iRadimed Corp.'s published investment case. The stated target is PE below 50 times trailing earnings. | Intact | PE expands above 55 without earnings growth | P/E (TTM): 45.43x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202645.4256 ratio · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.35 → $2.44 · observed estimates
$0.10B → $0.10B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.35 | $100,900,000 | 1 / 1 |
| 2026-07-25 | $2.35 | $100,900,000 | 2 / 2 |
| 2026-07-26 | $2.35 | $100,900,000 | 2 / 2 |
| 2026-07-27 | $2.35 | $100,900,000 | 1 / 1 |
| 2026-07-28 | $2.35 | $100,900,000 | 2 / 2 |
| 2026-07-29 | $2.35 | $100,900,000 | 1 / 1 |
| 2026-07-30 | $2.35 | $100,900,000 | 2 / 2 |
| 2026-07-31 | $2.35 | $100,900,000 | 2 / 2 |
| 2026-08-01 | $2.35 | $100,900,000 | 1 / 1 |
| 2026-08-02 | $2.40 | $100,900,000 | 2 / 2 |
| 2026-08-03 | $2.40 | $100,900,000 | 2 / 2 |
| 2026-08-04 | $2.40 | $100,900,000 | 2 / 2 |
| 2026-08-05 | $2.41 | $101,000,000 | 2 / 2 |
| 2026-08-06 | $2.41 | $101,000,000 | 2 / 2 |
| 2026-08-07 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-08 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-09 | $2.41 | $101,000,000 | 2 / 2 |
| 2026-08-10 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-12 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-13 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-14 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-15 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-16 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-17 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-18 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-19 | $2.40 | $100,900,000 | 1 / 1 |
| 2026-08-20 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-21 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-22 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-23 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-24 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-25 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-26 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-27 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-28 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-29 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-30 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-08-31 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-01 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-02 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-03 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-04 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-05 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-06 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-07 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-08 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-09 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-10 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-11 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-12 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-13 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-14 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-15 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-16 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-17 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-18 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-19 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-20 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-21 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-22 | $2.41 | $101,000,000 | 1 / 1 |
| 2026-09-23 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-09-24 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-09-25 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-09-26 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-09-27 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-09-28 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-09-29 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-09-30 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-10-01 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-10-02 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-10-03 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-10-04 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-10-05 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-10-06 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-10-07 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-10-08 | $2.45 | $104,100,000 | 2 / 2 |
| 2026-10-09 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-10 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-11 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-12 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-13 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-14 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-15 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-16 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-17 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-18 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-19 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-20 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-21 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-22 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-23 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-24 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-25 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-26 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-27 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-28 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-29 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-30 | $2.45 | $104,000,000 | 2 / 2 |
| 2026-10-31 | $2.42 | $101,600,000 | 2 / 2 |
| 2026-11-01 | $2.42 | $101,600,000 | 2 / 2 |
| 2026-11-02 | $2.42 | $101,600,000 | 2 / 2 |
| 2026-11-03 | $2.42 | $101,600,000 | 2 / 2 |
| 2026-11-04 | $2.44 | $102,333,333 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.