Stereotaxis, Inc. (STXS)
AMEXHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
$1.390.00%
Close 2026-09-04 · 1-day change
AMEXHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
Broken: Primary pillar broken — Achieve double-digit revenue growth in 2026: Q2 FY26 rev -13.0% vs 10% target.
Stereotaxis aims for double-digit revenue growth in 2026. Revenue should pass $40 million this year. They expect over $10 million revenue in Q3 and Q4. The company recently bought Robocath, which may help growth.
The company lost money last year and still expects losses. Revenue fell in Q1 2026. Analysts expect losses to continue through 2027. The company faces risks from weak cash flow and debt.
The price is about 33% below our fair value near $2.81. Analysts expect 43% revenue growth, but losses continue. Our view is cautious on execution and growth.
Breaks if: EPS loss worsens or stays below -$0.19 in FY26
Breaks if: Revenue falls below $10 million in either Q3 or Q4 2026
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a speculative growth opportunity. The company is currently loss-making but is focused on achieving double-digit revenue growth and integrating a recent acquisition.
The market appears to have priced in a low expectations gap, suggesting that investors are not overly optimistic about STXS's near-term performance. The valuation indicates a durable premium compared to peers, reflecting some confidence in its long-term potential despite current losses.
Management is on track with its goal of revenue growth, but the integration of the Robocath acquisition is mixed, indicating some uncertainty. Near-term risks remain high, particularly given the company's history of earnings misses and the potential for further negative guidance.
The thesis hinges on the company's ability to maintain revenue growth and successfully integrate new products while navigating external economic pressures. Key factors include the performance of sector leaders and broader economic indicators like employment reports.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. The latest earnings miss has raised concerns about growth. Management's expectation for revenue to exceed $10 million in Q3 and Q4 2026 now seems challenging.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stereotaxis expects revenue in both the third and fourth quarters of 2026 to exceed $10 million.
Breaks if: YoY revenue growth falls below 8% in FY26
In the next 1 to 3 years, STXS's performance will depend on its execution against management's priorities and the overall health of the healthcare sector. Not investment advice.