Tactile Systems Technology, Inc. (TCMD)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
$27.18+9.69%
Close 2026-11-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
QuarterlyIQ Insights · TCMD
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 | -5.8% |
| Our one-year growth estimate | diamond | 9.6% |
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.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
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 15.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 28 industry peers · Company calendar date is not available
TCMD — officer change
Dated 2026-03-09
Director — Andrea A. Pearson: Andrea A. Pearson was elected to the board of directors and appointed to serve on two committees.
Why it matters: The exclusive deal adds a wearable option for patients with earlier-stage swelling. Sales and purchase orders will show whether the new channel gains traction.
Supportive ifThe company reports MyoSleeve sales or VA and DoD orders, with no change to its exclusive U.S. distribution rights.
Worry ifThe company reports no MyoSleeve sales or orders, or says it cannot meet the deal's minimum purchase terms.
Why it matters: Management says LymphaTech adds diagnosis across the lymphedema care path. Clear progress would show the deal is widening the company’s reach.
Supportive ifThe company reports progress in joining LymphaTech with its business. Or it launches a diagnostic option for lymphedema care.
Worry ifThe company reports delays in joining LymphaTech with its business. Or it makes no progress on diagnostic options.
Why it matters: Q2 adjusted EBITDA rose to $11.4M from $7.7M a year ago. Full-year results will show whether that gain supports the stated goal.
Supportive ifThe company reports 2026 adjusted EBITDA of at least $49M.
Worry ifThe company cuts its $49M–$51M adjusted EBITDA outlook or reports less than $49M for 2026.
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 | ±$138 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $351 loss on $10,000 · 3.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,431 loss on $10,000 · 34.3% | 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.