CARL
Carlsmed, Inc. NASDAQ Listed Apr 5, 2018$15.10
+1.89%
vs $14.82
Mkt Cap $410.5M
52w Low $8.50
75.6% of range
52w High $17.23
50d MA $14.27
200d MA $12.20
P/E (TTM)
—
EV/EBITDA
—
P/B
2.2x
Debt/Equity
0.2x
ROE
-30.0%
P/FCF
-7.3x
RSI (14)
42.00
ATR (14)
$0.66
Beta
3.66
50d MA
$14.27
200d MA
$12.20
Avg Volume
121.8K
Carlsmed, Inc. develops and operates a surgical platform for the treatment of complex adult spinal deformities that enables surgeons to harness clinical intelligence, advanced image recognition, and 3D printing technologies. Its product includes aprevo, a medical platform that makes surgical plans and devices tailored to the precise medical situation of every individual patient. It provides New Technology Add-On Payment (NTAP) reimbursement. The company was incorporated in 2018 and is based in Carlsbad, California.
CIK (SEC)
Phone
(760) 766-1923
1800 Aston Avenue · Carlsbad, CA 92008 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | AMC | -0.40 | -0.39 | +1.5% | 13.56 | +2.5% | +1.0% | +0.9% | -0.7% | +0.0% | -0.1% | — |
| May 5, 2026 | AMC | -0.43 | -0.32 | +25.6% | 8.92 | +6.5% | +10.3% | -0.9% | +0.5% | -1.4% | +1.8% | — |
| Feb 25, 2026 | AMC | -0.43 | -0.32 | +25.6% | 12.56 | +0.0% | +15.9% | +0.1% | -8.2% | -1.2% | -1.7% | — |
| Nov 6, 2025 | AMC | -0.45 | -0.40 | +11.1% | 11.89 | +7.2% | +14.9% | -7.7% | -3.4% | +1.3% | +3.1% | — |
| Aug 28, 2025 | AMC | -1.52 | -1.47 | +3.3% | 13.69 | -2.6% | -2.8% | +1.7% | -4.2% | -0.4% | -1.3% | — |
| Jun 26, 2025 | AMC | -0.91 | -1.39 | -52.0% | — | — | — | — | — | — | — | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 1 | Needham | Initiates | Buy | $17 | $10.38 | $10.83 | +4.3% | +12.8% | -3.2% | +8.4% | +2.3% | -3.7% |
| Apr 15 | Truist | Maintains | Buy → Buy | — | $10.44 | $10.58 | +1.3% | +4.9% | -2.5% | +2.8% | -0.4% | -1.7% |
| Apr 9 | Goldman Sachs | Maintains | Buy → Buy | — | $9.99 | $9.81 | -1.8% | -2.7% | -8.0% | +8.5% | +7.6% | +4.9% |
| Dec 15 | BTIG | Maintains | Buy → Buy | — | $12.95 | $13.15 | +1.5% | -0.3% | -2.4% | +0.0% | -0.3% | +2.3% |
| Nov 7 | BTIG | Maintains | Buy → Buy | — | $11.89 | $12.75 | +7.2% | +14.9% | -7.7% | -3.4% | +1.3% | +3.1% |
| Nov 7 | Truist | Maintains | Buy → Buy | — | $11.89 | $12.75 | +7.2% | +14.9% | -7.7% | -3.4% | +1.3% | +3.1% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jul 24, 2025 | Presidio Management Group XII, L.L.C. | — | Buy | 200,000 | $15.00 | $3.0M | 200,000 | +0.53% | -1.15% |
8-K · 5.02
!!! Very High
Carlsmed, Inc. -- 8-K 5.02: Executive Change
Sep 8
8-K · 2.02
!! High
Carlsmed, Inc. -- 8-K 2.02: Earnings Results
Aug 5
8-K
Carlsmed, Inc. -- 8-K Filing
Carlsmed achieved strong 2025 results with full-year revenue of $50.5 million, representing 86% year-over-year growth, demonstrating robust market traction for its AI-enabled spine surgery platform.
Feb 25
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | 1,227,452 | $11M | New | Mar 2026 |
| 2 | Blackrock, Inc. | 532,593 | $6M | New | Jun 2026 |
| 3 | Kcm Capital Inc | 440,000 | $5M | New | Jun 2026 |
| 4 | Pier Capital, Llc | 373,677 | $4M | New | Jun 2026 |
| 5 | Millennium Management Llc | 295,907 | $3M | New | Jun 2026 |
| 6 | Palumbo Wealth Management Llc | 267,298 | $3M | New | Jun 2026 |
| 7 | Vanguard Capital Management Llc | 238,727 | $2M | Reduced | Jun 2026 |
| 8 | Citadel Advisors Llc | 203,452 | $2M | Added | Jun 2026 |
| 9 | Russell Investments Group, Ltd. | 159,291 | $1M | Reduced | Mar 2026 |
| 10 | Aqr Capital Management Llc | 92,159 | $957K | New | Jun 2026 |
| 11 | Kornitzer Capital Management Inc /ks | 55,235 | $682K | — | Dec 2025 |
| 12 | D. E. Shaw & Co., Inc. | 60,439 | $627K | New | Jun 2026 |
| 13 | Vanguard Portfolio Management Llc | 56,948 | $591K | Added | Jun 2026 |
| 14 | Northern Trust Corp | 54,476 | $493K | Added | Mar 2026 |
| 15 | Wesbanco Bank Inc | 37,000 | $335K | — | Mar 2026 |
| 16 | Morgan Stanley | 26,658 | $329K | Added | Dec 2025 |
| 17 | Cohen & Steers, Inc. | 20,000 | $247K | Reduced | Dec 2025 |
| 18 | Boston Partners | 22,375 | $232K | Reduced | Jun 2026 |
| 19 | Two Sigma Investments, Lp | 18,008 | $187K | New | Jun 2026 |
| 20 | Bank Of America Corp /de/ | 15,583 | $141K | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$410.5M
Enterprise Value
$121.6M
P/E (TTM)
—
Forward P/E
—
PEG Ratio
-0.14x
P/B
2.17x
P/S
6.49x
P/FCF
-7.25x
EV/EBITDA
—
Shares Out
14.2M
Financials (TTM)
Revenue
$63.3M
Net Income
-$36.3M
EBITDA
-$24.2M
Free Cash Flow
-$29.6M
Op Cash Flow
-$29.0M
EPS Basic
$-2.12
EPS Diluted
$-1.36
EPS Forward
$-1.53
Gross Margin
76.6%
Op Margin
-61.1%
Net Margin
-57.4%
Balance Sheet
Total Assets
$130.1M
Total Liab.
$31.3M
Total Equity
$98.9M
Cash
$109.8M
LT Debt
$16.7M
Book Value/Sh
$6.95
Debt/Equity
0.18x
Current Ratio
8.87
Quick Ratio
8.74
Returns & Growth
ROE
-30.0%
ROA
-22.8%
ROIC
-26.2%
Rev Growth YoY
+85.9%
EPS Growth YoY
-41.3%
Price Returns
2W
+2.5%
1M
-6.7%
3M
+28.4%
6M
+53.1%
12M
+10.5%
Technicals
52W High
$17.23
52W Low
$8.50
50d MA
$14.27
200d MA
$12.20
RSI (14)
42.00
ATR (14)
$0.66
Beta
3.66
Avg Volume
122K
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$20.67
High
$24.00
Low
$18.00
Median
$20.00
Data updated apr 24, 2026 11:52pm
· Source: financialmodelingprep.com