CARL
CARLSMED, INC.
$11.29
+2.17%
$300.4M
No data for this timeframe.
Vol
Market Cap$300.4M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (91%)
Inst. Holders8 funds
Inst. Value$6.3M
Inst. Activity7 buys / 0 sells
Exchange Nasdaq·Sector Surgical & Medical Instruments & Apparatus·Inc. DE·CIK 0001794546·Prev Close $11.05
Recent Activity
May 5, 2026
earnings
Carlsmed® Reports First Quarter 2026 Financial Results
<p align="center"><em>First quarter 2026 revenue of $16.1 million, representing 58% growth year-over
Mar 3, 2026
Insider
Cordonnier Michael sold 160,567 shares
CEO, President @ $0.3350 ($53.8K)
Mar 3, 2026
Insider
Cordonnier Michael sold 160,567 shares
CEO, President @ $0.00 ($0.00)
Mar 2, 2026
Insider
Cordonnier Michael sold 197,855 shares
CEO, President @ $0.3350 ($66.3K)
Inst.
VANGUARD GROUP INC — ADD
360,082 shares ($4.4M)
Inst.
NORGES BANK — NEW
65,000 shares ($802.8K)
Price Targets
$18.40
+63.0% upside
Strong Buy
Current $11.29
Low $16.00
Median $18.00
High $23.00
5 analysts
$16.00
$23.00
Analyst Ratings
4Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | BTIG | REITERATE | Buy → Buy |
| Apr 15, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Apr 9, 2026 | Goldman Sachs | MAINTAIN | Buy → Buy |
| Dec 15, 2025 | BTIG | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.40 ▲ +2.5% | $-0.47 — $-0.32 | 71% YoY | 2 |
| Next Q | $-0.40 ▼ -2.6% | $-0.43 — $-0.36 | -7% YoY | 2 |
| Current FY | $-1.47 ▲ +4.6% | $-1.58 — $-1.35 | 25% YoY | 2 |
| Next FY | $-1.44 ▲ +3.4% | $-1.63 — $-1.24 | 2% YoY | 2 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $4.4M | ADD |
| NORGES BANK | $802.8K | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $300.1K | NEW |
| BANK OF AMERICA CORP | $261.0K | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $207.2K | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 3, 2026 | Cordonnier Michael | M | $53.8K |
| Mar 3, 2026 | Cordonnier Michael | M | $0.00 |
| Mar 2, 2026 | Cordonnier Michael | M | $66.3K |
| Mar 2, 2026 | Cordonnier Michael | M | $0.00 |
| Jan 28, 2026 | Durall William | A | $0.00 |
8 institutional holders with $6.3M total value (508,763 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, RENAISSANCE. Net buying activity: 7 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 360,082 | $4.4M | 70.8% | ADD +58.5% |
| 2 | NORGES BANK | 65,000 | $802.8K | 12.8% | NEW |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 24,300 | $300.1K | 4.8% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 21,136 | $261.0K | 4.2% | ADD +40.3% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16,775 | $207.2K | 3.3% | NEW |
| 6 | MORGAN STANLEY | 13,329 | $164.6K | 2.6% | ADD +39.9% |
| 7 | WELLS FARGO & COMPANY/MN | 7,834 | $96.8K | 1.5% | ADD +61.7% |
| 8 | FMR LLC | 307 | $3.8K | 0.1% | DOUBLED +7575.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | ADD | 227,195 | 360,082 | +58.5% | $4.4M | 2025-Q4 |
| NORGES BANK | NEW | — | 65,000 | — | $802.8K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 24,300 | — | $300.1K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 15,069 | 21,136 | +40.3% | $261.0K | 2025-Q4 |
| MORGAN STANLEY | ADD | 9,525 | 13,329 | +39.9% | $164.6K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 4,845 | 7,834 | +61.7% | $96.8K | 2025-Q4 |
| FMR LLC | DOUBLED | 4 | 307 | +7575.0% | $3.8K | 2025-Q4 |
| VANGUARD GROUP INC | NEW | — | 227,195 | — | $3.0M | 2025-Q3 |
| UBS Group AG | NEW | — | 24,203 | — | $324.1K | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 16,775 | — | $224.6K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEW | — | 15,069 | — | $201.8K | 2025-Q3 |
| MORGAN STANLEY | NEW | — | 9,525 | — | $127.5K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | NEW | — | 4,845 | — | $64.9K | 2025-Q3 |
4 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 3, 2026 | Cordonnier Michael | CEO, President | M | 160,567 | $0.3350 | $53.8K |
| Mar 3, 2026 | Cordonnier Michael | CEO, President | M | 160,567 | $0.00 | $0.00 |
| Mar 2, 2026 | Cordonnier Michael | CEO, President | M | 197,855 | $0.3350 | $66.3K |
| Mar 2, 2026 | Cordonnier Michael | CEO, President | M | 197,855 | $0.00 | $0.00 |
| Jan 28, 2026 | Durall William Scott | Chief Commercial Officer | A | 44,977 | $0.00 | $0.00 |
| Jan 28, 2026 | Casey Niall | Chief IP Officer | A | 44,977 | $0.00 | $0.00 |
| Jan 28, 2026 | Cordonnier Michael | CEO, President | A | 117,316 | $0.00 | $0.00 |
| Jan 28, 2026 | Greenstein Leonard M. | CFO, Treasurer | A | 44,977 | $0.00 | $0.00 |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (91% buy). Based on 11 analysts: 4 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$18.40 mean target
+63.0% upside
Strong Buy (1.20)
$16.00 Low
$23.00 High
| Metric | Value |
|---|---|
| Current Price | $11.29 |
| Target Low | $16.00 |
| Target Mean | $18.40 |
| Target Median | $18.00 |
| Target High | $23.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (1.20) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.40 | $-0.47 | $-0.32 | 71.1% | +2.5% | 1↑ 1↓ | $0.0B | 48.9% | 2 |
| Next Q 2026-09-30 |
$-0.40 | $-0.43 | $-0.36 | -7.3% | -2.6% | 0↑ 2↓ | $0.0B | 44.9% | 2 |
| Current FY 2026-12-31 |
$-1.47 | $-1.58 | $-1.35 | 25.5% | +4.6% | 2↑ 0↓ | $0.1B | 48.7% | 2 |
| Next FY 2027-12-31 |
$-1.44 | $-1.63 | $-1.24 | 2.0% | +3.4% | 2↑ 0↓ | $0.1B | 40.5% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.395 | |
| 7d ago | $-0.395 | |
| 30d ago | $-0.405 | +0.010 |
| 60d ago | $-0.405 | +0.010 |
| 90d ago | $-0.405 | +0.010 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | BTIG | REITERATE | Buy | Buy |
| Apr 15, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 9, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Dec 15, 2025 | BTIG | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% | |
| Apr 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% | |
| Mar 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% | |
| Feb 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% | |
| Jan 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 5, 2026
earnings
Carlsmed® Reports First Quarter 2026 Financial Results
<p align="center"><em>First quarter 2026 revenue of $16.1 million, representing 58% growth year-over-year</em></p>
May 5, 2026
earnings_calendar
CARL Q1 2026 Earnings Scheduled — 2026-05-05
Apr 28, 2026
other
Carlsmed, Inc. To Participate in Upcoming Investor Conferences
<p align="left">CARLSBAD, Calif., April 28, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uNN92OcKT1-ojxo1saL8MF98bk3
Apr 1, 2026
other
Carlsmed, Inc. To Participate in the 25th Annual Needham Virtual Conference
<p style="padding-left:0pt;">CARLSBAD, Calif., April 01, 2026 (GLOBE NEWSWIRE) -- Carlsmed, Inc. (Nasdaq: CARL) (“Carlsmed” or the “Company”), today
Feb 25, 2026
earnings_calendar
CARL Q4 2025 Earnings After Market Close — 2026-02-25