SI
SHOULDER INNOVATIONS, INC.
$18.70
-0.32%
$387.8M
No data for this timeframe.
Vol
Market Cap$387.8M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders27 funds
Inst. Value$80.2M
Inst. Activity9 buys / 0 sells
Insider Activity3B / 0S
Insider Net $$78.2K
Reddit Sentiment49° Neutral
SEC Reports3
Exchange NYSE·Sector Surgical & Medical Instruments & Apparatus·Inc. DE·CIK 0001699350·Prev Close $18.76
Recent Activity
May 13, 2026
SEC
Shoulder Innovations reported Q1 2026 net revenue of $16.7M (+65% YoY), beating the $14.5M consensus, and raised full-ye
8-K — Impact 7/10
May 13, 2026
earnings_calendar
SI Q1 2026 Earnings Scheduled — 2026-05-13
Apr 30, 2026
Insider
Ball Robert Joseph acquired via exercise 10,000 shares
CEO & Executive Chairman @ $2.48 ($24.8K)
Apr 29, 2026
SEC
Shoulder Innovations filed additional definitive proxy soliciting materials (DEFA14A) on April 29, 2026. The filing is r
DEFA14A — Impact 3/10
Apr 27, 2026
SEC
Shoulder Innovations, Inc. (SI) announced the full commercial launch of its InSet I-135RFX Humeral Stem, a new shoulder
8-K — Impact 7/10
Apr 20, 2026
Insider
Ahearn Matthew Fraser acquired via exercise 7,421 shares
Chief Operating Officer @ $2.48 ($18.4K)
Mar 13, 2026
Insider
Points Jeffrey S. acquired via exercise 13,264 shares
Chief Financial Officer @ $2.48 ($32.9K)
Inst.
BlackRock, Inc. — ADD
556,052 shares ($8.1M)
Price Targets
$21.25
+13.6% upside
Buy
Current $18.70
Low $19.00
Median $21.00
High $24.00
4 analysts
$19.00
$24.00
Analyst Ratings
5Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Piper Sandler | REITERATE | Overweight → Overweight |
| Mar 11, 2026 | BTIG | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.47 ▼ -3.3% | $-0.47 — $-0.46 | 51% YoY | 2 |
| Next Q | $-0.43 ▼ -4.9% | $-0.43 — $-0.43 | 33% YoY | 2 |
| Current FY | $-1.70 ▼ -3.0% | $-1.73 — $-1.67 | 44% YoY | 2 |
| Next FY | $-1.40 ▲ +4.8% | $-1.64 — $-1.15 | 18% YoY | 2 |
Latest Reports
BULLISH
8-K
7/10
Shoulder Innovations reported Q1 2026 net revenue of $16.7M (+65% YoY), beating the $14.5M consensus, and raised full-ye
May 13, 2026
NEUTRAL
DEFA14A
3/10
Shoulder Innovations filed additional definitive proxy soliciting materials (DEFA14A) on April 29, 2026. The filing is r
Apr 29, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $55.0M | NEW |
| BlackRock, Inc. | $8.1M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.0M | — |
| Alyeska Investment Group, L.P. | $3.4M | TRIM |
| MORGAN STANLEY | $2.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 30, 2026 | Ball Robert | M | $24.8K |
| Apr 20, 2026 | Ahearn Matthew | M | $18.4K |
| Mar 13, 2026 | Points Jeffrey | M | $32.9K |
| Mar 13, 2026 | Buchholz Richard | BUY | $14.8K |
| Mar 13, 2026 | Points Jeffrey | BUY | $30.0K |
Reddit Sentiment
49°▲
Neutral
Bearish
Neutral
Bullish
27 institutional holders with $80.2M total value (5,520,753 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 9 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 3,784,552 | $55.0M | 68.6% | NEW |
| 2 | BlackRock, Inc. | 556,052 | $8.1M | 10.1% | ADD +78.6% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 413,480 | $6.0M | 7.5% | — |
| 4 | Alyeska Investment Group, L.P. | 232,984 | $3.4M | 4.2% | TRIM -48.4% |
| 5 | MORGAN STANLEY | 157,578 | $2.3M | 2.9% | ADD +31.3% |
| 6 | STATE STREET CORP | 93,245 | $1.4M | 1.7% | ADD +59.6% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 60,997 | $886.3K | 1.1% | — |
| 8 | ROYAL BANK OF CANADA | 53,883 | $783.0K | 1.0% | — |
| 9 | VANGUARD FIDUCIARY TRUST CO | 37,622 | $546.6K | 0.7% | — |
| 10 | BANK OF AMERICA CORP /DE/ | 26,983 | $392.1K | 0.5% | ADD +43.7% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22,952 | $333.5K | 0.4% | ADD +94.9% |
| 12 | GOLDMAN SACHS GROUP INC | 14,016 | $203.7K | 0.3% | — |
| 13 | CITADEL ADVISORS LLC | 13,524 | $196.5K | 0.2% | — |
| 14 | Nuveen, LLC | 12,177 | $176.9K | 0.2% | — |
| 15 | DEUTSCHE BANK AG\ | 9,331 | $135.6K | 0.2% | DOUBLED +125.8% |
| 16 | MetLife Investment Management, LLC | 6,224 | $90.4K | 0.1% | — |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,868 | $70.7K | 0.1% | DOUBLED +111.6% |
| 18 | RHUMBLINE ADVISERS | 4,744 | $68.9K | 0.1% | ADD +51.5% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 4,716 | $65.4K | 0.1% | — |
| 20 | WELLS FARGO & COMPANY/MN | 3,832 | $55.7K | 0.1% | ADD +66.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 311,353 | 556,052 | +78.6% | $8.1M | 2026-Q1 |
| STATE STREET CORP | ADD | 58,422 | 93,245 | +59.6% | $1.4M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 18,778 | 26,983 | +43.7% | $392.1K | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 11,779 | 22,952 | +94.9% | $333.5K | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 4,133 | 9,331 | +125.8% | $135.6K | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | 2,301 | 4,868 | +111.6% | $70.7K | 2026-Q1 |
| RHUMBLINE ADVISERS | ADD | 3,131 | 4,744 | +51.5% | $68.9K | 2026-Q1 |
| Legal & General Group Plc | ADD | 462 | 880 | +90.5% | $12.8K | 2026-Q1 |
| CWM, LLC | ADD | 151 | 201 | +33.1% | $2.9K | 2026-Q1 |
| Alyeska Investment Group, L.P. | TRIM | 451,536 | 232,984 | -48.4% | $3.3M | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 146,268 | 220,430 | +50.7% | $3.2M | 2025-Q4 |
| MORGAN STANLEY | ADD | 114,827 | 150,794 | +31.3% | $2.2M | 2025-Q4 |
| FEDERATED HERMES, INC. | TRIM | 200,000 | 87,726 | -56.1% | $1.3M | 2025-Q4 |
| STATE STREET CORP | ADD | 38,781 | 58,422 | +50.6% | $835.4K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 25,670 | 18,778 | -26.8% | $268.5K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 3,156 | 5,250 | +66.3% | $75.1K | 2025-Q4 |
| RHUMBLINE ADVISERS | TRIM | 4,286 | 3,131 | -26.9% | $44.8K | 2025-Q4 |
| FMR LLC | NEW | — | 3,848,795 | — | $48.3M | 2025-Q3 |
6 unique insiders with 13 transactions. Net insider value: $78.2K ($78.2K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 30, 2026 | Ball Robert Joseph | CEO & Executive Chairman | EXERCISE | 10,000 | $2.48 | $24.8K |
| Apr 20, 2026 | Ahearn Matthew Fraser | Chief Operating Officer | EXERCISE | 7,421 | $2.48 | $18.4K |
| Mar 13, 2026 | Points Jeffrey S. | Chief Financial Officer | EXERCISE | 13,264 | $2.48 | $32.9K |
| Mar 13, 2026 | Buchholz Richard | Director | BUY | 1,000 | $14.84 | $14.8K |
| Mar 13, 2026 | Points Jeffrey S. | Chief Financial Officer | BUY | 2,000 | $15.00 | $30.0K |
| Mar 13, 2026 | BUCKMAN PAUL | Director | TAX W/H | 3,292 | $14.62 | $48.1K |
| Mar 13, 2026 | BUCKMAN PAUL | Director | EXERCISE | 19,401 | $2.48 | $48.1K |
| Mar 13, 2026 | Ball Robert Joseph | CEO & Executive Chairman | BUY | 2,200 | $15.18 | $33.4K |
| Feb 6, 2026 | Ball Robert Joseph | CEO & Executive Chairman | EXERCISE | 10,000 | $2.48 | $24.8K |
| Jan 30, 2026 | Ball Robert Joseph | CEO & Executive Chairman | AWARD | 265,351 | — | — |
| Jan 30, 2026 | Ahearn Matthew Fraser | Chief Operating Officer | AWARD | 88,450 | — | — |
| Jan 30, 2026 | Blue David Lawrence | See Remarks | AWARD | 88,450 | — | — |
| Jan 30, 2026 | Points Jeffrey S. | Chief Financial Officer | AWARD | 126,357 | — | — |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.7/10.
BULLISH
8-K
7/10
Shoulder Innovations reported Q1 2026 net revenue of $16.7M (+65% YoY), beating the $14.5M consensus
May 13, 2026
NEUTRAL
DEFA14A
3/10
Shoulder Innovations filed additional definitive proxy soliciting materials (DEFA14A) on April 29, 2
Apr 29, 2026
BULLISH
8-K
7/10
Shoulder Innovations, Inc. (SI) announced the full commercial launch of its InSet I-135RFX Humeral S
Apr 27, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (92% buy). Based on 12 analysts: 5 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$21.25 mean target
+13.6% upside
Buy (3.00)
$19.00 Low
$24.00 High
| Metric | Value |
|---|---|
| Current Price | $18.70 |
| Target Low | $19.00 |
| Target Mean | $21.25 |
| Target Median | $21.00 |
| Target High | $24.00 |
| # Analysts | 4 |
| Recommendation | Buy (3.00) |
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 |
$-0.47 | $-0.47 | $-0.46 | 50.7% | -3.3% | 1↑ 1↓ | $0.0B | 50.6% | 2 |
| Next Q 2026-09-30 |
$-0.43 | $-0.43 | $-0.43 | 32.8% | -4.9% | 0↑ 2↓ | $0.0B | 31.9% | 2 |
| Current FY 2026-12-31 |
$-1.70 | $-1.73 | $-1.67 | 44.2% | -3.0% | 1↑ 1↓ | $0.1B | 42.3% | 2 |
| Next FY 2027-12-31 |
$-1.40 | $-1.64 | $-1.15 | 17.9% | +4.8% | 2↑ 0↓ | $0.1B | 28.0% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.465 | |
| 7d ago | $-0.450 | -0.015 |
| 30d ago | $-0.450 | -0.015 |
| 60d ago | $-0.450 | -0.015 |
| 90d ago | $-0.380 | -0.085 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Piper Sandler | REITERATE | Overweight | Overweight |
| Mar 11, 2026 | BTIG | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 5 | 7 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 5 | 7 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 5 | 7 | 1 | 0 | 0 | 92% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
49°
Neutral
Bearish
Neutral
Bullish
35 mentions
13 bullish
14 bearish
30 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 6, 2026 | 2 | 42° Neutral | 0 | 1 | 2 |
| Jun 6, 2026 | 2 | 42° Neutral | 0 | 1 | 2 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 3 | 29° Bearish | 0 | 3 | 3 |
| Jun 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 1, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 1, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 13, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 13, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 2, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 1, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 1, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 24, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 22, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 22, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 16, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
| Apr 16, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
May 13, 2026
earnings_calendar
SI Q1 2026 Earnings Scheduled — 2026-05-13
Mar 10, 2026
earnings_calendar
SI Q4 2025 Earnings Scheduled — 2026-03-10