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CLCLPT

ClearPoint Neuro, Inc.

$CLPT·$448M·Medical - Devices·Healthcare
$14.94+2.5%YTD+4.7%1Y+43.7%
Mentions · last 7 days
2026-07-26: 4 posts2026-07-27: 9 posts2026-07-28: 4 posts2026-07-29: 18 posts2026-07-30: 13 posts2026-07-31: 17 posts2026-08-01: 4 posts69+26%
Price updated 2d ago·X counts updated 19h ago
CLCLPT
$CLPTClearPoint Neuro, Inc.
$14.94+2.47%69 posts+26%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CLPT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-31

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

ClearPoint Neuro benefits from Uniqure AMT-130 FDA reversal — MRI-guided drug delivery leader into Aug 3 print.

ClearPoint Neuro is a small-cap medical-device company focused on MRI-guided stereotactic drug delivery — the specific platform that enables gene-therapy delivery to the brain, and directly benefits from the Uniqure AMT-130 Huntington's disease regulatory progression.

  • The Uniqure partnership is the specific catalyst: bulls note '36-month endpoint for confirmatory trial' and CHDI allowing Uniqure to use updated data of an extra 6000 patients — meaning the specific gene-therapy pipeline that requires ClearPoint's delivery platform is advancing regulatorily, which validates ClearPoint's platform-adoption thesis.
  • The mechanics remain pre-profit: Q1 revenue $12.1M (+43% YoY, real growth) with 62% gross margin and -70% operating margin, EPS -$0.32 — meaning the current $454M market cap is entirely priced on the platform-adoption trajectory rather than current earnings. Consensus FY26 revenue of $53.1M growing to $64.1M in FY27 supports the growth story.
  • The Sungkyunkwan University focused-ultrasound partnership expands the ecosystem: ClearPoint entered a 10-year focused-ultrasound development partnership with Sungkyunkwan University in South Korea — meaning the drug-delivery platform is expanding beyond MRI-guided stereotactic into related brain-therapy delivery modalities, expanding the multi-year TAM.

Aug 3 Q2 print is the direct catalyst — a beat above the -$0.27 EPS consensus plus continued Uniqure AMT-130-related delivery-platform commentary and any additional gene-therapy delivery-partner disclosure restarts the equity toward $20. A miss on platform-adoption metrics or continued QURE regulatory-timeline slippage drops shares back to $11. This is a catalyst-play with real Uniqure-partnership optionality — size for the tail.

Agrees with X sentimentX captures the setup accurately — Uniqure/AMT-130 catalyst tied to CLPT platform-adoption, 36-month endpoint confirmatory trial, CHDI allowing Uniqure updated data of extra 6000 patients, NIHR UK spotlighted AMT-130. Fair take on the QURE-partnership thesis.

What to watch: Aug 3 Q2 earnings — a beat above -$0.27 EPS plus continued Uniqure AMT-130-related delivery-platform commentary and any additional gene-therapy delivery-partner disclosure restarts the equity toward $20. A miss on platform-adoption metrics or QURE regulatory-timeline slippage drops shares back to $11.

On the calendar: 2026-08-03 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment23 posts analyzed · as of 2026-08-01

ClearPoint Neuro is bullish and biotech-tailwind-driven. Partner Aspen Neuroscience received FDA Regenerative Medicine Advanced Therapy (RMAT) designation; UCB acquired partner Neurona Therapeutics, adding another cell-therapy partner. Heavy positive read-through from uniQure Huntington's disease data (with a global confirmatory trial and CHDI patient-registry expansion cited). Multiple posts flag adding despite hesitancy at the flat 200 DMA.

Read the AI verdict + X sentiment for $CLPT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes MRI-guided neurosurgical navigation systems for precise drug delivery, biopsy, and deep brain stimulation placement.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $CLPT.

Medical - Devices · Healthcare

No material change from last week — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics has transitioned from premium to standard-of-care in major procedures.

What this means for $CLPT

Partial — Makes MRI-guided neurosurgical navigation systems for precise drug delivery, biopsy, and deep brain stimulation placement; partial earnings exposure to medical - devices demand dynamics through its product portfolio.

Industry benchmark

20-name peer basket
+1.0%YTD
+3.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-17.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-31.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-65.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
12.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-141%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
61.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 13, 2026$-0.32$-0.28-14.3%
Q4 2025Mar 17, 2026$-0.27$-0.22-22.7%
Q3 2025Nov 6, 2025$-0.21$-0.20-5.0%
Q2 2025Aug 12, 2025$-0.21$-0.20-5.0%
Next earningsMon, Aug 3·consensus EPS $-0.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$12.1M+42.9%62.2%-69.9%$-0.32$-8.6M
Q4 FY25$10.4M+34.0%61.5%-67.7%$-0.27$-12.1M
Q3 FY25$8.9M+9.1%63.2%-59.5%$-0.21$-3.3M
Q2 FY25$9.2M+17.3%60.3%-61.6%$-0.21$-2.6M

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$53.1M$53.0M – $53.2M-$1.11-$1.16 – -$1.072
FY27$64.1M$62.4M – $65.8M-$0.94-$1.15 – -$0.732
FY28$77.1M$74.9M – $79.0M-$0.87-$0.90 – -$0.841
FY29$92.1M$89.5M – $94.4M-$0.65-$0.67 – -$0.631

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+5.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 26.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.245-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 29Joseph BurnettCEO20.0K sh$388KSellJun 17Joseph BurnettCEO61.8K sh$1.1MSellJun 1Timothy T. RichardsDirector5.4K sh$66KSellMay 21Matthew B. KleinDirector16.0K sh$185KSellMay 20Lynnette C FallonDirector5.1K sh$57K
+ 39 other (18 exempts · 14 awards · 7 inkinds) in window

See when $CLPT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

ClearPoint Neuro, Inc. filed an 8-K on May 21, 2026 (event date May 20, 2026) covering Items 5.02 (officer/director change) and 5.07 (shareholder vote results) from its annual meeting. The excerpt is boilerplate only; the specific personnel change and vote tallies are in the attached exhibits. For a small-cap medical device company focused on neuro-navigation, a 5.02 change alongside annual meeting results warrants attention to understand whether key management departed or joined.

8-KPress release / Reg FDMay 138-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ClearPoint Neuro, Inc. filed an 8-K on May 13, 2026 covering Items 2.02 (results of operations) and 7.01 (Reg FD), with exhibits under Item 9.01. Item 2.02 signals a quarterly earnings release; Item 7.01 indicates an accompanying investor presentation was furnished simultaneously. This is a material earnings disclosure for a small-cap medical device company — significant for investors tracking ClearPoint's commercialization progress in neuro-navigation and MRI-guided drug delivery.

8-KPress release / Reg FDMar 178-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 15 other (6 13Gs · 2 S-8s · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ClearPoint Neuro Congratulates Partner Aspen Neuroscience on FDA Regenerative Medicine Advanced Therapy (RMAT) Designation for Sasineprocelaccessnewswire.com·2d agoClearPoint Neuro to Announce Second Quarter 2026 Results August 3, 2026accessnewswire.com·12d agoClearPoint Neuro: AMT-130's FDA Reversal Revives The Bull Caseseekingalpha.com·45d agoClearPoint Neuro (CLPT) Surges 26.0%: Is This an Indication of Further Gains?zacks.com·45d agoClearPoint Neuro Enters into 10-year Focused Ultrasound Development Partnership with Sungkyunkwan University, South Korea, Further Expanding Our Drug Delivery Ecosystem and Global Footprintaccessnewswire.com·67d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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