TickerTalks
Browse all tickers →
TickerTalks›$CLPT
CLCLPT

ClearPoint Neuro, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$CLPT·$504M·Medical - Devices·Healthcare
$17.77+5.7%YTD+27.7%1Y+58.0%
Mentions · last 7 days
2026-06-11: 56 posts2026-06-12: 70 posts2026-06-13: 108 posts2026-06-14: 125 posts2026-06-15: 140 posts2026-06-16: 114 posts2026-06-17: 341 posts964+53%
Price updated 9h ago·X counts updated 1d ago
CLCLPT
ClearPoint Neuro, Inc.$CLPT
$17.77+5.71%964 posts+53%
AI analysisFundamentalsVoices on X
Loading…

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 eventAcceleratingAI verdict · as of 2026-06-19

The move is getting stronger, with heavier trading behind it.

ClearPoint Neuro is the gene-therapy delivery bottleneck — up 26% today on the uniQure FDA reversal, with 60+ partner pipeline ready to compound.

ClearPoint Neuro makes the MRI-guided neuro-navigation systems that pharma companies use to deliver gene therapies and other treatments to specific brain regions — essentially the picks-and-shovels delivery monopoly for cell and gene therapies targeting CNS diseases. The standalone print is improving fast: Q1 26 revenue ran $12.1M at +43% YoY (the strongest growth print in years), with gross margins at 62% but operating margin still at -70% as the company invests ahead of the pipeline ramp. The catalyst that just landed: uniQure's FDA reversal on June 17 accepted 3-year Phase 1/2 AMT-130 data for an accelerated approval BLA in Huntington's disease — ClearPoint is the delivery partner, and each partner approval is a step-function revenue increase. The stock surged 26% on the news, sitting at $17.77 with 44% of the 52-week range. May 21 director Klein sold $185K and Fallon sold $57K (modest scale). The bet on CLPT is whether multiple partner approvals (Huntington's, Parkinson's, ALS, others across 60+ partner programs) hit FDA acceptance windows in 2026-2027.

Agrees with X sentimentThe 'gene-therapy delivery monopoly' framing is genuinely apt — ClearPoint is the dominant MRI-guided delivery infrastructure across the gene-therapy partner cohort. The AMT-130 FDA reversal directly de-risks the 60+ partner pipeline and is the catalyst-driver behind the 26% spike.

What to watch: uniQure's Q3 2026 AMT-130 BLA submission — that's the next regulatory milestone that drives ClearPoint's commercial revenue from delivery system fees. Aug 11 Q2 print also matters: revenue growth above +40% YoY and any partner-program-specific revenue color is what extends the rally.

On the calendar: 2026-08-11 — Q2 earnings

X sentiment

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

Bullish sentiment26 posts analyzed · as of 2026-06-18

ClearPoint Neuro is up 34-75 percent on the FDA allowing uniQure to use three-year Phase I/II AMT-130 data as primary basis for an accelerated approval BLA filing in Huntington's Disease. ClearPoint is the key bottleneck in delivering gene therapies for neurodegenerative diseases, with bulls citing each partner approval as a step-function revenue increase. The stock is reportedly up from $3 entry to $20-$47 across various traders. Bulls cite the FDA professionals being back in charge and AMT-130 BLA progress materially reducing risk. The dominant target framing is 100x revenue potential as the 60+ partner pipeline plays out. Positioning chatter is conviction-heavy with bulls treating CLPT as the foundational gene-therapy delivery monopoly.

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
Free, forever. No credit card.

What it does

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

ClearPoint Neuro, Inc. is a medical technology firm primarily operating within the United States. The company specializes in developing and commercializing sophisticated systems that facilitate minimally invasive brain surgeries, guided by real-time magnetic resonance imaging (MRI) during the procedure. Among its core offerings is the ClearPoint system, designed for the precise placement of deep brain stimulation electrodes, biopsy needles, and for the controlled infusion of medications and laser catheters directly into the brain. It also provides the ClearPoint Neuro Navigation System, which is specifically engineered for MRI suite environments. ClearPoint Neuro maintains strategic partnerships and licensing agreements with prominent institutions and companies, including Boston Scientific Corporation, The Johns Hopkins University, Clinical Laserthermia Systems Americas Inc, Koninklijke Philips N.V., Blackrock Neurotech, and the University of California, San Francisco. Initially established in 1998 and headquartered in Solana Beach, California, the company operated as MRI Interventions, Inc. before rebranding to ClearPoint Neuro, Inc. in February 2020.

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

Robotic surgery is the durable secular driver — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics as standard-of-care infrastructure. A medtech stock that 'will soar 65%' framing circulating on X this week signals analyst conviction in a device name outside the robotics narrative; ABT's decline despite market improvement highlights the GLP-1 headwind risk for metabolic device segments.

See how Medical - Devices shapes $CLPT

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $CLPT's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
Free, forever. No credit card.

Industry benchmark

10-name peer basket
-5.5%YTD
+18.1%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 earningsTue, Aug 11·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$64.0M$62.2M – $65.8M-$0.94-$1.15 – -$0.732
FY28$75.6M$73.3M – $77.7M-$0.90-$0.93 – -$0.861
FY29$88.7M$86.0M – $91.2M-$0.71-$0.74 – -$0.681

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.2.6×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.44%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.+47.8%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.+23.7%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 today7.9% 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.β1.315-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.

Know if $CLPT is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

Insider activity

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

Recent transactions

SellJun 1Timothy T. RichardsDirector5.4K sh$66KSellMay 21Matthew B. KleinDirector16.0K sh$185KSellMay 20Lynnette C FallonDirector5.1K sh$57K
+ 32 other (16 exempts · 9 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
Free, forever. No credit card.

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
S-3Shelf registrationJan 14S-3
8-KMaterial agreementJan 58-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 16 other (5 13Gs · 2 S-8s · 2 proxys · 2 earnings 8-Ks) in window

Recent news

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

ClearPoint Neuro: AMT-130's FDA Reversal Revives The Bull Caseseekingalpha.com·22h agoClearPoint Neuro (CLPT) Surges 26.0%: Is This an Indication of Further Gains?zacks.com·23h 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·23d agoClearPoint Neuro, Inc. (CLPT) Q1 2026 Earnings Call Transcriptseekingalpha.com·36d agoCompared to Estimates, ClearPoint Neuro (CLPT) Q1 Earnings: A Look at Key Metricszacks.com·37d ago

More in Medical - Devices

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$LAB$TMDX$ABT$BIO$BSX$ISRG$ECOR$AORT
Voices on X · top 15 · last 7 days

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.

PrivacyTermsSupport