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CLCLPT

ClearPoint Neuro, Inc.

$CLPT·$411M·Medical - Devices·Healthcare
$13.40+1.9%YTD-3.7%1Y+25.8%
Price updated 7h ago·X counts updated 2d ago
CLCLPT
$CLPTClearPoint Neuro, Inc.
$13.40+1.90%57 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CLPT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

57X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $CLPT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-15

ClearPoint bulls celebrate FDA CBER leadership picks (Karim Mikhail) as a rare-disease-friendly derisk for the QURE/CLPT program, alongside the CEO's Grace Science interactions with the agency and a possible Phase 3 sham in H2 2027. Tone is genuinely constructive.

Read what X is saying about $CLPT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CLPT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

ClearPoint Neuro compounding at 43% growth into a real FDA regulatory tailwind — the QURE-adjacent neuro-delivery bet.

ClearPoint Neuro is a medical-technology company making MRI-guided navigation systems for neurosurgery — used for gene-therapy delivery (QURE partnership for AMT-130), deep-brain-stimulation lead placement, and stereotactic biopsy. Shares are down 4% YTD but up 26% year-on-year on the QURE-adjacent regulatory tailwind.

  • Growth is accelerating clean: Q1 revenue grew 43% YoY to $12.1M with a -70% operating margin — Q4 grew 34% YoY, and while the last three quarterly EPS surprises have been negative (-33%, -14%, -23%), the topline scaling reflects real product-market fit. At 12x TTM sales, still story-heavy.
  • The regulatory catalyst is dated: FDA CBER leadership picks (Karim Mikhail) framed as rare-disease-friendly derisk for the QURE/CLPT AMT-130 Huntington's program, plus the CEO's Grace Science interactions with the agency and a possible Phase 3 sham in H2 2027 add pipeline visibility. Burnett's Sept 3 M-Exempt exercise is normal cycle mechanics.

Nov 5 Q3 earnings is the check — a maintained mid-40s revenue growth plus continued neuro-delivery-partnership signing is what breaks the coil upward, while a fresh QURE-related regulatory delay or a competitive DBS-navigation entrant is what would seal a cooling.

Agrees with X sentimentLine up with the constructive X read — the FDA CBER leadership picks (Karim Mikhail) as rare-disease-friendly derisk for QURE/CLPT is a genuinely tailwind signal, and the Phase 3 sham in H2 2027 timeline gives real visibility. Genuinely constructive tone tracks a real story.

What to watch: Nov 5 Q3 earnings for revenue growth, gross margin, and any commentary on QURE-related regulatory progress. Maintained mid-40s growth plus continued neuro-delivery partnership breaks the coil upward; a QURE-related regulatory delay or competitive DBS-navigation entrant confirms the cooling.

On the calendar: 2026-11-05 — Q3 2026 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Procedure-volume recovery is driving device demand; AI-guided cardiac ablation and robotic orthopedics are capturing premium surgical mix while continuous glucose monitors extend device revenue into ambulatory care. Supply-chain normalization has improved gross margins across the cohort.

What this means for $CLPT

Neutral — ClearPoint Neuro neurosurgery; niche drug delivery/neuro, limited scale.

Industry benchmark

17-name peer basket
+10.8%YTD
+24.5%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
Q2 2026Aug 3, 2026$-0.38$-0.29-32.6%
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%
Next earningsThu, Nov 5·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 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$49.0M$48.6M – $49.4M-$1.30-$1.32 – -$1.291
FY27$56.5M$56.1M – $57.0M-$1.20-$1.21 – -$1.181
FY28$66.0M$65.5M – $66.5M-$0.98-$0.99 – -$0.971
FY29$78.0M$77.4M – $78.6M-$0.82-$0.83 – -$0.811

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.0.6×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.23%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.-10.3%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.+0.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 26.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β1.275-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
+ 26 other (14 awards · 11 exempts · 1 inkind) 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-KPress release / Reg FDAug 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ClearPoint Neuro, Inc. (CLPT) reported financial results for Q2 ended June 30, 2026, and furnished an investor presentation for use in analyst and investor conversations via an 8-K filed August 3, 2026. The press release (Exhibit 99.1) and the investor presentation (Exhibit 99.2) are both furnished and not deemed filed. CFO Danilo D'Alessandro signed the filing. No financial figures appear in the 8-K body itself. This is a routine quarterly earnings disclosure combined with an investor relations materials filing.

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.

+ 12 other (6 13Gs · 2 10-Qs · 2 proxys · 1 S-8) in window

Recent news

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

ClearPoint Neuro Q2 Earnings Call Highlightsdefenseworld.net·43d agoClearPoint Neuro: Regulatory Momentum Strengthens The Long-Term Investment Caseseekingalpha.com·44d agoClearPoint Neuro, Inc. (CLPT) Q2 2026 Earnings Call Transcriptseekingalpha.com·44d agoClearPoint Neuro (CLPT) Reports Q2 Earnings: What Key Metrics Have to Sayzacks.com·44d agoClearPoint Neuro, Inc. (CLPT) Reports Q2 Loss, Misses Revenue Estimateszacks.com·44d ago

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Voices on X · last 7 days

No standout posts about $CLPT on X in the 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.

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