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CVCVRX

CVRx, Inc.

$CVRX·$144M·Medical - Devices·Healthcare
$5.43+4.4%YTD-24.1%1Y-22.0%
Mentions · last 7 days
2026-07-06: 0 posts2026-07-07: 1 posts2026-07-08: 1 posts2026-07-09: 1 posts2026-07-10: 0 posts2026-07-11: 1 posts2026-07-12: 1 posts50%
Price updated 3d ago·X counts updated 14h ago
CVCVRX
$CVRXCVRx, Inc.
$5.43+4.42%5 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CVRX, 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.

Too early to tellStalledAI verdict · as of 2026-07-13

The move has stalled — likely just drifts unless something new shows up.

CVRx down 22% in 12 months as Barostim heart-failure device commercial ramp continues — CFO transition, Aug 4 earnings.

CVRx is a commercial-stage medical technology company with Barostim neuromodulation device for heart failure with reduced ejection fraction — a $144M small-cap where the commercial-ramp cadence is real but modest.

  • The CFO transition is the immediate governance signal — the June 9 announcement of CFO Jared Oasheim's June 7 notification of intent to resign, with an Employment Transition Agreement signed June 8 — CFO departures during an early-commercial-ramp phase add execution uncertainty into the Aug 4 print.
  • The Q1 print was a modest beat — revenue $14.8M up 20% YoY with 87% gross margin but -82% operating margin, EPS -$0.50 vs -$0.51 estimate (+2% surprise); the four-quarter surprise cadence (+2%, -10%, +2%, -10%) reflects near-consensus operating with limited variance.
  • The Goldman Sachs Healthcare Conference visibility is real — the June 10 conference presentation captures institutional-investor engagement; combined with the June 29 Zacks 'Moves 11.6% Higher: Will This Strength Last?' technical framing, the recent momentum has been driven by conference-flow rather than earnings.
  • The analyst curve captures the multi-year ramp — FY26 revenue $65M with -$1.96 EPS, FY27 $76M/-$1.90, FY28 $96M/-$1.67, FY29 $121M/-$1.37 — 25% revenue growth through the forecast with narrowing losses; the path-to-profit remains multi-year at the current -20% operating margin.

Aug 4 is the pivot — a beat on -$0.52 estimate plus explicit Barostim commercial-ramp metrics (US install-base, revenue-per-account) rebuilds the operating-turn thesis and specific CFO-transition-continuity commentary; a soft print combined with continued CFO-departure execution uncertainty digests CVRX back toward the $4.50 support level. The Barostim heart-failure indication requires commercial patience.

What to watch: Aug 4 Q2 print — a beat on -$0.52 estimate plus Barostim commercial-ramp metrics (US install-base, revenue-per-account) rebuilds operating-turn thesis; a soft print combined with CFO-departure execution uncertainty digests CVRX toward $4.50 support.

On the calendar: 2026-08-04 — Q2 earnings

no sentimentcfo transition

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What it does

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

Makes Barostim, an implantable device stimulating cardiac baroreceptors to treat heart failure through neural modulation.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $CVRX

Neutral — Makes Barostim, an implantable device stimulating cardiac baroreceptors to treat heart failure through neural modulation; this business's revenue is largely decoupled from the surgical robotics procedure growth and AI-enabled device adoption.

Industry benchmark

12-name peer basket
-7.4%YTD
+4.6%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.7How 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
-55.4%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
-84.6%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
-28.1%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
2.4Same 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
-121%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
85.5%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
2.0Total 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 11, 2026$-0.50$-0.51+2.0%
Q4 2025Feb 12, 2026$-0.46$-0.42-9.5%
Q3 2025Nov 5, 2025$-0.49$-0.50+2.0%
Q2 2025Aug 4, 2025$-0.57$-0.52-9.6%
Next earningsTue, Aug 4·consensus EPS $-0.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$14.8M+19.6%87.2%-82.3%$-0.50$-12.3M
Q4 FY25$16.0M+4.4%86.3%-69.8%$-0.46$-9.8M
Q3 FY25$14.7M+9.8%85.5%-83.5%$-0.49$-10.0M
Q2 FY25$13.6M+15.1%82.8%-106%$-0.57$-8.0M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$65.3M$65.1M – $65.7M-$1.96-$2.11 – -$1.815
FY27$76.1M$75.3M – $77.4M-$1.90-$2.28 – -$1.505
FY28$95.6M$95.6M – $95.6M-$1.67-$2.21 – -$1.054
FY29$120.6M$118.5M – $123.7M-$1.37-$1.42 – -$1.343
FY30$133.8M$131.4M – $137.3M-$1.21-$1.25 – -$1.183

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.0.5×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.15%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.-6.2%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.-28.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 18.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.

Insider activity

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

Recent transactions

SellMar 2Philip B. AdamsonChief Medical Officer1.3K sh$10KSellMar 2Jared OasheimCFO1.7K sh$14KSellMar 2Kevin HykesCEO7.8K sh$61KSellMar 2Paul VerrastroCHIEF MKTG & STRAT OFFICER1.3K sh$10KSellMar 2John Robert AllenChief Revenue Officer4.0K sh$31KBuyFeb 20Mudit K. JainDirector46.8K sh$298KBuyFeb 18Mudit K. JainDirector600 sh$3K
+ 14 other (14 awards) in window

See when $CVRX 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
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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 changeJun 98-K — Item 5.02: Officer or director change
AI summary

CVRx, Inc. CFO Jared Oasheim notified the company on June 7, 2026 of his intent to resign to pursue other professional opportunities; an Employment Transition Agreement signed June 8, 2026 provides that he will stay as full-time CFO at current salary until the later of August 31, 2026 or 30 days after his successor starts, then serve as a consultant through February 2027 at $245/hour. CVRx will pay a $262,000 cash transition payment in two equal installments (November 30, 2026 and February 28, 2027), preserve his full 2026 incentive eligibility, extend pre-2021 stock option exercise windows to three months after the consulting period ends, and reimburse up to $10,000 in legal fees. A CFO search is underway, representing a near-term leadership transition risk at this commercial-stage medical device company.

3New insider — initial holdingsJun 33
AI summary

Dale Michael D filed a Form 3 with the SEC, disclosing initial beneficial ownership of CVRX securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at CVRX.

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
AI summary

CVRx, Inc. (CVRX) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsMar 43
8-KOfficer or director changeMar 38-K — Item 5.02: Officer or director change
+ 9 other (2 earnings 8-Ks · 2 proxys · 1 SD · 1 10-Q) in window

Recent news

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

CVRx (CVRX) Moves 11.6% Higher: Will This Strength Last?zacks.com·14d agoCVRx, Inc. (CVRX) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcriptseekingalpha.com·33d agoCVRx Announces Chief Financial Officer Transitionglobenewswire.com·34d agoCVRx Announces Chief Financial Officer Transitionglobenewswire.com·34d agoCVRx to Present at the Goldman Sachs 47th Annual Global Healthcare Conferenceglobenewswire.com·47d ago

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