TickerTalks
Browse all tickers →
TickerTalks›$CVRX
CVCVRX

CVRx, Inc.

$CVRX·$42M·Medical - Devices·Healthcare
$1.39+3.4%YTD-81.3%1Y-85.6%
Price updated 14m ago·X counts updated 4d ago
CVCVRX
$CVRXCVRx, Inc.
$1.39+3.36%3 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $CVRX 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.

3X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-31

Sentiment is unambiguously bullish, framed around a fresh activist letter from Pointillist Family Office demanding a sale of the company. Posters describe a 'unique asset w/ net cash on the BS but a weak mgmt team,' trading 'sub-1x revs' after a 59% single-day crash three weeks earlier. The recurring take is that management has invested '4-6x the current value of the company' getting the product approved and reimbursed.

Read what X is saying about $CVRX

  • 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
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

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

Broken storySelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

CVRx down 80% in a year, 0.5% of the 52-week range, activist demanding a sale — the Barostim story has become a special-situations trade.

CVRx has become a textbook broken medical-device story — the stock crashed 59% in a single day earlier in 2026, is now down 80% over twelve months, trades at 0.5% of its 52-week range, and the Pointillist Family Office activist letter is pushing for an outright sale.

  • Q2 revenue of $15.7M was up 15% YoY and Q1 of $14.8M was +20% — revenue growth is actually accelerating, but at a sub-scale level where the gap between operating losses (-85% margin) and growth doesn't close inside the forward model.
  • The August 10 termination of CRO Robert John, the September 21 CFO announcement of John Landry, and the Hagens Berman securities investigation (filed four separate times since September 10) are the governance signals of a company in restructuring.
  • At $1.55 and $41M market cap, this is sub-1x TTM revenue — the activist's thesis of 'unique asset with net cash on the balance sheet but weak management team' is the clean framing, with a potential strategic sale as the only path to recovery.

The November 4 Q3 earnings is the next data point, but the real catalyst is whether the Pointillist pressure results in a formal strategic-review announcement — a sale at any premium above the current market cap would reset the equity, while continuing standalone operation locks in the current drift.

Agrees with X sentimentX is bullish on the activist thesis and the sub-1x revenue valuation; the TickerTalks read agrees — the equity is cheap enough that a strategic sale would reset the story, but near-term the governance churn and Hagens Berman investigation dominate the tape.

What to watch: November 4 Q3 earnings and any strategic-review announcement; Pointillist Family Office follow-on activity; Barostim HFSA late-breaking data uptake at new centers.

On the calendar: Q3 earnings scheduled 2026-11-04

Read the AI verdict on $CVRX

  • 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
Free, forever. No credit card.

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

Aging population demographics and AI-assisted device adoption (smart implants, continuous glucose monitors, digital health integration) are the long-cycle structural drivers. Reimbursement timing for new modalities (CMS coverage decisions) and procedure volume recovery from COVID-era deferred care shape the 2026 revenue trajectory.

What this means for $CVRX

Partial — medical device revenue depends on elective procedure volumes and hospital capex; CVRx, Inc.

Industry benchmark

21-name peer basket
+13.2%YTD
+12.2%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
Q2 2026Aug 6, 2026$-0.53$-0.52-1.0%
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%
Next earningsWed, Nov 4·consensus EPS $-0.49

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$59.0M$58.5M – $59.4M-$2.01-$2.06 – -$1.965
FY27$65.3M$63.0M – $66.7M-$1.93-$2.09 – -$1.775
FY28$76.0M$64.0M – $95.2M-$1.73-$1.98 – -$1.434
FY29$111.4M$104.7M – $120.4M-$1.28-$1.41 – -$1.182
FY30$123.0M$115.6M – $133.0M-$1.13-$1.25 – -$1.042

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.0.9×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.1%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.-60.2%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.-77.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 16.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.5% 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.β0.775-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

BuyAug 13Brent BinkowskiCOO26.2K sh$76KSellAug 12Brent BinkowskiCOO1.3K sh$3K
+ 7 other (7 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
  • 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

SC 13D/AActivist amendmentOct 2SC 13D/A
8-KOfficer or director changeSep 218-K — Item 5.02: Officer or director change
AI summary

CVRx, Inc. (CVRX) filed an 8-K on 2026-09-21 disclosing a director or executive officer departure, appointment, or compensation change (Item 5.02). No narrative detail was available in the excerpt; this is typically an administrative personnel or governance disclosure with limited market impact unless it involves a key C-suite role.

SC 13DActivist position (5%+)Aug 24SC 13D
AI summary

Jorey Chernett (6222 Indianwood Tr., Suite 650, Bloomfield Hills MI) filed an initial Schedule 13D on CVRx, Inc. (CVRX) Common Stock ($0.01 par value) on August 24, 2026, disclosing a new 5%+ beneficial ownership position. An initial SC 13D (rather than 13G) signals non-passive investment intent — Chernett is a new activist or strategic investor in CVRx. CVRx develops baroreflex activation therapy (BAT) devices for treatment-resistant hypertension and heart failure. This is a notable new activist or significant ownership entry in a small medical device company.

8-KOfficer or director changeAug 118-K — Item 5.02: Officer or director change
AI summary

CVRx (CVRX) disclosed that Robert John, its Chief Revenue Officer, was terminated effective immediately on August 10, 2026 under circumstances entitling him to severance pay and benefits under his employment agreement. No reason for the termination was provided beyond that the departure qualifies for severance. The company did not announce a permanent or interim replacement in this filing.

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.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 13G) in window

Recent news

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

HAGENS BERMAN, NATIONAL SECURITIES LAW FIRM, Encourages CVRx Inc. (CVRX) Investors with Substantial Losses to Contact Firm: Investigating Potential Securities Fraud Following 59% Stock Dropprnewswire.com·14d agoCVRx Announces Late-Breaking Data and New Clinical Evidence on Barostim at the HFSA Annual Scientific Meeting 2026globenewswire.com·16d agoHAGENS BERMAN, NATIONAL SECURITIES LAW FIRM, Encourages CVRx Inc. (CVRX) Investors with Substantial Losses to Contact Firm: Investigating Potential Securities Fraud Following 59% Stock Dropglobenewswire.com·22d agoCVRx Appoints John Landry as Chief Financial Officerglobenewswire.com·24d agoHAGENS BERMAN, NATIONAL SECURITIES LAW FIRM, Encourages CVRx Inc. (CVRX) Investors with Substantial Losses to Contact Firm: Investigating Potential Securities Fraud Following 59% Stock Dropprnewswire.com·35d ago

More in Medical - Devices

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

$TMDX$MDT$QSI$BIO$ABT$PACB$BSX$BFLY
Voices on X · last 7 days

No standout posts about $CVRX 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.

PrivacyTermsSupport