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DCDCTH

Delcath Systems, Inc.

$DCTH·$522M·Medical - Devices·Healthcare
$16.73-3.6%YTD+29.7%1Y+59.8%
Mentions · last 7 days
2026-08-07: 16 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 8 posts2026-08-11: 21 posts2026-08-12: 1 posts2026-08-13: 0 posts46-2%
Price updated 2d ago·X counts updated 3d ago
DCDCTH
$DCTHDelcath Systems, Inc.
$16.73-3.63%46 posts-2%
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 $DCTH, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-15

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

Delcath is the HEPZATO liver-cancer platform +60% YoY — Q2 revenue +20%, FY26 guide raised to $104-108M, 37 treatment centers by year-end.

Delcath Systems is a specialty interventional oncology franchise (HEPZATO KIT for hepatic drug delivery) — the equity is a real hot-momentum name accelerating on the specific Q2 blowout and guide raise.

  • Q2 was a big beat: EPS $0.07 vs -$0.09 estimate (+179%), revenue $29.1M vs $26.3M (+20% YoY) — the specific fact pattern of operational-inflection.
  • FY26 guidance raised to $104-108M — real forward-looking commercial-visibility.
  • Treatment centers expanding to 37 by year-end — specific commercial-scaling proof point.
  • +20% same-day move with weekly breakout above $12.27 described as textbook — real technical-momentum event.
  • Position at 93% of 52w with stock +29% above 50d MA and +57% above 200d MA — deeply accelerating tape, YoY +60%.
  • Fundamentals: 86% gross margin, -2% op margin at $25M/qtr, 4.4% FCF yield — reaching operating leverage. Analysts: rev $103M FY26 → $211M FY30 with EPS positive by FY29. 42.77% analyst upside.

November 3 is the next print — a fifth beat with continued treatment-center expansion extends the run; any specific reimbursement issue or HEPZATO safety event is the invalidator. The real risk on 4.8x P/S is that any commercial-execution slip compresses the multiple relatively quickly.

Agrees with X sentimentAgrees with the X bulls on all specific fact patterns — Q2 revenue $29.1M +20% YoY, FY26 guide raised to $104-108M, 37 treatment centers by year-end, +20% same-day move, weekly breakout above $12.27. Real proof points supporting the compounding thesis.

What to watch: November 3 Q3 print — treatment-center expansion and reimbursement commentary. A fifth beat extends the run; reimbursement issue or HEPZATO safety event is the invalidator.

On the calendar: 2026-11-03 — Q3 earnings

price missing

X sentiment

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

Bullish sentiment12 posts analyzed · as of 2026-08-13

X users are bullish on Delcath Therapeutics after Q2 revenue of $29.1M grew 20% year-over-year, breaking out of the low-$20M plateau. Posters cite raised 2026 guidance of $104-108M and note treatment centers expanding to 37 by year-end. Traders highlight a +20% same-day move and describe the weekly breakout above $12.27 as textbook. Optimism extends to pipeline commentary around liver-directed therapy for colorectal and breast cancer.

Read the AI verdict + X sentiment for $DCTH

  • 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.

Interventional oncology company commercializing HEPZATO KIT for hepatic artery delivery of high-dose melphalan to treat primary and secondary liver cancers.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $DCTH

Neutral — Interventional oncology company commercializing HEPZATO KIT for hepatic artery delivery of high-dose melphalan to treat primary and secondary liver cancers; limited read-through from medical - devices macro dynamics to this specific revenue mix.

Industry benchmark

25-name peer basket
+6.8%YTD
+27.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
763.0How 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
-0.6%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
-1.8%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
4.4%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
4.8Same 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
0.5%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
86.0%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
0.0Total 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$0.07$-0.09+178.5%
Q1 2026May 7, 2026$-0.03$-0.09+68.1%
Q4 2025Feb 26, 2026$-0.05$-0.06+20.6%
Q3 2025Nov 4, 2025$0.02$0.020.0%
Next earningsTue, Nov 3·consensus EPS $-0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$25.0M+26.3%85.1%-6.5%$-0.03$287K
Q4 FY25$20.7M+37.3%85.5%-10.5%$-0.05$7.7M
Q3 FY25$20.6M+83.6%87.2%-1.9%$0.02$4.3M
Q2 FY25$24.2M+211.0%86.3%10.7%$0.07$6.9M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$103.2M$98.4M – $106.7M-$0.56-$0.59 – -$0.533
FY27$130.6M$124.4M – $135.0M-$0.53-$0.56 – -$0.503
FY28$156.1M$137.2M – $169.8M-$0.14-$0.45 – $0.175
FY29$181.1M$172.5M – $187.2M$0.35$0.33 – $0.362
FY30$210.9M$200.9M – $218.0M$0.88$0.82 – $0.912

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.93%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.+29.4%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.+56.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

BuyMar 6Sandra PennellCFO5.5K sh$50KBuyMar 2Gerard J MichelCEO11.2K sh$100K
+ 11 other (11 awards) in window

See when $DCTH 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 148-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Delcath Systems held its 2026 Annual Meeting on May 13, 2026, with 23,346,271 of 34,618,159 shares (~67.4%) represented. Stockholders approved an amendment to the company's 2020 Omnibus Equity Incentive Plan, adding 1,800,000 shares to the reserve available for equity-based compensation awards. Four proposals were voted upon at the meeting; full vote tallies are included in the filing. The expanded equity plan supports Delcath's ability to attract and retain talent as it commercializes its HEPZATO KIT liver cancer treatment.

+ 13 other (3 earnings 8-Ks · 3 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

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

Delcath Systems (DCTH) Is a Great Choice for 'Trend' Investors, Here's Whyzacks.com·4d agoHere's Why Delcath Systems, Inc. (DCTH) is a Great Momentum Stock to Buyzacks.com·5d agoDoes Delcath Systems (DCTH) Have the Potential to Rally 42.77% as Wall Street Analysts Expect?zacks.com·5d agoDelcath Systems, Inc. (DCTH) Q2 2026 Earnings Call Transcriptseekingalpha.com·10d agoDelcath Systems Q2 Earnings Call Highlightsmarketbeat.com·10d ago

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