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Pulse Biosciences, Inc.

$PLSE·$2.9B·Medical - Instruments & Supplies·Healthcare
$49.13+3.3%YTD+176.0%1Y+205.7%
Mentions · last 7 days
2026-08-21: 5 posts2026-08-22: 1 posts20+5%
Price updated 23m ago·X counts updated 9d ago
PLPLSE
$PLSEPulse Biosciences, Inc.
$49.13+3.29%20 posts+5%
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 $PLSE, 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 hypeCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

Bioelectric-medicine platform up 3x in a year — the $75M raise at $37.90 tells you management sees this as a funding window.

Pulse Biosciences is developing the CellFX System, a bioelectric-medicine platform using nanosecond pulsed-field ablation for dermatology and (increasingly) cardiac indications. The equity is a pure story stock with essentially no current revenue — every dollar of value is optionality on the platform's clinical adoption.

  • Q1 revenue was $0.4M, essentially symbolic — the P&L is entirely R&D spend, and analyst 2026 revenue of $2.7M stepping to $8.9M in 2027 shows the ramp is well ahead of the current $2.9B market cap.
  • Stock is +176% year-to-date and +200% over 12 months, sitting at the 97th percentile of its 52-week range and 47% above the 50-day trend — a huge run, and the tape is telling you the market is pricing platform adoption as imminent.
  • On Aug 6 PLSE priced a $75M offering at $37.90 per share — dilutive equity issuance right at the peak of the run; management is monetizing the tape, which is the specific signal that they see the current level as an unusual funding window.
  • Trades at ~2,300x TTM P/S — the equity is entirely on optionality; traditional multiples don't apply, but the offering shows even management sees the tape as extended.

What sustains the accelerating tape is a specific clinical milestone or FDA approval for the CellFX System in cardiac ablation. What confirms cooling is any post-offering distribution as the new shares hit the tape, or a clinical-timeline delay; the $75M raise has funded the runway but comes at ~2.5% dilution of the market cap, and the tape has to absorb that supply.

What to watch: Nov 4 Q3 earnings — cash-runway detail and any CellFX cardiac-ablation clinical progression. Watch for follow-on offerings as a signal management sees the tape as still a funding window.

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

Read the AI verdict + X sentiment for $PLSE

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What it does

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

Develops pulsed electric field bioelectric medicine technology (CellFX) for non-thermal tissue ablation in dermatology and surgery.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $PLSE.

Medical - Instruments & Supplies · Healthcare

Life science tools demand is tied to pharma/biotech R&D budgets; GLP-1 clinical development is a current bright spot driving CRO and instrument demand. Academic and government research funding is the more volatile demand component.

What this means for $PLSE

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Pulse Biosciences, Inc.

Industry benchmark

10-name peer basket
+3.5%YTD
+10.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-23.0How 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
-106%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
-104%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
-3.2%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
2334.3Same 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
-86.7%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
-91.1%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
0.1Total 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$-0.36$-0.31-16.1%
Q1 2026May 4, 2026$-0.27$-0.32+15.6%
Q4 2025Feb 19, 2026$-0.26$-0.27+1.9%
Q3 2025Nov 5, 2025$-0.29$-0.31+6.5%
Next earningsWed, Nov 4·consensus EPS $-0.35

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$401K—7.7%-4776%$-0.26$-14.6M
Q4 FY25$264K—-96.6%-6914%$-0.26$-14.9M
Q3 FY25$86K—-224%-23683%$-0.29$-13.1M
Q2 FY25$0———$-0.28$-12.9M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.7M$2.3M – $3.1M-$1.14-$1.98 – -$0.192
FY27$8.9M$7.8M – $9.9M-$1.20-$2.08 – -$0.202
FY28$21.3M$1.6M – $41.0M-$0.90-$1.02 – -$0.782
FY29$93.8M$33.9M – $146.8M-$0.31-$0.54 – -$0.051
FY30$177.5M$64.1M – $277.8M$0.39$0.07 – $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.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.91%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.+34.7%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.+105.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

BuyAug 28Teplitsky Liane RaeCOO1.0K sh$50KBuyAug 26Teplitsky Liane RaeCOO1.0K sh$50KBuyMay 11Robert W DugganDirector660.2K sh$13.0MBuyMay 11Paul A LavioletteCEO30.0K sh$591KBuyMay 11Robert W DugganDirector660.2K sh$13.0M
+ 7 other (7 awards) in window

See when $PLSE 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

3New insider — initial holdingsAug 283
AI summary

Liane Rae Teplitsky filed an initial Form 3 as a newly appointed officer (COO) of Pulse Biosciences. As of the reporting date, Teplitsky held no shares of PLSE common stock directly or indirectly. This is a routine insider registration filing required within 10 days of becoming a Section 16 reporting person. No open-market transactions occurred; the filing establishes the baseline for future Form 4 disclosures.

3New insider — initial holdingsAug 283
AI summary

Jon Skinner filed an initial Form 3 as a newly appointed officer (CFO) of Pulse Biosciences. As of the reporting date, Skinner held no shares of PLSE common stock directly or indirectly. This is a routine insider registration filing required within 10 days of becoming a Section 16 reporting person. No open-market transactions occurred; the filing establishes the baseline for future Form 4 disclosures.

8-KMaterial agreementAug 68-K — Item 1.01: Material agreement
AI summary

Pulse Biosciences, Inc. (PLSE) entered into equity distribution agreement (the “Sales Agreement”) with Mizuho Securities USA LLC (“Mizuho”) as with a counterparty on 2026-08-06, involving $0.001 . . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

424B5Prospectus supplement (offering)Aug 6424B5
AI summary

PLSE (PLSE) filed a prospectus supplement (Form 424B5) on 2026-08-06 for an immediate offering of shares $37.90 per share, raising approximately $75,000,000 . Use of proceeds: general corporate purposes. This is dilutive capital activity happening now, distinct from a shelf registration — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Pulse Biosciences, Inc. held its 2026 Annual Meeting on June 11, 2026 via live virtual audio webcast. Shareholders voted to elect seven directors to one-year terms and to ratify Deloitte & Touche LLP as independent auditor for fiscal year 2026. Routine governance filing for a small-cap medical device company using pulsed electric field technology; directors serve annual terms with no staggered board structure.

SC 13D/AActivist amendmentMay 13SC 13D/A
AI summary

ROBERT W. DUGGAN filed an amended Schedule 13D on PLSE disclosing beneficial ownership (49,706,423.00 shares) as of 2026-05-13. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KPress release / Reg FDApr 278-K — Item 7.01: Press release / Reg FD
AI summary

PLSE filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-27. Covers: presented at Heart Rhythm 2026 in Chicago, Illinois, by Dr. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KPress release / Reg FDApr 168-K — Item 7.01: Press release / Reg FD
AI summary

PLSE filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-16. Covers: investor presentation on its website. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 15 other (7 routine 8-Ks · 3 8-Ks · 2 10-Qs · 1 earnings 8-K) in window

Recent news

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

Bank of America Corp DE Grows Stake in Pulse Biosciences, Inc $PLSEdefenseworld.net·12d agoPulse Biosciences (NASDAQ:PLSE) Sets New 1-Year High – Here’s Whydefenseworld.net·13d agoPulse Biosciences Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)businesswire.com·13d agoPulse Biosciences Eyes AFib Breakthrough With Nanosecond PFA Platformmarketbeat.com·15d agoPulse Biosciences, Inc. (PLSE) Q2 2026 Earnings Call Transcriptseekingalpha.com·25d ago

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