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STSTIM

Neuronetics, Inc.

$STIM·$166M·Medical - Devices·Healthcare
$2.84-3.4%YTD+66.7%1Y-14.5%
Mentions · last 7 days
2026-08-21: 2 posts2026-08-22: 1 posts2026-08-23: 2 posts19-29%
Price updated 1h ago·X counts updated 8d ago
STSTIM
$STIMNeuronetics, Inc.
$2.84-3.40%19 posts-29%
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 $STIM, 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 2026-08-31

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

Neuronetics printed its first profitable quarter and sits on 27-41% short interest — a classic squeeze setup on real fundamentals.

Neuronetics (STIM) is one of the rare hot-momentum names where the price action and the underlying operating turn are moving together.

  • Q2 2026 delivered ~$0.3M adjusted EBITDA — the first profitable quarter — on revenue of $41.6M (+9.1% YoY), with Greenbrook clinic revenue of $26.9M (+16.8%) leading the mix; the device business model change removed installed-base friction.
  • Reported short interest of 27-41% against a low ~28M share float is doing meaningful work on the tape, and traders are watching a coming Compass Pathways psychedelics-rollout catalyst.
  • Cash burn earlier in the year (Q1 FCF ~-$10M) and elevated leverage keep this from being a clean fundamentals story yet — a Q3 stumble would remove a big piece of the current bull case.

Bottom line: real turnaround fundamentals plus a legitimate squeeze setup — treat as a momentum trade with a fundamentals anchor, not a pure story.

Agrees with X sentimentX chatter is very bullish and cites the same profitability inflection and short-interest data seen in the fundamentals.

What to watch: Q3 EBITDA and free-cash-flow trend, Compass Pathways rollout news, and any change in reported short interest.

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

X sentiment

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

Bullish sentiment14 posts analyzed · as of 2026-08-18

Chatter is very bullish on Neuronetics after Q2 delivered its first profitable quarter with adjusted EBITDA of $0.3M against expected losses, revenue of $41.6M (+9.1%), and Greenbrook revenue of $26.9M (+16.8%). Bulls highlight the accelerating clinic business ahead of a Compass Pathways psychedelics rollout, a device-business model change removing an installed-base friction, and 27-41% short interest as squeeze fuel. Traders point to a doubling from the ~$1.20 entry called out earlier, describing continued parabolic potential.

Read the AI verdict + X sentiment for $STIM

  • 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.

Commercial medical device company selling NeuroStar TMS systems for office-based treatment-resistant depression therapy.

Industry overviewAI analysisGenerated by AI from underlying data

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

Medical - Devices · Healthcare

Elective procedure volume recovery and aging-demographic demand are the structural drivers; robotic surgery adoption (ISRG) and GLP-1-driven procedure mix shifts are the near-term dynamics. Hospital capex cycles determine device upgrade timing — CapEx returning after COVID deferral.

What this means for $STIM

Partial — branded pharmaceutical revenue is exposed to patent cliff dynamics and GLP-1 category cannibalization; Neuronetics, Inc.

Industry benchmark

25-name peer basket
+5.4%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
-2.4How 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
-28.7%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
-19.4%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
-15.1%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
0.6Same 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
-165%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
48.0%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
1.8Total 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 11, 2026$-0.05$-0.12+59.3%
Q1 2026May 5, 2026$-0.16$-0.17+5.9%
Q4 2025Mar 17, 2026$-0.10$-0.12+16.7%
Q3 2025Nov 4, 2025$-0.13$-0.12-8.3%
Next earningsTue, Nov 3·consensus EPS $-0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$34.5M+7.8%46.9%-26.1%$-0.16$-9.6M
Q4 FY25$41.8M+85.7%52.0%-12.1%$-0.10$692K
Q3 FY25$37.3M+101.3%45.9%-19.6%$-0.13$-899K
Q2 FY25$38.1M+131.7%46.6%-21.1%$-0.15$-3.8M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$161.1M$158.8M – $163.4M-$0.46-$0.47 – -$0.453
FY27$177.9M$175.4M – $180.5M-$0.34-$0.34 – -$0.333
FY28$197.8M$193.8M – $201.8M-$0.31-$0.32 – -$0.302
FY29$216.1M$213.1M – $219.2M-$0.30-$0.31 – -$0.291
FY30$237.1M$233.8M – $240.5M-$0.30-$0.31 – -$0.291

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.0.3×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.74%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.+39.4%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.+75.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 28.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% 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.β1.125-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 14Jorey Chernett10% owner14.0K sh$44KSellAug 13Jorey Chernett10% owner100 sh$500BuyJul 14Jorey Chernett10% owner35.0K sh$62KBuyMay 19Jorey Chernett10% owner100.0K sh$117KBuyMay 12Jorey Chernett10% owner475.0K sh$637KBuyApr 21Jorey Chernett10% owner100.0K sh$151KBuyApr 20Jorey Chernett10% owner100.0K sh$158KBuyMar 30Jorey Chernett10% owner385.4K sh$482KBuyMar 27Jorey Chernett10% owner500.0K sh$675KBuyMar 26Jorey Chernett10% owner25.0K sh$36K
1–10 of 20
+ 14 other (11 awards · 3 others) in window

See when $STIM 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

SC 13D/AActivist amendmentAug 24SC 13D/A
8-KOfficer or director changeAug 178-K — Item 5.02: Officer or director change
AI summary

Neuronetics (STIM) filed an 8-K under Item 5.02, disclosing an executive officer or director change effective August 11, 2026. Neuronetics, headquartered in Malvern, PA, markets NeuroStar TMS Therapy for major depressive disorder. No specific names or roles were available in the excerpt.

8-KPress release / Reg FDAug 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Neuronetics (STIM) issued a press release on August 11, 2026 announcing Q2 2026 financial results for the three and six months ended June 30, 2026. Specific revenue, treatment delivery, and cash figures are in Exhibit 99.1.

SC 13D/AActivist amendmentAug 4SC 13D/A
AI summary

A reporting person filed a amended Schedule 13D disclosing beneficial ownership of a disclosed percentage of STIM's outstanding shares. A Schedule 13D signals a potentially activist or strategic stake above the 5% reporting threshold.

3New insider — initial holdingsJul 233
AI summary

Naor Nir filed a Form 3 (initial statement of beneficial ownership) for Neuronetics, Inc. (STIM). Filer's relationship to issuer: EVP, 10%+ Owner. Form 3 must be filed within 10 days of becoming a new 10%+ owner or executive/director. This is an administrative ownership disclosure — no open-market transaction has occurred.

8-KOfficer or director changeJul 208-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Neuronetics, Inc. (STIM) disclosed two concurrent executive changes. W. Andrew Macan (EVP, Chief Legal Officer, and Corporate Secretary since January 2020) will depart on August 15, 2026, receiving a $231,750 retention bonus, 164,361 RSUs vesting on separation, and $475,087.50 in severance paid over 12 months. Separately, Nir Naor was appointed EVP, Chief Financial Officer, and Treasurer effective approximately July 23, 2026. These back-to-back leadership changes — a new CFO arriving as the CLO exits — signal a notable management transition at the neuromodulation device maker.

3New insider — initial holdingsJul 133
AI summary

Neuronetics (STIM) — Form 3 initial ownership for Cory Anderson (EVP and General Manager, Greenbrook). Anderson holds approximately 411,477 direct shares plus multiple RSU tranches. Material — unusually large direct-share holding (~411K shares) for an EVP, likely reflecting equity from the Greenbrook integration into Neuronetics.

8-KOfficer or director changeJun 238-K — Item 5.02: Officer or director change
AI summary

Delaware 001-38546 33-1051425 reported a compensatory arrangement or officer/director change: Certain Officers. (c) On June 16, 2026, the board of directors of the Company (the “Board”) promoted Cory Anderson from the position of Senior Vice President, Chief Technology Officer to the position of Executive Vice President, General Manager of Greenbrook effective July 1, 2026 (the “Anderson Promotion Date”). There is no arrangement or understanding between Mr. Anderson and any other person pu.

+ 26 other (5 8-Ks · 3 13Gs · 3 SC 13D/As · 3 3s) in window

Recent news

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

Neuronetics, Inc. (STIM) Q2 2026 Earnings Call Transcriptseekingalpha.com·20d agoNeuronetics Q2 Earnings Call Highlightsmarketbeat.com·20d agoNeuronetics (STIM) Reports Q2 Loss, Beats Revenue Estimateszacks.com·21d agoNeuronetics and Jorey Chernett Announce Shared Visionglobenewswire.com·29d agoNeuronetics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·31d ago

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