CARL · Carlsmed, Inc.
$14.32
+0.33 (+2.36%)
At close · Aug 14
Market Cap
$390.98M
Shares
27.30M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$14.32
Open$14.08
Day$13.80–14.50
52W close$8.83–16.99
Avg vol 30d146K
Short int1.4M · 5.0% float · 15.2d
Short vol24%
Last earningsAug 5, 2026
DataJul 2025–Aug 2026
Filing10-Q · Aug 5
Up next
Next earnings call
Oct 25, 2026
Est · unconfirmed
· in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 5, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Buy
Momentum
Strong
Sentiment
Neutral
Fundamentals
Excellent
Quant / Vol
Very High
Market backdrop
VIX 14.3 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+20%
above
Price vs 50-day avg
+21%
above
RSI (14)
71
overbought
MACD trend
Positive
52-week position
67%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+23%
trailing
6-month return
+10%
trailing
YTD return
+16%
this year
Relative strength
−4%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $12 › 200d $12 — 200d above 50d
Institutional flow
Accumulating
+11% holders QoQ · +23 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
5.04% of float · ▲ +1.4% MoM · 15.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
73 holders — near 1-yr high, broad support
Squeeze score
75
high risk · 0–100
Fundamentals
Revenue growth
+86%
Y/Y
Gross margin
75%
expanding
EPS growth
+65%
Y/Y
Free cash flow
$-29.6M
Balance sheet
$70.4M
net cash
Quant / Vol
risk profile
Volatility
73%
annualized · 1-yr
Max drawdown
−48%
past year
ATR
5.3%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 5, 2026
Revenue
· full year 2026
$74M – $78M
Prior guidance
period ended
· from the 8-K filed Nov 6, 2025
Revenue
· full year 2025
$49M – $50M
Guided vs delivered
· last 1 settled
Revenue
full year 2025
guided $49M – $50M
$50.51M
Beat +2.0%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+20%
Bullish
Price vs 50-day avg
+21%
Bullish
RSI (14)
71
Bearish
MACD trend
Positive
Bullish
52-week position
67%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $12 › 200d $12 — 200d above 50d
Institutional flow
Accumulating
+11% holders QoQ · +23 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
5.04% of float · ▲ +1.4% MoM · 15.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
73 holders — near 1-yr high, broad support
Price context
position in its 52-week range
Range low $9
Now $14 · 67%
Range high $17
vs 200-day avg +20%
vs 50-day avg +21%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | -$8.6M | the second quarter of 2026 | — |
|
|
|||
| increase in total surgeon user base over the prior year | 61% | FY2025 | — |
| new surgeon users added in 2025 | 101 | FY2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Health Information Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CARL
this stock
Carlsmed, Inc.
|
$390.98M | +16.0% | +85.9% | — | 5.0% |
|
VEEV
Veeva Systems Inc
|
$39.60B | +9.2% | +28.1% | 43.2 | 4.5% |
|
PMDIY
Pro Medicus Ltd./ADR
|
$14.08B | -18.8% | — | — | 0.0% |
|
BTSG
BrightSpring Health Services, Inc.
|
$12.21B | +64.8% | +28.2% | 37.4 | 4.2% |
|
TEM
Tempus AI, Inc.
|
$9.40B | -11.8% | +83.4% | — | 18.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CARL | +3.6% | +22.8% | +9.7% | +13.7% | +16.0% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +3.2% | +18.4% | -4.0% | +9.8% | +2.1% |
Key facts
CIK
1794546
CUSIP
14280C105
13F (30d)
70 filings
70 filers
Visit website
Investor relations