B+
Bull case
25%
Probability
Target price
$52.00
Analysis reference price unavailable
Analysis 2026-07-28 · RankAlpha Sentiment Codex
ATRC
AtriCureDNasdaq / Health Care Equipment & Services
Last Price
Quote time unavailable
Current thesis
The Q2 print supports a constructive view: double-digit revenue growth, materially stronger profitability, positive cash generation, and product-led U.S. demand provide evidence of improving operating leverage.
Posture
Defensive
Lead driver
Value
What changed
2 setup hits (3d) with net bullish as of 2026-10-28.
What can break
A reversal in product adoption or gross-margin expansion could weaken the current thesis.
Momentum
95
Value
48
Sentiment
31
Setup hits (3d)
2 · Net Bullish
AI TargetsBase $44.00 · Bull $52.00 · Bear $30.00Analysis 2026-07-28; returns require an exact persisted reference.
Earnings
2026-11-03 · AMC
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-28 • Vendor: Data Vendor v1
Scores
As of 2026-10-28 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-28 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-10-28
Investment thesis
As of 2026-10-28
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-28. Definitions
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Bullish
Target $58.50
Why
Momentum95 · Δ7d +1.2
Value48 · Δ7d -0.1
Sentiment31 · Δ7d -4.7
So what
Weak posture (Net Bullish). Prioritize risk control and patience.
Confirming evidence
- • 2 setup hits (3d) with net bullish as of 2026-10-28.
- • Next scheduled catalyst: earnings 2026-11-03 · AMC.
- • Value remains the lead driver in the composite, 7D delta -0.1.
Contradictions & invalidation
- • A reversal in product adoption or gross-margin expansion could weaken the current thesis.
- • Clinical-trial timing and readout outcomes are uncertain.
- • MIS ablation remains exposed to PFA competition, international performance is uneven, UK reimbursement is a concern, and appendage-management competition may intensify.
Catalyst clock
2026-11-03 · AMC
Q2 beat, guidance support, and volatile post-print reaction
Lead driver: Value · See fundamentals
Momentum
95
8% active weight
Current posture
7d trendFlat
Δ7d
+1.2
Δ21d
-0.3
Value
48
47% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-0.5
Sentiment
31
45% active weight
Current posture
7d trendSoftening
Δ7d
-4.7
Δ21d
-15.1
Why this grade
Composite grade D. Momentum 95.0 / Value 48.3 / Sentiment 31.0
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-07-28. Scenario method
Most likely
B
Base case
55%
Probability
Target price
$44.00
Analysis reference price unavailable
Analysis 2026-07-28 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$30.00
Analysis reference price unavailable
Analysis 2026-07-28 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-10-28
Fundamentals (TTM)
As of 2026-10-28
Market Cap
$3.12B
Beta
1.42
Shares Out
50.87M
P/E (TTM) · Derived
-256.1
P/S (TTM)
3.89
P/FCF (TTM)
125.89
Rev YoY
+12.8%
EPS YoY
-241.2%
Gross Margin
+75.8%
Op Margin
+2.4%
Net Debt
-$90.93M
Current Ratio
4.22
As of 2026-10-28 • Updated nightlySource: Internal modelMethods & Data