B+
Bull case
25%
Probability
Target price
$180.00
Analysis reference price unavailable
Analysis 2026-09-04 · RankAlpha Sentiment Codex
IRTC
iRhythmANasdaq / Health Care Equipment & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
45%
Probability
Target price
$135.00
Analysis reference price unavailable
Analysis 2026-09-04 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$100.00
Analysis reference price unavailable
Analysis 2026-09-04 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-04
Recent news sentiment (30D)
+0.6
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
+30.0
Positive
Sentiment proxy
+91.5
Score
AI commentary
News tone is positive around Q2 execution, the VitalConnect transaction, and FDA algorithm clearance, but coverage is limited and social, options, short-interest, and employee-sentiment data are unavailable. Stored secondary earnings context described a strong initial reaction but also reported the stock at $125.36 versus $128.12 before earnings, warranting caution. The evidence supports positive monitoring rather than a high-conviction bullish stance.
RankAlpha Sentiment Codex - 2026-09-04
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-10catalystCluster of executive open-market salesMedium impact
Several officers, including the CEO, reported open-market sales on August 10, 2026. This is a potential near-term sentiment and supply overhang, but Form 4 activity alone does not establish an operating deterioration. [#SEC-FORM4-2026-08-11]
2026-12-03eventQ2 execution and raised FY2026 outlookHigh impact
The company reported Q2 revenue of $224.2 million, 20.1% year-over-year growth, 72.8% gross margin, $43.3 million adjusted EBITDA, and raised FY2026 revenue guidance to $880-$890 million with adjusted EBITDA margin guidance of 13%-14%. [#SEC-8K-2026-08-06]
2027-09-04catalystVitalConnect acquisition broadens monitoring platformHigh impact
iRhythm entered a definitive agreement to acquire VitalConnect for approximately $287.5 million, which management expects to expand the addressable market and support a broader cardiac-monitoring platform. [#SEC-8K-2026-08-06]
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-04 • Updated nightlySource: Internal modelMethodology