SMTI

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved first full quarter as a pure-play surgical company, resulting in 19% revenue growth and a breakthrough to GAAP net profitability. Performance was driven by increased market penetration of soft tissue repair products, specifically CellerateRX and BIASURGE, despite seasonal headwinds. Overcame a three-day weather-related shipping shutdown in January to record the strongest sales month in company history in March (excluding one-time hurricane-related benefits in 2024). Expanded the commercial footprint by growing the sales team to 43 reps and increasing the distributor network to over 450 partners. Management attributes the improved financial model to the elimination of reimbursement risk by focusing exclusively on the surgical setting. Gross margin expansion of 100 basis points was supported by geographic expansion and a favorable product mix within independent distribution networks. Reiterated full-year 2026 revenue guidance of $116 million to $121 million, assuming a blended growth rate of 13% to 17%. Q2 2026 revenue is projected between $28.5 million and $29.5 million, reflecting typical seasonal procedure volume trends. The synthetic injectable bone-void filler, OsStic, remains on track for a market introduction in the first quarter of 2027. Capital allocation is shifting toward organic growth and R&D, funded by improving free cash flow and the ability to service debt entirely in cash. Future R&D spending is expected to normalize within industry standards of 5% to 7% of sales to support next-gen product enhancements. Transitioned to paying debt service entirely in cash rather than payment-in-kind, signaling a significant milestone in cash flow generation. Operating expenses increased 12% year-over-year, primarily due to higher SG&A related to sales team expansion and commissions. Other expenses rose to $2.2 million, impacted by higher interest fees on the CRG term loan and losses from equity method investments. The company maintains a high gross margin of 93%, which management views as sustainable due to the lack of exposure to reimbursement fluctuations. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management noted that new sales hires typ...

This article first appeared on GuruFocus. Release Date: May 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Sanara MedTech Inc (NASDAQ:SMTI) reported a 19% revenue growth in Q1 2026 compared to Q1 2025, driven by increased sales of soft tissue repair products. The company achieved GAAP net profitability with a net income of $0.4 million or $0.04 per diluted share. Gross margin improved by approximately 100 basis points to 93% of net revenue, indicating strong operational efficiency. Sanara MedTech Inc (NASDAQ:SMTI) expanded its sales team to 43 representatives and increased its distributor network to over 450, enhancing market reach. The company is not subject to reimbursement risk due to its focus on the surgical setting, providing a predictable and reliable revenue stream. The first quarter is historically the slowest sales period, and a three-day weather-related shutdown in January impacted operations. Operating expenses increased by 12% year-over-year, primarily due to higher selling, general, and administrative expenses. R&D expenses decreased, which could impact future innovation and product development. The company has $46.2 million in long-term debt, slightly up from $46 million at the end of 2025, indicating a need for careful debt management. Higher interest expenses and fees related to term loans and equity method investments contributed to increased other expenses. Warning! GuruFocus has detected 6 Warning Signs with SMTI. Is SMTI fairly valued? Test your thesis with our free DCF calculator. Q: Could you break out what was the strongest contributor to the first quarter's outperformance? Was it core accelerate execution by a surge within the Vizient GPO, or did new reps contribute as well? A: The new hires are still in training, and their impact typically takes about six months post-training. The strong performance was due to a clear focus on being a surgical pure play, which was well-received by the team and distributor network. The Vizient contract, although new, is starting to show positive results. Celerate and Biosearch products continue to perform well, with increased penetration in existing and new facilities. Q: Given the strong execution and tailwinds, why was the guidance left unchanged instead of being raised? A: The goal is to replicate Q4's high volume of procedures. The re...

Net Revenue Growth of 19% and Net Profitability from Continuing Operations of $0.04 Per Fully Diluted Share for the Quarter FORT WORTH, TX, May 11, 2026 (GLOBE NEWSWIRE) -- Sanara MedTech Inc. (“Sanara,” “Sanara MedTech,” the “Company,” “we,” “our” or “us”) (Nasdaq: SMTI), a medical technology company focused on developing and commercializing transformative technologies to improve clinical outcomes and reduce healthcare expenditures in the surgical market, today reported its financial results for the first quarter ended March 31, 2026. First Quarter 2026 Financial Summary(1) Net revenue increased 19% to $27.8 million, compared to $23.4 million in the first quarter of 2025. Gross profit of $25.9 million, or 93% of net revenue, compared to gross profit of $21.6 million, or 92% of net revenue, in the first quarter of 2025. Operating income of $2.6 million, compared to operating income of $0.8 million in the first quarter of 2025. Net income from continuing operations of $0.4 million, or $0.04 per diluted share, compared to net loss from continuing operations of $0.6 million, or $0.07 per diluted share, in the first quarter of 2025. Adjusted EBITDA(2) of $4.3 million, compared to $2.7 million in the first quarter of 2025. Cash of $13.6 million and $46.2 million of long-term debt at March 31, 2026, compared to $16.6 million of cash and $46.0 million of long-term debt at December 31, 2025. (1) As a result of the Company’s strategic realignment, the operations of Tissue Health Plus (“THP”), which were previously reported as the THP segment, have been classified as discontinued operations in Sanara’s financial statements for the three months ended March 31, 2026 and 2025. (2) Adjusted EBITDA is a non-GAAP financial measure. See the discussion and the reconciliation at the end of this release for additional information. Management Comments Seth Yon, President and Chief Executive Officer of Sanara, commented, “The first quarter of 2026 is the first full quarter in which the Company was entirely focused on the surgical market, and the results reflected strong execution. We delivered net revenue growth of 19% and gross margin improvement, and achieved GAAP net profitability, a reflection of the strength of our sharpened focus and enhanced financial model. We’re particularly encouraged by these results given that the first quarter is historically our slowest sales period...

This article first appeared on GuruFocus. Sanara MedTech Inc (NASDAQ:SMTI) is set to release its Q1 2026 earnings on May 12, 2026. The consensus estimate for Q1 2026 revenue is $26.80 million, and the earnings are expected to come in at -$0.04 per share. The full year 2026's revenue is expected to be $117.30 million, and the earnings are expected to be $0.16 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 6 Warning Signs with SMTI. Is SMTI fairly valued? Test your thesis with our free DCF calculator. Revenue estimates for Sanara MedTech Inc (NASDAQ:SMTI) have increased from $116.85 million to $117.30 million for the full year 2026, while for 2027, they have declined from $133.40 million to $132.40 million over the past 90 days. Earnings estimates have declined from $0.25 per share to $0.16 per share for the full year 2026 and remained flat at $0.63 per share for 2027 over the past 90 days. In the previous quarter ending on December 31, 2025, Sanara MedTech Inc's (NASDAQ:SMTI) actual revenue was $27.55 million, which beat analysts' revenue expectations of $27.40 million by 0.53%. Sanara MedTech Inc's (NASDAQ:SMTI) actual earnings were -$0.19 per share, which missed analysts' earnings expectations of $0.11 per share by -272.73%. After releasing the results, Sanara MedTech Inc (NASDAQ:SMTI) was down by -1.42% in one day. Based on the one-year price targets offered by 2 analysts, the average target price for Sanara MedTech Inc (NASDAQ:SMTI) is $34.00, with a high estimate of $36.00 and a low estimate of $32.00. The average target implies an upside of 84.78% from the current price of $18.40. Based on GuruFocus estimates, the estimated GF Value for Sanara MedTech Inc (NASDAQ:SMTI) in one year is $53.70, suggesting an upside of 191.85% from the current price of $18.40. Based on the consensus recommendation from 2 brokerage firms, Sanara MedTech Inc's (NASDAQ:SMTI) average brokerage recommendation is currently 2.0, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

ICU Medical (ICUI) came out with quarterly earnings of $1.97 per share, beating the Zacks Consensus Estimate of $1.78 per share. This compares to earnings of $1.72 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.67%. A quarter ago, it was expected that this medical device maker would post earnings of $1.68 per share when it actually produced earnings of $1.91, delivering a surprise of +13.69%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. ICU Medical, which belongs to the Zacks Medical - Products industry, posted revenues of $525.77 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.12%. This compares to year-ago revenues of $599.49 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. ICU Medical shares have lost about 16.2% since the beginning of the year versus the S&P 500's gain of 7.6%. While ICU Medical has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for ICU Medical was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (S...

Insulet (PODD) came out with quarterly earnings of $1.42 per share, beating the Zacks Consensus Estimate of $1.14 per share. This compares to earnings of $1.02 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +24.84%. A quarter ago, it was expected that this maker of insulin infusion systems would post earnings of $1.48 per share when it actually produced earnings of $1.55, delivering a surprise of +4.73%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Insulet, which belongs to the Zacks Medical - Products industry, posted revenues of $761.7 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.60%. This compares to year-ago revenues of $569 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Insulet shares have lost about 41.1% since the beginning of the year versus the S&P 500's gain of 6%. While Insulet has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Insulet was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks h...

Image source: The Motley Fool. Tuesday, March 24, 2026 at 8 a.m. ET Chief Executive Officer — Seth Yon Chief Financial Officer — Elizabeth Taylor Seth Yon: Thanks, operator, and welcome, everyone, to our fourth quarter and full year 2025 earnings call. Let me outline the agenda for today's call. I'll begin by reviewing several key financial accomplishments for the full year 2025. I'll then discuss our fourth quarter net revenue performance as well as our commercial execution across the three key initiatives, our commercial strategy. After this, I'll provide an update on a few other select areas of operational progress in the quarter. Elizabeth will cover our fourth quarter financial results in further detail and review our full year net revenue guidance for 2026, which we reaffirmed in our earnings release today. I'll then conclude our remarks with some thoughts on our positioning as we enter 2026, our strategic priorities for the year and our outlook before we open the call for questions. With that said, let's get started. Looking back at our financial performance for the full year 2025, I'd like to highlight several key accomplishments to demonstrate the significant progress we've made as an organization. First, we exceeded $100 million of net revenue for the first time in our company's history. Specifically, we generated $103.1 million of net revenue for the full year 2025, representing growth of 19% year-over-year. Importantly, we accomplished this impressive performance while maintaining the size of our field sales team with 40 representatives at the end of 2025. Our field sales headcount at the end of 2025 was essentially unchanged compared to the end of 2024, 2023 and 2022. Our performance demonstrates the strength of our hybrid commercial model, which includes both field sales reps and a growing network of independent distributor partners. Together, they raise awareness of our products and educate prospective surgeon customers on their benefits and clinical applications. Second, we drove significant improvements in our profitability profile on a year-over-year basis. Specifically, we expanded our gross margins by approximately 200 basis points to 93% for the full year 2025 and demonstrated notable operating leverage. We ultimately achieved a $1.5 million or 80% reduction in net loss from continuing operations and a $7.9 million or 86% improvement in...

FORT WORTH, TX, April 14, 2026 (GLOBE NEWSWIRE) -- Sanara MedTech Inc. (“Sanara,” the “Company”, “we,” “our” or “us”) (Nasdaq: SMTI), a medical technology company focused on developing and commercializing transformative technologies to improve clinical outcomes and reduce healthcare expenditures in the surgical market, announced today that it will report its first quarter 2026 financial results on Tuesday, May 12, 2026 before the U.S. financial markets open. The Company will host a conference call and webcast on May 12, 2026 at 8:00 a.m. Eastern Time to discuss the results of the quarter ended March 31, 2026 and hold a question and answer session at the end of the call. The toll-free number to call for this teleconference is 888-506-0062 (international callers: 973-528-0011) and the access code is 931324. A telephonic replay of the conference call will be available through Tuesday, May 26, 2026, by dialing 877-481-4010 (international callers: 919-882-2331) and entering the replay passcode: 53818. A live webcast of Sanara’s conference call is accessible by clicking here and will be made available under the ”Events” section of the Company’s Investor Relations website, https://ir.sanaramedtech.com/. An online replay will be available for approximately one year following the conclusion of the live broadcast. About Sanara MedTech Inc. Sanara MedTech Inc. is a medical technology company focused on developing and commercializing transformative technologies to improve clinical outcomes and reduce healthcare expenditures in the surgical market. The Company develops, markets and distributes surgical products to surgeons at hospitals and surgical centers. Each of the Company’s products and technologies are designed to achieve the goal of providing better clinical outcomes at a lower overall cost for patients. Sanara’s products are primarily sold in the North American surgical tissue repair market. Sanara markets and distributes CellerateRX® Surgical Activated Collagen® Powder, BIASURGE® Advanced Surgical Solution, FORTIFY TRG® Tissue Repair Graft and FORTIFY FLOWABLE® Extracellular Matrix, as well as a portfolio of advanced biologic products including: ACTIGEN® Verified Inductive Bone Matrix, ALLOCYTE® Plus Advanced Viable Bone Matrix, BiFORM® Bioactive Moldable Matrix and TEXAGEN® Amniotic Membrane Allograft to the surgical market. The Company believes it can drive it...

Achieved a record $103.1 million in net revenue for 2025, a 19% year-over-year increase, driven by the strength of a hybrid commercial model combining field sales and independent distributors. Successfully transitioned to a leaner, pure-play surgical company by substantially completing the wind-down of the Tissue Health Plus (THP) segment by year-end 2025. Expanded gross margins by approximately 200 basis points to 93% through favorable product mix in soft tissue repair and reduced manufacturing costs for CellerateRX Surgical. Grew the independent distributor network to over 450 contracted partners, up from 350 in 2024, to enhance surgeon education and market awareness. Increased health care facility penetration to over 1,450 locations, while identifying a significant growth runway within the 4,000+ facilities where products are already approved. Attributed fourth-quarter growth primarily to soft tissue products, noting that 2024 results were uniquely elevated by $1.8 million due to Hurricane Helene-related market disruptions. Reaffirmed full-year 2026 revenue guidance of $116 million to $121 million, assuming a growth rate of 13% to 17% as the company scales its surgical operations. Projected first-quarter 2026 revenue between $26.7 million and $27.2 million, reflecting a 14% to 16% year-over-year increase. Initiated targeted investments to expand the field sales team beyond the historical 40-representative baseline to capture untapped opportunities in key U.S. territories. Remains on track for the U.S. commercial launch of OsStic, a breakthrough synthetic bone bio-adhesive, in the first quarter of 2027. Anticipates no material cash spend related to the discontinued THP segment in 2026, improving overall corporate cash flow profile. Secured an Innovative Technology contract with Vizient, providing pre-negotiated access to BIASURGE for approximately 1,800 health care facilities starting January 2026. Recorded a $1.8 million non-cash impairment charge in Q4 2025 related to the write-down of intellectual property assets following the strategic shift away from non-surgical markets. Converted 11 provisional patent applications into non-provisional filings to strengthen the competitive moat around antimicrobial and collagen technologies. Reported $6.8 million in cash provided by operations for 2025, a significant turnaround from the $24,000 used in 2024, despite...

This article first appeared on GuruFocus. Full Year Net Revenue: $103.1 million, a 19% increase year-over-year. Fourth Quarter Net Revenue: $27.5 million, a 5% increase year-over-year. Gross Margin: Expanded by approximately 200 basis points to 93% for the full year 2025. Net Loss Reduction: $1.5 million or 80% reduction in net loss from continuing operations. Adjusted EBITDA Improvement: $7.9 million or 86% improvement, resulting in $17 million for the full year 2025. Cash Provided by Operations: $6.8 million for the full year 2025, compared to $24,000 used in 2024. Distributor Network: Expanded to over 450 contracted distributors by the end of 2025, up from over 350 in 2024. Healthcare Facilities: Selling into over 1,450 facilities by the end of 2025, up from over 1,300 in 2024. Fourth Quarter Gross Profit: $25.7 million, a 7% increase year-over-year. Fourth Quarter Operating Expenses: Increased by $2.8 million or 13% to $24.6 million. Fourth Quarter Operating Income: $1.1 million, compared to $2.3 million last year. Fourth Quarter Net Loss from Continuing Operations: $1.1 million or $0.13 per diluted share. Fourth Quarter Adjusted EBITDA: $4.7 million, compared to $4.1 million last year. Cash and Long-term Debt (as of December 31, 2025): $16.6 million of cash and $46 million of long-term debt. 2026 Net Revenue Guidance: Expected to range from $116 million to $121 million, representing growth of 13% to 17%. Warning! GuruFocus has detected 2 Warning Signs with SMTI. Is SMTI fairly valued? Test your thesis with our free DCF calculator. Release Date: March 24, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Sanara MedTech Inc (NASDAQ:SMTI) exceeded $100 million in net revenue for the first time, achieving $103.1 million for the full year 2025, marking a 19% year-over-year growth. The company improved its profitability profile, expanding gross margins by approximately 200 basis points to 93% for the full year 2025. Sanara MedTech Inc (NASDAQ:SMTI) achieved a significant reduction in net loss from continuing operations by 80% and improved adjusted EBITDA by 86%, resulting in $17 million for the full year 2025. The company generated $6.8 million of cash from operations in 2025, a substantial increase compared to $24,000 used in operations in 2024. Sanara MedTech Inc (NASDAQ:SMTI) expanded its network of d...

Sanara reported record 2025 net revenue of $103.1 million (up 19% YoY) with materially improved profitability — about 93% gross margin (~200 bps improvement), $17 million adjusted EBITDA (up 86%), $6.8 million cash from operations, and an 80% reduction in net loss from continuing operations. Commercial momentum accelerated as Sanara secured an Innovative Technology contract from Vizient for BIASURGE (providing access to ~1,800 facilities), grew contracted distributors to over 450, and sold into >1,450 healthcare facilities, while management sees deeper surgeon penetration as a major growth opportunity. Operationally the wind-down of THP is substantially complete with no material cash expected going forward, and the company reaffirmed 2026 net revenue guidance of $116 million to $121 million (~13–17% growth); the OsStic program is also on track for a Q1 2027 U.S. introduction with FDA Breakthrough Device designation. Interested in Sanara MedTech Inc.? Here are five stocks we like better. Sanara MedTech (NASDAQ:SMTI) reported fourth-quarter and full-year 2025 results highlighting record annual revenue, improved profitability, and progress in its transition to a “pure-play” surgical company following the wind-down of its Tissue Health Plus (THP) segment. President and CEO Seth Yon said the company exceeded $100 million in net revenue for the first time, generating $103.1 million in 2025 net revenue, up 19% year over year. Yon emphasized that the company delivered this growth while keeping its field sales team steady at 40 representatives at year-end, citing the performance of its hybrid commercial model that combines direct reps with a growing network of independent distributors. → Active ETFs Surge Past Passive, and These Are in the Lead Yon also pointed to improving profitability metrics in 2025, including an approximately 200 basis point improvement in gross margin to 93% for the full year. The company reduced its net loss from continuing operations by $1.5 million, or 80%, and improved adjusted EBITDA by $7.9 million, or 86%, to $17 million for the year, according to Yon. Sanara generated $6.8 million in cash provided by operations in 2025, a marked change from $24,000 of cash used in operations in 2024. Management attributed the improvement to operating performance and working capital management. → Macy’s Beats Expectations Again, But Guidance Spooks Inves...