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CARL

Carlsmed Inc

May 29 • 04:00PM ET

11.42

-0.39 -3.30 %

Healthcare • Health Information Services • USA • Small • NASD

Peers: DH SY SLP EVH HCAT PHR CERT TDOC OMCL BFRG

| Held by: IWM VTI VXF IWO VTWO IWC IWN VTWG RSSL VTWV

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Index	RUT	P/E	-	EPS (ttm)	-1.23	Insider Own	66.20%	Shs Outstand	27.18M	Perf Week	-9.72%
Market Cap	310.45M	Forward P/E	-	EPS next Y	-1.44	Insider Trans	-1.09%	Shs Float	9.19M	Perf Month	29.33%
Enterprise Value	230.58M	PEG	-	EPS next Q	-0.39	Inst Own	15.16%	Short Float	7.07%	Perf Quarter	-21.62%
Income	-32.60M	P/S	5.50	EPS this Y	31.32%	Inst Trans	4.17%	Short Ratio	4.02	Perf Half Y	-22.58%
Sales	56.44M	P/B	3.36	EPS next Y	1.37%	ROA	-36.92%	Short Interest	0.65M	Perf YTD	-7.53%
Book/sh	3.39	P/C	3.20	EPS next 5Y	20.88%	ROE	-52.43%	52W High	17.19 -33.57%	Perf Year	-
Cash/sh	3.57	P/FCF	-	EPS past 3/5Y	-26.24% -	ROIC	-29.98%	52W Low	8.50 34.35%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	91.47% -	Gross Margin	75.89%	Volatility	6.11% 7.21%	Perf 5Y	-
Dividend TTM	-	EV/Sales	4.09	EPS Y/Y TTM	-30.02%	Oper. Margin	-60.48%	ATR (14)	0.76	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	11.67	Sales Y/Y TTM	74.90%	Profit Margin	-57.76%	RSI (14)	56.18	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	11.88	EPS Q/Q	-36.08%	SMA20	6.75%	Beta	-	Target Price	18.40
Payout	-	Debt/Eq	0.19	Sales Q/Q	58.17%	SMA50	11.36%	Rel Volume	0.64	Prev Close	11.81
Employees	127	LT Debt/Eq	0.18	Earnings	May 05 AMC	SMA200	-7.87%	Avg Volume	161.41K	Price	11.42
IPO	Jul 23, 2025	Option/Short	No / Yes	EPS/Sales Surpr.	15.79% 7.84%	Trades		Volume	103,831	Change	-3.30%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-18-25	Initiated	Truist	Buy	$18
Aug-18-25	Initiated	Piper Sandler	Overweight	$18
Aug-18-25	Initiated	Goldman	Buy	$19
Aug-18-25	Initiated	BTIG Research	Buy	$21
Aug-18-25	Initiated	BofA Securities	Buy	$16

May-05-26 04:01PM	Carlsmed Reports First Quarter 2026 Financial Results (GlobeNewswire) +10.31%
Apr-28-26 04:01PM	Carlsmed, Inc. To Participate in Upcoming Investor Conferences (GlobeNewswire) -8.01%
Apr-14-26 08:00AM	Carlsmed Inc. to Report First Quarter 2026 Financial Results on May 5, 2026 (GlobeNewswire) +7.63%
Apr-01-26 04:01PM	Carlsmed, Inc. To Participate in the 25th Annual Needham Virtual Conference (GlobeNewswire) +6.41%
Mar-07-26 08:32AM	Carlsmed Unveils Personalized Spine Platform, Targets $70M-$75.5M 2025 Revenue at Conference (MarketBeat)
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Feb-26-26 12:07AM	Carlsmed Q4 Earnings Call Highlights (MarketBeat) +15.92%
12:03AM	Carlsmed Inc (CARL) Q4 2025 Earnings Call Highlights: Record Revenue Growth Amidst Financial ... (GuruFocus.com)
Feb-25-26 04:01PM	Carlsmed Reports Fourth Quarter and Full Year 2025 Financial Results (GlobeNewswire)
Feb-23-26 04:01PM	Carlsmed, Inc. To Participate in the 2026 Canaccord Genuity Musculoskeletal Conference (GlobeNewswire)
Feb-19-26 04:51AM	Carlsmed Unveils Custom Cervical Plating Tech (Benzinga) +5.57%
Feb-18-26 04:05PM	Carlsmed Announces first corra personalized Cervical Plating Procedure (GlobeNewswire) +5.99%
Feb-11-26 04:01PM	Carlsmed Inc. to Report Fourth Quarter and Full Year 2025 Financial Results on February 25, 2026 (GlobeNewswire) -5.15% -5.78%
Feb-10-26 09:00AM	Carlsmed Announces First aprevo Bi-lateral Posterior Lumbar Interbody Fusion Procedure (GlobeNewswire)
Jan-12-26 08:05AM	Carlsmed Announces Preliminary Revenue for the Fourth Quarter and Full Year 2025 (GlobeNewswire) +13.79%
Jan-06-26 04:05PM	Carlsmed aprevo Lumbar 2-year Data Published in Global Spine Journal (GlobeNewswire)
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Dec-16-25 04:01PM	Carlsmed, Inc. To Participate in the J.P. Morgan 2026 Healthcare Conference (GlobeNewswire)
Dec-09-25 07:28AM	CARL Launches Aprevo Cervical Platform for Personalized Spine Surgery (Zacks) +5.12%
Dec-03-25 07:00AM	Carlsmed Announces U.S. Launch of its aprevo Technology Platform for Cervical Fusion Surgeries at the Cervical Spine Research Society (CSRS) 53rd Annual Meeting (GlobeNewswire) +12.44%
Nov-19-25 04:01PM	Carlsmed, Inc. To Participate in the Piper Sandler 37th Annual Healthcare Conference (GlobeNewswire)
Nov-06-25 04:01PM	Carlsmed Reports Third Quarter 2025 Financial Results and Raises Full-Year Guidance (GlobeNewswire) +14.89%
Oct-23-25 04:01PM	Carlsmed Inc. to Report Third Quarter 2025 Financial Results on November 6, 2025 (GlobeNewswire) -6.34%
Sep-29-25 09:00AM	Carlsmed, Inc. Appoints Jennifer Kamocsay as Chief Legal Officer and Secretary (GlobeNewswire)
Sep-22-25 09:00AM	Carlsmed, Inc. Selected for Inclusion in Russell 2000 Index (GlobeNewswire)
Sep-12-25 06:02AM	Heres Goldman Sachs Next S&P 500 Target Plus 2 Top Stock Picks (TipRanks) +7.64%
Aug-28-25 06:09PM	UPDATE - Carlsmed Reports Second Quarter 2025 Financial Results (GlobeNewswire)
04:01PM	Carlsmed Reports Second Quarter 2025 Financial Results (GlobeNewswire)
Aug-18-25 02:25PM	Carlsmed's Personalized Spine Implants Get Significant Reimbursement Advantage (Benzinga)
09:33AM	CVS Health upgraded, Occidental downgraded: Wall Street's top analyst calls (The Fly)
Aug-14-25 09:05AM	Carlsmed Inc. to Report Second Quarter 2025 Financial Results on August 28, 2025 (GlobeNewswire)
Aug-01-25 09:05AM	Carlsmed's aprevo Personalized Interbody Implants Receive CMS New Technology Add-On Payment (NTAP) for Cervical Fusion Procedures (GlobeNewswire)
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Jul-28-25 09:05AM	Carlsmed's aprevo Powers First Personalized Cervical Spine Surgery (GlobeNewswire)
Jul-22-25 08:03PM	Carlsmed Announces Pricing of Initial Public Offering (Business Wire)
07:20PM	Carlsmed Announces Launch of Initial Public Offering (Business Wire)

Carlsmed, Inc. engages in the development of AI based technology solutions to the medical industry. Its solutions are utilized as an information database for surgeons using traditional surgical techniques. The company was founded by Mike Cordonnier and Niall Casey and is headquartered in Carlsbad, CA.

Co-FounderMr. Michael John Cordonnier

Co-FounderMr. Niall Patrick Casey J.D.

CFO & TreasurerMr. Leonard M. Greenstein J.D.

Chief Commercial OfficerMr. William Durall

Chief Technology OfficerMr. Shariq Hussain

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Cordonnier Michael	CEO, President	Mar 03 '26	Option Exercise	1.02	193,831	198,555	1,550,477	Mar 04 04:05 PM
Cordonnier Michael	CEO, President	Mar 02 '26	Option Exercise	0.34	197,855	66,281	1,554,501	Mar 04 04:05 PM
Cordonnier Michael	CEO, President	Mar 02 '26	Sale	13.29	197,855	2,629,889	1,356,646	Mar 04 04:05 PM
Cordonnier Michael	Officer	Mar 02 '26	Proposed Sale	13.29	197,855	2,629,881		Mar 02 04:54 PM
B CAPITAL GROUP MANAGEMENT, L.	10% Owner	Jul 24 '25	Buy	15.00	1,333,333	19,999,995	5,013,839	Jul 24 08:51 PM
Sidow Kevin	Director	Jul 24 '25	Buy	15.00	13,333	199,995	59,566	Jul 24 08:32 PM
Mittendorff Robert II	Director	Jul 24 '25	Buy	15.00	1,333,333	19,999,995	5,013,839	Jul 24 08:31 PM
ROOT JONATHAN D	Director	Jul 24 '25	Buy	15.00	466,666	6,999,990	483,999	Jul 24 08:27 PM
YOUNG PHILIP M	Director	Jul 24 '25	Buy	15.00	59,999	899,985	53,333	Jul 24 08:25 PM

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CARL

Carlsmed Inc

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