Investors in AtriCure, Inc. (ATRC - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Oct. 16, 2026 $25.00 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for AtriCure shares, but what is the fundamental picture for the company? Currently, AtriCure is a Zacks Rank #2 (Buy) in the Medical - Products industry that ranks in the Top 38% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while one analyst has revised the estimate downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from 3 cents per share to 1 cent in that period.
Given the way analysts feel about AtriCure right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
Have you been paying attention to shares of AtriCure (ATRC - Free Report) ? Shares have been on the move with the stock up 25.1% over the past month. The stock hit a new 52-week high of $55.72 in the previous session. AtriCure has gained 35.8% since the start of the year compared to the 1.6% move for the Zacks Medical sector and the -20.6% return for the Zacks Medical - Products industry.
What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the last four quarters. In its last earnings report on July 23, 2026, AtriCure reported EPS of $0.18 versus consensus estimate of $0.03.
For the current fiscal year, AtriCure is expected to post earnings of $0.29 per share on $605.88 in revenues. This represents a 363.64% change in EPS on a 13.35% change in revenues. For the next fiscal year, the company is expected to earn $0.45 per share on $681.96 in revenues. This represents a year-over-year change of 55.17% and 12.56%, respectively.
Valuation MetricsAtriCure may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.
On this front, we can look at the Zacks Style Scores, as they provide investors with an additional way to sort through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style.
AtriCure has a Value Score of D. The stock's Growth and Momentum Scores are A and D, respectively, giving the company a VGM Score of B.
In terms of its value breakdown, the stock currently trades at 185.3X current fiscal year EPS estimates, which is a premium to the peer industry average of 20.4X. On a trailing cash flow basis, the stock currently trades at 171.7X versus its peer group's average of 12.1X. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.
Zacks RankWe also need to consider the stock's Zacks Rank, as this is even more important than the company's VGM Score. Fortunately, AtriCure currently has a Zacks Rank of #2 (Buy) thanks to rising earnings estimates.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if AtriCure fits the bill. Thus, it seems as though AtriCure shares could have potential in the weeks and months to come.
How Does ATRC Stack Up to the Competition?Shares of ATRC have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is FitLife Brands Inc. (FTLF - Free Report) . FTLF has a Zacks Rank of #2 (Buy) and a Value Score of A, a Growth Score of B, and a Momentum Score of B.
Earnings were strong last quarter. FitLife Brands Inc. beat our consensus estimate by 11.11%, and for the current fiscal year, FTLF is expected to post earnings of $0.87 per share on revenue of $106.42 million.
Shares of FitLife Brands Inc. have gained 0.7% over the past month, and currently trade at a forward P/E of 11.23X and a P/CF of 8.38X.
The Medical - Products industry is in the top 39% of all the industries we have in our universe, so it looks like there are some nice tailwinds for ATRC and FTLF, even beyond their own solid fundamental situation.
MASON, Ohio--(BUSINESS WIRE)--AtriCure, Inc. (Nasdaq: ATRC), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management, and post-operative pain management, today announced that the company will be participating in the upcoming 2026 Wells Fargo Health Care Conference. AtriCure's management is scheduled to participate in a fireside chat on Tuesday, September 8, 2026, at 10:15 a.m. Eastern Standard Time. Interested parties may a.
For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Has AtriCure (ATRC - Free Report) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.
AtriCure is one of 912 individual stocks in the Medical sector. Collectively, these companies sit at #7 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.
The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. AtriCure is currently sporting a Zacks Rank of #1 (Strong Buy).
Over the past 90 days, the Zacks Consensus Estimate for ATRC's full-year earnings has moved 123.1% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend.
Based on the latest available data, ATRC has gained about 21.8% so far this year. Meanwhile, the Medical sector has returned an average of 5.9% on a year-to-date basis. This means that AtriCure is performing better than its sector in terms of year-to-date returns.
Another stock in the Medical sector, Aveanna Healthcare (AVAH - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 66.7%.
Over the past three months, Aveanna Healthcare's consensus EPS estimate for the current year has increased 25%. The stock currently has a Zacks Rank #2 (Buy).
To break things down more, AtriCure belongs to the Medical - Products industry, a group that includes 84 individual companies and currently sits at #92 in the Zacks Industry Rank. On average, this group has lost an average of 14.9% so far this year, meaning that ATRC is performing better in terms of year-to-date returns.
In contrast, Aveanna Healthcare falls under the Medical - Outpatient and Home Healthcare industry. Currently, this industry has 14 stocks and is ranked #52. Since the beginning of the year, the industry has moved +24.9%.
Investors with an interest in Medical stocks should continue to track AtriCure and Aveanna Healthcare. These stocks will be looking to continue their solid performance.
AtriCure is building a broader surgical platform across appendage management, ablation, and postoperative pain care. They have AtriClip, EnCompass, and cryoSPHERE. These products give them a diversified revenue base. However, we've already seen that catheter-based PFA competition could certainly pressure their growth and margin potential, which is a risk worth considering.
AtriCure NASDAQ: ATRC said it is seeing continued growth across its atrial fibrillation, left atrial appendage management and postsurgical pain-management businesses, supported by new product adoption, expanding procedure volumes and progress in clinical trials.
Speaking at the Canaccord Genuity Global Growth Conference, President and CEO Mike Carrel said the company focuses on treating complex atrial fibrillation, or AFib, and pain after surgery. Its portfolio includes ablation products, AtriClip devices for managing the left atrial appendage to reduce stroke risk, and cryoablation technology designed to temporarily block pain signals after invasive procedures.
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Carrel said AtriCure has produced approximately 18% compound annual growth over the past five years and has begun generating profit and cash flow. He cited 77% gross margin in the most recent quarter and net income for a third consecutive quarter. The company has guided for annual revenue of roughly $602 million to $610 million, he said, while its long-range plan calls for $1 billion in revenue and 20% adjusted EBITDA by 2030.
Pain-management franchise drives volume growth CFO Angela Wirick said thoracic procedures remained the primary growth driver in AtriCure’s U.S. pain-management business during the second quarter. The launch of the cryoSPHERE MAX product, which cuts freeze time for certain procedures in half, has accelerated procedure volumes, she said.
Wirick said pain-management volume rose about 25% during the quarter, while the number of accounts grew approximately 12%, indicating that surgeons are using the technology in more procedures within existing accounts. She said market penetration is around 20% in thoracic procedures and remains substantially lower in sternotomy and amputation applications.
Carrel said the company has more than 2,000 systems installed in thoracic centers across the U.S. and more than 100 field personnel across clinical and sales roles supporting the pain business. He said the company views its installed infrastructure, clinical knowledge and field presence as competitive barriers, alongside its ability to manufacture systems at scale.
The company is also expanding cryotherapy into amputations through its cryoXT device. Carrel described the amputation opportunity as being in its early stages, while Wirick said AtriCure sees favorable momentum across pain-management applications.
Margins supported by product mix Wirick said product mix was the largest contributor to the company’s 77% gross margin in the latest quarter, as newer U.S. product launches represented a higher share of revenue and carried favorable margins. Geographic mix also contributed, she said, as U.S. margins are higher than those generated in international markets.
She said a new manufacturing facility is expected to come online during the current quarter, which could bring gross margin back toward the 76% range in the near term. Still, Wirick said AtriCure believes it has a path to continued margin improvement through the rest of the decade as it introduces new products and pursues manufacturing efficiencies.
While the company expects higher research and development spending in the second half of the year due to clinical-trial costs, Wirick said management continues to see a path to improved adjusted EBITDA. The company also expects only incremental sales-force investments as it prepares for potential market expansion from trial data, rather than a major increase in headcount.
Clinical trials could expand addressable market Carrel highlighted two major cardiac-surgery trials: LeAAPS, evaluating stroke reduction through prophylactic left atrial appendage management, and BoxX-NoAF, studying whether ablation can reduce postoperative AFib in cardiac-surgery patients.
LeAAPS enrolled 6,573 patients and is event-driven. Carrel said the study has passed 50% of its targeted events and is tracking ahead of the company’s original expectations, although he said AtriCure cannot provide a specific timing estimate for efficacy data. The company expects data by the end of the decade and said safety results have included zero device-related events in the trial.
BoxX-NoAF, a 1,000-patient trial, enrolled about 50% faster than expected, according to Carrel. AtriCure now expects full enrollment by the end of the year and data by the middle of next year. Carrel said positive results on the trial’s postoperative AFib endpoint could change usage patterns and support a label change, citing the clinical and hospital-resource burden associated with postoperative AFib.
Carrel said AtriCure estimates it has penetrated around one-third or less of the U.S. cardiac-surgery market for AtriClip, leaving substantial room for expansion if LeAAPS data are favorable. He said international penetration is below 15%.
Competition and capital allocation On potential competition from larger medical-device companies, Carrel said their interest in the left atrial appendage market validates the size of the opportunity. He said AtriCure’s differentiation includes product innovation, a large body of clinical evidence and an established field organization focused on AFib and cardiac surgery.
Wirick said the company’s capital-allocation priorities are to strengthen its balance sheet and fund organic investments, including R&D and commercial opportunities. She said mergers and acquisitions are not a high priority because management sees significant internal growth opportunities.
About AtriCure (NASDAQ:ATRC)AtriCure, Inc is a medical device company focused on the development, manufacture and marketing of innovative therapies to treat atrial fibrillation (AF) and related conditions. Founded in 2000 and headquartered in Mason, Ohio, AtriCure has established itself as a leader in surgical ablation devices designed to interrupt the errant electrical pathways that cause AF. The company's solutions are used by cardiac surgeons and electrophysiologists to reduce the risk of stroke and improve patient outcomes in the treatment of both paroxysmal and persistent AF.
The company's product portfolio centers on its Synergy Surgical Ablation System, which delivers controlled radiofrequency energy in a minimally invasive format, and the cryoICE Cryoablation System, which offers an alternative ablation modality using precise freezing techniques.
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On August 11, 2026, AtriCure Inc (ATRC) shares rose 3.1% to a current price of $42.95, maintaining a strong performance in the market. Over the past week, the s
Karen Prange, a director of the company, sold 23,325 shares of common stock in AtriCure, Inc. (ATRC +4.81%) on August 5, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$138,283Shares sold3,564Post-transaction shares (directly held)22,809Post-transaction value$897,306.06Transaction value based on SEC Form 4 weighted average sale price ($38.80); post-transaction value based on August 5 market close ($39.34).
Key questionsWhat was the scale of this disposition relative to the director's total equity?
Prange reduced her direct equity holdings by 14% through this open-market sale, retaining 22,809 shares directly following the transaction.How does the transaction price compare to recent market performance?
The shares were sold at $38.80 per share, while the stock was priced at $39.34 at the August 5 market close.What are the current financial fundamentals of the company?
As of the August 6 market close, the company has a market capitalization of $2 billion and reported trailing twelve-month revenue of $569.6 million.Company OverviewMetricValueShare Price (as of market close 2026-08-06)$39.49Market Capitalization$2.0 billionRevenue (TTM)$569.6 millionCompany SnapshotAtriCure designs, manufactures, and markets specialized medical devices for the surgical treatment of cardiac tissue and intercostal nerves, including radiofrequency ablation technologies such as the Isolator Synergy Clamps and multifunctional surgical pens like the MAX Pen that enable surgeons to diagnose and treat cardiac arrhythmias.The company generates revenue through the sale of proprietary ablation and surgical devices to hospitals and surgical centers, leveraging its specialized technology platform to address unmet clinical needs in cardiac surgery and arrhythmia management.AtriCure serves cardiac surgeons and surgical teams across the United States, Europe, Asia, and other international markets, with its products integrated into standard surgical protocols for atrial fibrillation and other cardiac conditions.AtriCure is a focused medical device company with a $2.0 billion market capitalization and $569.6 million in TTM revenue, positioning itself as a specialized provider of cardiac surgical solutions. The company maintains a differentiated product portfolio centered on radiofrequency ablation technology, which provides competitive advantages in the treatment of cardiac arrhythmias and related conditions. With a global distribution network spanning multiple continents, AtriCure has established itself as a significant player in the cardiac surgery device market.
What this transaction means for investorsA director cutting 14% of their common stock holdings in one sale is a bit more than the usual haircut, but the timing takes some of the edge off, landing roughly two weeks after earnings, with shares well above a $25 price in June but just below where the stock closed the day of the transaction. Prange sold in the open market rather than to cover taxes, which makes it a genuine choice, but she kept nearly 23,000 shares, so ultimately, this reads as a director trimming after a strong report rather than heading for the door.
That report marked a real turn for the business. AtriCure grew second-quarter revenue 13% to $154 million and swung to $9 million in net income from a loss a year earlier, with its pain management franchise up 27% on adoption of its cryoSPHERE MAX probe. CEO Michael Carrel said the company "delivered solid second quarter results,” and management raised full-year revenue and profit guidance on the strength of it. For long-term holders, that profitability is important to watch because AtriCure spent years growing sales without consistent earnings, and a quarter that pairs the two matters more than one director trimming her position.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Maggie Yuen, a director at AtriCure, Inc. (ATRC +4.81%), reported a sale of 3,500 shares of common stock on August 5, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$134,470Shares sold3,500Post-transaction shares (directly held)14,015Post-transaction value$551,350.10Transaction value based on SEC Form 4 weighted average sale price ($38.42); post-transaction value based on August 05, 2026 market close ($39.34).
Key questionsWhat was the scale of the transaction relative to the insider's total position?
Yuen reduced her direct equity stake by 20%, bringing her total beneficial ownership to 14,015 shares. How does the execution price compare to recent market levels?
The 3,500 shares were sold at a weighted average price of $38.42, which was slightly below the $39.34 market close on the day of the transaction. Shares have shown relative stability, priced at $39.49 as of the August 6 market close.What is the company's current financial profile in the healthcare sector?
AtriCure is a medical device company with a market capitalization of $2.0 billion. The firm reported trailing twelve-month revenue of $569.6 million, maintaining a focus on specialized cardiac treatment technologies.Company OverviewMetricValueShare Price (as of market close 2026-08-06)$39.49Market Capitalization$2.0 billionRevenue (TTM)$569.6 millionCompany SnapshotAtriCure designs, manufactures, and markets specialized medical devices for the surgical treatment of cardiac tissue and intercostal nerves, including radiofrequency ablation technologies such as the Isolator Synergy Clamps and multifunctional surgical pens like the MAX Pen that enable surgeons to diagnose and treat cardiac arrhythmias.The company generates revenue through the sale of proprietary ablation and surgical devices to hospitals and surgical centers, leveraging its specialized technology platform to address unmet clinical needs in cardiac surgery and arrhythmia management.AtriCure serves cardiac surgeons and surgical teams across the United States, Europe, Asia, and other international markets, with its products integrated into standard surgical protocols for atrial fibrillation and other cardiac conditions.AtriCure is a focused medical device company with a $2.0 billion market capitalization and $569.6 million in TTM revenue, positioning itself as a specialized provider of cardiac surgical solutions. The company maintains a differentiated product portfolio centered on radiofrequency ablation technology, which provides competitive advantages in the treatment of cardiac arrhythmias and related conditions. With a global distribution network spanning multiple continent, AtriCure has established itself as a significant player in the cardiac surgery device market.
What this transaction means for investorsTwo AtriCure directors sold on the same day, and Yuen's cut ran deeper in percentage terms, clearing a fifth of her direct stake in one go. That kind of matching timing might mean a trading window opened after earnings and a couple of board members stepped through it together, not that either soured on the company.
More importantly for long-term investors, the company gave them a solid quarter to sell into. AtriCure grew second-quarter revenue 13% to $154 million, and its appendage-management franchise, built around its AtriClip devices for reducing stroke risk, rose 14% on newer Mini versions. CEO Michael Carrel pointed to growth "fueled by continued adoption" across its franchises, and gross margin widened to 77%, all of which helped management lift its full-year outlook. Shares have recovered quite a bit since June lows of around $25, surging more than 60%, and they’re up about 15% over the past year. After a strong quarter, whether the latest momentum continues will depend a lot on continued execution — much more than share sales like this one.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
On July 31, 2026, AtriCure Inc (ATRC) shares fell 6.0% today, bringing the current price to $37.76. This price is within a 52-week range of $25.36 to $43.18, re
AtriCure, Inc. (ATRC) Q2 2026 Earnings Call July 23, 2026 4:30 PM EDT
Company Participants
Michael H. Carrel - CEO, President & Director
Angela Wirick - Chief Financial Officer
Conference Call Participants
Marissa Bych - Gilmartin Group LLC
Matthew O'Brien - Piper Sandler & Co., Research Division
Marie Thibault
John Young - Canaccord Genuity Corp., Research Division
Lilia-Celine Lozada - JPMorgan Chase & Co, Research Division
Michael Matson - Needham & Company, LLC, Research Division
Danny Stauder
Keith Hinton - Prime Executions, Inc., Research Division
Presentation
Operator
Good afternoon, and welcome to AtriCure's Second Quarter 2026 Earnings Conference Call. This call is being recorded for replay purposes. [Operator Instructions].
I would now like to turn the call over to Marissa Bych from the Gilmartin Group for a few introductory comments. You may begin.
Marissa Bych
Gilmartin Group LLC
Thank you. By now, you should have received a copy of the earnings press release. If you have not received a copy, please call (513) 644-4484 to have one e-mailed to you.
Before we begin today, let me remind you that the company's remarks include forward-looking statements. Forward-looking statements are subject to numerous risks and uncertainties, many of which are beyond AtriCure's control, including risks and uncertainties described from time to time in AtriCure's SEC filings.
These statements include, but are not limited to, financial expectations and guidance, expectations regarding the potential market opportunity for AtriCure's franchises and growth initiatives, future product approvals and clearances, competition, reimbursement and clinical trial enrollment and outcomes. AtriCure's results may differ materially from those projected. AtriCure undertakes no obligation to publicly update any forward-looking statements.
Additionally, we refer to non-GAAP financial measures, specifically constant currency revenue growth, adjusted EBITDA and adjusted earnings or loss per share. A reconciliation of these non-GAAP financial measures with the most directly comparable GAAP measures is included in our press release, which
AtriCure (ATRC - Free Report) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to a loss of $0.02 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +500.00%. A quarter ago, it was expected that this medical device maker would post a loss of $0.07 per share when it actually produced break-even earnings, delivering a surprise of +100%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
AtriCure, which belongs to the Zacks Medical - Products industry, posted revenues of $153.6 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.39%. This compares to year-ago revenues of $136.14 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.
AtriCure shares have lost about 15.3% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for AtriCure?While AtriCure 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 AtriCure was mixed. 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 #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.03 on $150.98 million in revenues for the coming quarter and $0.13 on $604.74 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Products is currently in the bottom 32% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Village Farms (VFF - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This greenhouse operator is expected to post quarterly earnings of $0.02 per share in its upcoming report, which represents a year-over-year change of -80%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Village Farms' revenues are expected to be $56.13 million, down 6.3% from the year-ago quarter.
AtriCure (ATRC - Free Report) reported $153.6 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 12.8%. EPS of $0.18 for the same period compares to -$0.02 a year ago.
The reported revenue represents a surprise of +1.39% over the Zacks Consensus Estimate of $151.5 million. With the consensus EPS estimate being $0.03, the EPS surprise was +500%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how AtriCure performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
United States Revenue- Pain management: $27.06 million versus the three-analyst average estimate of $24.91 million. The reported number represents a year-over-year change of +27.8%.International Revenue- Pain management: $2.38 million versus $2.56 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +17.1% change.United States Revenue- Total ablation ( Open ablation+Minimally invasive ablation+Pain management): $73.97 million compared to the $71.95 million average estimate based on three analysts. The reported number represents a change of +13% year over year.International Revenue- Total ablation ( Open ablation+Minimally invasive ablation+Pain management): $15.64 million versus $16.12 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6% change.United States Revenue- Total: $125.59 million versus the three-analyst average estimate of $122.88 million. The reported number represents a year-over-year change of +13.6%.International Revenue- Appendage management: $12.37 million compared to the $12.57 million average estimate based on three analysts. The reported number represents a change of +14.5% year over year.United States Revenue- Open ablation: $40.89 million compared to the $40.9 million average estimate based on three analysts. The reported number represents a change of +12.1% year over year.International Revenue- Open ablation: $11.24 million compared to the $11.39 million average estimate based on three analysts. The reported number represents a change of +8.6% year over year.United States Revenue- Minimally invasive ablation: $6.03 million versus $6.14 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -23.1% change.International Revenue- Minimally invasive ablation: $2.02 million versus $2.17 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -14.8% change.United States Revenue- Appendage management: $51.61 million versus $50.93 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.4% change.International Revenue- Total: $28.02 million versus the three-analyst average estimate of $28.7 million. The reported number represents a year-over-year change of +9.6%.View all Key Company Metrics for AtriCure here>>>
Shares of AtriCure have returned +18.5% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
MASON, Ohio--(BUSINESS WIRE)--AtriCure, Inc. (Nasdaq: ATRC), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management and post-operative pain management, today announced second quarter 2026 financial results. “Our team delivered healthy growth and a significant step up in profitability in the second quarter,” said Michael Carrel, President and Chief Executive Officer. “Our innovative technologies continue to prove their valu.
AtriCure NASDAQ: ATRC reported double-digit revenue growth and a return to GAAP profitability in the second quarter of 2026, with management pointing to strong demand across its pain management, appendage management and open ablation franchises while noting continued pressure in minimally invasive ablation.
The medical device company generated worldwide revenue of $153.6 million, up 12.8% on a reported basis and 12.4% in constant currency from the second quarter of 2025, according to Chief Financial Officer Angela Wirick. U.S. revenue rose 13.6% to $125.6 million, while international revenue increased 9.6% on a reported basis to $28 million.
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President and CEO Michael Carrel said the quarter reflected “solid” performance and highlighted improving profitability. AtriCure recorded adjusted EBITDA of $27.3 million, up 78% from $15.4 million a year earlier. Net income was $9 million, compared with a net loss of $6.2 million in the prior-year quarter. Earnings per share and adjusted earnings per share were both $0.18, compared with a loss per share of $0.13 and an adjusted loss per share of $0.02 a year earlier.
Growth Led by Pain Management, Appendage Management and Open Ablation AtriCure’s U.S. business was supported by continued adoption of several newer devices, including CryoSphere MAX and cryoXT in pain management, AtriClip FLEX-Mini and PRO-Mini in appendage management, and the Encompass clamp in open ablation.
Pain management was the company’s fastest-growing franchise, with worldwide revenue up 27% in the quarter. U.S. pain management sales reached $27.1 million, up 27.8% year over year. Carrel said CryoSphere MAX remained a key driver, with the company continuing to add accounts while also seeing early traction in sternotomy procedures. During the question-and-answer portion of the call, Wirick said CryoSphere MAX represented about 75% of U.S. pain management revenue and that the company ended the quarter with “a little over 700 active accounts” in pain management.
Carrel also pointed to early momentum for CryoXT, which is designed for use in amputation procedures. He said the product was included in a presentation at the Society for Vascular Surgery annual meeting and that early adopters are reporting improvements in patient experience and recovery. Management said CryoXT is expected to contribute more meaningfully to revenue in the second half of the year, though from a small base.
Open ablation revenue increased 11% worldwide, led by the Encompass clamp. U.S. open ablation product sales were $40.9 million, up 12.1% year over year. Carrel said the company expects further adoption from a new Society of Thoracic Surgeons quality metric on concomitant AFib treatment, which he described as a potential long-term catalyst for surgical AFib ablation and left atrial appendage management.
Appendage management revenue grew 14% in the quarter. U.S. sales of appendage management products increased 14.4% to $51.6 million, reflecting adoption of AtriClip FLEX-Mini and PRO-Mini devices. Carrel said the mini devices now account for 45% of appendage management revenue in their respective open and minimally invasive categories.
Minimally Invasive Ablation Remains Under Pressure The company’s minimally invasive ablation business continued to decline, contributing $6 million in U.S. revenue for the quarter. Carrel said the market remains focused on treating patients with pulsed field ablation, or PFA, catheters. He added that AtriCure still believes hybrid AFib therapy has a role in patients with longstanding persistent AFib, but said broader stabilization is needed before the franchise can return to growth.
“We have seen referral patterns for hybrid procedures stabilize over the last several quarters in a small subset of accounts,” Carrel said. “However, we need to see this stabilization across a broader customer base before we can expect return to growth for this franchise.”
Clinical Trials Advance Toward Potential Label Expansion Management emphasized progress in two major clinical trials that AtriCure says could expand the market for its cardiac surgery products.
The BoxX-NoAF clinical study, which evaluates ablation and left atrial appendage management in cardiac surgery patients without a history of AFib, has surpassed 50% enrollment with more than 500 patients enrolled. AtriCure expects to complete enrollment of 960 patients by the end of 2026, ahead of its original plan, and anticipates data readouts in the first half of 2027.
Carrel said the company sees a large unmet need in preventing post-operative AFib, noting that U.S. healthcare spending for the condition exceeds $2 billion annually. In response to an analyst question, he said the trial’s first endpoint is post-operative AFib measured 30 days after final enrollment, with a potential data presentation at a major medical meeting in 2027. He said the product is under a PMA pathway and that approval could take roughly a year after submission to the FDA.
AtriCure is also continuing follow-up of more than 6,500 patients enrolled in the LeAAPS trial, which is studying the stroke reduction benefit of left atrial appendage management in cardiac surgery patients without AFib. Carrel said LeAAPS and BoxX-NoAF provide “multiple complementary paths for label expansion” and could be catalysts in the cardiac surgery market.
Guidance Raised for Adjusted EBITDA AtriCure updated its 2026 outlook, now expecting revenue of $602 million to $610 million, representing growth of approximately 12.5% to 14% over 2025. The company expects growth to be led by pain management, appendage management and open ablation, while pressure persists in minimally invasive ablation and certain international markets.
Wirick said AtriCure expects normal seasonal patterns in the second half, with third-quarter revenue down 1% to 2% sequentially from the second quarter, followed by a rebound in the fourth quarter.
The company raised its adjusted EBITDA outlook to approximately $85 million to $89 million for 2026, implying an adjusted EBITDA margin of about 14% at the midpoint of guidance. AtriCure also reiterated its expectation for full-year net income and projected full-year earnings per share of approximately $0.05 to $0.13, with adjusted earnings per share of approximately $0.24 to $0.32.
AtriCure ended the quarter with $167.8 million in cash and investments and generated approximately $22 million in cash during the quarter. Wirick said the company expects positive cash generation through the remainder of the year.
Management Addresses Competition and International Trends During the call, analysts asked about new competitors in the appendage management market. Carrel said new entrants validate the market opportunity, but argued AtriCure has advantages in product innovation, clinical evidence and physician education. He said competitive trialing in the back half of the year is incorporated into the company’s guidance.
Internationally, Wirick said Asia-Pacific weakness discussed in the prior quarter appeared transitory, while Europe saw softness in key markets including the U.K. and Germany. She said the company’s outlook incorporates continued pressure in certain markets.
Carrel concluded that AtriCure’s double-digit revenue growth, margin improvement and profitability leave the company “well ahead” of its long-range plan, while ongoing trials could shape the company’s next decade.
About AtriCure (NASDAQ:ATRC)AtriCure, Inc is a medical device company focused on the development, manufacture and marketing of innovative therapies to treat atrial fibrillation (AF) and related conditions. Founded in 2000 and headquartered in Mason, Ohio, AtriCure has established itself as a leader in surgical ablation devices designed to interrupt the errant electrical pathways that cause AF. The company's solutions are used by cardiac surgeons and electrophysiologists to reduce the risk of stroke and improve patient outcomes in the treatment of both paroxysmal and persistent AF.
The company's product portfolio centers on its Synergy Surgical Ablation System, which delivers controlled radiofrequency energy in a minimally invasive format, and the cryoICE Cryoablation System, which offers an alternative ablation modality using precise freezing techniques.
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[url="]AtriCure, Inc.[/url] ([url="]Nasdaq: ATRC[/url]), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial a
MASON, Ohio--(BUSINESS WIRE)--AtriCure, Inc. (Nasdaq: ATRC), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management, and post-operative pain management, today announced that it will release its second quarter 2026 financial results on Thursday, July 23, 2026. AtriCure will host an audio webcast at 4:30 p.m. Eastern Time on Thursday, July 23, 2026, to discuss its second quarter financial results. Those interested in listeni.
AtriCure (ATRC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
ArtiCure Chief Science Officer sold 5,000 shares for a transaction value of approximately $149,000 at around $29.83 per share on March 12, 2026. The sale represented 4.91% of Vinayak's direct holdings, reducing direct ownership from 101,875 to 96,875 shares.
MASON, Ohio--(BUSINESS WIRE)--AtriCure, Inc. (Nasdaq: ATRC), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management, and post-operative pain management, today announced that it will release its first quarter 2026 financial results on Tuesday, May 5, 2026. AtriCure will host an audio webcast at 4:30 p.m. Eastern Time on Tuesday, May 5, 2026, to discuss its first quarter financial results. Those interested in listening to th.
MASON, Ohio--(BUSINESS WIRE)--AtriCure, Inc. (Nasdaq: ATRC), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management, and post-operative pain management, today announced that the company will be participating in the upcoming 2026 Bank of America Securities Health Care Conference. AtriCure's management is scheduled to participate in a fireside chat on Tuesday, May 12, 2026, at 10:00 a.m. Pacific Daylight Time. Interested par.
MASON, Ohio--(BUSINESS WIRE)--AtriCure, Inc. (Nasdaq: ATRC), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management and post-operative pain management, today announced first quarter 2026 financial results. “Our first quarter results reflect the durability of AtriCure's growth model, fueled by disciplined execution and increased adoption of our innovative products,” said Michael Carrel, President and Chief Executive Officer.
AtriCure (ATRC - Free Report) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to a loss of $0.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +100.00%. A quarter ago, it was expected that this medical device maker would post a loss of $0.02 per share when it actually produced earnings of $0.06, delivering a surprise of +400%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
AtriCure, which belongs to the Zacks Medical - Products industry, posted revenues of $141.25 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.43%. This compares to year-ago revenues of $123.62 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.
AtriCure shares have lost about 27.3% since the beginning of the year versus the S&P 500's gain of 5.2%.
What's Next for AtriCure?While AtriCure 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 AtriCure was mixed. 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 #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.03 on $153.63 million in revenues for the coming quarter and $0.10 on $604.33 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Products is currently in the bottom 36% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Exagen Inc. (XGN - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 11.
This company is expected to post quarterly loss of $0.24 per share in its upcoming report, which represents a year-over-year change of -20%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Exagen Inc.'s revenues are expected to be $16.55 million, up 6.8% from the year-ago quarter.
For the quarter ended March 2026, AtriCure (ATRC - Free Report) reported revenue of $141.25 million, up 14.3% over the same period last year. EPS came in at $0, compared to -$0.14 in the year-ago quarter.
The reported revenue represents a surprise of +1.43% over the Zacks Consensus Estimate of $139.27 million. With the consensus EPS estimate being -$0.07, the EPS surprise was +100%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how AtriCure performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
United States Revenue- Pain management: $22.36 million compared to the $20.49 million average estimate based on three analysts. The reported number represents a change of +29.5% year over year.International Revenue- Pain management: $1.99 million versus the three-analyst average estimate of $2.24 million. The reported number represents a year-over-year change of +11.2%.United States Revenue- Total: $116.21 million versus the three-analyst average estimate of $113.68 million. The reported number represents a year-over-year change of +14.9%.International Revenue- Total: $25.04 million versus the three-analyst average estimate of $25.62 million. The reported number represents a year-over-year change of +11.5%.United States Revenue- Total ablation ( Open ablation+Minimally invasive ablation+Pain management): $67.83 million compared to the $45.39 million average estimate based on three analysts. The reported number represents a change of +14.8% year over year.International Revenue- Minimally invasive ablation: $1.91 million versus the three-analyst average estimate of $2.03 million. The reported number represents a year-over-year change of -5%.United States Revenue- Appendage management: $48.38 million versus $47.79 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.9% change.International Revenue- Appendage management: $11.63 million versus $11.3 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +20.2% change.United States Revenue- Open ablation: $39.08 million compared to the $37.86 million average estimate based on three analysts. The reported number represents a change of +17.3% year over year.International Revenue- Open ablation: $9.52 million compared to the $10.05 million average estimate based on three analysts. The reported number represents a change of +5.8% year over year.United States Revenue- Minimally invasive ablation: $6.39 million compared to the $7.53 million average estimate based on three analysts. The reported number represents a change of -24.7% year over year.International Revenue- Total ablation ( Open ablation+Minimally invasive ablation+Pain management): $13.42 million versus $12.08 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.View all Key Company Metrics for AtriCure here>>>
Shares of AtriCure have returned -1.4% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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MASON, Ohio--(BUSINESS WIRE)--AtriCure, Inc. (Nasdaq: ATRC), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management, and post-operative pain management, today announced that the company will be participating in the upcoming Goldman Sachs 47th Annual Global Health Care Conference. AtriCure's management is scheduled to participate in a fireside chat on Wednesday, June 10, 2026, at 8:40 a.m. Eastern Standard Time. Interested.
[url="]AtriCure, Inc.[/url] ([url="]Nasdaq: ATRC[/url]), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial a
Investors in AtriCure, Inc. (ATRC - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the July 17, 2026 $17.50 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for AtriCure shares, but what is the fundamental picture for the company? Currently, AtriCure is a Zacks Rank #3 (Hold) in the Medical - Products industry that ranks in the Bottom 34% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while two analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from 6 cents per share to 3 cents in that period.
Given the way analysts feel about AtriCure right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
