Added to YB: 2026-03-23
Pitch date: 2026-03-18
CLPT [neutral]
ClearPoint Neuro, Inc.
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.
Company Info
ClearPoint Neuro, Inc., a commercial-stage medical device company, focuses on the development and commercialization of platforms for performing minimally invasive surgical procedures in the brain in the United States.
Market Cap
$272.3M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-14.10
P/E
-10.18
EV/Sales
7.70
Sector
Health Care Equipment and Supplies
Category
growth
ClearPoint Neuro (CLPT): Q4 2025 Earnings Review
CLPT (earnings): Q4 rev $10.4M (+34% YoY) beat est; FY25 rev $37M (+18%). Biologics rev $5.2M (+23%), record clinical trial case volume. Net loss/share ($0.27) missed by $0.07. 2026 guide $52-56M below prior outlook due to FDA rare disease stance (AMT-130/RGX-121 removed) & conservative IRRAS integration. AMT-130 odds improved: Prasad leaving FDA, Senate investigation, UK MHRA positive. 60+ biopharma partners, 25+ trials, 13 programs in FDA expedited review across 8 indications. Thesis intact but commercialization timing uncertain; holding position at $14.03.
Read full article (11 min)