Tactile Systems Reports Strong Earnings, Stock Surges 18%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy TCMD?
Source: Fool
- Impressive Earnings: Tactile Systems Technology's Q4 and full-year 2025 earnings report revealed a 21% revenue increase to $103.6 million and a 9% rise in net income to $10.6 million ($0.46 per share), surpassing analyst expectations and demonstrating strong market performance.
- Sales Growth: The company attributed part of its revenue increase to a 66% surge in airway clearance product sales, alongside a 16% rise in sales and rentals of lymphedema treatment devices, indicating robust demand in specific medical sectors.
- Optimistic Guidance: Management forecasts an 8% to 11% revenue growth for 2026, projecting revenues between $357 million and $365 million, with non-GAAP EBITDA expected to range from $49 million to $51 million, reflecting confidence in future growth.
- Significant Market Potential: As the population ages and medical technology advances, the medical device market is poised for continued growth, with Tactile Systems excelling in multiple niches, suggesting further market share expansion opportunities ahead.
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Analyst Views on TCMD
Wall Street analysts forecast TCMD stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 28.050
Low
28.00
Averages
31.67
High
35.00
Current: 28.050
Low
28.00
Averages
31.67
High
35.00
About TCMD
Tactile Systems Technology, Inc., doing business as Tactile Medical, is a medical technology company that manufactures and distributes medical devices for the treatment of patients with chronic diseases at home. The Company's areas of therapeutic focus are vascular disease, oncology and providing airway clearance therapy for those suffering from chronic respiratory conditions. It is developing and marketing at-home therapies for people suffering from underserved, chronic conditions including lymphedema, lipedema, chronic venous insufficiency and chronic pulmonary disease. It markets Flexitouch Plus and Entre Plus systems as at-home therapies for the treatment of lymphedema and chronic venous insufficiency. It markets AffloVest as an at-home therapy intended to promote airway clearance. Its Flexitouch Plus system is a fully automated, programmable, advanced pneumatic compression device. It also offers Kylee, a free mobile application that helps patients learn about lymphedema.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Tactile Systems Reports Strong 2025 Earnings Growth
- Significant Revenue Growth: Tactile Systems reported total revenue of $103.6 million in Q4 2025, reflecting a robust 21% increase that surpassed analyst expectations of $94 million, indicating strong performance in the medical device market.
- Profitability Improvement: The company's net income under GAAP rose by 9% to $10.6 million ($0.46 per share), showcasing sustained profitability and further bolstering investor confidence in the company's financial health.
- Strong Product Sales: Sales of airway clearance products surged by 66%, while sales and rentals of lymphedema treatment devices increased by 16%, demonstrating the effectiveness of the company's targeted strategies in niche markets.
- Optimistic Outlook: Management anticipates revenue growth of 8% to 11% in 2026, projecting figures between $357 million and $365 million, with non-GAAP EBITDA expected to range from $49 million to $51 million, highlighting the company's growth potential and market confidence moving forward.
See More
Tactile Systems Reports Strong Earnings, Stock Surges 18%
- Impressive Earnings: Tactile Systems Technology's Q4 and full-year 2025 earnings report revealed a 21% revenue increase to $103.6 million and a 9% rise in net income to $10.6 million ($0.46 per share), surpassing analyst expectations and demonstrating strong market performance.
- Sales Growth: The company attributed part of its revenue increase to a 66% surge in airway clearance product sales, alongside a 16% rise in sales and rentals of lymphedema treatment devices, indicating robust demand in specific medical sectors.
- Optimistic Guidance: Management forecasts an 8% to 11% revenue growth for 2026, projecting revenues between $357 million and $365 million, with non-GAAP EBITDA expected to range from $49 million to $51 million, reflecting confidence in future growth.
- Significant Market Potential: As the population ages and medical technology advances, the medical device market is poised for continued growth, with Tactile Systems excelling in multiple niches, suggesting further market share expansion opportunities ahead.
See More
Wingstop Reports Strong Q4 Earnings, Shares Surge
- Earnings Beat: Wingstop reported an adjusted EPS of $1.00 for Q4, surpassing analyst expectations of $0.84, indicating strong profitability and boosting market confidence in the company's future performance.
- Sales Miss: The quarterly sales of $175.694 million fell short of the analyst consensus estimate of $177.533 million, yet the overall performance reflects the company's resilience in a competitive fast-food market.
- Stock Surge: Following the earnings report, Wingstop's shares jumped 17.3% to $295.31 on Wednesday, signaling optimistic investor sentiment and potentially attracting more institutional interest in the stock.
- Positive Market Reaction: The broader U.S. stock market rose, with the Dow Jones index gaining around 250 points on Wednesday, and Wingstop's strong performance further fueled market optimism, reflecting investor confidence in the recovery of the restaurant sector.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, reflecting varying market perspectives on these companies' futures, which could influence investor decisions and market trends.
- Upgrades and Downgrades: Specific rating changes include both upgrades and downgrades for certain stocks, which may lead to short-term volatility in the respective stocks, prompting investors to pay close attention.
- Market Reaction Expectations: Analyst rating adjustments typically trigger immediate market reactions, as investors may reassess their portfolios based on this information, thereby impacting overall market sentiment.
- Further Information Access: For a complete view of all analyst rating changes, including upgrades and downgrades, it is recommended to visit our analyst ratings page to stay updated on the latest market dynamics and professional insights.
See More
Tactile Systems Q4 Earnings Beat Expectations
- Earnings Surprise: Tactile Systems reported Q4 earnings of $0.46 per share, surpassing the consensus estimate of $0.44, indicating strong financial performance that boosts investor confidence.
- Significant Sales Growth: The company achieved a 21% year-over-year sales increase to $103.59 million, exceeding Wall Street's expectation of $93.80 million, primarily driven by robust performance in lymphedema and airway clearance product lines, further solidifying its market position.
- Optimistic Future Outlook: Tactile Systems forecasts fiscal 2026 sales between $357 million and $365 million, above the consensus of $347.94 million, reflecting the company's confidence in future growth prospects.
- Analyst Rating Adjustments: Analysts from BTIG and Piper Sandler raised their price targets from $36 and $35 to $38 and $42 respectively, indicating a positive outlook on Tactile Systems' future performance.
See More
Tactile Systems Acquires LymphaTech to Strengthen Market Position
- Strategic Acquisition: Tactile Systems announced the acquisition of LymphaTech for $6.8 million in cash, aimed at enhancing its market position in the medical technology sector, particularly in improving disease identification and treatment options for lymphedema patients, which is expected to bolster the company's competitive edge in a rapidly growing market.
- Strong Financial Performance: Tactile Systems reported fourth-quarter earnings of 46 cents per share, exceeding the market expectation of 44 cents, with sales jumping 21% to $103.59 million, significantly surpassing Wall Street's estimate of $93.80 million, indicating robust demand for its lymphedema and airway clearance product lines.
- Optimistic 2026 Outlook: The company forecasts fiscal 2026 sales between $357 million and $365 million, exceeding the consensus of $347.94 million, while expecting adjusted EBITDA in the range of $49 million to $51 million, reflecting strong growth potential ahead.
- Strong Stock Performance: Tactile Systems shares rose 23.35% to $34.60 in premarket trading on Wednesday, reaching a new 52-week high, indicating a positive market reaction to the acquisition news, while technical analysis shows strong short-term upward momentum.
See More
Tactile Systems Reports Strong 2025 Earnings Growth
- Significant Revenue Growth: Tactile Systems reported total revenue of $103.6 million in Q4 2025, reflecting a robust 21% increase that surpassed analyst expectations of $94 million, indicating strong performance in the medical device market.
- Profitability Improvement: The company's net income under GAAP rose by 9% to $10.6 million ($0.46 per share), showcasing sustained profitability and further bolstering investor confidence in the company's financial health.
- Strong Product Sales: Sales of airway clearance products surged by 66%, while sales and rentals of lymphedema treatment devices increased by 16%, demonstrating the effectiveness of the company's targeted strategies in niche markets.
- Optimistic Outlook: Management anticipates revenue growth of 8% to 11% in 2026, projecting figures between $357 million and $365 million, with non-GAAP EBITDA expected to range from $49 million to $51 million, highlighting the company's growth potential and market confidence moving forward.
See More
Tactile Systems Reports Strong Earnings, Stock Surges 18%
- Impressive Earnings: Tactile Systems Technology's Q4 and full-year 2025 earnings report revealed a 21% revenue increase to $103.6 million and a 9% rise in net income to $10.6 million ($0.46 per share), surpassing analyst expectations and demonstrating strong market performance.
- Sales Growth: The company attributed part of its revenue increase to a 66% surge in airway clearance product sales, alongside a 16% rise in sales and rentals of lymphedema treatment devices, indicating robust demand in specific medical sectors.
- Optimistic Guidance: Management forecasts an 8% to 11% revenue growth for 2026, projecting revenues between $357 million and $365 million, with non-GAAP EBITDA expected to range from $49 million to $51 million, reflecting confidence in future growth.
- Significant Market Potential: As the population ages and medical technology advances, the medical device market is poised for continued growth, with Tactile Systems excelling in multiple niches, suggesting further market share expansion opportunities ahead.
See More
Wingstop Reports Strong Q4 Earnings, Shares Surge
- Earnings Beat: Wingstop reported an adjusted EPS of $1.00 for Q4, surpassing analyst expectations of $0.84, indicating strong profitability and boosting market confidence in the company's future performance.
- Sales Miss: The quarterly sales of $175.694 million fell short of the analyst consensus estimate of $177.533 million, yet the overall performance reflects the company's resilience in a competitive fast-food market.
- Stock Surge: Following the earnings report, Wingstop's shares jumped 17.3% to $295.31 on Wednesday, signaling optimistic investor sentiment and potentially attracting more institutional interest in the stock.
- Positive Market Reaction: The broader U.S. stock market rose, with the Dow Jones index gaining around 250 points on Wednesday, and Wingstop's strong performance further fueled market optimism, reflecting investor confidence in the recovery of the restaurant sector.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, reflecting varying market perspectives on these companies' futures, which could influence investor decisions and market trends.
- Upgrades and Downgrades: Specific rating changes include both upgrades and downgrades for certain stocks, which may lead to short-term volatility in the respective stocks, prompting investors to pay close attention.
- Market Reaction Expectations: Analyst rating adjustments typically trigger immediate market reactions, as investors may reassess their portfolios based on this information, thereby impacting overall market sentiment.
- Further Information Access: For a complete view of all analyst rating changes, including upgrades and downgrades, it is recommended to visit our analyst ratings page to stay updated on the latest market dynamics and professional insights.
See More
Tactile Systems Q4 Earnings Beat Expectations
- Earnings Surprise: Tactile Systems reported Q4 earnings of $0.46 per share, surpassing the consensus estimate of $0.44, indicating strong financial performance that boosts investor confidence.
- Significant Sales Growth: The company achieved a 21% year-over-year sales increase to $103.59 million, exceeding Wall Street's expectation of $93.80 million, primarily driven by robust performance in lymphedema and airway clearance product lines, further solidifying its market position.
- Optimistic Future Outlook: Tactile Systems forecasts fiscal 2026 sales between $357 million and $365 million, above the consensus of $347.94 million, reflecting the company's confidence in future growth prospects.
- Analyst Rating Adjustments: Analysts from BTIG and Piper Sandler raised their price targets from $36 and $35 to $38 and $42 respectively, indicating a positive outlook on Tactile Systems' future performance.
See More
Tactile Systems Acquires LymphaTech to Strengthen Market Position
- Strategic Acquisition: Tactile Systems announced the acquisition of LymphaTech for $6.8 million in cash, aimed at enhancing its market position in the medical technology sector, particularly in improving disease identification and treatment options for lymphedema patients, which is expected to bolster the company's competitive edge in a rapidly growing market.
- Strong Financial Performance: Tactile Systems reported fourth-quarter earnings of 46 cents per share, exceeding the market expectation of 44 cents, with sales jumping 21% to $103.59 million, significantly surpassing Wall Street's estimate of $93.80 million, indicating robust demand for its lymphedema and airway clearance product lines.
- Optimistic 2026 Outlook: The company forecasts fiscal 2026 sales between $357 million and $365 million, exceeding the consensus of $347.94 million, while expecting adjusted EBITDA in the range of $49 million to $51 million, reflecting strong growth potential ahead.
- Strong Stock Performance: Tactile Systems shares rose 23.35% to $34.60 in premarket trading on Wednesday, reaching a new 52-week high, indicating a positive market reaction to the acquisition news, while technical analysis shows strong short-term upward momentum.
See More
