Tactile Systems Technology, Inc. (TCMD) Stock Price & Analysis
Tactile Systems Technology, Inc. (TCMD) closed at USD 23.91 on Wednesday, October 28, 2026, up 1.92% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 23.46; the Oct 28, 2026 session ranged USD 23.38–24.08 on volume of 140,096 shares. Market capitalization is $541.62M, with a 52-week range of USD 14.84–37.77 (NGM). Source: Nexqual, retrieved October 29, 2026 at 08:29 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TCMD.md
Key facts (TCMD)
- Last four reported quarters (through Jun 30, 2026): revenue $350M, net income $24.9M (7.1% margin), free cash flow $26.8M (SEC filings).
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $437K; 2 not under a Rule 10b5-1 plan ($437K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.75 on a 1–5 scale) (4 analysts), mean target USD 37.67 (range 35–40).
- Total return with dividends: 1Y +57.5% vs S&P 500 +13.6%; 5Y -30.7% vs S&P 500 +79.8%.
- Next earnings: 2026-11-02, EPS estimate USD 0.34, revenue estimate $92.0M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TCMD)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $208M | $247M | $274M | $293M | $330M | $350M |
| Gross profit | $148M | $176M | $195M | $217M | $250M | — |
| Operating income | -$1.8M | -$12.8M | $18.0M | $22.2M | $29.3M | $35.0M |
| Net income | -$11.8M | -$17.9M | $28.5M | $17.0M | $19.1M | $24.9M |
| EPS (diluted) | -$0.60 | -$0.89 | $1.23 | $0.70 | $0.82 | — |
| Free cash flow | $528K | $3.4M | $33.5M | $38.3M | $40.4M | $26.8M |
| Gross margin | 71.2% | 71.3% | 71.1% | 74.0% | 75.9% | — |
| Operating margin | -0.8% | -5.2% | 6.6% | 7.6% | 8.9% | 10.0% |
| Net margin | -5.7% | -7.2% | 10.4% | 5.8% | 5.8% | 7.1% |
| Revenue growth | +11.2% | +18.6% | +11.2% | +6.8% | +12.5% | — |
| Cash + short-term investments | — | — | $61.0M | $94.4M | $83.4M | — |
| Total debt | $26.9M | $21.0M | $26.2M | $23.2M | $0K | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (TCMD)
P/E at fiscal year-ends: Dec 2025 35.4x, Dec 2024 24.4x, Dec 2023 11.6x.
Insider sales (SEC Form 4, open-market, last ~7 months) (TCMD)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-10 | Dodd Sheri Louise | Chief Executive Officer | 10,978 | $323K | 4.5% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-11 | Birkemeyer Elaine M. | CHIEF FINANCIAL OFFICER | 4,631 | $113K | 3.4% | No | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (TCMD)
Consensus Buy (mean 1.75 on a 1–5 scale), 4 analysts; mean target USD 37.67 (low 35, high 40).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | BTIG | Target lowered | Buy | $39 → $35 |
| 2026-08-11 | BTIG | Target lowered | Buy | $40 → $39 |
Total return (dividends reinvested) (TCMD)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +57.5% | -30.7% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +57.8% | -7.0% |
| Volatility (annualized) | 59.2% | 64.2% |
| Max drawdown | -34.3% (Feb 2026→Oct 2026) | -82.3% (Nov 2021→Oct 2022) |
TCMD earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 10, 2026 | Quarter ended Jun 30, 2026 | $0.36 | $0.17 | Beat +111.8% | -18.1% |
| May 4, 2026 | Quarter ended Mar 31, 2026 | $0.00 | −$0.04 | Beat +$0.04 | +5.1% |
| Feb 17, 2026 | Quarter ended Dec 31, 2025 | $0.46 | $0.45 | Beat +2.2% | +25.0% |
| Nov 3, 2025 | Quarter ended Sep 30, 2025 | $0.36 | $0.21 | Beat +71.4% | +47.2% |
| Aug 4, 2025 | — | — | — | — | +29.9% |
| May 5, 2025 | — | — | — | — | -29.7% |
| Feb 18, 2025 | — | — | — | — | -10.6% |
| Nov 4, 2024 | — | — | — | — | -8.6% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
TCMD recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Aug 14, 2026 | Schedule 13G/A | Cadian Capital Management, LP, Cadian Capital Management GP, LLC: 7.0% of shares, passive 5%+ holder (amended) |
| Aug 12, 2026 | Schedule 13G/A | Morgan Stanley, Morgan Stanley Capital Services LLC: 3.7% of shares, passive 5%+ holder (amended) |
| Aug 10, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 10, 2026 | 8-K | Quarterly results |
| Jul 13, 2026 | 8-K | Regulation FD disclosure; Other material event “On July 13, 2026, we announced that we have entered into an exclusive distribution agreement with ElastiMed, Inc. to bring MyoSleeve , its discreet, wearable non-pneumatic compression device for the lower leg, to Department of Veterans Affairs ("VA") and Department of Defense ("DoD") patients across the United States. MyoSleeve expands our established market-leading portfolio by providing a new treatment option for appropriately selected patients in earlier stages of chronic swelling who may not yet require more…” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
TCMD suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Thermotek | “We introduced the Entre system in the United States in February 2013, this device was manufactured by Thermotek, Inc. and received FDA clearance in 2010.” |
Quoted from the company's 10-K filed Feb 17, 2026.
TCMD company outlook (results filed Aug 10, 2026)
- “The Company is updating its 2026 financial outlook and now expects full year 2026 total revenue in the range of $360 million to $366 million, representing growth of approximately 9% to 11% year-over-year, compared to total revenue of $329.5 million in 2025.”
- “The Company's prior 2026 guidance expectation was total revenue in the range of $360 million to $368 million, representing growth of approximately 9% to 12% year-over-year.”
- “The Company continues to expect full year 2026 adjusted EBITDA in the range of $49 million to $51 million, compared to adjusted EBITDA of $44.8 million in 2025.”
Quoted word-for-word from the SEC 8-K results press release.
TCMD analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.34 | $0.39 | -14.1% | $92.0M | 2 |
| Next quarter (ends Dec 2026) | $0.56 | $0.61 | -8.9% | $109.4M | 2 |
| Current fiscal year (ends Dec 2026) | $1.17 | $1.09 | +6.4% | $362.4M | 2 |
| Next fiscal year (ends Dec 2027) | $1.46 | $1.50 | -3.3% | $396.6M | 2 |
TCMD options: expected move
Options price a move of about ±19.7% (±$4.72) by Nov 20, 2026, which includes earnings on Nov 2, 2026. Over the last 8 reports the stock moved ±21.8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 94.9% | ±19.7% |
| Jan 15, 2027 | 78 | 57.0% | ±21.8% |
| Apr 16, 2027 | 169 | 61.7% | ±33.6% |
30-day implied volatility 83.6% vs 27.6% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 08:29 UTC)
| Price | USD 23.91 |
|---|---|
| Change | ▲ 1.92% (up) |
| Previous Close | USD 23.46 |
| Open | USD 23.38 |
| Day Range | USD 23.38 – 24.08 |
| 52-Week Range | USD 14.84 – 37.77 |
| Volume | 140,096 shares |
| Market Cap | $541.62M |
| Exchange | NGM |
Technical Analysis (TCMD)
Nexqual's technical model rates TCMD "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 29, 2026 at 08:29 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 62.34 (neutral) |
| vs SMA50 | Above (USD 22.73) |
| MACD | 0.22 (positive) |
Analyst Ratings (TCMD)
Wall Street analysts rate TCMD "Buy" based on 4 analysts, with a mean price target of USD 37.67 (range USD 35–40), per Nexqual as of October 29, 2026 at 08:29 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 37.67 |
| High Target | USD 40 |
| Low Target | USD 35 |
| Buy / Hold / Sell | 4 / 0 / 0 |
Earnings (TCMD)
| Next Earnings Date | 2026-11-02 |
|---|---|
| EPS Estimate | USD 0.34 |
| Revenue Estimate | $91.99M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.36 vs est 0.17 ▲ beat |
| 2026-03-31 | USD 0 vs est -0.04 ▲ beat |
| 2025-12-31 | USD 0.46 vs est 0.45 ▲ beat |
| 2025-09-30 | USD 0.36 vs est 0.21 ▲ beat |
Source: Nexqual, October 29, 2026 at 08:29 UTC.
Financials & Fundamentals (TCMD)
| Total Revenue | $350.31M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +8.60% |
| Gross Margin | +76.78% |
| Operating Margin | +7.96% |
| Profit Margin | +7.10% |
| ROE | +11.88% |
| Debt / Equity | 0.06 |
| Current Ratio | 4.12 |
| Total Cash | $69.85M |
| Total Debt | $14.36M |
Source: Nexqual, October 29, 2026 at 08:29 UTC.
Ownership (TCMD)
| Insider Ownership | +2.25% |
|---|---|
| Institutional Ownership | +105.47% |
| Shares Outstanding | 22.65M |
| Float | 20.58M |
| Short % of Float | +12.69% |
Source: Nexqual, October 29, 2026 at 08:29 UTC.
Leadership (TCMD)
Tactile Systems Technology, Inc. is led by Sheri Louise Dodd, CEO, President & Director, per Nexqual as of October 29, 2026 at 08:29 UTC.
| CEO, President & Director | Sheri Louise Dodd |
|---|---|
| Chief Financial Officer | Elaine M. Birkemeyer |
| Senior Vice President of Business Development | Kristie T. Burns |
| Senior Vice President of Sales | Aaron R. Snodgrass |
| Senior Vice President of Marketing & Market Access | Nicolaus B. Wilson |
Major Backers & Investors (TCMD)
Notable institutional backers of Tactile Systems Technology, Inc. include Cadian Capital Management, LP, Morgan Stanley, Driehaus Capital Management, LLC, according to Nexqual as of October 29, 2026 at 08:29 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Cadian Capital Management, LP | 6.96% |
| Morgan Stanley | 4.32% |
| Driehaus Capital Management, LLC | 4.14% |
| Acadian Asset Management. LLC | 3.99% |
| Federated Hermes, Inc. | 3.01% |
| Arrowstreet Capital, Limited Partnership | 2.82% |
| JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund | 1.75% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 8.41% |
| Vanguard Group | 7.4% |
| Dimensional Fund Advisors | 4.82% |
Source: Nexqual, October 29, 2026 at 08:29 UTC.
From Tactile Systems Technology, Inc.'s Latest SEC 10-K Filing (filed 2026-02-17)
Key Strengths & Strategy (as disclosed to the SEC)
- In the United States, we and some of our manufacturers are required to manufacture our products in compliance with the FDA's Quality Management System Regulation, as updated to take effect on February 2, 2026, which covers the methods and documentation of the design, testing, control, manufacturing, labeling, quality assurance, packaging, storage and shipping for our products.
- Our proprietary Flexitouch, Entre and Nimbl systems are clinically proven at-home solutions for patients with vascular disorders such as lymphedema.
- By automating this technique, we believe our system offers an effective, cost-efficient, convenient and accessible at-home treatment for patients.
- Our unique ComfortEase garments contain up to 32 air chambers, are made of a soft, pliable fabric and are designed with zippers and hook-and-loop fasteners to fit snugly around affected areas for maximum comfort and optimum pressure delivery.
Legal & Regulatory Risks (Item 1A, quoted)
- Changes in healthcare laws and regulations and new interpretations of existing laws and regulations may affect permissible activities, the relative costs associated with doing business, and reimbursement amounts paid by federal, state and other third-party payers.
- Any delay in, or failure to receive or maintain, clearances or approvals for our products could prevent us from generating revenue from these products or achieving profitability.
- We cannot determine what effect changes in regulations, statutes, legal interpretation or policies, when and if promulgated, enacted or adopted may have on our business in the future.
- Our products are currently made available to authorized users of the Department of Veterans Affairs Federal Supply Schedule and if we were no longer eligible to sell our products through such channel, our business may be adversely affected.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| INSP | Inspire Medical Systems, Inc. | USD 70.97 | ▼ 0.46% |
| ESTA | Establishment Labs Holdings Inc | USD 68.97 | ▲ 3.02% |
| BFLY | Butterfly Network, Inc. | USD 7.81 | ▲ 5.83% |
| UFPT | UFP Technologies, Inc. | USD 286 | ▼ 3% |
| TMDX | TransMedics Group, Inc. | USD 66.9 | ▼ 4.06% |
| ALMR | Alamar Biosciences, Inc. | USD 34.3 | ▲ 7.42% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 08:29 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt