ATRC 8-K SEC Filing Analysis

Latest settled — T+5d

ATRC ▼ -4.71% at T+5d

NEUTRAL call ✗ call lost -4.71% · α vs SPY -5.84% · entry $28.01 → $26.69

Next anchor: T+20d in 10d

Last close $28.29 (close May 22) · +1.00% from $28.01 entry

Entry anchored
May 5, 03:59 PM ET
via Databento tick

T+1d

0.00%

call 0.00% · α +0.33%

$28.01

settled 18d ago

T+5d

-4.71%

call -4.71% · α -5.84%

$26.69

settled 12d ago

T+20d

—

call — · α —

—

in 10d

T+60d

—

call — · α —

—

in 2mo

Price Chart

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Executive Summary

AtriCure reported Q1 2026 revenue of $141.2M (+14.3% YoY) and achieved GAAP net income of $0.1M, beating EPS consensus of -$0.07. However, full-year 2026 adjusted EPS guidance was slashed from $0.09-$0.15 to $0.00-$0.04, overshadowing the strong quarter.

Key Financial Metrics

Guidance

$600M-$610M

lowered

Gross Margin

77.4%

Actionable Insight

The sharp reduction in adjusted EPS guidance despite a strong quarter signals potential margin pressure or increased spending. Watch Q2 2026 results for confirmation of cost trends. The stock may sell off on the guidance cut, but the underlying revenue momentum suggests any dip could be a buying opportunity if margins stabilize.

Key Facts

Q1 2026 revenue $141.2M, +14.3% YoY (12.8% constant currency)
Gross margin expanded 246 bps to 77.4%
GAAP net income $0.1M vs loss of $6.7M YoY; EPS $0.00 vs consensus -$0.07
Adjusted EBITDA $17.1M, +95% YoY
FY2026 revenue guidance reaffirmed at $600-$610M
FY2026 adjusted EPS guidance lowered from $0.09-$0.15 to $0.00-$0.04

Financial Impact

Guidance cut on EPS from $0.09-$0.15 to $0.00-$0.04 implies ~70% midpoint decline; revenue guidance unchanged.

epsguidance

Risk Factors

Full-year EPS guidance cut significantly lower; margin compression risk
Selling, general & administrative expenses grew 11% YoY, outpacing revenue growth
Historical stock reaction to earnings has been negative (last report down -2% at T+20)

Market Snapshot

Exchange

Nasdaq

Sector

Surgical & Medical Instruments & Apparatus

Analyst Consensus

81% bullish (16 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001323885-26-000018
Document: atrc-20260505.htm	0001323885-26-000018
Document: 0001323885-26-000018-index-headers.html	0001323885-26-000018
Document: 0001323885-26-000018-index.html	0001323885-26-000018
Document: 0001323885-26-000018.txt	0001323885-26-000018
8-K Data (Synthetic)	0001323885-26-000018

3 reports for ATRC

T+1T+5T+20T+60

Filters

Reports for ATRC — sortable, filterable
	Type				Now
May 22, 2026 1d ago	Insider Cluster NEUTRAL ★ 2/10	$28.84 awaiting T+5	awaiting T+5	—	$28.29 (−1.91%)
May 5, 2026 18d ago	8-K MIXED ★ 6/10	$28.01 $26.69	▼ −4.71%	▼ −5.84%	$28.29 (+1.00%)
Apr 6, 2026 6w ago	DEFA14A NEUTRAL ★ 3/10	$29.19 $28.66	▼ −1.82%	▼ −5.95%	$28.29 (−3.08%)

US Market Status

Market Closed — Opens Tue (35h 15m)

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