ClearPoint Neuro (CLPT)
Market Price (4/15/2026): $10.38 | Market Cap: $299.4 MilSector: Health Care | Industry: Life Sciences Tools & Services
ClearPoint Neuro (CLPT)
Market Price (4/15/2026): $10.38Market Cap: $299.4 MilSector: Health CareIndustry: Life Sciences Tools & Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -55% Megatrend and thematic driversMegatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Gene Editing & Therapy, Targeted Therapies, Show more. | Weak multi-year price returns3Y Excs Rtn is -51% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 15% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -24 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -65% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 22% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -65%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -66% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -13% Key risksCLPT key risks include [1] a heavy dependence on the regulatory and commercial success of its drug delivery partners' therapies, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -55% |
| Megatrend and thematic driversMegatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Gene Editing & Therapy, Targeted Therapies, Show more. |
| Weak multi-year price returns3Y Excs Rtn is -51% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 15% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -24 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -65% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 22% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -65%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -66% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -13% |
| Key risksCLPT key risks include [1] a heavy dependence on the regulatory and commercial success of its drug delivery partners' therapies, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. ClearPoint Neuro (CLPT) reported a significant miss on its Q4 2025 earnings per share (EPS) and announced widening net losses for the full year. The company reported an EPS of -$0.23 for Q4 2025, missing analysts' estimates of -$0.21 by 9.52%. Another report indicated an even larger miss of $0.05, with an EPS of -$0.27 against an estimated -$0.22. This marked the sixth consecutive quarter ClearPoint Neuro missed EPS estimates. For the full year 2025, the net loss widened to $25.5 million, a 35% increase compared to $18.9 million in 2024.
2. The company's full-year 2026 revenue guidance fell below analyst expectations, prompting a notable stock decline. ClearPoint Neuro projected 2026 revenues to be in the range of $52 million to $56 million. The midpoint of this guidance ($54 million) was below the consensus analyst estimate of $55.50 million. This conservative outlook, which factored in recent FDA communications regarding rare disease approvals and ongoing integration efforts from a recent acquisition, led to the stock plunging more than 14% on March 18, 2026.
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Stock Movement Drivers
Fundamental Drivers
The -24.1% change in CLPT stock from 12/31/2025 to 4/14/2026 was primarily driven by a -28.5% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.68 | 10.38 | -24.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 34 | 37 | 7.7% |
| P/S Multiple | 11.3 | 8.1 | -28.5% |
| Shares Outstanding (Mil) | 28 | 29 | -1.5% |
| Cumulative Contribution | -24.1% |
Market Drivers
12/31/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| CLPT | -24.1% | |
| Market (SPY) | -5.4% | 32.1% |
| Sector (XLV) | -3.9% | 27.2% |
Fundamental Drivers
The -52.4% change in CLPT stock from 9/30/2025 to 4/14/2026 was primarily driven by a -55.8% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.79 | 10.38 | -52.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 34 | 37 | 10.1% |
| P/S Multiple | 18.3 | 8.1 | -55.8% |
| Shares Outstanding (Mil) | 28 | 29 | -2.0% |
| Cumulative Contribution | -52.4% |
Market Drivers
9/30/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| CLPT | -52.4% | |
| Market (SPY) | -2.9% | 31.8% |
| Sector (XLV) | 7.4% | 20.0% |
Fundamental Drivers
The -12.7% change in CLPT stock from 3/31/2025 to 4/14/2026 was primarily driven by a -22.5% change in the company's P/S Multiple.| (LTM values as of) | 3312025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.89 | 10.38 | -12.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 31 | 37 | 17.8% |
| P/S Multiple | 10.5 | 8.1 | -22.5% |
| Shares Outstanding (Mil) | 28 | 29 | -4.4% |
| Cumulative Contribution | -12.7% |
Market Drivers
3/31/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| CLPT | -12.7% | |
| Market (SPY) | 16.3% | 34.0% |
| Sector (XLV) | 3.3% | 24.5% |
Fundamental Drivers
The 23.0% change in CLPT stock from 3/31/2023 to 4/14/2026 was primarily driven by a 79.9% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312023 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.44 | 10.38 | 23.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 21 | 37 | 79.9% |
| P/S Multiple | 10.1 | 8.1 | -19.7% |
| Shares Outstanding (Mil) | 25 | 29 | -14.9% |
| Cumulative Contribution | 23.0% |
Market Drivers
3/31/2023 to 4/14/2026| Return | Correlation | |
|---|---|---|
| CLPT | 23.0% | |
| Market (SPY) | 63.3% | 37.3% |
| Sector (XLV) | 20.4% | 28.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CLPT Return | -29% | -25% | -20% | 127% | -11% | -37% | -45% |
| Peers Return | 6% | -8% | 11% | 14% | 6% | -13% | 15% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 81% |
Monthly Win Rates [3] | |||||||
| CLPT Win Rate | 25% | 33% | 42% | 50% | 50% | 0% | |
| Peers Win Rate | 48% | 48% | 52% | 58% | 53% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| CLPT Max Drawdown | -30% | -37% | -47% | -23% | -35% | -37% | |
| Peers Max Drawdown | -10% | -24% | -9% | -6% | -5% | -15% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MDT, ZBH, SYK, ABT, BSX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/14/2026 (YTD)
How Low Can It Go
| Event | CLPT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -84.6% | -25.4% |
| % Gain to Breakeven | 550.2% | 34.1% |
| Time to Breakeven | 698 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -49.8% | -33.9% |
| % Gain to Breakeven | 99.4% | 51.3% |
| Time to Breakeven | 152 days | 148 days |
| 2018 Correction | ||
| % Loss | -43.8% | -19.8% |
| % Gain to Breakeven | 78.0% | 24.7% |
| Time to Breakeven | 176 days | 120 days |
Compare to MDT, ZBH, SYK, ABT, BSX
In The Past
ClearPoint Neuro's stock fell -84.6% during the 2022 Inflation Shock from a high on 2/16/2021. A -84.6% loss requires a 550.2% gain to breakeven.
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About ClearPoint Neuro (CLPT)
AI Analysis | Feedback
1. Imagine an Intuitive Surgical, but exclusively focused on performing minimally invasive brain surgery using real-time MRI guidance instead of robotics.
2. Think of it like a highly specialized Medtronic or Boston Scientific, providing MRI-guided navigation and precision tools specifically for accessing and treating the brain.
AI Analysis | Feedback
- ClearPoint system: A platform designed for minimally invasive surgical procedures in the brain, including the insertion of deep brain stimulation electrodes, biopsy needles, and the infusion of pharmaceuticals and laser catheters, all under direct, intra-procedural MRI guidance.
- ClearPoint Neuro Navigation System: A system specifically designed for use within an MRI suite to aid in surgical navigation.
AI Analysis | Feedback
ClearPoint Neuro (CLPT) primarily sells its advanced medical devices and navigation systems to hospitals, academic medical centers, and surgical centers, which are institutional customers. While these institutions are the primary end-users of its core products, the company also engages in significant business-to-business relationships through licensing and collaboration agreements.
Based on the information provided regarding its license and collaboration agreements, the following public companies are identified as major customers for ClearPoint Neuro's technology, intellectual property, or specialized components/services:
These collaborations suggest a relationship where ClearPoint Neuro provides its proprietary technology, intellectual property, or specialized products and services to these larger medical device and technology companies, generating revenue for CLPT.
AI Analysis | Feedback
nullAI Analysis | Feedback
Joseph M. Burnett
Chief Executive Officer and President
Joseph M. Burnett joined ClearPoint Neuro as President and Chief Executive Officer and became a member of its Board of Directors in November 2017. Prior to ClearPoint Neuro, Mr. Burnett served as Vice President and General Manager of Neuro Diagnostics and Therapy at Philips from March 2016. He was also the Senior Vice President and Business Leader of Image Guided Therapy Devices at Philips and General Manager of Volcano Corporation (a Philips company) from February 2015 to March 2016. Before joining Philips, Mr. Burnett held various positions at Volcano Corporation from November 2004 to February 2015, including Executive Vice President and General Manager of its Coronary & Systems Business Unit. He also worked as an R&D Engineer and Product Manager at Guidant Corporation from August 1999 to November 2004.
Danilo D'Alessandro
Chief Financial Officer and Principal Accounting Officer
Danilo D'Alessandro joined ClearPoint Neuro as Vice President of Finance in September 2020 and assumed the CFO position on January 1, 2021. He has an extensive background in global corporate finance, financial planning, growth, and mergers & acquisitions (M&A). Before joining ClearPoint Neuro, from April 2015, Mr. D'Alessandro served as the global Head of Finance for the Image Guided Therapy Devices Division at Royal Philips, a business unit representing cumulative inorganic investments of approximately $4 billion. He also held a variety of senior roles at Philips in Finance and M&A in both the United States and the Netherlands.
Jeremy L. Stigall
Chief Business Officer
Jeremy L. Stigall joined ClearPoint Neuro in July 2020 as Vice President, Biologics and Drug Delivery. He became Executive Vice President and General Manager of Biologics & Drug Delivery in December 2022 and then Chief Business Officer in February 2024. Mr. Stigall brings over 20 years of experience in the medical device industry, having started his career at Guidant Corporation and Abbott Vascular in various R&D, Engineering, and Operations positions. He was responsible for the development and commercialization of several key stent delivery systems and drug-eluting stent platforms.
Mazin Sabra
Chief Operating Officer
Mazin Sabra is the Chief Operating Officer at ClearPoint Neuro. He previously served as Vice President of Supplier Quality Engineering for Philips, a multinational health technology company, since April 2021. In this role at Philips, Mr. Sabra led a global team responsible for the quality performance of suppliers for Royal Philips' products, which ranged from Class III medical devices to consumer products. He was also responsible for business procurement strategy, supply risk management, profitability, and growth.
AI Analysis | Feedback
The key risks for ClearPoint Neuro (CLPT) include:- Dependency on Biopharma Partner Success and Commercialization of Gene/Cell Therapies: ClearPoint Neuro's long-term growth, particularly in its biologics and drug delivery segment, is heavily reliant on the successful development, regulatory approval, and commercialization of therapies by its biopharma partners. The pace of gene and cell therapy commercialization, and the success of these partners' clinical trials, directly impact ClearPoint Neuro's revenue trajectory.
- Profitability and Cash Burn: The company is currently operating at a significant loss, with negative operating and net margins, and has experienced negative free cash flow. While ClearPoint Neuro maintains a cash balance, its ability to achieve consistent profitability and manage its cash burn effectively is a critical financial risk.
- Reimbursement and Regulatory Challenges: ClearPoint Neuro faces challenges related to reimbursement for its procedures, as many are billed under fixed Medicare Part A DRG payments, lacking device-specific reimbursement. Securing new CPT codes or therapy-linked reimbursement frameworks for future commercial drug procedures can be complex and time-consuming. Additionally, FDA review timelines for new products or software modules can delay market entry, and the medical device industry is inherently subject to various regulatory hurdles. Integration challenges from acquisitions, such as IRRAS, also pose risks to anticipated performance.
AI Analysis | Feedback
nullAI Analysis | Feedback
ClearPoint Neuro, Inc. (CLPT) operates in several addressable markets related to neurosurgery and advanced brain therapies. The addressable market sizes for its main products and services are as follows: * **Biologics and Drug Delivery / Cell and Gene Therapy Delivery:** The convergence of gene therapy commercialization, precision medicine, and minimally invasive neurosurgery creates a potential addressable market of over $1 billion for ClearPoint Neuro's integrated platform. More broadly, the image-guided drug delivery market, in which ClearPoint Neuro is a key player, is projected to reach $983 million by 2035 globally, with significant growth in North America, Europe, and Asia-Pacific. ClearPoint Neuro's existing four pillars of growth, including biologics and drug delivery, provide access to an existing total market valued at more than $0.5 billion. * **Neurosurgery Navigation and Laser Therapy:** * The company's existing four pillars of growth, which include neurosurgery navigation and laser therapy, provide access to a total market valued at more than $0.5 billion. * ClearPoint Neuro's PRISM Laser Therapy System, with its expanded FDA clearance for 1.5T MRI compatibility, has opened up approximately 50% of the additional neuro-LITT (laser interstitial thermal therapy) market in the United States. * The global deep brain stimulation (DBS) devices market, relevant for ClearPoint's system for electrode insertion, was valued at $704.489 billion in 2024 and is expected to reach $1353.81 billion by 2032. North America accounted for the largest revenue share (42.0%) of the global DBS market in 2024. Another estimate places the global DBS devices market at $1.61 billion in 2025, projected to grow to approximately $4.26 billion by 2035, with North America holding about 52% of the market in 2025. * **Neurocritical Care:** Following the acquisition of IRRAS in November 2025, ClearPoint Neuro gained immediate access to an addressable market of $500 million in neurocritical care. This market specifically targets the treatment of intracranial bleeding, with an estimated 400,000 procedures performed in the U.S. each year. * **Focused Ultrasound:** While ClearPoint Neuro's direct involvement in focused ultrasound is through its navigation system potentially guiding such procedures, the global high-intensity focused ultrasound (HIFU) market size was valued at $1.42 billion in 2025 and is projected to grow to $2.68 billion by 2034. North America is the largest market for HIFU, and neurological disorder applications constitute approximately 14% of this market.AI Analysis | Feedback
ClearPoint Neuro (CLPT) is positioned for future revenue growth over the next 2-3 years, driven by several key initiatives:
- Expansion of Biologics and Drug Delivery Partnerships: ClearPoint Neuro anticipates significant growth from its biologics and drug delivery segment, which includes sales of disposable products and services related to customer-sponsored preclinical and clinical trials. The company's drug delivery platform has shown strong validation through positive clinical data from partners, such as uniQure's Huntington's therapy, which is expected to lead to improved deal economics and an "inflection point" in biopharma revenue as programs for indications like Parkinson's and epilepsy potentially commercialize. Furthermore, the operational launch of ClearPoint Advanced Laboratories, a new preclinical Contract Research Organization (CRO) facility, is expected to increase capacity and enable higher-value GLP (Good Laboratory Practice) studies, thereby contributing to this revenue stream.
- Strategic Acquisition and Integration of IRRAS: The recent acquisition of IRRAS Holdings, Inc., is a crucial driver, projected to create a new market opportunity in neuro drug delivery and enhance ClearPoint Neuro's operational capabilities through an expanded sales team. This acquisition provides immediate market access to a substantial segment through the IRRAflow catheter, with ClearPoint Neuro forecasting that the integration of the IRRAflow product line will contribute to its projected revenue of $54-$60 million by 2026.
- Advancements in Neurosurgery Navigation and Therapy Products: Growth in the neurosurgery navigation and therapy segment is expected, primarily propelled by increased adoption and sales of the ClearPoint PRISM Laser Therapy System and the introduction of new navigation software. The recent FDA 510(k) clearance expanding the PRISM Laser Therapy System's compatibility with 1.5T MRI guidance, in addition to its existing 3T MRI clearance, significantly broadens its market reach by opening up over 50% of the existing neuro laser interstitial thermal therapy (LITT) market. Expected CE Mark approval in Europe for PRISM 1.5T in the second half of 2026 will further extend its market presence.
- Expansion of Installed Base and Global Commercial Footprint: ClearPoint Neuro is focused on expanding its installed base of capital equipment and software, which includes the ClearPoint Neuro Navigation System and PRISM laser units. The company is also actively working to activate new global centers and secure expanded international regulatory approvals in regions such as Canada, Hong Kong, and Taiwan. This strategic global expansion is intended to broaden its commercial reach, support a growing number of cell and gene therapy trials, and prepare for eventual commercialization on a wider scale.
- Development and Introduction of New Product Innovations: ClearPoint Neuro is investing in research and development to bring new innovations to market, such as its prototype Robotic Neuro-Navigation System. This system is being designed to enable the ClearPoint Neuro Navigation software to control robotic arms for various minimally invasive cranial surgical procedures, including cell and gene therapy infusions, laser catheter placement, and deep brain stimulation. Such new product launches are anticipated to be significant catalysts for future revenue growth, broadening the company's product portfolio and addressing unmet needs in neurological care.
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Share Issuance
- ClearPoint Neuro issued 1,325,000 shares of its common stock as part of the closing consideration for the acquisition of IRRAS Holdings, Inc. on November 6, 2025.
- On May 12, 2025, the company completed a registered direct offering, selling 275,808 shares at $12.69 each, raising approximately $3.5 million.
- In August 2025, ClearPoint Neuro entered into a stock purchase agreement with Oberland Capital Management for an additional $3.5 million in gross proceeds from the purchase of its common stock.
Inbound Investments
- ClearPoint Neuro entered into a note financing arrangement with Oberland Capital Management for up to $105.0 million, with $30.0 million of gross proceeds funded at closing on August 12, 2025.
- On November 5, 2025, the company arranged access to an additional $20.0 million under its existing note agreement with Oberland Capital, contingent on the IRRAS acquisition closing.
Outbound Investments
- ClearPoint Neuro completed the acquisition of IRRAS Holdings, Inc. on November 6, 2025, for $5.0 million in cash and 1,325,000 shares of its common stock, with potential future earnout payments.
Capital Expenditures
- Capital expenditures for the last 12 months (as of early March 2026) were reported as -$736,000.
- The company's capital expenditures for the year 2024 were $275,000.
- Proceeds from a May 2025 stock offering were intended for general corporate purposes, which included capital expenditures.
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| 03202026 | WAT | Waters | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -0.4% | -0.4% | -3.3% |
| 03202026 | GILD | Gilead Sciences | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 1.6% | 1.6% | -2.2% |
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Peer Comparisons
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 92.32 |
| Mkt Cap | 103.8 |
| Rev LTM | 22,596 |
| Op Inc LTM | 4,515 |
| FCF LTM | 3,844 |
| FCF 3Y Avg | 3,063 |
| CFO LTM | 4,789 |
| CFO 3Y Avg | 3,912 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.2% |
| Rev Chg 3Y Avg | 8.3% |
| Rev Chg Q | 11.2% |
| QoQ Delta Rev Chg LTM | 2.9% |
| Op Mgn LTM | 18.4% |
| Op Mgn 3Y Avg | 18.4% |
| QoQ Delta Op Mgn LTM | 0.5% |
| CFO/Rev LTM | 20.6% |
| CFO/Rev 3Y Avg | 20.1% |
| FCF/Rev LTM | 16.8% |
| FCF/Rev 3Y Avg | 15.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 103.8 |
| P/S | 4.3 |
| P/EBIT | 18.8 |
| P/E | 26.9 |
| P/CFO | 16.9 |
| Total Yield | 4.1% |
| Dividend Yield | 1.0% |
| FCF Yield 3Y Avg | 3.0% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -0.9% |
| 3M Rtn | -13.3% |
| 6M Rtn | -15.6% |
| 12M Rtn | -7.2% |
| 3Y Rtn | 11.1% |
| 1M Excs Rtn | -6.0% |
| 3M Excs Rtn | -13.6% |
| 6M Excs Rtn | -21.2% |
| 12M Excs Rtn | -38.0% |
| 3Y Excs Rtn | -49.9% |
Price Behavior
| Market Price | $10.38 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 05/21/2012 | |
| Distance from 52W High | -64.9% | |
| 50 Days | 200 Days | |
| DMA Price | $11.29 | $14.09 |
| DMA Trend | down | down |
| Distance from DMA | -8.0% | -26.3% |
| 3M | 1YR | |
| Volatility | 98.2% | 100.2% |
| Downside Capture | 1.37 | 1.26 |
| Upside Capture | 165.61 | 170.75 |
| Correlation (SPY) | 29.5% | 27.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.60 | 2.71 | 2.37 | 2.38 | 1.82 | 2.08 |
| Up Beta | 22.17 | 7.68 | 4.61 | 4.82 | 1.79 | 2.18 |
| Down Beta | 0.66 | -0.16 | 0.42 | 1.72 | 1.69 | 2.05 |
| Up Capture | -2% | 242% | 251% | 92% | 245% | 983% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 10 | 20 | 32 | 58 | 114 | 350 |
| Down Capture | 250% | 275% | 262% | 214% | 153% | 112% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 12 | 22 | 30 | 67 | 132 | 388 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CLPT | |
|---|---|---|---|---|
| CLPT | -11.0% | 99.9% | 0.30 | - |
| Sector ETF (XLV) | 11.9% | 16.0% | 0.52 | 20.0% |
| Equity (SPY) | 24.2% | 12.9% | 1.49 | 28.2% |
| Gold (GLD) | 53.4% | 27.6% | 1.55 | 7.6% |
| Commodities (DBC) | 26.8% | 16.2% | 1.47 | 0.5% |
| Real Estate (VNQ) | 18.7% | 13.8% | 1.00 | 12.8% |
| Bitcoin (BTCUSD) | -6.8% | 42.9% | -0.05 | 22.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CLPT | |
|---|---|---|---|---|
| CLPT | -14.3% | 77.3% | 0.12 | - |
| Sector ETF (XLV) | 6.6% | 14.6% | 0.27 | 31.7% |
| Equity (SPY) | 11.1% | 17.0% | 0.50 | 40.3% |
| Gold (GLD) | 22.5% | 17.8% | 1.03 | 11.3% |
| Commodities (DBC) | 11.7% | 18.8% | 0.51 | 8.3% |
| Real Estate (VNQ) | 3.9% | 18.8% | 0.11 | 27.7% |
| Bitcoin (BTCUSD) | 5.8% | 56.5% | 0.32 | 24.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CLPT | |
|---|---|---|---|---|
| CLPT | 13.1% | 78.0% | 0.57 | - |
| Sector ETF (XLV) | 9.9% | 16.5% | 0.49 | 27.3% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 34.1% |
| Gold (GLD) | 14.3% | 15.9% | 0.75 | 8.0% |
| Commodities (DBC) | 8.8% | 17.6% | 0.42 | 10.0% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 24.6% |
| Bitcoin (BTCUSD) | 67.7% | 66.9% | 1.07 | 19.5% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/17/2026 | -13.9% | -15.6% | |
| 11/6/2025 | -13.3% | -15.0% | -26.3% |
| 8/12/2025 | 13.1% | -0.8% | 5.2% |
| 5/13/2025 | -12.5% | -9.9% | -14.9% |
| 2/26/2025 | -17.5% | -17.7% | -27.9% |
| 11/7/2024 | -13.2% | -16.2% | 9.2% |
| 8/7/2024 | 40.7% | 52.6% | 84.6% |
| 3/12/2024 | 18.5% | 15.4% | 2.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 8 | 11 |
| # Negative | 15 | 14 | 10 |
| Median Positive | 13.6% | 12.0% | 12.1% |
| Median Negative | -12.5% | -10.5% | -16.6% |
| Max Positive | 40.7% | 52.6% | 84.6% |
| Max Negative | -17.7% | -21.7% | -30.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 03/17/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/12/2025 | 10-Q |
| 03/31/2025 | 05/13/2025 | 10-Q |
| 12/31/2024 | 02/26/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 03/12/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/01/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/10/2022 | 10-Q |
| 03/31/2022 | 05/11/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 3/17/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 52.00 Mil | 54.00 Mil | 56.00 Mil | -5.3% | Lowered | Guidance: 57.00 Mil for 2026 | |
Prior: Q4 2025 Earnings Reported 1/12/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 54.00 Mil | 57.00 Mil | 60.00 Mil | 0 | Affirmed | Guidance: 57.00 Mil for 2026 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Burnett, Joseph | CEO and President | See Footnote | Sell | 10142025 | 26.98 | 26,463 | 714,021 | 5,856,652 | Form |
| 2 | Richards, Timothy T | Direct | Sell | 6122025 | 13.28 | 10,000 | 132,800 | 1,027,620 | Form | |
| 3 | Burnett, Joseph | CEO and President | See Footnote | Sell | 6112025 | 13.29 | 21,247 | 282,373 | 3,236,407 | Form |
| 4 | Fallon, Lynnette C | Direct | Sell | 6052025 | 12.57 | 10,200 | 128,226 | 514,174 | Form | |
| 5 | Burnett, Joseph | CEO and President | See Footnote | Sell | 1272026 | 15.57 | 2,943 | 45,823 | 3,333,786 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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