Intuitive Surgical (ISRG) delivered earnings and revenue surprises of +14.94% and +5.84%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
Why TCMD Stock advanced +1.67% Today — RQD Quant Desk Flash
Tactile Systems Technology Inc. (TCMD) earns a Roarable Rating of B+ (Buy) with 78/100 RQD Confidence. High-quality cash engine (76% profit margin, 17% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 8.38 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9
SEC XBRL FY 2025 (10-K): 12.3% FCF Margin ($40.4M FCF) & 75.9% Gross Margin
Put hedging (50% put share) caps near-term gamma upside (-8 pts vs max)
⚔️ Adversarial Opposing Case: Why the TCMD Bull Thesis Could Fail
Even with a 78/100 (B+) score, TCMD faces multiple-compression risk if 28.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 73.4% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($22.74) or 200D SMA ($25.87) invalidates the momentum regime and cuts Target Base ($26.50) toward Bear Floor ($19.93).
Why TCMD Stock advanced +1.67% Today — RQD Quant Desk Flash
Tactile Systems Technology Inc. (TCMD) advanced +1.67% to $24.31, trading at 40% of its 52-week range ($15.32 – $37.77). High-quality cash engine (76% profit margin, 17% return on capital) with steady institutional support.
- ▸Technical Tape: Trading at 40% of its 52-week range ($15.32 – $37.77) with RSI-14 at 49.2 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±6.1% around $24.31 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable B+ (Buy) backed by 75.9% gross margin and $40.4M annual free cash flow.
MINNEAPOLIS, Oct. 19, 2026 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD), a medical technology company providing therapies for people with chronic disorders, today
Scheduled RQD Strong Buys & Whale Accumulation Briefing (TCMD Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
TCMD Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +12.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on TCMD today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for TCMD. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (TCMD)
1. Head-to-Head Health Care Peer Comparison (TCMD vs. SGHT, MDXG, ANGO, RCEL)
Industry: Medical/Dental Instruments (120 Tracked Issuers)Across 1016 tracked Health Care securities in the Roarable RQD universe, Tactile Systems Technology Inc. (TCMD) ranks #23 by composite RQD confidence (78/100, grade B+) and #431 by equity capitalization ($550.7M). Within this direct 5-issuer industry benchmark cohort, MDXG leads on earnings valuation at 11.9x trailing P/E, while MDXG leads on capital efficiency and profitability with 47.2% ROIC and 82.6% gross margin. TCMD currently leads its immediate peer cohort in composite quantitative strength at 78/100 (B+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| TCMD
ACTIVE
Tactile Systems Technology Inc. | B+ | 78/100 | 28.9x | 75.9% | 17.1% | +1.67% | $550.7M | Benchmark Subject |
| SGHT Sight Sciences Inc. | D- | 38/100 | — | 86.2% | -35.0% | +3.57% | $527.2M | /sght-vs-tcmd → |
| MDXG MiMedx Group Inc | B+ | 77/100 | 11.9x | 82.6% | 47.2% | +0.51% | $579.3M | /mdxg-vs-tcmd → |
| ANGO AngioDynamics Inc. | D | 50/100 | — | 54.6% | -23.4% | +1.81% | $519.4M | /ango-vs-tcmd → |
| RCEL Avita Medical Inc. | D | 44/100 | — | 82.1% | -35.0% | +1.27% | $516.8M | /rcel-vs-tcmd → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001027838In its most recent audited fiscal period (FY2025, filed 2025-12-31), Tactile Systems Technology Inc. (TCMD) reported GAAP revenue of $329.5M (+12.5% vs. FY2024 revenue of $293.0M , and +20.1% cumulative change since FY2023) , GAAP net income of $19.1M, operating cash flow of $42.8M, and free cash flow of $40.4M (+5.7% YoY). On the balance sheet, TCMD closed FY2025 with $273.9M in total assets against $0 in total debt (Altman Z-Score: 8.38, Piotroski F-Score: 8/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $329.5M | $19.1M | $42.8M | $40.4M | $273.9M | — |
| FY2024 (FY) | 2024-12-31 | $293.0M | $17.0M | $40.7M | $38.3M | $297.9M | — |
| FY2023 (FY) | 2023-12-31 | $274.4M | $28.5M | $35.9M | $35.9M | — | — |
3. TCMD Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs TCMD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-01, Tactile Systems Technology Inc. (NASDAQ: TCMD) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 78/100 at a spot price of $24.31 (+1.67% 1D, market cap $550.7M). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 16/20, and SEC Balance-Sheet Forensics 16/20. Across 1016 tracked Health Care issuers, TCMD ranks #23 in composite RQD confidence.
How does TCMD compare to SGHT and MDXG in the Health Care sector?
Within the Health Care sector (Medical/Dental Instruments), TCMD carries a Roarable B+ (78/100 RQD), trailing P/E of 28.9x, gross margin of 75.9%, and ROIC of 17.1%. By comparison, SGHT (Sight Sciences Inc.) holds a D- grade (38/100 RQD, P/E N/A, ROIC -35.0%, cap $527.2M) and MDXG (MiMedx Group Inc) posts a B+ grade (77/100 RQD, P/E 11.9x, ROIC 47.2%, cap $579.3M). Among the 5-stock peer group, MDXG leads on earnings multiple (11.9x) while MDXG leads on capital efficiency (47.2% ROIC).
What are the biggest fundamental strengths and SEC risk factors for TCMD?
Per TCMD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001027838), Tactile Systems Technology Inc. generated $329.5M in revenue (+12.5% YoY), $19.1M in net income, and $40.4M in free cash flow against $273.9M in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (76% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is TCMD trading relative to its 50-day, 200-day, and 52-week technical levels?
TCMD last traded at $24.31 (+1.67% on volume of 157,936 shares), positioning the stock +6.90% above its 50-day simple moving average ($22.74) and -6.03% below its 200-day simple moving average ($25.87). Across its 52-week range of $15.32 to $37.77, TCMD sits at the 40.0% percentile with a 14-day RSI of 49.2 (NEUTRAL RANGE) and an implied next-earnings move of ±6.1% ($22.83 to $25.79).
TCMD Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is TCMD stock moving today?
Why TCMD Stock advanced +1.67% Today — RQD Quant Desk Flash. High-quality cash engine (76% profit margin, 17% return on capital) with steady institutional support.