Accuray shares jump as Samsung NeuroLogica collaboration update sparks rally

Accuray Incorporated (ARAY) is up 53.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The sharp move appears tied primarily to Accuray’s September 27 announcement that it signed agreements with Samsung NeuroLogica to pursue advanced volumetric imaging for the CyberKnife platform. The news arrived just ahead of the September 28 clinical meeting activity in Boston, and investors likely viewed it as another sign that Accuray’s partnership-driven turnaround plan is gaining traction.

Details:

Accuray said the new agreements are aimed at adding advanced volumetric imaging capabilities to CyberKnife, potentially expanding treatment decision support and future adaptive treatment options.

The company described the effort as a phased collaboration covering technical, clinical, and commercial opportunities, which suggests the partnership could influence product differentiation over time.

Management had already highlighted strategic partnerships as a core part of its 2026 transformation plan, including a prior non-binding arrangement with Samsung HME America tied to imaging innovation.

Accuray’s recent fiscal fourth-quarter update also emphasized broader partnership activity and operating improvements, so traders may be connecting this latest announcement to a larger restructuring and growth narrative.

Sources:

Accuray Investor Relations, SEC, Accuray Investor Relations

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ARAY Hedge Fund Activity

We have seen 58 institutional investors add shares of $ARAY stock to their portfolio, and 86 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. removed 5,192,224 shares (-61.4%) from their portfolio in Q2 2026, for an estimated $1,338,555
TCW GROUP INC added 3,474,107 shares (+22.5%) to their portfolio in Q2 2026, for an estimated $895,624
MACKENZIE FINANCIAL CORP removed 2,346,360 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $604,891
JANE STREET GROUP, LLC added 2,139,720 shares (+inf%) to their portfolio in Q2 2026, for an estimated $551,619
AQR CAPITAL MANAGEMENT LLC added 2,101,555 shares (+340.3%) to their portfolio in Q2 2026, for an estimated $541,780
HEARTLAND ADVISORS INC removed 1,977,450 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $509,786
MILLENNIUM MANAGEMENT LLC added 1,589,145 shares (+inf%) to their portfolio in Q2 2026, for an estimated $409,681

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ARAY Government Contracts

We have seen $1,334,355 of award payments to $ARAY over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

ACCURAY CYBERKNIFE MAINTENANCE: $376,500
RADIXACT X7 TOMOTHERAPY SYSTEM PMI: $336,255
SERVICE CONTRACT FOR ACCURAY CYBERKNIFE: $326,600
ADVANTAGE CYBERKNIFE AND PRECISION SERVICE AGREEMENT BASE YEAR: $295,000

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.