Establishment Labs Holdings Inc. (NASDAQ: ESTA) reported third-quarter 2026 revenue of $72.0 million, up 33.9% from a year earlier, while its GAAP net loss narrowed to $10.7 million, or $0.35 per share.
The company reported its first quarter of positive operating and free cash flow and raised its full-year 2026 revenue outlook to more than $274 million.
- U.S. revenue increased 119.0% to $26.0 million; revenue outside the U.S. rose 9.7% to $46.0 million.
- GAAP gross profit was $49.7 million, representing a 69.1% gross margin.
- GAAP operating expenses were $52.3 million, compared with $41.7 million in the prior-year quarter.
- Net cash provided by operating activities was approximately $7.7 million, and free cash flow was $5.1 million.
- Cash and cash equivalents totaled $75.8 million as of September 30, 2026.
- The company expanded its U.S. commercial footprint to more than 2,100 accounts and said more than 400 plastic surgeons had been trained on Preservé.
$ESTA Insider Trading Activity
$ESTA insiders have traded $ESTA stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $ESTA stock by insiders over the last 6 months:
- ASSET MANAGEMENT, LLC JW has made 0 purchases and 5 sales selling 111,112 shares for an estimated $8,103,219.
- QUIROS JUAN JOSE CHACON has made 0 purchases and 4 sales selling 75,000 shares for an estimated $5,305,876.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ESTA Hedge Fund Activity
We have seen 117 institutional investors add shares of $ESTA stock to their portfolio, and 81 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,533,497 shares (+inf%) to their portfolio in Q2 2026, for an estimated $131,589,377
- BLACKROCK, INC. added 1,454,482 shares (+1140.6%) to their portfolio in Q2 2026, for an estimated $124,809,100
- RUBRIC CAPITAL MANAGEMENT LP added 688,325 shares (+inf%) to their portfolio in Q2 2026, for an estimated $59,065,168
- BAMCO INC /NY/ removed 678,069 shares (-70.3%) from their portfolio in Q2 2026, for an estimated $58,185,100
- TYRO CAPITAL MANAGEMENT LLC removed 545,750 shares (-47.4%) from their portfolio in Q2 2026, for an estimated $46,830,807
- GOLDMAN SACHS GROUP INC removed 465,003 shares (-73.5%) from their portfolio in Q2 2026, for an estimated $39,901,907
- UBS GROUP AG added 401,303 shares (+271.8%) to their portfolio in Q2 2026, for an estimated $34,435,810
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.