Tactile Systems Technology (TCMD) Stock Rises on Q4 2025 Earnings

Tactile Systems Technology, Inc. (TCMD) reported Q4 2025 results showing revenue strength and an earnings beat: revenue reached $103.6 million (up 21.0% year-over-year), above the consensus estimate of $95.7 million. Diluted earnings per share came in at $0.46, topping the estimate of $0.45.

Gross profit: $81.0 million (up 25.9% YoY).

Operating profit: $18.8 million (up 50.0% YoY), reflecting expanding operating leverage.

Net income attributable to common shareholders: $10.6 million (up 9.5% YoY).

Cost of sales: $22.6 million (up 6.5% YoY).

Cash from operating activities: $17.3 million (up 5.9% YoY).

Purchases of property, plant and equipment: $0.5 million (up 10.9% YoY).

Cash and cash equivalents: $83.4 million (down 11.6% YoY).

Total liabilities: $55.0 million (down 32.3% YoY), supporting a stronger balance-sheet position.

Market reaction was notable: the stock moved by 21.21% since market close. Overall, TCMD delivered a quarter with top-line growth, margin expansion and modest cash-flow gains while beating both revenue and EPS expectations.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Tactile Systems Technology Inc. Insider Trading Activity

Tactile Systems Technology Inc. insiders have traded $TCMD stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $TCMD stock by insiders over the last 6 months:

KRISTIE BURNS (Sr. VP Mktg & Clinical Affairs) sold 5,139 shares for an estimated $148,260

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Tactile Systems Technology Inc. Hedge Fund Activity

We have seen 92 institutional investors add shares of Tactile Systems Technology Inc. stock to their portfolio, and 67 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MORGAN STANLEY removed 829,873 shares (-36.2%) from their portfolio in Q4 2025, for an estimated $24,066,317
CAPITOLIS LIQUID GLOBAL MARKETS LLC removed 707,662 shares (-78.4%) from their portfolio in Q4 2025, for an estimated $20,522,198
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 529,367 shares (+485.7%) to their portfolio in Q4 2025, for an estimated $15,351,643
POLAR ASSET MANAGEMENT PARTNERS INC. removed 392,107 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $5,426,760
NEXT CENTURY GROWTH INVESTORS LLC added 389,980 shares (+inf%) to their portfolio in Q4 2025, for an estimated $11,309,420
AMERICAN CENTURY COMPANIES INC added 279,481 shares (+328.3%) to their portfolio in Q4 2025, for an estimated $8,104,949
MARSHALL WACE, LLP added 265,517 shares (+inf%) to their portfolio in Q4 2025, for an estimated $7,699,993

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Tactile Systems Technology Inc. Analyst Ratings

Wall Street analysts have issued reports on $TCMD in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 11/04/2025
Lake Street issued a "Buy" rating on 11/04/2025

To track analyst ratings and price targets for Tactile Systems Technology Inc., check out Quiver Quantitative's $TCMD forecast page.

Tactile Systems Technology Inc. Price Targets

Multiple analysts have issued price targets for $TCMD recently. We have seen 3 analysts offer price targets for $TCMD in the last 6 months, with a median target of $32.0.

Here are some recent targets:

Adam Maeder from Piper Sandler set a target price of $35.0 on 01/05/2026
Ryan Zimmerman from BTIG set a target price of $28.0 on 11/04/2025
Ben Haynor from Lake Street set a target price of $32.0 on 11/04/2025