iRhythm Technologies (IRTC) Stock Rises on Q4 2025 Earnings

iRhythm Technologies Inc. (IRTC) — Q4 2025 highlights:

Revenue: $208.9 million, up 27.1% year-over-year.

Gross profit: $148.1 million, up 28.7% year-over-year.

Cost of sales: $60.8 million, up 23.5% year-over-year.

Profitability and earnings:

Operating profit: $2.3 million, down 156.0% year-over-year.

Net income attributable to common shareholders: $5.6 million, down 518.5% year-over-year.

Diluted earnings per share: $0.17, down 525.0% year-over-year.

Cash flow and balance sheet:

Cash from operating activities: $26.2 million, up 36.3% year-over-year.

Purchases of property, plant and equipment: $(11.7 million), up 71.3% year-over-year.

Cash and cash equivalents: $236.0 million, down 43.8% year-over-year.

Total liabilities: $867.3 million, up 3.2% year-over-year.

Market reaction:

Stock price change since market close: 1.33%.

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

iRhythm Technologies Inc. Insider Trading Activity

iRhythm Technologies Inc. insiders have traded $IRTC stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.

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

QUENTIN S. BLACKFORD (President and CEO) sold 14,059 shares for an estimated $2,571,907
DANIEL G. WILSON (Chief Financial Officer) has made 0 purchases and 2 sales selling 13,000 shares for an estimated $2,534,520.
ABHIJIT Y TALWALKAR has made 0 purchases and 6 sales selling 5,312 shares for an estimated $924,961.
PATRICK MICHAEL MURPHY (CBO and CLO) sold 2,478 shares for an estimated $458,008
SUMI SHRISHRIMAL (EVP, Chief Risk Officer) sold 653 shares for an estimated $109,129
CHAD PATTERSON (CHIEF COMM & PRODUCT OFFICER) sold 280 shares for an estimated $51,752

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

iRhythm Technologies Inc. Hedge Fund Activity

We have seen 145 institutional investors add shares of iRhythm Technologies Inc. stock to their portfolio, and 189 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,450,386 shares (-63.6%) from their portfolio in Q4 2025, for an estimated $257,356,491
RTW INVESTMENTS, LP added 1,181,990 shares (+inf%) to their portfolio in Q4 2025, for an estimated $209,732,305
ARTISAN PARTNERS LIMITED PARTNERSHIP removed 1,055,521 shares (-41.1%) from their portfolio in Q4 2025, for an estimated $187,291,646
MILLENNIUM MANAGEMENT LLC added 548,519 shares (+197.4%) to their portfolio in Q4 2025, for an estimated $97,329,211
SANDS CAPITAL MANAGEMENT, LLC removed 536,465 shares (-24.0%) from their portfolio in Q4 2025, for an estimated $95,190,349
CHAMPLAIN INVESTMENT PARTNERS, LLC removed 365,627 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $64,876,854
JPMORGAN CHASE & CO added 319,149 shares (+72.6%) to their portfolio in Q4 2025, for an estimated $56,629,798

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

iRhythm Technologies Inc. Analyst Ratings

Wall Street analysts have issued reports on $IRTC in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Truist Securities issued a "Buy" rating on 12/18/2025
Canaccord Genuity issued a "Buy" rating on 10/31/2025
Needham issued a "Buy" rating on 10/31/2025
BTIG issued a "Buy" rating on 10/31/2025
Citigroup issued a "Buy" rating on 10/31/2025
JP Morgan issued a "Overweight" rating on 10/31/2025
Baird issued a "Outperform" rating on 10/10/2025

To track analyst ratings and price targets for iRhythm Technologies Inc., check out Quiver Quantitative's $IRTC forecast page.

iRhythm Technologies Inc. Price Targets

Multiple analysts have issued price targets for $IRTC recently. We have seen 12 analysts offer price targets for $IRTC in the last 6 months, with a median target of $215.0.

Here are some recent targets:

Nathan Treybeck from Wells Fargo set a target price of $225.0 on 01/13/2026
David Saxon from Needham set a target price of $244.0 on 01/12/2026
Vijay Kumar from Evercore ISI Group set a target price of $210.0 on 01/05/2026
Richard Newitter from Truist Securities set a target price of $215.0 on 12/18/2025
Cecilia Furlong from Morgan Stanley set a target price of $205.0 on 12/02/2025
Marie Thibault from BTIG set a target price of $215.0 on 10/31/2025
David Roman from Goldman Sachs set a target price of $202.0 on 10/31/2025