Allurion Technologies, Inc. (ALUR)

Allurion Technologies' stock has been impacted by several events in the past six months. The company received a NYSE delisting notice, which it is appealing. It also received U.S. FDA approval for its Gastric Balloon System. Allurion announced the exercise of outstanding warrants, generating approximately $3.0 million in gross proceeds. The company announced a partnership to offer combination therapy with Mounjaro® (tirzepatide) at discounted prices. Preliminary Q4 and full-year 2025 results were announced, expecting Q4 revenue of $3.3 million to $3.7 million and full-year revenue of approximately $15 million. Allurion began training and on-boarding U.S. partner accounts and started manufacturing its FDA-approved product, with first shipments expected in April 2026. The stock price has been highly volatile and underperformed the US Consumer Services industry and the broader US market.

Allurion Technologies' revenue has been impacted by seasonality, as reflected in the company's Q3 2025 revenue.

Allurion Technologies, Inc. is a medical technology company focused on addressing obesity through its weight-loss platform. The company's flagship offering is the Allurion Program, which includes the Allurion Smart Capsule, a swallowable intragastric balloon, and the Allurion Virtual Care Suite (VCS), a digital therapeutic with remote patient monitoring tools and a behavior change program.

Allurion Technologies has a global presence, with solutions available in North America, Europe, the Middle East, and Asia, including countries like Spain, France, and Turkey. The company launched commercial operations in the United States in April 2026 and is exploring partnerships with self-insured employers.

Allurion Technologies has focused on strengthening its brand as a pioneer in metabolically healthy weight loss. The U.S. FDA approval of its Gastric Balloon System and the subsequent commercial launch have positively impacted its reputation. However, the NYSE delisting notice could negatively affect investor confidence.

Allurion Technologies Inc. has a significant number of institutional owners and shareholders. As of February 19, 2026, 23 institutional owners and shareholders had filed 13D/G or 13F forms, holding a total of 6,788,609 shares. Institutional investors own 21.39% of Allurion Technologies' stock. Insider trading activity in the past six months shows two sales by Michael R. Davin, with no purchases.