iRhythm Holdings, Inc. (IRTC)

iRhythm Holdings, Inc. announced strong preliminary fourth-quarter 2025 results and a business update at the J.P. Morgan Healthcare Conference in January 2026. The company anticipates its full-year 2025 revenue to exceed the high end of its previously stated guidance of $740 million, driven by record revenue unit volume in Q4 2025. For the full year 2026, the company projects revenue of approximately $870 million to $880 million, representing 17% to 18% year-over-year growth, and an adjusted EBITDA margin of about 11.5% to 12.5%. This positive outlook and strong performance have led to several analyst upgrades and increased price targets from firms. The company also achieved free cash flow positivity for the first time in its history in 2025. Despite these positive developments, some insider selling by executives was reported in Q3 2025 and December 2025. The stock price has shown volatility, with a 52-week high of $212 and a low of $86.99, and a recent closing price of $168.99 as of January 12, 2026.

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iRhythm Holdings, Inc. is a digital healthcare company specializing in solutions for diagnosing cardiac arrhythmias, operating in the Healthtech, Medical Equipment, and Medical Diagnostics industries. Its primary product is the Zio® portfolio, which includes the Zio Monitor System, Zio XT, and Zio AT, wire-free, patch-based, wearable biosensors that record ECG data for up to 14 days. The Zio system incorporates cloud-based data analytics and proprietary algorithms. iRhythm also offers the Zio ECG Utilization Software System (ZEUS), ZioSuite, and the MyZio patient app.

iRhythm Holdings, Inc. is headquartered in San Francisco, California, and has U.S. offices in Chicago, Illinois; Cypress, California; and Houston, Texas. Internationally, iRhythm has a presence in Mandaluyong, NCR, Philippines, and London, England, United Kingdom. The company offers its Zio services in Austria, the Netherlands, Spain, Switzerland, and Japan.

iRhythm's brand reputation has been positively influenced by strong clinical evidence supporting its Zio long-term continuous monitoring technology, with data from over 1.4 million patients demonstrating its clinical superiority. Studies presented at the Asia Pacific Heart Rhythm Society Sessions in November 2025 showed consistent performance in Asian populations, and American Heart Association data validated successful at-home self-application and earlier detection in at-risk populations. The company's successful commercial performance, including exceeding revenue guidance and achieving free cash flow positivity, also contributes positively to its reputation. iRhythm's focus on developing AI-driven remote heart monitoring solutions and leveraging proprietary algorithms further positions it as an innovative leader in digital health. In July 2025, the company partnered with Lucem Health to use predictive AI for earlier arrhythmia identification. In May 2025, iRhythm commercially launched its Zio long-term continuous ECG monitoring system in Japan.

iRhythm Technologies, Inc. has significant institutional ownership, with 618 institutional owners and shareholders holding a total of 44,194,232 shares. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Artisan Partners Limited Partnership, Sands Capital Management, LLC, Capital Research Global Investors, State Street Corp, Geode Capital Management, Llc, and others. Individual investors and the public float represent approximately 30.70% of ownership, while insiders hold about 1.57%. The CEO, Quentin Blackford, directly owns approximately 0.28% of the company's shares.