NeuroPace, Inc. (NPCE)

The past six months have seen several notable events impacting NeuroPace's stock. In Q3 2025, NeuroPace reported strong financial results, with revenue growing 30% year-over-year. Preliminary Q4 and full-year 2025 results showed a 24% increase in Q4 revenue and a 25% increase in total revenue for fiscal year 2025. NeuroPace projected 2026 revenue to be between $98 million and $100 million. NeuroPace filed an FDA application to expand the RNS System's indication to include patients with idiopathic generalized epilepsy. The company ended its commercial partnership with DIXI Medical to refocus on the RNS System. Several analysts updated their ratings and price targets, with a consensus rating of "Moderate Buy". As of January 8, 2026, the share price was $16.96, marking a 42.04% increase from January 10, 2025.

While NeuroPace tracks seasonality in its stock returns, specific patterns for the demand seasonality of its products and services are not explicitly detailed. Demand could be influenced by hospital budgeting cycles, patient referrals, and surgical scheduling, which may exhibit some seasonal variations. However, concrete data on demand seasonality for NeuroPace's products was not available.

NeuroPace, Inc. is a medical device company focused on improving the lives of individuals with epilepsy by reducing seizures. It operates in the Healthcare sector, specifically in the Medical Devices and Advanced Medical Equipment & Technology industry. The company's primary product is the RNS® System, a brain-responsive neuromodulation system for drug-resistant focal epilepsy. The RNS System includes the neurostimulator, leads, and a Patient Remote Monitor. NeuroPace also provides a physician tablet, a patient data management system, and the nSight Platform. While focused on epilepsy, the RNS System is being explored for other neurological disorders. The company previously had a distribution agreement for Stereo EEG (SEEG) products but began winding down this relationship in the fourth quarter of 2025 to concentrate on its core RNS System product line.

NeuroPace, Inc. is headquartered in Mountain View, California, United States. Its commercial operations are primarily within the United States, selling RNS Systems to hospital facilities, particularly Level 4 Comprehensive Epilepsy Centers. While its investor base is broader, its core business operations are concentrated in the US.

NeuroPace has maintained a positive brand reputation in the past year. The company holds a news sentiment score of 1.21, which is higher than the average for medical companies. Analyst sentiment is also positive, with a consensus rating of "Moderate Buy" or "Strong Buy." Strong revenue growth and positive clinical trial data contribute to a favorable perception. No explicitly negative events impacting NeuroPace's reputation were found. The decision to wind down the SEEG product distribution was framed as a positive move.

NeuroPace's ownership is predominantly held by institutional investors, who collectively own between 71.36% and 78.83% of the outstanding shares. Major institutional shareholders include Polar Capital Holdings Plc, Soleus Capital Management, L.P., Orbimed Advisors Llc, Morgan Stanley, BlackRock, Inc., Vanguard Group Inc, First Light Asset Management, LLC, Armistice Capital, Llc, Kent Lake PR LLC, Driehaus Capital Management Llc, Accelmed Partners II LP, and State Street Corp. Individual insiders hold between 3.65% and 20.50% of the stock. URI Geiger is the largest individual shareholder, holding 26.66% of the company's shares. Promoters have decreased their stake by 2.55% over the previous quarter to hold 26.98% of the company.