Outset Medical, Inc. (OM)

Outset Medical's stock price has been influenced by several events in the past six months. The company's stock price increased by 24.18% over the last six months and 76.23% over the last year. Key events include strong Q2 2025 financial results with a 15% year-over-year increase in net revenue, driven by Tablo console and recurring revenue growth. The company also reported improved gross margin, reduced operating expenses, and lower cash usage. Outset Medical appointed Renee Gaeta as CFO and Kevin O'Boyle to its Board of Directors. The company presented at several healthcare conferences and announced a collaboration with Northwest Kidney Centers to enhance home hemodialysis access. Outset Medical insiders have engaged in 7 sales of OM stock on the open market, with no purchases. Outset Medical has a consensus rating of "Moderate Buy" from Wall Street analysts.

Information specifically detailing the demand seasonality for Outset Medical, Inc.'s products and services is not explicitly available. Demand for its products is likely driven by the ongoing and chronic nature of kidney disease, suggesting a relatively stable demand rather than significant seasonal fluctuations. The growth in the installed base of Tablo machines and the average usage per machine per week would be key indicators of consumable demand.

Outset Medical, Inc. is a medical technology company focused on transforming the dialysis experience by reducing its cost and complexity. The company's flagship product is the Tablo Hemodialysis System, a compact console that integrates water purification and on-demand dialysate production. The Tablo system is designed to improve patient experience, clinical outcomes, and reduce the cost of care and is FDA-cleared for use in both hospital and home settings. Outset Medical also provides the Tablo Data Ecosystem, an integrated solution that aims to empower healthcare providers to develop in-house dialysis programs.

Outset Medical, Inc. is headquartered in San Jose, California, and primarily focuses on developing its hemodialysis system for use in the United States. The Tablo Hemodialysis System is currently utilized by over 1,000 U.S. healthcare facilities.

Outset Medical's brand reputation appears generally positive, particularly concerning its innovative technology and market penetration. The Tablo Hemodialysis System is trusted by over 1,000 U.S. healthcare facilities and has facilitated millions of treatments. However, a past FDA shipment halt in June 2022 and securities law investigations in July 2022 could have impacted its reputation. More recently, the company's transparency in reporting financial results and engagement of key executives in conference calls are potential positives for its reputation.

Major institutional and individual owners of Outset Medical, Inc. include Assenagon Asset Management S.A., which holds 2.12% of the company's stock. Other institutional investors have adjusted their positions. Public companies and individual investors hold 53.62% of the stock, and other institutional investors hold 1.44%. Insiders own 3.85% of the company, including key executives such as Leslie Trigg and Steven S Williamson.