Outset Medical, Inc. (OM)

Outset Medical's stock has experienced significant fluctuations. Over the last 12 months, the stock price decreased, but it saw an increase in the past month as of early February 2026. Key events impacting the stock include Q3 2025 earnings exceeding expectations, preliminary Q4 and full-year 2025 results exceeding analyst projections, FDA clearance for its next-generation Tablo system, a reverse stock split, analyst rating adjustments, a consumables revenue shortfall, the departure of Outset Medical's head of sales, and insider selling.

While the existence of demand seasonality data for Outset Medical, Inc. products and services is acknowledged, specific patterns or trends are not publicly available in the provided information.

Outset Medical, Inc. is a medical technology company focused on transforming the dialysis experience by developing innovative solutions to reduce the cost and complexity of treatment. The company operates within the Healthcare sector, specifically in the Medical Devices industry, also categorized under Other Devices and Supplies. Outset Medical's primary product is the Tablo Hemodialysis System, a compact console that integrates water purification, on-demand dialysate production, and advanced software and connectivity capabilities. The company also manufactures, supports, and distributes Tablo cartridges and other consumables and provides the Tablo Data Ecosystem, which includes TabloHub, MyTablo, and TabloDash. The Tablo system is FDA cleared for use in both hospital and home settings.

Outset Medical, Inc. is headquartered in San Jose, California, and operates across the United States, conducting its manufacturing in North America. The Tablo Hemodialysis System received FDA clearance for use in the U.S. and also obtained CE mark approval for distribution in Europe in 2017, indicating a past or present European market presence.

Outset Medical's brand reputation has been influenced by positive product developments and financial challenges. The FDA clearance of its next-generation Tablo hemodialysis platform is a positive event. However, the company faced a year-over-year revenue decline in 2024, which raised concerns. Additionally, an "INVESTOR ALERT" from the Pomerantz Law Firm investigating claims on behalf of investors was reported, which could negatively impact brand perception.

Outset Medical, Inc. has a substantial institutional ownership base, with 179 institutional owners and shareholders holding a total of 18,906,605 shares. Major institutional shareholders include Fmr Llc, PFM Health Sciences, LP, Alyeska Investment Group, L.P., Woodline Partners LP, BlackRock, Inc., Durable Capital Partners LP, and Vanguard Group Inc. Individual investors hold a smaller portion, with only 2.40% of the stock held by insiders.