iRhythm Expects Revenue of $870M to $880M in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
0mins
Should l Buy IRTC?
For full year 2026, expect revenue of approximately $870 million to $880 million, or approximately 17% to 18% year-over-year growth, and anticipate adjusted EBITDA margin of approximately 11.5% to 12.5%. "2025 has been a transformative year for iRhythm, with strong execution against our aspiration to drive best-in-class quality systems, record commercial volumes, over 25% year-over-year revenue growth, and achieving free cash flow positivity for the first time in company history," said Quentin Blackford, iRhythm's President and CEO. "Our comprehensive clinical evidence program - including AVALON and CAMELOT publications - continues to reinforce Zio LTCM's clinical superiority in support of addressable market expansion across additional populations and care settings. As we enter 2026, we're well-positioned to accelerate our leadership with multiple growth catalysts ahead, including deepening penetration in primary care and population health through AI-powered risk stratification partnerships, momentum within mobile cardiac telemetry, expansion into adjacent markets such as obstructive sleep apnea, and continued international execution. With our proven ability to scale efficiently, we're confident we can deliver sustainable, profitable growth while transforming cardiac care for millions of patients worldwide."
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Analyst Views on IRTC
Wall Street analysts forecast IRTC stock price to rise
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 118.220
Low
205.00
Averages
222.00
High
244.00
Current: 118.220
Low
205.00
Averages
222.00
High
244.00
About IRTC
iRhythm Holdings, Inc. is a digital healthcare company that creates trusted solutions that detect, predict, and prevent disease. The Company's principal business is the design, development, and commercialization of device-based technology to provide ambulatory cardiac monitoring services that allow clinicians to diagnose certain arrhythmias quicker and with greater efficiency than other services that rely on traditional technology. The Company provides Zio ambulatory cardiac monitoring services, including long-term continuous monitoring (LTCM), short-term continuous monitoring, and mobile cardiac telemetry (MCT) monitoring services, using a proprietary system that combines an FDA-cleared and CE-marked wire-free, patch-based, 14-day wearable biosensor that continuously records ECG data, with a proprietary FDA-cleared, CE-marked, Japan PDMA approved cloud-based data analytic software to help physicians monitor patients and diagnose arrhythmias.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
RTW Investments Establishes New Position in iRhythm Holdings
- New Investment Position: RTW Investments disclosed a new position in iRhythm Holdings by acquiring 1,181,990 shares in Q4 2026, valued at approximately $210 million, indicating strong conviction in the company's potential.
- Asset Allocation Insight: The iRhythm stake represents 2.1% of RTW's total assets, ranking as the eleventh-largest holding in its 13F report, reflecting the fund's focus and deep expertise in the healthcare sector.
- Market Performance: As of March 19, 2026, iRhythm's shares were priced at $117.78, marking a 14.2% increase over the past year, although underperforming the S&P 500 by 3.5 percentage points, suggesting market recognition of its offerings.
- Business Model Advantage: iRhythm's Zio platform integrates wearable devices with cloud-based analytics for continuous arrhythmia monitoring, creating a more resilient recurring revenue model compared to traditional device sales, aligning with the growing trend of remote patient monitoring.
See More
RTW Investments Acquires IRTC Shares Worth $210 Million
- Significant Investment: RTW Investments acquired 1,181,990 shares of iRhythm Holdings (NASDAQ: IRTC) in Q4 2025, with an estimated position value of $210 million, indicating strong conviction in the company's potential.
- Key Holding Position: This acquisition makes iRhythm RTW's eleventh-largest holding, representing 2.1% of the fund's 13F reportable AUM, reflecting the fund's focus and deep expertise in the healthcare sector.
- Market Potential: iRhythm's Zio platform offers innovative cardiac monitoring solutions, and as remote patient monitoring becomes more standard, the demand for its services is expected to grow, further solidifying the company's market position.
- Investor Focus: For retail investors interested in the digital health space, iRhythm represents a focused play on cardiac care innovation, although the Motley Fool analyst team did not include it in their list of top investment stocks.
See More
iRhythm Holdings Reports Strong Q4 2025 Earnings Growth
- Significant Revenue Growth: iRhythm reported Q4 2025 revenue of $208.9 million, reflecting a 27.1% year-over-year increase, with full-year revenue reaching $747.1 million, a 26.2% growth, underscoring strong performance in cardiology and primary care, thereby solidifying market position.
- Profitability Breakthrough: The company achieved a net income of $5.6 million for the fourth quarter, translating to $0.17 per diluted share, marking the first positive quarterly net income in its history, with adjusted EBITDA at $34.3 million or 16.4% of revenue, indicating a significant improvement in profitability.
- International Market Expansion: iRhythm has commercialized in the U.K., select EU markets, and Japan, achieving its largest quarterly volume ever in the U.K., highlighting rapid growth potential in international markets that will further drive future revenue growth.
- Optimistic Outlook: The company expects 2026 revenue to range between $870 million and $880 million, representing a 16% to 18% year-over-year growth, while adjusted EBITDA margins are projected to expand to 11.5% to 12.5%, reflecting confidence in sustained growth and profitability.
See More
iRhythm Technologies Exceeds 2025 Earnings Expectations
- Significant Revenue Growth: iRhythm Technologies reported a revenue of $747.1 million for 2025, reflecting a 26.2% year-over-year increase primarily driven by heightened demand for Zio services, indicating strong growth potential in the cardiac monitoring market.
- Improved Gross Margin: The gross profit for 2025 was $527.3 million, with a gross margin of 70.6%, up from 68.9% in 2024, showcasing enhancements in scale and operational efficiencies that contributed to lower unit service costs.
- Reduced Net Loss: The net loss for 2025 was $44.6 million, translating to a diluted loss of $1.39 per share, a significant improvement from the net loss of $113.3 million and diluted loss of $3.63 per share in 2024, reflecting progress towards profitability.
- Optimistic 2026 Guidance: iRhythm anticipates revenue between $870 million and $880 million for 2026, with an adjusted EBITDA margin of 11.5% to 12.5%, indicating continued volume-led growth and disciplined investment in innovation and market expansion.
See More
iRhythm Technologies Set to Announce Q4 Earnings
- Earnings Announcement: iRhythm Technologies is set to release its Q4 2023 earnings on February 19th after market close, with consensus EPS estimates at $0.06, reflecting a 250% year-over-year increase, and revenue estimates at $202.61 million, indicating a 23.3% year-over-year growth, showcasing the company's robust growth potential.
- Performance Beat Record: Over the past two years, iRhythm has beaten EPS estimates 50% of the time and has achieved a 100% beat rate on revenue estimates, underscoring the company's strong reputation among market analysts and consistent performance.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and three downward adjustments, while revenue estimates have experienced seven upward revisions and one downward change, reflecting mixed market sentiment regarding the company's future performance, which could impact investor confidence.
- Future Growth Outlook: iRhythm anticipates exceeding its revenue guidance for 2025 and forecasts up to 18% growth in 2026, demonstrating the company's confidence in future market opportunities and a proactive growth strategy.
See More
Investigation into iRhythm Technologies' Corporate Governance Breaches
- Shareholder Rights Investigation: Halper Sadeh LLC is investigating whether certain officers and directors of iRhythm Technologies, Inc. breached their fiduciary duties, potentially impacting corporate governance.
- Legal Relief Options: Long-term shareholders of iRhythm stock may seek corporate governance reforms, fund recovery, or court-approved financial awards, aimed at enhancing transparency and accountability within the company.
- Importance of Participation: Shareholder involvement can improve company policies and oversight mechanisms, thereby increasing shareholder value and enhancing the effectiveness and transparency of management.
- Law Firm Background: Halper Sadeh LLC represents investors globally, focusing on securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors.
See More
RTW Investments Establishes New Position in iRhythm Holdings
- New Investment Position: RTW Investments disclosed a new position in iRhythm Holdings by acquiring 1,181,990 shares in Q4 2026, valued at approximately $210 million, indicating strong conviction in the company's potential.
- Asset Allocation Insight: The iRhythm stake represents 2.1% of RTW's total assets, ranking as the eleventh-largest holding in its 13F report, reflecting the fund's focus and deep expertise in the healthcare sector.
- Market Performance: As of March 19, 2026, iRhythm's shares were priced at $117.78, marking a 14.2% increase over the past year, although underperforming the S&P 500 by 3.5 percentage points, suggesting market recognition of its offerings.
- Business Model Advantage: iRhythm's Zio platform integrates wearable devices with cloud-based analytics for continuous arrhythmia monitoring, creating a more resilient recurring revenue model compared to traditional device sales, aligning with the growing trend of remote patient monitoring.
See More
RTW Investments Acquires IRTC Shares Worth $210 Million
- Significant Investment: RTW Investments acquired 1,181,990 shares of iRhythm Holdings (NASDAQ: IRTC) in Q4 2025, with an estimated position value of $210 million, indicating strong conviction in the company's potential.
- Key Holding Position: This acquisition makes iRhythm RTW's eleventh-largest holding, representing 2.1% of the fund's 13F reportable AUM, reflecting the fund's focus and deep expertise in the healthcare sector.
- Market Potential: iRhythm's Zio platform offers innovative cardiac monitoring solutions, and as remote patient monitoring becomes more standard, the demand for its services is expected to grow, further solidifying the company's market position.
- Investor Focus: For retail investors interested in the digital health space, iRhythm represents a focused play on cardiac care innovation, although the Motley Fool analyst team did not include it in their list of top investment stocks.
See More
iRhythm Holdings Reports Strong Q4 2025 Earnings Growth
- Significant Revenue Growth: iRhythm reported Q4 2025 revenue of $208.9 million, reflecting a 27.1% year-over-year increase, with full-year revenue reaching $747.1 million, a 26.2% growth, underscoring strong performance in cardiology and primary care, thereby solidifying market position.
- Profitability Breakthrough: The company achieved a net income of $5.6 million for the fourth quarter, translating to $0.17 per diluted share, marking the first positive quarterly net income in its history, with adjusted EBITDA at $34.3 million or 16.4% of revenue, indicating a significant improvement in profitability.
- International Market Expansion: iRhythm has commercialized in the U.K., select EU markets, and Japan, achieving its largest quarterly volume ever in the U.K., highlighting rapid growth potential in international markets that will further drive future revenue growth.
- Optimistic Outlook: The company expects 2026 revenue to range between $870 million and $880 million, representing a 16% to 18% year-over-year growth, while adjusted EBITDA margins are projected to expand to 11.5% to 12.5%, reflecting confidence in sustained growth and profitability.
See More
iRhythm Technologies Exceeds 2025 Earnings Expectations
- Significant Revenue Growth: iRhythm Technologies reported a revenue of $747.1 million for 2025, reflecting a 26.2% year-over-year increase primarily driven by heightened demand for Zio services, indicating strong growth potential in the cardiac monitoring market.
- Improved Gross Margin: The gross profit for 2025 was $527.3 million, with a gross margin of 70.6%, up from 68.9% in 2024, showcasing enhancements in scale and operational efficiencies that contributed to lower unit service costs.
- Reduced Net Loss: The net loss for 2025 was $44.6 million, translating to a diluted loss of $1.39 per share, a significant improvement from the net loss of $113.3 million and diluted loss of $3.63 per share in 2024, reflecting progress towards profitability.
- Optimistic 2026 Guidance: iRhythm anticipates revenue between $870 million and $880 million for 2026, with an adjusted EBITDA margin of 11.5% to 12.5%, indicating continued volume-led growth and disciplined investment in innovation and market expansion.
See More
iRhythm Technologies Set to Announce Q4 Earnings
- Earnings Announcement: iRhythm Technologies is set to release its Q4 2023 earnings on February 19th after market close, with consensus EPS estimates at $0.06, reflecting a 250% year-over-year increase, and revenue estimates at $202.61 million, indicating a 23.3% year-over-year growth, showcasing the company's robust growth potential.
- Performance Beat Record: Over the past two years, iRhythm has beaten EPS estimates 50% of the time and has achieved a 100% beat rate on revenue estimates, underscoring the company's strong reputation among market analysts and consistent performance.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and three downward adjustments, while revenue estimates have experienced seven upward revisions and one downward change, reflecting mixed market sentiment regarding the company's future performance, which could impact investor confidence.
- Future Growth Outlook: iRhythm anticipates exceeding its revenue guidance for 2025 and forecasts up to 18% growth in 2026, demonstrating the company's confidence in future market opportunities and a proactive growth strategy.
See More
Investigation into iRhythm Technologies' Corporate Governance Breaches
- Shareholder Rights Investigation: Halper Sadeh LLC is investigating whether certain officers and directors of iRhythm Technologies, Inc. breached their fiduciary duties, potentially impacting corporate governance.
- Legal Relief Options: Long-term shareholders of iRhythm stock may seek corporate governance reforms, fund recovery, or court-approved financial awards, aimed at enhancing transparency and accountability within the company.
- Importance of Participation: Shareholder involvement can improve company policies and oversight mechanisms, thereby increasing shareholder value and enhancing the effectiveness and transparency of management.
- Law Firm Background: Halper Sadeh LLC represents investors globally, focusing on securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors.
See More
