Nine Ten Capital Management Sells IRadimed Shares Worth $29.42 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy IRMD?
Source: Fool
- Share Reduction Details: Nine Ten Capital Management sold 342,907 shares of IRadimed in Q4 2026, with an estimated trade value of $29.42 million, reflecting the impact of share price changes and the sale on its investment portfolio.
- Portfolio Adjustment: Following the sale, IRadimed now represents 13.2% of Nine Ten's 13F reportable assets, indicating a cautious approach to managing concentration risk within the fund's holdings.
- Strong Company Performance: IRadimed achieved its 18th consecutive quarter of record revenue in 2025, with Q4 sales reaching $22.7 million, a 17% year-over-year increase, showcasing its robust position in the MRI-compatible medical device market.
- Future Outlook: The company anticipates revenue of up to $96 million in 2026, with the broader rollout of the new 3870 MRI-compatible infusion pump expected to drive further growth, suggesting that long-term investors should focus on fundamentals despite the recent share reduction.
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Analyst Views on IRMD
Wall Street analysts forecast IRMD stock price to fall
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 101.440
Low
98.00
Averages
99.00
High
100.00
Current: 101.440
Low
98.00
Averages
99.00
High
100.00
About IRMD
IRadimed Corporation develops, manufactures, markets and distributes magnetic resonance imaging (MRI) compatible medical devices and accessories and services. Its MRidium 3860+ MRI Compatible IV infusion pump system provides a non-magnetic Intravenous (IV) infusion pump system that is specifically designed for safe use during MRI procedures. Its MRidium MRI compatible IV infusion pump system has been designed with a non-magnetic ultrasonic motor with non-ferrous parts and other special features to deliver anesthesia safely and predictably and other IV medications or fluids during various MRI procedures. Its IRadimed 3880 MRI Compatible patient vital signs monitoring system has been designed with non-magnetic components and other features to monitor a patient’s vital signs safely and accurately during various MRI procedures. The Company sells its products primarily to hospitals and acute care facilities. The IRADIMED 3880 system operates dependably in magnetic fields up to 30,000 gauss.
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.
Nine Ten Capital Management Sells IRadimed Shares Worth $29.42 Million
- Share Reduction Details: Nine Ten Capital Management sold 342,907 shares of IRadimed in Q4 2026, with an estimated trade value of $29.42 million, reflecting the impact of share price changes and the sale on its investment portfolio.
- Portfolio Adjustment: Following the sale, IRadimed now represents 13.2% of Nine Ten's 13F reportable assets, indicating a cautious approach to managing concentration risk within the fund's holdings.
- Strong Company Performance: IRadimed achieved its 18th consecutive quarter of record revenue in 2025, with Q4 sales reaching $22.7 million, a 17% year-over-year increase, showcasing its robust position in the MRI-compatible medical device market.
- Future Outlook: The company anticipates revenue of up to $96 million in 2026, with the broader rollout of the new 3870 MRI-compatible infusion pump expected to drive further growth, suggesting that long-term investors should focus on fundamentals despite the recent share reduction.
See More
Iradimed Reports Record Revenue for 18th Consecutive Quarter
- Sustained Revenue Growth: In Q4 2025, Iradimed achieved $22.7 million in revenue, a 17% increase from Q4 2024, marking the company's 18th consecutive quarter of record revenue, demonstrating its robust performance in the medical device market.
- Significant Net Income Rise: The company's non-GAAP net income reached $7 million, up 23% year-over-year, with earnings per share at $0.54, exceeding analyst expectations of $0.48, further solidifying investor confidence.
- Sales Driven by New Product: The launch of the 3870 intravenous infusion pump during the quarter boosted sales, indicating the company's innovative capabilities and effective response to market demand in MRI-compatible equipment.
- Dividend Increase: The company announced an increase in its quarterly dividend from $0.17 to $0.20 per share, effective March 6, reflecting financial health and confidence in future growth while enhancing shareholder returns.
See More
Iradimed Reports Record Revenue for 18th Consecutive Quarter
- Record Revenue: Iradimed achieved $22.7 million in revenue for Q4 2025, marking a 17% increase over Q4 2024, and setting a new all-time high for the 18th consecutive quarter, indicating robust growth in the medical device sector.
- Profit Exceeds Expectations: The company reported a non-GAAP net income of $7 million, translating to $0.54 per share, which surpassed the consensus analyst estimate of $0.48 by 12.5%, reflecting ongoing improvements in profitability.
- New Product Impact: The launch of the 3870 intravenous infusion pump during the quarter has strengthened Iradimed's competitive position in the MRI-compatible equipment market, which is expected to drive future sales growth.
- Dividend Increase: The company announced an increase in its quarterly dividend from $0.17 to $0.20 per share, effective March 6, demonstrating confidence in future cash flows and commitment to shareholder returns.
See More
IRadimed Corporation Reports Record Q4 2025 Earnings and Strong Growth Outlook
- Record Revenue Growth: IRadimed achieved $22.7 million in revenue for Q4 2025, a 17% year-over-year increase, marking the company's 18th consecutive quarter of record revenue, which exceeded prior guidance and reflects strong market demand and execution.
- Improved Profitability: The company reported GAAP diluted EPS of $0.50 and non-GAAP diluted EPS of $0.54 for the fourth quarter, both showing year-over-year growth, indicating significant progress in cost control and gross margin enhancement, with a margin of 75%.
- Strong Product Line Performance: The MRI-compatible IV infusion pump systems contributed $9.1 million in revenue for Q4, up 20% year-over-year, while patient vital signs monitoring systems and disposables also saw increases of 7.5% and 18%, respectively, demonstrating the success of a diversified product portfolio.
- Optimistic Future Outlook: Management projects a revenue run rate exceeding $100 million in 2026, primarily driven by demand for the 3870 pump systems and growth in international sales, emphasizing confidence in new product launches and market expansion.
See More
Datadog Beats Earnings Estimates, Shares Surge 16.3%
- Strong Earnings Report: Datadog reported a quarterly earnings per share of $0.59, surpassing the analyst consensus estimate of $0.56, indicating a sustained enhancement in the company's profitability and reinforcing its leadership position in the cloud monitoring market.
- Sales Exceed Expectations: The company achieved quarterly sales of $953.194 million, exceeding the analyst consensus estimate of $916.577 million, demonstrating Datadog's robust performance in customer demand and market share, which may attract more investor interest.
- Significant Stock Surge: Following the positive earnings report, Datadog's shares jumped 16.3% to $132.59 on Tuesday, reflecting market optimism regarding the company's future growth potential, which could further bolster investor confidence.
- Overall Market Performance: U.S. stocks were generally higher, with the Dow Jones gaining around 200 points on Tuesday, indicating a positive sentiment towards tech stocks, potentially providing a more favorable investment environment for companies like Datadog.
See More
iRadimed Reports Q4 2025 Earnings Beat with Dividend Declaration
- Earnings Beat: iRadimed reported a Q4 2025 non-GAAP EPS of $0.54, exceeding expectations by $0.06, indicating sustained profitability and robust performance in the medical device sector.
- Significant Revenue Growth: The quarter's revenue reached $22.69 million, a 17% year-over-year increase, surpassing market expectations by $1.09 million, reflecting strong sales and market expansion efforts that bolster future growth confidence.
- Slight Cash Flow Decline: For the three months ended December 31, 2025, cash flow from operations was $5.9 million, down 2% from $6.0 million in the same period of 2024, demonstrating effective cash management despite the decrease.
- Future Financial Guidance: The company expects Q1 2026 revenue between $21.0 million and $22.0 million, with full-year revenue projected at $91.0 million to $96.0 million, both above consensus, indicating a positive outlook for future performance.
See More
Nine Ten Capital Management Sells IRadimed Shares Worth $29.42 Million
- Share Reduction Details: Nine Ten Capital Management sold 342,907 shares of IRadimed in Q4 2026, with an estimated trade value of $29.42 million, reflecting the impact of share price changes and the sale on its investment portfolio.
- Portfolio Adjustment: Following the sale, IRadimed now represents 13.2% of Nine Ten's 13F reportable assets, indicating a cautious approach to managing concentration risk within the fund's holdings.
- Strong Company Performance: IRadimed achieved its 18th consecutive quarter of record revenue in 2025, with Q4 sales reaching $22.7 million, a 17% year-over-year increase, showcasing its robust position in the MRI-compatible medical device market.
- Future Outlook: The company anticipates revenue of up to $96 million in 2026, with the broader rollout of the new 3870 MRI-compatible infusion pump expected to drive further growth, suggesting that long-term investors should focus on fundamentals despite the recent share reduction.
See More
Iradimed Reports Record Revenue for 18th Consecutive Quarter
- Sustained Revenue Growth: In Q4 2025, Iradimed achieved $22.7 million in revenue, a 17% increase from Q4 2024, marking the company's 18th consecutive quarter of record revenue, demonstrating its robust performance in the medical device market.
- Significant Net Income Rise: The company's non-GAAP net income reached $7 million, up 23% year-over-year, with earnings per share at $0.54, exceeding analyst expectations of $0.48, further solidifying investor confidence.
- Sales Driven by New Product: The launch of the 3870 intravenous infusion pump during the quarter boosted sales, indicating the company's innovative capabilities and effective response to market demand in MRI-compatible equipment.
- Dividend Increase: The company announced an increase in its quarterly dividend from $0.17 to $0.20 per share, effective March 6, reflecting financial health and confidence in future growth while enhancing shareholder returns.
See More
Iradimed Reports Record Revenue for 18th Consecutive Quarter
- Record Revenue: Iradimed achieved $22.7 million in revenue for Q4 2025, marking a 17% increase over Q4 2024, and setting a new all-time high for the 18th consecutive quarter, indicating robust growth in the medical device sector.
- Profit Exceeds Expectations: The company reported a non-GAAP net income of $7 million, translating to $0.54 per share, which surpassed the consensus analyst estimate of $0.48 by 12.5%, reflecting ongoing improvements in profitability.
- New Product Impact: The launch of the 3870 intravenous infusion pump during the quarter has strengthened Iradimed's competitive position in the MRI-compatible equipment market, which is expected to drive future sales growth.
- Dividend Increase: The company announced an increase in its quarterly dividend from $0.17 to $0.20 per share, effective March 6, demonstrating confidence in future cash flows and commitment to shareholder returns.
See More
IRadimed Corporation Reports Record Q4 2025 Earnings and Strong Growth Outlook
- Record Revenue Growth: IRadimed achieved $22.7 million in revenue for Q4 2025, a 17% year-over-year increase, marking the company's 18th consecutive quarter of record revenue, which exceeded prior guidance and reflects strong market demand and execution.
- Improved Profitability: The company reported GAAP diluted EPS of $0.50 and non-GAAP diluted EPS of $0.54 for the fourth quarter, both showing year-over-year growth, indicating significant progress in cost control and gross margin enhancement, with a margin of 75%.
- Strong Product Line Performance: The MRI-compatible IV infusion pump systems contributed $9.1 million in revenue for Q4, up 20% year-over-year, while patient vital signs monitoring systems and disposables also saw increases of 7.5% and 18%, respectively, demonstrating the success of a diversified product portfolio.
- Optimistic Future Outlook: Management projects a revenue run rate exceeding $100 million in 2026, primarily driven by demand for the 3870 pump systems and growth in international sales, emphasizing confidence in new product launches and market expansion.
See More
Datadog Beats Earnings Estimates, Shares Surge 16.3%
- Strong Earnings Report: Datadog reported a quarterly earnings per share of $0.59, surpassing the analyst consensus estimate of $0.56, indicating a sustained enhancement in the company's profitability and reinforcing its leadership position in the cloud monitoring market.
- Sales Exceed Expectations: The company achieved quarterly sales of $953.194 million, exceeding the analyst consensus estimate of $916.577 million, demonstrating Datadog's robust performance in customer demand and market share, which may attract more investor interest.
- Significant Stock Surge: Following the positive earnings report, Datadog's shares jumped 16.3% to $132.59 on Tuesday, reflecting market optimism regarding the company's future growth potential, which could further bolster investor confidence.
- Overall Market Performance: U.S. stocks were generally higher, with the Dow Jones gaining around 200 points on Tuesday, indicating a positive sentiment towards tech stocks, potentially providing a more favorable investment environment for companies like Datadog.
See More
iRadimed Reports Q4 2025 Earnings Beat with Dividend Declaration
- Earnings Beat: iRadimed reported a Q4 2025 non-GAAP EPS of $0.54, exceeding expectations by $0.06, indicating sustained profitability and robust performance in the medical device sector.
- Significant Revenue Growth: The quarter's revenue reached $22.69 million, a 17% year-over-year increase, surpassing market expectations by $1.09 million, reflecting strong sales and market expansion efforts that bolster future growth confidence.
- Slight Cash Flow Decline: For the three months ended December 31, 2025, cash flow from operations was $5.9 million, down 2% from $6.0 million in the same period of 2024, demonstrating effective cash management despite the decrease.
- Future Financial Guidance: The company expects Q1 2026 revenue between $21.0 million and $22.0 million, with full-year revenue projected at $91.0 million to $96.0 million, both above consensus, indicating a positive outlook for future performance.
See More
