Thesis status
NEEDS_MORE_DATA → INTACT
Current stock research snapshot · 8/22/26 Fresh
OMOutset Medical
Investment conviction●●○○○2 of 5 · current snapshot
Research target$16.59Current stock price target
Investment thesis statusINTACTLast reviewed 8/22/26
Market cap$86MSnapshot value · 8/22/26
Research history
See all OM changes ↗What changed
Last reviewed
7/31/26 → 8/22/26
Healthspan taxonomy seed — see taxonomy_path
Outset Medical Q2 2026 earnings; Tablo dialysis system adoption; 510(k) pathway/pipeline; hospital contract penetration
Thesis weakens if recurring cartridge conversion (70% of revenue) stops compounding, service GM 32.6% inflection reverses, or console ASP softness outpaces the installed-base flywheel. (vault 2026-08)
Neutral — No investor-style posts; results dominated by unrelated crypto $OM. [X search Aug 2026]
Snapshot · 8/22/26🟡 Mixed · ins-$0.2M · 13F 10+/8-×0.5 · short→0.17
Snapshot · 8/22/26