Key Takeaways ATRC is among four stocks that passed a screen based on receivables, inventory turnover, asset use, margins.REVG designs and sells specialty vehicles and has posted an average four-quarter earnings surprise near 22.1%.ADI makes analog and mixed-signal chips and delivered an average four-quarter earnings surprise of 5.8%.Efficiency level measures a company’s capability to transform available input into output. It is often considered an important parameter for gauging the company’s potential to ...

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PresentationHi, everyone. Thanks for joining. I'm Lily Lozada. I'm on the medtech team here at JPMorgan. Very happy to have the AtriCure with us here today. CEO, Michael Carrel is going to do a presentation for us, and then we'll jump into some Q&A.Michael H. CarrelCEO, President & Director Great. Thank you, everyone. I'm Michael Carrel, President and CEO of AtriCure. And thank you to JPMorgan once again, and as always for inviting us and having us as a part of this day, the event of JPMorgan in San Francis ...

AtriCure FY Conference Summary Company Overview - **Company**: AtriCure (NasdaqGM:ATRC) - **Event**: FY Conference on January 14, 2026 - **Speaker**: Mike Carrel, President and CEO Industry and Market Opportunity - **Industry**: Medical Technology focusing on Atrial Fibrillation (AFib) and pain management post-surgery - **Market Size**: AtriCure identifies a potential annual market opportunity of **$10 billion** related to their product portfolio [3][14] - **Global Reach**: AtriCure operates in **58 countries** and manufactures all products in the United States [4] Core Business Areas 1. **Atrial Fibrillation (AFib)** - **Patient Statistics**: Nearly **60 million** patients globally suffer from AFib, up from **30 million** a decade ago [6] - **Market Focus**: AtriCure targets patients with long-standing AFib, which represents **45%** of all AFib patients [8] - **Health Risks**: AFib significantly increases the risk of strokes and heart failure, with a five-year survival rate worse than two-thirds of cancers [10] - **Market Expansion**: The company aims to treat every patient undergoing cardiac surgery for AFib, with a market opportunity exceeding **$7 billion** [18] 2. **Pain Management Post-Surgery** - **Surgical Pain**: Millions undergo invasive surgeries, leading to significant post-operative pain [11] - **Cryoanalgesia**: AtriCure's cryo nerve block can reduce pain and opioid use, saving between **$8,000 and $15,000** in recovery costs [13][19] - **Market Size**: The pain management segment is valued at over **$2 billion** and is the fastest-growing part of AtriCure's business [19] Product Innovations - **Encompass Clamp**: Simplifies the ablation process, leading to increased adoption and growth rates in open ablation procedures [22] - **Flex Mini**: A new atrial clip device that enhances visualization and ease of use, contributing to significant growth in appendage management [23][60] - **Cryo XT**: A new product for pain management in amputations, aimed at reducing recovery time and opioid dependency [32] Financial Performance and Guidance - **Growth Rate**: AtriCure reported a **15% overall growth** and an **86% increase** in positive EBITDA for the year [38] - **2026 Guidance**: The company anticipates a revenue growth of **12%-14%** for 2026, with a focus on new product launches and market expansion [39][46] - **Profitability**: AtriCure expects to achieve net income for the first time in 2026, indicating strong financial health [39][68] Competitive Landscape - **Market Share**: AtriCure holds approximately **95% market share** in the ablation segment, despite competition from larger companies like Medtronic [63] - **Innovation and IP**: Continuous innovation and strong clinical evidence are key to maintaining market leadership [64][67] Challenges and Risks - **UK Market Pressure**: AtriCure faced challenges in the UK due to budget constraints affecting procedure volumes [42] - **Hybrid Business Segment**: The hybrid business has seen pressure, but there are signs of recovery with a sequential uptick in revenue [44] Conclusion - AtriCure is positioned as a leader in the medical technology industry, focusing on significant market opportunities in AFib and pain management. The company is committed to innovation and expanding its product offerings while navigating challenges in specific markets. The financial outlook remains positive, with expectations for continued growth and profitability.

Creating a World Class Platform JP Morgan Healthcare Conference Presentation January 2026 © 2026 AtriCure, Inc. All rights reserved. Forward Looking Statements and Non-GAAP Financial Measures This presentation and oral statements made in connection with this presentation contain "forward-looking statements," which are statements related to future events that by their nature address matters that are uncertain. Forward-looking statements address, among other things, AtriCure's expected market opportunity, gui ...

MASON, Ohio--(BUSINESS WIRE)--AtriCure, Inc. (Nasdaq: ATRC), a leading innovator in surgical treatments and therapies for atrial fibrillation (Afib), left atrial appendage (LAA) management and post-operative pain management, today announced preliminary financial results for the fourth quarter and full year 2025 and provided 2026 financial guidance. Preliminary, unaudited revenue for fourth quarter 2025 is expected to be $140.5 million, reflecting growth of approximately 13% over the fourth quar. ...

Exhibit 10.1 Execution Version FIRST AMENDMENT TO CREDIT AGREEMENT AND SECURITY AGREEMENT This FIRST AMENDMENT TO CREDIT AGREEMENT AND SECURITY AGREEMENT (this "Amendment"), dated as of January 9, 2026, is among ATRICURE, INC. (the "Company") and ATRICURE, LLC (together with the Company, the "Borrowers"), the other Loan Parties (if any) party hereto, the Lenders party hereto, the Issuing Bank and JPMORGAN CHASE BANK, N.A., as Administrative Agent (in such capacity, the "Administrative Agent") and an Issuing ...

Company Performance - AtriCure's shares have increased by 2.4% over the past month, reaching a new 52-week high of $43.18, with a year-to-date gain of 7.2% compared to the Zacks Medical sector's 7.8% and the Zacks Medical - Products industry's -0.5% return [1] - The company has consistently exceeded earnings expectations, reporting an EPS of -$0.01 against a consensus estimate of -$0.11 in its last earnings report on October 29, 2025, and beating revenue estimates by 2.09% [2] Future Earnings Projections - For the current fiscal year, AtriCure is projected to have earnings of -$0.08 per share on revenues of $533.17 million, while for the next fiscal year, earnings are expected to rise to $0.34 per share on revenues of $599.85 million, indicating year-over-year changes of 63.54% and 12.51%, respectively [3] Valuation Metrics - AtriCure has a Value Score of C, a Growth Score of A, and a Momentum Score of C, resulting in a VGM Score of B, which suggests a balanced investment profile [6] - The stock currently holds a Zacks Rank of 2 (Buy), indicating rising earnings estimates and meeting the criteria for potential investment [7] Industry Comparison - AtriCure's performance is favorable compared to its industry peers, such as VAREX IMAGING, which also has a Zacks Rank of 2 (Buy) and strong earnings performance, having beaten consensus estimates by 105.56% last quarter [8][9] - Despite the Medical - Products industry ranking in the bottom 67% of all industries, AtriCure and VAREX IMAGING are positioned to benefit from favorable market conditions [10]

Company Performance - AtriCure (ATRC) has gained approximately 32.7% year-to-date, significantly outperforming the average gain of 7.7% for Medical stocks [4] - The Zacks Consensus Estimate for AtriCure's full-year earnings has increased by 32.9% over the past quarter, indicating improved analyst sentiment and earnings outlook [3] Industry Comparison - AtriCure is part of the Medical - Products industry, which consists of 83 individual stocks and currently ranks 182 in the Zacks Industry Rank. This industry has seen an average gain of 1.9% year-to-date, further highlighting AtriCure's strong performance [5] - In contrast, the Medical - Nursing Homes industry, which includes Ensign Group (ENSG), has gained 31.7% year-to-date and is ranked 23 [6] Sector Ranking - AtriCure is a member of the Medical group, which includes 946 companies and currently holds the 4 position in the Zacks Sector Rank [2] - The Zacks Rank system, which emphasizes earnings estimates and revisions, currently assigns AtriCure a Zacks Rank of 2 (Buy), indicating a favorable outlook for the stock [3]

AtriCure (NASDAQ:ATRC) is one of the most promising mid-cap healthcare stocks under $50. On December 16, J.P. Morgan analyst Lilia-Celine (Lily) reiterated her bullish stance on AtriCure (NASDAQ:ATRC). The analyst assigned a Buy rating and raised her price target on the stock from $42 to $48 per share. According to Lily’s estimates, the stock offers an upside potential of over 17% for investors. gpointstudio/Shutterstock.com AtriCure (NASDAQ:ATRC) recently announced the successful completion of its fir ...