What Makes IRADIMED CORPORATION (IRMD) a Compelling Opportunity?

Core Insights - Riverwater Partners' Micro Opportunities Strategy reported positive returns in Q3 2025 but lagged behind its benchmark due to not keeping pace with the market rally [1] - The strategy emphasizes quality companies in a volatile environment and highlights its top holdings for 2025 [1] Company Overview: IRADIMED CORPORATION - IRADIMED CORPORATION (NASDAQ:IRMD) is a manufacturer of MRI-compatible medical devices, headquartered in Winter Springs, Florida [2] - The stock achieved a one-month return of 13.54% and a remarkable 84.62% increase over the past 52 weeks, closing at $97.02 per share with a market capitalization of $1.244 billion on December 15, 2025 [2] Performance and Market Position - The Micro Opportunities Strategy noted that IRADIMED's healthcare holdings contributed significantly to performance, with the company gaining market share through its MRI-compatible devices [3] - IRADIMED reported record revenue of $21.2 million in Q3 2025, reflecting a 16% increase from Q3 2024 [4] - Despite its potential, IRADIMED is not among the 30 most popular stocks among hedge funds, with 14 hedge fund portfolios holding the stock at the end of Q3 2025, up from 13 in the previous quarter [4] Investment Perspective - The strategy views medical technology, including IRADIMED, as a compelling subsector with long-term growth opportunities and reasonable valuations [3] - However, the company is compared to certain AI stocks that are perceived to offer greater upside potential and less downside risk [4]