GMED
GLOBUS MEDICAL INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 24 Globus Medical reported strong fourth quarter and full-year 2025 res…
- S Feb 25 1 insider sell $1.9M at $94.50
- S Jun 5 1 insider sell $2.0M at $80.76
- I Jun 30 5 funds open new positions (13F)
- A Jul 28 UBS initiates
- S Aug 18 1 insider sell $2.2M at $87.04
- E Aug 26 M&A: Globus Medical Announces Acquisition of Higgs Boson Health…
- S Sep 15 1 insider sell $2.2M at $74.58
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $9.2M.
- InstitutionsBULLISH
Q2 2026: 49 added (5 new), 23 trimmed or exited. Largest new: Kayne Anderson Rudnick Investment Management $338.1M, Boston Partners $122.8M.
- AnalystsBULLISH
16 of 23 rate it Buy or better. Every target is above the price.
- Short sellersBUILDING
Short interest +24.7% to 8.44M shares. 5.1 days to cover, ≈6.3% of shares.
- TrendUPTREND
5% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | NEW | $338.1M |
| ALLIANCEBERNSTEIN L.P. | ADD | $205.1M |
| DIMENSIONAL FUND ADVISORS LP | ADD | $187.3M |
| GOLDMAN SACHS GROUP INC | ADD | $140.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | $135.6M |
| Boston Trust Walden Corp | ADD | $124.3M |
| Boston Partners | NEW | $122.8M |
| Allspring Global Investments Holdings, LLC | DOUBLED | $119.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
23 analystsPrice is below the lowest target. Median implies +22%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 1, 2026 | RBC Capital MAINTAIN | Outperform |
| Aug 7, 2026 | Wells Fargo MAINTAIN | Overweight |
| Jul 28, 2026 | UBS INITIATE | Neutral |
| Jul 16, 2026 | Truist Securities MAINTAIN | Buy |
| Jul 13, 2026 | RBC Capital MAINTAIN | Outperform |
| Jul 9, 2026 | BMO Capital INITIATE | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 15, 2026 | TOBIN JAMES R Director | SELL | $2.2M |
| Sep 15, 2026 | TOBIN JAMES R Director | EXERCISE | $955.2K |
| Sep 15, 2026 | TOBIN JAMES R Director | EXERCISE | $806.3K |
| Aug 18, 2026 | ZARRILLI STEPHEN T Director | EXERCISE | $1.3M |
| Aug 18, 2026 | ZARRILLI STEPHEN T Director | SELL | $2.2M |
| Jul 27, 2026 | Davidar David D Director | GIFT | 2,500 sh |
| Jun 5, 2026 | Davidar David D Director | EXERCISE | $656.8K |
| Jun 5, 2026 | Davidar David D Director | SELL | $2.0M |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
| Date | Member | Type | Amount |
|---|---|---|---|
| Sep 3, 2026 | Gilbert Cisneros D· HOUSE· Globus Medical Inc | BUY | $1,001 - $15,000 |
| Aug 19, 2026 | Gilbert Cisneros D· HOUSE· Globus Medical Inc | BUY | $15,001 - $50,000 |
| Mar 3, 2026 | 🔒 Fresh data, subscribers only | BUY |
Short side
FINRA· Sep 30, 2026SecBot reports
8 filings · 1 press release · 2 bullish · 1 bearish · 5 neutral- NEUTRAL INST-CLUSTEROct 21, 2026
Three asset managers modestly added to GMED positions in Q3 2026, while one trimmed. The net…
The cluster is too small in dollar terms to signal a material thesis shift. Monitor next 13F season for larger funds or activist involvement to confirm any directional trend.
- NEUTRAL 144Sep 15, 2026
Director James R. Tobin filed a Form 144 notice to sell 30,000 GMED shares via a cashless option…
This is a routine cashless option exercise by a director — not a discretionary market sale. No bearish signal. Monitor for any subsequent Form 4 filings to confirm execution, but no trading action…
- BULLISH COURT-RULINGSep 11, 2026
The Federal Circuit affirmed summary judgment of noninfringement for Globus Medical on three…
The complete appellate win removes a multi-year patent infringement overhang that had been pending since 2019. With no further appeal likely (Federal Circuit affirmance is effectively final)…
- NEUTRAL PRESS RELEASEAug 26, 2026
Globus Medical announced the acquisition of Higgs Boson Health, a digital healthcare experience…
The acquisition is a strategic bolt-on to Globus's digital and AI capabilities, but without deal value or financial details, the immediate stock impact is limited. Monitor for integration updates…
All GMED filing & press-release reports (9)
- INST-CLUSTER reportOct 21, 2026
- 144 reportSep 15, 2026
- COURT-RULING reportSep 11, 2026
- PRESS-RELEASE reportAug 26, 2026
- PRESS-RELEASE reportJul 16, 2026
- 8-K reportJun 4, 2026
- COURT-RULING reportJun 4, 2026
- DEFA14A reportApr 24, 2026
- 8-K, 8-K reportFeb 24, 2026