Market Cap
$503.5M
TCMD
TACTILE SYSTEMS TECHNOLOGY INC
$22.35 ▲ +2.97%
Prev close $21.71Market cap$503.5M
ConsensusStrong Buy
12-mo target$39.00 (+74.5%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)17 New Institutional Positions12 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on TCMD right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (90%)
Inst. Holders
50 funds
Inst. Value
$432.6M
Inst. Activity
17 buys / 12 sells
Insider Activity
$0.00 buy / $1.9M sell
Insider Net $
-$1.9M
SEC Reports
7
Price chart 30d -0.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 short_interest_report
Aug 10, 2026 SEC Short Interest: TCMD up 8% to 2.8M shares
Settlement 2026-09-15 | Days to cover: 10.42 | ≈12.43% of shares outstanding (est.)
Tactile Systems Technology reported Q2 2026 total revenue of $85.7M (up 9% YoY, roughly in line with consensus), but EPS
PRESS-RELEASE — Impact 6/10
Tactile Systems Technology reported Q2 2026 results with total revenue of $85.7 million (up 9% YoY), net income of $7.8
8-K — Impact 6/10
Aug 10, 2026 Insider
Jul 13, 2026 SEC Dodd Sheri Louise sold 10,978 shares
Chief Executive Officer @ $29.44 ($323.2K)
Tactile Medical announced an exclusive U.S. distribution agreement with ElastiMed for MyoSleeve, a wearable non-pneumati
8-K — Impact 5/10
Jun 30, 2026 Inst.
MORGAN STANLEY — TRIM
979,340 shares ($29.2M)
Jun 30, 2026 Inst.
DRIEHAUS CAPITAL MANAGEMENT LLC — ADD
937,783 shares ($27.9M)
May 11, 2026 Insider
Birkemeyer Elaine M. sold 4,631 shares
CHIEF FINANCIAL OFFICER @ $24.49 ($113.4K)
Analyst ratings buy % +23.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
90% rate it Buy or better · 10 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | BTIG | MAINTAIN | Buy | 53% |
| May 21, 2026 | BTIG | REITERATE | Buy | 53% |
| May 7, 2026 | B. Riley Securities | UPGRADE | Buy | 54% |
| May 5, 2026 | BTIG | MAINTAIN | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Aug 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% | |
| Jul 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% | |
| Jun 1, 2026 | 4 | 6 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% |
Price targets
Where 3 covering analysts think TCMD trades over the next 12 months.
$39.00 +74.5% upside Strong Buy
Current$22.36 Low$38.00 Median$39.00 High$40.00 3 analysts
$38.00$40.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 2 bullish, 0 bearish, 2 mixed, 3 neutral · avg impact 4.4/10.
MIXEDPRESS-RELEASE6/10
Tactile Systems Technology reported Q2 2026 total revenue of $85.7M (up 9% YoY, roughly in line with
Aug 10, 2026
BULLISH8-K6/10
Tactile Systems Technology reported Q2 2026 results with total revenue of $85.7 million (up 9% YoY),
Aug 10, 2026
BULLISH8-K5/10
Tactile Medical announced an exclusive U.S. distribution agreement with ElastiMed for MyoSleeve, a w
Jul 13, 2026
MIXEDINST-CLUSTER4/10
An institutional cluster in TCMD shows 5 buyers (net +$10.9M) and 3 sellers (net +$13.5M) in Q4 2025
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
short_interest_report
Short Interest: TCMD up 8% to 2.8M shares
Settlement 2026-09-15 | Days to cover: 10.42 | ≈12.43% of shares outstanding (est.)
Aug 11, 2026
short_volume
Short Volume: TCMD — 75.5% short (0.4M / 0.6M)
Short: 436,338 | Exempt: 14,500 | TRF Vol: 578,290 | Short Ratio: 75.5% | Off-exchange volume (dark pool + OTC)
Aug 10, 2026
earnings
Tactile Systems Technology, Inc. Reports Second Quarter 2026 Financial Results
MINNEAPOLIS, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Tactile Systems Technology, Inc. (“Tactile Medical”; the “Company”) (Nasdaq: TCMD), a medical technolog
Aug 10, 2026
earnings_calendar
TCMD Q2 2026 Earnings Scheduled — 2026-08-10
Jul 13, 2026
contract
Tactile Medical Enters Exclusive U.S. Distribution Agreement with ElastiMed for its MyoSleeve™ Wearable Compression Device for VA and DoD Patients
Discreet, Battery-Powered Device Reaches Patients at Earlier Stages of Disease Progression Discreet, Battery-Powered Device Reaches Patients at Earlie
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.34 | $0.32–$0.35 | -6.9% | -14.1% | 0↑ 2↓ | $0.1B | 2 |
| Next Q | $0.56 | $0.52–$0.60 | 21.7% | -8.9% | 0↑ 2↓ | $0.1B | 2 |
| Current FY | $1.17 | $1.13–$1.20 | 40.0% | +6.4% | 2↑ 0↓ | $0.4B | 2 |
| Next FY | $1.46 | $1.32–$1.59 | 24.9% | -3.3% | 0↑ 2↓ | $0.4B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.335 | — |
| 7d ago | $0.390 | -0.055 |
| 30d ago | $0.390 | -0.055 |
| 60d ago | $0.390 | -0.055 |
| 90d ago | $0.390 | -0.055 |
Institutional ownership
Which big funds own TCMD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $432.6M total value (14,523,825 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, MORGAN. Net buying activity: 17 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 1,905,086 | $56.7M | 13.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,092,193 | $32.5M | 7.5% | — |
| MORGAN STANLEY | 979,340 | $29.2M | 6.7% | TRIM -29.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 970,246 | $28.9M | 6.7% | — |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 937,783 | $27.9M | 6.5% | ADD +26.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 706,509 | $21.0M | 4.9% | — |
| FEDERATED HERMES, INC. | 681,153 | $20.3M | 4.7% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 638,368 | $19.0M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 586,334 | $17.5M | 4.0% | — |
| STATE STREET CORP | 576,134 | $17.2M | 4.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 1,382,812 | 979,340 | -29.2% | $29.2M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 741,914 | 937,783 | +26.4% | $27.9M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 502,503 | 268,325 | -46.6% | $8.0M |
| DEUTSCHE BANK AG\ | TRIM | 580,807 | 172,782 | -70.3% | $5.1M |
| JPMORGAN CHASE & CO | DOUBLED | 50,095 | 165,711 | +230.8% | $5.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 93,813 | 162,511 | +73.2% | $4.8M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | TRIM | 165,300 | 123,400 | -25.3% | $3.7M |
| MARSHALL WACE, LLP | TRIM | 298,379 | 120,942 | -59.5% | $3.6M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 71,699 | 107,358 | +49.7% | $3.2M |
| RAYMOND JAMES FINANCIAL INC | ADD | 66,398 | 98,078 | +47.7% | $2.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 31 transactions. Net -$1.9M — $0.00 bought, $1.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Dodd Sheri Louise | Chief Executive Officer | SELL | 10,978 | $29.44 | $323.2K |
| May 11, 2026 | Birkemeyer Elaine M. | CHIEF FINANCIAL OFFICER | SELL | 4,631 | $24.49 | $113.4K |
| May 6, 2026 | BURKE WILLIAM W | Director | AWARD | 6,521 | — | — |
| May 6, 2026 | Washington Boyd Vindell | Director | AWARD | 6,521 | — | — |
| May 6, 2026 | Volkart Carmen B | Director | AWARD | 6,521 | — | — |
| May 6, 2026 | Shafer David Brent | Director | AWARD | 6,521 | — | — |
| May 6, 2026 | Pearson Andrea | Director | AWARD | 6,521 | — | — |
| May 6, 2026 | King Laura G. | Director | AWARD | 6,521 | — | — |
| May 6, 2026 | Asbury Valerie L. | Director | AWARD | 6,521 | — | — |
| May 6, 2026 | Huggenberger Raymond | Director | AWARD | 6,521 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TCMD.
Shares short
2,815,055
Settlement Sep 15, 2026
Change vs prior
+7.8%
Semi-monthly cycle
Days to cover
10.4
At avg daily volume
Of shares outstanding
≈12.4%
Estimate — not % of float
All TCMD filing & press-release reports (7)
- PRESS-RELEASE reportAug 10, 2026
- 8-K reportAug 10, 2026
- 8-K reportJul 13, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportApr 20, 2026
- DEFA14A reportMar 25, 2026
- CLUSTER reportFeb 26, 2026