CARLSMED, INC.(CARL)Stock Analysis
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Rank #2,553 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in CARL
Events flagged as statistical outliers against CARL's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-05
CARL quality score dropped 13 points (45→32) on a new filing
View source filing →
CARL Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for CARLSMED, INC. (CARL), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores CARL at 28.6/100 on a 32-signal composite quality model, placing it at rank #2,553 of 2,962 stocks — the bottom half of the AI-ranked universe. CARL scores in the top quartile across revenue growth (89.5). Areas of concern include balance sheet strength (4.5) and free cash flow (8.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 28.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), CARLSMED, INC. reports quarterly revenue of $18.9M, net income of $-10.5M, an operating margin of -58.3%. Top institutional holders of CARL by reported 13-F value include Jupiter Topco, Parkman Healthcare Partners, BlackRock, based on the most recent SEC filings. CARL trades on the Nasdaq exchange and files with the SEC under CIK 1794546. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CARL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CARLSMED, INC. directly from SEC EDGAR. CARLSMED, INC.'s 13F Pro composite quality score has ranged between 28 and 32 since 2026, currently 28.6 — a declining long-term trajectory across 47 quarterly and live scoring snapshots.
Revenue
Q2 2026
$18.9M
Net Income
Q2 2026
$-10.5M
Free Cash Flow
Q2 2026
$-7.5M
Operating Margin
Q2 2026
-58.3%
ROIC
Q2 2026
-44.3%
D/E Ratio
Q2 2026
0.18
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+85.9% YoYNet Income
-22.2% YoYOperating Income
-26.7% YoYEPS (Diluted)
+65.3% YoYTotal Assets
+151.1% YoYTotal Debt
-0.4% YoYOp. Cash Flow
-13.8% YoYFree Cash Flow
-15.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 |
|---|---|---|---|
| Revenue | $50.5M +85.9% | $27.2M | — |
| Net Income | $-29.6M -22.2% | $-24.3M | — |
| Operating Income | $-30.6M -26.7% | $-24.1M | — |
| EPS (Diluted) | $-2.12 +65.3% | $-6.11 | — |
| Total Assets | $130.1M +151.1% | $51.8M | — |
| Total Debt | $15.3M -0.4% | $15.4M | — |
| Operating Cash Flow | $-29.0M -13.8% | $-25.5M | — |
| Free Cash Flow | $-29.6M -15.5% | $-25.6M | — |
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Available Research
13F Pro tracks comprehensive data for CARLSMED, INC. including:
Top Institutional Holders of CARL
Jupiter Topco LLC
$13.0M1,251,616 shParkman Healthcare Partners LLC
$6.2M597,318 shBlackRock, Inc.
$5.5M532,593 shKCM Capital Inc
$4.6M440,000 shPier Capital, LLC
$3.9M373,677 shMILLENNIUM MANAGEMENT LLC
$3.1M295,907 shPalumbo Wealth Management LLC
$2.8M267,298 shVANGUARD CAPITAL MANAGEMENT LLC
$2.5M238,727 shSchonfeld Strategic Advisors LLC
$2.3M224,804 shGEODE CAPITAL MANAGEMENT, LLC
$2.1M204,655 sh
| Fund | Value | Shares |
|---|---|---|
| Jupiter Topco LLC | $13.0M | 1,251,616 |
| Parkman Healthcare Partners LLC | $6.2M | 597,318 |
| BlackRock, Inc. | $5.5M | 532,593 |
| KCM Capital Inc | $4.6M | 440,000 |
| Pier Capital, LLC | $3.9M | 373,677 |
| MILLENNIUM MANAGEMENT LLC | $3.1M | 295,907 |
| Palumbo Wealth Management LLC | $2.8M | 267,298 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.5M | 238,727 |
| Schonfeld Strategic Advisors LLC | $2.3M | 224,804 |
| GEODE CAPITAL MANAGEMENT, LLC | $2.1M | 204,655 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is CARL a good stock to buy?
13F Pro's AI-powered analysis of CARLSMED, INC. (CARL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CARL are available on the CARL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CARL is classified as a small company.
Which hedge funds own CARL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CARL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CARLSMED, INC.'s investment landscape.