TACTILE SYSTEMS TECHNOLOGY INC(TCMD)Stock Analysis
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Rank #1,204 of 2,962 stocksTOP 50%
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
TCMD Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for TACTILE SYSTEMS TECHNOLOGY INC (TCMD), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores TCMD at 56.1/100 on a 32-signal composite quality model, placing it at rank #1,204 of 2,962 stocks — the top half of the AI-ranked universe. TCMD scores in the top quartile across balance sheet strength (83.5). Areas of concern include revenue scale (32.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 36.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), TACTILE SYSTEMS TECHNOLOGY INC reports quarterly revenue of $85.7M, net income of $7.8M, an operating margin of 8.0%. Top institutional holders of TCMD by reported 13-F value include BlackRock, CADIAN CAPITAL MANAGEMENT, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. TCMD trades on the Nasdaq exchange and files with the SEC under CIK 1027838. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TCMD 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 TACTILE SYSTEMS TECHNOLOGY INC directly from SEC EDGAR. TACTILE SYSTEMS TECHNOLOGY INC's 13F Pro composite quality score has ranged between 30 and 65 since 2021, currently 56.1 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$85.7M
Net Income
Q2 2026
$7.8M
Free Cash Flow
Q2 2026
$2.0M
Operating Margin
Q2 2026
8.0%
ROIC
Q2 2026
12.2%
D/E Ratio
Q2 2026
0.00
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+12.5% YoYNet Income
+12.5% YoYOperating Income
+32.0% YoYEPS (Diluted)
+17.1% YoYTotal Assets
-8.0% YoYTotal Debt
Op. Cash Flow
+5.3% YoYFree Cash Flow
+5.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $329.5M +12.5% | $293.0M +6.8% | $274.4M +11.2% | $246.8M +18.6% | $208.1M +11.2% | $187.1M |
| Net Income | $19.1M +12.5% | $17.0M -40.5% | $28.5M +259.6% | $-17.9M -51.3% | $-11.8M -1805.0% | $-620.0K |
| Operating Income | $29.3M +32.0% | $22.2M +22.9% | $18.0M +241.4% | $-12.8M -624.1% | $-1.8M +51.4% | $-3.6M |
| EPS (Diluted) | $0.82 +17.1% | $0.70 -43.1% | $1.23 +238.2% | $-0.89 -48.3% | $-0.60 -1900.0% | $-0.03 |
| Total Assets | $273.9M -8.0% | $297.9M +5.9% | $281.4M +10.4% | $255.0M +4.4% | $244.3M +40.3% | $174.1M |
| Total Debt | $0.00 | — | $16.8M | — | — | — |
| Operating Cash Flow | $42.8M +5.3% | $40.7M +13.4% | $35.9M +588.3% | $5.2M +98.0% | $2.6M -5.8% | $2.8M |
| Free Cash Flow | $40.4M +5.7% | $38.3M +14.1% | $33.5M +877.9% | $3.4M +549.4% | $528.0K -28.2% | $735.0K |
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Available Research
13F Pro tracks comprehensive data for TACTILE SYSTEMS TECHNOLOGY INC including:
Top Institutional Holders of TCMD
BlackRock, Inc.
$56.7M1,905,086 shCADIAN CAPITAL MANAGEMENT, LP
$47.0M1,576,940 shDIMENSIONAL FUND ADVISORS LP
$32.5M1,092,193 shMORGAN STANLEY
$29.2M979,340 shVANGUARD CAPITAL MANAGEMENT LLC
$28.9M970,246 shDRIEHAUS CAPITAL MANAGEMENT LLC
$27.9M937,783 shACADIAN ASSET MANAGEMENT LLC
$26.9M903,553 shVANGUARD PORTFOLIO MANAGEMENT LLC
$21.0M706,509 shFEDERATED HERMES, INC.
$20.3M681,153 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$19.0M638,368 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $56.7M | 1,905,086 |
| CADIAN CAPITAL MANAGEMENT, LP | $47.0M | 1,576,940 |
| DIMENSIONAL FUND ADVISORS LP | $32.5M | 1,092,193 |
| MORGAN STANLEY | $29.2M | 979,340 |
| VANGUARD CAPITAL MANAGEMENT LLC | $28.9M | 970,246 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | $27.9M | 937,783 |
| ACADIAN ASSET MANAGEMENT LLC | $26.9M | 903,553 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $21.0M | 706,509 |
| FEDERATED HERMES, INC. | $20.3M | 681,153 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $19.0M | 638,368 |
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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 TCMD a good stock to buy?
13F Pro's AI-powered analysis of TACTILE SYSTEMS TECHNOLOGY INC (TCMD) 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 TCMD are available on the TCMD 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. TCMD is classified as a small company.
Which hedge funds own TCMD?
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 TCMD. 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 TACTILE SYSTEMS TECHNOLOGY INC's investment landscape.