Nov. 16 at 11:23 AM
🚀 Bull vs. Bear:
$TLSI
The BULL Case:
- ✅ Q3 revenue surged 57% YoY with 50% FY25 guidance reaffirmed.
- ✅ TriNav platform expanded to new use cases like uterine fibroids, boosting market potential.
- ✅ Positive insider purchases & institutional investment, with an average analyst price target of
$10.50.
The BEAR Case:
- ⚠️ Q3 EPS of (
$0.96) significantly missed estimates of (
$0.17).
- ⚠️ Operating losses increased, and gross margin declined due to new product inefficiencies.
- ⚠️ Profitability (EBITDA positive) is now projected for H1 2026, a delayed timeline.
Bottom Line: Strong revenue growth and market expansion excite, but current losses and delayed profitability remain key concerns.
