Surgical & Medical Instruments & Apparatus · SIC 3841

SHOULDER INNOVATIONS, INC.

SI

Watch

Latest revenue

$16.7M

as of 2026-03-31

Latest net income

$-8.4M

as of 2026-03-31

Net margin

-50.1%

as of 2026-03-31

Price · 5Y

+3.1% / yr 10.7 pts / yr vs S&P 500 2.5% total
Compare:

Live market

delayed ≤15 min
$14.60
3.31%
Market cap
$302.8M
Enterprise value
$302.8M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$17.94
52-wk low
$10.92
Beta
Shares out
20.7M

5-year trend

What this company does

AI

Item 1. Business Overview We are a commercial-stage medical technology company exclusively focused on transforming the shoulder surgical care market. We currently offer advanced implant systems for shoulder arthroplasty. These systems are a core element of our ecosystem, which we designed to improve core components of shoulder surgical care – preoperative planning, implant design and procedural efficiency – to benefit each stakeholder in the care chain. Our ecosystem is also comprised of enabling technologies, efficient instrument systems, specialized support and surgeon-to-surgeon collaboration. Together, these elements seek to address the long-standing clinical and operational challenges…

AI summary unavailable — showing raw filing excerpt

Generated from SI's filing dated 2026-03-10

Key risks

AI

Item 1A. Risk Factors Our business involves a high degree of risk. The risks and uncertainties described below are not the only ones we face. If any of the following risks and uncertainties develop into actual events or circumstances, they could have a material adverse effect on our business, financial condition and results of operations. In that event, the market price of our common stock could decline, and you could lose all your investments. You should carefully read the following risk factors, together with our audited financial statements and the related notes and all other information included in this Annual Report and our other filings with the SEC. Risks Related to Our Financial…

AI summary unavailable — showing raw filing excerpt

Generated from SI's filing dated 2026-03-10

Profitability

Gross margin

76.5%

0.6%

Operating margin

-55.6%

19.9%

Net margin

-85.3%

72.7%

Return on equity

-28.7%

200.4%

Return on assets

-23.8%

34.5%

Leverage

Debt / equity

0.21×

111.6%

Long-term debt / equity

0.11×

139.5%

Debt / assets

17.2%

92.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$16.7M+64.9%$-8.4M-79.7%-50.1%

Q4 2025

2025-12-31

$14.4M$-7.8M-53.9%

Q3 2025

2025-09-30

$11.8M+57.7%$-8.7M-115.3%-74.3%

Q2 2025

2025-06-30

$11.0M+33.3%$-19.2M-360.1%-174.3%

Q1 2025

2025-03-31

$10.1M$-4.7M-46.0%

Q3 2024

2024-09-30

$7.5M$-4.1M-54.4%

Q2 2024

2024-06-30

$8.3M$-4.2M-50.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Surgical & Medical Instruments & Apparatus · SIC 3841

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Insider activity

Insider buying

$12.0M

Insider selling

$0

Net activity

+$12.0M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-13

Jeffrey S. Points

Chief Financial Officer

Purchase2,000$15.00$30.0K
2026-03-13

Richard Buchholz

Director

Purchase1,000$14.84$14.8K
2026-03-13

Robert Joseph Ball

CEO & Executive Chairman

Purchase2,200$15.18$33.4K
2025-12-12

Jeffrey S. Points

Chief Financial Officer

Purchase1,005$14.98$15.1K
2025-12-12

Robert Joseph Ball

CEO & Executive Chairman

Purchase3,900$14.89$58.1K
2025-12-11

Jeffrey S. Points

Chief Financial Officer

Purchase995$14.65$14.6K
2025-12-11

Robert Joseph Ball

CEO & Executive Chairman

Purchase3,300$14.83$48.9K
2025-09-12

Jeffrey S. Points

CHIEF FINANCIAL OFFICER

Purchase1,600$15.67$25.1K
2025-09-12

Robert Joseph Ball

CEO & EXECUTIVE CHAIRMAN

Purchase6,000$15.49$92.9K
2025-09-11

Robert Joseph Ball

CEO & EXECUTIVE CHAIRMAN

Purchase2,000$14.90$29.8K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns SI

Institutional value

$31.5M

Total shares held

2.2M

Distinct holders

31

-18 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.556.1K$8.1M+244.7K (+78.6%)Added
2VANGUARD CAPITAL MANAGEMENT LLC413.5K$6.0MNew
3TimesSquare Capital Management, LLC322.8K$4.7M+32.9K (+11.4%)Added
4Roubaix Capital, LLC257.1K$3.7M+98.3K (+61.9%)Added
5Walleye Capital LLC170.4K$2.5M+76.9K (+82.3%)Added
6JPMORGAN CHASE & CO130.7K$1.9M+128.8K (+6722.1%)Added
7CM Management, LLC100.0K$1.5M+75.0K (+300.0%)Added
8VANGUARD PORTFOLIO MANAGEMENT LLC61.0K$886.3KNew
9VANGUARD FIDUCIARY TRUST CO37.6K$546.6KNew
10KCM Capital Inc35.0K$508.6KNew
11Bank of New York Mellon Corp17.4K$252.3KNew
12Blue Trust, Inc.15.7K$228.4KNew
13Nuveen, LLC12.2K$176.9KNew
14DEUTSCHE BANK AG\9.3K$135.6K+5.2K (+125.8%)Added
15UBS Group AG5.0K$73.2K+3.5K (+221.7%)Added
16RHUMBLINE ADVISERS4.7K$68.9K+1.6K (+51.5%)Added
17WELLS FARGO & COMPANY/MN3.8K$55.7K-1.4K (-27.0%)Trimmed
18China Universal Asset Management Co., Ltd.3.6K$52.3KNew
19Vanguard Global Advisers, LLC2.8K$40.2KNew
20Police & Firemen's Retirement System of New Jersey2.5K$36.9KNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once SI's latest filing finishes processing.