Shoulder Innovations combines an expensive valuation, weak quality (0/9 Piotroski), an already-reached analyst target with negative asymmetry, and a recent earnings-miss pattern that together keep it below the investment floor, even as a bullish technical breakout with strong momentum (7.7/10) offers a counter-signal.
Thesis pillars
- Expensive Valuation↑Improving
- Weak Piotroski Quality Concerns→Stable
- Target Reached Negative Asymmetry↑Improving
- +2 more pillars — see the Why tab for full reasoning
Shoulder Innovations, Inc. (SI) Stock Analysis
Range Bound setup
Unknown · Unknown
Hold if already holding. Not a fresh buy at $18.23, but acceptable to hold if already in. Reasons: Market cap $380M below $400M minimum; Value-trap signals (2/5): Revenue declining (-7.6% YoY), Margin compression (op margin -142.6%).
Hold if already holding. Not a fresh buy at $18.23, but acceptable to hold if already in. Reasons: Market cap $380M below $400M minimum; Value-trap signals (2/5): Revenue declining (-7.6% YoY), Margin compression (op margin -142.6%). Chart setup: RSI 56 mid-range, Bollinger mid-band. Market cap $380M below $400M minimum. Not in investable universe. Score 4.9/10, moderate confidence.
Passes 6/8 gates (favorable risk/reward ratio, no SEC red flags, news events none recent, earnings proximity 23d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and clean insider activity. Suitability: aggressive.
Recent developments
updated 2026-10-13Recent Developments — Shoulder Innovations, Inc.
Latest news
- NEWS Transcript: Shoulder Innovations Q2 2026 Earnings Conference Call — benzinga Oct 12, 2026
- NEWS BTIG Maintains Buy on Shoulder Innovations, Raises Price Target to $27 — benzinga Oct 12, 2026
- NEWS Shoulder Innovations Enters Into A Settlement Agreement With Catalyst Orthoscience To Resolve All Outstanding Patent Lit — benzinga Sep 8, 2026
- NEWS UBS Maintains Buy on Shoulder Innovations, Raises Price Target to $28 — benzinga Aug 10, 2026 positive
- NEWS Shoulder Innovations Files $300M Mixed Securities Shelf Prospectus And Registers Resale Of 8,103,026 Common Shares By Se — benzinga Aug 7, 2026 neutral
Generated 2026-10-13T11:47:15Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Material Events(8-K, last 90d)
- 2026-06-29Item 1.01MEDIUMCompany entered a new Loan and Security Agreement with Stifel Bank for a $15.0 million term loan and a $30.0 million revolving facility; term loan proceeds were used to fully repay and terminate the prior Trinity Capital Loan Agreement.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers·1 ceiling hit
Quality below the gate floor. Component breakdown shows what dragged the score down.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $18.23, but acceptable to hold if already in. Reasons: Market cap $380M below $400M minimum; Value-trap signals (2/5): Revenue declining (-7.6% YoY), Margin compression (op margin -142.6%). Chart setup: RSI 56 mid-range, Bollinger mid-band. Market cap $380M below $400M minimum. Not in investable universe. Target $22.31 (+22.4%), stop $16.95 (−7.6%), A.R:R 2.0:1. Score 4.9/10, moderate confidence.
Take-profit target: $22.31 (+22.4% upside). Target $22.31 (+22.4%), stop $16.95 (−7.6%), A.R:R 2.0:1. Stop-loss: $16.95.
Market cap $380M below $400M minimum; Value-trap signals (2/5): Revenue declining (-7.6% YoY), Margin compression (op margin -142.6%).
Shoulder Innovations, Inc. trades at a P/E of 22.5 (forward -11.5). TrendMatrix value score: 6.8/10. Verdict: Hold.
12 analysts cover SI with a consensus score of 4.3/5. Average price target: $26.