IRHYTHM TECHN.INC.DL-,001

Carillon Eagle Small Cap Growth Fund highlighted IRhythm Holdings after the company reported beat-and-raise results, yet its stock underperformed. The fund said broader weakness in healthcare equipment and a US Department of Justice civil investigatory demand related to 2023 mobile cardiac telemetry weighed on performance but represents a small portion of sales. Hedge fund ownership declined modestly and the fund does not view the recent auditor change as material. » Altro su finance.yahoo.com

iRhythm reported Q1 2026 revenue of $199.4 million (+25.7%), beat consensus expectations and raised its full-year guidance to $875–885 million with an expected adjusted EBITDA margin of 12–13%. Adjusted EBITDA turned positive ($14.1 million) and net loss narrowed to $13.9 million (−$0.43 per share), after which the stock rose nearly 7%. The company highlights its dominant position in the LTCM market (~72% market share), is advancing the rollout of the next‑generation Zio MCT (market launch planned for H1 2027) and is expanding internationally in the UK, Japan and selected EU countries. Risks remain: ongoing GAAP losses, regulatory reviews, competitive pressure, IP costs and uncertainty over valuation and GAAP‑basis profitability. » Altro su de.investing.com

iRhythm’s audit committee dismissed PricewaterhouseCoopers as its independent auditor and engaged KPMG for the fiscal year ending December 31, 2026. PwC’s audit reports for fiscal years 2024 and 2025 contained no disclaimers or modifications, and there were no disagreements between iRhythm and PwC. iRhythm said that during the reporting period through March 30, 2026, there were no consultations with KPMG on accounting matters or disputed issues. » Altro su de.investing.com

iRhythm has appointed Jason Patten to its board effective immediately. Patten is executive vice president and head of enterprise strategy at UnitedHealth and brings experience from various leadership roles at UnitedHealth as well as positions in the financial services and marketing sectors. The appointment comes as iRhythm operates in a challenging market environment: the company is valued at $3.73 billion, its stock is down 32.6% year-to-date despite revenue growth of 26.2% over the past twelve months. » Altro su de.investing.com

Morgan Stanley lifted its price target for iRhythm from $195 to $205 and kept an Overweight rating, citing a favorable MedTech outlook driven by major product cycles, supportive hospital spending, and trough valuations. iRhythm presented large-scale data showing its Zio long-term ECG monitoring performed consistently in patients identified as Asian versus non-Asian across 408,470 US users, with similar detection and low repeat monitoring rates. The company integrates AI into arrhythmia detection and predictive diagnostics, supporting its growth narrative into 2026. » Altro su finance.yahoo.com