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Upturn AI Summary - About
Alphatec Holdings Inc(ATEC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ATEC
10/07/2026: ATEC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Alphatec Holdings Inc is a high-growth medical device company focused on the spinal surgery market, distinguishing itself through an integrated portfolio of specialized implants and imaging technologies. The company is in an active phase of expansion, supported by the successful integration of its EOS imaging platform and a surgeon-led, innovation-focused business model. While it has demonstrated impressive revenue growth and market share gains, it faces significant risks including ongoing financial losses, intense competition from well-capitalized incumbents, and high execution requirements. It is a potential fit for growth-oriented investors who can tolerate volatility and are monitoring the company's path toward long-term profitability. Investors should closely track procedural volume trends and margin expansion progress.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is in an aggressive growth phase with high top-line expansion potential. |
| Momentum investor | Strong fit while signal remains positive | Frequent product launches and market share gains can drive momentum, conditional on positive price trends. |
| Value investor | Weak fit | The company lacks current profitability and trades based on future growth expectations rather than current asset value. |
| Dividend investor | Weak fit | Alphatec focuses on reinvesting cash flow and does not pay a dividend. |
| Low-risk investor | Weak fit | The company's developmental stage and high volatility make it unsuitable for risk-averse portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is susceptible to large swings based on quarterly growth metrics and market sentiment. |
| Valuation risk | Medium / high | The company is priced for perfection, and any slowdown in growth could lead to valuation compression. |
| Competition risk (Spinal medical device majors) | High | Large, established players have significantly more resources and deep-rooted hospital relationships. |
| Business quality | Medium | While the technology is innovative, the company is still in the process of building long-term sustainable margins. |
| Dividend income | Low / none | Investors should expect zero income generation from this holding. |
| Execution risk | Medium / high | Success relies heavily on the continued effective training of surgeons and the clinical adoption of its specific product portfolio. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -10.22% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/07/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.58B USD | Price to earnings Ratio - | 1Y Target Price 15.79 |
Price to earnings Ratio - | 1Y Target Price 15.79 | ||
Volume (30-day avg) 2.2M shares | Beta 0.78 | 52 Weeks Range 6.82 - 23.29 | Updated Date 10/07/2026 |
52 Weeks Range 6.82 - 23.29 | Updated Date 10/07/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.72 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Spinal Implants and Instruments | Revenue from the sale of fusion and fixation hardware used in spine surgeries. | The company generates its primary revenue from selling the actual hardware surgeons use during spinal operations. |
| EOS Imaging and Technology | Revenue from the installation, service, and maintenance of the EOS imaging platform. | Revenue comes from high-tech surgical imaging systems that help doctors plan better, more precise surgeries. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 18.55 | Enterprise Value 2.03B | Price to Sales(TTM) 1.94 |
Enterprise Value 2.03B | Price to Sales(TTM) 1.94 | ||
Enterprise Value to Revenue 2.49 | Enterprise Value to EBITDA 96.05 | Shares Outstanding 154.45M | Shares Floating 122.06M |
Shares Outstanding 154.45M | Shares Floating 122.06M | ||
Percent Insiders 20.59 | Percent Institutions 75.71 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Alphatec Holdings Inc
Exchange NASDAQ | Headquarters Carlsbad, CA, United States | ||
IPO Launch date 2006-06-02 | Chairman, CEO & President Mr. Patrick S. Miles | ||
Sector Healthcare | Industry Medical Devices | Full time employees 913 | Website https://www.atecspine.com |
Full time employees 913 | Website https://www.atecspine.com | ||
Alphatec Holdings, Inc., a medical technology company, designs, develops, and advances technologies for the surgical treatment of spinal disorders in the United States and internationally. The company manufactures and sells implants, instruments, imaging equipment, and spare parts. It offers Alpha InformatiX product platform, including EOS imaging system that provides full-body imaging; SafeOp Neural InformatiX System that automates electromyographic, somatosensory evoked potential, and motor evoked potential monitoring; and Valence, an intra-operative system that integrates navigation and robotics into spine procedures, as well as Sigma Prone TransPsoas (PTP) Access and PTP Patient Positioning Systems. It also provides split-blade retractors; Sigma-ALIF Access System, a procedure-specific access system; spinal implants and fixation systems comprising NanoTec and Invictus, as well as various standalone implants for height restoration and stabilization. In addition, the company provides biologics comprising 3D ProFuse Osteoconductive Bioscaffold; AlphaGRAFT Demineralized Bone Matrix (DBM) comprising demineralized human tissue; BioCORE Moldable Bioactive Graft, a synthetic mineral-collagen composite matrix that can be molded to fit the bone defect; AlphaGRAFT DBM Fibers comprising demineralized fibers; AlphaGRAFT Cellular Bone Matrix (CBM), a growth factor-enriched cellular bone matrix; AlphaGRAFT CBM that is delivered in granular, fiber, or structural form; and Amnioshield Amniotic Tissue Barrier, an allograft for spinal surgical barrier applications. The company sells its products through a network of independent sales agents and direct sales representatives. The company was founded in 1990 and is headquartered in Carlsbad, California.
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