Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
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
11/04/2026: ATEC (1-star) is a SELL. SELL for 4 days. Simulated Profits (-31.98%). Updated daily EoD!
Alphatec Holdings is a high-growth medical technology company specialized in advanced spinal surgery solutions. The firm differentiates itself from large incumbents through a 'total solution' approach, integrating proprietary implants with robotics, navigation, and neuromonitoring technology to improve surgical outcomes. Key strengths include a rapidly scaling commercial organization and strong surgeon adoption of its differentiated platforms. However, the company faces significant execution risks and competition from well-capitalized medical device leaders, and it has not yet achieved consistent profitability. Investors should monitor the progress toward positive cash flow and market share gains, making this stock a potential fit for growth-oriented portfolios willing to accept higher volatility.
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 | Alphatec is in a high-growth phase with significant market share expansion potential. |
| Momentum investor | Strong fit while signal remains positive | The stock often tracks with strong revenue growth execution and market adoption cycles. |
| Value investor | Weak fit | The company is not currently focused on profitability or valuation metrics typical of value plays. |
| Dividend investor | Weak fit | The company does not pay dividends and retains all cash for growth. |
| Low-risk investor | Weak fit | High volatility and the execution risks inherent in a growth-stage medical device company make it unsuitable for conservative portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | High growth expectations can lead to significant stock price swings based on quarterly performance. |
| Valuation risk | Medium / high | Growth stocks are highly sensitive to changes in interest rates and investor sentiment toward future earnings. |
| Competition risk (Major MedTech) | High | The company competes with massive, well-resourced incumbents like Medtronic and Stryker. |
| Business quality | Medium | While the product pipeline is strong, the company is still establishing the scale and consistency of a market leader. |
| Dividend income | Low / none | No income component exists for shareholders. |
| Execution risk | High | Successful growth depends entirely on continuous surgeon adoption and operational scaling. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -38.33% | Avg. Invested days 31 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2026 |
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 1.27B USD | Price to earnings Ratio - | 1Y Target Price 13.29 |
Price to earnings Ratio - | 1Y Target Price 13.29 | ||
Volume (30-day avg) 4.1M shares | Beta 0.87 | 52 Weeks Range 6.81 - 23.29 | Updated Date 11/04/2026 |
52 Weeks Range 6.81 - 23.29 | Updated Date 11/04/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.57 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Spinal Implants | Hardware, screws, and interbody devices for fusion surgery. | The bread-and-butter revenue stream from daily surgical procedures. |
| Surgical Technologies | Navigation, robotics, and neuromonitoring services. | Higher-margin tech that makes surgeons more likely to choose ATEC products. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When After Market | Estimate -0.07 | Actual 0.04 |
Profitability
Profit Margin -10.35% | Operating Margin (TTM) 1.74% |
Management Effectiveness
Return on Assets (TTM) -2.02% | Return on Equity (TTM) -308.06% |
Valuation
Trailing PE - | Forward PE 13.23 | Enterprise Value 1.66B | Price to Sales(TTM) 1.51 |
Enterprise Value 1.66B | Price to Sales(TTM) 1.51 | ||
Enterprise Value to Revenue 1.98 | Enterprise Value to EBITDA 40.17 | Shares Outstanding 153.33M | Shares Floating 122.75M |
Shares Outstanding 153.33M | Shares Floating 122.75M | ||
Percent Insiders 20.54 | Percent Institutions 75.25 |
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.