NeuroPace Q2 Revenue Beats, Raises Full-Year Guidance on RNS Momentum
NPCE sits 99% above its 52-week low of $7.563.
Summary
NeuroPace reported Q2 2026 revenue of $22.8M, beating estimates, and raised full-year guidance. RNS system revenue grew 21%, losses narrowed, and the company launched an AI assistant for clinicians.
Key Events · Earnings and Guidance · NPCE
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Q2 Revenue Beat
Total revenue of $22.8M, with RNS system revenue of $22.5M growing 21.3% year-over-year, surpassing consensus estimates.
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Raised Full-Year Guidance
2026 revenue guidance raised to $99.5M-$101.5M, implying 21-23% RNS growth; non-GAAP gross margin and Adjusted EBITDA guidance also increased.
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Narrowing Losses
Net loss improved to ($6.2M) from ($10.0M) in Q2 2025; Adjusted EBITDA loss narrowed to ($2.8M) from ($4.9M).
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AI Product Launch
Launched ECoG Assistant, the first AI-based clinical decision support tool leveraging NeuroPace's proprietary intracranial EEG dataset.
Analysis · NPCE · Industrial Applications And Services
NeuroPace delivered Q2 revenue of $22.8M, edging past consensus, and raised its full-year 2026 revenue guidance to $99.5M-$101.5M. The core RNS business grew 21%, driven by new prescriber and account highs. Losses narrowed significantly, and the company launched its first AI-powered clinical tool, ECoG Assistant. With $51.9M in cash and a path to near-breakeven, the results reinforce the commercial trajectory ahead of a critical FDA meeting on IGE label expansion.
At the time of this filing, NPCE was trading at $15.03 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $513.1M. The 52-week trading range was $7.56 to $19.60. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.