Procept Biorobotics vs Globus Medical: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Procept Biorobotics Corp (PRCT)

Q3 202624 Jul – 5 Aug 2026

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PRCT: Procedure Guidance Cut and Securities Class Action Weigh on Shares

2026 U.S. procedure outlook slashed on legacy AQUABEAM softness Procept cut its 2026 U.S. procedure guidance to 54,000–56,000 from 60,000–64,000, citing concentrated softness in legacy AQUABEAM accounts. Q2 procedures grew 21% but missed expectations. This signals weaker demand for the older system and raises doubts about the growth trajectory, pushing the stock down.
This is the most direct new fundamental negative for PRCT's demand outlook.
Securities class action alleges undisclosed discount program inflated sales Multiple law firms filed or reminded investors of a class action claiming Procept used an undisclosed discount program to pull forward handpiece sales, creating over 10,000 excess field inventory units. The lawsuit seeks damages and adds legal and reputational risk, weighing on investor sentiment.
This is a new legal/regulatory overhang that directly pressures PRCT shares.
Q2 revenue beat but net loss and EBITDA loss persist Procept reported Q2 revenue of $94.5 million, up 19% year-over-year, above the consensus estimate of $92.82 million. However, the company still posted a net loss of $26.9 million and an adjusted EBITDA loss of $11.3 million, showing that profitability remains elusive despite top-line growth.
This shows the mixed financial picture: revenue growth is positive but losses continue.
HYDROS upgrade cycle and positive EBITDA target offer a path forward Procept placed 65 HYDROS systems at an average selling price of about $495,000 and is accelerating upgrades of legacy AQUABEAM accounts to HYDROS. Management still expects positive adjusted EBITDA in Q4 2026 and sees the replacement cycle as a significant factor into 2027, providing a potential catalyst.
This highlights the company's plan to offset legacy weakness and reach profitability.

July 202624 Jul – 5 Aug 2026

▼2▲1

PRCT: Procedure Guidance Cut and Securities Class Action Weigh on Shares

2026 U.S. procedure outlook slashed on legacy AQUABEAM softness Procept cut its 2026 U.S. procedure guidance to 54,000–56,000 from 60,000–64,000, citing concentrated softness in legacy AQUABEAM accounts. Q2 procedures grew 21% but missed expectations. This signals weaker demand for the older system and raises doubts about the growth trajectory, pushing the stock down.
This is the most direct new fundamental negative for PRCT's demand outlook.
Securities class action alleges undisclosed discount program inflated sales Multiple law firms filed or reminded investors of a class action claiming Procept used an undisclosed discount program to pull forward handpiece sales, creating over 10,000 excess field inventory units. The lawsuit seeks damages and adds legal and reputational risk, weighing on investor sentiment.
This is a new legal/regulatory overhang that directly pressures PRCT shares.
Q2 revenue beat but net loss and EBITDA loss persist Procept reported Q2 revenue of $94.5 million, up 19% year-over-year, above the consensus estimate of $92.82 million. However, the company still posted a net loss of $26.9 million and an adjusted EBITDA loss of $11.3 million, showing that profitability remains elusive despite top-line growth.
This shows the mixed financial picture: revenue growth is positive but losses continue.
HYDROS upgrade cycle and positive EBITDA target offer a path forward Procept placed 65 HYDROS systems at an average selling price of about $495,000 and is accelerating upgrades of legacy AQUABEAM accounts to HYDROS. Management still expects positive adjusted EBITDA in Q4 2026 and sees the replacement cycle as a significant factor into 2027, providing a potential catalyst.
This highlights the company's plan to offset legacy weakness and reach profitability.

Latest24 Jul – 5 Aug 2026

▼2▲1

PRCT: Procedure Guidance Cut and Securities Class Action Weigh on Shares

2026 U.S. procedure outlook slashed on legacy AQUABEAM softness Procept cut its 2026 U.S. procedure guidance to 54,000–56,000 from 60,000–64,000, citing concentrated softness in legacy AQUABEAM accounts. Q2 procedures grew 21% but missed expectations. This signals weaker demand for the older system and raises doubts about the growth trajectory, pushing the stock down.
This is the most direct new fundamental negative for PRCT's demand outlook.
Securities class action alleges undisclosed discount program inflated sales Multiple law firms filed or reminded investors of a class action claiming Procept used an undisclosed discount program to pull forward handpiece sales, creating over 10,000 excess field inventory units. The lawsuit seeks damages and adds legal and reputational risk, weighing on investor sentiment.
This is a new legal/regulatory overhang that directly pressures PRCT shares.
Q2 revenue beat but net loss and EBITDA loss persist Procept reported Q2 revenue of $94.5 million, up 19% year-over-year, above the consensus estimate of $92.82 million. However, the company still posted a net loss of $26.9 million and an adjusted EBITDA loss of $11.3 million, showing that profitability remains elusive despite top-line growth.
This shows the mixed financial picture: revenue growth is positive but losses continue.
HYDROS upgrade cycle and positive EBITDA target offer a path forward Procept placed 65 HYDROS systems at an average selling price of about $495,000 and is accelerating upgrades of legacy AQUABEAM accounts to HYDROS. Management still expects positive adjusted EBITDA in Q4 2026 and sees the replacement cycle as a significant factor into 2027, providing a potential catalyst.
This highlights the company's plan to offset legacy weakness and reach profitability.

Globus Medical (GMED)

Q3 202617 Jul – 24 Sep 2026

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Globus Medical beats Q2, buys AI health firm, wins EU clearance for imaging robot

Q2 beat and raised guidance Globus Medical reported Q2 revenue of $789.6 million, up 5.9% and above estimates, and beat profit expectations while raising full-year guidance. US Spine rose 7% and international spine 14%, showing the core business is still taking market share.
The latest earnings beat and guidance raise are the clearest new evidence of business strength.
AI digital health acquisition Globus Medical bought Higgs Boson Health, a Duke-incubated AI software company, to build 'surgical intelligence' that tracks patient outcomes across the whole episode of care. It adds technology and talent rather than near-term sales, so it supports the long-term growth story more than this quarter's numbers.
A new acquisition expands Globus Medical's technology and talent, a fresh strategic driver.
EU approval for Excelsius3D imaging system Globus Medical's Excelsius3D imaging system received CE marking, letting it be sold in the EU and UK. The system combines 3D CT, 2D fluoroscopy and digital X-ray and works with its ExcelsiusGPS surgical robot, so it can lift sales of the whole robotic ecosystem abroad.
New regulatory clearance opens European commercialization, a concrete new growth avenue.
Insurance worries and governance probe Intuitive Surgical warned that insurance plan changes could slow US procedure growth, dragging medical device stocks including Globus Medical down 4.4%. Separately, Kuehn Law is investigating whether Globus Medical officers and directors breached their duties through possible self-dealing, a governance cloud that can weigh on sentiment.
These are the main new negatives: a sector demand scare and a legal/governance investigation.

August 202617 Jul – 24 Sep 2026

▲3▼1

Globus Medical beats Q2, buys AI health firm, wins EU clearance for imaging robot

Q2 beat and raised guidance Globus Medical reported Q2 revenue of $789.6 million, up 5.9% and above estimates, and beat profit expectations while raising full-year guidance. US Spine rose 7% and international spine 14%, showing the core business is still taking market share.
The latest earnings beat and guidance raise are the clearest new evidence of business strength.
AI digital health acquisition Globus Medical bought Higgs Boson Health, a Duke-incubated AI software company, to build 'surgical intelligence' that tracks patient outcomes across the whole episode of care. It adds technology and talent rather than near-term sales, so it supports the long-term growth story more than this quarter's numbers.
A new acquisition expands Globus Medical's technology and talent, a fresh strategic driver.
EU approval for Excelsius3D imaging system Globus Medical's Excelsius3D imaging system received CE marking, letting it be sold in the EU and UK. The system combines 3D CT, 2D fluoroscopy and digital X-ray and works with its ExcelsiusGPS surgical robot, so it can lift sales of the whole robotic ecosystem abroad.
New regulatory clearance opens European commercialization, a concrete new growth avenue.
Insurance worries and governance probe Intuitive Surgical warned that insurance plan changes could slow US procedure growth, dragging medical device stocks including Globus Medical down 4.4%. Separately, Kuehn Law is investigating whether Globus Medical officers and directors breached their duties through possible self-dealing, a governance cloud that can weigh on sentiment.
These are the main new negatives: a sector demand scare and a legal/governance investigation.

Latest17 Jul – 24 Sep 2026

▲3▼1

Globus Medical beats Q2, buys AI health firm, wins EU clearance for imaging robot

Q2 beat and raised guidance Globus Medical reported Q2 revenue of $789.6 million, up 5.9% and above estimates, and beat profit expectations while raising full-year guidance. US Spine rose 7% and international spine 14%, showing the core business is still taking market share.
The latest earnings beat and guidance raise are the clearest new evidence of business strength.
AI digital health acquisition Globus Medical bought Higgs Boson Health, a Duke-incubated AI software company, to build 'surgical intelligence' that tracks patient outcomes across the whole episode of care. It adds technology and talent rather than near-term sales, so it supports the long-term growth story more than this quarter's numbers.
A new acquisition expands Globus Medical's technology and talent, a fresh strategic driver.
EU approval for Excelsius3D imaging system Globus Medical's Excelsius3D imaging system received CE marking, letting it be sold in the EU and UK. The system combines 3D CT, 2D fluoroscopy and digital X-ray and works with its ExcelsiusGPS surgical robot, so it can lift sales of the whole robotic ecosystem abroad.
New regulatory clearance opens European commercialization, a concrete new growth avenue.
Insurance worries and governance probe Intuitive Surgical warned that insurance plan changes could slow US procedure growth, dragging medical device stocks including Globus Medical down 4.4%. Separately, Kuehn Law is investigating whether Globus Medical officers and directors breached their duties through possible self-dealing, a governance cloud that can weigh on sentiment.
These are the main new negatives: a sector demand scare and a legal/governance investigation.