Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$459.6M
88M shares
52-week range
$3.95 – $6.50
55% from low
Sector
SERVICES-HEALTH SERVICES
Exchange
NASDAQ
CS
P/S (TTM)
1.8
Strata Critical Medical Inc is a time-critical logistics and medical services provider to the U.S. healthcare industry. The group operates one of the nation's air transport and surgical services networks for transplant hospitals and organ procurement organizations, offering an integrated 'One Call' solution for donor organ recovery. It includes two segments: Logistics segments which hold, Air Logistics, Ground Logistics and Organ Placement. The second segment is Clinical Segment which includes: Organ Recovery, Normothermic Regional Perfusion (NRP), and Preservation, and Other Clinical Segment which has Cardiac Care, and Other.
www.stratacritical.comNo one on the platform currently holds SRTA.
| Institution | Shares | Reported |
|---|---|---|
| Third Point LLCas of 2026-03-31 | 5,000,000 | $20.9M |
| Renaissance Technologiesas of 2026-03-31 | 474,886 | $2.0M |
No one on the platform has traded SRTA yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | -8.9% | — | — | — | ||
| Rev. Growth % | -20.7% | 53.1% | ||||
| Profit Margin % | 21.0% | -22.6% | ||||
| Free Cash Flow Margin % | -30.4% | -23.5% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $291M | +36.0% | $-0.09 | $-0.09–$-0.09 | — | 2 |
| 2027 | $326M | +12.1% | $0.00 | $-0.14–$0.08 | 1608.2× | 3 |
| 2028 | $318M | -2.5% | $0.00 | $0.00–$0.00 | — | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $-0.02 | $-0.12 | -500.0% |
| 2026-05-06 | $-0.04 | $0.03 | +175.0% |
| 2026-03-03 | $0.01 | $-0.06 | -721.4% |
| 2025-11-10 | $-0.02 | $-0.06 | -200.0% |
| 2025-08-05 | $-0.04 | $-0.05 | -25.0% |
| 2025-05-12 | $-0.11 | $-0.04 | +63.6% |
| 2025-03-13 | $-0.12 | $-0.12 | +0.0% |
| 2024-11-12 | $-0.06 | $-0.03 | +50.0% |
| $75M |
| — |
| FLYXflyExclusive, Inc. | $1.12 | -0.00% | $90M | — |
| KFRCKforce Inc. | $52.27 | +2.01% | $936M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$SRTA targeted the 2026 Jefferies Healthcare Services and Technology Conference, presenting on Sep 14 at 2:15 pm ET.
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$SRTA From $6.40 pre market yesterday to $5.80 today. That’s a big drop.
View on StockTwits ↗
$SRTA On SRTA, the stars really seem to be aligned. The company has changed, the business is cleaner, the medical sector is growing strongly, and the numbers are starting to tell a very different story from what the market is still pricing in. The spring is loaded. When the market truly understands what Strata Critical Medical is becoming, the move could be significant.
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$SRTA Good post. Trying Blade for the first time in a couple weeks for my birthday when I head to airport. Excited to try. With the organ transplant transportation in play too, this is honestly an interesting play. Keeping my eye on this one
View on StockTwits ↗$SRTA The company is genuinely strong: it is increasing in value, efficiency, and operational quality, more and more like a top player. The problem is that institutional investors know very well how to read the numbers, and they want to accumulate as many stocks as possible for the long term at these prices, taking them from weak hands. They do this by placing light but constant buy orders near the lows. Just think about the $5 million + $5 million deducted on an accounting basis: those are only virtual accounting items, not real cash outflows. The numbers that really matter are different: total revenue is increasing, operating income improved by $3 million in 3 months, the company is now basically at break-even, with practically no real operating losses, and most importantly, cash flow is positive with a balance of +$5.7 million. If this is not a company worth investing in, with solid foundations and high growth, then I honestly wonder what is. Lottery tickets maybe?
View on StockTwits ↗$SRTA taking some long off today. They’re really struggling
View on StockTwits ↗$SRTA Revenue: +$72.5 million Adjusted profit: +$7.9 million Operating loss -$5.4 million (minus an absurd $5 million from the Blade brand) Net profit -$10.5 million Absurd! The company continues to grow and perform well, but they want to keep it low-profile so they can buy other companies at a low price. To do this, they mask the excellent profits by inserting accounting details that distort the results!
View on StockTwits ↗$SRTA Revenue: +$72.5 million Adjusted profit: +$7.9 million Operating loss -$5.4 million (minus an absurd $5 million from the Blade brand) Net profit -$10.5 million Absurd! The company continues to grow and perform well, but they want to keep it low-profile so they can buy other companies at a low price. To do this, they mask the excellent profits by inserting accounting details that distort the results!
View on StockTwits ↗$SRTA mentioned its Q2 2026 results in a press release.
View on StockTwits ↗
$SRTA Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.12 down -140.00% YoY • Reported revenue of $72.51M up 60.74% YoY • Strata Critical Medical updated its 2026 guidance to revenue of $285-295 million, Adjusted EBITDA of $33-35 million, and free cash flow, before aircraft and engine acquisitions, of $15-22 million.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.