Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$440.4M
87M shares
52-week range
$3.85 – $6.50
44% from low
Sector
SERVICES-HEALTH SERVICES
Exchange
NASDAQ
CS
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.
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.
$ACHR For reference on what the defense side potential meant to the stock price, the huge spike circled in late November was in large part due to the announcement of Archer Defense and Anduril partnership. I wonder if the red circled time zone is when news started to quietly spill out that Archer Defense was not progressing well. Archer Defense is now apparently defunct, as there is no mention of it on their website anymore. For reference on what the critical medical delivery business is worth that is now a main potential facet of Halo, you can see $500M market cap $SRTA
View on StockTwits ↗$SRTA Strata Critical Medical schedules Q2 2026 earnings call for August 4 before market open
View on StockTwits ↗$SRTA good stock Look into Supercom “SPCB” 60% margins, Micro cap only 46 million Market Cap, Revenue of $27.9 million, GAAP net income of $3.75 million, Profitable company, Multimillion dollar contracts in Europe. Best part is their Saas contracts in the U.S. growing fast and no sign of stoping. Copy and paste this to every X analyst or investor page I’ve been doing if they won’t cover it we gotta get the word out tired of the invisibility of this company!!!
View on StockTwits ↗$SRTA Quiet on the CC calendar but still sweet. PAYtience here, so just setting a place holder.
View on StockTwits ↗Why I chose $SRTA over $TMDX $TMDX is the proven MedTech leader in organ perfusion with OCS technology, larger scale, stronger margins, and a ~$2.38B market cap. It’s the “quality compounder” in this space. $SRTA, on the other hand, is the higher beta transformation story, moving as a vertically integrated transplant services platform combining logistics, clinical recovery, and NRP capabilities. Why $SRTA stands out right now: Stronger growth momentum: Q1 revenue +87% YoY to $67.4M vs TMDX +21%, showing faster acceleration off a smaller base Business model pivot: exit of lower-margin segments and shift toward higher-value transplant services and integrated recovery operations Early profitability inflection: first positive net income ($2.4M) and improving cash flow profile under new structure Asymmetric valuation: ~$468M market cap vs larger peer, giving more operating leverage if execution continues Structural tailwinds: organ shortage + expansion of machine perfusion and NRP adoption benefiting both, but SRTA has more M&A-driven scalability Bottom line: TMDX is the stable leader with proven execution. SRTA is the higher-risk, higher-torque transformation story with more upside if the turnaround sustains. Curious how others are splitting this: stability vs optionality?
View on StockTwits ↗$SRTA announcing the $21.5 million acquisition of HLT‑NRP, boosting its transplant recovery platform.
View on StockTwits ↗$SRTA ✅✅✅Strata added to S&P Health Care Services Select Industry Index✅✅✅ (EDT S&P Capital IQ)
View on StockTwits ↗$SRTA Interesting tug-of-war: trading volume is extremely high. ARK ruined the short squeeze by selling around 400k stocks the other day, giving short sellers some breathing room. But the war is still going on. Today it is very interesting that Northern Right Capital Management, L.P. increased its position and crossed the 5% ownership threshold. Matthew Drapkin could enter the board and influence the company’s strategic decisions. They have a very concentrated portfolio, with only around 25 companies, and they are specialists in growth operations involving small caps.
View on StockTwits ↗$SRTA appears well positioned to continue gaining market share through a combination of strategic acquisitions and deeper penetration of its existing markets. With multiple avenues for expansion still available, I’m looking forward to seeing what management’s next strategic move will be.
View on StockTwits ↗$SRTA Wow! Interesting things are happening here... I don't have the short data yet, and I don't think it's even launched yet! But it's almost here! Also noteworthy is that there are still buy orders after the close of 160,000 shares, compared to only 300 shares for sale! The rocket is about to launch here!!!
View on StockTwits ↗$SRTA Today, the stock was aggressively shorted in an unprecedented way... Only 300,000 shortable shares remain in circulation! A short squeeze is imminent, with an aggressive rally if the price persists and holds on Monday! Furthermore, at the end of the day, the number of orders remaining active in both directions was also unusual, with very large orders. A suspected aggressive move higher if the short squeeze is triggered!
View on StockTwits ↗$SRTA Share Price: $6.26 Contract Selected: Nov 20, 2026 $10 Calls Buy Zone: $0.26 – $0.32 Target Zone: $0.49 – $0.60 Potential Upside: 79% ROI Time to Expiration: 167 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $274M | +28.2% | $-0.07 | $-0.07–$-0.06 | — | 1 |
| 2027 | $309M | +12.5% | $-0.01 | $-0.04–$0.01 | — | 3 |
| 2028 | $318M | +3.1% | $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 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 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% |
| 2024-08-07 | $-0.06 | $-0.06 | +0.0% |
| $166M |
| — |
| FLYXflyExclusive, Inc. | $1.15 | -5.74% | $93M | — |
| KFRCKforce Inc. | $56.81 | -3.81% | $1.0B | — |
Source: Financial Modeling Prep · peers by sector/industry