Reading ANGO? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ANGO free→Reading ANGO? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ANGO free→NASDAQHealth CareMedical Instruments & SuppliesSnapshot 2026-06-15
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and the company was unprofitable over the past year, so its earnings quality can't be assessed. Management's recent track record has been fairly steady, and it has a capital-friendly stance. Risk is moderate, while the sector backdrop is a headwind, with ANGO trading above typical compared to sector peers. Peer multiples imply a price about 82% above where it trades (it looks cheap on this basis); the read is cheap, value-trap risk, as it trades below peer multiples, but recent financials are weak. This analysis is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 2 valuation methods, at three horizons. Current price $11.98. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $12 ANGO trades at 2× p/s, below its 3× p/s peer median. Our $67 fair value sits above the price; low confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 82% below a flat-multiple fair value, below our forecast of about 10%. This describes what's priced in, not a forecast of the move.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 55% of the time over the next year (vs 54% for the rest of the cohort, n=2391).
Over the trailing year it converted -0.14x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates.
10 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 58% of the time over the next year (vs 50% for the rest of the cohort, n=842).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $-0.06 → $-0.10 (-75.8% / 30d). 1 raised, 1 cut, 3 covering analysts.
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$125.
How much price usually moves either way.
On a bad day, this stock has moved -$391.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,889.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: The earnings report will show if AngioDynamics can improve its loss-making status. Investors will focus on revenue and profit trends.
Confirms one read:Earnings report shows revenue growth above 10% year over year.
Confirms the other:Earnings report shows revenue decline or continued losses.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for ANGO yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Other Events On April 23, 2026, AngioDynamics, Inc. (the “Company” or “AngioDynamics”) filed a complaint commencing a patent infringement lawsuit in the United States District Court for the District of Delaware against Endovascular Engineering, Inc. (“E2”). The complaint alleges that E2’s Hēlo Thrombectomy System unlawfully incorporates several features protected by registered patents held by the Company, including relating to the Company’s proprietary self-expanding funnel technology and rel…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
A side-by-side read on sector standing, valuation, and risk versus Health Care Supplies.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
ANGO AngioDynamics, Inc. | Above typical Show detailsSector percentile: 88 of 100 | inexpensive | moderate |
MDLN MEDLINE INC | — | full | moderate |
WST West Pharmaceutical Services | Above typical Show detailsSector percentile: 94 of 100 | expensive | moderate |
COO Cooper Companies (The) | Above typical Show detailsSector percentile: 74 of 100 | fair | moderate |
ALGN Align Technology | Above typical Show detailsSector percentile: 94 of 100 | fair | elevated |
Not investment advice. As of 2026-06-15.
via XLV
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The company aims to achieve positive free cash flow for the full fiscal year 2026.
Stated in 4 of last 4 quarters. Despite the goal of achieving positive free cash flow, cash from operating activities was negative $3.11M in 2026-Q3, indicating limited progress toward this target.
“Free Cash Flow Unchanged Positive for Full Year”
“Free Cash Flow Unchanged Positive for full year FY 2026”
“Free Cash Flow Unchanged Positive for full year FY 2026”
“Free Cash Flow Positive for Full Year FY2026”
The company aims to maintain its gross margin within the range of 53.5% to 55.5% for FY 2026.
Stated in 5 of last 5 quarters. The gross profit was $41.48M in 2026-Q3, but the exact margin percentage is not disclosed, making it difficult to assess if the target range is being met. Persistent statement, limited substantive delivery this quarter.
“Gross Margin Unchanged 53.5% - 55.5%”
The company aims to increase net sales to between $313.5 million and $315.5 million for the fiscal year 2026.
Stated in 4 of last 4 quarters. Revenue was $78.42M in 2026-Q3, indicating a need for significant growth in the remaining quarters to meet the annual target. Recurring focus, narrow delivery so far.
Why it matters: If the health care sector's revenue growth speeds up, it could benefit AngioDynamics. A stronger sector may improve investor sentiment.
Confirms:Sector revenue growth is speeding up again. It is now above 10% year over year.
Disproves:Sector revenue growth is slowing down. It is now below 10% year over year.
of this Form 8-K (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section. Furthermore, such information shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
of this Form 8-K (including Exhibit 99.2) shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities under that Section. Furthermore, the presentation slides shall not be deemed to be incorporated by reference into any filing under the Securities Act or the Exchange Act. Forward-Looking Statements This document and its attachments contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 19…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Transition and Retirement Agreement On February 3, 2026, in connection with James C. Clemmer’s previously announced intention to retire from his position as President and Chief Executive Officer of AngioDynamics, Inc. (“ AngioDynamics ” or the “ Company ”) and its subsidiaries (together, the “ Company Group ”), the Company and Mr. Clemmer entered i…
of this Form 8-K (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section. Furthermore, such information shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
“Gross Margin Unchanged 53.5% - 55.5%”
“Gross Margin Unchanged 53.5% - 55.5%”
“Gross Margin 53.5% - 55.5%”
“Gross Margin 53.5% - 55.5%”
“Net Sales Increased $313.5 - $315.5 M”
“Net Sales Increased $312 - $314 million”
“Net Sales Increased $308 - $313 million”
“For the full fiscal year 2026, the company expects a $4.0 - $6.0 million impact from tariffs.”