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Treace Medical Concepts (TMCI) Stock News, Sep 2025-Feb 2026

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Welcome to our dedicated page for Treace Medical Concepts news (Ticker: TMCI), a resource for investors and traders seeking the latest updates and insights on Treace Medical Concepts stock.

Treace Medical Concepts, Inc. develops and markets orthopaedic medical devices for the surgical treatment of bunions and related midfoot deformities. Its updates center on the Lapiplasty® 3D Bunion Correction procedure and related technologies used by surgeons, ambulatory surgery centers and hospitals.

Recurring news themes for TMCI include quarterly and annual financial results, revenue guidance, surgeon adoption, cash and liquidity updates, product introductions and clinical data. Company announcements also cover additions to the bunion and midfoot technology portfolio, including SuperBite™ Compression Screw System, Lapiplasty® Lightning™ technology, SpeedMTP® and IntelliGuide® PSI, as well as patent portfolio activity and presentations at foot and ankle surgery conferences.

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Treace (NasdaqGS: TMCI) will present new product innovations and interim clinical data at the ACFAS Annual Scientific Conference, Feb 24-26, 2026. Key findings include ALIGN3D 48-month recurrence of 8.4%, early weightbearing averages (8.4, 7.9, 3.7 days) across studies, and full radiographic union at six months in SpeedMTP® patients. Treace previewed new devices—SpeedTMT™ (commercial H2 2026) and Lightning™ system (commercial late 2026)—plus Nanoplasty®, Percuplasty™, and IntelliGuide® PSI to broaden its 3D bunion solutions.

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Treace Medical Concepts (NasdaqGS: TMCI) will release fourth-quarter and full-year 2025 financial results before market open on Friday, February 27, 2026.

Management will host a conference call at 8:00 am ET with live and archived webcast access via the company investor relations website. Investors must register to receive dial-in details and a unique PIN.

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Treace (Nasdaq: TMCI) reported preliminary, unaudited Q4 2025 revenue of $62.1M–$62.5M (≈9% decline at midpoint vs. Q4 2024) and full‑year 2025 revenue of $212.3M–$212.7M (≈2% increase at midpoint vs. 2024), in line with prior guidance of $211M–$213M. The company added ~202 active surgeons in 2025, ending the year with ~3,337 active surgeons (≈33% of an estimated 10,000 U.S. bunion surgeons). Treace cited mid‑single‑digit case volume growth for 3D bunion technologies, said it will not issue full‑year 2026 guidance now, and plans to provide 2026 financial guidance on its Q4 2025 earnings call scheduled for Feb 26, 2026.

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Treace Medical Concepts (Nasdaq: TMCI) announced the first surgical case using its new Lapiplasty® Lightning™ technology, an enhancement of the Lapiplasty® System that adds advanced instrumentation and SpeedPlate® Rapid Compression Fixation to reduce steps, correct in three planes, and streamline workflow.

The company plans a limited market release midyear 2026 followed by full commercialization before year-end 2026. A surgeon on Treace's advisory board reported faster procedures with greater accuracy and no need for provisional fixation.

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Treace Medical Concepts (Nasdaq: TMCI) announced that CEO John T. Treace will present at the 44th Annual J.P. Morgan Healthcare Conference on Wednesday, January 14, 2026 at ~7:30 am PT. A live webcast and replay of the fireside chat will be available on the company’s investor relations website at https://investors.treace.com/. The company also noted it routinely posts investor‑important information in its Investor Relations section and encourages investors to check the site regularly for updates.

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Treace Medical (Nasdaq: TMCI) entered a new five-year senior secured loan arrangement providing up to $175 million in debt financing on Dec 18, 2025. The package consists of $60 million funded at close, $65 million additional term loan availability, and a $50 million revolving credit facility, each subject to conditions.

Proceeds prepaid the company’s prior $50 million term loan and $4 million drawn on its prior revolver. Interest equals applicable SOFR with a 3% floor plus 5.05% on the term loan (minimum ~8.05%) and 4.0% on the revolver (minimum ~7.0%). The term loan allows 48 months interest-only payments, extendable by 12 months. After the refinancing, Treace reports approximately $165 million of total liquidity (cash, equivalents, marketable securities, and unused facility availability), and listed Armentum Partners as financial advisor.

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Treace Medical Concepts (Nasdaq: TMCI) will participate in two investor conferences on November 10–11, 2025. The company will appear at the UBS Global Healthcare Conference on Monday, November 10, 2025, with a fireside chat at 11:45 AM ET, and at the Stifel 2025 Healthcare Conference on Tuesday, November 11, 2025.

A live webcast and replay of the UBS fireside chat will be available on the company’s Investor Relations website at https://investors.treace.com/. Treace routinely posts investor‑important information in the Investor Relations section at www.treace.com and encourages investors to check the site regularly.

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Treace Medical Concepts (Nasdaq: TMCI) reported third quarter 2025 results on November 6, 2025 with revenue $50.2M (+11% YoY) and a net loss of $16.3M (or $(0.26) per share). Gross margin was 79.1%. Adjusted EBITDA loss improved 49% to $(2.6M). Total liquidity was $80.6M ($57.4M cash and marketable securities; $23.2M revolver availability).

The company released new 3D MIS and MTP fusion systems, presented positive clinical data, and expanded its patent portfolio to 122 granted and 194 pending patents. Treace cut full‑year 2025 revenue guidance to $211M–$213M (1%–2% growth) from $224M–$230M and now expects an Adjusted EBITDA loss of $6.5M–$7.5M for 2025, citing shifting surgeon preferences and softer elective procedure demand.

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Treace Medical Concepts (NasdaqGS: TMCI) will release its third quarter 2025 financial results after market close on Thursday, November 6, 2025. Company management will host a conference call at 4:30 PM ET the same day to discuss results and answer questions.

Investors must register to receive dial-in numbers and a unique PIN to join the call. A live webcast and archived replay will be available on the company’s investor relations site at https://investors.treace.com/. Treace also posts investor‑important information regularly in the Investor Relations section of its website.

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Treace Medical Concepts (NASDAQ:TMCI), a medical technology company focused on bunion treatment, announced significant product innovations and clinical study updates at the 2025 AOFAS Annual Meeting. The company unveiled several new technologies including Nanoplasty®, Percuplasty™, SpeedMTP®, and IntelliGuide™ PSI, expanding their bunion treatment portfolio.

The ALIGN3D™ clinical study data showed promising results with low radiographic recurrence rates of 7.7% at 48 months and 4.8% at 60 months. The MTA3D™ study demonstrated early weight-bearing capabilities averaging 7.9 days and significant improvements in both midfoot and 3D bunion deformity correction at 12 months.

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FAQ

What is the current stock price of Treace Medical Concepts (TMCI)?

The current stock price of Treace Medical Concepts (TMCI) is $4.53 as of September 17, 2026.

What is the market cap of Treace Medical Concepts (TMCI)?

The market cap of Treace Medical Concepts (TMCI) is approximately 294.6M.