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AI Earnings Predictions for Neuropace Inc. (NPCE)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

SELL

1-Day Prediction

-5.69%

$14.17

0% positive prob.

5-Day Prediction

-11.47%

$13.31

0% positive prob.

20-Day Prediction

-7.69%

$13.87

0% positive prob.

Price at prediction: $15.03 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q2 2026

Historical Earnings Predictions

Quarter Signal 1D Return 5D Return 20D Return Confidence Actual 5D
Q2 2026 SELL -5.69% -11.47% -7.69% 100.0% Pending
Q4 2025 BUY +18.13% +32.67% +49.51% 98.4% +2.82%

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q2

Q2 2026 Earnings

8-K SELL

Aug 11, 2026 · 100% conf.

AI Prediction SELL

1D

-5.69%

$14.17

Act: -3.13%

5D

-11.47%

$13.31

20D

-7.69%

$13.87

Price: $15.03 Prob +5D: 0% AUC: 1.000
0001528287-26-000027

EX-99

2 exhibit991_q22026earningsr.htm

EX-99.1

Document

NeuroPace Reports Second Quarter 2026 Financial Results and Raises 2026 Revenue Guidance

Q2 2026 total revenue of $22.8 million, including $22.5 million in RNS revenue representing 21% growth

Raises full year 2026 total revenue guidance to $99.5 million to $101.5 million, which assumes 21% to 23% growth in core RNS® revenue from existing indications

Preparation remains on track for SIR meeting with FDA regarding the IGE PMA supplement, supported by

24-month NAUTILUS data showing a 100% median reduction in GTC seizures among evaluable patients1

Mountain View, Calif. – August 11, 2026 – NeuroPace, Inc. (Nasdaq: NPCE), a medical device company focused on transforming the lives of people living with epilepsy, today reported financial results for the second quarter ended June 30, 2026, and provided a corporate update.

Second Quarter 2026 Financial Highlights

•Total revenue of $22.8 million in the second quarter of 2026

•RNS System revenue of $22.5 million in the quarter, representing 21.3% growth compared to the second quarter of 2025

•Net loss in the second quarter of 2026 was ($6.2) million compared to ($10.0) million in the second quarter of 2025

•Adjusted EBITDA loss of ($2.8) million for the second quarter of 2026, an improvement of $2.1 million compared to a loss of ($4.9) million in the second quarter of 2025

Second Quarter 2026 Operational & Strategic Highlights

•Launched ECoG Assistant™, the first in a planned suite of NeuroPace AI-based clinical decision support tools, uniquely enabled by NeuroPace’s proprietary long-term intracranial EEG dataset and designed to help physicians more efficiently review ECoG data and inform individualized treatment decisions

•Published 18-month NAUTILUS results in Epilepsia, a leading peer-reviewed epilepsy journal, providing Level 1 evidence from the first randomized controlled neuromodulation trial in drug-resistant IGE and demonstrating a 77% median reduction in GTC seizures.

•Reached new all-time highs in active prescribers, accounts and patient pipeline

“Second-quarter performance showed continued momentum in our core RNS business driven by increased adoption within our current focal epilepsy indication,” said Joel Becker, Chief Executive Officer of NeuroPace. “We also maintained strong financial discipline while continuing to invest in the long-term growth of the business and advance our product roadmap. The launch of ECoG Assistant marked an important first-of-its-kind step in extending the differentiated capabilities of the RNS System, building on NeuroPace’s unique ability to continuously monitor and record each patient’s intracranial EEG data, efficiently identify ECoGs of interest and support more individualized therapy, reinforcing a data advantage that other neuromodulation platforms cannot replicate.

Looking ahead, we remain focused on sustaining momentum in our core business. Additionally, we look forward to continuing our engagement with the FDA regarding the path forward for our IGE PMA Panel Track supplement and remain on track with our clinical and regulatory timelines”.

1 Based on participants who received stimulation for 23 of 24 months following implant and had completed 24-month follow-up with evaluable data.

Discontinued Operations & Basis of Presentation

Following the expiration of the Company’s distribution agreement with DIXI Medical and the related wind-down, the Company concluded in the second quarter of 2026 that the abandonment of its DIXI Medical product operations met the criteria for presentation as a discontinued operation under ASC 205-20. Unless otherwise noted, the results discussed in this release reflect continuing operations; prior-period amounts have been reclassified accordingly, with no effect on previously reported net loss, total assets, total liabilities, or total stockholders’ equity. See the accompanying financial statements for the GAAP presentation of continuing and discontinued operations.

Second Quarter 2026 Financial Results

RNS System revenue totaled $22.5 million in the second quarter of 2026, representing growth of 21.3% compared to the second quarter of 2025. Total revenue in the second quarter of 2026 grew 17% to $22.8 million, compared with revenue of $19.5 million in the second quarter of 2025.

Non-GAAP gross margin for the second quarter of 2026 was 83.4%, compared with 84.0% in the second quarter of 2025. The slight year-over-year decline was driven by slightly higher material costs partially offset by favorable pricing. Total GAAP gross margin from continuing operations in the second quarter of 2026 was 82.8%.

Non-GAAP operating expenses in the second quarter of 2026 were $21.9 million, compared with $21.3 million in the second quarter of 2025. GAAP operating expenses in the second quarter of 2026 were $24.0 million.

Non-GAAP sales and marketing expense in the second quarter of 2026 was $11.5 million, compared with $10.7 millio

2026
Q1

Q1 2026 Earnings

8-K

May 12, 2026

0001528287-26-000019

EX-99

2 exhibit991_q12026earningsr.htm

EX-99.1

Document

NeuroPace Reports First Quarter 2026 Financial Results and Raises 2026 Revenue Guidance

Total revenue of $22.1 million

Raises full year 2026 guidance to $99 million to $101 million, up from $98 million to $100 million previously

Assumes 21% to 23% growth in core RNS® revenue from existing indications, excluding any contribution from idiopathic generalized epilepsy (IGE) indication expansion

Continues to expect IGE contribution following potential NAUTILUS PMA-Supplement (PMA-S) approval in mid-2026

Mountain View, Calif. – May 12, 2026 – NeuroPace, Inc. (Nasdaq: NPCE), a medical device company focused on transforming the lives of people living with epilepsy, today reported financial results for the first quarter ended March 31, 2026, and provided a corporate update.

First Quarter 2026 Highlights

•Total revenue of $22.1 million in the quarter. Excluding DIXI Medical, total revenue of $22.0 million representing 20.1% year over year growth

•RNS System revenue of $21.7 million in the quarter, representing 19.5% year over year growth

•GAAP net loss in the first quarter of 2026 was ($6.7) million compared to ($6.6) million in the first quarter of 2025

•Adjusted EBITDA loss, excluding DIXI Medical, of ($3.3) million for the first quarter of 2026, an improvement of $0.8 million compared to a loss of ($4.1) million in the first quarter of 2025

•Completed the FDA mid-cycle review meeting for the NAUTILUS PMA supplement, consistent with the expected regulatory timeline

•Reached new all-time highs in active prescribers, accounts and patient pipeline

“First quarter results reflect continued execution against the strategic priorities we outlined earlier this year,” said Joel Becker, Chief Executive Officer of NeuroPace. “We remain focused on driving disciplined growth in our core RNS business, advancing our product roadmap, and progressing toward potential indication expansion, all while strengthening the operational foundation of the Company. We continue to progress NAUTILUS through the regulatory review process and remain encouraged by the totality of the dataset supporting the IGE indication expansion.”

First Quarter 2026 Financial Results

Non-GAAP revenue in the first quarter of 2026 grew 20.1% to $22.0 million, compared with $18.3 million in the first quarter of 2025. The Company’s revenue growth was primarily driven by increased sales of the RNS System which totaled $21.7 million in the first quarter of 2026, representing growth of 19.5% compared to the first quarter of 2025. On a GAAP basis, total revenue of $22.1 million included $0.1 million of revenue attributable to DIXI Medical.

Beginning this quarter, the Company reports gross margin and operating expenses on a non-GAAP basis, excluding DIXI Medical and stock-based compensation, for each respective line item. This presentation is intended to provide greater transparency into the underlying operating performance of the business, enhance visibility into operating leverage, and improve comparability across periods. Total stock-based compensation by line item, along with reconciliations to the most directly comparable GAAP measures, are included at the end of this press release.

Non-GAAP gross margin for the first quarter of 2026 was 82.5%, compared with 83.6% in the first quarter of 2025 which included a one-time benefit of 120 basis points from an inventory revaluation. The underlying year-over-year improvement, absent one-time items, is primarily due to improved manufacturing efficiency and increasing average selling price resulting from strong pricing conversion. Total GAAP gross margin in the first quarter of 2026 was 81.8%.

Non-GAAP operating expenses in the first quarter of 2026 were $21.5 million, compared with $19.4 million in the first quarter of 2025. GAAP operating expenses in the first quarter of 2026 were $23.6 million.

Non-GAAP sales and marketing expense, excluding DIXI Medical, in the first quarter of 2026 was $11.0 million, compared with $9.6 million in the first quarter of 2025. The year-over-year increase was largely due to personnel-related expenses associated with ongoing scaling of commercial activities, investment in direct-to-consumer marketing and other sales-related expenses.

Non-GAAP research and development expense in the first quarter of 2026 was $6.5 million, compared with $6.6 million in the first quarter of 2025. The year-over-year decrease was primarily driven by lower clinical study expense partially offset by an increase in personnel-related expenses associated with the development of a next-generation platform and AI-enabled tools.

Non-GAAP general and administrative expense in the first quarter of 2026 was $4.0 million compared with $3.3 million in the first quarter of 2025. This increase was primarily due to an increase in personnel-related expenses.

Non-GAAP loss from operations was ($3.3) million in the first quarter of 2026, compared with loss

2025
Q4

Q4 2025 Earnings

8-K BUY

Mar 3, 2026 · 98% conf.

AI Prediction BUY

1D

+18.13%

$16.27

Act: +0.87%

5D

+32.67%

$18.27

Act: +2.82%

20D

+49.51%

$20.59

Price: $13.77 Prob +5D: 99% AUC: 1.000
0001528287-26-000008

npce-202603030001528287false00015282872025-03-042025-03-04

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 3, 2026

NEUROPACE, INC.

(Exact name of registrant as specified in its charter)

Delaware (State or Other Jurisdiction of Incorporation) 001-40337 (Commission File Number) 22-3550230 (IRS Employer Identification No.)

455 N. Bernardo Avenue Mountain View, CA (Address of principal executive offices) 94043 (Zip Code)

(650) 237-2700 Registrant's telephone number, including area code

Not Applicable (Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, $0.001 par value per shareNPCEThe Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition.

On March 3, 2026, NeuroPace, Inc. issued a press release announcing its financial results for the fiscal quarter and full year ended December 31, 2025. A copy of the press release dated March 3, 2026, is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

The foregoing information (including the exhibit hereto) is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.

Item 9.01    Financial Statements and Exhibits.

(d)    Exhibits.

Exhibit No.Description 99.1 Press release dated March 3, 2026 104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

NeuroPace, Inc.

Dated: March 3, 2026By:/s/ Patrick F. Williams Patrick F. Williams Chief Financial Officer

About Neuropace Inc. (NPCE) Earnings

This page provides Neuropace Inc. (NPCE) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on NPCE's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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