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Stock impact report

NeuroPace raises 2025 revenue and gross margin guidance amid record RNS growth and DIXI wind-down [Seeking Alpha]

Neuropace, Inc. (NPCE) 
Company Research Source: Seeking Alpha
CEO Joel Becker stated the third quarter delivered record results for NeuroPace, with total revenue reaching $27.4 million, representing 30% year-over-year growth. Becker indicated, "RNS initial implants drove RNS revenue of $22.6 million and 31% year-over-year growth." He cited broad-based Quick Insights Management expects DIXI revenue to largely disappear after 2025, with core RNS business projected to continue growing at 20%+ annually, supporting raised full-year revenue and margin guidance. NAUTILUS PMA submission is planned before year-end, while pediatric indication timing is delayed beyond 2025; management stresses they are following a real-world evidence approach for pediatrics and see no major new data generation needed. Margins are benefiting from strong RNS sales and the phase-out of lower-margin DIXI sales; sustainability depends on maintaining RNS growth and indication expansion, with 80%+ gross margin expected as DIXI contribution declines. More Trending News Show less Read more
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