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Alphatec Holdings, Inc. (ATEC) Stock Fundamental Analysis & AI Rating 2026

ATEC Nasdaq Surgical & Medical Instruments & Apparatus DE CIK: 0001350653
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
80% Confidence
STRONG AGREEMENT
SELL
78% Conf
SELL
82% Conf

📊 ATEC Key Takeaways

Revenue: $192.1M
Net Margin: -17.6%
Free Cash Flow: $-10.8M
Current Ratio: 1.90x
Debt/Equity: N/A
EPS: $-0.22
AI Rating: SELL with 78% confidence
Alphatec Holdings, Inc. (ATEC) receives a SELL rating with 80% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $192.1M, net profit margin of -17.6%, Alphatec Holdings, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete ATEC stock analysis for 2026.

Is Alphatec Holdings, Inc. (ATEC) a Good Investment?

Claude

Alphatec demonstrates compelling revenue growth (+25% YoY) and strong gross margins (71%) indicating product-market fit in the medical device sector, but is technically insolvent with negative stockholders equity (-$5.3M) and cannot service its $573.4M debt burden from operations. Negative operating margins (-11.8%), inability to cover interest expenses (-1.9x coverage), and negative free cash flow (-$10.8M) signal the business model has not yet achieved sustainable profitability despite scale.

ChatGPT

Alphatec is delivering strong top-line growth and maintains an attractive gross margin profile, which suggests solid product demand and pricing power. However, the business remains meaningfully unprofitable at the operating and net income levels, while extremely thin equity, heavy long-term debt, and negative interest coverage create a fragile financial structure. Positive operating cash flow is encouraging, but free cash flow remains minimal relative to the balance-sheet risk.

Why Buy Alphatec Holdings, Inc. Stock? ATEC Key Strengths

Claude
  • + Strong revenue growth of +25% YoY demonstrates robust market demand and execution
  • + Exceptional gross margins of 71% indicate strong pricing power and operational efficiency in manufacturing
  • + Cash position of $139.9M provides 2-3 year operational runway at current burn rates
ChatGPT
  • + Revenue growth of 25.0% YoY indicates strong commercial momentum
  • + Gross margin of 69.6% suggests favorable product mix and pricing power
  • + Positive operating cash flow and slightly positive free cash flow show improving cash conversion

ATEC Stock Risks: Alphatec Holdings, Inc. Investment Risks

Claude
  • ! Negative stockholders equity of -$5.3M represents technical insolvency and indicates liabilities exceed assets
  • ! High debt load of $573.4M with negative interest coverage ratio (-1.9x) creates acute refinancing and default risk
  • ! Negative free cash flow of -$10.8M despite positive operating cash flow signals capital intensity outpaces operational cash generation
  • ! Operating losses of -$22.6M and net margin of -17.6% indicate scale is not yet driving profitability
ChatGPT
  • ! Operating margin of -10.7% and net margin of -18.8% show the business has not reached sustainable profitability
  • ! Debt/equity of 45.54x and stockholders' equity of only $12.43M indicate very high leverage and limited balance-sheet cushion
  • ! Interest coverage of -1.8x implies earnings do not currently support debt servicing

Key Metrics to Watch

Claude
  • * Operating margin trend - must achieve positive margins to justify debt load and equity raise needs
  • * Free cash flow inflection point - path to positive FCF demonstrates long-term viability
  • * Debt refinancing activity and covenant status - critical for near-term solvency
  • * Timeline and trajectory to GAAP profitability - quarterly improvement rate essential for investor confidence
ChatGPT
  • * Operating margin progression toward sustained positive EBIT
  • * Free cash flow expansion relative to debt obligations

Alphatec Holdings, Inc. (ATEC) Financial Metrics & Key Ratios

Revenue
$192.1M
Net Income
$-33.9M
EPS (Diluted)
$-0.22
Free Cash Flow
$-10.8M
Total Assets
$799.5M
Cash Position
$139.9M

💡 AI Analyst Insight

Alphatec Holdings, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

ATEC Profit Margin, ROE & Profitability Analysis

Gross Margin 71.0%
Operating Margin -11.8%
Net Margin -17.6%
ROE N/A
ROA -4.2%
FCF Margin -5.6%

ATEC vs Healthcare Sector: How Alphatec Holdings, Inc. Compares

How Alphatec Holdings, Inc. compares to Healthcare sector averages

Net Margin
ATEC -17.6%
vs
Sector Avg 12.0%
ATEC Sector
ROE
ATEC 0.0%
vs
Sector Avg 15.0%
ATEC Sector
Current Ratio
ATEC 1.9x
vs
Sector Avg 2.0x
ATEC Sector
Debt/Equity
ATEC 0.0x
vs
Sector Avg 0.6x
ATEC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Alphatec Holdings, Inc. Stock Overvalued? ATEC Valuation Analysis 2026

Based on fundamental analysis, Alphatec Holdings, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
-17.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Alphatec Holdings, Inc. Balance Sheet: ATEC Debt, Cash & Liquidity

Current Ratio
1.90x
Quick Ratio
1.12x
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
-1.93x
Long-term Debt
$573.4M

ATEC Revenue & Earnings Growth: 5-Year Financial Trend

ATEC 5-year financial data: Year 2021: Revenue $243.2M, Net Income -$79.0M, EPS N/A. Year 2022: Revenue $350.9M, Net Income -$79.0M, EPS $-1.18. Year 2023: Revenue $482.3M, Net Income -$143.0M, EPS $-1.49. Year 2024: Revenue $611.6M, Net Income -$151.3M, EPS $-1.46. Year 2025: Revenue $764.2M, Net Income -$186.6M, EPS $-1.54.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Alphatec Holdings, Inc.'s revenue has grown significantly by 214% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.54 indicates the company is currently unprofitable.

ATEC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-5.6%
Free cash flow / Revenue

ATEC Quarterly Earnings & Performance

Quarterly financial performance data for Alphatec Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $169.2M -$33.9M $-0.22
Q3 2025 $150.7M -$28.6M $-0.19
Q2 2025 $145.6M -$40.7M $-0.27
Q1 2025 $138.5M -$48.5M $-0.34
Q3 2024 $118.3M -$39.6M $-0.28
Q2 2024 $116.9M -$40.7M $-0.29
Q1 2024 $109.1M -$43.5M $-0.34
Q3 2023 $89.8M -$36.8M $-0.35

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Alphatec Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.3M
Cash generated from operations
Stock Buybacks
$25.0M
Shares repurchased (TTM)
Capital Expenditures
$12.1M
Investment in assets
Dividends
None
No dividend program

ATEC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Alphatec Holdings, Inc. (CIK: 0001350653)

📋 Recent SEC Filings

Date Form Document Action
May 11, 2026 4 xslF345X06/form4-05112026_070501.xml View →
May 5, 2026 10-Q atec-20260331.htm View →
May 5, 2026 8-K atec-20260501.htm View →
Apr 29, 2026 DEF 14A atec-20260429.htm View →
Apr 9, 2026 4 xslF345X06/form4-04092026_090435.xml View →

Frequently Asked Questions about ATEC

What is the AI rating for ATEC?

Alphatec Holdings, Inc. (ATEC) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 80% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ATEC's key strengths?

Claude: Strong revenue growth of +25% YoY demonstrates robust market demand and execution. Exceptional gross margins of 71% indicate strong pricing power and operational efficiency in manufacturing. ChatGPT: Revenue growth of 25.0% YoY indicates strong commercial momentum. Gross margin of 69.6% suggests favorable product mix and pricing power.

What are the risks of investing in ATEC?

Claude: Negative stockholders equity of -$5.3M represents technical insolvency and indicates liabilities exceed assets. High debt load of $573.4M with negative interest coverage ratio (-1.9x) creates acute refinancing and default risk. ChatGPT: Operating margin of -10.7% and net margin of -18.8% show the business has not reached sustainable profitability. Debt/equity of 45.54x and stockholders' equity of only $12.43M indicate very high leverage and limited balance-sheet cushion.

What is ATEC's revenue and growth?

Alphatec Holdings, Inc. reported revenue of $192.1M.

Does ATEC pay dividends?

Alphatec Holdings, Inc. does not currently pay dividends.

Where can I find ATEC SEC filings?

Official SEC filings for Alphatec Holdings, Inc. (CIK: 0001350653) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ATEC's EPS?

Alphatec Holdings, Inc. has a diluted EPS of $-0.22.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ATEC a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Alphatec Holdings, Inc. has a SELL rating with 80% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ATEC stock overvalued or undervalued?

Valuation metrics for ATEC: ROE of N/A (sector avg: 15%), net margin of -17.6% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy ATEC stock in 2026?

Our dual AI analysis gives Alphatec Holdings, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ATEC's free cash flow?

Alphatec Holdings, Inc.'s operating cash flow is $1.3M, with capital expenditures of $12.1M. FCF margin is -5.6%.

How does ATEC compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -17.6% (avg: 12%), ROE N/A (avg: 15%), current ratio 1.90 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI