SIBN · SI-BONE, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on SIBN. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About SIBN · SI-BONE, Inc.
SI-BONE, Inc., a medical device company, develops procedural solutions for compromised bone, grounded in expertise in biomechanical design and anatomy-specific applications in the United States and internationally. It offers a series of patented titanium implants and the instruments used to implant them, as well as implantable bone products. The company also provides IFUSE, a triangular titanium implant with a triangular cross-section and porous surface that stabilizes the joint and facilitates the biological fixation of the bone onto the implant to drive fusion; IFUSE 3D, a triangular titanium implant with a porous surface and fenestrated design to self-harvest bone; IFUSE BONE, which supports and augments the patient's own bone tissue in orthopedic procedures; IFUSE TORQ, an additively-manufactured threaded implant designed to allow for osteointegration, or incorporation of the bone into the implant's porous surface and structure; IFUSE BEDROCK GRANITE, an implant with a machined titanium core and a tulip that attaches to the rod and provides fusion and fixation to the sacroiliac joint as a foundational element for segmental spinal fusion; and IFUSE TORQ TNT, a porous threaded design with lengths capable of spanning the posterior pelvis, passing through the ipsilateral ilium, sacrum, and through the contralateral ilium. The company markets its products primarily with a direct sales force, as well as through third-party sales agents and resellers. SI-BONE, Inc. was incorporated in 2008 and is headquartered in Santa Clara, California.
Live Quote
HOLD (score +4) · 12-1 mom -16.9% · RSI 63.9 · above_both · -25.5% from high
Targets blend Wall Street consensus (8 analysts: low $18.00 / mean $24.13 / high $32.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
SI-BONE is a medical device company with 11% revenue growth, ~80% gross margins, and a strong Q1 beat that drove the stock from $12 to ~$15. However, the investigation trigger was misleading — the three most recent Form 4 filings on June 8 were director RSU vestings at $0 (not open-market purchases), and every insider transaction across the prior 90 days is either a sell-to-cover for tax withholding or an RSU settlement, with zero open-market purchases by any officer. The options flow is modestly bearish (net put bias). While the analyst consensus target of ~$24 implies upside, SIBN is deeply unprofitable (forward P/E negative), faces iFuse patent expiry in August 2028, and notably operates under an active DOJ civil investigation into Anti-Kickback Statute compliance. No material mispricing edge was identified — no read-through from filings that the market missed.