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Xtant Medical Holdings Inc (XTNT)
XASE:XTNT
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Xtant Medical Holdings (XTNT) AI Stock Analysis

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XTNT

Xtant Medical Holdings

(NYSE MKT:XTNT)

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Neutral 44 (OpenAI - Gpt-5.6Sol)
Rating:44Neutral
Price Target:
$0.32
▼(-25.35% Downside)
Action:Reiterated
Date:08/18/26
XTNT scores low primarily due to volatile financial performance—returning to losses and slightly negative TTM free cash flow—alongside weak technicals with the stock trading below key moving averages and negative momentum signals. The earnings call adds caution due to lowered revenue guidance, margin compression, and tighter liquidity, partially offset by execution progress from the expanded sales force and HEMOBLAST/Dilon integration. Valuation is constrained by a negative P/E and no dividend yield data.
Positive Factors
Solid Gross Margin Profile
Historically solid and fairly consistent gross margins indicate favorable product economics in spine implants and biologics. This provides a foundation for operating leverage if sales recover, although recent quarterly margin pressure shows execution remains important.
Negative Factors
Sustained Revenue Contraction
The recent revenue decline indicates that asset divestitures, license cessation and biologics weakness are outweighing commercial expansion. Persistently lower volume would limit operating leverage and make it harder for the enlarged sales organization to restore durable growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Solid Gross Margin Profile
Historically solid and fairly consistent gross margins indicate favorable product economics in spine implants and biologics. This provides a foundation for operating leverage if sales recover, although recent quarterly margin pressure shows execution remains important.
Read all positive factors

Xtant Medical Holdings (XTNT) vs. SPDR S&P 500 ETF (SPY)

Xtant Medical Holdings Business Overview & Revenue Model

Company Description
Xtant Medical Holdings, Inc., a company based in Belgrade, Montana, specializes in the development, production, and distribution of advanced regenerative medicine products and medical devices. The firm primarily serves orthopedic and neurological ...
How the Company Makes Money
Xtant Medical primarily makes money by selling spine surgery products to healthcare providers and surgical facilities. Its core revenue stream comes from the sale of spinal implant systems and instruments (e.g., fixation and fusion-related implant...

Xtant Medical Holdings Earnings Call Summary

Earnings Call Date:Aug 11, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 06, 2026
Earnings Call Sentiment Negative
The call presents meaningful strategic and commercial progress — notably the Dilon distribution agreement, integration of 17 new sales reps, product launches (Trivium Shaped) and expanded TAM — which position Xtant for future growth. However, the quarter showed significant near-term financial deterioration: sharp year-over-year revenue decline, gross margin compression, a swing to a net loss and negative adjusted EBITDA, reduced cash balances and a modestly reduced full-year revenue guide. Many negative results are tied to one-time transitions (asset sales, license cessation, Dilon integration) and strategic investments, but the immediate financial metrics are weak while visibility into near-term cash/earnings recovery remains uncertain.
Positive Updates
Strategic Dilon Distribution Agreement and Sales Team Integration
Acquired exclusive U.S. distribution rights to Dilon's HEMOBLAST Bellows and hired Dilon's U.S. team of 17 salespeople and 2 regional managers integrated into Xtant's commercial organization; this expands sales coverage and materials-management relationships and is positioned to drive cross-selling of Xtant's biologics portfolio.
Negative Updates
Significant Revenue Decline
Total revenue of $23.0M in Q2 2026 versus $35.4M in Q2 2025 (a decline of ~35%) and versus a pro forma Q2 2025 of $24.8M (a decline of ~7.3%); management cited asset sales to Companion Spine and cessation of certain license reimbursements as drivers.
Read all updates
Q2-2026 Updates
Negative
Strategic Dilon Distribution Agreement and Sales Team Integration
Acquired exclusive U.S. distribution rights to Dilon's HEMOBLAST Bellows and hired Dilon's U.S. team of 17 salespeople and 2 regional managers integrated into Xtant's commercial organization; this expands sales coverage and materials-management relationships and is positioned to drive cross-selling of Xtant's biologics portfolio.
Read all positive updates
Company Guidance
Xtant modestly lowered full‑year 2026 revenue guidance to $99 million–$103 million (from $101 million–$105 million previously), citing lower‑than‑expected biologics revenue in Q2 and persistent headwinds in its amnio line through the back half of the year; Q2 revenue was $23.0 million (vs. $35.4M GAAP / $24.8M pro forma in Q2 2025), gross margin was 57.9% (vs. 68.6% LY) and adjusted EBITDA was a loss of $2.7 million (vs. +$6.9M LY). Management stressed it still expects accelerating sequential biologics growth in H2 as the newly integrated Dilon team (17 reps + 2 regional managers) and an expanded field organization (now >25 reps and multiple national accounts) are fully deployed; HEMOBLAST contributed ~$1.5 million in Q2 (primarily recognized net—approximately $600k–$700k of additional revenue would have been recognized if shipped under Xtant POs), and the company continues to model HEMOBLAST transactional volume at over $1 million per month on a gross basis once transitions complete.

Xtant Medical Holdings Financial Statement Overview

Summary
Fundamentals are mixed: solid and fairly consistent gross margins but volatile results, with revenue down ~10% in TTM and a swing back to operating/net losses after a profitable 2025. Balance sheet leverage has improved and looks manageable, but cash generation is weak—TTM free cash flow turned slightly negative after strong 2025 cash flow.
Income Statement
48
Neutral
Balance Sheet
63
Positive
Cash Flow
35
Negative
BreakdownTTMMar 2026Dec 2024Mar 2024Dec 2022Dec 2021
Income Statement
Total Revenue109.53M133.93M117.27M91.30M57.97M55.26M
Gross Profit65.05M84.27M68.22M55.47M32.14M32.49M
EBITDA-2.45M15.89M-7.88M5.08M-5.43M-2.51M
Net Income-11.14M4.97M-16.45M660.00K-8.48M-4.85M
Balance Sheet
Total Assets79.67M94.14M93.84M92.61M60.23M54.69M
Cash, Cash Equivalents and Short-Term Investments9.87M17.05M6.20M5.71M20.30M18.24M
Total Debt26.01M28.72M35.14M23.56M17.07M16.84M
Total Liabilities39.65M43.19M50.87M41.26M26.06M23.81M
Stockholders Equity40.02M50.95M42.96M51.35M34.17M30.88M
Cash Flow
Free Cash Flow-696.00K10.16M-16.01M-10.97M-7.11M-1.68M
Operating Cash Flow570.00K12.55M-11.90M-9.52M-5.34M439.00K
Investing Cash Flow14.39M7.90M-3.73M-24.78M-1.56M-1.89M
Financing Cash Flow-12.03M-9.57M16.07M19.69M9.02M17.50M

Xtant Medical Holdings Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.43
Price Trends
50DMA
0.42
Negative
100DMA
0.46
Negative
200DMA
0.56
Negative
Market Momentum
MACD
-0.03
Positive
RSI
32.05
Neutral
STOCH
32.75
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For XTNT, the sentiment is Negative. The current price of 0.43 is above the 20-day moving average (MA) of 0.39, above the 50-day MA of 0.42, and below the 200-day MA of 0.56, indicating a bearish trend. The MACD of -0.03 indicates Positive momentum. The RSI at 32.05 is Neutral, neither overbought nor oversold. The STOCH value of 32.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for XTNT.

Xtant Medical Holdings Risk Analysis

Xtant Medical Holdings disclosed 55 risk factors in its most recent earnings report. Xtant Medical Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Xtant Medical Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$19.21B23.966.36%1.05%8.62%0.09%
72
Outperform
$130.41B33.6816.36%1.05%8.48%27.36%
71
Outperform
$1.23B17.8428.39%3.14%
57
Neutral
$426.88M-6.52-14.05%2.99%51.77%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
49
Neutral
$1.34B-179.93-0.69%1.60%98.56%
44
Neutral
$46.31M-4.05-23.45%-14.27%-132.84%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XTNT
Xtant Medical Holdings
0.33
-0.30
-47.06%
IART
Integra Lifesciences
16.59
2.91
21.27%
OFIX
Orthofix Medical
10.01
-4.54
-31.20%
SYK
Stryker
327.70
-53.25
-13.98%
ZBH
Zimmer Biomet Holdings
98.97
-4.36
-4.22%
BVS
Bioventus
14.33
7.25
102.40%

Xtant Medical Holdings Corporate Events

Executive/Board ChangesShareholder Meetings
Xtant Medical Stockholders Approve Governance and Leadership Items
Positive
Aug 7, 2026
On August 7, 2026, Xtant Medical Holdings, Inc. held its Annual Meeting of Stockholders, with a quorum of 74.47% of outstanding common shares present or represented by proxy. Six board nominees were elected to serve until the next annual meeting, ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 18, 2026