Event-Driven Stocks

Alphatec Holdings, Inc.

ATECNasdaq

Healthcare · Surgical & Medical Instruments & Apparatus · DE · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs3 good2 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$764.2M$611.6M$482.3M$350.9M$243.2M$144.9M
Operating income−$82.1M−$136.2M−$173.4M−$147.0M−$128.1M−$58.9M
Net income−$143.4M−$162.1M−$186.6M−$151.3M−$144.3M−$79.0M
Total assets$791.2M$775.7M$805.2M$521.0M$572.1M$261.2M
Total liabilities
Equity$12.4M−$14.2M$78.1M−$34.7M$79.4M$129.9M
EPS (diluted)$-0.96$-1.13$-1.54$-1.46$-1.49$-1.18
Shares out.144.1M138.0M111.1M99.8M95.1M63.0M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
−10.7%
Net margin
−18.8%
Return on equity
−1153.7%
Return on assets
−18.1%
Return on capital (ROCE)
−14.4%
Liabilities / assets
Debt / equity
Book value / share
$0.09
Revenue growth (YoY)
25.0%
Net income growth (YoY)

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
23.8%clean
Piotroski F-Score
5/8mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
80
/ 100
Profitability 0Growth 100Catalyst 100Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

1 severe2 warning3 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
5 acquisitions7 disposals1 open-market buy(s)net 228,437 shares · last 12
InsiderDateTypeSharesPrice
Valentine KeithDirectorMay 7, 2026Buy56,153$7.49
Marshall Tyson EliotOfficer — GENERAL COUNSEL &amp; CORP. SEC.Apr 7, 2026Option exercise15,000$1.98
Koning John ToddOfficer — CHIEF FINANCIAL OFFICERMar 13, 2026Sell79,789$12.36
Lish ScottOfficer — CHIEF OPERATING OFFICERMar 13, 2026Sell260,535$12.30
Sponsel DavidOfficer — EVP, SALESMar 11, 2026Sell163,452$12.52
Hunsaker Craig EOfficer — EVP, PEOPLE &amp; CULTUREMar 6, 2026Sell33,602$12.22
Koning John ToddOfficer — CHIEF FINANCIAL OFFICERMar 5, 2026Tax withholding68,910$12.57
Miles PatrickOfficer — CEOMar 5, 2026Tax withholding219,749$12.57
Marshall Tyson EliotOfficer — GENERAL COUNSEL &amp; CORP. SEC.Mar 5, 2026Sell88,835$12.49
Marshall Tyson EliotOfficer — GENERAL COUNSEL &amp; CORP. SEC.Feb 25, 2026Grant205,094$0.00
Sponsel DavidOfficer — EVP, SALESFeb 25, 2026Grant205,094$0.00
Koning John ToddOfficer — CHIEF FINANCIAL OFFICERFeb 25, 2026Grant205,094$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202614.2M2.2+18.9%
Apr 30, 202611.9M4.1-15.2%
Apr 15, 202614.0M6.5-6.0%
Mar 31, 202614.9M7.0-2.4%
Mar 13, 202615.3M6.0+11.5%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗
  • SDMay 28, 2026
  • 4May 11, 2026
  • 10-QMay 5, 2026
  • 8-KMay 5, 2026
  • ARSApr 29, 2026
  • DEFA14AApr 29, 2026
  • DEF 14AApr 29, 2026
  • 4Apr 9, 2026
  • 4Mar 17, 2026
  • 4Mar 17, 2026
  • 4Mar 13, 2026
  • 144Mar 13, 2026
  • 144Mar 13, 2026
  • 144Mar 11, 2026
  • 4Mar 10, 2026

Event-driven situations (3)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.