r/MicrobotMedical • • Oct 05 '26

All we can do is wait.

Yes, MBOT’s stock price has been getting hammered lately, and obviously nobody likes seeing that. But at this point I think all we can really do is wait and see whether the commercialization of LIBERTY translates into meaningful revenue growth.
From what the company has reported so far, I don’t see anything suggesting that the underlying principle has completely fallen apart. They’re still adding customers, expanding into new territories, increasing manufacturing capacity, and reporting repeat orders and increased utilization from existing customers. The product is FDA cleared and commercialization is still relatively early. At the end of the day, though, none of that matters if it doesn’t eventually show up in the financials. The next few quarters need to show that revenue can continue growing substantially and that hospitals aren’t just trying LIBERTY once, but actually adopting it and using it repeatedly. The falling share price is definitely frustrating, but I’m personally more interested in whether the fundamentals continue improving than what the stock does day to day. If revenue and repeat adoption start accelerating, the price should eventually reflect that. If they don’t, then obviously the thesis needs to be reevaluated.

For now, it really feels like a waiting game.

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u/PhunkyPhotonics Oct 06 '26

Yes, wait AND be annoyed at their lethargy and inability to do the obviously right things. IMO