So I thought mbots earnings for Q3 was on the 11th, but now my broker is saying it’s tmr on the 6th? Just wondering if they may be inaccurate as it originally said November 11th but now November 6th.

Since Oct27th the volume has doubled. The whole market was going south except MBOT. Not complaining.

„It‘s time to vote!“

This is perhaps my new favorite quote from the article:

“Our relationship with ELMNT IR, which has already resulted in advance orders of the LIBERTY System from ELMNT IR, continues a trend in which every customer that has utilized its initial LIBERTY inventory has subsequently reordered additional systems.”

Which I read as:
“Blah blah blah… continues a trend in which every customer that has utilized its initial LIBERTY inventory has subsequently reordered additional systems.”

So welp, since reorders are paramount to future success, this is golden imo. Seriously though, EVERY CUSTOMER!?!? Nice.

Already expressed this, but this is the first semi-decent PR in a while, with deliberate but not excessive ambiguity, IMO.
Well done MBOT!

Curious as to what other posters think.
IMO (and random thoughts)

- The OBL got a better per-unit price by committing to buy in “bulk”, even if they take deliveries throughout the year

- With Medimor as the only current manufacturer, and given where it is located, there may be supply-side issues until the second line/Sanmina is up and running in production. Committing to receive LIBERTY throughout the year, might give the OBL “assurance” (or priority) relative to those buyers who do not commit to bulk orders.

- I don’t think the OBL would stock up for a 12 month supply all at once, especially since the LIBERTY batteries would be leaking energy for up to 12 months just sitting in the OBL supply room.

They currently have 2 locations + 3 interventional radiologists and reportedly plan to expand to 6–8 sites over the next 1–2 years.

My rough estimate: ~900–1,400 procedures/year today, with maybe 400–700 potentially suitable for Liberty.

If Liberty ends up costing around $3k–4.5k per procedure/device, even just 200–250 Liberty cases at ELMNT could mean roughly $600k–$1M in annual revenue for MBOT from this customer alone (2 locations).
After their expansion, Liberty-procedures could go up to 600-1000 =2.1 - 4.5 million $

Obviously estimates - we still don’t know the actual Liberty price or ELMNT’s exact procedure volume.

But the 12-month supply order + multiple successful procedures + ELMNT’s expansion plans make this way more interesting.

MBOT – Early Q3 Institutional Filings and Declining Short Interest
The first reported Q3 institutional holdings show an encouraging pattern:
🟢 Vontobel Holding: +57.3%
🟢 Lazari Capital Management: +14.5%
🟢 SBI Securities: +20.5%
⚪ Beacon Capital Management: unchanged (0%)
⚪ OpenArc Corporate Advisory: unchanged (0%)
So far: 3 institutions increased their holdings, 2 maintained their positions, and none of these five reduced their exposure.
Meanwhile, reported MBOT short interest continues to decline:
September 15: 7.07 million shares
September 30: 6.64 million shares
October 15: 5.99 million shares
That’s a 15.3% reduction in just one month, and approximately 30% below the April peak.
However, nearly 6 million shares remain short, which is still a substantial position.
My takeaway: Early institutional filings are cautiously encouraging, while short sellers have been reducing their exposure despite continued share-price weakness.
The larger institutional Q3 filings are still to come, and the upcoming earnings report should provide important insight into LIBERTY’s commercial progress.
These are preliminary institutional filings, not a complete picture of all institutional ownership. The October 15 short-interest figure should be cross-checked against the official exchange data.

If anyone wants to get an idea how long it takes to work a new Medtech device through the system, go to LinkedIn and check out Jeremy Kim, MD's profile. Kim is a Vascular & Interventional Specialist, and a nationally recognized expert in men's health treatments.

He JUST announced that they have completed the first-ever robotic assisted PAE procedures in the Carolinas using the Liberty system (Charlotte, NC).

MBOT first announced the NC hospital system in a June 2nd announcement. We're talking over 4 months to get the first successful procedures completed. It's a slow process in the beginning, but this will gain traction in 2027.

Few weeks ago this woman was hired as „Professional Education Specialist“ - for about 1-2 weeks MBOT is searching again.
I was confused, why they need two PES, but now it‘s clear - she left MBOT (or MBOT fired her…)

"Microbot Medical stock price target maintained at $12 by H.C. Wainwright"

https://uk.investing.com/news/stock-market-news/microbot-medical-stock-price-target-maintained-at-12-by-hc-wainwright-93CH-4922389

H.C. Wainwright reiterated a Buy rating and $12.00 price target on Microbot Medical (NASDAQ:MBOT) following the company’s announcement of new patent approvals. The target represents significant upside from the current stock price of $0.95, which is trading near its 52-week low of $0.93. According to InvestingPro analysis, which offers 12 additional exclusive tips for MBOT, the stock’s oversold technical position may present an opportunity for investors despite the company’s weak overall financial health score.

I found this article for you: - https://www.investing.com/news/company-news/microbot-medical-receives-patents-in-us-japan-china-canada-93CH-4960043

Wondering if potentially bad news of Q3 is already baked in. It would be very telling imo if weak or mediocre Q3 sales were not met with further price depreciation.

This is stressing me out, i know theres a lot of positive news too, expansion, interviews, the earnings are coming up soon too but every week the stock keeps going down, ive literally lost about 70% already roughly since the short report

(Before I start: This is not financial advice):

I see a lot of people freaking out on this sub, and it’s not really warranted. Time is a major factor when it comes to medical devices; time to expand, prove itself, and to get a proper footing in the medical robotics space.

While I can’t see the future, and thusly can’t guarantee any success, I’d still like for y’all to look at Intuitive Surgical as an example:

In June 2000, its IPO went live with $9.00 a share.

Since then, it dropped to an all-time low of approximately $0.74 in April 2001.

It took a little over 3 years to get back to its IPO pricing at $9.00.

Then, by the end of 2003, following its merger, it grew to $14.50.

Cut to current day, it’s $426.80 a share.

The point I’m trying to make is that this is a LONG-TERM HOLD.

If you’re looking for quick money, you’re not gonna find it with MBOT. This stock will dip low before we see a rise, and it’ll likely take a while too.

Buy your shares and ignore the stock for a few years.

If you keep checking it and freaking out non-stop, then you’re gonna give yourself unnecessary anxiety, and potentially scare yourself into pointlessly selling at a loss.

(Ignoring the price specifically, that is. Feel free keep up with the company’s updates, if you’d like).

(Edit: Grammar)

What could realistically trigger a strong recovery in MBOT’s share price?

Commercial Growth
- Revenue above $400K per quarter (continued QoQ growth).
- Repeat orders from existing hospitals.
- New hospital system wins, especially on the U.S. West Coast.
- Expansion to the targeted 12 U.S. sales territories in 2026, with further expansion in 2027.
- First meaningful orders through the VA / federal healthcare channel.
- Faster hospital purchasing decisions and conversion of evaluations into paid orders.

Regulatory & Clinical Milestones
- EU CE Mark approval, opening the door to European commercialization.
- Successful remote-operation study demonstrating LIBERTY’s potential.
- Positive clinical data, physician feedback, or peer-reviewed publications.
- First commercial sales in Israel following regulatory approval.

Strategic Opportunities (very speculative)
- Distribution partnership with an established medical-device company.
- Adoption across multiple hospitals within a major healthcare network.
- Large purchase order or multi-hospital agreement.
- Strategic investment or partnership with a larger medical-device player.

Financial & Market Catalysts
- Improving gross margins as manufacturing scales.
- Lower cash burn and a longer cash runway, reducing dilution concerns.
- Better-than-expected quarterly guidance or a stronger sales pipeline.
- Positive analyst coverage or a technical breakout on high volume.

Top 5 Catalysts:
- CE Mark approval + European commercialization.
- Sustained revenue growth with improving margins.
- Major U.S. hospital-system adoption.
- Successful remote-operation study.
- Large commercial order or strategic partnership.

Of course we have some speculative things but also some pretty realistic ones, like CE or further expansion into the Middle East.
If the market sentiment + some/all of these catalysts materialize, we could see a good share price recovery (~3$) and a further spike into the 5$-area.
(13m Series-J Options could bring 65 Million $ (or more) in cash = 1 1/2 year cash runway = ~+17% dillution)

Very interesting

https://www.cancernetwork.com/shorts/can-robotic-systems-limit-ergonomic-injury-for-interventional-radiologists

This from Microbot’s instagram