
ClearPoint Neuro reported weak second-quarter results, especially in drug delivery disposables, and delays in preclinical service ramp-up have lowered 2026 expectations. However, recent regulatory clarity from the FDA increases the likelihood of a revenue boost in 2027/2028 as the AMT-130 treatment is commercialized. Investors should be patient due to growing dilution risks, but the stock is expected to perform well over the next 12 to 18 months.