Stocks/DRTS

DRTS

Alpha Tau Medical Ltd.
Healthcare·Biotechnology
$10.83
$953M market cap
Revenue
$0.0M
Free Cash Flow
$-32.8M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Alpha Tau Medical Ltd., a clinical-stage oncology therapeutics company, engages in research, development, and commercialization of diffusing alpha-emitters radiation therapy (Alpha DaRT) for the treatment of solid cancer In Israel and the United States. Its Alpha-DaRT technology used in clinical trials for skin, oral, pancreatic, and breast cancers; and preclinical studies for hepatic cell carcinoma, glioblastoma multiforme, lung cancer, and others. The company was incorporated in 2015 and is he

2-Year Price History

$10.04+311.5%
$4.0$6.0$8.0$10volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2025-Q40.0-12.5-12.6-12.1-26.7-32.8-6.176.913.785.7-129.6%----

Valuation & Metrics

Market Stats

Price$10.83
Market Cap$953M
Enterprise Value$890M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-3.4%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$0.0M
Net Income$-12.1M
Free Cash Flow$-32.8M

Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-129.6%
WC Change % Rev0.0%
Interest Coverage--

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares1.0M
Days to Cover3.0
Change (vs Prior)+11.9%
Need at least 2 settlement dates for chart

Employees

Headcount125
Revenue / Employee$0
Gross Profit / Employee$0

Cash Runway

28.2months
WATCH

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
2.9%(+2.6% YoY)
47 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.1%(+0.0% YoY)
3 filers
Vanguard, iShares, SPDR
Market makers
0.1%(+0.1% YoY)
3 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
HighTower Advisors, LLC$6.2M$3.93+$1.3M+$4.6M-0.2%$93.93B
Aquamarine Financial (Cayman) Ltd$5.1M$7.07+$5.1M+$5.1M+18.9%$1.37B
Apella Capital, LLC$3.1M$4.95+$0+$3.1M-0.0%$6.61B
ARK Investment Management LLC$2.1M$7.07+$2.1M+$2.1M-1.7%$12.86B
UBS Group AG$2.0M$6.56+$1.9M+$1.8M-0.3%$562.11B
Kovitz Investment Group Partners, LLC$1.0M$2.57−$76K−$560K-0.4%$4.31B
Daytona Street Capital LLC$1.0M$4.95−$36K+$1.0M-1.7%$124M
Mariner, LLC$1.0M$4.42+$150K+$751K-0.1%$85.47B
Gem Investment Advisors, LLC$804K$4.95−$227K+$804K+5.3%$102M
LEVIN CAPITAL STRATEGIES, L.P.$752K$3.22−$536K−$821K+0.4%$1.31B
JANE STREET GROUP, LLCMM$534K$7.07+$534K+$534K-0.1%$92.10B
GEODE CAPITAL MANAGEMENT, LLCPassive$378K$6.65+$110K+$110K+2.3%$1.61T
WELLS FARGO & COMPANY/MN$349K$6.04+$182K+$349K-0.2%$497.71B
Private Advisor Group, LLC$336K$3.01+$0+$0-0.1%$21.04B
MILLENNIUM MANAGEMENT LLC$328K$4.80−$434K+$328K-0.5%$127.40B
BANK OF AMERICA CORP /DE/$293K$4.69−$19K+$287K-0.1%$1.36T
SATOVSKY ASSET MANAGEMENT LLC$288K$2.97−$91K−$91K-0.1%$566M
RENAISSANCE TECHNOLOGIES LLC$286K$4.26−$152K+$286K+1.2%$63.91B
CITADEL ADVISORS LLC$250K$2.59−$178K−$173K-0.4%$138.22B
NORTHERN TRUST CORPPassive$236K$3.05−$3K−$83K-0.2%$755.34B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
+3.37%
avg per quarter
Holders (ex-self)
+3.34%
excl. this stock
Buyers (this Q)
+6.70%
24 buyers · $0.01B in
Sellers (this Q)
+0.18%
18 sellers · $-0.00B out
alpha coverage: 100% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-11.5%
how holders react when this stock falls
On quiet Qs
+5.5%
−10% to +10% baseline
On rallies (+10%+)
-11.7%
how they react when this stock rises
Holders' portfolio flow this Q
+8.0%
inflows — adds are organic
Sellers' portfolio flow this Q
+2.4%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-0.0%
Holder mid (any stock)
+1.2%
Holder rally (any stock)
-3.5%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

0713K1.4M2.1M2.9M$2.38$4.04$5.70$7.35$9.012022-032022-122023-092024-062025-032025-122026-03
hover the chart for per-quarter detailprice (right axis)
HighTower Advisors, LLC875KAquamarine Financial (Cayman) Ltd722KFMR LLCApella Capital, LLC382KARK Investment Management LLC292KUBS Group AG287KCITIGROUP INC500Corbin Capital Partners, L.P.Kovitz Investment Group Partners, LLC147KDaytona Street Capital LLC146K

Analyst Coverage

Analyst Coverage
Price Targets
Last Quarter (3 analysts)$11.67780.0%
Last Year (4 analysts)$11.00160.0%
Current Price$10.83
Analyst Ratings
4
1
Buy: 4Hold: 1Consensus: Buy

Corporate

Order Flow (FINRA, ~3w lag)

29.0%retail-3.2pp
12.6%dark+2.3pp
week of 2026-04-13
0%20%40%60%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Alpha Tau Medical: Massive Dilution and Related-Party Equity Transfers Mask High Cash Burn

Overall Risk
7/10
Fraud
3/10
Dilution
9/10
Insolvency
4/10
Earnings Overstated
2/10
Hidden Liabilities
5/10
Legal
4/10
Audit Warnings
2/10
Hidden Upside
6/10
Contextually Acceptable
5/10