• On 12 December 2025, UBS analyst Danielle Antalffy initiated coverage of PROCEPT BioRobotics with a bullish view, highlighting expectations for expanding revenue, improving gross margins, and cost efficiencies that could support profitability by 2027.
• This upbeat initiation adds to already optimistic analyst sentiment around PROCEPT’s urology-focused surgical robotics platform, with no Sell ratings and most covering analysts expecting meaningful growth in its Aquablation-based procedures.
• We’ll now examine how UBS’s expectation of potential profitability by 2027 interacts with PROCEPT BioRobotics’ existing investment narrative and risks.

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PROCEPT BioRobotics Investment Narrative Recap

To own PROCEPT BioRobotics, you need to believe Aquablation can keep gaining share and move toward eventual profitability despite current losses and a high valuation. UBS’s call that profitability could be achievable by 2027 reinforces revenue and margin optimism, but does not materially change the near term catalyst of accelerating procedure adoption or the key risk that operating losses remain significant if growth slows or costs stay elevated.

The most relevant recent update is PROCEPT’s November guidance, which reaffirmed about US$325.5 million in 2025 revenue and introduced 2026 guidance of US$410 million to US$430 million. That outlook underpins the bullish stance behind UBS’s initiation, since it links ongoing system placements and Aquablation procedure growth to improving scale, while keeping the spotlight on whether the company can narrow its roughly US$65.7 million nine month 2025 net loss fast enough to support the profitability timeline.

But against this optimism, investors should also be aware of the risk that continued operating losses and high R&D spend could...

PROCEPT BioRobotics' narrative projects $563.8 million revenue and $70.4 million earnings by 2028.

Uncover how PROCEPT BioRobotics' forecasts yield a $49.90 fair value, a 52% upside to its current price.

Exploring Other Perspectives

Eight Simply Wall St Community members currently see PROCEPT’s fair value between US$27.49 and US$85, highlighting very different expectations. You can compare those views with the central risk that persistent losses and heavy investment may delay any path to profitability and shape how the market values the stock over time.

Explore 8 other fair value estimates on PROCEPT BioRobotics - why the stock might be worth over 2x more than the current price!

Build Your Own PROCEPT BioRobotics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your PROCEPT BioRobotics research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free PROCEPT BioRobotics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate PROCEPT BioRobotics' overall financial health at a glance.

No Opportunity In PROCEPT BioRobotics?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.