Stock Markets January 27, 2026

Outset Medical Shares Rise After FDA Clears Upgraded Tablo Dialysis System

Next-generation Tablo gains clearance for enhanced cybersecurity, hardware and software updates; shipments slated for Q2 2026 with upgrade path for existing users

By Priya Menon OM
Outset Medical Shares Rise After FDA Clears Upgraded Tablo Dialysis System
OM

Outset Medical Inc (NASDAQ:OM) saw its stock jump 9% in premarket trading Tuesday after the company announced that the U.S. Food and Drug Administration cleared its next-generation Tablo hemodialysis platform. The updated system is the first dialysis unit cleared to meet the FDA's most stringent cybersecurity guidance published in June 2025 and includes hardware, software and cloud protections, operating system modernization, and exterior durability improvements. Outset plans to begin shipping the platform to customers in the second quarter of 2026, and current users will be eligible for upgrades to the new cybersecurity features.

Key Points

  • Outset Medical's shares rose 9% in premarket trading following FDA clearance of the next-generation Tablo hemodialysis platform.
  • The updated Tablo is the first hemodialysis system cleared under the FDA's most stringent cybersecurity guidance published in June 2025, with protections at hardware, software and cloud levels.
  • Outset plans to begin shipping the next-generation Tablo in Q2 2026; existing customers will be eligible for upgrades to the new cybersecurity platform. Sectors impacted include healthcare providers, hospital IT, and medical device markets.

Outset Medical Inc (NASDAQ:OM) experienced a notable premarket move Tuesday, with shares rising 9% after the company announced U.S. Food and Drug Administration clearance for its next-generation Tablo hemodialysis platform.

The company said the updated Tablo is the first hemodialysis platform to secure clearance under the FDA's most rigorous cybersecurity guidance, which was published in June 2025. That regulatory milestone affirms that the platform incorporates protections aligned with the FDA's highest expectations for device security.

Design and security features

Outset described the next-generation Tablo as embedding enterprise-grade cybersecurity protections across three layers: hardware, software, and cloud. The system has been engineered to interface with current hospital information technology standards while offering improved performance for dialysis treatment, according to the company.

  • Hardware and exterior: The platform includes hardware upgrades and a redesigned exterior intended to increase durability for hospital use.
  • Software and operating system: Operating system modernization and software advancements are intended to improve system responsiveness and reliability.
  • Cloud and cybersecurity: Cloud-level protections, together with embedded safeguards at hardware and software layers, address the FDA's most demanding cybersecurity expectations.

Outset also said the platform updates are intended to extend maintenance intervals in high-acuity environments, suggesting a design focus on sustained operation where clinical demands are elevated.

Commercial timing and upgrade path

The company expects to begin shipping the next-generation Tablo to customers in the second quarter of 2026. Outset has indicated that current Tablo users will be eligible to receive upgrades to the new cybersecurity platform, offering a pathway to bring existing units in line with the cleared standard.

Outset markets Tablo as a technology aimed at improving clinical outcomes in dialysis while lowering cost and complexity for healthcare providers. The FDA clearance for the next-generation system represents a regulatory advancement for the company and its dialysis offering.


Note: This report focuses on the facts disclosed by the company about the FDA clearance, product features, shipping timeline and upgrade eligibility. It does not add information beyond those disclosures.

Risks

  • Timing risk related to planned shipments - Outset expects to ship in the second quarter of 2026, and any operational or supply constraints could affect that schedule. This risk impacts medical device supply chains and hospital procurement.
  • Integration and upgrade uncertainty - While current Tablo users are eligible for upgrades to the new cybersecurity platform, the scope, timing and operational impact of those upgrades for healthcare providers are not detailed in the announcement. This affects hospital IT and clinical operations.
  • Maintenance and performance expectations - The company states the platform is intended to extend maintenance intervals in high-acuity environments, but real-world performance and maintenance outcomes remain to be demonstrated following commercial deployment, which could influence hospital operating budgets and service workflows.

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