Overview
Diabetes management firm's Q4 net sales rose 57% yr/yr
Adjusted EBITDA for Q4 beat analyst expectations
Outlook
Beta Bionics estimates 2026 revenue between $130 mln and $135 mln
Company expects 36% to 38% of 2026 new patient starts reimbursed through PBP channel
Beta Bionics anticipates 2026 gross margin between 55.5% and 57.5%
Result Drivers
PBP CHANNEL GROWTH - Net sales in the Pharmacy Benefit Plan channel surged 295% compared to Q4 2024, contributing significantly to overall revenue growth
CUSTOMER BASE EXPANSION - Installed customer base grew 129% year-over-year, reflecting increased adoption of Beta Bionics' solutions
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 EPS | -$0.30 | ||
Q4 Net Income | -$13.47 mln | ||
Q4 Adjusted EBITDA | Beat | -$10.51 mln | -$14.77 mln (9 Analysts) |
Q4 Income from Operations | Beat | -$16.12 mln | -$20.46 mln (11 Analysts) |
Q4 Gross Profit | $18.94 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"
Wall Street's median 12-month price target for Beta Bionics Inc is $28.00, about 100.9% above its February 13 closing price of $13.94
Press Release: ID:nGNX9DdGKr
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)