Beta Bionics Q4 sales rise 57%

Beta Bionics

17/02/2026 21:16

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.)