Beta Bionics Inc. (BBNX) Stock Rises on Q1 2026 Earnings

Beta Bionics Inc. (BBNX) reported total revenue of $27.6 million for Q1 2026, up 56.6% year‑over‑year and slightly above the consensus revenue estimate of $27.5 million. Gross profit rose to $16.4 million, an increase of 83.2% from the prior year.

Cost of sales totaled $11.2 million, up 29.1% year‑over‑year.

Operating loss narrowed to $24.3 million, an improvement of 30.2% year‑over‑year.

Net loss attributable to common shareholders widened to $21.9 million, a deterioration of 23.6% year‑over‑year.

Diluted loss per share was $0.49, roughly in line with the estimate (about $0.50), down 47.3% year‑over‑year.

Balance sheet and cash-flow highlights:

Cash and cash equivalents stood at $30.2 million, down 28.9% year‑over‑year.

Cash used in operating activities was $8.6 million, a 56.8% deterioration year‑over‑year.

Purchases of property, plant and equipment rose to $1.9 million, up 471.5% year‑over‑year.

Total liabilities increased to $35.3 million, up 45.4% year‑over‑year.

Market reaction: BBNX shares were up 1.84% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Beta Bionics Inc. Insider Trading Activity

Beta Bionics Inc. insiders have traded $BBNX stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.

Here’s a breakdown of recent trading of $BBNX stock by insiders over the last 6 months:

STEPHEN FEIDER (Chief Financial Officer) has made 0 purchases and 3 sales selling 22,855 shares for an estimated $650,194.
MIKE MENSINGER (Chief Product Officer) has made 0 purchases and 5 sales selling 12,127 shares for an estimated $341,508.
SEAN SAINT (President & CEO) has made 0 purchases and 2 sales selling 6,662 shares for an estimated $137,994.
MARK HOPMAN (Chief Commercial Officer) has made 0 purchases and 4 sales selling 4,104 shares for an estimated $102,697.
MARIA PALASIS has made 0 purchases and 4 sales selling 2,812 shares for an estimated $79,386.
ADAM LEZACK has made 0 purchases and 4 sales selling 2,812 shares for an estimated $79,322.
STEVEN JON RUSSELL (Chief Medical Officer) has made 0 purchases and 2 sales selling 2,051 shares for an estimated $42,752.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

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Beta Bionics Inc. Hedge Fund Activity

We have seen 101 institutional investors add shares of Beta Bionics Inc. stock to their portfolio, and 48 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP removed 3,901,599 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $118,881,721
SOLEUS CAPITAL MANAGEMENT, L.P. removed 1,335,593 shares (-34.5%) from their portfolio in Q4 2025, for an estimated $40,695,518
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added 1,327,100 shares (+inf%) to their portfolio in Q4 2025, for an estimated $40,436,737
POINT72 ASSET MANAGEMENT, L.P. added 987,351 shares (+inf%) to their portfolio in Q4 2025, for an estimated $30,084,584
RTW INVESTMENTS, LP removed 799,191 shares (-24.2%) from their portfolio in Q4 2025, for an estimated $24,351,349
EVERSEPT PARTNERS, LP added 678,262 shares (+inf%) to their portfolio in Q4 2025, for an estimated $20,666,643
JANUS HENDERSON GROUP PLC removed 650,825 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $19,830,637

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Beta Bionics Inc. Analyst Ratings

Wall Street analysts have issued reports on $BBNX in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Piper Sandler issued a "Overweight" rating on 10/29/2025
Goldman Sachs issued a "Buy" rating on 10/29/2025
Stifel issued a "Buy" rating on 10/29/2025

To track analyst ratings and price targets for Beta Bionics Inc., check out Quiver Quantitative's $BBNX forecast page.

Beta Bionics Inc. Price Targets

Multiple analysts have issued price targets for $BBNX recently. We have seen 8 analysts offer price targets for $BBNX in the last 6 months, with a median target of $21.0.

Here are some recent targets:

Richard Newitter from Truist Securities set a target price of $18.0 on 04/15/2026
David Roman from Goldman Sachs set a target price of $20.0 on 04/09/2026
Jeff Johnson from Baird set a target price of $14.0 on 02/18/2026
Jonathan Block from Stifel set a target price of $22.0 on 02/18/2026
Mathew Blackman from TD Cowen set a target price of $17.0 on 01/27/2026
Frank Takkinen from Lake Street set a target price of $40.0 on 01/09/2026
Travis Steed from B of A Securities set a target price of $33.0 on 01/05/2026