Midjourney AI Partnership Sparks Rally: Social media chatter highlights Butterfly Network's recent surge following news of its ultrasound-on-chip technology powering Midjourney's full-body scanner. Traders note potential revenue streams up to $74 million over five years from the deal, alongside existing VA contracts and EMS adoption. The stock climbed sharply to multi-year highs amid heavy options activity.
AI Healthcare Momentum Builds: Discussions emphasize the company's cost advantages, with devices priced far below competitors, and emerging platforms like Butterfly Garden and Compass AI. Analysts cited in posts see long-term upside from AI integration in medical imaging, though some flag ongoing financial pressures. Volume spikes and breakout patterns dominate recent conversations.
Speculative Targets Emerge: Market participants express optimism over gestational and cardiac imaging applications with prior FDA nods, projecting substantial market cap growth if execution succeeds. Comparisons to larger peers underscore efficiency gains, fueling debate on future valuation multiples. Overall activity reflects heightened interest in the AI-healthcare crossover.
Note: This discussion summary was generated from an AI condensation of post data.
Butterfly Network Insider Trading Activity
Butterfly Network insiders have traded $BFLY stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.
Here’s a breakdown of recent trading of $BFLY stock by insiders over the last 6 months:
- JONATHAN M ROTHBERG has made 0 purchases and 6 sales selling 1,202,545 shares for an estimated $4,945,489.
- STEVE CASHMAN (Chief Business Officer) has made 0 purchases and 6 sales selling 1,039,519 shares for an estimated $4,906,816.
- JOSEPH DEVIVO (President & CEO) has made 0 purchases and 2 sales selling 643,424 shares for an estimated $2,386,943.
- MEGAN CARLSON (CAO and SVP, Finance) has made 0 purchases and 2 sales selling 152,400 shares for an estimated $680,216.
- JOHN N. DOHERTY (EVP, CFO) sold 60,182 shares for an estimated $239,524
- VICTOR KU (Chief Technology Officer) sold 35,968 shares for an estimated $137,397
- NICHOLAS CAEZZA (Deputy General Counsel) has made 0 purchases and 2 sales selling 15,942 shares for an estimated $60,575.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Butterfly Network Revenue
Butterfly Network had revenues of $26.5M in Q1 2026. This is an increase of 24.99% from the same period in the prior year.
You can track BFLY financials on Quiver Quantitative's BFLY stock page.
You can access data on BFLY stock through the Quiver Quantitative API.
Butterfly Network Hedge Fund Activity
We have seen 129 institutional investors add shares of Butterfly Network stock to their portfolio, and 80 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GLENVIEW CAPITAL MANAGEMENT, LLC added 4,379,911 shares (+44.0%) to their portfolio in Q1 2026, for an estimated $17,694,840
- NUVEEN, LLC added 3,197,805 shares (+579.2%) to their portfolio in Q1 2026, for an estimated $12,919,132
- ALGERT GLOBAL LLC added 2,279,906 shares (+596.6%) to their portfolio in Q1 2026, for an estimated $9,210,820
- MARSHALL WACE, LLP added 1,864,075 shares (+444.3%) to their portfolio in Q1 2026, for an estimated $7,530,863
- BANK OF AMERICA CORP /DE/ added 1,728,938 shares (+71.0%) to their portfolio in Q1 2026, for an estimated $6,984,909
- HOOD RIVER CAPITAL MANAGEMENT LLC added 1,666,362 shares (+24.0%) to their portfolio in Q1 2026, for an estimated $6,732,102
- JANE STREET GROUP, LLC added 1,068,712 shares (+123.2%) to their portfolio in Q1 2026, for an estimated $4,317,596
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Butterfly Network Analyst Ratings
Wall Street analysts have issued reports on $BFLY in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Freedom Capital Markets issued a "Buy" rating on 12/31/2025
To track analyst ratings and price targets for Butterfly Network, check out Quiver Quantitative's $BFLY forecast page.
Butterfly Network Price Targets
Multiple analysts have issued price targets for $BFLY recently. We have seen 3 analysts offer price targets for $BFLY in the last 6 months, with a median target of $5.5.
Here are some recent targets:
- Joshua Jennings from TD Cowen set a target price of $6.0 on 02/27/2026
- Ben Haynor from Lake Street set a target price of $5.5 on 01/20/2026
- Ilya Zubkov from Freedom Capital Markets set a target price of $5.0 on 12/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
