BridgeBio Pharma (NASDAQ:BBIO) Stock Price Down 6.7% on Disappointing Earnings

Shares of BridgeBio Pharma, Inc. (NASDAQ:BBIO) fell 6.7% during trading on Wednesday following a dissappointing earnings announcement. The company traded as low as $64.36 and last traded at $63.7250. 2,696,521 shares traded hands during mid-day trading, a decline of 18% from the average session volume of 3,279,146 shares. The stock had previously closed at $68.31.

The company reported ($1.00) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.75) by ($0.25). The company had revenue of $154.18 million for the quarter, compared to analysts’ expectations of $150.71 million. The company’s revenue for the quarter was up 2521.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($1.40) EPS.

BridgeBio Pharma News Summary

Here are the key news stories impacting BridgeBio Pharma this week:

• Positive Sentiment: Several Wall Street analysts raised targets/ratings this morning (Morgan Stanley to $98, Truist to $95), signaling continued bullish institutional conviction that could support upside over time. Analyst raises
• Positive Sentiment: BridgeBio reported a meaningful revenue beat for Q4 with revenue of $154.18M and huge year‑over‑year growth (reported +2521% YoY), showing commercial traction that investors can point to as a growth signal. Revenue beat article
• Neutral Sentiment: Company issued its full Q4 and FY2025 results and provided commercial updates (Attruby progress highlighted) — useful for modeling future revenue but no new guidance that immediately changes near‑term outlook. Earnings release
• Neutral Sentiment: Transcripts and call coverage are available for deeper read‑throughs (investors should check the conference call for commercial metrics, margin commentary and product rollout cadence). Earnings transcript
• Negative Sentiment: EPS missed consensus: BridgeBio reported a loss of ($1.00) vs. the expected ($0.75), which is likely the main catalyst for the intraday weakness as it increases short‑term uncertainty about profitability and near‑term cash use. EPS miss
• Negative Sentiment: Insider selling: CEO Neil Kumar sold ~28,053 shares recently (part of a series of sales), which can create negative optics and short‑term pressure on the stock. Insider sale

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Leerink Partners raised their target price on shares of BridgeBio Pharma from $75.00 to $86.00 and gave the stock an “outperform” rating in a research report on Monday, December 15th. JPMorgan Chase & Co. increased their price target on BridgeBio Pharma from $76.00 to $77.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Raymond James Financial set a $89.00 price objective on shares of BridgeBio Pharma and gave the company an “outperform” rating in a research note on Thursday, February 12th. Cantor Fitzgerald raised their price target on BridgeBio Pharma from $100.00 to $110.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of BridgeBio Pharma in a research report on Wednesday, January 21st. Twenty-two equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $82.50.

Insider Activity

In other news, CEO Neil Kumar sold 28,053 shares of the firm’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $71.39, for a total transaction of $2,002,703.67. Following the transaction, the chief executive officer owned 234,451 shares in the company, valued at approximately $16,737,456.89. This trade represents a 10.69% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Thomas Trimarchi sold 13,600 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $74.72, for a total value of $1,016,192.00. Following the sale, the chief financial officer owned 336,585 shares in the company, valued at approximately $25,149,631.20. This represents a 3.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 204,174 shares of company stock worth $15,012,335 over the last three months. 18.20% of the stock is owned by insiders.

Institutional Trading of BridgeBio Pharma

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Brooklands Fund Management Ltd purchased a new stake in shares of BridgeBio Pharma during the fourth quarter valued at $210,348,000. Price T Rowe Associates Inc. MD grew its holdings in shares of BridgeBio Pharma by 144.2% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 3,828,746 shares of the company’s stock worth $292,862,000 after buying an additional 2,261,181 shares during the last quarter. Janus Henderson Group PLC raised its stake in shares of BridgeBio Pharma by 25.8% during the 4th quarter. Janus Henderson Group PLC now owns 11,000,457 shares of the company’s stock worth $841,349,000 after buying an additional 2,259,378 shares in the last quarter. Norges Bank purchased a new stake in shares of BridgeBio Pharma in the second quarter valued at approximately $84,488,000. Finally, Wellington Management Group LLP raised its position in BridgeBio Pharma by 130.4% in the fourth quarter. Wellington Management Group LLP now owns 2,348,731 shares of the company’s stock worth $179,654,000 after acquiring an additional 1,329,537 shares in the last quarter. 99.85% of the stock is owned by hedge funds and other institutional investors.

BridgeBio Pharma Stock Performance

The company has a market capitalization of $12.34 billion, a PE ratio of -15.33 and a beta of 1.13. The firm’s 50-day simple moving average is $75.24 and its 200 day simple moving average is $64.53.

BridgeBio Pharma Company Profile

BridgeBio Pharma, Inc is a clinical-stage biopharmaceutical company headquartered in Palo Alto, California. Founded in 2015 by Neil Kumar, the company is dedicated to discovering, developing and delivering transformative medicines for patients with genetic diseases and cancers. BridgeBio operates an integrated model that spans target identification, preclinical research, clinical development and commercialization, aiming to streamline the process from bench to bedside.

BridgeBio’s pipeline comprises multiple therapeutic modalities, including small molecules, biologics and genetic therapies.