BridgeBio Pharma (NASDAQ:BBIO) Announces Earnings Results

BridgeBio Pharma (NASDAQ:BBIO) issued its quarterly earnings data on Tuesday. The company reported ($1.00) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.75) by ($0.25), FiscalAI reports. The business had revenue of $154.18 million for the quarter, compared to the consensus estimate of $150.71 million. The firm’s quarterly revenue was up 2521.2% compared to the same quarter last year. During the same period last year, the business earned ($1.40) earnings per share.

Here are the key takeaways from BridgeBio Pharma’s conference call:

• BridgeBio announced three positive top-line phase 3 readouts (encaleret in ADH1, BBP-418 in LGMD2I, and infigratinib in achondroplasia) and said these wins mark a transformative inflection point, expecting the pipeline to begin generating cash in late 2027 and to be a cash-generation engine by 2028 with projected profit of >$600M.
• Attruby commercial momentum remains strong: Q4 net product revenue of $146M (full-year Attruby net product revenue ~$362.4M), >7,800 unique patient prescriptions and >25% MBRX share, driven by accelerating first-line adoption and higher-than-expected persistence.
• The phase 3 infigratinib readout met its primary endpoint (+2.1 cm/yr height velocity), showed statistically significant improvements in body proportionality and height Z-score, was well tolerated with no drug-related serious adverse events, and management now models >65% peak-year market share and potential category expansion due to its oral profile.
• Ongoing tafamidis IP litigation and a recent EU patent withdrawal have driven stock volatility; while BridgeBio argues Attruby’s clinical differentiation and U.S. patent differences mitigate risk and U.S. protection may extend into the 2030s, IP outcomes remain uncertain pending U.S. proceedings.
• BridgeBio reported a robust financial position after year-end 2025 (~$587.5M cash/marketable securities plus $632.5M of convertible notes issued in Jan 2026), expects cash burn to hold steady in 2026 then decline, and noted potential non-dilutive upside from Priority Review Vouchers for three rare/pediatric programs.

BridgeBio Pharma Stock Down 2.6%

Shares of BridgeBio Pharma stock opened at $66.54 on Thursday. The business has a 50-day moving average price of $75.09 and a 200 day moving average price of $64.54. BridgeBio Pharma has a fifty-two week low of $28.33 and a fifty-two week high of $84.94. The firm has a market cap of $12.82 billion, a P/E ratio of -17.60 and a beta of 1.13.

Key BridgeBio Pharma News

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

• Positive Sentiment: Q4 revenue beat and commercial update — BridgeBio reported $154.2M in Q4 revenue (well above estimates) and provided commercial progress on Attruby, which supports the company’s path to commercialization and helped lift sentiment. BridgeBio Reports Fourth Quarter and Full Year 2025 Financial Results and Commercial Updates
• Positive Sentiment: Multiple analyst price-target increases — Morgan Stanley, Truist and other firms raised targets (Morgan Stanley to $98, Truist to $95 and others higher), signaling continued analyst confidence and providing upside thesis for longer-term holders. Analyst Coverage
• Neutral Sentiment: Conference call / transcripts available — The full earnings call and transcripts are published for investors to parse forward guidance and commercial cadence; further detail could move the stock once digested. Listen to Conference Call
• Neutral Sentiment: Short-interest report appears irregular — the February short-interest entry shows 0 shares / NaN change, likely a reporting glitch; this makes short-interest an unreliable read today. (No reliable source link provided in the alert.)
• Negative Sentiment: EPS missed expectations — BridgeBio reported a $1.00 loss per share vs. the consensus -$0.75, a larger-than-expected loss that is pressuring the stock despite the revenue beat. Zacks: Q4 Loss, Beats Revenue Estimates
• Negative Sentiment: Insider selling by CEO — CEO Neil Kumar sold ~28k shares (part of a pattern of recent sales), which can be interpreted negatively by some investors as liquidity-taking by management. InsiderTrades: Neil Kumar Sells Shares
• Negative Sentiment: One analyst trimmed target slightly — Oppenheimer lowered its target to $81 (still an outperform), introducing a modest counterpoint to the otherwise bullish analyst activity. Benzinga: Oppenheimer Price Target Change

Insider Transactions at BridgeBio Pharma

In other news, CFO Thomas Trimarchi sold 13,600 shares of BridgeBio Pharma 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 completion of the transaction, the chief financial officer owned 336,585 shares in the company, valued at approximately $25,149,631.20. This trade represents a 3.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Randal W. Scott sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $75.46, for a total value of $754,600.00. Following the sale, the director directly owned 11,589 shares in the company, valued at approximately $874,505.94. This represents a 46.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 204,174 shares of company stock worth $15,012,335. 18.20% of the stock is currently owned by corporate insiders.

Institutional Trading of BridgeBio Pharma

A number of institutional investors and hedge funds have recently modified their holdings of BBIO. Harvest Fund Management Co. Ltd acquired a new position in shares of BridgeBio Pharma in the 3rd quarter valued at about $34,000. Jones Financial Companies Lllp bought a new position in BridgeBio Pharma in the first quarter worth about $35,000. Global Retirement Partners LLC boosted its stake in BridgeBio Pharma by 271.5% in the fourth quarter. Global Retirement Partners LLC now owns 509 shares of the company’s stock valued at $39,000 after acquiring an additional 372 shares during the period. Kemnay Advisory Services Inc. bought a new position in shares of BridgeBio Pharma during the fourth quarter valued at approximately $41,000. Finally, Smartleaf Asset Management LLC raised its position in shares of BridgeBio Pharma by 63.1% during the 4th quarter. Smartleaf Asset Management LLC now owns 739 shares of the company’s stock worth $56,000 after purchasing an additional 286 shares during the period. 99.85% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on BBIO. Truist Financial upped their target price on shares of BridgeBio Pharma from $86.00 to $95.00 and gave the company a “buy” rating in a research note on Wednesday. Weiss Ratings reiterated a “sell (d-)” rating on shares of BridgeBio Pharma in a report on Wednesday, January 21st. HC Wainwright upped their price objective on shares of BridgeBio Pharma from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Tuesday, February 17th. Cantor Fitzgerald lifted their target price on BridgeBio Pharma from $100.00 to $110.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Finally, TD Cowen reiterated a “buy” rating on shares of BridgeBio Pharma in a research note on Monday, January 12th. Twenty-two analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $82.50.

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.