CeriBell (NASDAQ:CBLL) Issues Earnings Results, Misses Estimates By $0.04 EPS

CeriBell (NASDAQ:CBLL) released its quarterly earnings results on Monday. The company reported ($0.51) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.47) by ($0.04), FiscalAI reports. CeriBell had a negative return on equity of 38.19% and a negative net margin of 63.51%.The firm had revenue of $28.10 million for the quarter, compared to analysts’ expectations of $27.28 million.

Here are the key takeaways from CeriBell’s conference call:

• Q2 revenue rose 33% year over year to $28.1 million, accelerating from 29% growth in Q1, while the active account base increased by 32 to 712. Management cited strong same-store utilization and expects 2026 revenue of $114 million-$117 million, up from prior guidance of $112 million-$116 million.
• Gross margin reached a record 92%, helped by a $1.6 million tariff refund; excluding the refund, margin was still 89%. Ceribell expects margins to remain in the high-80% range, supported by supply-chain savings and expanded manufacturing in Vietnam.
• Ceribell plans to commercially launch its Delirium monitoring solution in Q4 2026 after favorable pilot feedback and CMS approval of an NTAP providing up to $2,171 in incremental reimbursement per qualified patient. Neonatal and pediatric products also received early purchase orders, although management expects these newer offerings to contribute more meaningfully in 2027.
• Operating expenses increased 37% year over year to $45.9 million, contributing to a net loss of $19.3 million, or $0.51 per share. The company continues to reinvest heavily in sales, R&D and platform development, and has not yet specified when it will achieve cash-flow breakeven.
• The company received FDA clearances for artifact-reduction and epileptiform-abnormality algorithms, as well as components of a next-generation hardware platform designed for video, ECG, longer-duration monitoring and full-montage EEG. Limited releases are planned before a broader 2027 launch, which management views as a potential expansion into additional patient populations and markets.

CeriBell Stock Performance

Shares of NASDAQ CBLL traded up $0.49 during midday trading on Monday, reaching $19.30. 424,065 shares of the company were exchanged, compared to its average volume of 331,149. The company has a current ratio of 10.44, a quick ratio of 10.01 and a debt-to-equity ratio of 0.14. CeriBell has a 1 year low of $10.85 and a 1 year high of $24.33. The stock has a fifty day simple moving average of $18.52 and a 200 day simple moving average of $19.09. The stock has a market cap of $732.24 million, a P/E ratio of -11.84 and a beta of 0.81.

Insider Activity

In other CeriBell news, Director Joseph Michael Taylor sold 5,500 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $18.41, for a total transaction of $101,255.00. Following the completion of the sale, the director directly owned 61,573 shares of the company’s stock, valued at approximately $1,133,558.93. This trade represents a 8.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, major shareholder Tpg Gp A, Llc sold 202,368 shares of CeriBell stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $20.12, for a total value of $4,071,644.16. Following the completion of the transaction, the insider owned 3,765,054 shares in the company, valued at $75,752,886.48. This trade represents a 5.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 300,685 shares of company stock worth $5,935,326 over the last quarter. 17.70% of the stock is owned by insiders.

Hedge Funds Weigh In On CeriBell

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Invesco Ltd. increased its stake in CeriBell by 15.5% in the 4th quarter. Invesco Ltd. now owns 12,037 shares of the company’s stock valued at $264,000 after buying an additional 1,618 shares during the period. Creek Drive Management Group LLC acquired a new stake in shares of CeriBell in the 4th quarter worth $4,253,000. nVerses Capital LLC acquired a new stake in shares of CeriBell in the 4th quarter worth $282,000. Tudor Investment Corp ET AL purchased a new stake in shares of CeriBell in the fourth quarter valued at about $548,000. Finally, Engineers Gate Manager LP acquired a new position in shares of CeriBell during the fourth quarter worth about $260,000.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on CBLL shares. Weiss Ratings downgraded CeriBell from a “sell (d-)” rating to a “sell (e+)” rating in a report on Tuesday, July 14th. Canaccord Genuity Group cut their target price on shares of CeriBell from $28.00 to $25.00 and set a “buy” rating on the stock in a report on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, CeriBell presently has an average rating of “Moderate Buy” and an average price target of $22.20.

CeriBell Company Profile

CeriBell Corp (NASDAQ: CBLL) is a healthcare technology company specializing in the design, manufacture and sale of automated newborn hearing screening devices. The company offers a suite of medical diagnostic tools based on otoacoustic emissions (OAE) and auditory brainstem response (ABR) technologies, enabling early detection of auditory impairments in infants. CeriBell’s solutions are used in hospitals, birthing centers and audiology clinics to support universal newborn hearing screening programs aimed at improving language development outcomes through prompt intervention.

The company’s product portfolio includes handheld and desktop screening units, proprietary software for data management, and accessories designed to streamline testing workflows.