BBNX

$18.08+$0.75 (+4.33%)prev close

Compare

Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$779.7M

45M shares

52-week range

$8.80 – $32.71

39% from low

Sector

SURGICAL & MEDICAL INSTRUMENTS & APPARATUS

Exchange

NASDAQ

Change$-5.55

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$134M	+35.7%	$-2.14	$-2.22–$-2.07	—	5
2027	$180M	+34.3%	$-2.15	$-2.49–$-1.94	—	5
2028	$250M	+39.2%	$-1.66	$-2.49–$-1.09	—	8
2029	$343M	+37.1%	$-1.15	$-1.24–$-1.08	—	5

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 5 of the last 7 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-07-29	$-0.58	$-0.53	+8.8%
2026-04-21	$-0.53	$-0.49	+7.5%
2026-02-17	$-0.42	$-0.30	+28.6%
2025-10-28	$-0.45	$-0.33	+26.7%
2025-07-29	$-0.51	$-0.39	+23.5%
2025-05-06	$-0.51	$-0.52	-2.0%
2025-03-25	$-0.42	$-1.82	-333.3%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
BBNXBeta Bionics, Inc.	$18.08	+4.33%	$813M	—
AHCOAdaptHealth Corp.	$5.70	-1.21%	$776M	—
DVAXDynavax Technologies Corporation	$15.50	+0.00%	$1.8B	—
IMTXImmatics N.V.	$9.59	-1.24%	$1.3B	—
KMTSKestra Medical Technologies, Ltd.	$27.74	-0.93%

Beta Bionics, Inc. Common Stock

Beta Bionics Inc is a commercial-stage medical device company engaged in the design, development, and commercialization of solutions to improve the health and quality of life of insulin-requiring people with diabetes (PWD) by utilizing adaptive closed-loop algorithms to simplify and improve the treatment of their disease. The company's product includes the iLet Bionic Pancreas (iLet). The company operates as a single segment, focused on the development, manufacture, and sale of the iLet.

www.betabionics.com

Employees: 423
IPO / List date: Jan 30, 2025
HQ: IRVINE, CA

Held by traders on TradeandTell

No one on the platform currently holds BBNX.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2025-09-30	22,500	$447.1K

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded BBNX yet.

$BBNX chatter on StockTwits

evenmr@Sillyspuh217h
$BBNX Up. Down. Up. Down. This ticker is like a yo-yo
View on StockTwits ↗
Deepthinker@deepthinker2d
$MODD The big players seem to think that, once their patch pumps hit the market, that will crack the T2 nut. No, the problem is not the tube, as $BBNX is clearly demonstrating. It’s the PhD level complexity that only a small group of T2’s would want! Most T2’s balance A1C reduction and complexity/time/convenience. They aren’t A1C minimizers, they’re lifestyle and health balancers.
View on StockTwits ↗
Deepthinker@deepthinker2d
$MODD So, $TNDM and $PODD are struggling with T2 while. $BBNX is doing well with T2 despite no indication. Why? Same reason as CeQur: simplicity. Here we have Pivot that is a simple device, a T2 targeted device really, and no one wants to own it? Weird.
View on StockTwits ↗
Darion Vallerga@UrMomsCraterBearishAug 5
$BBNX trash
View on StockTwits ↗
Deepthinker@deepthinkerJul 31
$MODD $BBNX is puking cash for relatively little gain. Stock slammed. They’re pitching a tubed pump for another year when no one wants the damn tube.
View on StockTwits ↗
Deepthinker@deepthinkerJul 30
$BBNX They’re going to spend $250 million to pick up maybe $100 million of revenue over the next 3 years. Right now, their EV is about $400 million and the 2027 rev is $180 million, so the rev multiple is around 2.25x. Applying that to the incremental $100 million, that’s $225 million of added value. So, the next 3 years of spending don’t produce a return.
View on StockTwits ↗
Deepthinker@deepthinkerJul 30
$BBNX Incredible margins. It’s so obvious that this should be merged with another player to reduce combined sales and marketing expense. The idea that $PODD just watches as competitors slaughter one another on spend is ridiculous. At the end of the day, Insulet will just vacuum up whatever pieces are left. Also, no other patch pumps, so Insulet just cruises to victory.
View on StockTwits ↗
MarketBeat Earnings@EarningsInsiderJul 29
https://www.marketbeat.com/earnings/reports/2026-7-29-beta-bionics-inc-stock/ $BBNX Beta Bionics Earnings Transcript
View on StockTwits ↗
Stocktwits Earnings@StocktwitsEarningsJul 29
$BBNX Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.53 down -35.90% YoY • Reported revenue of $32.01M up 37.76% YoY • Beta Bionics, Inc. maintains its 2026 revenue guidance of $131 million to $136 million and PBP channel reimbursement guidance of 37% to 39%, while raising estimated gross margin to 58.5% to 59.5%.
View on StockTwits ↗
leuke Knuckledragrrr@MODDBlueInMyBloodBullishJul 22
$MODD its called power projection and aura farming. Watch. $PODD $MDT $TNDM $BBNX PODD IS A DECADE OLD TECH MEDTRONIC = FED TRONIC TANDEM = NO MONEY WHERES THE MONEY BETA BIONICS, BAD NAME MODD IS COMING IN HOT. LETS GO. BUY US WHILE YOU CAN OR WE WILL SMOKE YOU. TIME IS UP ME ✊️💎 YOU ✊️📃
View on StockTwits ↗
leuke Knuckledragrrr@MODDBlueInMyBloodBullishJul 21
$MODD my brother, not a single insulin pump stock is up right now Its a bear market for pumps $PODD $MDT $TNDM $BBNX $Roche Literally the only excpwtion is ypsomed, which does more than just pumps. Pop an oxy and vibrate for a minute. You are concerned over nothing. Hold 💎✊️
View on StockTwits ↗
Deepthinker@deepthinkerJul 17
$TRIB Perceptive has left Gillard in place coming on three years now. Why? Because he’s (apparently) progressed the CGM to near the finish line, which is the main thing they care about. Perceptive is always looking for extra base hits, and CGM’s qualify. The model is $BBNX, which is one of several companies eating Insulet’s crumbs, but those are some pretty big crumbs. There are Dexcom/Abbott crumbs out there, as well.
View on StockTwits ↗
XI_JINPING_BOUGHT_BABA@XI_JINPING_BOUGHT_BABAJul 15
$MODD I am long MODD, but it is not a guaranteed win. Beta Bionic’s $BBNX Mint pump is the pivot, but better, and targeted for commercial launch q2 2027, only 6-9 months after Pivot. If Pivot isn’t a commercial hit within the next 6 months, $MODD will lose, and it is a clear sell. Hold me honest to my word - this stock is down tremendously or up tremendously by EOY, with no inbetween.
View on StockTwits ↗
Nicholas@JFDIBullishJun 28
$BBNX mid range but on lsit
View on StockTwits ↗
Alan Purdie@ap20Jun 25
$BBNX Congrats longs. No position, unfortunately.
View on StockTwits ↗

Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.