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

BridgeBio Pharma, Inc. (NASDAQ:BBIO) dropped 6.7% on Wednesday following a dissappointing earnings announcement. The stock traded as low as $64.36 and last traded at $63.7250. Approximately 2,696,521 shares were traded during trading, a decline of 18% from the average daily 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 firm had revenue of $154.18 million for the quarter, compared to analyst estimates of $150.71 million. During the same quarter last year, the business posted ($1.40) EPS. The firm’s revenue for the quarter was up 2521.2% on a year-over-year basis.

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

Analyst Ratings Changes

BBIO has been the subject of a number of research analyst reports. Piper Sandler increased their target price on BridgeBio Pharma from $93.00 to $98.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. The Goldman Sachs Group boosted their price target on BridgeBio Pharma from $55.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Oppenheimer reduced their price objective on BridgeBio Pharma from $83.00 to $81.00 and set an “outperform” rating for the company in a research note on Wednesday. Raymond James Financial set a $89.00 price objective on BridgeBio Pharma and gave the company an “outperform” rating in a report on Thursday, February 12th. Finally, Wells Fargo & Company lifted their target price on shares of BridgeBio Pharma from $88.00 to $98.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Twenty-two equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat, BridgeBio Pharma presently has a consensus rating of “Moderate Buy” and a consensus target price of $82.50.

Insider Buying and Selling

In other BridgeBio Pharma news, CEO Neil Kumar sold 40,000 shares of the business’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $74.40, for a total transaction of $2,976,000.00. Following the transaction, the chief executive officer owned 775,686 shares of the company’s stock, valued at approximately $57,711,038.40. The trade was a 4.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Maricel Apuli sold 2,000 shares of the firm’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $74.26, for a total value of $148,520.00. Following the completion of the sale, the chief accounting officer directly owned 130,297 shares of the company’s stock, valued at $9,675,855.22. This trade represents a 1.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 204,174 shares of company stock worth $15,012,335. 18.20% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On BridgeBio Pharma

Hedge funds and other institutional investors have recently bought and sold shares of the company. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in BridgeBio Pharma in the 2nd quarter valued at about $25,000. Aster Capital Management DIFC Ltd acquired a new stake in shares of BridgeBio Pharma during the 3rd quarter worth approximately $31,000. Harvest Fund Management Co. Ltd purchased a new stake in shares of BridgeBio Pharma during the 3rd quarter valued at approximately $34,000. Jones Financial Companies Lllp purchased a new stake in shares of BridgeBio Pharma during the 1st quarter valued at approximately $35,000. Finally, First Horizon Corp acquired a new position in BridgeBio Pharma in the third quarter valued at approximately $36,000. 99.85% of the stock is currently owned by institutional investors and hedge funds.

BridgeBio Pharma Stock Down 2.6%

The company has a market capitalization of $12.82 billion, a PE ratio of -17.60 and a beta of 1.13. The firm has a 50-day moving average of $75.09 and a two-hundred day moving average of $64.54.

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.