Equities Analysts Set Expectations for BBIO Q1 Earnings

BridgeBio Pharma, Inc. (NASDAQ:BBIO) – Equities researchers at HC Wainwright increased their Q1 2026 earnings per share (EPS) estimates for shares of BridgeBio Pharma in a research note issued to investors on Monday, March 9th. HC Wainwright analyst R. Selvaraju now anticipates that the company will earn ($0.61) per share for the quarter, up from their prior forecast of ($0.62). HC Wainwright currently has a “Buy” rating and a $100.00 target price on the stock. The consensus estimate for BridgeBio Pharma’s current full-year earnings is ($3.67) per share. HC Wainwright also issued estimates for BridgeBio Pharma’s Q2 2026 earnings at ($0.29) EPS, Q3 2026 earnings at ($0.56) EPS, Q4 2026 earnings at ($0.31) EPS, FY2026 earnings at ($1.76) EPS, Q1 2027 earnings at $0.03 EPS, Q2 2027 earnings at $0.42 EPS, Q3 2027 earnings at $0.57 EPS and Q4 2027 earnings at $0.80 EPS.

BBIO has been the subject of a number of other research reports. Wells Fargo & Company raised their target price on shares of BridgeBio Pharma from $88.00 to $98.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Oppenheimer cut their price target on shares of BridgeBio Pharma from $83.00 to $81.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 25th. Truist Financial increased their price objective on shares of BridgeBio Pharma from $86.00 to $95.00 and gave the stock a “buy” rating in a research note on Wednesday, February 25th. William Blair assumed coverage on BridgeBio Pharma in a report on Tuesday. They issued an “outperform” rating for the company. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of BridgeBio Pharma in a research report on Wednesday, January 21st. Twenty-three investment analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, BridgeBio Pharma presently has a consensus rating of “Moderate Buy” and a consensus price target of $83.35.

BridgeBio Pharma Price Performance

Shares of BridgeBio Pharma stock opened at $71.39 on Wednesday. The firm has a market cap of $13.84 billion, a price-to-earnings ratio of -18.89 and a beta of 1.13. The stock’s 50-day moving average is $73.32 and its 200-day moving average is $65.78. BridgeBio Pharma has a one year low of $28.33 and a one year high of $84.94.

BridgeBio Pharma (NASDAQ:BBIO) last posted its earnings results on Tuesday, February 24th. The company reported ($1.00) earnings per share for the quarter, missing the consensus estimate of ($0.75) by ($0.25). The business had revenue of $154.18 million for the quarter, compared to the consensus estimate of $150.71 million. During the same quarter in the previous year, the business posted ($1.40) EPS. The business’s revenue for the quarter was up 2521.2% on a year-over-year basis.

Insider Activity

In related news, CEO Neil Kumar sold 40,000 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $71.94, for a total transaction of $2,877,600.00. Following the transaction, the chief executive officer directly owned 695,686 shares of the company’s stock, valued at approximately $50,047,650.84. This trade represents a 5.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Maricel Apuli sold 510 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $74.31, for a total transaction of $37,898.10. Following the transaction, the chief accounting officer directly owned 123,945 shares in the company, valued at $9,210,352.95. This represents a 0.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 227,095 shares of company stock worth $16,099,240. Corporate insiders own 18.20% of the company’s stock.

Institutional Trading of BridgeBio Pharma

Large investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in shares of BridgeBio Pharma by 2.1% in the third quarter. Vanguard Group Inc. now owns 16,832,059 shares of the company’s stock worth $874,257,000 after purchasing an additional 347,074 shares during the last quarter. Janus Henderson Group PLC raised its position in 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 purchasing an additional 2,259,378 shares during the last quarter. Farallon Capital Management LLC raised its position in BridgeBio Pharma by 9.8% during the 4th quarter. Farallon Capital Management LLC now owns 8,998,463 shares of the company’s stock worth $688,292,000 after purchasing an additional 806,463 shares during the last quarter. Aisling Capital Management LP lifted its holdings in BridgeBio Pharma by 0.4% during the 3rd quarter. Aisling Capital Management LP now owns 6,089,611 shares of the company’s stock worth $316,294,000 after buying an additional 21,486 shares during the period. Finally, Invesco Ltd. lifted its holdings in BridgeBio Pharma by 23.0% during the 4th quarter. Invesco Ltd. now owns 4,831,305 shares of the company’s stock worth $369,547,000 after buying an additional 902,648 shares during the period. 99.85% of the stock is owned by institutional investors and hedge funds.

BridgeBio Pharma News Summary

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

• Positive Sentiment: Phase‑3 FORTIFY interim analysis for oral BBP‑418 showed early, sustained separation from placebo on ambulation endpoints (100MTT, 10MWT), favorable safety signals, and BridgeBio’s plan to submit an NDA in H1 2026 (U.S. launch targeted late‑2026/early‑2027) — a potential first approved therapy for LGMD2I/R9 if cleared. BBP-418 Phase 3 FORTIFY Interim Analysis
• Positive Sentiment: Positive conference/academic exposure — additional FORTIFY data were presented at MDA and BridgeBio participated in investor conferences (Barclays), increasing visibility among clinicians and investors. Barclays Conference Transcript
• Positive Sentiment: New/expanded analyst coverage and price‑target upgrades: William Blair initiated coverage at “Outperform” and several firms (including JPMorgan and others recently) have raised targets — supporting buy‑side momentum and higher headline valuations. William Blair Initiates Coverage
• Neutral Sentiment: HC Wainwright reiterated a Buy and $100 target but adjusted near‑term EPS forecasts (mix of upward and downward tweaks across 2026–2027), reflecting both optimism on commercial upside and uncertainty in near‑term modeling.
• Neutral Sentiment: Media coverage and short‑term trading headlines (price‑target/news driven pops and mentions on watch lists) are amplifying volume and volatility; reported short‑interest data in feeds appear inconsistent/zeroed and are not a reliable signal today.
• Negative Sentiment: Large insider selling activity noted in aggregate disclosures (multiple executives sold shares in recent months), which can weigh on investor sentiment even as clinical news is positive. Quiver Quant — Insider & Conference Summary
• Negative Sentiment: Regulatory and commercialization risk remains — interim data are promising but full NDA review, label, timing, and payer access are uncertain; investors should expect binary outcomes tied to FDA review and launch execution.

About BridgeBio Pharma

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.