Brainsway (NASDAQ:BWAY) Reaches New 12-Month High on Better-Than-Expected Earnings

Brainsway Ltd. Sponsored ADR (NASDAQ:BWAY) shares hit a new 52-week high during trading on Wednesday following a stronger than expected earnings report. The company traded as high as $13.75 and last traded at $13.29, with a volume of 102207 shares. The stock had previously closed at $12.71.

The company reported $0.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.11 by $0.03. Brainsway had a return on equity of 11.34% and a net margin of 14.62%.The company had revenue of $14.55 million for the quarter, compared to analysts’ expectations of $14.02 million.

Key Brainsway News

Here are the key news stories impacting Brainsway this week:

• Positive Sentiment: Q4 beat — Brainsway reported $0.14 EPS and $14.6M revenue, topping consensus and showing healthy margin/ROE metrics; management highlighted operational momentum in the quarter. MarketBeat: Q4 results & transcript
• Positive Sentiment: Q4 revenue growth and operational update — company said Q4 revenue grew ~27% and exceeded prior guidance, which underpinned optimism and drove price strength after the print. TheMarketIsOpen: Q4 momentum
• Neutral Sentiment: Earnings materials available — the full Q4/FY2025 results, earnings call transcript and press materials were published (useful for deeper due diligence). Yahoo Finance: Q4 earnings call transcript
• Neutral Sentiment: Reported short-interest data in March appears inconsistent/zero in public feeds (0 shares / NaN changes) — does not provide a clear short-squeeze signal. (No reliable link available.)
• Negative Sentiment: Weaker FY2026 guidance — management guided revenue to $51.0M–$52.0M versus consensus ~ $65M, which is the primary negative catalyst pressuring the stock despite the quarter beat. Benzinga: Q4 beat, guidance below estimates
• Negative Sentiment: Analyst actions — HC Wainwright cut its price target from $30 to $15 (still a Buy), and Northland trimmed its Q1 EPS estimate modestly (from $0.04 to $0.03), which reduces near-term upside expectations. Benzinga: PT change MarketBeat: Analyst note

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. Weiss Ratings reissued a “hold (c-)” rating on shares of Brainsway in a research report on Monday, December 29th. Northland Securities set a $15.00 target price on shares of Brainsway in a research note on Thursday, January 22nd. HC Wainwright reduced their price target on Brainsway from $30.00 to $15.00 and set a “buy” rating for the company in a report on Thursday. Finally, Wall Street Zen raised Brainsway from a “hold” rating to a “buy” rating in a research report on Saturday, March 7th. Two research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $15.00.

Hedge Funds Weigh In On Brainsway

Large investors have recently modified their holdings of the stock. Essex Investment Management Co. LLC grew its stake in Brainsway by 3.2% in the 3rd quarter. Essex Investment Management Co. LLC now owns 310,684 shares of the company’s stock valued at $4,682,000 after buying an additional 9,744 shares during the last quarter. ARK Investment Management LLC acquired a new stake in Brainsway during the fourth quarter worth approximately $2,422,000. Y.D. More Investments Ltd lifted its position in Brainsway by 559.8% during the fourth quarter. Y.D. More Investments Ltd now owns 114,962 shares of the company’s stock worth $2,187,000 after acquiring an additional 97,537 shares during the last quarter. Two Sigma Investments LP boosted its holdings in shares of Brainsway by 25.2% during the third quarter. Two Sigma Investments LP now owns 102,902 shares of the company’s stock worth $1,551,000 after acquiring an additional 20,706 shares during the period. Finally, Legato Capital Management LLC boosted its holdings in shares of Brainsway by 9.3% during the fourth quarter. Legato Capital Management LLC now owns 97,376 shares of the company’s stock worth $1,852,000 after acquiring an additional 8,295 shares during the period. 30.11% of the stock is owned by institutional investors.

Brainsway Price Performance

The company has a market cap of $538.88 million, a price-to-earnings ratio of 54.96 and a beta of 1.20. The firm has a 50-day moving average price of $12.04 and a 200 day moving average price of $9.48.

Brainsway Company Profile

Brainsway Ltd is a medical device company specializing in non-invasive neuromodulation therapies. Publicly traded on the NASDAQ under the symbol BWAY, the company develops and commercializes deep transcranial magnetic stimulation (Deep TMS) systems designed to treat a range of neuropsychiatric and neurological disorders. Brainsway’s technology aims to offer an alternative or complement to traditional pharmacological therapies by targeting precise brain regions with its patented coil designs.

The company’s flagship Deep TMS platform utilizes proprietary H-coil arrays engineered to reach deeper cortical structures than conventional TMS devices.