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AI Earnings Predictions for Beta Bionics Inc. (BBNX)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

BUY

1-Day Prediction

+17.12%

$17.77

100% positive prob.

5-Day Prediction

+12.68%

$17.09

100% positive prob.

20-Day Prediction

+40.83%

$21.36

95% positive prob.

Price at prediction: $15.17 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q2 2026

Earnings Transcripts

SEC 8-K filings with transcript text

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2026
Q2

Q2 2026 Earnings

8-K BUY

Jul 29, 2026 · 100% conf.

AI Prediction BUY

1D

+17.12%

$17.77

Act: -5.93%

5D

+12.68%

$17.09

Act: -8.31%

20D

+40.83%

$21.36

Price: $15.17 Prob +5D: 100% AUC: 1.000
0001171843-26-005010

EX-99.1

2 exh_991.htm

PRESS RELEASE

EdgarFiling

EXHIBIT 99.1

Beta Bionics Announces Second Quarter 2026 Financial Results and Updates Full Year 2026 Guidance

IRVINE, Calif., July 29, 2026 (GLOBE NEWSWIRE) -- Beta Bionics, Inc. (Nasdaq: BBNX), a pioneering leader in the development of advanced diabetes management solutions, today reported its financial results for the quarter ended June 30, 2026 and updated its full year guidance for the year ending December 31, 2026.

Second Quarter 2026 Financial Highlights & Key Metrics

Net sales of $32.0 million, up 38% compared to $23.2 million in the second quarter of 2025. Durable Medical Equipment (DME) channel net sales of $20.4 million, up 9% compared to $18.6 million in the second quarter of 2025. Pharmacy Benefit Plan (PBP) channel net sales of $11.6 million, up 153% compared to $4.6 million in the second quarter of 2025. Gross margin of 59.0%, up 524 basis points compared to 53.8% in the second quarter of 2025. New patient starts increased by at least 10% but less than 20% sequentially versus the first quarter of 2026. 69% of new patient starts came from multiple daily injections (MDI). High 30s percentage of new patient starts reimbursed through the PBP channel. Loss from operations of $25.6 million, or negative 80% of sales, compared to $19.9 million or negative 86% of sales in the second quarter of 2025. Net loss of $23.4 million, or negative 73% of sales, compared to $16.9 million or negative 73% of sales in the second quarter of 2025. Adjusted EBITDA(1) of negative $17.7 million, or negative 55% of sales, compared to negative $14.5 million or negative 63% of sales in the second quarter of 2025. $225.2 million in cash, cash equivalents, short and long-term investments as of June 30, 2026.

(1) See “Non-GAAP Financial Measures” below for additional information. A reconciliation of the non-GAAP financial measure to its most directly comparable GAAP financial measure can be found in Table D.

Recent Strategic Highlights

In July, initiated enrollment for a pivotal trial studying the iLet in adults with type 2 diabetes in the U.S. Beta Bionics expects to expand iLet’s indications for use to adults with type 2 diabetes in the U.S. around mid-year 2027, subject to regulatory clearance by the FDA. Announced updated expectations to fully commercialize Mint, Beta Bionics’ patch pump in development, by the end of the second quarter of 2027, subject to regulatory clearance by the U.S. Food and Drug Administration (FDA). The company expects Mint manufacturing capacity to meet anticipated demand at full launch. Published a near real-time real-world data dashboard publicly available on the company’s website, setting a new standard for data transparency in the Automated Insulin Delivery category. In its most recent Phase 2a feasibility trial in New Zealand initiated in the first quarter of 2026 for the bihormonal system in development, the company identified opportunities to improve the glucagon asset’s excipient profile and the bihormonal dosing algorithm, with improvements expected to take less than one year prior to initiating additional feasibility trials. 2026 Full Year Guidance

Estimated total revenue of approximately $131 million to $136 million (no change versus previous guidance). Estimated 37% to 39% of new patient starts reimbursed through the PBP channel (no change versus previous guidance). Estimated gross margin of 58.5% to 59.5% (previously 57.5% to 59.5%).

Webcast & Conference Call Details

Beta Bionics will host a conference call and concurrent webcast today at 4:30 pm Eastern Time (1:30 pm Pacific Time), to review the company’s second quarter 2026 performance. The link to the webcast will be available on the Company’s website in the “Investors—Events & Presentations” section at https://investors.betabionics.com, and will be archived there for future replay. To access the live call by phone, please use the following link, which will provide you with dial-in details and a personal pin: https://register-conf.media-server.com/register/BI3bd9f03fbd0f42bcb9f566c242240033

Non-GAAP Financial Measures

Beta Bionics, Inc. (the “Company”) prepares and presents the Company’s financial statements in accordance with U.S. Generally Accepted Accounting Principles (GAAP). The Company believes adjusted EBITDA as a non-GAAP measure is useful in evaluating the Company’s operating performance and uses adjusted EBITDA to evaluate ongoing operations and for internal planning and forecasting purposes. The Company believes that this non-GAAP financial measure, when taken together with the corresponding GAAP financial measures, provide meaningful supplemental information regarding the Company’s performance by excluding certain items that may not be indicative of the Company’s business, results of operations, or outlook. However, non-GAAP financial information is presented for supplemental informational purposes only, has limitations as an analytical tool and should not be

2026
Q1

Q1 2026 Earnings

8-K

Apr 21, 2026

0001171843-26-002614

EX-99.1

2 exh_991.htm

PRESS RELEASE

EdgarFiling

EXHIBIT 99.1

Beta Bionics Announces First Quarter 2026 Financial Results and Raises Full Year 2026 Guidance

IRVINE, Calif., April 21, 2026 (GLOBE NEWSWIRE) -- Beta Bionics, Inc. (Nasdaq: BBNX), a pioneering leader in the development of advanced diabetes management solutions, today reported its financial results for the quarter ended March 31, 2026 and raised its full year guidance for the year ending December 31, 2026.

First Quarter 2026 Financial Highlights & Key Metrics

Net sales of $27.6 million, up 57% compared to $17.6 million in the first quarter of 2025. Durable Medical Equipment (DME) channel net sales of $16.9 million, up 22% compared to $13.8 million in the first quarter of 2025. Pharmacy Benefit Plan (PBP) channel net sales of $10.7 million, up 181% compared to $3.8 million in the first quarter of 2025. Gross margin of 59.5%, up 864 basis points compared to 50.9% in the first quarter of 2025. New patient starts declined by at least 10% but less than 20% sequentially versus the fourth quarter of 2025. 70% of new patient starts came from multiple daily injections (MDI). High 30s percentage of new patient starts reimbursed through the PBP channel. Loss from operations of $24.3 million, or negative 88% of sales, compared to $18.6 million or negative 106% of sales in the first quarter of 2025. Net loss of $21.9 million, or negative 79% of sales, compared to $28.7 million or negative 162% of sales in the first quarter of 2025. Adjusted EBITDA(1) of negative $17.7 million, or negative 64% of sales, compared to negative $15.5 million or negative 88% of sales in the first quarter of 2025. $239.5 million in cash, cash equivalents, short and long-term investments as of March 31, 2026.

(1) See “Non-GAAP Financial Measures” below for additional information. A reconciliation of the non-GAAP financial measure to its most directly comparable GAAP financial measure can be found in Table D.

Recent Strategic Highlights

In March 2026, launched Bionic Insights™ feature within the Bionic Reports healthcare provider portal. Intelligent data analytics and reporting feature designed to help healthcare providers make more informed, personalized treatment recommendations for people living with diabetes. In Q1 2026, initiated a Phase 2a feasibility trial in New Zealand for the bihormonal system in development, including the glucagon asset, pump, and dosing algorithms.

2026 Full Year Guidance

Estimated total revenue of approximately $131 million to $136 million (previously $130 million to $135 million). Estimated 37% to 39% of new patient starts reimbursed through the PBP channel (previously 36% to 38%). Estimated gross margin of 57.5% to 59.5% (previously 55.5% to 57.5%)

Webcast & Conference Call Details

Beta Bionics will host a conference call and concurrent webcast today at 4:30 pm Eastern Time (1:30 pm Pacific Time), to review the company’s first quarter 2026 performance. The link to the webcast will be available on the Company’s website in the “Investors—Events & Presentations” section at https://investors.betabionics.com, and will be archived there for future replay. To access the live call by phone, please use the following link, which will provide you with dial-in details and a personal pin: https://register-conf.media-server.com/register/BI9e198d2306384b3c88c83ffa25a93bcc.

Non-GAAP Financial Measures

Beta Bionics, Inc. (the “Company”) prepares and presents the Company’s financial statements in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”). The Company believes adjusted EBITDA as a non-GAAP measure is useful in evaluating the Company’s operating performance and uses adjusted EBITDA to evaluate ongoing operations and for internal planning and forecasting purposes. The Company believes that this non-GAAP financial measure, when taken together with the corresponding GAAP financial measures, provide meaningful supplemental information regarding the Company’s performance by excluding certain items that may not be indicative of the Company’s business, results of operations, or outlook. However, non-GAAP financial information is presented for supplemental informational purposes only, has limitations as an analytical tool and should not be considered in isolation or as a substitute for financial information presented in accordance with GAAP. In addition, other companies, including companies in the Company’s industry, may calculate similarly-titled non-GAAP measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of the Company’s non-GAAP financial measures as tools for comparison. A reconciliation is provided below for adjusted EBITDA to the most directly comparable financial measure stated in accordance with GAAP in Table D below.

The Company calculates adjusted EBITDA as net loss adjusted to exclude (i) depreciation expense, (ii) stock-based compensation expense, (iii) inte

2025
Q4

Q4 2025 Earnings

8-K

Feb 17, 2026

0001171843-26-000859

EX-99.1

2 exh_991.htm

PRESS RELEASE

EdgarFiling

EXHIBIT 99.1

Beta Bionics Announces Fourth Quarter and Full Year 2025 Financial Results and Introduces Annual Guidance for Full Year 2026

IRVINE, Calif., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Beta Bionics, Inc. (Nasdaq: BBNX), a pioneering leader in the development of advanced diabetes management solutions, today reported its financial results for the quarter and year ended December 31, 2025 and introduced its annual guidance for the year ending December 31, 2026.

Fourth Quarter 2025 Financial Highlights & Key Metrics

Net sales of $32.1 million, up 57% compared to $20.4 million in the fourth quarter of 2024.

Durable Medical Equipment (DME) channel net sales of $22.3 million, up 24% compared to $18.0 million in the fourth quarter of 2024. Pharmacy Benefit Plan (PBP) channel net sales of $9.8 million, up 295% compared to $2.5 million in the fourth quarter of 2024.

Gross margin of 59.0%, up 179 basis points compared to 57.2% in the fourth quarter of 2024. Installed customer base (calculated as all new patient starts over a rolling four-year period) of 35,011 users, up 129% compared to 15,298 in the fourth quarter of 2024. 5,592 new patient starts, up 37% compared to 4,084 new patient starts in the fourth quarter of 2024.

69% of new patient starts came from multiple daily injections (MDI). Low-30s percentage of new patient starts reimbursed through the PBP channel.

Full Year 2025 Financial Highlights & Key Metrics

Net sales of $100.3 million, up 54% compared to $65.1 million in the prior year.

DME channel net sales of $75.8 million, up 29% compared to $58.8 million in the prior year. PBP channel net sales of $24.4 million, up 287% compared to $6.3 million in the prior year.

Gross margin of 55.4%, up 29 basis points compared to 55.1% in the prior year. 19,713 new patient starts, up 52% compared to 12,994 new patient starts in the prior year.

70% of new patient starts came from MDI. High-20s percentage of new patient starts reimbursed through the PBP channel.

Recent Strategic Highlights

Completed first-in-human Phase 2a feasibility trial in New Zealand for the bihormonal system in development, including the glucagon asset, pump, and dosing algorithms.

The company expects to initiate an additional Phase 2a feasibility trial in the first half of 2026 to prepare the system for the more advanced stages of development. Following completion of the Phase 2a feasibility trial, the company expects to progress to Phase 2b, which is anticipated to be a pivotal trial-enabling, more robust feasibility trial compared to previous Phase 2a trials.

“Beta Bionics exists to deliver solutions to people with diabetes that reduce burden, expand access, and ultimately improve outcomes at the population level. We believe our performance throughout 2025 is strongly indicative that we are on the right track. Beta Bionics has established itself as a key leader in the durable insulin pump market, as evidenced by our sales force productivity, pharmacy channel coverage, and gross margin profile,” said Sean Saint, Beta Bionics’ President and Chief Executive Officer. “The company continues to innovate rapidly on its R&D pipeline, including our Mint patch pump program and bihormonal program, the latter of which reached a critical milestone in Q4 upon completion of the first-in-human Phase 2a feasibility trial. As we look ahead to 2026, we believe the company is well-positioned to grow its leadership in the durable insulin pump market while advancing our pipeline initiatives that have clear potential to revolutionize care for people with diabetes in the years to come.”

2026 Full Year Guidance

Estimated total revenue of approximately $130 million to $135 million Estimated 36% to 38% of new patient starts reimbursed through the PBP channel Estimated gross margin of 55.5% to 57.5%

Fourth Quarter 2025 Additional Financial Results

Loss from operations of $16.1 million, or negative 50% of sales, compared to $13.0 million or negative 64% of sales in the fourth quarter of 2024. Net loss of $13.5 million, or negative 42% of sales, compared to $18.1 million or negative 89% of sales in the fourth quarter of 2024. Adjusted EBITDA(1) of negative $10.5 million, or negative 33% of sales, compared to negative $11.3 million or negative 55% of sales in the fourth quarter of 2024. $264.7 million in cash, cash equivalents, short and long-term investments as of December 31, 2025.

Full Year 2025 Additional Financial Results

Loss from operations of $71.7 million, or negative 72% of sales, compared to $45.3 million or negative 69% of sales in the prior year. Net loss of $73.2 million, or negative 73% of sales, compared to $54.8 million or negative 84% of sales in the prior year. Adjusted EBITDA(1) of negative $52.8 million, or negative 53% of sales, compared to negative $37.7 million or negative 58% of sales in the prior year.

(1) See “Non-GAAP Financial Measures” below for additional information. A r

About Beta Bionics Inc. (BBNX) Earnings

This page provides Beta Bionics Inc. (BBNX) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on BBNX's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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