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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

+16.90%

$25.08

99% positive prob.

5-Day Prediction

+12.52%

$24.14

99% positive prob.

20-Day Prediction

+40.32%

$30.11

94% positive prob.

Price at prediction: $21.45 Confidence: 97.5% Model AUC: 1.0000 Quarter: Q3 2026

Historical Earnings Predictions

Quarter Signal 1D Return 5D Return 20D Return Confidence Actual 5D
Q3 2026 BUY +16.90% +12.52% +40.32% 97.5% Pending
Q2 2026 BUY +17.12% +12.68% +40.83% 100.0% -8.31%

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q3

Q3 2026 Earnings

8-K BUY

Oct 27, 2026 · 97% conf.

AI Prediction BUY

1D

+16.90%

$25.08

Act: -16.55%

5D

+12.52%

$24.14

20D

+40.32%

$30.11

Price: $21.45 Prob +5D: 99% AUC: 1.000
0001171843-26-006856

EX-99.1

2 exh_991.htm

PRESS RELEASE

EdgarFiling

EXHIBIT 99.1

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

IRVINE, Calif., Oct. 27, 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 September 30, 2026 and updated its full year guidance for the year ending December 31, 2026.

Third Quarter 2026 Financial Highlights & Key Metrics

Net sales of $35.5 million, up 30% compared to $27.3 million in the third quarter of 2025. Durable Medical Equipment (DME) channel net sales of $21.9 million, up 4% compared to $21.0 million in the third quarter of 2025. Pharmacy Benefit Plan (PBP) channel net sales of $13.6 million, up 118% compared to $6.2 million in the third quarter of 2025. Gross margin of 57.3%, up 179 basis points compared to 55.5% in the third quarter of 2025. New patient starts increased by a mid-single digit percentage versus the second 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 $26.6 million, or negative 75% of sales, compared to $17.0 million or negative 63% of sales in the third quarter of 2025. Net loss of $24.4 million, or negative 69% of sales, compared to $14.2 million or negative 52% of sales in the third quarter of 2025. Adjusted EBITDA(1) of negative $18.9 million, or negative 53% of sales, compared to negative $12.2 million or negative 45% of sales in the third quarter of 2025. $373.6 million in cash, cash equivalents, short and long-term investments as of September 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

Announced FDA clearance of Mint™ and expectations for full U.S. commercial launch of Mint in the first quarter of 2027, with anticipated manufacturing capacity to produce at least 1.5 million total disposable units in the full year 2027. Completed public offering of common stock, raising approximately $161.3 million in net proceeds to the Company. Unveiled 3D Intelligence™ as the Company’s next-generation insulin dosing algorithm. Following recent interactions with the U.S. Food and Drug Administration (FDA), the Company has withdrawn its 510(k) application for 3D Intelligence. Beta Bionics will provide, in a revised 510(k), additional simulator validation data. The company intends to submit this revised 510(k) in mid-Q4 2026. The Company expects to commercialize 3D Intelligence in the United States as iLet 3D™ and Mint 3D™ in the first half of 2027, with the potential for an earlier launch in the fourth quarter of 2026, subject to regulatory clearance by the FDA. Completed enrollment for the U.S. pivotal trial studying the iLet in adults with type 2 diabetes. Company reiterates expectations to expand iLet’s indications for use to adults with type 2 diabetes in the United States around mid-year 2027, subject to regulatory clearance by the FDA. In the fourth quarter of 2026, the Company intends to initiate a pivotal trial studying a next-generation fully-closed loop (FCL) algorithm in adults with type 1 and type 2 diabetes. The FCL algorithm in development is characterized by the complete removal of a meal announcement feature, with the only required input being the user’s body weight at pump initialization. Announced agreement to integrate the iLet and Mint with Senseonics’ Eversense® 365 continuous glucose monitoring system. Commercial launch of the integrated iLet and Eversense 365 system expected in the fourth quarter of 2026.

2026 Full Year Guidance

Estimated total revenue of approximately $124 million to $126 million (previously $121 million to $126 million). Revenue guidance reflects a potential revenue deferral impact of up to $8.5 million in the fourth quarter of 2026 as new prospective iLet users could choose to await the launch of Mint. During the full year 2027, the Company expects Mint to recapture any revenue lost in the fourth quarter of 2026. 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% (no change versus previous guidance).

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 third 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-

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

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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