Upside case
Bull case
—
The bull case requires both strong earnings delivery and the market pricing BBIO more generously than it does today.
Analysis OverviewBuyUpdated May 1, 2026
BridgeBio Pharma, Inc. (BBIO) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
26
analysts
25 bullish · 0 bearish · 26 covering BBIO
Strong Buy
0
Buy
25
Hold
1
Sell
0
Strong Sell
0
Consensus Target
$101
+47.7% vs today
Scenario Range
— – —
Model bear to bull value window
Coverage
26
Published analyst ratings
Valuation Context
—
Forward P/E · Market cap $13.3B
BBIO price targets
Three scenarios for where BBIO stock could go
Current
~$68
Confidence
34 / 100
Updated
May 1, 2026
Market caseClosest to today
Base case
—
The base case reflects analyst consensus expectations — steady delivery without requiring a major catalyst or re-rating.
Stress case
Bear case
—
The bear case reflects a scenario where earnings shortfalls or multiple compression combine to materially reduce the stock from its current level.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
BridgeBio Pharma, Inc.
BBIO · NASDAQHealthcareBiotechnologyDecember year-end
BridgeBio Pharma is a biopharmaceutical company focused on discovering and developing precision medicines for genetic diseases. It generates revenue primarily through drug development partnerships and potential future product sales — though currently in pre-revenue stage with multiple programs in clinical trials. The company's key advantage is its efficient hub-and-spoke operating model that allows rapid development of targeted therapies for rare genetic conditions.
Market Cap
$13.3B
Revenue TTM
$502M
Net Income TTM
-$729M
Net Margin
-145.3%
BBIO Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
33%Exceptional
12 quarters tracked
Revenue Beat Rate
42%Exceptional
vs consensus estimates
Avg EPS Surprise
-0.9%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Last 4 Quarters
EPS beats: 1 of 4Q2 2025
EPS
$-0.88/$-1.00
Revenue
$117M/$68M
Q3 2025
EPS
$-0.95/$-0.83
Revenue
$111M/$108M
Q4 2025
EPS
$-0.95/$-0.88
Revenue
$121M/$148M
Q1 2026
EPS
$-1.00/$-0.71
Revenue
$154M/$147M
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q2 2025 | $-0.88/$-1.00 | +12.0% | $117M/$68M | +70.5% |
| Q3 2025 | $-0.95/$-0.83 | -14.5% | $111M/$108M | +2.3% |
| Q4 2025 | $-0.95/$-0.88 | -8.0% | $121M/$148M | -18.5% |
| Q1 2026 | $-1.00/$-0.71 | -40.2% | $154M/$147M | +5.0% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$775M
+54.3% YoY
FY2
$1.1B
+45.6% YoY
EPS Outlook
FY1
$-1.73
+53.1% YoY
FY2
$-1.15
+33.8% YoY
Trailing FCF (TTM)-$458M
FCF Margin: -91.1%
Next Earnings
—
Expected EPS
—
Expected Revenue
—
BBIO beat EPS estimates in 1 of 4 tracked quarters. Mixed delivery makes the upcoming report a key data point for re-rating.
BBIO Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $502M
Product Mix
Latest annual revenue by segment or product family
Product
72.2%
+9453.6% YoY
Tap, hover, or focus a slice to inspect segment detail.
Geographic Mix
Latest annual revenue by reported region
Segment breakdown not available for this company.
Product is the largest disclosed segment at 72.2% of FY 2025 revenue, up 9453.6% YoY.
BBIO Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Significantly Undervalued
Fair value est. $201 — implies +193.2% from today's price.
Upside to Fair Value
193.2%
potential upside
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
BBIO
-18.0x
vs
S&P 500
25.2x
171% discount
vs Healthcare Trailing P/E
BBIO
-18.0x
vs
Healthcare
22.1x
181% discount
vs BBIO 5Y Avg P/E
Today
-18.0x
vs
5Y Average
—
Benchmark unavailable
Forward PE
—
S&P 500
19.1x
—
Healthcare
19.0x
—
5Y Avg
—
—
Trailing PE
-18.0x
S&P 500
25.2x
-171%
Healthcare
22.1x
-181%
5Y Avg
—
—
PEG Ratio
—
S&P 500
1.75x
—
Healthcare
1.52x
—
5Y Avg
—
—
EV/EBITDA
—
S&P 500
15.3x
—
Healthcare
14.1x
—
5Y Avg
—
—
Price/FCF
—
S&P 500
21.3x
—
Healthcare
18.7x
—
5Y Avg
—
—
Price/Sales
26.4x
S&P 500
3.1x
+743%
Healthcare
2.8x
+827%
5Y Avg
25.5x
+4%
Dividend Yield
—
S&P 500
1.88%
—
Healthcare
1.40%
—
5Y Avg
—
—
| Metric | BBIO | S&P 500 | Healthcare | 5Y Avg BBIO |
|---|---|---|---|---|
| Forward PE | — | 19.1x | 19.0x | — |
| Trailing PE | -18.0x | 25.2x-171% | 22.1x-181% | — |
| PEG Ratio | — | 1.75x | 1.52x | — |
| EV/EBITDA | — | 15.3x | 14.1x | — |
| Price/FCF | — | 21.3x | 18.7x | — |
| Price/Sales | 26.4x | 3.1x+743% | 2.8x+827% | 25.5x |
| Dividend Yield | — | 1.88% | 1.40% | — |
BBIO trades above S&P 500 benchmarks on 1 of 2 measured multiples — is elevated on some multiples, but competitive on others — a mixed valuation picture.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolBBIO Financial Health
Verdict
Stressed
Key financial metrics for BBIO are shown below.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$502M
Revenue Growth
TTM vs prior year
+126.3%
Gross Margin
Gross profit as a share of revenue
94.4%
Operating Margin
Operating income divided by revenue
-113.3%
Net Margin
Net income divided by revenue
-145.3%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$-3.70
Free Cash Flow (TTM)
Cash generation after capex
-$458M
FCF Margin
FCF as share of revenue — the primary cash quality signal
-91.1%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
—
ROA
Return on assets, trailing twelve months
-77.9%
Cash & Equivalents
Liquid assets on the balance sheet
$570M
Net Cash
Cash exceeds total debt — no net leverage
$560M
Debt Serviceability
Net debt as a multiple of annual free cash flow
Net cash ✓
ROE
Return on equity, trailing twelve months
—
Shareholder Returns
How capital is returned to owners
Total shareholder yield
0.4%
Dividend
—
Buyback
0.4%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$48M
Dividend / Share
Annualized trailing dividend per share
—
Payout Ratio
Share of earnings distributed as dividends
—
Shares Outstanding
Declining as buybacks retire shares
197M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageBBIO Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated April 29, 2026
High Risk
Pipeline Uncertainty
BridgeBio Pharma relies heavily on a pipeline of drug candidates, with no currently approved products on the market. This creates significant uncertainty regarding future revenue streams and the success of its research and development efforts.
High Risk
Financial Weakness
The company's financial strength is rated poorly, posing a potential risk for investors. BridgeBio has negative shareholders' equity, which could impact its ability to fund operations and growth.
High Risk
Insider Selling Activity
Significant insider selling has been observed, with insiders selling approximately $27.7 million worth of shares in the past three months without any corresponding purchases. This could indicate a lack of confidence from those closest to the company.
Medium
Regulatory Uncertainty
While some products like HypoThermosol® are not subject to specific FDA pre-market approval, there is no assurance that FDA approval won't be required in the future for other products. This uncertainty could impact the company's ability to bring products to market.
Medium
Market Volatility
BBIO's stock is subject to market volatility, and a general 'risk-off' sentiment can put pressure on its shares. This is particularly relevant during periods when traders reassess optimism around key events like patent trials.
Medium
Dependence on Drug Candidates
BridgeBio's lack of diversification and heavy dependence on specific drug candidates, such as Attruby for achondroplasia, poses a significant risk. Failure of these candidates could severely impact the company's financial health.
Lower
High Valuation
BBIO's high P/S ratio suggests that investors are paying a premium for its sales, indicating high growth expectations that may not be met. Some analysts consider the stock to be slightly overvalued, which could lead to price corrections.
Lower
Competitive Landscape
The biopharmaceutical industry is highly competitive, and BridgeBio faces significant competition for its drug candidates. This competition could hinder the company's ability to capture market share and achieve projected revenues.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why BBIO Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated April 29, 2026
Attruby's Strong Launch and Market Potential
Attruby (acoramidis), a treatment for transthyretin amyloid cardiomyopathy (ATTR-CM), has exceeded revenue expectations, with Q1 revenue tripling analyst estimates. Analysts project significant revenue growth for the drug in 2025 and 2026, positioning it as best-in-class for an underserved heart-failure population.
Promising Pipeline and Future Catalysts
BridgeBio has a diverse pipeline with four late-stage programs targeting Mendelian disorders, oncology, and gene therapy. The company has filed an NDA for BBP-418, an oral therapy for limb-girdle muscular dystrophy type 2I/R9, with future FDA approvals anticipated for encaleret and ribitol, potentially leading to significant profitability by 2027.
Positive Analyst Sentiment
A significant majority of analysts covering BBIO have a 'Buy' or 'Strong Buy' rating, indicating strong confidence in the stock. The consensus price target suggests considerable upside potential, driven by the company's robust pipeline and revenue potential from its drugs.
Financial Stability
Despite current losses, BridgeBio maintains a healthy liquidity cushion with substantial cash reserves, enabling continued investment in R&D and commercialization. The company also boasts a high gross margin, supporting its financial stability.
Long-Term Momentum
While short-term trading may show mixed returns, the stock has demonstrated strong long-term performance, with significant total shareholder returns over the past year and three years.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
BBIO Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$68.09
52W Range Position
68%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$31.77
+114.3% from the low
52-Week High
$84.94
-19.8% from the high
1 Month
-5.80%
3 Month
+0.06%
YTD
-13.0%
1 Year
+84.3%
3Y CAGR
+71.4%
5Y CAGR
+6.5%
10Y CAGR
+9.5%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
BBIO vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
—
vs 17.0x median
Peer median unavailable
Revenue Growth
+54.3%
vs -5.0% median
+1178% above peer median
Net Margin
-145.3%
vs -81.0% median
-79% below peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
BBI BBIO BridgeBio Pharma, Inc. | $13.3B | — | +54.3% | -145.3% | Buy | +47.7% |
KYM KYMR Kymera Therapeutics, Inc. | $7.0B | — | -16.7% | -612.2% | Buy | +35.7% |
ARR ARRY Array Technologies, Inc. | $1.2B | 11.6x | +17.1% | -5.6% | Buy | +12.9% |
RCU RCUS Arcus Biosciences, Inc. | $2.6B | — | -5.0% | -156.4% | Buy | +15.4% |
PRA PRAX Praxis Precision Medicines, Inc. | $7.6B | — | -25.7% | — | Buy | +61.1% |
VRT VRTX Vertex Pharmaceuticals Incorporated | $108.8B | 22.3x | +8.1% | 35.4% | Buy | +29.1% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
BBIO Dividend and Capital Return
BBIO returns 0.4% annually — null% through dividends and 0.4% through buybacks.
Dividend UnknownFCF Unknown
Total Shareholder Yield
0.4%
Dividend + buyback return per year
Buyback Yield
0.4%
Dividend Yield
—
Payout Ratio
—
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$0.00
Growth Streak
Consecutive years of dividend increases
0Y
3Y Div CAGR
—
5Y Div CAGR
—
Ex-Dividend Date
—
Payment Cadence
—
0 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$48M
Estimated Shares Retired
709.0K
Approx. Share Reduction
0.4%
Shares Outstanding
Current diluted share count from the screening snapshot
197M
FAQ
7 questionsBBIO Investor Questions
Common questions answered from live analyst data and company financials.
01Is BridgeBio Pharma, Inc. (BBIO) stock a buy or sell in 2026?
BridgeBio Pharma, Inc. (BBIO) is rated Buy by Wall Street analysts as of 2026. Of 26 analysts covering the stock, 25 rate it Buy or Strong Buy, 1 rate it Hold, and 0 rate it Sell or Strong Sell. The consensus 12-month price target is $101, implying +47.7% from the current price of $68.
02What is the BBIO stock price target for 2026?
The Wall Street consensus price target for BBIO is $101 based on 26 analyst estimates. The high-end target is $157 (+130.6% from today), and the low-end target is $83 (+21.9%).
03Is BridgeBio Pharma, Inc. (BBIO) stock overvalued in 2026?
Forward earnings data for BBIO is not currently available. Review the valuation table above for trailing P/E, EV/EBITDA, and price-to-sales comparisons against market and sector benchmarks.
04What are the main risks for BridgeBio Pharma, Inc. (BBIO) stock in 2026?
The primary risks for BBIO in 2026 are: (1) Pipeline Uncertainty — BridgeBio Pharma relies heavily on a pipeline of drug candidates, with no currently approved products on the market. (2) Financial Weakness — The company's financial strength is rated poorly, posing a potential risk for investors. (3) Insider Selling Activity — Significant insider selling has been observed, with insiders selling approximately $27. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is BridgeBio Pharma, Inc.'s revenue and earnings forecast?
Analyst consensus estimates BBIO will report consensus revenue of $775M (+54.3% year-over-year) and EPS of $-1.73 (+53.1% year-over-year) for the upcoming fiscal year. The following year, analysts project $1.1B in revenue.
06When does BridgeBio Pharma, Inc. (BBIO) report its next earnings?
A confirmed upcoming earnings date for BBIO is not yet available. Check the Earnings section above for the most recent quarterly report dates and forward estimates.
07How much free cash flow does BridgeBio Pharma, Inc. generate?
BridgeBio Pharma, Inc. (BBIO) had a free cash outflow of $458M in free cash flow over the trailing twelve months — a free cash flow margin of 91.1%. BBIO returns capital to shareholders through and share repurchases ($48M TTM).