Analyst Consensus ?
ConsensusBuy27 ratings
Bullish2488.9%
Neutral311.1%
Bearish00.0%
BridgeBio Pharma, Inc. · BBIO · FY2025 Q3 · Calendar Q4 2025
BridgeBio’s growth case rests on Attruby and pipeline execution
The supplied analysis supports a constructive but conditional growth thesis: Attruby’s commercial momentum and positive late-stage pipeline data provide evidence of demand and product progress, while approvals, payer acceptance, competition, and launch execution determine whether that momentum converts into durable growth.
Reported After market closeNASDAQHealthcare
$13.11B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$-0.95
Consensus $-0.88
EPS surprise
-8.0%
Reported versus consensus
Reported revenue
$120.7M
Consensus $148.2M
Revenue surprise
-18.5%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-4.9%
Event window
SPY move
-1.1%
Same window
Abnormal move
-3.8%
Stock minus SPY
Volume
2.0×
Versus trailing sessions
Subsequent drift
+13.6%
Up to 20 sessions
BBIOSPY benchmark
Ask FN2 about BBIO FY2025 Q3
Transcript, numbers and history already loaded
Why did BBIO fall 4.9% after missing EPS estimates in FY2025 Q3?What changed in BBIO's guidance and outlook in FY2025 Q3?Give me the bull and bear case for BBIO after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, the narrative has shifted from pipeline anticipation toward evidence of multiple positive late-stage readouts and continued Attruby adoption. The core risks remain competition, market access, regulatory timing, and execution.
Guidance delta
The supplied analysis describes guidance sentiment as maintained; no change is identified.
Key takeaways
- Attruby remains the central commercial growth driver, supported by diagnosis, prescriber adoption, and international expansion.
- Positive late-stage readouts strengthen the pipeline narrative, but commercialization still depends on approvals, access, and launch execution.
- The thesis is supported by product momentum and pipeline progress, while competition and payer dynamics remain material counterweights.
Management priorities
- Expand Attruby diagnosis, prescriber adoption, access, and global commercialization.
- Advance regulatory and launch preparation for encaleret, BBP-418, and infigratinib.
- Generate real-world evidence and additional clinical data to support market positioning.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$67.25Current
$17Low
$87.47Average
$157High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| HC Wainwright & Co. | Buy | Buy | Maintain | Sep 10, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Sep 1, 2026 |
| Truist Securities | Buy | Buy | Maintain | Aug 12, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 12, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Aug 12, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Aug 11, 2026 |
| TD Cowen | Buy | Buy | Maintain | Aug 11, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Aug 11, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Aug 11, 2026 |
| B of A Securities | Buy | Buy | Maintain | Aug 11, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Jul 16, 2026 |
| Raymond James | Market Perform | Outperform | Downgrade | May 26, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | May 8, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Feb 25, 2026 |
| Leerink Partners | Outperform | Outperform | Maintain | Dec 15, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 31, 2025 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Oct 30, 2025 |
| UBS | Buy | Buy | Maintain | Sep 12, 2025 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Aug 6, 2025 |
| Jefferies | Hold | Buy | Downgrade | Jul 18, 2023 |
| SVB Securities | Outperform | Outperform | Maintain | Apr 13, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 6, 2023 |
| SVB Leerink | Outperform | Outperform | Maintain | Jan 23, 2023 |
| BTIG | Buy | Buy | Maintain | May 19, 2020 |
| H.C. Wainwright | Buy | Buy | Maintain | Apr 13, 2020 |
| Piper Jaffray | Overweight | Overweight | Maintain | Jul 22, 2019 |
| BMO Capital | Outperform | Outperform | Maintain | Jul 22, 2019 |
Named analyst price targets
Upside is calculated against the persisted current price $67.25. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Mizuho Securities | Analyst unavailable | $110 | $76.59 | +63.6% | Sep 1, 2026 |
| Truist Financial | Danielle Brill | $107 | $83.89 | +59.1% | Aug 12, 2026 |
| Canaccord Genuity | Analyst unavailable | $106 | $83.7 | +57.6% | Aug 12, 2026 |
| Cantor Fitzgerald | Josh Schimmer | $110 | $84.72 | +63.6% | Aug 11, 2026 |
| Morgan Stanley | Sean Laaman | $97 | $84.67 | +44.2% | Aug 11, 2026 |
| Wells Fargo | Derek Archila | $102 | $84.67 | +51.7% | Aug 11, 2026 |
| Piper Sandler | Analyst unavailable | $115 | $84.67 | +71.0% | Aug 11, 2026 |
| H.C. Wainwright | Analyst unavailable | $120 | $85.89 | +78.4% | Jul 13, 2026 |
| Mizuho Securities | Salim Syed | $96 | $68 | +42.8% | Jun 16, 2026 |
| Canaccord Genuity | Analyst unavailable | $104 | $63.88 | +54.6% | Jun 3, 2026 |
| Morgan Stanley | Analyst unavailable | $98 | $65.59 | +45.7% | May 28, 2026 |
| H.C. Wainwright | Analyst unavailable | $110 | $67.39 | +63.6% | May 11, 2026 |
| Evercore ISI | Analyst unavailable | $130 | $66.53 | +93.3% | May 8, 2026 |
| Bernstein | Analyst unavailable | $114 | $67.45 | +69.5% | May 8, 2026 |
| Truist Financial | Danielle Brill | $102 | $70.08 | +51.7% | Apr 29, 2026 |
| RBC Capital | Luca Issi | $100 | $74.14 | +48.7% | Apr 8, 2026 |
| Leerink Partners | Mani Foroohar | $98 | $68.77 | +45.7% | Mar 12, 2026 |
| Truist Financial | Danielle Brill | $95 | $65.75 | +41.3% | Feb 25, 2026 |
| H.C. Wainwright | Raghuram Selvaraju | $100 | $75.25 | +48.7% | Feb 17, 2026 |
| Tudor Pickering | William Pickering | $100 | $76.59 | +48.7% | Feb 13, 2026 |
| Oppenheimer | Trevor Allred | $83 | $76.22 | +23.4% | Feb 13, 2026 |
| Jefferies | Andrew Tsai | $100 | $76.06 | +48.7% | Feb 12, 2026 |
| Raymond James | Martin Auster | $89 | $77.74 | +32.3% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $157 | $77.87 | +133.5% | Jan 27, 2026 |
| Wells Fargo | Tiago Fauth | $88 | $76.26 | +30.9% | Jan 20, 2026 |
| Truist Financial | Analyst unavailable | $86 | $74.27 | +27.9% | Jan 8, 2026 |
| Morgan Stanley | Analyst unavailable | $96 | $73.42 | +42.8% | Jan 6, 2026 |
| Leerink Partners | Analyst unavailable | $86 | $74.59 | +27.9% | Dec 15, 2025 |
| Bernstein | Analyst unavailable | $94 | $72.7 | +39.8% | Dec 11, 2025 |
| Truist Financial | Analyst unavailable | $80 | $63.88 | +19.0% | Oct 30, 2025 |
| Oppenheimer | Analyst unavailable | $81 | $64.38 | +20.4% | Oct 30, 2025 |
| Piper Sandler | Analyst unavailable | $98 | $66.62 | +45.7% | Oct 30, 2025 |
| Goldman Sachs | Paul Choi | $100 | $66.62 | +48.7% | Oct 30, 2025 |
| H.C. Wainwright | Analyst unavailable | $90 | $65.73 | +33.8% | Oct 29, 2025 |
| H.C. Wainwright | Analyst unavailable | $80 | $63.33 | +19.0% | Oct 28, 2025 |
| Raymond James | Analyst unavailable | $69 | $63.2 | +2.6% | Oct 27, 2025 |
| Leerink Partners | Mani Foroohar | $68 | $63.61 | +1.1% | Oct 27, 2025 |
| H.C. Wainwright | Raghuram Selvaraju | $70 | $51.5 | +4.1% | Aug 29, 2025 |
| UBS | Eliana Merle | $72 | $38.36 | +7.1% | Apr 30, 2025 |
| Citigroup | David Lebowitz | $45 | $24.17 | -33.1% | Oct 24, 2024 |
| Leerink Partners | Mani Foroohar | $46 | $26.34 | -31.6% | Oct 17, 2024 |
| Piper Sandler | Biren Amin | $46 | $28.78 | -31.6% | Sep 11, 2024 |
| Mizuho Securities | Salim Syed | $53 | $29.92 | -21.2% | Sep 3, 2024 |
| Raymond James | Danielle Brill | $46 | $22.64 | -31.6% | Jun 24, 2024 |
| BMO Capital | Kostas Biliouris | $37 | $26.92 | -45.0% | Jun 5, 2024 |
| Wells Fargo | Tiago Fauth | $58 | $27.13 | -13.8% | Jun 5, 2024 |
| Goldman Sachs | Paul Choi | $50 | $27.61 | -25.7% | May 30, 2024 |
| UBS | Eliana Merle | $47 | $27.94 | -30.1% | May 28, 2024 |
| H.C. Wainwright | Raghuram Selvaraju | $43 | $30.09 | -36.1% | May 20, 2024 |
| Evercore ISI | Cory Kasimov | $50 | $28.5 | -25.7% | May 13, 2024 |
| J.P. Morgan | Analyst unavailable | $19 | $9.58 | -71.7% | Nov 18, 2022 |
| Raymond James | Dane Leone | $17 | $10.76 | -74.7% | Mar 17, 2022 |
Track every rating change on BBIO the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationBridgeBio Pharma, Inc. is a pharmaceutical company dedicated to identifying, advancing, and providing medical solutions for various genetic conditions. The firm boasts an extensive portfolio comprising 30 distinct development initiatives, spanning the entire spectrum from initial discovery research to advanced clinical trial phases. Notable candidates within its development pipeline include: AG10 and BBP-265: A small molecule designed to stabilize transthyretin (TTR), currently in a pivotal Phase 3 clinical trial targeting transthyretin amyloidosis-cardiomyopathy (ATTR-CM). BBP-831: A selective small molecule inhibitor of FGFR1-3, which is undergoing Phase 2 clinical evaluation for treating achondroplasia in pediatric patients.…
Historical context
All BBIO earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| COO The Cooper Companies, Inc. | FY2026 Q3 · Calendar Q3 2026 | +2.7% | -14.7% | CooperCompanies beats expectations as inventory reduction weighs on vision revenue |
| MDT Medtronic plc | FY2027 Q1 · Calendar Q3 2026 | +4.3% | +1.5% | Medtronic raises FY27 outlook as growth broadens across platforms |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the BBIO recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-02T22:26:10.554905+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-02T22:26:10.551958+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-02. For educational purposes only; not investment advice.