CeriBell (NASDAQ:CBLL) Announces Earnings Results, Beats Estimates By $0.07 EPS

24 Feb 2026, 23:44 by Kim Johansen · The Markets Daily

CeriBell (NASDAQ:CBLL – Get Free Report) released its earnings results on Tuesday. The company reported ($0.36) earnings per share for the quarter, beating the consensus estimate of ($0.43) by $0.07, FiscalAI reports. The company had revenue of $24.78 million during the quarter, compared to the consensus estimate of $23.95 million. CeriBell had a negative return on equity of 29.63% and a negative net margin of 63.35%.

Here are the key takeaways from CeriBell’s conference call:

Strong top-line growth and solid cash runway — Q4 revenue was $24.8M (+34% YoY) and full-year 2025 revenue was $89.1M (+36%); management guides 2026 revenue of $111M–$115M and ended 2025 with $159M in cash and marketable securities.
Regulatory and access wins materially expand addressable market — FedRAMP High approval (opens VA system), FDA 510(k) clears for neonatal/pediatric seizure detection, FDA clearance for delirium algorithm, and Breakthrough Device designation for inpatient LVO stroke; management now estimates TAM ≈ $3.5B.
Commercial traction with room to scale — 647 active hospital accounts (118 net adds in 2025), expansion from ~35 to ~55 territories, and a playbook to drive deeper utilization (currently ~30% penetration) plus a new system-level sales focus expected to accelerate account adds in 2H 2026–2027.
Rising operating expenses, litigation and margin pressure — FY operating expenses rose 42% to $136.7M and net loss was $53.4M; management expects elevated OpEx (R&D, IP litigation) and mid-80% gross margins in 2026 due to tariff-related cost shifts.
New product timing limits near-term revenue impact — Neonatal/pediatric full commercial launch targeted for Q2 2026 with modest 2026 contribution (material revenue expected in 2027+); delirium pilots and NTAP pursuit could drive upside but are expected to scale later in 2026–2027.

CeriBell Stock Down 0.5%

CBLL traded down $0.09 on Tuesday, reaching $19.90. The company’s stock had a trading volume of 268,811 shares, compared to its average volume of 341,264. The company has a market capitalization of $738.21 million, a price-to-earnings ratio of -13.18 and a beta of 1.03. CeriBell has a fifty-two week low of $10.01 and a fifty-two week high of $26.04. The company has a quick ratio of 12.25, a current ratio of 12.65 and a debt-to-equity ratio of 0.12. The stock has a 50 day moving average of $21.30 and a two-hundred day moving average of $16.12.

Analyst Ratings Changes

CBLL has been the topic of several recent research reports. Canaccord Genuity Group upped their target price on shares of CeriBell from $29.00 to $30.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. TD Cowen reiterated a “buy” rating on shares of CeriBell in a research note on Tuesday, December 9th. JPMorgan Chase & Co. lowered their target price on CeriBell from $21.00 to $17.00 and set an “overweight” rating for the company in a research note on Wednesday, November 5th. Finally, BTIG Research reiterated a “buy” rating and issued a $30.00 price objective on shares of CeriBell in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $24.67.

View Our Latest Stock Report on CeriBell

Insider Buying and Selling at CeriBell

In other news, Director Rebecca B. Robertson sold 2,500 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $21.89, for a total value of $54,725.00. Following the completion of the transaction, the director owned 19,576 shares in the company, valued at approximately $428,518.64. This represents a 11.32% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CTO Raymond Woo sold 11,112 shares of CeriBell stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $21.18, for a total transaction of $235,352.16. Following the sale, the chief technology officer owned 167,317 shares in the company, valued at $3,543,774.06. This represents a 6.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 336,370 shares of company stock worth $6,863,908. 20.10% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of CBLL. Russell Investments Group Ltd. raised its holdings in shares of CeriBell by 41.4% in the fourth quarter. Russell Investments Group Ltd. now owns 2,918 shares of the company’s stock valued at $64,000 after buying an additional 854 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its position in CeriBell by 3,971.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,262 shares of the company’s stock worth $28,000 after acquiring an additional 1,231 shares during the period. Deutsche Bank AG grew its stake in shares of CeriBell by 1.7% in the 4th quarter. Deutsche Bank AG now owns 85,182 shares of the company’s stock valued at $1,868,000 after purchasing an additional 1,393 shares during the last quarter. Royal Bank of Canada increased its holdings in shares of CeriBell by 10.8% in the fourth quarter. Royal Bank of Canada now owns 15,588 shares of the company’s stock valued at $342,000 after purchasing an additional 1,514 shares during the period. Finally, Invesco Ltd. raised its stake in shares of CeriBell by 15.5% during the fourth quarter. Invesco Ltd. now owns 12,037 shares of the company’s stock worth $264,000 after purchasing an additional 1,618 shares during the last quarter.

CeriBell Company Profile

(Get Free Report)

CeriBell Corp (NASDAQ: CBLL) is a healthcare technology company specializing in the design, manufacture and sale of automated newborn hearing screening devices. The company offers a suite of medical diagnostic tools based on otoacoustic emissions (OAE) and auditory brainstem response (ABR) technologies, enabling early detection of auditory impairments in infants. CeriBell’s solutions are used in hospitals, birthing centers and audiology clinics to support universal newborn hearing screening programs aimed at improving language development outcomes through prompt intervention.