CeriBell (NASDAQ:CBLL – Get Free Report) released its quarterly earnings data on Monday. The company reported ($0.51) EPS for the quarter, missing the consensus estimate of ($0.47) by ($0.04), FiscalAI reports. The business had revenue of $28.10 million during the quarter, compared to the consensus estimate of $27.28 million. CeriBell had a negative return on equity of 38.19% and a negative net margin of 63.51%.
Here are the key takeaways from CeriBell’s conference call:
- Q2 revenue rose 33% year over year to $28.1 million, accelerating from 29% growth in Q1, while the active account base increased by 32 to 712. Management cited strong same-store utilization and expects 2026 revenue of $114 million-$117 million, up from prior guidance of $112 million-$116 million.
- Gross margin reached a record 92%, helped by a $1.6 million tariff refund; excluding the refund, margin was still 89%. Ceribell expects margins to remain in the high-80% range, supported by supply-chain savings and expanded manufacturing in Vietnam.
- Ceribell plans to commercially launch its Delirium monitoring solution in Q4 2026 after favorable pilot feedback and CMS approval of an NTAP providing up to $2,171 in incremental reimbursement per qualified patient. Neonatal and pediatric products also received early purchase orders, although management expects these newer offerings to contribute more meaningfully in 2027.
- Operating expenses increased 37% year over year to $45.9 million, contributing to a net loss of $19.3 million, or $0.51 per share. The company continues to reinvest heavily in sales, R&D and platform development, and has not yet specified when it will achieve cash-flow breakeven.
- The company received FDA clearances for artifact-reduction and epileptiform-abnormality algorithms, as well as components of a next-generation hardware platform designed for video, ECG, longer-duration monitoring and full-montage EEG. Limited releases are planned before a broader 2027 launch, which management views as a potential expansion into additional patient populations and markets.
CeriBell Stock Performance
Shares of NASDAQ CBLL traded up $0.49 during midday trading on Monday, hitting $19.30. 424,065 shares of the company’s stock traded hands, compared to its average volume of 331,128. CeriBell has a 1 year low of $10.85 and a 1 year high of $24.33. The stock has a market capitalization of $732.24 million, a price-to-earnings ratio of -11.84 and a beta of 0.81. The company has a debt-to-equity ratio of 0.14, a quick ratio of 10.01 and a current ratio of 10.44. The firm has a fifty day moving average of $18.52 and a 200 day moving average of $19.09.
Analyst Upgrades and Downgrades
View Our Latest Analysis on CBLL
Insider Buying and Selling
In related news, CEO Xingjuan Chao sold 39,000 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $19.90, for a total transaction of $776,100.00. Following the completion of the sale, the chief executive officer directly owned 802,317 shares in the company, valued at approximately $15,966,108.30. The trade was a 4.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Joseph Michael Taylor sold 5,500 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $18.41, for a total transaction of $101,255.00. Following the sale, the director directly owned 61,573 shares of the company’s stock, valued at approximately $1,133,558.93. This represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 300,685 shares of company stock valued at $5,935,326 in the last 90 days. 17.70% of the stock is owned by insiders.
Institutional Investors Weigh In On CeriBell
Several hedge funds and other institutional investors have recently modified their holdings of the stock. Caitong International Asset Management Co. Ltd raised its holdings in CeriBell by 3,971.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,262 shares of the company’s stock worth $28,000 after purchasing an additional 1,231 shares during the period. Tower Research Capital LLC TRC grew its holdings in CeriBell by 353.8% during the second quarter. Tower Research Capital LLC TRC now owns 2,310 shares of the company’s stock valued at $43,000 after purchasing an additional 1,801 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank purchased a new stake in CeriBell in the third quarter worth about $33,000. Russell Investments Group Ltd. raised its stake 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 worth $64,000 after buying an additional 854 shares during the period. Finally, New York State Common Retirement Fund lifted its position in shares of CeriBell by 148.6% during the 2nd quarter. New York State Common Retirement Fund now owns 8,700 shares of the company’s stock valued at $163,000 after buying an additional 5,200 shares in the last quarter.
CeriBell Company Profile
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.
The company’s product portfolio includes handheld and desktop screening units, proprietary software for data management, and accessories designed to streamline testing workflows.
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