BridgeBio Pharma, Inc. (BBIO) Stock Price & Analysis
BridgeBio Pharma, Inc. (BBIO) closed at USD 68.12 on Thursday, October 22, 2026, up 0.56% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 67.74; the Oct 22, 2026 session ranged USD 67.07–69.32 on volume of 2,779,901 shares. Market capitalization is $13.32B, with a 52-week range of USD 52.75–93.42 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:00 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BBIO.md
Key facts (BBIO)
- Last four reported quarters (through Jun 30, 2026): revenue $713M, net income -$702M (-98.5% margin), free cash flow -$435M (SEC filings).
- 2 of 80 tracked superinvestors hold BBIO (13F, Q2 2026): 0 new, 0 added, 2 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 15 Form 4 filings, $48.6M; 0 not under a Rule 10b5-1 plan ($0K); 2 by opportunistic insiders (0 outside 10b5-1 plans), 6 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y +26.6% vs S&P 500 +14.9%; 5Y +44.9% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD -0.56, revenue estimate $296M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BBIO)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $69.7M | $77.6M | $9.3M | $222M | $502M | $713M |
| Gross profit | $66.6M | $74.2M | $6.9M | $218M | $481M | — |
| Operating income | -$577M | -$512M | -$607M | -$593M | -$523M | -$498M |
| Net income | -$586M | -$485M | -$653M | -$543M | -$733M | -$702M |
| EPS (diluted) | -$3.90 | -$3.26 | -$3.95 | -$2.88 | -$3.78 | — |
| Free cash flow | -$511M | -$424M | -$529M | -$522M | -$447M | -$435M |
| Gross margin | 95.5% | 95.6% | 73.7% | 98.3% | 95.8% | — |
| Operating margin | -827.1% | -659.6% | -6528.8% | -267.2% | -104.2% | -69.8% |
| Net margin | -841.2% | -624.2% | -7021.9% | -244.9% | -146.0% | -98.5% |
| Revenue growth | +745.1% | +11.4% | -88.0% | +2285.3% | +126.3% | — |
| Cash + short-term investments | $788M | $428M | $376M | $681M | $587M | — |
| Total debt | $431M | $431M | $446M | $437M | $2.01B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (BBIO)
P/S 18.7x · EV/Sales 21.4x · FCF yield -3.27% · Earnings yield -5.27% · Buyback yield (TTM) 1.58% · Net debt $1.93B · EV $15.2B
Superinvestors (SEC 13F-HR, Q2 2026) (BBIO)
2 of 80 tracked investors hold BBIO. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Viking Global | Viking Global Investors | 2.11% | $741M | Reduced -16.0% |
| Polen Capital | Polen Capital Management | <0.01% | $298K | Reduced -91.3% |
Insider sales (SEC Form 4, open-market, last ~7 months) (BBIO)
15 of 15 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | Kumar Neil | Chief Executive Officer | 10,000 | $691K | 0.2% | Yes (adopted May 13, 2026) | Routine (sold in Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-08-18…2026-08-19 | Kumar Neil | Chief Executive Officer | 44,980 | $3.7M | 0.9% | Yes (adopted May 13, 2026) | Routine (sold in Aug & Nov each year 2023–2025) |
| 2026-07-30 | Apuli Maricel | Chief Accounting Officer | 2,000 | $160K | 1.5% | Yes (adopted September 8, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-09 | Ellis Andrea | Director | 17,167 | $1.4M | 43.2% | Yes (adopted December 3, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-09 | Cook Jennifer E. | Director | 148,589 | $13.2M | 94.7% | Yes (adopted March 16, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-06-23…2026-06-24 | Cook Jennifer E. | Director | 39,363 | $2.8M | 82.4% | Yes (adopted March 16, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-06-22…2026-06-23 | Valantine Hannah | Director | 5,004 | $342K | 34.1% | Yes (adopted November 14, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-15 | Cook Jennifer E. | Director | 90,240 | $6.0M | 93.2% | Yes (adopted March 16, 2026) | Too little history (no open-market trades in 2023–2025) |
| 2026-06-04…2026-06-05 | Kumar Neil | Chief Executive Officer | 80,000 | $5.4M | 1.6% | Yes (adopted March 31, 2025) | Routine (sold in Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-05-21 | Kumar Neil | Chief Executive Officer | 26,103 | $1.8M | 0.5% | Yes (adopted March 31, 2025) | Routine (sold in Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-05-18 | Trimarchi Thomas | President and CFO | 13,651 | $888K | 3.7% | Yes (adopted March 31, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-15 | Scott Randal W. | Director | 10,000 | $671K | 39.1% | Yes (adopted June 27, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-07…2026-05-08 | Kumar Neil | Chief Executive Officer | 80,000 | $5.4M | 1.5% | Yes (adopted March 31, 2025) | Routine (sold in Aug & Nov each year 2023–2025; this trade is outside those months) |
| 2026-04-30 | Apuli Maricel | Chief Accounting Officer | 2,000 | $143K | 1.5% | Yes (adopted September 8, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-04-09…2026-04-10 | Kumar Neil | Chief Executive Officer | 80,000 | $6.0M | 1.5% | Yes (adopted March 31, 2025) | Routine (sold in Aug & Nov each year 2023–2025; this trade is outside those months) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (BBIO)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | Morgan Stanley | Target lowered | Overweight | $97 → $87 |
| 2026-10-19 | Citigroup | Target lowered | Neutral | $94 → $91 |
| 2026-10-19 | Piper Sandler | Target raised | Overweight | $115 → $120 |
| 2026-10-07 | Barclays | Target lowered | Overweight | $157 → $156 |
| 2026-09-10 | HC Wainwright & Co. | Reiterated | Buy | $120 |
| 2026-09-02 | HC Wainwright & Co. | Reiterated | Buy | $120 |
| 2026-09-01 | Mizuho | Target raised | Outperform | $96 → $110 |
| 2026-08-12 | Truist Securities | Target raised | Buy | $102 → $107 |
| 2026-08-12 | Canaccord Genuity | Target raised | Buy | $104 → $106 |
| 2026-08-12 | JP Morgan | Target raised | Overweight | $100 → $111 |
| 2026-08-11 | B of A Securities | Target raised | Buy | $101 → $104 |
| 2026-08-11 | TD Cowen | Target raised | Buy | $95 → $110 |
Total return (dividends reinvested) (BBIO)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +26.6% | +44.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +26.7% | +7.7% |
| Volatility (annualized) | 46.5% | 76.3% |
| Max drawdown | -29.8% (Jul 2026→Oct 2026) | -87.6% (Nov 2021→May 2022) |
BBIO revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Net product revenue | $222.4M | 91.3% | +211.1% |
| Royalty revenue | $15.4M | 6.3% | +850.2% |
| License and services revenue | $5.8M | 2.4% | -84.5% |
| Total revenue | $243.7M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
BBIO suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Alexion Pharma International Operations | “Eidos is also a party to a license agreement with Alexion Pharma International Operations Limited Company ("Alexion") pursuant to which we depend on Alexion for the commercialization of Beyonttra in Japan;” |
| Customer | SVB Securities | “Sales to, or through, Goldman Sachs and SVB by us under the ATM Agreement or otherwise pursuant to the registration statement could result in substantial dilution to the interests of other holders of our common stock.” |
| Partner | Bayer | “We have licensed commercial rights in Europe to Bayer who are commercializing Beyonttra in all EU member states, the United Kingdom, Switzerland and Turkey under our Exclusive License Agreement with Bayer signed in March 2024.” |
| Partner | Eidos Therapeutics | “Under the terms of the Eidos-Alexion License Agreement, Eidos granted Alexion an exclusive license to certain of our intellectual property rights to develop, manufacture and commercialize Beyonttra in Japan.” |
| Partner | Novartis International Pharmaceutical | “We are also a party to a license agreement with Novartis International Pharmaceutical Ltd. for infigratinib under which we are required to use commercially reasonable efforts to develop infigratinib, and to obtain regulatory approval for and commercialize at least one therapeutic product incorporating infigratinib in the United States and the European Union.” |
| Partner | BLUE OWL CAPITAL INC. (OWL) | “On January 17, 2024, we entered into a Financing Agreement with each of the guarantors, which was amended on February 12, 2024 (the "Financing Agreement") and June 20, 2024 (the Financing Agreement, as amended by the Second Amendment, the "Amended Financing Agreement"), with the lenders party thereto (the "Lenders") and Blue Owl Capital Corporation, as administrative agent for the Lenders (the "Administrative Agen…” |
| Partner | Kyowa Kirin | “We determined that the KKC License Agreement falls within the scope of ASC 606 as Kyowa Kirin is a customer in this arrangement, and we identified the following performance obligations in the agreement:” |
| Partner | Navire Pharma | “For the years ended December 31, 2024 and 2023, we recognized $9.9 million and $7.4 million, respectively, in license and services revenue relating to the Navire-BMS License Agreement.” |
| Competitor | Pfizer (PFE) | “Attruby/Beyonttra (acoramidis) for the treatment of adults with ATTR-CM competes with Vyndaqel / Vyndamax (tafamidis meglumine / tafamidis), which is a commercial product marketed by Pfizer, Inc. and approved in certain territories, including the United States, the European Union, and Japan as a treatment for ATTR-CM.” |
Quoted from the company's 10-K filed Feb 24, 2026.
Companies that name BBIO in their SEC reports
| Relationship to BBIO | Company | Filing | Sentence |
|---|---|---|---|
| related | BridgeBio Oncology Therapeutics, Inc. (BBOT) | 10-K Mar 5, 2026 | “BridgeBio Pharma and its controlled entities are related parties of BBOT.” |
BBIO customer concentration
In the period ended Jun 30, 2026, 5 direct customers each accounted for at least 10% (28.8%, 18.8%, 18%, 15%, 13.2%) of revenue, per the company's 10-Q filed Aug 10, 2026. The company does not name them.
BBIO company outlook (results filed Aug 10, 2026)
- “An update of the Phase 2 program in hypochondroplasia is expected in the second half of 2026.”
- “Except as required by applicable law, BridgeBio assumes no obligation to update publicly any forward-looking statements, whether as a result of new information, future events or otherwise.”
Quoted word-for-word from the SEC 8-K results press release.
BBIO analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.56 | $-0.45 | +23.4% | $295.8M | 6 |
| Next quarter (ends Dec 2026) | $-0.40 | $-0.25 | +58.7% | $306.6M | 5 |
| Current fiscal year (ends Dec 2026) | $-2.62 | $-2.14 | +22.3% | $1.04B | 8 |
| Next fiscal year (ends Dec 2027) | $-0.22 | $0.59 | -138.1% | $1.67B | 6 |
BBIO options: expected move
Options price a move of about ±11.4% (±$7.78) by Nov 20, 2026, which includes earnings on Oct 29, 2026. Over the last 8 reports the stock moved ±2.8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 50.6% | ±11.4% |
| Dec 18, 2026 | 56 | 50.8% | ±16.0% |
| Jan 15, 2027 | 84 | 46.6% | ±17.9% |
| Feb 19, 2027 | 119 | 47.1% | ±21.5% |
| Mar 19, 2027 | 147 | 47.3% | ±23.9% |
| May 21, 2027 | 210 | 51.3% | ±30.8% |
| Aug 20, 2027 | 301 | 48.8% | ±35.0% |
| Nov 19, 2027 | 392 | 48.2% | ±39.3% |
30-day implied volatility 48.5% vs 34.2% realized over the last 30 trading days. Put/call ratio (volume) 37.51. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:00 UTC)
| Price | USD 68.12 |
|---|---|
| Change | ▲ 0.56% (up) |
| Previous Close | USD 67.74 |
| Open | USD 67.48 |
| Day Range | USD 67.07 – 69.32 |
| 52-Week Range | USD 52.75 – 93.42 |
| Volume | 2,779,901 shares |
| Market Cap | $13.32B |
| Exchange | NMS |
Technical Analysis (BBIO)
Nexqual's technical model rates BBIO "SELL" based on 2 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 10:00 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 48.84 (neutral) |
| vs SMA50 | Below (USD 71.64) |
| MACD | -0.93 (negative) |
Earnings (BBIO)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD -0.56 |
| Revenue Estimate | $295.75M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.78 vs est -0.58 ▼ miss |
| 2026-03-31 | USD -0.84 vs est -0.62 ▼ miss |
| 2025-12-31 | USD -0.94 vs est -0.62 ▼ miss |
| 2025-09-30 | USD -0.72 vs est -0.78 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
Financials & Fundamentals (BBIO)
| Total Revenue | $713.07M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +120.40% |
| Gross Margin | +94.44% |
| Operating Margin | -43.94% |
| Profit Margin | -97.03% |
| Current Ratio | 1.23 |
| Total Cash | $720.16M |
| Total Debt | $3.37B |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
Ownership (BBIO)
| Insider Ownership | +3.91% |
|---|---|
| Institutional Ownership | +99.50% |
| Shares Outstanding | 195.49M |
| Float | 167.19M |
| Short % of Float | +11.24% |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
From BridgeBio Pharma, Inc.'s Latest SEC 10-K Filing (filed 2026-02-24)
Key Strengths & Strategy (as disclosed to the SEC)
- We strive to protect the proprietary technology that we believe is important to our business through a variety of methods, including seeking and maintaining patents and patent applications intended to cover our product candidates and compositions, their methods of use and processes for their manufacture, our platform technologies and any other aspects of inventions that are commercially important to the development of our business.
- Finally, we maintain our minority equity interests in GondolaBio, LLC and BridgeBio Oncology Therapeutics, Inc., which are separate companies spun out of BridgeBio and allows us to retain exposure to a broad pipeline of early-stage development opportunities, while remaining focused on advancing and commercializing our core portfolio.
- The following graphic illustrates our approach to program selection: As shown in Exhibit 1 above, we apply a quantitative approach to evaluating our programs and our Company as a whole, which typically includes the following factors: •Scientifically grounded program selection: Each program is selected based on strong biological validation, including a clear understanding of disease mechanism and a therapeutic approach designed to address a well-defined genetic condition.
- We have built our commercial organization in the U.S. to support the commercialization of Attruby in the U.S.
Partnerships
- We have licensed commercial rights in Europe to Bayer who are commercializing Beyonttra in all EU member states, the United Kingdom, Switzerland and Turkey under our Exclusive License Agreement with Bayer signed in March 2024.
- Outside the United States, acoramidis is marketed as Beyonttra™ and is commercialized through strategic collaboration partners, including Bayer in Europe and Alexion in Japan, as well as directly by BridgeBio in certain international markets.
Legal & Regulatory Risks (Item 1A, quoted)
- Our clinical trials may fail to demonstrate substantial evidence of the safety and efficacy of product candidates that we may identify and pursue for their intended uses, which would prevent, delay or limit the scope of regulatory approval and commercialization.
- We conduct clinical trials for product candidates outside the United States, and the FDA and comparable foreign regulatory authorities may not accept data from such trials.
- Our business strategy focuses on the development of product candidates for the treatment of genetic diseases, which may be eligible for FDA or European Commission orphan drug designation.
- The FDA may further reevaluate the Orphan Drug Act and its regulations and policies.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| JAZZ | Jazz Pharmaceuticals plc | USD 214.65 | ▲ 1.26% |
| HALO | Halozyme Therapeutics, Inc. | USD 124.54 | ▼ 0.23% |
| SMMT | Summit Therapeutics Inc. | USD 15.55 | ▼ 1.77% |
| CORT | Corcept Therapeutics Incorporat | USD 107.5 | ▼ 7.55% |
| TECH | Bio-Techne Corp | USD 72.62 | ▼ 0.03% |
| ASND | Ascendis Pharma A/S | USD 242.99 | ▲ 1.71% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:00 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt