BridgeBio Pharma, Inc. (BBIO) AI Stock Analysis
BBIO AI stock analysis summary
AI ResearchBridgeBio Pharma, Inc. is a biotechnology company advancing therapies for genetic diseases and oncology. While revenue grew to $502.1M in FY2025 and reached $713.1M over the trailing twelve months, the company recorded an annual net loss of -$729.3M. Financial obligations remain elevated, with total debt at $2.49B and shareholders' equity at -$2.52B as of June 30, 2026.
- Market cap
- $12.98B
- Revenue (TTM)
- $713.1M
- P/E
- —
- 1Y return
- 20.6% S&P 500 16.8%
- Avg. target
- $108.27 63.1% vs last close
Bull case
- Trailing twelve months revenue expanded to $713.1M supported by latest quarterly revenue growth of 120.4%.
- Wall Street consensus is positive with 21 Buy or Strong Buy ratings and a mean price target of $108.27, representing 63.1% upside.
- Consensus forecasts anticipate next fiscal year revenue to reach $1.70B, reflecting 64.0% annual expansion.
Bear case
- BridgeBio Pharma posted a substantial net loss of -$729.3M in FY2025 alongside a trailing twelve months profit margin of -97.0%.
- The balance sheet reflects financial risk with total debt of $2.49B and negative shareholders' equity of -$2.52B as of June 30, 2026.
- The stock trades at a price-to-sales valuation of 18.2x, significantly higher than the US-listed Healthcare peers median of 4.1x.
What BridgeBio Pharma does
BridgeBio Pharma, Inc. is at the forefront of discovering, developing, and delivering innovative therapies for a spectrum of genetic diseases. The company boasts a robust pipeline comprising 30 programs that span from early discovery stages to advanced phases of development. Notable drug candidates include AG10 and BBP-265, both small molecule stabilizers of transthyretin (TTR) undergoing Phase 3 clinical trials for TTR amyloidosis-cardiomyopathy (ATTR-CM). Its clinical portfolio also features BBP-831 in Phase 2 for pediatric achondroplasia, BBP-631 in Phase 2 for congenital adrenal hyperplasia, Encaleret in Phase 2 for Autosomal Dominant Hypocalcemia Type 1, and BBP-711 for hyperoxaluria and recurrent kidney stones.
Growth and profitability
BridgeBio Pharma demonstrated substantial revenue growth over recent periods, generating $502.1M in FY2025, up 126.3% following $221.9M in FY2024 and $9.3M in FY2023. Its 5-year revenue CAGR from FY2020 to FY2025 was 127.4%. Gross margin reached 94.4% in FY2025 after 98.3% in FY2024. However, heavy research and development spending of $477.5M in FY2025 contributed to an operating margin of -113.3% and a net loss of -$729.3M, or -$3.60 per share. For the trailing twelve months ended June 30, 2026, revenue totaled $713.1M with quarterly revenue growth of 120.4%, an operating margin of -43.9%, and an eps of -$3.56.
Balance sheet and cash flow
As of June 30, 2026, BridgeBio Pharma held $720.2M in cash and short-term investments against total debt of $2.49B, resulting in net debt of $1.77B. Total assets stood at $1.22B while shareholders' equity was -$2.52B, reflecting negative equity, alongside a current ratio of 1.23. Cash flow remained negative in FY2025, with an operating cash flow of -$445.9M and free cash flow of -$447.0M. During FY2025, capital expenditures were $1.1M and share buybacks totaled $48.3M, while share count increased 34.8% over 5 years.
Valuation and performance
At a last close of $66.39 on October 16, 2026, BridgeBio Pharma holds a market cap of $12.98B and an enterprise value of $14.62B. The stock trades at a price-to-sales ratio of 18.2x and an EV to revenue multiple of 20.5x, well above the US-listed Healthcare peers median price-to-sales ratio of 4.1x. Its price-to-book ratio is 123.7x. Over the past year, BBIO rose 20.6%, outpacing the S&P 500 return of 16.8%. However, its 5-year return of 38.4% trails the 83.0% gain of the S&P 500, alongside a year-to-date return of -13.2%.
What analysts expect
Wall Street coverage shows 15 Strong Buy, 6 Buy, and 2 Hold ratings, with zero Sell or Strong Sell recommendations. The mean price target of $108.27 implies upside of 63.1% from the last close of $66.39. For the current fiscal year ending December 31, 2026, consensus estimates model revenue of $1.03B and an eps estimate of -$2.60. For the next fiscal year, 7 analysts project revenue to reach $1.70B, representing 64.0% growth, with an eps estimate of -$0.26. Over the trailing 4 quarters, BridgeBio Pharma produced 1 eps beat, with the next earnings date scheduled for November 4, 2026.
Key risks and what to watch
- Ongoing cash burn with free cash flow of -$447.0M in FY2025 may pressure existing cash and short-term investments of $720.2M.
- High financial leverage with net debt of $1.77B creates ongoing liquidity obligations amidst operating losses.
- Short interest represents 11.2% of the float, reflecting elevated market skepticism.
- Earnings execution remains mixed, with the company achieving only 1 eps beat over the last 4 quarters.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this BBIO AI stock analysis
This page is an AI-written research summary of BridgeBio Pharma, Inc. (BBIO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: BBIO income statement, BBIO balance sheet, BBIO key metrics, BBIO analyst forecast, BBIO chart. See the BBIO stock overview for the latest quote and news.
BBIO AI stock analysis FAQ
What was BridgeBio Pharma's revenue in FY2025?
BridgeBio Pharma generated $502.1M in revenue for FY2025, which represented a 126.3% increase compared to FY2024.
Is BridgeBio Pharma profitable?
No, BridgeBio Pharma is not profitable, having reported an annual net loss of -$729.3M in FY2025 and a trailing twelve months eps of -$3.56.
What is the analyst price target for BBIO stock?
The mean price target from analysts is $108.27, which indicates an upside of 63.1% relative to the stock's last close of $66.39 on October 16, 2026.
How much debt does BridgeBio Pharma have?
As of June 30, 2026, BridgeBio Pharma had total debt of $2.49B and cash and short-term investments of $720.2M, leaving net debt at $1.77B.
Does BridgeBio Pharma pay a dividend?
No, BridgeBio Pharma does not pay a dividend and recorded negative free cash flow of -$447.0M in FY2025.