Ceribell, Inc. (CBLL)
NASDAQ:CBLL
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.47Last Year’s EPS
-0.38Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong commercial momentum and robust top-line growth (29% YoY revenue, record account additions, high 87% gross margin), alongside several strategic milestones (neonate/pediatric launches, delirium pilot with FDA clearance, favorable NTAP proposal, LVO Breakthrough designation) and a healthy cash position. Offsetting these positives are elevated operating expenses (+36% YoY), significant near-term litigation costs ($5.6M in Q1), a wider net loss ($19.7M), and continued adjusted EBITDA losses. Given the combination of accelerating revenue/market expansion and manageable but notable near-term expense pressures, the tone is constructive with near-term investment-driven profitability headwinds.Company Guidance
Strong Top-Line Growth
Total revenue of $26.5M in Q1 2026, up 29% year-over-year and 7% sequentially; full-year 2026 revenue guidance raised to $112M–$116M (up from $111M–$115M), implying 26%–30% growth over 2025.
Balanced Product and Subscription Expansion
Product revenue of $20.2M and subscription revenue of $6.3M in Q1 2026, each increasing 29% year-over-year (product: from $15.6M; subscription: from $4.9M).
Record Account Adds and Utilization
Ended Q1 with 680 hospitals, a net addition of 33 accounts—the largest single-quarter account growth since going public—and reported record headband usage per account (strongest quarter ever for utilization).
High Gross Margin Profile
Reported gross margin of 87% in Q1 2026 (vs. 88% prior year) and expects to maintain gross margins in the high-80% range throughout 2026 despite prior elevated tariffs.
Major Commercial and Regulatory Milestones
Initiated full commercial launches for neonate and pediatric products following successful pilots; activated first sites in delirium pilot (after FDA 510(k) clearance in December) and received Breakthrough Device Designation for LVO stroke in January 2026.
Favorable Reimbursement Momentum
Received a supportive CMS proposed NTAP rule for the delirium monitoring solution proposing up to $2,171 incremental reimbursement per patient; final rule expected August 2026 (if adopted, effective 10/01/2026).
Solid Liquidity Position
Cash, cash equivalents, and marketable securities totaled $141.2M as of 03/31/2026, supporting continued investment toward breakeven and product launches.
CBLL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CBLL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $20.06 | $16.75 | -16.50% |
Feb 24, 2026 | $19.90 | $18.95 | -4.77% |
Nov 04, 2025 | $10.92 | $11.78 | +7.88% |
Aug 05, 2025 | $15.08 | $12.78 | -15.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ceribell, Inc. (CBLL) report earnings?
Ceribell, Inc. (CBLL) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Ceribell, Inc. (CBLL) earnings time?
Ceribell, Inc. (CBLL) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is CBLL EPS forecast?
CBLL EPS forecast for the fiscal quarter 2026 (Q2) is -0.47.