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Ceribell, Inc. (CBLL)
NASDAQ:CBLL
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.39Last Year’s EPS
-0.36Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong growth story highlighted by double‑digit revenue increases (Q4 +34%, full year +36%), high gross margins (~87%–88%), important regulatory clearances (neonatal/pediatric seizure, delirium 510(k), LVO Breakthrough Device), FedRAMP High approval and an expanded TAM (~$3.5B). These operational and regulatory milestones, plus a solid cash position ($159M), provide a foundation for continued expansion. Counterbalancing these positives are elevated operating expenses (+42% YoY), an increased full-year net loss ($53.4M), tariff-driven margin pressure and near-term litigation costs tied to ITC proceedings. Management’s 2026 guidance is conservative (25%–29% growth) with modest near-term revenue contribution expected from new indications due to sales-cycle timing. On balance, the call emphasized sustained execution and sizable long-term opportunity while acknowledging expected short-term costs and timing risks.Company Guidance
Strong Top-Line Growth
Q4 2025 revenue of $24.8M, up 34% year-over-year; full year 2025 revenue of $89.1M, up 36% year-over-year.
Robust Product and Subscription Momentum
Q4 products revenue $18.8M (+33% YoY) and subscription revenue $6.0M (+37% YoY). Full year products revenue $67.3M (+34%) and subscription revenue $21.7M (+41%).
High Gross Margins and Margin Resilience
Reported gross margins of 87% in Q4 and 88% for full year 2025; company expects mid-80% gross margins in 2026 after tariff mitigation and manufacturing moves.
Expanding Customer Base and Penetration Opportunity
Ended 2025 with 647 active accounts (added 32 in Q4 and 118 in 2025); company estimates <4% penetration in a $2.5B core seizure market, signaling significant runway.
Regulatory and Market Access Wins
FedRAMP High authorization unlocking access to 170 VA hospitals (pilot successful, initial VA launches in 2025); FDA clearance for neonatal and pediatric seizure detection (adds ~$400M to core market); FDA 510(k) clearance for delirium algorithm (first FDA-cleared delirium continuous monitor); FDA Breakthrough Device designation for LVO stroke monitoring.
Total Addressable Market Expanded
Management raised TAM estimate from ~$2B to over $3.5B following product clearances and broadened indications.
Strong Balance Sheet
Cash, cash equivalents, and marketable securities of $159.3M as of December 31, 2025, supporting selective investments in R&D and commercial expansion.
2026 Revenue Guidance Reflects Continued Growth
Guidance of $111M–$115M for full year 2026, implying 25%–29% growth over 2025, with upside potential from later-year account momentum and new 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 |
|---|---|---|---|
Feb 24, 2026 | $19.90 | ― | ― |
Nov 04, 2025 | $10.92 | $11.78 | +7.88% |
Aug 05, 2025 | $15.08 | $12.78 | -15.25% |
May 08, 2025 | $17.10 | $15.97 | -6.61% |
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 May 07, 2026, After Close (Confirmed).
What is Ceribell, Inc. (CBLL) earnings time?
Ceribell, Inc. (CBLL) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CBLL EPS forecast?
CBLL EPS forecast for the fiscal quarter 2026 (Q1) is -0.39.