Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Bridgebio Pharma, Inc. (BBIO)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$74.27-4.65%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for BBIO yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Execute capital allocation including $500M stock buyback | A supporting condition in Bridgebio Pharma, Inc.'s published investment case. The stated target is Complete $500 million stock repurchase program in 2026-Q1. | Intact | Stock repurchase program not executed as planned in 2026-Q1 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
BBIO is a commercial growth and pipeline story, not an established profitable compounder. Its multi-year thesis is intact, with Attruby growth supporting the business, while management execution remains volatile and earnings quality is weak.
The valuation reflects a durable premium to peers, and the evidence labels that premium justified, with low model confidence. The expectations gap is negative, suggesting expectations may be demanding; however, no fragility gates fired.
Near term, the run of earnings misses and elevated risk of another miss point to continued pressure on financial delivery. Over the multi-year view, rising total revenue and Q3 Attruby sales support commercial progress, while operating losses and launch preparation that is not yet complete leave profitability and pipeline execution uncertain.
The thesis depends on continued Attruby growth and successful progress toward the planned launches and late-stage pipeline goals. A guidance cut or weaker employment data could add pressure near term, while stronger results and guidance from sector peers could support the Healthcare backdrop.
Over the next 1 to 3 years, BBIO’s long-term thesis rests on converting Attruby momentum and pipeline progress into durable financial improvement. The business shows commercial traction, but repeated earnings misses and incomplete launch execution remain key risks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Manage operating losses and improve operating income |
| The company is cutting losses, improving operating income from -$139.6M to -$106M. |
| Under Pressure |
| operating income worse than -$105.96 million in 2026-Q1 |
Operating income: $-11.639M FY2026-Q3; GAAP. Published target: Operating income better than -$105.96 million in 2026-Q1. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 29, 2026-11,639,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Grow revenue through Attruby and new product launches | BridgeBio grows revenue fast from Attruby and new drugs. | Intact | revenue falls below $194.5 million in 2026-Q1 | Product revenue: $253.346M FY2026-Q3; reported segment. Published target: >= $194.5 million revenue in 2026-Q1. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 29, 2026253,346,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.59 → $-0.81 · observed estimates
$1.61B → $1.66B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.59 | $1,611,333,920 | 7 / 18 |
| 2026-07-25 | $0.57 | $1,609,293,420 | 7 / 18 |
| 2026-07-26 | $0.57 | $1,609,293,420 | 7 / 18 |
| 2026-07-27 | $0.57 | $1,609,293,420 | 7 / 18 |
| 2026-07-28 | $0.57 | $1,609,293,420 | 7 / 18 |
| 2026-07-29 | $0.57 | $1,609,293,420 | 7 / 18 |
| 2026-07-30 | $0.57 | $1,609,293,420 | 7 / 18 |
| 2026-07-31 | $0.57 | $1,609,293,420 | 7 / 18 |
| 2026-08-01 | $0.51 | $1,600,965,875 | 12 / 14 |
| 2026-08-02 | $0.57 | $1,609,293,420 | 7 / 18 |
| 2026-08-03 | $0.57 | $1,609,293,420 | 7 / 18 |
| 2026-08-04 | $0.57 | $1,609,293,420 | 7 / 18 |
| 2026-08-05 | $0.58 | $1,612,030,530 | 7 / 18 |
| 2026-08-06 | $0.58 | $1,603,704,764 | 12 / 14 |
| 2026-08-07 | $0.58 | $1,603,704,764 | 12 / 14 |
| 2026-08-08 | $0.58 | $1,612,030,530 | 7 / 18 |
| 2026-08-09 | $0.58 | $1,612,030,530 | 7 / 18 |
| 2026-08-10 | $0.58 | $1,612,030,530 | 7 / 18 |
| 2026-08-11 | $0.58 | $1,612,030,530 | 7 / 18 |
| 2026-08-12 | $0.58 | $1,612,030,530 | 7 / 18 |
| 2026-08-13 | $0.58 | $1,603,704,764 | 12 / 14 |
| 2026-08-14 | $0.58 | $1,603,704,764 | 12 / 14 |
| 2026-08-15 | $0.58 | $1,603,704,764 | 11 / 14 |
| 2026-08-16 | $0.58 | $1,603,704,764 | 11 / 14 |
| 2026-08-17 | $0.58 | $1,603,704,764 | 11 / 14 |
| 2026-08-18 | $0.58 | $1,603,704,764 | 12 / 14 |
| 2026-08-19 | $0.58 | $1,603,704,764 | 12 / 14 |
| 2026-08-20 | $0.58 | $1,603,704,764 | 12 / 14 |
| 2026-08-21 | $0.05 | $1,678,502,526 | 12 / 14 |
| 2026-08-22 | $0.05 | $1,678,502,526 | 12 / 14 |
| 2026-08-23 | $0.05 | $1,678,502,526 | 12 / 14 |
| 2026-08-24 | $0.05 | $1,678,502,526 | 12 / 14 |
| 2026-08-25 | $0.05 | $1,678,502,526 | 12 / 14 |
| 2026-08-26 | $0.05 | $1,678,502,526 | 12 / 14 |
| 2026-08-27 | $0.05 | $1,678,502,526 | 12 / 14 |
| 2026-08-28 | $0.05 | $1,678,502,526 | 12 / 14 |
| 2026-08-29 | $0.05 | $1,678,502,526 | 12 / 14 |
| 2026-08-30 | $0.12 | $1,678,502,499 | 12 / 14 |
| 2026-08-31 | $0.12 | $1,678,513,082 | 12 / 14 |
| 2026-09-01 | $0.12 | $1,678,513,082 | 12 / 14 |
| 2026-09-02 | $0.13 | $1,680,146,415 | 12 / 14 |
| 2026-09-03 | $0.09 | $1,681,808,638 | 12 / 14 |
| 2026-09-04 | $0.09 | $1,681,806,249 | 12 / 14 |
| 2026-09-05 | $0.09 | $1,681,806,249 | 12 / 14 |
| 2026-09-06 | $0.09 | $1,681,806,249 | 12 / 14 |
| 2026-09-07 | $0.09 | $1,681,806,249 | 12 / 14 |
| 2026-09-08 | $0.09 | $1,681,806,249 | 12 / 14 |
| 2026-09-09 | $0.09 | $1,681,806,249 | 12 / 14 |
| 2026-09-10 | $0.09 | $1,681,806,249 | 12 / 14 |
| 2026-09-11 | $0.09 | $1,681,806,249 | 12 / 14 |
| 2026-09-12 | $0.09 | $1,681,806,249 | 12 / 14 |
| 2026-09-13 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-14 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-15 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-16 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-17 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-18 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-19 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-20 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-21 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-22 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-23 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-24 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-25 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-26 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-27 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-28 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-29 | $0.08 | $1,680,795,665 | 12 / 14 |
| 2026-09-30 | $0.06 | $1,680,795,665 | 12 / 14 |
| 2026-10-01 | $0.06 | $1,680,795,665 | 12 / 14 |
| 2026-10-02 | $0.06 | $1,680,795,665 | 12 / 14 |
| 2026-10-03 | $0.06 | $1,680,795,665 | 12 / 14 |
| 2026-10-04 | $0.06 | $1,680,795,665 | 12 / 14 |
| 2026-10-05 | $0.06 | $1,680,773,443 | 12 / 14 |
| 2026-10-06 | $0.06 | $1,680,773,443 | 12 / 14 |
| 2026-10-07 | $0.07 | $1,680,773,443 | 12 / 14 |
| 2026-10-08 | $0.07 | $1,680,900,432 | 12 / 14 |
| 2026-10-09 | $0.07 | $1,680,900,432 | 12 / 14 |
| 2026-10-10 | $0.07 | $1,680,900,432 | 12 / 14 |
| 2026-10-11 | $0.07 | $1,680,928,210 | 12 / 14 |
| 2026-10-12 | $0.07 | $1,680,928,210 | 12 / 14 |
| 2026-10-13 | $0.03 | $1,680,383,765 | 12 / 14 |
| 2026-10-14 | $-0.07 | $1,678,022,971 | 12 / 14 |
| 2026-10-15 | $-0.13 | $1,677,589,638 | 12 / 14 |
| 2026-10-16 | $-0.14 | $1,680,156,658 | 12 / 15 |
| 2026-10-17 | $-0.14 | $1,680,156,658 | 12 / 15 |
| 2026-10-18 | $-0.14 | $1,680,156,658 | 12 / 15 |
| 2026-10-19 | $-0.14 | $1,680,156,658 | 12 / 15 |
| 2026-10-20 | $-0.12 | $1,680,046,131 | 12 / 15 |
| 2026-10-21 | $-0.26 | $1,655,097,642 | 12 / 15 |
| 2026-10-22 | $-0.26 | $1,655,097,642 | 12 / 15 |
| 2026-10-23 | $-0.42 | $1,652,582,247 | 12 / 15 |
| 2026-10-24 | $-0.42 | $1,652,582,247 | 12 / 15 |
| 2026-10-25 | $-0.42 | $1,652,582,247 | 12 / 15 |
| 2026-10-26 | $-0.46 | $1,652,602,194 | 12 / 15 |
| 2026-10-27 | $-0.46 | $1,652,602,194 | 12 / 15 |
| 2026-10-28 | $-0.46 | $1,652,602,194 | 12 / 15 |
| 2026-10-29 | $-0.46 | $1,652,602,194 | 12 / 15 |
| 2026-10-30 | $-0.47 | $1,653,108,563 | 12 / 15 |
| 2026-10-31 | $-0.81 | $1,656,100,596 | 10 / 15 |
| 2026-11-01 | $-0.81 | $1,658,372,818 | 11 / 14 |
| 2026-11-02 | $-0.81 | $1,658,372,818 | 11 / 14 |
| 2026-11-03 | $-0.81 | $1,657,831,307 | 12 / 14 |
| 2026-11-04 | $-0.81 | $1,660,108,190 | 12 / 14 |
| 2026-11-05 | $-0.81 | $1,660,108,190 | 12 / 14 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 19 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 7 recorded
1 raises · 1 cuts · 0 unchanged · 2 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.