Ceribell, Inc. (CBLL)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
$27.39-3.11%
Close 2026-11-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
QuarterlyIQ Insights · CBLL
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 110.5% |
| Our one-year growth estimate | diamond | 30.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 80.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 28 industry peers · Company calendar date is not available
CBLL — earnings miss
Dated 2026-08-10
Results of Operations and Financial Condition. On August 10, 2026, CeriBell, Inc. issued a press release announcing its financial results for the fiscal quarter ended June 30, 2026. A copy of the press release, dated August 10, 2026, is furnished hereto as Exhibit 99.1 and is incorporated herein by reference. The foregoing information in this Item 2.02 (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall…
Why it matters: The event feed labels the August 10 results an earnings miss, but gives no size or cause. The next report can clarify the gap.
Watch forOn November 3, Ceribell reports Q3 revenue at or above the $114M-$117M annual guide pace and keeps that guide.
Also watch forOn November 3, Ceribell reports results below its stated guide pace or cuts its full-year revenue guide.
Why it matters: Q2 had 712 active accounts, up from 680 in Q1. More accounts and subscriptions can show that use is spreading.
Supportive ifQ3 active accounts rise above 712, and subscription revenue grows year over year from Q2's $6.9M.
Worry ifQ3 active accounts stay at or below 712, or subscription revenue falls year over year.
Why it matters: Q2 gross margin rose to 92%, helped by lower factory costs and tariff refunds. A result without that refund tests whether gains last.
Watch forQ3 gross margin stays at or above 88%, with the report linking gains to lower manufacturing costs or the Vietnam line.
Also watch forQ3 gross margin falls below 88%, or the report links the drop to higher manufacturing costs.
Why it matters: Q2 revenue grew 33%, and Ceribell raised its full-year guide. Q3 results will test if that growth continues.
Supportive ifQ3 results keep full-year revenue guidance at $114M-$117M or raise it, with revenue growth near or above 28% year over year.
Worry ifCeribell cuts its $114M-$117M guide, or Q3 revenue growth falls below 28% year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$191 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $390 loss on $10,000 · 3.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,052 loss on $10,000 · 30.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.