Piper Sandler sets Beta Bionics stock at overweight with $26 target

Published 24/02/2025, 10:56
Piper Sandler sets Beta Bionics stock at overweight with $26 target

On Monday, Piper Sandler initiated coverage on Beta Bionics, Inc. (NASDAQ: BBNX) with an Overweight rating and a price target of $26.00, representing potential upside from the current stock price of $20.57. According to InvestingPro data, analyst targets for the stock range from $20 to $31, with the stock currently trading above its Fair Value. The firm’s analysts highlighted the company’s innovative insulin pump technology, which has made a significant impact on the market for diabetes management, particularly among type 1 diabetes patients.

Beta Bionics’ insulin pump is noted for its autonomous dosage determination, including for mealtime bolus insulin, which provides a hands-off experience for users. This feature has been a key factor in the company’s ability to secure a substantial share of the type 1 diabetes market following its product launch, helping achieve revenues of $53.03 million in the last twelve months with a healthy gross profit margin of 55.17%.

The additional funding from Beta Bionics’ Initial Public Offering (IPO) is expected to bolster the company’s growth. Piper Sandler’s analysts believe that the capital will enable Beta Bionics to expand its sales force and transition into the pharmacy channel more effectively. InvestingPro analysis shows the company maintains strong liquidity with a current ratio of 4.62 and operates with moderate debt levels. Get access to 6 more exclusive InvestingPro Tips and comprehensive financial metrics to make informed investment decisions.

Looking ahead, the analysts see a significant opportunity for Beta Bionics with the anticipated approval for type 2 diabetes treatment and the launch of a patch pump, both expected in 2027. These developments are projected to further accelerate the company’s revenue growth.

Piper Sandler estimates that Beta Bionics will experience a growth rate of 25% or more in the upcoming years. The firm suggests that this strong performance trajectory is likely to drive the company’s stock price upward in the future.

In other recent news, Beta Bionics, Inc. made its debut on the Nasdaq Global Market with an initial public offering (IPO) priced at $17 per share, opening for trading at $22 per share. The company aims to raise approximately $204 million from the offering, with a potential for additional shares to be sold by both Beta Bionics and certain stockholders. Stifel analysts have initiated coverage of Beta Bionics with a Buy rating, setting a price target of $25, citing the company’s potential impact in the insulin-dependent diabetes market with its iLet Automated Insulin Delivery pump technology. Ladenburg Thalmann also started coverage with a Buy rating and a price target of $31, highlighting the iLet Bionic Pancreas as the first fully autonomous insulin delivery system cleared by the FDA. In contrast, Baird initiated coverage with a Neutral rating and a $20 price target, noting the company’s distinct product but expressing caution about its niche positioning in the competitive market. These developments reflect a range of analyst perspectives on Beta Bionics, with varying price targets and ratings based on the company’s innovative product offerings and market potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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