Loading...
Back to narrative

BFLY: Accelerated Software Adoption Will Drive Stronger Revenue And Profit Margins Ahead

Update shared on 18 Nov 2025

Fair value Increased 13%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-29.5%
7D
12.1%

Analysts have raised their price target for Butterfly Network from $3.17 to $3.58, citing stronger anticipated revenue growth and improved profit margins as key drivers of this upward revision.

What's in the News

  • Launched Compass AI, a next-generation enterprise software platform powered by artificial intelligence to streamline point-of-care ultrasound (POCUS) workflows, boost documentation compliance, and increase potential revenue for health systems. (Product-Related Announcements)
  • Butterfly Network reaffirmed its revenue guidance for fiscal year 2025, expecting $91 million to $95 million in revenue, which represents approximately 13% growth. (Corporate Guidance: New/Confirmed)
  • Appointed John Doherty as Executive Vice President and Chief Financial Officer, who brings over 25 years of global financial leadership experience. (Executive Changes: CFO)
  • Introduced a Gestational Age AI tool in Malawi and Uganda to advance maternal and fetal health and achieved a milestone year for obstetrical POCUS deployment in Sub-Saharan Africa. (Product-Related Announcements)
  • Partnered with Clipper Distributing LLC to commercialize Butterfly's handheld veterinary ultrasound devices, enhancing clinical imaging for veterinarians at the point-of-care. (Client Announcements)

Valuation Changes

  • Fair Value has increased from $3.17 to $3.58, reflecting stronger anticipated performance.
  • Discount Rate has risen slightly, from 7.58% to 7.76%.
  • Revenue Growth expectations have increased significantly, from 15.80% to 19.32%.
  • Net Profit Margin has improved modestly, moving from 12.49% to 13.39%.
  • Future P/E ratio has fallen from 71.56x to 63.28x, indicating improved projected earnings or a more favorable valuation.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.