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A buy recommendation

Published
10 Dec 25
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Gil263's Fair Value
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1Y
-11.2%
7D
-1.6%

Author's Valuation

US$1.867.2% overvalued intrinsic discount

Gil263's Fair Value

In a nut shell, I saw Butterfly Network as a medical break through and bought a few hundred shares at a $1.55/shr. and the following news confirmed my reasoning of buying; On November 17, 2025, Butterfly Network’s subsidiary signed a five-year co-development and licensing agreement with Midjourney for exclusive access to its semiconductor-based ultrasound technology, securing a US$15 million upfront payment, US$10 million annual license fees, and further milestone and revenue-sharing potential.

  • Midjourney’s partnership reflects growing industry interest in Butterfly’s ultrasound-on-chip innovation, coinciding with the company's launch of Compass AI, its latest AI-powered enterprise software platform aimed at improving healthcare workflow, compliance, and revenue capture. The only reason that I didn't buy thousands of shares is that fact that many upstart companies dilute existing investor shares by offering more shares to the public to raise money but, a silver lining to this, that it will not most likely happen here because, this company has a strong balance sheet with no debt to equity and a 3 year cash runway which would be way long enough time for this company to be in profit land with no need to offer more shares.

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Disclaimer

The user Gil263 holds no position in NYSE:BFLY. Simply Wall St has no position in any of the companies 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 author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does 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 the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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