Butterfly Network, Inc.

Report azionario NYSE:BFLY

Capitalizzazione di mercato: US$2.1b

Butterfly Network Gestione

Criteri Gestione verificati 2/4

Butterfly Network Il CEO è Joe DeVivo, nominato in Apr2023, e ha un mandato di 3.17 anni. la retribuzione annua totale è $ 6.38M, composta da 14.1% di stipendio e 85.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.58% delle azioni della società, per un valore di $ 33.16M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.8 anni e 5 anni.

Informazioni chiave

Joe DeVivo

Amministratore delegato

US$6.4m

Compenso totale

Percentuale dello stipendio del CEO14.11%
Mandato del CEO3.2yrs
Proprietà del CEO1.6%
Durata media del management1.8yrs
Durata media del Consiglio di amministrazione5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha Jun 22

Butterfly Network: Don't Chase The Midjourney Pop

Summary Butterfly Network jumped about 56% to $8.90 in one session after Midjourney unveiled a full-body ultrasound scanner built on Butterfly's chip, validating the platform. The bull case is serious because a profitable, bootstrapped AI lab chose Butterfly's chip for its flagship hardware, opening a licensing business far larger than handheld probes. The risks are equally serious because the disclosed payments are small and back-loaded to 2028, and Midjourney plans completely custom silicon by its third-generation scanner. Modeling three weighted cases, the Midjourney option is worth about $1.50 to $2 per share, yet the market is now paying roughly $3.19, the entire June pop. The growing, higher-margin core business supports a floor near $5.50 to $6.00, so I rate Butterfly a Hold and would only add on weakness toward the low $6s. Read the full article on Seeking Alpha
Articolo di analisi Jun 16

Butterfly Network (BFLY) Stock Looks Near Fair Value Ahead Of TD Cowen Event

Why Butterfly Network stock is in focus after the TD Cowen event Butterfly Network (BFLY) is drawing attention as investors look ahead to management’s appearance at the TD Cowen Medical Devices Emerging Growth Call Series, where executives are expected to outline product priorities and commercialization efforts. The discussion is set to cover handheld ultrasound scaling, AI powered software subscriptions, and enterprise rollouts, giving current and potential shareholders fresh context on how...
Aggiornamento della narrazione Jun 15

BFLY: AI Ultrasound Platform And HomeCare Pilots Will Shape Future Earnings Profile

Analysts have maintained Butterfly Network's fair value target at $5.25 and made small adjustments to underlying inputs, including a lower discount rate, slightly softer assumptions for revenue growth and profit margins, and a higher future P/E. These changes result in a more finely tuned outlook rather than a major shift in view.
Aggiornamento della narrazione Jun 01

BFLY: Embedded Platform And AI Ultrasound Tools Will Support Future Software Upside

Analysts have adjusted their price target on Butterfly Network from $5.56 to $5.69, reflecting updated views on revenue growth, profit margins, and future P/E expectations. What's in the News Issued earnings guidance for Q2 2026, with expected revenue in a range of US$27 million to US$31 million, described as approximately 24% year-over-year growth at the midpoint (Corporate Guidance).
Aggiornamento della narrazione Apr 29

BFLY: Embedded Platform Shift And AI Tools Will Support Future Upside

Analysts have lifted Butterfly Network's price target to $6.00 from $4.50, citing stronger recent results and growing expectations that Butterfly Embedded will play a larger role alongside the core POCUS business. Analyst Commentary Bullish analysts are pointing to the new US$6.00 price target as a sign that recent execution and future product mix are reshaping how the market frames Butterfly Network's potential.
Aggiornamento della narrazione Apr 15

BFLY: Embedded Platform And AI Tools Will Reshape Future Earnings Profile

Narrative Update Analysts have lifted their average price target on Butterfly Network to $6 from $4.50, citing stronger recent results and growing expectations that Butterfly Embedded could become a more central revenue driver alongside the core POCUS business. Analyst Commentary Recent research points to growing interest in Butterfly Network’s progress around Butterfly Embedded alongside its core point of care ultrasound (POCUS) business.
Aggiornamento della narrazione Apr 01

BFLY: Embedded Ultrasound Platform Is Expected To Reshape Future Earnings Profile

Analysts have increased the price target for Butterfly Network from $2.00 to $5.25, reflecting updated assumptions around revenue growth, profit margins, and future P/E. Recent research points to stronger contribution from Butterfly Embedded alongside the core POCUS business.
Aggiornamento della narrazione Mar 17

BFLY: Embedded Platform And Cloud Authorizations Will Support Future Software Like Upside

Narrative Update Analysts have lifted their price targets on Butterfly Network by up to $1.50 to $6, citing recent Q4 results and growing interest in Butterfly Embedded as an additional revenue stream alongside the core POCUS business. Analyst Commentary Bullish analysts are framing the recent price target moves as a reaction to Q4 results and a growing focus on Butterfly Embedded as a separate, software-like revenue driver alongside the core point of care ultrasound, or POCUS, business.
Aggiornamento della narrazione Mar 03

BFLY: Embedded Platform And Cloud Authorizations Will Drive Future Upside

Narrative Update Introduction The updated analyst price target for Butterfly Network moves from $5.06 to $5.56. Analysts view stronger recent results and growing expectations around Butterfly Embedded as an additional revenue stream as supportive of a slightly higher fair value and P/E assumption.
Aggiornamento della narrazione Feb 17

BFLY: Government Cloud Authorizations And AI Platform Will Support Future Upside

Analysts have lifted their fair value estimate for Butterfly Network from $4.19 to $5.06, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E that align with the recent $2 and $1.50 price target moves cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts are backing up the recent fair value lift with higher price targets, suggesting their models support more upside potential than the prior US$4.19 view.
Articolo di analisi Feb 13

Some Butterfly Network, Inc. (NYSE:BFLY) Shareholders Look For Exit As Shares Take 31% Pounding

The Butterfly Network, Inc. ( NYSE:BFLY ) share price has softened a substantial 31% over the previous 30 days, handing...
Aggiornamento della narrazione Feb 03

BFLY: Beam Steering And New Partnerships Will Support Future Ultrasound Upside

Analysts have lifted their price target for Butterfly Network by US$0.50 to US$5.50, reflecting updates to their fair value estimate, discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations informed by recent Street research. Analyst Commentary Recent Street research shows multiple bullish analysts revisiting their models and adjusting price targets higher for Butterfly Network, including one move to a higher level by US$2.00 and another by US$1.50.
Aggiornamento della narrazione Jan 19

BFLY: Beam Steering API Will Support Undervalued Ultrasound Growth Story

Analysts have lifted their price target on Butterfly Network by roughly $1, reflecting updated fair value assumptions, a slightly higher discount rate, modestly adjusted revenue growth expectations, a small improvement in projected profit margin, and a higher future P/E multiple. What's in the News Butterfly Network plans to release a Beam Steering API in the first half of 2026, opening core ultrasound-on-chip capabilities like iQ Slice and iQ Fan to third party AI developers within its Butterfly Garden and co development programs, subject to ongoing development, regulatory review, and partner agreements (Key Developments).
Aggiornamento della narrazione Jan 05

BFLY: Licensing Deal And New AI Platform Will Support Future Upside

Analysts have raised their price target on Butterfly Network to US$4.19 from US$3.92, citing updated assumptions around fair value, discount rates, revenue growth, profit margins and future P/E. What's in the News Entered a five-year co-development and licensing agreement with Midjourney for semiconductor-based ultrasound technology, including a US$15 million one-time fee, a US$10 million annual license fee and potential milestone, revenue-sharing and chip purchase payments under customary IP and confidentiality terms (Key Developments).
Articolo di analisi Dec 26

Butterfly Network, Inc. (NYSE:BFLY) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, Butterfly Network, Inc. ( NYSE:BFLY ) shares have been powering on, with a gain of 28...
Aggiornamento della narrazione Dec 16

BFLY: AI Enterprise Platform And Licensing Agreement Will Drive Meaningful Upside

Analysts have modestly raised their price target on Butterfly Network to reflect a slightly lower discount rate and a marginally higher future valuation multiple, even as they factor in somewhat softer long term profit margins. What's in the News Signed a five-year co-development and licensing agreement with Midjourney, granting an exclusive license to Butterfly’s ultrasound-on-chip platform.
Aggiornamento della narrazione Dec 02

BFLY: Advancements In AI Platform And Partnerships Will Drive Meaningful Upside

Analysts have raised their price target for Butterfly Network from $3.58 to $3.92 per share, citing modest improvements in revenue growth as well as stronger fair value estimates. What's in the News Butterfly Network entered a five-year co-development and licensing agreement with Midjourney, granting exclusive rights to certain ultrasound-on-chip technologies and securing a $15 million up-front payment and $10 million annual license fee, with potential milestone and revenue sharing payments.
Aggiornamento della narrazione Nov 18

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

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.
Articolo di analisi Sep 19

Butterfly Network, Inc.'s (NYSE:BFLY) P/S Is Still On The Mark Following 37% Share Price Bounce

Butterfly Network, Inc. ( NYSE:BFLY ) shareholders are no doubt pleased to see that the share price has bounced 37% in...
Articolo di analisi Jul 11

With A 28% Price Drop For Butterfly Network, Inc. (NYSE:BFLY) You'll Still Get What You Pay For

Butterfly Network, Inc. ( NYSE:BFLY ) shareholders that were waiting for something to happen have been dealt a blow...
Articolo di analisi May 28

Butterfly Network (NYSE:BFLY) Is In A Strong Position To Grow Its Business

We can readily understand why investors are attracted to unprofitable companies. Indeed, Butterfly Network ( NYSE:BFLY...
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Nuova narrazione Mar 26

iQ3 Launch And FDA Clearance Will Open Global Markets

Success of the iQ3 device and international expansion enhances market position and boosts revenue growth through higher ASPs and increased unit sales.
Articolo di analisi Mar 07

What You Can Learn From Butterfly Network, Inc.'s (NYSE:BFLY) P/S After Its 37% Share Price Crash

Butterfly Network, Inc. ( NYSE:BFLY ) shares have had a horrible month, losing 37% after a relatively good period...
Seeking Alpha Feb 20

Butterfly Network Flying High, Wait For The Price To Flutter Down

Summary Despite strong momentum, Butterfly Network is a sell at around $4.90; the company is not profitable and faces market risks from tariffs and competition. The stock's valuation metrics are weak, with low earnings growth. Butterfly's R&D spending has decreased, raising concerns about future innovation in the competitive medical device market. BFLY is issuing more stock for the second time in 6 years. Read the full article on Seeking Alpha
Articolo di analisi Jan 07

Revenues Tell The Story For Butterfly Network, Inc. (NYSE:BFLY) As Its Stock Soars 30%

Despite an already strong run, Butterfly Network, Inc. ( NYSE:BFLY ) shares have been powering on, with a gain of 30...
Seeking Alpha Dec 12

Butterfly Network: Time For A Pause

Summary The stock of Butterfly Network has rallied sharply in recent months. The company has beat top and bottom line estimates for three straight quarters and recently announced a new company initiative. That said, analyst firms appear to believe the shares are fully valued now, and the company is still posting annual losses. An updated analysis around Butterfly Network follows in the paragraphs below. Read the full article on Seeking Alpha
Articolo di analisi Nov 07

Butterfly Network, Inc. (NYSE:BFLY) Stocks Shoot Up 37% But Its P/S Still Looks Reasonable

Butterfly Network, Inc. ( NYSE:BFLY ) shares have continued their recent momentum with a 37% gain in the last month...
Articolo di analisi Nov 06

Butterfly Network, Inc. (NYSE:BFLY) Just Reported And Analysts Have Been Lifting Their Price Targets

As you might know, Butterfly Network, Inc. ( NYSE:BFLY ) just kicked off its latest third-quarter results with some...
Seeking Alpha Oct 03

Butterfly Network: Can't Fly Much Higher

Summary Butterfly Network's innovative portable ultrasound devices show strong disruption potential. Despite promising technology and international expansion, the company faces significant cash burn and operational losses. The future success hinges on the effectiveness of the sales team and maintaining regulatory compliance in the healthcare sector. Shares are a hold with price target of $2. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Joe DeVivo rispetto agli utili di Butterfly Network?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$76m

Dec 31 2025US$6mUS$900k

-US$77m

Sep 30 2025n/an/a

-US$80m

Jun 30 2025n/an/a

-US$63m

Mar 31 2025n/an/a

-US$65m

Dec 31 2024US$5mUS$875k

-US$72m

Sep 30 2024n/an/a

-US$99m

Jun 30 2024n/an/a

-US$109m

Mar 31 2024n/an/a

-US$122m

Dec 31 2023US$11mUS$589k

-US$134m

Compensazione vs Mercato: La retribuzione totale di Joe ($USD 6.38M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.19M ).

Compensazione vs guadagni: La retribuzione di Joe è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Joe DeVivo (59 yo)

3.2yrs
Mandato
US$6,382,814
Compensazione

Mr. Joseph M. DeVivo, also known as Joe, serves as President, Chief Executive Officer, principal executive officer and Chairman of the Board at Butterfly Network, Inc. since April 24, 2023. He had been Pre...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Joseph DeVivo
CEO, President & Chairman of the Board3.2yrsUS$6.38m1.58%
$ 33.2m
Jonathan Rothberg
Founder & Director15.4yrsUS$242.50k11.45%
$ 240.2m
John Doherty
Executive VP & CFOless than a yearUS$4.77m0.032%
$ 671.3k
Steven Cashman
Executive VP & Chief Business Officer1.8yrsUS$2.52m0.62%
$ 13.1m
Megan Carlson
Chief Accounting Officer & Senior VP of Finance & Accounting1yrNessun dato0.19%
$ 4.1m
Victor Ku
Senior VP & CTOless than a yearNessun datoNessun dato
Kate Driscoll
Vice President of Complianceno dataNessun datoNessun dato
Nicholas Caezza
VP & Deputy General Counsel & Corporate Secretaryno dataNessun datoNessun dato
Mercedes Kelemen
Vice President of Human Resourcesno dataNessun datoNessun dato
John Soto
Senior Vice President of International2.9yrsNessun datoNessun dato
Jason Heim
Senior Vice President of US Salesno dataNessun datoNessun dato
Paula LeClair
Senior Vice President of Home Careno dataNessun datoNessun dato
1.8yrs
Durata media
60yo
Età media

Gestione esperta: Il team dirigenziale di BFLY non è considerato esperto (durata media 1.8 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Joseph DeVivo
CEO, President & Chairman of the Board3.2yrsUS$6.38m1.58%
$ 33.2m
Jonathan Rothberg
Founder & Directorno dataUS$242.50k11.45%
$ 240.2m
Lawrence Robbins
Lead Independent Director6.3yrsUS$285.11k1.85%
$ 38.8m
Caroll Neubauer
Independent Directorless than a yearNessun datoNessun dato
Elazer Edelman
Independent Director5.3yrsUS$255.00k0.11%
$ 2.3m
S. Phanstiel
Independent Director5.3yrsUS$262.50k0.18%
$ 3.8m
Erica Schwartz
Independent Director4.8yrsUS$252.50k0.11%
$ 2.4m
5.0yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BFLY sono considerati esperti (durata media dell'incarico 5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/26 06:41
Prezzo dell'azione a fine giornata2026/06/26 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Butterfly Network, Inc. è coperta da 5 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Neil ChatterjiB. Riley Securities, Inc.
Ilya ZubkovFreedom Broker
Benjamin HaynorLake Street Capital Markets, LLC