Beta Bionics, Inc.

NasdaqGM:BBNX Stock Report

Market Cap: US$419.8m

Beta Bionics Management

Management criteria checks 1/4

Beta Bionics' CEO is Sean Saint, appointed in Aug 2022, has a tenure of 3.75 years. total yearly compensation is $12.19M, comprised of 5.7% salary and 94.3% bonuses, including company stock and options. directly owns 0.98% of the company’s shares, worth $4.12M. The average tenure of the management team and the board of directors is 3.5 years and 1.6 years respectively.

Key information

Sean Saint

Chief executive officer

US$12.2m

Total compensation

CEO salary percentage5.74%
CEO tenure3.8yrs
CEO ownership1.0%
Management average tenure3.5yrs
Board average tenure1.6yrs

Recent management updates

Recent updates

Analysis Article Apr 12

Companies Like Beta Bionics (NASDAQ:BBNX) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Seeking Alpha Mar 13

Beta Bionics: Speculative Appeal After An Eventful Start To The Year

Summary Beta Bionics shares have plunged over two-thirds since December, driven by disappointing 2026 guidance and slowing momentum. BBNX's 2026 revenue guidance of $130–$135 million signals minimal growth from Q4’s annualized $128 million, raising concerns about sustained operational losses. Despite $265 million in net cash, BBNX trades at just over 1x sales, reflecting deep investor skepticism and speculative appeal after severe multiple compression. FDA warnings and competitive risks further pressure sentiment, but current valuation appears de-risked, offering speculative upside if growth reaccelerates. Read the full article on Seeking Alpha
Analysis Article Feb 06

Beta Bionics, Inc.'s (NASDAQ:BBNX) Popularity With Investors Under Threat As Stock Sinks 58%

The Beta Bionics, Inc. ( NASDAQ:BBNX ) share price has fared very poorly over the last month, falling by a substantial...
New Narrative Feb 03

Pharmacy-Driven Diabetes Technology Adoption Will Support A Stronger Long-Term Outlook

Catalysts About Beta Bionics Beta Bionics develops automated insulin delivery systems aimed at simplifying diabetes management for people using insulin pumps. What are the underlying business or industry changes driving this perspective?
Analysis Article Jan 10

We're Hopeful That Beta Bionics (NASDAQ:BBNX) Will Use Its Cash Wisely

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analysis Article Oct 30

Beta Bionics, Inc. (NASDAQ:BBNX) Looks Just Right With A 35% Price Jump

Despite an already strong run, Beta Bionics, Inc. ( NASDAQ:BBNX ) shares have been powering on, with a gain of 35% in...
Analysis Article Sep 22

Companies Like Beta Bionics (NASDAQ:BBNX) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Seeking Alpha Apr 24

Beta Bionics: Slowing Down Or Being Conservative?

Summary Beta Bionics' iLet product offers a simplified diabetes treatment, but shares have plunged 60% since the IPO due to a non-inspiring 2025 outlook, indicating potential lost market momentum. Despite strong initial growth and a significant IPO, the company's operating losses and competitive risks warrant a cautious investment stance. The 2025 sales guidance of $80-$85 million implies no sequential growth, raising concerns about market competitiveness and potential margin pressure. With substantial net cash holdings, the stock remains interesting if the guidance is conservative, offering potential upside given the current low valuation. Read the full article on Seeking Alpha
Seeking Alpha Feb 02

Beta Bionics: A Sugar Rush For This IPO

Summary Beta Bionics' IPO was highly successful, trading 40% above the offer price due to strong growth prospects and relatively cheap sales multiples. The company’s iLet product offers a new, simplified treatment for Type 1 diabetes, with plans to expand to Type 2, doubling the market potential. Despite impressive revenue growth, Beta Bionics faces substantial operating losses, but it has a solid cash position to fund these losses for years. While the growth is compelling, risks include competition, reliance on partners, and the single-product nature, making me cautious about initiating a position now. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Sean Saint's remuneration changed compared to Beta Bionics's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$66m

Dec 31 2025US$12mUS$700k

-US$73m

Sep 30 2025n/an/a

-US$78m

Jun 30 2025n/an/a

-US$73m

Mar 31 2025n/an/a

-US$71m

Dec 31 2024US$886kUS$492k

-US$55m

Compensation vs Market: Sean's total compensation ($USD12.19M) is above average for companies of similar size in the US market ($USD2.72M).

Compensation vs Earnings: Sean's compensation has increased whilst the company is unprofitable.


CEO

Sean Saint (49 yo)

3.8yrs
Tenure
US$12,191,317
Compensation

Mr. Sean T. Saint, PE serves as Director at Beta Bionics, Inc. from August, 2022 and serves as its President. He serves as Chief Executive Officer at Beta Bionics, Inc. from August, 15 2022. He is an engin...


Leadership Team

NamePositionTenureCompensationOwnership
Sean Saint
President3.8yrsUS$12.19m0.98%
$ 4.1m
Stephen Feider
CFO, Treasurer & Secretary3.8yrsUS$5.20m0.39%
$ 1.6m
Mike Mensinger
Chief Product Officer2.8yrsUS$3.64m0.42%
$ 1.8m
David Henderson
Vice President of Operationsno datano datano data
Blake Beber
Head of Investor Relationsno datano datano data
Steven Russell
Chief Medical Officer3.5yrsno data0.40%
$ 1.7m
Mark Hopman
Chief Commercial Officer2.6yrsUS$992.43k0.31%
$ 1.3m
3.5yrs
Average Tenure
47yo
Average Age

Experienced Management: BBNX's management team is considered experienced (3.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Sean Saint
President3.8yrsUS$12.19m0.98%
$ 4.1m
Sean Carney
Independent Director6.3yrsUS$225.00k0%
$ 0
Gerard Michel
Independent Director1.2yrsUS$204.67kno data
Daniel Dearen
Independent Director1.6yrsUS$242.50kno data
Maria Palasis
Independent Director1.3yrsUS$232.50k0.028%
$ 117.1k
Christina Jones
Independent Director1.3yrsUS$232.50k0%
$ 0
Adam Lezack
Independent Chairperson2.4yrsUS$287.50k0.028%
$ 117.1k
1.6yrs
Average Tenure
56yo
Average Age

Experienced Board: BBNX's board of directors are not considered experienced ( 1.6 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/20 10:07
End of Day Share Price 2026/05/20 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Beta Bionics, Inc. is covered by 16 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey JohnsonBaird
Travis SteedBofA Global Research
Travis SteedBofA Global Research