CeriBell, Inc. (NASDAQ:CBLL) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

CeriBell, Inc. (NASDAQ:CBLL) just released its second-quarter report and things are looking bullish. It looks like a positive result overall, with revenues of US$21m beating forecasts by 3.7%. Statutory losses of US$0.38 per share were 3.7% smaller than the analysts expected, likely helped along by the higher revenues. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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Following the latest results, CeriBell's seven analysts are now forecasting revenues of US$86.8m in 2025. This would be a meaningful 12% improvement in revenue compared to the last 12 months. Losses are expected to increase substantially, hitting US$1.57 per share. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$85.9m and losses of US$1.54 per share in 2025. Overall it looks as though the analysts were a bit mixed on the latest consensus updates. Although revenue forecasts held steady, the consensus also made a modest increase to its losses per share forecasts.

See our latest analysis for CeriBell

As a result, there was no major change to the consensus price target of US$30.00, with the analysts implicitly confirming that the business looks to be performing in line with expectations, despite higher forecast losses. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values CeriBell at US$36.00 per share, while the most bearish prices it at US$21.00. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that CeriBell's revenue growth is expected to slow, with the forecast 26% annualised growth rate until the end of 2025 being well below the historical 42% growth over the last year. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 8.3% annually. Even after the forecast slowdown in growth, it seems obvious that CeriBell is also expected to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts increased their loss per share estimates for next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that in mind, we wouldn't be too quick to come to a conclusion on CeriBell. Long-term earnings power is much more important than next year's profits. We have forecasts for CeriBell going out to 2027, and you can see them free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for CeriBell that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.