Bridgebio Pharma, Inc. (BBIO)
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
Research Workspace
Put BBIO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Biotechnology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Manage operating losses and improve operating income: Operating income: $-11.64M.
View ThesisRevenue growth is accelerating — up about 202% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskBBIO’s pipeline case rests on continued revenue growth, with cardiac data supporting regulatory advancement. Revenue grew 120% year over year in Q2 FY2026, while Q3 earnings beat consensus. BBIO trades at 19× sales versus a 10× peer median, near its 23× history. The price reflects less growth than our forecast, despite that peer premium. Operating income of $-11.64M pressures the operating-loss improvement pillar. Our model puts the next-quarter miss probability near 50%. Peer multiples imply a price about 18% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. BBIO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering BBIO (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for BBIO in the last 4 months.
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Compare BBIO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BBIO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Biotechnology — fair value, gap to price, and forward P/E.
Compare the value case
Put BBIO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Positive cardiac data supports pipeline advancement.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $70.73
The last 12 months of price, then the range of analyst 12-month targets from today’s $70.73.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.

Advances: Advance pipeline with NDA submissions and regulatory approvals
Positive data on Acoramidis supports pipeline advancement.

Advances: Expand patient access and affordability through government agreements
New deal enhances patient access and affordability.

Advances: Grow revenue through Attruby and new product launches
Analyst upgrade reflects confidence in revenue growth from Attruby.

Advances: Advance pipeline with NDA submissions and regulatory approvals
Positive data supports NDA submissions and regulatory approvals.
Advances: Advance pipeline with NDA submissions and regulatory approvals
Priority reviews enhance chances for regulatory approvals.

Threatens: Capital allocation including share repurchase program
Share sale may impact capital allocation strategy.

Advances: Grow revenue through Attruby and new product launches
Price target increase indicates confidence in revenue growth.
