Reading BFRG? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track BFRG free→Reading BFRG? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track BFRG free→NASDAQHealth CareHealth Information ServicesSnapshot 2026-06-16
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is neutral. Earnings quality cannot be assessed since the company is unprofitable. Management's recent track record has been unsteady, with frequent changes. Risk is high, and the sector backdrop is a headwind. Compared with sector peers, BFRG is below typical. Peer multiples imply a price about 4% above where it trades (it looks cheap on this basis); the read is fair, but weakening. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 1 valuation methods, at three horizons. Current price $0.69. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $0.69, BFRG's earnings are too small for P/E to mean much; on sales it trades at 29× p/s (17.7× the 2× p/s peer median). That gap is an optionality premium a financial-multiple model can't price — our $0.72 fair value covers only the as-is business, low confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price sits about 4% below a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 50% of the time over the next year (vs 57% for the rest of the cohort, n=3115).
Over the trailing year it converted 0.89x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
13 material management or governance events in the past 24 months, led by legal/regulatory items. Historically, Health Care names rated volatile grew net income 43% of the time over the next year (vs 57% for the rest of the cohort, n=600).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
via XLV
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$439.
How much price usually moves either way.
On a bad day, this stock has moved -$902.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $7,374.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Revenue growth trends can show if Bullfrog AI is keeping pace with peers. This is vital as the healthcare sector matures.
Confirms one read:Healthcare sector revenue growth is speeding up again. It is close to 10% year over year.
Confirms the other:Healthcare sector revenue growth is slowing down. It is now below 5% year over year.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for BFRG yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On June 11, 2026, the Compensation Committee (the “Committee”) of the Board of Directors of BullFrog AI Holdings, Inc. (the “Company”) approved an increase to the annual base salary of Vininder Singh, the Company’s Chief Executive Officer, from $400,000.00 to $600,000.00, effective as of June 11, 2026. Additionally, the Committee approved a change…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
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.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Health Care Technology.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
BFRG Bullfrog AI Holdings Inc | Below typical Show detailsSector percentile: 1 of 100 | fair | high |
VEEV Veeva Systems | Above typical Show detailsSector percentile: 79 of 100 | full | elevated |
SOLV Solventum | Above typical Show detailsSector percentile: 75 of 100 | fair | moderate |
TEM TEMPUS AI, INC. | Above typical Show detailsSector percentile: 72 of 100 | — | elevated |
TXG 10X Genomics, Inc. | Typical Show detailsSector percentile: 47 of 100 | expensive | elevated |
Not investment advice. As of 2026-06-16.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on regaining compliance with Nasdaq's minimum stockholders' equity requirement.
Entered into a Feasibility Agreement to apply AI tools for drug target discovery.
Address compliance with Nasdaq's minimum bid price requirement.
Other Events. On April 22, 2026, BullFrog AI Holdings, Inc. (the “Company”) issued a press release announcing the Company received a notification letter on April 21, 2026 from the Listing Qualifications Department of the Nasdaq Stock Market notifying the Company that it had regained compliance with the minimum stockholders’ equity requirement under Nasdaq Listing Rule 5550(b)(1). A copy of the press release is filed as Exhibit 99.1 to this Form 8-K. Cautionary Note regarding Forward-Looking S…
Entry Into a Material Definitive Agreement. On March 27, 2026, BullFrog AI Holdings, Inc. (the “Company”) entered into a Feasibility Agreement (the “Agreement”) with a global pharmaceutical company (the “Client”). Pursuant to the Agreement, the Company will apply its proprietary methodology and artificial intelligence and machine learning tool, bfLEAP®, to discover and provide the Client with prioritized drug target candidates, associated causal gene networks with target near-neighbors unblin…
Other Matters. As originally disclosed, on August 21, 2025, BullFrog AI Holdings, Inc. (the “Company”) received a letter from The Nasdaq Stock Market LLC (“Nasdaq”) notifying the Company that it was not in compliance with Nasdaq Listing Rule 5550(b)(1), which requires certain companies listed on The Nasdaq Capital Market to maintain minimum stockholders’ equity of $2,500,000 (the “Stockholders’ Equity Requirement”). The Company ultimately requested a hearing before an independent Nasdaq Heari…
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. As previously reported, on August 21, 2025, BullFrog AI Holdings, Inc. (the “Company”) received written notice from The Nasdaq Stock Market LLC (“Nasdaq”) that the Company was not in compliance with Nasdaq Listing Rule 5550(b)(1), which requires companies listed on The Nasdaq Capital Market to maintain a minimum of $2,500,000 in stockholders’ equity for continued listing (the “Stockholders’ Eq…