BO

BridgeBio Oncology Therapeutics Inc.

BBOT·NASDAQ

$8.19

-0.97%
HealthcareBiotechnology

BridgeBio Oncology Therapeutics is a clinical-stage biopharmaceutical company developing next-generation small molecule therapeutics targeting RAS and PI3Kα malignancies, which are prevalent oncogenes in human tumors. Initially formed as a subsidiary of BridgeBio Pharma, it focuses on precision oncology with a pipeline that includes BBO-8520, BBO-10203, and BBO-11818 programs targeting KRAS and PI3K pathways. The company recently went public through a business combination with Helix Acquisition Corp. II, raising approximately $450 million to advance clinical development. The CEO is Dr. Eli Wallace, and the CSO is Dr. Pedro Beltran.

At a Glance

Live Snapshot
Market Cap$656.08M
EPS-4.3000
P/E Ratio-1.90
Earnings Date06/04/2026
b

BridgeBio Oncology Therapeutics Inc. Street Expectations Map

BBOT · NASDAQ

Wall Street analysts project that BBOT stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 22.00, with estimates ranging from a low of 18.00 to a high of 24.00.

Lowest Target
18.00
119.78%
Consensus Target
22.00
168.62%
Highest Target
24.00
193.04%

The consensus 1-year price target stands at 22.00, with estimates ranging from a low of 18.00 to a high of 24.00.

Analyst Consensus Analysis

Upside Potential

+168.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

27.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

b

BridgeBio Oncology Therapeutics Inc. Forward Estimates of Revenue

BBOT · NASDAQ
Latest Revenue
0.00
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

b

BridgeBio Oncology Therapeutics Inc. Forward Estimates of Net Income

BBOT · NASDAQ
Latest Net Income
-134.04M
FY 2025
Avg Estimate
-69.64M
FY 2026
Estimate Range
-76.62M - -62.66M
Analyst Spread

Forward Growth Analysis

Projected Growth+48.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Estimate Spread20%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

b

BridgeBio Oncology Therapeutics Inc. Forward Estimates of EPS

BBOT · NASDAQ
Latest EPS
-4.30
FY 2025
Avg Estimate
$-2.24
FY 2026
Estimate Range
$-2.46 - $-2.01
Analyst Spread

Forward Growth Analysis

Projected Growth+47.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread20%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

b

BridgeBio Oncology Therapeutics Inc. Forward Estimates of EBIT

BBOT · NASDAQ
Latest EBIT
-145.82M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth+100.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

b

BridgeBio Oncology Therapeutics Inc. Forward Estimates of EBITDA

BBOT · NASDAQ
Latest EBITDA
-145.82M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth+100.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

b

BridgeBio Oncology Therapeutics Inc. Forward Estimates of SG&A Expense

BBOT · NASDAQ
Latest SG&A Expense
24.62M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth-100.0%

Significant contraction projected—major business challenges or industry disruption likely.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

b

BridgeBio Oncology Therapeutics Inc. Insider Positioning

BBOT · NASDAQ

During the last 12 months, insiders have purchased $40.50M and sold $420K worth of BBOT shares, resulting in $40.08M of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

1.6M

20.08M

Sold

0

0.00

Net Activity

+20.1M

+$20.08M

9-12 Months

Bought

2.1M

20.42M

Sold

81.1K

419.94K

Net Activity

+20.0M

+$20.00M

Top Buyers

1
WEM

Wallace Eli M.

Director, Officer: Chief Executive Officer

2.1M shares2 transactions

$24.88M

2
MU

Mehra Uneek

Officer: Chief Financial Officer

633.6K shares1 transactions

$6.08M

3
BP

Beltran Pedro

Officer: Chief Scientific Officer

357.2K shares1 transactions

$3.43M

4
BY

Ben Yong

Officer: Chief Med & Dev Officer

357.2K shares1 transactions

$3.43M

5
BJ

Bauer Jake

Director

138.2K shares1 transactions

$1.33M

Top Sellers

1
TPP

Tipirneni Praveen P.

Director

81.1K shares1 transactions

$420K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $40.08M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

96.45:1

Exceptional buy/sell ratio. Buying dramatically outweighs selling—one of the strongest possible insider signals.

Insider Participation

High Buying

5 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.