Butterfly Network, Inc.
$4.39
-4.1%Butterfly Network, Inc., a digital health company, develops, manufactures, and commercializes ultrasound imaging solutions in the United States and internationally. It offers Butterfly iQ, a handheld and single-probe whole body ultrasound system; Butterfly iQ+, a point-of-care ultrasound imaging device that connects with a smartphone, tablet, and hospital computer system; and Butterfly Blueprint, a system-wide ultrasound platform with Compass software that integrates into a healthcare system's clinical and administrative infrastructure. The company also provides Butterfly system, which includes probes, and related accessories and software subscriptions, to healthcare systems, physicians, and healthcare providers through a direct sales force, distributors, and eCommerce channel. In addition, it offers cloud-based software solutions to healthcare systems, teleguidance, in-app educational tutorials, and formal education programs through its Butterfly Academy software, as well as clinical support and services. Butterfly Network, Inc. was incorporated in 2011 and is headquartered in Guilford, Connecticut.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
Medium confidenceValuation multiple is compressed (P/E -14.2).
Valuation inputs: P/E -14.2, earnings yield N/A, momentum -4.1%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is soft (ROE -39.3%, ROIC -36.9%).
Profitability stack: net margin -79.0%, ROE -39.3%, ROIC -36.9%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceRisk profile is balanced but has notable pressure points to monitor.
Risk factors: liabilities/assets +33.9%, momentum -4.1%, net margin -79.0%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Butterfly Network, Inc. Market vs Earnings Trajectory
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Butterfly Network, Inc. Fair Value Envelope
Butterfly Network, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Strong gross margins indicate healthy pricing and efficient production or service delivery.
Operating Margin
Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.
Net Profit Margin
Net losses indicate the company is burning cash. Sustainability depends on path to profitability.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Butterfly Network, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Weak cash conversion. Significant portion of earnings not converting to cash—review working capital trends and capital intensity.
CapEx Intensity
Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.
FCF Growth Trend
Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.
Working Capital Impact
Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.
Butterfly Network, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.
Debt-to-Equity Ratio
Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.
Financial Health Insight
Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.
Butterfly Network, Inc. Street Expectations Map
Wall Street analysts project that BFLY stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 5.42, with estimates ranging from a low of 5.25 to a high of 5.50.
The consensus 1-year price target stands at 5.42, with estimates ranging from a low of 5.25 to a high of 5.50.
Analyst Consensus Analysis
Upside Potential
Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
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.
Butterfly Network, Inc. Insider Positioning
During the last 12 months, insiders have purchased $4.72M and sold $20.19M worth of BFLY shares, resulting in $15.47M of net selling activity.
3 Months
0
0.00
457.9K
2.29M
-2.3M
-$2.29M
3-6 Months
21.4K
64.47K
3.8M
14.01M
-13.9M
-$13.94M
6-9 Months
1.6M
4.65M
1.3M
3.89M
+764K
+$764K
9-12 Months
0
0.00
0
0.00
+0
+$0
Top Buyers
Robbins Larry
Director, 10 Percent Owner:
$4.72M
Top Sellers
Rothberg Jonathan M
Director, 10 Percent Owner:
$13.37M
Cashman Steve
Officer: Chief Business Officer
$3.01M
Devivo Joseph
Director, Officer: President & Ceo
$2.39M
Carlson Megan
Officer: Cao And Svp, Finance
$680K
Carfora Dawn
Director
$302K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $15.47M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Weak buy/sell ratio. Selling significantly exceeds buying—monitor for potential fundamental concerns.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
No Dividend Yield Data
BFLY has not reported any dividend yield values in the available annual periods.
bfly Dividend History
Learning Layer
Related Guides
Build conviction on BFLY by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.