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BFBFLY

Butterfly Network, Inc.

$BFLY·$2.0B·Medical - Devices·Healthcare
$7.88-1.0%YTD+103.1%1Y+316.9%
Price updated 3h ago·X counts updated 4d ago
BFBFLY
$BFLYButterfly Network, Inc.
$7.88-1.01%88 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BFLY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

88X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $BFLY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-31

Sentiment is quietly bullish and technically-driven — several traders flag a two-month cup-and-handle setup on Butterfly Network, note fresh positions started in the low $8s, and frame the name as part of a broader AI-in-medical-devices thesis alongside ABSI, IMNM, and ABCL. The chatter is thin but coherent, and no bearish counter-argument surfaces in the sample.

Read what X is saying about $BFLY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BFLY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-09-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Butterfly Network handheld ultrasound up 345% year-on-year — real revenue growth plus AI-medical-devices theme.

Butterfly Network makes handheld ultrasound devices — the iQ+ probe plus a growing AI diagnostic software layer, used in point-of-care hospital and global-health settings. Shares are up 87% YTD and 345% year-on-year as the AI-in-medical-devices theme reprices the equity.

  • Growth is genuine and accelerating: Q1 revenue grew 25% YoY to $26.5M with a -51% operating margin (losses narrowing), and Q4 grew 41% YoY — the last three quarterly EPS surprises averaged +49% (loss narrowing beats), on a $2B market cap trading at 22x TTM sales.
  • The insider tell is worth noting: Steve Cashman sold $1M on Sept 9 plus a Sept 4 Caezza sale, and Joseph DeVivo gifted 250,000 shares Aug 25 — coordinated liquidity, not a break signal, but a real 'valuation-full' tempering signal on a stock that has quadrupled. Glenview Capital's 4.8% Class A stake is the counter-institutional signal.

Oct 30 Q3 earnings is the check — a maintained 20%+ revenue growth plus additional AI diagnostic-software commercial contract wins is what breaks the coil upward, while another Q3 revenue deceleration or a fresh insider-cluster sale is what would seal the drift. Two-month cup-and-handle setup is the technical anchor.

Agrees with X sentimentLine up with the constructive X read — the two-month cup-and-handle setup, entries in the low $8s, and the AI-in-medical-devices theme alongside ABSI/IMNM/ABCL are all real. The tape is genuinely quietly bullish; what the crowd doesn't fully name is the $1M-plus Sept insider cluster.

What to watch: Oct 30 Q3 earnings for revenue growth, gross margin, and any AI diagnostic software commercial contract. Maintained 20%+ growth plus AI software commercial win breaks the coil; another Q3 deceleration or fresh insider cluster sale confirms the drift.

On the calendar: 2026-10-30 — Q3 2026 earnings

Read the AI verdict on $BFLY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes a chip-scale portable ultrasound probe (iQ+) pairing with smartphones for point-of-care whole-body imaging.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $BFLY.

Medical - Devices · Healthcare

Procedure-volume recovery is driving device demand; AI-guided cardiac ablation and robotic orthopedics are capturing premium surgical mix while continuous glucose monitors extend device revenue into ambulatory care. Supply-chain normalization has improved gross margins across the cohort.

What this means for $BFLY

Partial — Butterfly Network AI-ultrasound; point-of-care ultrasound with AI imaging, scaling in clinical and emerging markets.

Industry benchmark

17-name peer basket
+7.2%YTD
+6.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-30.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-35.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-79.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
22.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-36.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$-0.01$-0.04+71.4%
Q1 2026Apr 30, 2026$-0.03$-0.04+25.0%
Q4 2025Feb 26, 2026$-0.02$-0.04+50.0%
Q3 2025Oct 31, 2025$-0.13$-0.07-85.7%
Next earningsFri, Oct 30·consensus EPS $-0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$26.5M+25.0%68.9%-50.8%$-0.05$-14.8M
Q4 FY25$31.5M+41.0%67.3%-61.8%$-0.06$7.9M
Q3 FY25$21.5M+4.5%-17.5%-151%$-0.13$-3.9M
Q2 FY25$23.4M+8.8%63.7%-68.9%$-0.06$-8.1M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$121.4M$117.9M – $126.1M-$0.12-$0.12 – -$0.113
FY27$147.4M$143.2M – $153.1M-$0.07-$0.08 – -$0.073
FY28$193.6M$175.4M – $208.2M$0.01$0.00 – $0.033
FY29$433.1M$420.6M – $449.8M$0.66$0.64 – $0.691
FY30$220.0M$213.6M – $228.5M$0.00$0.00 – $0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+49.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 203.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 4Megan CarlsonCAO and SVP, Finance13.8K sh$101KSellSep 4Steve CashmanChief Business Officer140.1K sh$1.0MSellSep 2Nicholas CaezzaDeputy General Counsel1.7K sh$14KSellAug 17Larry RobbinsDirector582.5K sh$5.2MSellAug 14Larry RobbinsDirector824.7K sh$7.2MBuyAug 14Phanstiel S. LouiseDirector115.2K sh$1000KSellAug 13Larry RobbinsDirector890.5K sh$8.2MSellAug 11Nicholas CaezzaDeputy General Counsel10.0K sh$98KSellAug 10Joseph DevivoCEO68.3K sh$684KSellAug 3Larry RobbinsDirector156.2K sh$1.3M
1–10 of 32
+ 8 other (7 awards · 1 gift) in window

See when $BFLY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentAug 17SC 13D/A
AI summary

Glenview Capital Management (Larry Robbins) filed SC 13D Amendment No. 8 for Butterfly Network, Inc., triggered August 13, 2026. Glenview Capital holds 11,743,530 Class A shares (4.8% of 244,858,246 shares outstanding); including shares held by Longview Investors LLC (2,964,187) and personal direct holdings, Robbins' aggregate is 15,120,314 shares (6.17%). Ongoing engaged investor position update for Glenview, one of Butterfly Network's significant holders, with no stated change in intent.

SC 13D/AActivist amendmentAug 17SC 13D/A
AI summary

Jonathan M. Rothberg, Ph.D. (Butterfly Network founder) filed SC 13D Amendment No. 12, triggered August 14, 2026. For Class A shares, Rothberg holds 828,775 shares (0.3% of 244,858,246 outstanding), including 80,434 direct plus 726,696 held by his spouse and 21,645 options exercisable within 60 days. For Class B shares, Rothberg holds sole control of all 21,426,937 outstanding shares (100%) via 4C Holdings entities. The dual-class structure means Rothberg retains significant voting control through his Class B position despite a modest economic interest in Class A. Routine update with no stated change in intent.

8-KOfficer or director changeAug 118-K — Item 5.02: Officer or director change
AI summary

Butterfly Network (BFLY) disclosed that Dr. Erica Schwartz has been confirmed as Director of the Centers for Disease Control and Prevention, triggering her previously announced board resignation. The Board has a resulting vacancy following her confirmation to this government role.

SC 13D/AActivist amendmentJul 21SC 13D/A
AI summary

Jonathan M. Rothberg filed Amendment No. 11 to his Schedule 13D on Butterfly Network, Inc. on July 21, 2026, disclosing he beneficially owns approximately 828,775 shares of Class A common stock (~0.4% of Class A, out of 234.8 million shares outstanding) and 22,086,850 shares of Class B common stock (100% of Class B), held through 4C Holdings entities and family trusts. No new acquisition or disposition is highlighted as the triggering event in the excerpt. As the sole holder of all Class B shares — which likely carry supervoting rights — Rothberg retains effective voting control of the company; this amendment appears to be a routine update to position details rather than a new activist or strategic move.

SC 13D/AActivist amendmentJul 17SC 13D/A
AI summary

Jonathan Rothberg, founder of Butterfly Network, filed Amendment 10 to his Schedule 13D disclosing current beneficial ownership of 828,775 shares, approximately 0.4% of outstanding stock. This represents a substantial reduction from his prior reported position, reflecting sales or dilution from company share issuances over time.

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
AI summary

Butterfly Network, Inc. held its 2026 Annual Meeting on June 18, 2026, with 163.2M Class A and 26.4M Class B shares voting as a single class (Class B carries 20 votes per share). All seven director nominees were re-elected for one-year terms: Joseph DeVivo (621.7M votes), Jonathan Rothberg Ph.D. (622.4M), Larry Robbins (622.1M), Caroll Neubauer (622.5M), Elazer Edelman M.D. (622.2M), S. Louise Phanstiel (622.0M), and Erica Schwartz M.D. (621.8M). Two additional proposals were voted on (details truncated). Routine annual governance meeting for a medical ultrasound imaging technology company.

3New insider — initial holdingsMay 213
AI summary

Caroll H. Neubauer filed an initial Form 3 as a new director at Butterfly Network (BFLY) on May 21, 2026, reflecting his appointment to the board effective May 18, 2026. This is a routine new-director ownership disclosure with no open-market transactions reported.

8-KOfficer or director changeMay 88-K — Item 5.02: Officer or director change
AI summary

Butterfly Network (BFLY) disclosed that Dr. Erica Schwartz resigned from its board contingent on her Senate confirmation as CDC Director (nominated by President Trump on April 16, 2026). To fill the vacancy, Caroll H. Neubauer was appointed to the board effective May 7, 2026. The resignation and replacement are tied to a high-profile government appointment.

+ 11 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Executive Waves Goodbye to Nearly 14,000 Shares, Valued at More Than $100,000fool.com·3d agoButterfly Network, Inc. (BFLY) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·4d agoZacks Industry Outlook Medical Systems, American Well and Butterfly Networkzacks.com·5d ago3 Medical Info Systems Stocks to Gain From GenAI Boom Amid Cyber Riskzacks.com·8d agoButterfly Network to Participate in Morgan Stanley 24th Annual Global Healthcare Conference on September 15, 2026businesswire.com·10d ago

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Voices on X · last 7 days

No standout posts about $BFLY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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