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BFBFLY

Butterfly Network, Inc.

$BFLY·$1.9B·Medical - Devices·Healthcare
$8.22+15.6%YTD+110.6%1Y+474.8%
Mentions · last 7 days
2026-07-28: 30 posts2026-07-29: 26 posts2026-07-30: 69 posts2026-07-31: 55 posts2026-08-01: 24 posts2026-08-02: 20 posts2026-08-03: 54 posts278+13%
Price updated 8h ago·X counts updated 6h ago
BFBFLY
$BFLYButterfly Network, Inc.
$8.22+15.61%278 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BFLY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-31

Catching its breath after a run — could pick back up or fade from here.

Butterfly Network up 351% TTM on the AI-ultrasound story — founder Rothberg just dumped $13M in three days.

Butterfly Network makes handheld ultrasound devices ('iQ+') powered by AI-imaging — the equity has become a retail favorite as the AI-medical-device story caught fire, and the tape has run 351% TTM. The insider tape is now saying wait.

  • The Q2 print was a beat: EPS -$0.01 vs -$0.03 consensus (a 67% surprise on losses) with revenue $26.5M (+25% YoY) — meaning the fundamentals are improving, but from a tiny base ($26.5M quarterly is $106M annualized against a $1.7B market cap = 16x sales for a barely-profit-adjacent business).
  • The Midjourney partnership is real content: mentioned specifically in the Q2 call and driving the recent stock jump — the AI-image-generation collaboration with a leading generative-AI brand is exactly the kind of thematic story that keeps the retail crowd engaged.
  • The founder selling is enormous: Jonathan M. Rothberg sold $7.79M on July 20, then another $5.07M on July 21, then $235K on July 22 — combined ~$13M in three days from the founder himself. Plus Doherty and Ku selling ~$700K combined on July 20. This is coordinated founder-and-officer distribution into strength, and it's the biggest insider signal in the batch.

The Oct 30 Q3 print is the next test — a fourth-consecutive EPS beat plus continued Midjourney-related revenue commentary or new AI-partnership announcements extends the momentum. Continued Rothberg selling into any bounce, combined with a Q3 revenue miss, drops shares back to $5. The setup is 'story-stock at 16x sales with founder distributing hard' — the momentum can extend but the insider tape is a real cap on upside.

Agrees with X sentimentX reads the technical setup right — relative strength with BLZE/AMBA/NTAP/PEP, slingshot on Day 2, StockSonar alert breaking resistance, tight base at 50-day into earnings. Fair take on the tape. What the crowd is missing entirely: Rothberg's $13M three-day sale cluster is a founder-scale distribution signal that historically caps runs even in strong momentum stocks.

What to watch: Oct 30 Q3 earnings — a fourth-consecutive EPS beat plus continued Midjourney-related revenue commentary or new AI-partnership announcements extends the momentum. Continued Rothberg selling plus a Q3 revenue miss drops shares back to $5.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-08-03

Butterfly Network posts are strongly bullish after a record Q2. The crowd points to embedded revenue up 439 percent YoY at $10.8M (now roughly one-third of total revenue), gross margins hitting 71.4 percent, adjusted EBITDA nearly at breakeven, and raised full-year guidance, alongside the MidJourney healthcare partnership. Traders are starting positions on the technical setup and the CEO's NYSE Live pitch. The only 'red' commentary is that the tape faded a good print, framed as impatience rather than a bear case.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics has transitioned from premium to standard-of-care in major procedures.

What this means for $BFLY

Partial — Makes a chip-scale portable ultrasound probe (iQ+) pairing with smartphones for point-of-care whole-body imaging; partial earnings exposure to medical - devices demand dynamics through its product portfolio.

Industry benchmark

20-name peer basket
-4.3%YTD
-6.2%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 $-0.04

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$118.8M$113.3M – $128.8M-$0.13-$0.14 – -$0.123
FY27$142.4M$135.7M – $154.4M-$0.09-$0.10 – -$0.093
FY28$175.0M$150.8M – $217.9M$0.03$0.01 – $0.043
FY29$433.1M$412.9M – $469.6M$0.66$0.62 – $0.732
FY30$220.0M$209.8M – $238.5M$0.00$0.00 – $0.001

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.1.1×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.82%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.+24.7%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.+87.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β2.055-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

SellAug 3Larry RobbinsDirector156.2K sh$1.3MSellJul 31Larry RobbinsDirector1.7M sh$12.7MSellJul 22Jonathan M RothbergDirector36.4K sh$235KSellJul 21Jonathan M RothbergDirector753.3K sh$5.1MSellJul 20Jonathan M RothbergDirector1.2M sh$7.8MSellJul 20Victor KuCTO48.5K sh$318KSellJul 20John N. DohertyCFO57.1K sh$375KSellJul 20Joseph DevivoCEO211.8K sh$1.4MSellJul 17Jonathan M RothbergDirector1.2M sh$7.9MSellJul 16Jonathan M RothbergDirector1.5M sh$10.4M
1–10 of 28
+ 13 other (13 awards) 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
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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 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.

SC 13D/AActivist amendmentMar 17SC 13D/A
SC 13D/AActivist amendmentFeb 17SC 13D/A
+ 13 other (3 earnings 8-Ks · 3 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

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

Butterfly Network, Inc. (BFLY) Q2 2026 Earnings Call Transcriptseekingalpha.com·5d agoButterfly Network Stock Jumps After Q2 Beat Fueled by Midjourney Partnershipbenzinga.com·5d agoButterfly Network, Inc. (BFLY) Reports Q2 Loss, Beats Revenue Estimateszacks.com·5d agoButterfly Network Reports Second Quarter 2026 Financial Resultsbusinesswire.com·5d agoScience Corp. Names Nevada Sanchez as Executive Vice President of Engineeringbusinesswire.com·6d ago

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Voices on X · top 5 · 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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