DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Healthcare
Published
10 Dec 25
Views
469
Not Invested
Butterfly NetworkBFLY
BFLY logo
Fair Value
US$1.8
Share price10 Dec
US$7.96342.2% overvalued intrinsic discount
Loading
1Y321.16%
7D11.80%

A buy recommendation

GI
Gil263

Author hasn't set their bio yet

Published
10 Dec 25
Views
469
Not Invested
Fair ValueUS$1.8
Share priceUS$7.96
342.2% overvalued intrinsic discount
Narrative
Updates0

In a nut shell, I saw Butterfly Network as a medical break through and bought a few hundred shares at a $1.55/shr. and the following news confirmed my reasoning of buying; On November 17, 2025, Butterfly Network’s subsidiary signed a five-year co-development and licensing agreement with Midjourney for exclusive access to its semiconductor-based ultrasound technology, securing a US$15 million upfront payment, US$10 million annual license fees, and further milestone and revenue-sharing potential.

  • Midjourney’s partnership reflects growing industry interest in Butterfly’s ultrasound-on-chip innovation, coinciding with the company's launch of Compass AI, its latest AI-powered enterprise software platform aimed at improving healthcare workflow, compliance, and revenue capture. The only reason that I didn't buy thousands of shares is that fact that many upstart companies dilute existing investor shares by offering more shares to the public to raise money but, a silver lining to this, that it will not most likely happen here because, this company has a strong balance sheet with no debt to equity and a 3 year cash runway which would be way long enough time for this company to be in profit land with no need to offer more shares.

Have other thoughts on Butterfly Network?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

How well do narratives help inform your perspective?

Comments

3 comments

Disclaimer

The user Gil263 holds no position in NYSE:BFLY. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

Read more narratives

BFLY logo
Butterfly Network
20.4% undervalued intrinsic discount
Updated

Delays And Burn Will Hinder Progress While Telehealth Will Help

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 17 Sep
Read Narrative
BFLY logo
Butterfly Network
25.4% undervalued intrinsic discount

AI And Portable Imaging Will Advance Global Healthcare Diagnostics

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
BFLY logo
Butterfly Network
27.6% undervalued intrinsic discount

AI Integration And Telemedicine Will Expand Portable Ultrasound Markets

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 13 Jul
Read Narrative

Fair Value vs Share Price

US$1.8
vs US$7.96342.2% overvalued intrinsic discount
PastFuture-169m207m20182020202220242025202620282030Revenue US$206.8mEarnings US$28.7m
18.5%
Revenue growth
13.9%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Butterfly Network

  • Fair value estimate changes
  • Narrative and analyst updates
  • Key company announcements

Company analysis

Flawless balance sheet with low risk.

Market capUS$1.9b
PB11.2x
Estimated Growth24.7%
Dividend YieldN/A
Full analysis

CEO & management

Joseph DeVivo
CEO
2.6yrs
CEO Tenure

Develops, manufactures, and commercializes ultrasound imaging solutions in the United States and internationally.

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide