AI Stock Memo: BBIO - BridgeBio - RankAlpha

BBIO

Rating buyAI Memo

BridgeBio

As of 2026-01-19/Confidence medium

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Data freshness

AI Memo

As of 2026-01-19 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Clinical readouts (lead programs) • 2026-07-18

Expected move: +29%

Biggest risk

Program failures, regulatory setbacks, or dilutive financing compress valuation toward analyst lows.

Invalidation

Break below $43 or thesis failure.

What would change my mind?

Positive pivotal readouts and favorable regulatory/partnering outcomes trigger re-rating toward analyst highs.

Research note

Recommendation

buy

Confidence

medium

As of

2026-01-19

Base target

$86

p=60%

Bull target

$116

p=20%

Bear target

$43

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Quarterly results & analyst updates
Regulatory, partnering & financing developments
Positive pivotal readouts and favorable regulatory/partnering outcomes trigger re-rating toward analyst highs.

BearKey bullets

Clinical failure or missed endpoints for key programs
Concentration risk from a small number of value-driving programs
Need for financing and resulting dilution

WatchKey bullets

Clinical readouts (lead programs)

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $86 (p=60%)

Bull/Bear spread: +74% / -36%

Vs latest close: Bull +74% · Base +29% · Bear -36%

Scenario probabilities

Bull Target: $116 (p=20%)Base Target: $86 (p=60%)Bear Target: $43 (p=20%)

Commentary

Sentiment is cautiously constructive: analyst median sits in the mid-$80s while highs/lows are dispersed, reflecting binary clinical risk. Near-term volatility likely around corporate updates and readouts.

As of 2026-01-19 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Positive pivotal readouts and favorable regulatory/partnering outcomes trigger re-rating toward analyst highs.

Bear Case

Program failures, regulatory setbacks, or dilutive financing compress valuation toward analyst lows.

Drivers

Scannable catalysts and supporting factors

Quarterly results & analyst updates
Regulatory, partnering & financing developments

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-01-19Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$85.79

Range (USD)

$42.63 - $115.50

Count

Query: BridgeBio Pharma Inc Common (BBIO) analyst consensus price target high low average

BridgeBio Pharma, Inc.: Target Price Consensus and Analysts ...
Search result #1
BridgeBio Pharma Has 20% Upside Growth Potential, Morgan Stanley Says · Morgan Stanley Initiates BridgeBio Pharma at Overweight With $96 Price Target · Bernstein ...
Extracted: $96.00Open source
Bridgebio Pharma (BBIO) Stock Forecast, Price Targets ... - TipRanks
Search result #2
The average price target is $89.25 with a high forecast of $100.00 and a low forecast of $77.00. The average price target represents a 14.57% change from the ...
Extracted: $89.25, $100.00, $77.00Open source
BridgeBio Pharma Inc. Analyst Estimates - BBIO - MarketWatch
Search result #3
Stock Price Targets ; High, $110.00 ; Median, $88.00 ; Low, $77.00 ; Average, $90.05 ; Current Price, $76.26 ...
Extracted: $110.00, $88.00, $77.00, $90.05, $76.26Open source
BridgeBio Pharma Inc (BBIO) Stock Forecast & Price Target
Search result #4
According to projections from 19 analysts, the average 12-month price target for BridgeBio Pharma is 88.94737, with a high estimate of 110 and a low estimate of ...
Open source
BBIO Intrinsic Valuation and Fundamental Analysis - BridgeBio ...
Search result #5
According to Wall Street analysts, the average 1-year price target for BBIO is 85.793 USD with a low forecast of 42.632 USD and a high forecast of 115.5 USD.
Extracted: $85.79, $42.63, $115.50Open source
BridgeBio Pharma, Inc. Stock Forecast | BBIO Price Target & Analyst ...
Search result #6
Based on 25 analysts in the last 3 months, the overall rating is Buy with a 12-month price target of $84.60, representing 8.14% upside from the current ...
Extracted: $84.60Open source

Scenarios

Bull Target (Scenario probability)

$116 / p=20% prob

Base Target (Scenario probability)

$86 / p=60% prob

Bear Target (Scenario probability)

$43 / p=20% prob

Price $66 as of 2026-05-29

Nearest Scenario: Base (∆ 29%)

Targets vs latest close: Bull +74% · Base +29% · Bear -36%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-07-18
Clinical readouts (lead programs)
Interim or pivotal readouts from lead programs may produce large directional moves; date set conservatively to the disclosed window end.
Prob 40.00% • Move 35.00% • Priced-in 25.00%

Short-term Catalysts

Next few weeks

Quarterly results & analyst updates
2026-04-19
Quarterly report and ensuing analyst revisions could reset guidance; consensus band reflects binary program outcomes.
Prob 65% • Move 12% • Priced-in 45%

Long-term Catalysts

Months to a year

Regulatory, partnering & financing developments
2027-01-19
Regulatory decisions, partnerships, or financing events over 12 months can meaningfully re-rate valuation; analyst dispersion highlights optionality risk/reward.
Prob 30% • Move 40% • Priced-in 20%

Risks

Clinical failure or missed endpoints for key programs
Concentration risk from a small number of value-driving programs
Need for financing and resulting dilution
Regulatory delays or non-approval

Peers

Symbol	Summary
VRTX	Established genetic/rare-disease leader; useful benchmark for multi-program commercialization.
ALNY	Therapeutics biotech with similar program concentration and commercial execution risks.
RARE	Rare-disease specialist with high event-driven volatility tied to a small program set.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: BridgeBio Pharma Inc Common (BBIO) analyst consensus price target high low average
Analysis date: 2026-01-19