以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
BFLY
22 atoms · 跨 2 天 · 首见 2026-04-30 · 最近 2026-06-18
三色: 🟦 fact 18 · 🟥 take 4 · stance ▲4/▼3/◆11
来源: X 22
时态: fresh:22
标签: 好数字:17 · 好观点:2 · 好思考:2 · 好信源:2
叙事 (narrative) (4)
- 2026-06-18 · 对营收影响估计
Even if the 50,000-scanner vision came true, the revenue impact during rollout would realistically land around +10% to +70% above today’s level
tags: 好数字·好思考 · → daily
value: qty=+10% to +70% above today's level · date=rollout period
- 2026-06-18 · 芯片出货价格估计
by my estimate likely a few hundred small dies per machine, plausibly $15,000 to $50,000 in silicon
tags: 好思考 · → daily
value: qty=$15,000 to $50,000 per scanner · date=2026
- 2026-06-18 · 生产成本的改进
Looks like $BFLY has made great strides in production costs for their handheld medical ultrasound devices.
tags: 好观点 · → daily
- 2026-06-18 · 价格变动
Bought bfly like a degen and it’s already up 12%
tags: 好观点 · → daily
value: qty=+12% · direction=up
事实 (fact) (18)
- 2026-04-30 · Q1 营收
Revenue: $26.5M (Est. $25.74M)
tags: 好数字 · → daily
value: qty=$26.5M · date=Q1 2026
- 2026-04-30 · Q1 EPS
EPS: ($0.03) (Est. ($0.04))
tags: 好数字 · → daily
value: qty=($0.03) · date=Q1 2026
- 2026-04-30 · Q2 营收指引
Q2 Guide: Revenue: $27M-$31M (Est. $28.94M)
tags: 好数字 · → daily
value: qty=$27M-$31M · date=Q2 2026
- 2026-04-30 · FY26 营收指引
FY26 Guide: Revenue: $117M-$121M (Est. $116.6M)
tags: 好数字 · → daily
value: qty=$117M-$121M · date=FY26
- 2026-06-18 · 市值
The stock sits near $5.69, a market cap of roughly $1.5 billion.
tags: 好数字 · → daily
value: qty=~$1.5 billion · date=2026-06-18
- 2026-06-18 · 营收指引
2026 revenue is guided at $117 to $121M (a solid +20% to 24%)
tags: 好数字 · → daily
value: qty=$117 to $121M · date=2026
- 2026-06-18 · 毛利率
Gross margin is decent near 47%.
tags: 好数字 · → daily
value: qty=~47% · date=trailing
- 2026-06-18 · 调整后EBITDA亏损预期
adjusted EBITDA loss expected at minus $21M to minus $25M
tags: 好数字 · → daily
value: qty=-$21M to -$25M · date=2026
- 2026-06-18 · 营业收入
On about $98M of trailing revenue
tags: 好数字 · → daily
value: qty=~$98M · date=trailing
- 2026-06-18 · 市盈率
that’s a price-to-sales of around 14x, for a company still losing money
tags: 好数字 · → daily
value: qty=~14x · date=trailing
- 2026-06-18 · 第四季度运营现金流
Q4 2025 brought the first positive operating cash flow
tags: 好数字 · → daily
value: direction=positive · date=Q4 2025
- 2026-06-18 · 与Midjourney许可协议
The deal gives Butterfly three revenue streams, and only one really scales with the big vision. First, the fixed license: $15M upfront plus $10M a year over five years.
tags: 好数字 · → daily
value: qty=$15M upfront plus $10M/year for 5 years · date=2026
- 2026-06-18 · 分析师评级
Analysts mostly say Hold
tags: 好数字 · → daily
value: qty=Hold
- 2026-06-18 · 内部人净卖出
insiders have lately been net sellers
tags: 好数字 · → daily
value: direction=sellers
- 2026-06-18 · 客户关系
Midjourney licenses the tech and buys the chips
tags: 好信源 · → daily
value: qty=Midjourney
- 2026-06-18 · 超声波芯片技术
the heart of it is Butterfly’s chip, the Ultrasound-on-Chip technology
tags: 好信源 · → daily
value: qty=Butterfly's chip, Ultrasound-on-Chip technology
- 2026-06-18 · 股价
The stock sits near $5.69
tags: 好数字 · → daily
value: qty=$5.69 · date=2026-06-18
- 2026-06-18 · 分析师评级（均值）
Analysts mostly say Hold
tags: 好数字 · → daily
value: qty=Hold
时间轴 (近 20)
- 2026-06-18 ·
narrative · 生产成本的改进 · → daily
- 2026-06-18 ·
fact · 市值 · → daily
- 2026-06-18 ·
fact · 营收指引 · → daily
- 2026-06-18 ·
fact · 毛利率 · → daily
- 2026-06-18 ·
fact · 调整后EBITDA亏损预期 · → daily
- 2026-06-18 ·
fact · 营业收入 · → daily
- 2026-06-18 ·
fact · 市盈率 · → daily
- 2026-06-18 ·
fact · 第四季度运营现金流 · → daily
- 2026-06-18 ·
fact · 与Midjourney许可协议 · → daily
- 2026-06-18 ·
narrative · 芯片出货价格估计 · → daily
- 2026-06-18 ·
narrative · 对营收影响估计 · → daily
- 2026-06-18 ·
fact · 分析师评级 · → daily
- 2026-06-18 ·
fact · 内部人净卖出 · → daily
- 2026-06-18 ·
fact · 客户关系 · → daily
- 2026-06-18 ·
fact · 超声波芯片技术 · → daily
- 2026-06-18 ·
fact · 股价 · → daily
- 2026-06-18 ·
fact · 分析师评级（均值） · → daily
- 2026-06-18 ·
narrative · 价格变动 · → daily
- 2026-04-30 ·
fact · Q1 营收 · → daily
- 2026-04-30 ·
fact · Q1 EPS · → daily
← 实体目录 · 系统日志