Beta Bionics, Inc 8-K, filed Oct 27, 2026

Beta Bionics, Inc. (BBNX)

8-K 2026-10-27 For: 2026-10-27

Added on October 27, 2026

About this 8-K

Beta Bionics, Inc filed this 8-K on October 27, 2026.

Beta Bionics reported third-quarter net sales of $35.5 million, up 30%, and a net loss of $24.4 million. Full-year 2026 revenue guidance increased to approximately $124 million to $126 million, while gross margin guidance remained 58.5% to 59.5%. AI summary

Items reported

Item 2.02: Financial results
Item 9.01: Financial statements and exhibits

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Delaware	001-42491	47-5386878
(State or Other Jurisdiction of Incorporation)	(Commission File Number)	(I.R.S. Employer Identification No.)

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, $0.0001 par value per share	BBNX	Nasdaq Global Market

Exhibit No.		Description

99.1		Press Release, dated October 27, 2026.
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

	Beta Bionics, Inc.


Date: October 27, 2026	By:	/s/ Sean Saint
		Sean Saint
		President and Chief Executive Officer

Beta Bionics, Inc.
Statements of Operations and Comprehensive Loss (unaudited)
Table A

	Three Months Ended						Nine Months Ended
(In thousands, except number of shares and per share data)	September 30,						September 30,
	2026			2025			2026			2025
Net sales	$	35,505		$	27,253		$	95,144		$	68,130
Cost of sales		15,174			12,134			39,474			31,537
Gross profit		20,331			15,119			55,670			36,593
Gross margin		57.3	%		55.5	%		58.5	%		53.7	%
Operating expenses:
Research and development		11,975			8,195			32,571			24,658
Sales and marketing		25,124			16,045			70,499			45,070
General and administrative		9,841			7,922			29,058			22,422
Total operating expenses		46,940			32,162			132,128			92,150
Loss from operations		(26,609	)		(17,043	)		(76,458	)		(55,557	)
Other income (expense):
Interest income		2,258			2,833			6,811			8,274
Other (expense) income, net		(2	)		1			(4	)		(1	)
Change in fair value of warrant liabilities		—			—			—			(12,450	)
Total other income (expense), net		2,256			2,834			6,807			(4,177	)
Net loss	$	(24,353	)	$	(14,209	)	$	(69,651	)	$	(59,734	)
Other comprehensive income (loss):
Unrealized gain (loss) on short-term and long-term investments		(487	)		205			(1,280	)		289
Comprehensive loss	$	(24,840	)	$	(14,004	)	$	(70,931	)	$	(59,445	)
Net loss per share attributable to common stockholders, basic and diluted	$	(0.52	)	$	(0.33	)	$	(1.54	)	$	(1.52	)
Weighted-average common shares outstanding, basic and diluted	46,541,997			43,634,006			45,224,038			39,293,798


Beta Bionics, Inc.
Balance Sheets (unaudited)
Table B

(In thousands, except number of shares)							September 30,			December 31,
(In thousands, except number of shares)							2026			2025
Assets
Current assets:
Cash and cash equivalents							$	81,551		$	31,576
Restricted cash, current								100			100
Short-term investments								158,653			187,549
Accounts receivable, net								20,667			17,118
Inventories, net								22,971			21,722
Prepaid expenses and other current assets								9,004			9,840
Total current assets								292,946			267,905
Property and equipment, net								11,764			8,600
Operating lease right-of-use asset								5,401			6,627
Long-term investments								133,436			45,431
Other long-term assets								212			180
Total assets							$	443,759		$	328,743

Liabilities & Stockholders’ Equity
Current liabilities:
Accounts payable							$	4,682		$	4,998
Accrued expenses and other current liabilities								24,656			22,431
Operating lease liabilities								1,452			1,938
Deferred revenue								2,046			1,557
Total current liabilities								32,836			30,924
Operating lease liabilities, net of current portion								4,649			5,365
Deferred revenue, net of current portion								3,480			3,297
Other long-term liabilities								1,411			1,547
Total liabilities								42,376			41,133
Commitments and contingencies
Stockholders’ equity:
Common stock, $0.0001 par value, 700,000,000 shares authorized; 54,362,972 and 44,360,873 issued and outstanding at September 30, 2026 and December 31, 2025, respectively								5			4
Additional paid-in capital								841,843			657,140
Accumulated other comprehensive income (loss)								(877	)		403
Accumulated deficit								(439,588	)		(369,937	)
Total stockholders’ equity								401,383			287,610
Total liabilities and stockholders’ equity							$	443,759		$	328,743


Beta Bionics, Inc.
Net Sales by Channel (unaudited)
Table C

	Three Months Ended						Nine Months Ended
(In thousands)	September 30,						September 30,
(In thousands)	2026			2025			2026			2025
DME channel:
iLet⁽¹⁾	$	11,563		$	14,175		$	34,303		$	37,217
Single-use products		10,334			6,840			24,930			16,269
Total DME channel		21,897			21,015			59,233			53,486

PBP channel:
iLet⁽¹⁾		(37	)		148			649			859
Single-use products		13,645			6,090			35,262			13,785
Total PBP channel		13,608			6,238			35,911			14,644
Total net sales	$	35,505		$	27,253		$	95,144		$	68,130
⁽¹⁾iLet includes the over-time recognition software updates and mobile app access.


Beta Bionics, Inc.
Reconciliation of GAAP versus Non-GAAP Financial Results (unaudited)
Table D

	Three Months Ended						Nine Months Ended
(In thousands)	September 30,						September 30,
(In thousands)	2026			2025			2026			2025
Net loss	$	(24,353	)	$	(14,209	)	$	(69,651	)	$	(59,734	)
Add:
Depreciation expense		892			386			2,186			1,036
Stock-based compensation expense		6,715			4,478			19,137			12,081
Interest income		(2,258	)		(2,833	)		(6,811	)		(8,274	)
Income tax expense (benefit)		2			(1	)		4			1
Litigation settlement and other related expense		66			—			201			200
Quality system remediation⁽¹⁾		30			—			654			—
Change in fair value of warrant liabilities		—			—			—			12,450
Adjusted EBITDA	$	(18,906	)	$	(12,179	)	$	(54,280	)	$	(42,240	)

⁽¹⁾Amounts presented reflect the same category of expenses previously labeled "Other non-recurring" in our Form 10-K for the year ended December 31, 2025. These expenses relate to our one-time remediation efforts in response to the FDA Form 483 and Warning Letter, including contractor support and the various updates to our quality system to meet FDA expectations.