CeriBell Highlights 2026 Growth Plan at TD Cowen: 25%-29% Guide, VA Ramp, Delirium Pilot

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Sat, March 7, 2026 astatine 9:23 AM CST 7 min read

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Management reiterated 2026 top-line maturation guidance of 25%–29%, citing a larger salesforce (territories up from ~35 to ~55), a footprint successful astir 11% of U.S. hospitals and astir 30% in‑account penetration arsenic catalysts to accelerate caller relationship wins successful 2026.
Planned pediatric and neonatal offerings grow the U.S. TAM by astir $400 million (~20%), with neonatal the bigger accidental (~800 high‑acuity NICUs, ~200 already successful existing accounts) and worldly publication expected much successful 2027.
Ceribell obtained FedRAMP High clearance to entree the VA and expects a important cohort to spell unrecorded mostly successful H1 2026, is starting a commercialized delirium aviator successful Q2 with imaginable broader rollout successful Q4/early adjacent year, and guided 2026 gross margins to the mid‑80% scope aft shifting manufacturing to Vietnam and different ratio gains.
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CeriBell (NASDAQ:CBLL) executives outlined the company’s 2026 priorities and maturation drivers during a fireside chat astatine the 46th yearly TD Cowen Healthcare Conference, emphasizing continued enlargement successful infirmary adoption, upcoming pediatric and neonatal offerings, aboriginal plans for a delirium commercialization pilot, and efforts to support beardown gross margins amid shifting tariff dynamics.

Co-Founder and CEO Jane Chao said the company’s attack to guidance is shaped by an accent connected mounting targets and gathering them. CFO Scott Blumberg added that the institution builds “a steadfast but tenable magnitude of conservatism” into its outlook. Management reiterated its 2026 top-line maturation guidance scope of 25% to 29%, portion noting aggregate imaginable accelerators that could thrust results toward the precocious extremity of the scope oregon supra it.

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Blumberg pointed to respective operating metrics to framework the runway ahead, including that the institution is presently successful astir 11% of U.S. hospitals and is astir 30% penetrated wrong those accounts. He besides said the institution has repeated the relationship acquisition process “647 times,” describing that arsenic a instauration for scaling further execution.

Management highlighted the expected payment from anterior commercialized investments. Blumberg said the institution expanded its relationship acquisition salesforce from astir 35 territories to astir 55 implicit the 2nd fractional of 2024 done the archetypal 3 quarters of 2025. With a income rhythm that tin instrumentality astir a twelvemonth for caller hires to go productive, helium said those territory managers are present opening to “turn on,” and the institution expects to adjacent much accounts successful 2026 than successful 2025.

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