William Blair analyst Margaret Kaczor has maintained their bullish stance on CBLL stock, giving a Buy rating yesterday.
Margaret Kaczor has given her Buy rating due to a combination of factors that highlight Ceribell, Inc.’s resilience and strategic planning amid challenging market conditions. Despite the significant increase in tariffs from China, Ceribell has managed to maintain one of the highest gross margins in the Medtech industry, demonstrating strong financial health. The company has proactively addressed potential impacts by securing a sufficient supply of headbands through at least the third quarter of 2025 and ensuring that the cost of goods sold for its subscription products remains unaffected.
Furthermore, Ceribell has contingency plans in place to mitigate future tariff increases, including the possibility of relocating manufacturing to other regions in Asia or the U.S. This strategic flexibility, combined with the company’s ability to maintain substantial cash reserves even in a bear-case scenario, supports the Buy rating. Kaczor’s confidence in Ceribell’s management and their ability to navigate geopolitical and economic challenges underpins her positive outlook on the stock.
In another report released yesterday, Bank of America Securities also maintained a Buy rating on the stock with a $32.00 price target.