BWAY PRESS-RELEASE SEC Filing Analysis

Latest settled — T+5d

BWAY ▼ -8.71% at T+5d

LONG call ✗ call lost -8.71% · α vs SPY -7.55% · entry $16.31 → $14.89

Next anchor: T+20d due 2d ago

Currently $14.63 · -10.30% from $16.31 entry

Entry anchored
May 12, 03:59 PM ET
via Databento tick

T+1d

+0.06%

call +0.06% · α -0.72%

$16.32

settled 4w ago

T+5d

-8.71%

call -8.71% · α -7.55%

$14.89

settled 24d ago

T+20d

—

call — · α —

—

due 2d ago

T+60d

—

call — · α —

—

in 8w

Price Chart

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Executive Summary

BrainsWay reported Q1 2026 revenue of $15.5M (+35% YoY) and net income of $2.3M (+107% YoY), both well above consensus estimates of $14.6M and $0.05 EPS. The company reiterated full-year 2026 guidance of $66-68M revenue and $12-14M Adjusted EBITDA, while shipping a record 117 Deep TMS systems and growing RPOs 25% to $75M.

Key Financial Metrics

Guidance

$66M-$68M

maintained

Gross Margin

75%

Actionable Insight

The 35% revenue growth, record system shipments, and 25% RPO expansion confirm accelerating adoption. With $58.6M cash and reiterated guidance implying 27-30% full-year growth, the stock should re-rate higher. Watch for FDA clearance for PTSD in MDD (Q2 2026 filing) as a major catalyst.

Key Facts

Q1 2026 revenue $15.5M, +35% YoY vs $11.5M
Net income $2.3M, +107% YoY vs $1.1M
GAAP EPS $0.06 vs consensus $0.05 (beat)
Adjusted EBITDA $2.8M, +117% YoY
Record 117 Deep TMS systems shipped, +44% YoY
RPOs $75M, +25% YoY
Gross margin 75%, steady YoY
Operating income $2.0M vs $0.6M YoY
Cash and equivalents $58.6M
Reiterated FY2026 guidance: revenue $66-68M, operating income 13-14%, Adjusted EBITDA $12-14M
FDA submission planned for PTSD in MDD in Q2 2026
First insurer coverage for accelerated SWIFT protocol secured

Financial Impact

Revenue beat by $0.9M (6.2%) vs $14.6M consensus; EPS $0.06 vs $0.05 consensus (20% beat); Adjusted EBITDA doubled to $2.8M

revenueepsadjustedEbitdaoperatingIncomerpo

Risk Factors

Reiterated guidance may be conservative given Q1 beat — any future miss would disappoint
Investment in Neurolief ($11M total) and BrainStim ($1M) carry execution risk
Dependence on expanding insurance coverage for continued growth
Cash burn from investing activities ($9.3M in Q1) could pressure balance sheet

Market Snapshot

Exchange

OTC

Sector

Surgical & Medical Instruments & Apparatus

Analyst Consensus

86% bullish (7 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3293884

6 reports for BWAY

T+1T+5T+20T+60

100% Hit rate 4 of 4 directional calls best @ T+60▲ +27.55%Mar 4, 2026

Filters

Reports for BWAY — sortable, filterable
	Type				Now
May 18, 2026 26d ago	Press Release NEUTRAL ★ 4/10	$14.88 $15.89	▲ +6.79%	▲ +5.17%	$14.63 (−1.68%)
May 13, 2026 4w ago	Press Release BULLISH ★ 8/10	$16.31 $14.89	▼ −8.71%	▼ −7.55%	$14.63 (−10.30%)
Mar 26, 2026 11w ago	6-K BULLISH ★ 7/10	$13.49 $13.57	▲ +0.59%	▼ −1.04%	$14.63 (+8.45%)
Mar 26, 2026 11w ago	Press Release BULLISH ★ 7/10	$13.49 $13.57	▲ +0.59%	▼ −1.04%	$14.63 (+8.45%)
Mar 11, 2026 13w ago	Press Release BULLISH ★ 8/10	$13.77 $13.44	▼ −2.40%	▼ −0.21%	$14.63 (+6.25%)
Mar 4, 2026 14w ago	Press Release BULLISH ★ 8/10	$12.45 $13.77	▲ +10.60%	▲ +11.94%	$14.63 (+17.51%)

US Market Status

Market Closed — Opens Mon (49h 1m)

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