DarioHealth misses Q3 revenue estimates
DarioHealth's Q3 2025 revenue fell short of analyst expectations, though net income exceeded forecasts. The company aims for $12.4 million in new business for 2025 and expects cashflow breakeven by late 2026 to early 2027. Revenue decline was due to a shift to a high-margin recurring revenue model. Operating expenses dropped by 31% in the first nine months of 2025. Analysts rate the stock as a "buy" with a median price target of $25.00, 53% above its current price.
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Overview
- DarioHealth Q3 2025 revenue declined year-over-year, missing analyst expectations
- Net income for Q3 2025 beat analyst estimates despite revenue decline
- Operating income for Q3 2025 missed analyst expectations
Outlook
- Dario targets $12.4 mln in new business for 2025
- Company expects to reach cashflow breakeven by late 2026 to early 2027
- Dario’s 2026 commercial pipeline stands at $69 mln
Result Drivers
- REVENUE DECLINE - Revenue decreased due to transition from one-time revenues to high-margin recurring revenue model
- MULTI-CONDITION PLATFORM - Over 50% of new clients chose multi-condition offering, driving adoption
- OPERATING EXPENSES REDUCTION - Operating expenses decreased by 31% in first nine months of 2025 due to operational efficiencies
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q3 Miss $5 mln $5.67
Revenue mln (4
Analysts
)
Q3 Net Beat -$10.50 -$12.44
Income mln mln (4
Analysts
)
Q3 Miss -$9.50 -$8.57
Operatin mln mln (3
g Income Analysts
)
Q3 Gross $3 mln
Profit
Q3 $12.50
Operatin mln
g
Expenses
Analyst Coverage
- The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 3 “strong buy” or “buy”, 1 “hold” and no “sell” or “strong sell”
- The average consensus recommendation for the medical equipment, supplies & distribution peer group is “buy”
- Wall Street’s median 12-month price target for DarioHealth Corp is $25.00, about 53% above its November 12 closing price of $11.75
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
