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 ( DRIO ) is $25.00, about 53% above its November 12 closing price of $11.75

Press Release:

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(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.)