Brainsway Q1 EPS Estimate Reduced by Northland Securities

Brainsway Ltd. Sponsored ADR (NASDAQ:BWAY) – Investment analysts at Northland Securities reduced their Q1 2026 earnings per share estimates for shares of Brainsway in a note issued to investors on Wednesday, March 11th. Northland Securities analyst C. Byrnes now anticipates that the company will post earnings of $0.03 per share for the quarter, down from their prior estimate of $0.04. The consensus estimate for Brainsway’s current full-year earnings is $0.08 per share.

A number of other equities research analysts also recently commented on BWAY. Wall Street Zen raised Brainsway from a “hold” rating to a “buy” rating in a report on Saturday, March 7th. HC Wainwright increased their price target on shares of Brainsway from $12.00 to $15.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Brainsway in a research report on Monday, December 29th. Two investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $15.00.

Brainsway Stock Performance

Shares of BWAY stock opened at $13.77 on Thursday. Brainsway has a fifty-two week low of $3.92 and a fifty-two week high of $14.65. The firm has a market capitalization of $540.06 million, a PE ratio of 91.80 and a beta of 1.20. The stock’s 50-day simple moving average is $11.96 and its 200-day simple moving average is $9.45.

Hedge Funds Weigh In On Brainsway

A number of institutional investors have recently modified their holdings of BWAY. Essex Investment Management Co. LLC lifted its holdings in shares of Brainsway by 3.2% in the 3rd quarter. Essex Investment Management Co. LLC now owns 310,684 shares of the company’s stock valued at $4,682,000 after buying an additional 9,744 shares during the period. ARK Investment Management LLC acquired a new stake in Brainsway during the fourth quarter worth about $2,422,000. Y.D. More Investments Ltd raised its position in Brainsway by 559.8% during the fourth quarter. Y.D. More Investments Ltd now owns 114,962 shares of the company’s stock valued at $2,187,000 after acquiring an additional 97,537 shares in the last quarter. Two Sigma Investments LP lifted its holdings in Brainsway by 25.2% in the third quarter. Two Sigma Investments LP now owns 102,902 shares of the company’s stock valued at $1,551,000 after acquiring an additional 20,706 shares during the period. Finally, Legato Capital Management LLC lifted its holdings in Brainsway by 9.3% in the fourth quarter. Legato Capital Management LLC now owns 97,376 shares of the company’s stock valued at $1,852,000 after acquiring an additional 8,295 shares during the period. Hedge funds and other institutional investors own 30.11% of the company’s stock.

Key Headlines Impacting Brainsway

Here are the key news stories impacting Brainsway this week:

• Positive Sentiment: Q4 results beat consensus — Brainsway reported $0.14 EPS vs. $0.11 expected and revenue of $14.55M vs. $14.02M, with positive margins and ROE; this fundamental beat helped lift sentiment. MarketBeat Q4 summary
• Positive Sentiment: Company says Q4 momentum exceeded guidance with ~27% revenue growth year‑over‑year — management framed results as strong operational momentum, supporting a bullish view on near‑term demand. MarketIsOpen article
• Positive Sentiment: Street headlines and commentary highlight the Q4 beat and upside narrative, contributing to strong intraday buying and renewed investor interest. Seeking Alpha coverage
• Neutral Sentiment: Full conference call and earnings transcripts posted — useful for investors wanting management commentary on growth drivers, channels and product adoption. Yahoo earnings transcript
• Neutral Sentiment: Company press release and operational highlights posted (detailed quarter / FY metrics) — good reference for modeling revenue cadence and backlog. Business Insider press release
• Negative Sentiment: FY2026 revenue guidance materially below consensus — company guided roughly $51–$52M for FY2026 versus a ~$65M street consensus, creating downside risk to forward estimates and tempering the bullish reaction. Benzinga coverage
• Negative Sentiment: Short interest showed a notable increase in late February (~101,072 shares, ~0.3% of shares), which can add volatility and indicates some bearish positioning (note: March short‑interest reporting contained anomalies).

About Brainsway

Brainsway Ltd is a medical device company specializing in non-invasive neuromodulation therapies. Publicly traded on the NASDAQ under the symbol BWAY, the company develops and commercializes deep transcranial magnetic stimulation (Deep TMS) systems designed to treat a range of neuropsychiatric and neurological disorders. Brainsway’s technology aims to offer an alternative or complement to traditional pharmacological therapies by targeting precise brain regions with its patented coil designs.

The company’s flagship Deep TMS platform utilizes proprietary H-coil arrays engineered to reach deeper cortical structures than conventional TMS devices.