Ceribell (CBLL) Rose 91% after Reporting Inline Financial Results

TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy returned 3.70% (gross) and 3.45% (net) in the fourth quarter compared to a 1.22% return for the Russell 2000 Growth Index. In 2025, the strategy returned 6.91% (gross) and 5.85% (net) compared to 13.01% for the index. Global equity markets ended the quarter on a positive note, with Europe leading, followed by Emerging Markets. In most markets, large caps outperformed small caps. The trade truce between the United States and China was prolonged for an additional year, but global geopolitical concerns, whether related to tariffs or not, persisted. Third-quarter GDP exceeded expectations, but consumer caution persists amid ongoing labor-market softening, influencing the Fed’s decision on interest-rate cuts. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted CeriBell, Inc. (NASDAQ:CBLL). CeriBell, Inc. (NASDAQ:CBLL) is medical technology company specializing in developing a novel and point-of-care EEG platform. On April 1, 2026, CeriBell, Inc. (NASDAQ:CBLL) closed at $18.50 per share. One-month return of CeriBell, Inc. (NASDAQ:CBLL) was 3.41%, and its shares lost 1.23% over the past 52 weeks. CeriBell, Inc. (NASDAQ:CBLL) has a market capitalization of $696.36 million.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the following regarding CeriBell, Inc. (NASDAQ:CBLL) in its fourth quarter 2025 investor letter:

"Our preferences among Health Care stocks are those companies providing novel therapies for unmet needs that command premium pricing, or specialized service providers. The share price of CeriBell, Inc. (NASDAQ:CBLL), a leader in portable electroencephalogram (EEG) technology, surged 91% after reporting inline financial results and elevating its sales outlook for the remainder of its fiscal year. The recent FDA clearance for the company’s Clarity algorithm for neonates significantly broadens Ceribell’s total addressable markets and is expected to enable an earlier-than-anticipated neonatal launch."7 Best Medical Device Stocks To Buy Right Now

CeriBell, Inc. (NASDAQ:CBLL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 20 hedge fund portfolios held CeriBell, Inc. (NASDAQ:CBLL) at the end of the fourth quarter, up from 12 in the previous quarter. While we acknowledge the potential of CeriBell, Inc. (NASDAQ:CBLL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Story Continues

In another article, we covered CeriBell, Inc. (NASDAQ:CBLL) and shared the list of most promising small-cap stocks according to Wall Street analysts. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.

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