DarioHealth Corp.
- Open
- 7.15
- Day high
- 7.49
- Day low
- 7.13
- Prev close
- 7.37
- Volume
- 21K
- Mkt cap
- $72M
- P/E (TTM)
- 10.6
- EPS (TTM)
- $0.69
- P/B
- 1.3
- P/S
- 3.4
- Yield
- —
- Per share
- —
- ▲Insiders net buying $100K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions reducing (13F)
DarioHealth Corp. (DRIO) is a Healthcare company listed on NASDAQ. The stock is down 25% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4). Drillr has 1 published research article covering DRIO.
DarioHealth Corp. (DRIO) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
DRIO earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 11, 2026 | $-1.22 | $-0.85 | +30.3% | $5M | -11.2% |
| May 13, 2026 | $-1.09 | $-0.81 | +25.7% | $6M | +2.2% |
| Mar 19, 2026 | $-2.44 | $-0.80 | +67.2% | $5M | +3.0% |
| Nov 13, 2025 | $-2.63 | $-1.85 | +29.7% | $5M | -0.8% |
| Aug 12, 2025 | $-2.20 | $-2.40 | -9.1% | $5M | -24.2% |
| May 14, 2025 | $-1.40 | $-1.20 | +14.3% | $7M | -12.4% |
| Mar 10, 2025 | $-3.20 | $0.20 | +106.3% | $8M | +0.4% |
| Nov 7, 2024 | $-3.60 | $-2.60 | +27.8% | $7M | +0.2% |
| Aug 8, 2024 | $-5.80 | $1.20 | +120.7% | $6M | -20.9% |
| May 15, 2024 | $-11.80 | $-4.00 | +66.1% | $6M | -14.8% |
| Nov 2, 2023 | $-10.00 | $-9.80 | +2.0% | $4M | -16.2% |
| Aug 10, 2023 | $-10.40 | $-11.60 | -11.5% | $6M | -6.8% |
DRIO insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 28, 2026 | Matheis Dennisdirector | Buy | 14,430 | $6.93 |
| Sep 15, 2025 | MCGRATH DENNIS Mdirector | Grant | 20,000 | — |
| Sep 15, 2025 | Leisure Lawrence B.director | Grant | 20,000 | — |
| Sep 15, 2025 | Nelson Steven Charlesofficer: President and CCO | Grant | 30,000 | — |
| Sep 15, 2025 | Karah Hiladirector | Grant | 20,000 | — |
| Sep 15, 2025 | Matheis Dennisdirector | Grant | 20,000 | — |
| Sep 15, 2025 | Raphael Erezdirector, officer: Chief Executive Officer | Grant | 60,000 | — |
| Sep 15, 2025 | Shaked Yoavdirector | Grant | 20,000 | — |
| Sep 15, 2025 | STERN ADAM Kdirector | Grant | 20,000 | — |
| Sep 15, 2025 | Franco-Yehuda Chenofficer: Chief Financial Officer | Grant | 5,000 | — |
| Aug 27, 2025 | Nelson Steven Charlesofficer: President and CCO | Buy | 40,000 | $0.53 |
| May 15, 2025 | Franco-Yehuda Chenofficer: Chief Financial Officer | Grant | 500,000 | — |
| Feb 25, 2025 | KAPLAN JON H.director | Grant | 30,000 | — |
| Jan 10, 2025 | STERN ADAM Kdirector | Buy | 100 | $0.83 |
| Nov 14, 2024 | Nelson Steven Charlesofficer: Chief Commercial Officer | Buy | 5,000 | $0.91 |
Source: DRIO SEC Form 4 filings, latest Jul 28, 2026. For informational purposes only — not investment advice.
See the full DRIO insider & 13F page →DarioHealth Corp. company profile
Overview
DarioHealth Corp. (NASDAQ:DRIO) is a digital therapeutics company that has undergone significant transformation since its founding. Originally incorporated in 2011 as LabStyle Innovations Corp., the company changed its name to DarioHealth Corp. in July 2016 and went public the same year. Based in New York, DarioHealth has evolved from a direct-to-consumer diabetes management company into a comprehensive digital health platform serving multiple chronic conditions through business-to-business partnerships with employers, health plans, and pharmaceutical companies across the United States, Canada, European Union, Australia, and New Zealand.
Business
DarioHealth operates in the digital therapeutics industry, which combines healthcare technology with evidence-based interventions to treat and manage medical conditions through software applications and connected devices. Digital therapeutics represents a rapidly growing segment of healthcare that aims to improve patient outcomes while reducing costs through technology-enabled care delivery. The company's core offering is a comprehensive digital health platform that addresses multiple chronic conditions under a unified technology infrastructure. DarioHealth's platform currently supports six major health areas: diabetes management, hypertension, weight management, musculoskeletal conditions, behavioral health, and GLP-1 medication support. This multi-condition approach represents a significant strategic shift from the company's original focus solely on diabetes management. The platform combines several key components: smart medical devices (glucose meters, blood pressure cuffs, digital scales), mobile applications with AI-powered personalization, care management services, and clinical support tools. For diabetes management, users receive connected glucose monitoring systems with test strips and lancets, while the broader platform includes biofeedback sensors and coaching programs. The company's DarioEngage platform serves as the underlying care management infrastructure that coordinates these various services. DarioHealth's business is structured around three primary revenue channels: 1) B2B2C partnerships with employers and health plans, which now represents approximately 75% of total revenue and focuses on providing employee wellness and member engagement programs, 2) Direct-to-consumer (B2C) sales, which maintains a stable $8-9 million annual run rate and serves as a data collection and product development channel, and 3) Pharmaceutical partnerships, generating $6-8 million annually through collaborations with companies like Sanofi for clinical studies and patient support programs.
Revenue model
DarioHealth generates revenue through multiple business models that have evolved significantly over recent years. The company's primary revenue stream comes from subscription-based B2B2C partnerships with employers and health plans, where clients pay recurring fees to provide DarioHealth's digital health platform to their employees or members. This channel now represents approximately 75% of total revenue, with gross margins exceeding 80% due to the software-as-a-service nature of the offering. The company also maintains a direct-to-consumer product sales model, generating stable revenue of $8-9 million annually through sales of connected medical devices, test strips, and subscription services directly to individual consumers. Additionally, DarioHealth earns revenue through pharmaceutical partnerships, where companies like Sanofi pay for clinical studies, data insights, and patient engagement services, contributing $6-8 million annually. Several factors influence DarioHealth's profitability margins. Positive margin drivers include the company's shift toward higher-margin B2B2C subscription revenue, economies of scale as the platform serves multiple chronic conditions through shared infrastructure, and AI-driven operational efficiencies that the company expects to reduce operating expenses by 15-20%. The integration of acquired companies like Twill Health also provides cost synergies and cross-selling opportunities. Margin pressures come from the competitive digital health landscape requiring continued investment in product development and customer acquisition, the need to maintain clinical efficacy and regulatory compliance across multiple health conditions, and the challenge of scaling personalized care management services. The company's transition away from lower-margin device sales toward software subscriptions represents a strategic response to these dynamics, with management targeting overall gross margins above 70% as the business mix continues to evolve toward recurring revenue streams.
Competitive moat
DarioHealth's competitive positioning reflects both emerging strengths and inherent vulnerabilities in the rapidly evolving digital health market. The company's primary moat centers around its proprietary data asset and AI capabilities, accumulated over 25 years of user interactions across 5 million patient records. This data advantage enables personalized care recommendations and clinical insights that become more valuable as the dataset grows, creating a modest network effect. The company has also built operational integration advantages through its multi-condition platform approach, allowing it to serve employers and health plans with comprehensive solutions rather than point solutions. This integration creates switching costs for clients who would need to coordinate multiple vendors to replace DarioHealth's unified offering. The company's partnerships with major clients like Amazon, Google, and Microsoft, along with strategic relationships with AARP and pharmaceutical companies, provide some barriers to competitive displacement. However, DarioHealth's moat remains relatively narrow and vulnerable to several competitive threats. Large technology companies like Apple, Google, and Amazon have significantly greater resources and are increasingly investing in digital health platforms. Traditional healthcare companies, telehealth providers, and specialized digital therapeutics competitors are also targeting the same employer and health plan markets. The regulatory environment for digital therapeutics continues to evolve, potentially creating new compliance requirements that could favor larger, better-resourced competitors. The company's competitive advantage is further limited by the relatively low switching costs for individual users and the challenge of proving definitive clinical outcomes that would create strong customer loyalty. While DarioHealth has established partnerships and a growing client base, the digital health market remains highly fragmented and competitive, with new entrants regularly challenging existing players through innovative approaches or superior capital resources.
Risks & safety
DarioHealth presents significant financial risks with limited margin of safety for investors. The company faces substantial solvency concerns despite recent improvements in operational efficiency. • Cash burn and liquidity risk: Free cash flow of -$6.7 million in Q1 2025, with total cash of $27.8 million providing roughly 4 quarters of runway at current burn rates. The company completed equity raises and debt refinancing but continues burning cash while targeting breakeven by end of 2025. • Debt and solvency: Total liabilities of $41.9 million against current assets, with debt-to-equity ratio of 41%. Current ratio has deteriorated significantly, indicating potential near-term liquidity pressures. • Valuation metrics: Trading at 0.73x price-to-earnings and 0.56x price-to-book, suggesting potential value but reflecting market skepticism about profitability timeline. Enterprise value to EBITDA is negative due to losses. • Other considerations: Revenue growth of 17% year-over-year provides some positive momentum, but the company must execute successfully on its path to profitability to avoid additional dilutive financing needs.
Recent development
DarioHealth has undergone a fundamental strategic transformation over the past several years, evolving from a direct-to-consumer diabetes device company into a comprehensive B2B2C digital health platform. The most significant development was the acquisition of Twill Health, which nearly doubled the company's pro forma revenues and expanded its capabilities from diabetes-focused services to a multi-condition platform covering six chronic health areas including behavioral health and musculoskeletal conditions. The company has aggressively pursued commercial expansion through strategic partnerships, growing its client base from 83 to 97 accounts in Q1 2025 alone, with over 80% of new contracts being multi-condition agreements. Key partnerships include collaborations with major employers like Amazon, Google, and Microsoft, health plans including a national partnership with Centene, and a strategic relationship with AARP providing access to 38 million members. DarioHealth has also pivoted its pharmaceutical channel strategy from milestone-based payments to recurring subscription models, establishing ongoing relationships with companies like Sanofi while developing new partnerships focused on GLP-1 medication support programs. The company launched its GLP-1 support solution and signed nine initial clients, positioning itself to capitalize on the growing weight management medication market. A major focus has been the implementation of "AI-cubed" strategy, leveraging artificial intelligence across clinical personalization, operational efficiency, and care management. Management expects this AI integration to reduce operating expenses by 15-20% while improving patient engagement and outcomes. The company has also undertaken significant cost reduction initiatives, achieving a 35% reduction in operating expenses from Q1 to Q4 2024 while maintaining revenue growth momentum.
DRIO company profile · for informational purposes only — not investment advice.
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