DRIO: CG Equity Research
DarioHealth Corp.
(NASDAQ: DRIO)
Market Cap: $55M
Cash: $20M
2026E Revenue: $27M
OUTPERFORM
CG Rating
$28.00
Price Target
+200%
Upside
Key Investment Highlights
1
Multi-Condition Platform Inflection
Integrated cardiometabolic, behavioral health, and MSK platform positioned to benefit from employer and payer vendor consolidation, with 50%+ of new wins now multi-condition.
2
High-Margin, Recurring Revenue Model
80%+ non-GAAP B2B2C gross margins, 90% client retention, and growing multi-year enterprise contracts support improving revenue visibility and operating leverage.
3
AI-Driven Engagement & Proven ROI
13B+ proprietary data points powering DarioIQ, delivering measurable clinical outcomes and ~5x ROI to payers across diabetes, hypertension, behavioral health, and MSK.
Latest Research Reports
DRIO: 12-Month Performance