BNGO · NASDAQ · Medical - Instruments & Supplies

Bionano Genomics (BNGO)

Optical genome mapping systems, software and consumables for structural-variation analysis.

$1.77
vs last close−0.05 (−3.02%)
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Bionano Genomics, Inc.BNGO
Health Care

Sells optical genome mapping systems, recurring chips and reagents, analysis software, sample-purification tools and limited laboratory services. The model increasingly depends on utilization of an installed base by research and clinical laboratories, while instrument products are designated for research use only.

Combines optical genome mapping systems—Saphyr and Stratys—with single-use chips, sample-preparation kits and reagents. Labeled, ultra-high-molecular-weight DNA is linearized in nanochannels and imaged to identify large structural variation, a complement to base-by-base sequencing.

Extends the workflow with VIA, Bionano Access, Nexus Copy Number and Compute On Demand for analysis, interpretation and reporting across OGM, sequencing and microarray data. The Ionic system isolates and purifies nucleic acids for OGM and other uses; a San Diego laboratory provides limited OGM testing and data services.

Serves research institutions, clinical laboratories and life-science companies across international markets. Instruments are research-use-only; commercial progress depends on laboratory adoption and use of the installed base, manufacturing partners, evidence, reimbursement pathways for laboratory services and continued regulatory compliance.

Company facts

CEOAlbert A. Luderer, Ph.D.
ListedSep 21, 2018
ExchangeNASDAQ
HeadquartersSan Diego, CA
CountryUnited States
Employees97
CIK0001411690
ISINUS09075F4046

Market cap$20.9M
EPS (ttm)−$3.73
P/E (ttm)−0.4879
ROE-78.8%
P/B0.6608
P/S0.6921
Dividend yieldDiv yield
Beta1.62vs XLV 0.27

Price target$5.00+174.7%Average of 7 analysts
ConsensusBuy4 of 7 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
May 20, 2025Maxim GroupUpgrade
Rating: HoldTarget:
Rating: BuyTarget: $8
Nov 15, 2024Ladenburg ThalmannDowngrade
Rating: Buy
Rating: Neutral

Next report
Nov 12, 26
in 50 days
EPS estimate
−$0.45
Revenue estimate
$8.4M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$12.14−$1.15−$1.99−$1.59−$0.03−$0.76−$0.64Pending
Estimate−$5.90−$3.49−$2.69−$1.81−$0.81−$0.81−$0.67−$0.45
Surprise−105.7%+67.0%+26.0%+12.2%+96.3%+6.2%+4.5%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$8.2M$6.5M$6.7M$7.4M$8.0M$6.7M$8.2MPending
Estimate$6.0M$6.3M$6.6M$6.9M$7.9M$6.6M$7.6M$8.4M
Surprise+36.1%+3.3%+2.6%+6.7%+0.9%+1.8%+8.2%
Estimate−$0.45
ReportedDue Nov 12, 2026
Estimate$8.4M
ReportedDue Nov 12, 2026
View details

Debt to equity21.20%
Current ratio247.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$6.1M$8.2M$6.5M$6.7M$7.4M$8.0M$6.7M$8.2M
Net income−$44.2M−$20.1M−$3.1M−$6.9M−$8.5M−$7.9M−$8.3M−$7.4M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$43.9M−$11.9M−$8.5M−$7.8M−$8.5M−$8.5M−$7.9M−$7.2M
YoY growthLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowed

Balance sheet, Jun 30, 2026Cash & short-term investments $9.9M · Total debt $6.7M · Total assets $47.6M · Shareholders' equity $31.6M

Revenue
$8.2M
Operating income
−$7.2M
Net income
−$7.4M
View details

No dividends on record.

Institutions6.02%709.4K shares
33 holders · as of Jun 30, 2026
Insiders0.10%11.7K shares
7 holders · as of Sep 9, 2026
Strategic holders14.08%1.66M shares
3 holders · as of Feb 17, 2026
Other79.80%9.40M shares
remainder

11.78M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
CVI Investments, Inc.Strategic
9.59%1.13Mfiled Feb 17, 2026
Lind Global Fund III LPInstitution
8.92%1.05Mfiled Feb 17, 2026
Lincoln Alternative Strategies LLCStrategic
4.46%525,000filed Sep 17, 2025
Gsa Capital Partners LLPInstitution
1.28%150,284as of Jun 30, 2026
Carret Asset Management, LLCInstitution
1.06%125,000as of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 4, 2026Albert Ludererdirector, officer: Interim Chief Executive+4,000$1.21
Aug 21, 2026Albert Ludererdirector, officer: Interim Chief Executive+4,000$1.22
View details

  • PacBio

    Long-read HiFi sequencing contests structural-variant discovery.

  • Onterris

    Nanopore long reads contest structural-variant discovery at scale.

  • Illumina

    Sequencing and DRAGEN analytics contest genome-analysis workflows.

  • QIAGEN

    Automated extraction and consumables contest sample preparation.

Compare

CompanyPriceChange
Bionano Genomics$1.77−3.02%$20.9M0.7+21.4%
PacBio$1.41−4.42%$456.6M2.9−1.9%
Onterris$16.65−1.71%$612.2M80.80.8−20.4%
Illumina$250.41+1.19%$37.44B46.243.98.3+9.4%
QIAGEN$43.41−0.64%$9.01B22.417.44.3+0.3%
Median34.343.93.6−0.8%