Ginkgo Bioworks (DNA)
Runs an automated cell-engineering foundry, selling R&D services, lab automation, and biological data to industry.
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Runs an automated foundry that engineers living cells under contract across many industries, selling the R&D service itself alongside the automation hardware and data tools built around it. Revenue depends on long, customer-specific programs rather than one flagship product, with a biosecurity monitoring unit being spun out to sharpen the focus.
Engineers living cells to order rather than developing its own drugs, treating biology as a manufacturing platform. Founded in 2008 by MIT synthetic-biology researchers, it runs an automated foundry performing strain engineering and cell-line optimization under multi-year contracts, delivering a working organism and the process to run it.
The platform sells lab-automation hardware built around its own automation cart and a data-generation service that returns model-ready assay results to pharmaceutical and industrial customers. These tools are increasingly packaged as a productized autonomous lab, run in-house or accessed as a managed cloud service.
A pathogen-monitoring and biothreat-intelligence unit built during the pandemic is being spun out as an independent company, narrowing the platform to core cell engineering. Roughly half the workforce was cut after the 2021 stock-market debut, and a reverse stock split kept the exchange listing compliant.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | Oppenheimer | Target | Target: — | Target: $5 |
| Aug 18, 2026 | Guggenheim | Initiate | Rating: — | |
| Aug 7, 2026 | Cowen & Co. | Downgrade | ||
| Aug 7, 2026 | TD Cowen | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $302.2M · Total debt $404.1M · Total assets $990.0M · Shareholders' equity $420.3M
- Revenue
- $20.2M
- Operating income
- −$58.5M
- Net income
- −$46.7M
No dividends on record.
| Institutions | ≈ 54.12% | 36.44M shares | |
|---|---|---|---|
| 191 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 21.14% | 14.23M shares | |
| 14 holders · as of Sep 16, 2026 | |||
| Other | ≈ 24.74% | 16.66M shares | |
| remainder | |||
67.34M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Reshma P. Shetty1Insiderdirector, 10 percent owner, officer: See remarks | 7.24% | 4.72M A | filed Apr 13, 2026 |
BlackRock, Inc.Institution | 6.36% | 4.28M A | as of Jun 30, 2026 |
Investment L.l.c. CascadeInsiderdirector | 5.38% | 3.62M A | filed Nov 14, 2025 |
Viking Global Investors LPInstitution | 5.31% | 3.58M A | as of Jun 30, 2026 |
Erste Asset Management GmbHInstitution | 3.77% | 2.54M A | as of Jun 30, 2026 |
- Reshma P. Shetty's transaction reports restate only vehicles that traded; the 2025 ownership statement (4.72M) plus the 156.3K net shares acquired since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Christian O. Henry | director | −5,000 | $7.08 |
| Aug 24, 2026 | Steven P. Coen | officer: See remarks | −330 | $6.98 |
| Jul 17, 2026 | Steven P. Coen | officer: See remarks | −752 | $7.90 |
| May 22, 2026 | Steven P. Coen | officer: See remarks | −307 | $8.33 |
| Apr 17, 2026 | Steven P. Coen | officer: See remarks | −324 | $7.95 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ginkgo Bioworks | $9.51 | +19.11% | $521.3M | — | — | 4.7 | −59.4% |
| Charles River Laboratories | $287.27 | +2.96% | $13.44B | — | 23.3 | 3.4 | −2.7% |
| Recursion Pharmaceuticals | $4.13 | +4.03% | $2.08B | — | — | 38.0 | −61.8% |
| AbCellera Biologics | $12.82 | +1.26% | $3.87B | — | — | 58.4 | −76.3% |
| Absci | $11.20 | +14.07% | $1.66B | — | — | 1,065.7 | −49.4% |
| Codexis | $1.40 | +1.45% | $148.4M | — | — | 1.9 | −2.7% |
| Schrödinger | $30.64 | +1.31% | $2.26B | — | — | 8.7 | +7.5% |
| Median | — | 23.3 | 23.3 | −26.1% |