Alpha Teknova (TKNO)
Makes catalog and custom reagents for therapy, vaccine, diagnostic, and research workflows.
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Sells lab-essential and clinical-solution reagents, including media plates, culture media, supplements, and molecular biology products. Revenue is mostly U.S.-based, and execution depends on fast-turnaround formulation, quality systems, and manufacturing capacity at its Hollister campus.
Supplies catalog and custom reagents for life-science workflows, with Lab Essentials covering routine and customer-specified formulations and Clinical Solutions covering custom GMP-grade products. Product types include pre-poured media plates, liquid microbial culture media and supplements, and molecular biology reagents.
Serves pharmaceutical and biotechnology companies, CDMOs, diagnostic franchises, academic institutions, and government research institutions. Customer revenue is concentrated in the United States, while the business operates from a Hollister manufacturing campus with formulation, dispensing, packaging, quality-control, inventory, warehouse, and clean-room capacity.
Competes on turnaround time, product performance, and quality against large life-science suppliers, niche reagent makers, and customers that can produce similar inputs in-house. Clinical work depends on quality-system capabilities for components used in diagnostic and therapeutic products.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Jefferies | Initiate | Rating: —Target: — | Target: $9 |
| Aug 11, 2026 | BTIG | Upgrade | Target: — | Target: $8 |
| Aug 5, 2026 | Roth Capital | Initiate | Rating: —Target: — | Target: $7 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $17.4M · Total debt $27.4M · Total assets $95.9M · Shareholders' equity $62.6M
- Revenue
- $12.2M
- Operating income
- −$2.9M
- Net income
- −$3.2M
No dividends on record.
| Institutions | 17.03% | 9.14M shares | |
|---|---|---|---|
| 82 holders · as of Jun 30, 2026 | |||
| Insiders | 1.23% | 659.8K shares | |
| 5 holders · as of Jul 16, 2026 | |||
| Strategic holders | 70.25% | 37.72M shares | |
| 1 holder · as of Jul 19, 2024 | |||
| Other | 11.49% | 6.17M shares | |
| remainder | |||
53.69M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Telegraph Hill Partners IV, L.P.1Strategic10 percent owner | 70.25% | 37.72M | filed Jul 19, 2024 |
Royce & Associates LPInstitution | 3.09% | 1.66M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.01% | 1.61M | as of Jun 30, 2026 |
Roubaix Capital, LLCInstitution | 2.94% | 1.58M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 1.64% | 879,786 | as of Jun 30, 2026 |
- Telegraph Hill Partners IV, L.P.'s transaction reports restate only vehicles that traded; the 2024 ownership statement (37.72M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 6, 2026 | Stephen Gunstream | director, officer: President and CEO | +26,000 | $2.15 |
| Mar 6, 2026 | Matthew Lowell | officer: Chief Financial Officer | +40,000 | $2.19 |
- Thermo Fisher Scientific
Broad life-science supplier across media, cloning, and reagents
- Danaher
Cytiva competes in bioprocess media, buffers, and services
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Alpha Teknova | $8.72 | +4.56% | $447.1M | — | — | 10.2 | +18.5% |
| Thermo Fisher Scientific | $661.46 | +0.41% | $244.81B | 35.4 | 25.2 | 5.3 | +10.5% |
| Danaher | $220.79 | +2.29% | $151.67B | 38.3 | 25.0 | 6.0 | +5.5% |
| Median | 36.9 | 25.1 | 5.7 | +8.0% |