Update shared on 09 Dec 2025
Analysts have modestly reiterated their outlook on Bionano Genomics, keeping the price target effectively unchanged as incremental tweaks to the discount rate, revenue growth, and margin assumptions suggest a steady, but not markedly altered, risk reward profile.
What's in the News
- Bionano Genomics issued new revenue guidance for fourth quarter 2025, targeting $7.5 million to $7.9 million, while reiterating full year 2025 revenue expectations of $26.0 million to $30.0 million (company guidance filing).
- A peer reviewed study from The University of Texas MD Anderson Cancer Center showed that Bionano's optical genome mapping detected a higher portion of clinically significant structural variants than a 108 gene targeted RNA sequencing panel in acute leukemia cases, highlighting OGM as a complementary tool to RNA seq (Cancers journal publication).
- The company completed a $10 million follow on equity offering, issuing common stock and multiple series of warrants, adding to its capital resources but also expanding share and warrant overhang (company offering announcement).
- Multiple stock options, common shares, and warrants held by officers, directors, and other holders are subject to a lock up agreement running from September 17, 2025 to November 17, 2025, which may delay selling pressure until the lock up expires (offering prospectus lock up terms).
Valuation Changes
- Fair Value: Unchanged at $7.50 per share, indicating no material shift in the core valuation estimate.
- Discount Rate: Fallen slightly from 10.15 percent to about 10.04 percent, reflecting a modest reduction in perceived risk or cost of capital.
- Revenue Growth: Effectively unchanged at approximately 29.34 percent, suggesting stable long term topline growth assumptions.
- Net Profit Margin: Edged down marginally from about 15.51 percent to 15.50 percent, implying a negligible adjustment to long run profitability expectations.
- Future P/E: Decreased slightly from roughly 12.48x to 12.45x, signaling a minor reduction in the multiple applied to forward earnings.
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