Live News • Jun 05
GeneDx Holdings Faces Steep Earnings Miss Impairment Charge and Lawsuits After Revenue Guidance Cut GeneDx Holdings reported a significant Q1 2026 earnings shortfall, alongside a tenfold increase in net loss and a $31.3 million impairment tied to its Fabric Genomics acquisition.
The company reduced its full-year 2026 revenue guidance by 12%, citing changes in product mix and lower-than-expected reimbursement rates.
Multiple securities class action lawsuits have been filed alleging misleading statements about the Fabric Genomics deal, reimbursement sustainability and gross margin expectations, with investors able to seek lead plaintiff status until August 3, 2026.
The combination of weaker guidance, a sizable impairment and legal challenges points to both operational and legal overhangs that could influence GeneDx’s cost base and management focus.
Investors may want to track updates on reimbursement trends, any further comments on the Fabric Genomics acquisition and the progress of the class actions, since each could affect financial flexibility and sentiment toward the stock. Reported Earnings • May 07
First quarter 2026 earnings: EPS and revenues miss analyst expectations First quarter 2026 results: US$2.16 loss per share (further deteriorated from US$0.23 loss in 1Q 2025). Revenue: US$102.3m (up 17% from 1Q 2025). Net loss: US$63.3m (loss widened US$56.8m from 1Q 2025). Revenue missed analyst estimates by 9.1%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth. Breakeven Date Change • May 05
No longer forecast to breakeven The 9 analysts covering GeneDx Holdings no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$250.0k in 2027. New consensus forecast suggests the company will make a loss of US$15.3m in 2028. Announcement • May 04
GeneDx Holdings Corp., Annual General Meeting, Jun 18, 2026 GeneDx Holdings Corp., Annual General Meeting, Jun 18, 2026. Announcement • Apr 14
GeneDx Holdings Corp. to Report Q1, 2026 Results on May 04, 2026 GeneDx Holdings Corp. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 04, 2026 New Risk • Mar 31
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$2.5m sold). Recent Insider Transactions Derivative • Mar 12
President exercised options and sold US$319k worth of stock On the 9th of March, Katherine Stueland exercised options to acquire 4k shares at no cost and sold these for an average price of US$86.75 per share. This trade did not impact their existing holding. For the year to December 2022, Katherine's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Katherine's direct individual holding has decreased from 48.31k shares to 42.09k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • Feb 25
Price target decreased by 7.8% to US$157 Down from US$170, the current price target is an average from 9 analysts. New target price is 99% above last closing price of US$78.90. Stock is down 20% over the past year. The company is forecast to post a net loss per share of US$1.39 next year compared to a net loss per share of US$0.73 last year. Announcement • Feb 24
GeneDx Holdings Corp. Reaffirms Earnings Guidance for the Full Year 2026 GeneDx Holdings Corp. reaffirmed earnings guidance for the full year 2026. For the year, the expects revenue of $540 million to $555 million. Breakeven Date Change • Feb 24 The 9 analysts covering GeneDx Holdings previously expected the company to break even in 2028. New consensus forecast suggests the company will make a profit of US$101.9m in 2028. Average annual earnings growth of 55% is required to achieve expected profit on schedule.
Reported Earnings • Feb 23
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: US$0.73 loss per share (improved from US$1.94 loss in FY 2024). Revenue: US$427.5m (up 40% from FY 2024). Net loss: US$21.0m (loss narrowed 60% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 76% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions Derivative • Feb 04
Chief Operating Officer exercised options and sold US$340k worth of stock On the 2nd of February, Bryan Dechairo exercised options to acquire 3k shares at no cost and sold these for an average price of US$99.53 per share. This trade did not impact their existing holding. As of today, Bryan currently holds no shares directly. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months. New Risk • Jan 26
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 54% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 54% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$6.1m sold). Major Estimate Revision • Jan 25
Consensus EPS estimates upgraded to US$0.53 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.66 to -US$0.532 per share. Revenue forecast steady at US$427.1m. Healthcare industry in the US expected to see average net income growth of 23% next year. Consensus price target broadly unchanged at US$170. Share price fell 6.2% to US$101 over the past week. Announcement • Jan 12
GeneDx Holdings Corp. to Report Q4, 2025 Results on Feb 23, 2026 GeneDx Holdings Corp. announced that they will report Q4, 2025 results Pre-Market on Feb 23, 2026 Recent Insider Transactions Derivative • Dec 19
President exercised options and sold US$1.6m worth of stock On the 16th of December, Katherine Stueland exercised options to acquire 11k shares at no cost and sold these for an average price of US$144 per share. This trade did not impact their existing holding. For the year to December 2022, Katherine's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Katherine's direct individual holding has decreased from 48.31k shares to 6.34k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Dec 15
GeneDx Announces the Guardian (Genomic Uniform-Screening Against Rare Disease in All Newborns) Study GeneDx announced that the GUARDIAN (Genomic Uniform-screening Against Rare Disease In All Newborns) study has been recognized as part of JAMA's annual Research of the Year Roundup. This highly selective honor is reserved for the most impactful scientific contributions published across all JAMA journals. The recognition highlights the significance of GUARDIAN's peer-reviewed findings, which demonstrate the power of genomic newborn screening to identify serious, actionable childhood conditions more broadly than traditional newborn screening (NBS). The published analysis from the first 4,000 newborns enrolled in GUARDIAN showed: A 72% parental consent rate, demonstrating strong family interest in genomic screening; A 3.7% screen-positive rate; 92% of screen-positive newborns had a confirmed diagnosis for a condition not included in traditional NBS. Conditions identified through the study include long QT syndrome, a rare cardiac condition associated with sudden infant death syndrome (SIDS) that can be effectively managed with beta-blockers; Wilson disease, which can be treated with a liver transplant or managed through early zinc supplementation and a low-copper diet; and severe combined immunodeficiency (SCID), which can be treated with stem cell transplantation or gene therapy. While SCID is included in traditional newborn screening, some variants can be missed. In each case, early diagnosis enables timely intervention and meaningfully improves clinical outcomes. Dr. Chung launched the study at NewYork-Presbyterian and Columbia University Irving Medical Center in 2022. GUARDIAN is one of the largest genomic newborn screening studies in the world and is open to all babies born at New York-Presbyterian hospitals in New York City. To date, the study has screened more than 20,000 newborns, with a long-term goal of enrolling 100,000 newborns. The program is designed to evaluate the feasibility, clinical impact, and equity considerations of implementing genomic screening alongside existing public health newborn screening programs. Diagnosing rare genetic conditions is often slow and complex, with many children waiting five years or more for an accurate diagnosis - if they receive one at all. During this diagnostic odyssey, pediatric patients typically undergo multiple uninformative tests and incur thousands of dollars in healthcare costs before a diagnosis is reached. Earlier genetic diagnosis can fundamentally change this paradigm by enabling timely treatment, guiding clinical management, reducing unnecessary interventions, and connecting families to critical resources and support - ultimately improving outcomes for children and easing the burden on families and health systems. Recent Insider Transactions Derivative • Dec 12
President exercised options and sold US$580k worth of stock On the 9th of December, Katherine Stueland exercised options to acquire 4k shares at no cost and sold these for an average price of US$159 per share. This trade did not impact their existing holding. For the year to December 2022, Katherine's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Katherine's direct individual holding has decreased from 71.15k shares to 6.34k. Company insiders have collectively sold US$26m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Nov 28
Independent Director recently sold US$6.1m worth of stock On the 24th of November, Joshua Ruch sold around 38k shares on-market at roughly US$160 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$12m more than they bought in the last 12 months. Announcement • Nov 06
GeneDx to Showcase Advancements in Gene-Disease Discovery, Long-Read Sequencing and More At National Society of Genetic Counselors 2025 Annual Meeting GeneDx announced it will unveil research findings during four key sessions at the 2025 National Society of Genetic Counselors (NSGC) Annual Meeting. At NSGC, GeneDx will showcase innovation and clinical breakthroughs powered by GeneDx Infinity™, the largest rare disease dataset. The company will highlight Infinity's role in identifying novel gene-disease discoveries, which enable GeneDx to offer clear answers for clinicians and earlier, more accurate diagnoses for patients and families. Additionally, GeneDx is showcasing how data generated from genomic testing drives progress and impact across the healthcare ecosystem, from patients and advocacy groups to clinical laboratories to biopharma companies and beyond. GeneDx will also highlight data supporting the potential of long read sequencing and work being done on reimbursement and access. GeneDx's presence at NSGC underscores the company's commitment to advancing precision medicine through innovation, scale and real-world evidence, while empowering genetic counselors with tools and insights that transform patient care. With 1000+ scientific publications and counting, GeneDx is generating crucial data that demonstrate that exome and genome testing is the standard of care. Price Target Changed • Nov 03
Price target increased by 15% to US$151 Up from US$131, the current price target is an average from 9 analysts. New target price is 9.3% above last closing price of US$138. Stock is up 84% over the past year. The company is forecast to post a net loss per share of US$0.39 next year compared to a net loss per share of US$1.94 last year. Recent Insider Transactions Derivative • Nov 02
President exercised options and sold US$295k worth of stock On the 29th of October, Katherine Stueland exercised options to acquire 2k shares at no cost and sold these for an average price of US$137 per share. This trade did not impact their existing holding. For the year to December 2022, Katherine's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Katherine's direct individual holding has decreased from 71.15k shares to 1.72k. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Oct 29
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: US$0.27 loss per share (improved from US$0.31 loss in 3Q 2024). Revenue: US$116.7m (up 52% from 3Q 2024). Net loss: US$7.64m (loss narrowed 8.1% from 3Q 2024). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth. Announcement • Oct 21
GeneDx Grants FDA Breakthrough Device Designation for its ExomeDx and GenomeDx Testing GeneDx announced that the U.S. Food and Drug Administration (FDA) has granted Breakthrough Device Designation for its whole genome and exome tests associated with causes of life-threatening diseases or genetic disorders to aid in diagnosis of symptomatic patients. With more than 2.5 million genetic tests performed in its CLIA certified, CAP accredited clinical laboratory, GeneDx continues to advance clinical genomic testing for rare diseases. The GeneDx ExomeDx covers the protein-coding regions, where most disease-causing variants occur, while GenomeDx sequences the entire genome to detect structural and non-coding variants often missed by other genetic testing methods like targeted panels and chromosomal microarray. GeneDx's whole genome and whole exome tests are powered by GeneDx Infinity™ - the largest and most diverse rare-disease dataset, with nearly one million sequenced exomes and genomes and over 7 million phenotypic datasets - and use next generation sequencing technology to deliver fast, reliable results across all populations. FDA Breakthrough Device Designation is reserved for technologies that have demonstrated the potential to provide more effective diagnosis or treatment for life-threatening or irreversibly debilitating diseases. The designation provides GeneDx with an expedited pathway for FDA review - including prioritized feedback and closer collaboration with the agency - designed to accelerate the availability of safe and effective innovative diagnostic devices for patients in all 50 states. Announcement • Oct 14
GeneDx Holdings Corp. Appoints Dr. Mimi Lee as Chief Precision Medicine Officer GeneDx Holdings Corp. announced Dr. Mimi Lee, MD, PhD, as Chief Precision Medicine Officer. Dr. Lee will spearhead GeneDx’s vision to unlock the power of genomics to help every person live their healthiest life. As Chief Precision Medicine Officer, Dr. Lee will lead GeneDx’s work to empower customizable precision medicine as the standard of care, leveraging the power of genomics to predict, prevent, and optimize health outcomes throughout a person’s lifetime. Precision medicine can also generate regulatory grade evidence to connect genomics to real-world outcomes – accelerating new discoveries and helping ensure every therapy is developed with purpose, precision, and patient impact. She will work closely with policymakers, health systems, biopharmaceutical companies, advocacy groups, payers, and global thought leaders to accelerate the adoption of precision medicine throughout healthcare. Dr. Lee will also help define, expand, and strengthen GeneDx’s external ecosystem, forging partnerships that deliver positive impact for patients and enable innovation. She will supercharge the company’s work across the industry to make the shift from today’s reactive model of diagnosing rare diseases after symptoms arise to a world where genomes are sequenced at birth or as early as possible, empowering healthier lives from the very start. Dr. Lee joins GeneDx from the Advanced Research Projects Agency for Health (ARPA-H), where she designed and directed high-impact public-private programs to accelerate individualized genetic medicines, including the recently launched THRIVE, Treating Hereditary Rare Diseases with In Vivo Precision Genetic Medicines. A physician–scientist, neurosurgeon, and board-certified anesthesiologist, she brings more than two decades of leadership across academia, biotechnology, and global industry, including senior executive roles at Samsung Bioepis, Novartis Institutes of Biomedical Research, and BioMarin. Dr. Lee earned her MD-PhD in Neuroscience from the Albert Einstein College of Medicine as part of the NIH Medical Scientist Training Program. She holds an AB in Chemistry and East Asian Languages and Civilizations from Harvard University, completed her residency training at Washington University School of Medicine in St. Louis and UCSF, and holds additional certifications in Bioethics (Columbia University) and Psychedelic-Assisted Therapy (California Institute of Integral Studies). Announcement • Oct 07
GeneDx Holdings Corp. to Report Q3, 2025 Results on Oct 28, 2025 GeneDx Holdings Corp. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025 Announcement • Oct 02
GeneDx Announces First U.S. National Genomic Newborn Screening Initiative Launched with $14.4 Million NIH Award GeneDx alongside Mass General Brigham, Ariadne Labs, Boston Children's Hospital, Albert Einstein College of Medicine, the Association of Public Health Laboratories (APHL), Case Western Reserve University, Baylor College of Medicine, and Illumina, announced the launch of BEACONS (Building Evidence and Collaboration for GenOmics in Nationwide Newborn Screening), the nation's first multi-state genomic newborn screening initiative. Funded by a $14.4 million award from the National Institutes of Health (NIH) Common Fund Venture Program, BEACONS will pilot the integration of whole genome sequencing into existing state newborn screening systems. The study will recruit, consent, and enroll up to 30,000 newborns in as many as 10 states over the next three years. If successful, BEACONS will provide the first national evidence that genome sequencing can be implemented responsibly, fairly, and sustainably through public health newborn screening programs. The project is intended as the beginning of a broader national initiative, with the potential to scale beyond the initial 30,000 newborns. APHL's Newborn Screening and Genetics program directors Jelili Ojodu, MPH and Sikha Singh, MHS, PMP, co-investigators, will provide critical leadership to align the study with state public health laboratories and programs. By working collaboratively with existing newborn screening programs, the initiative aims to build a sustainable roadmap for incorporating genome sequencing into U.S. public health practice. GeneDx will perform genomic sequencing and interpretation for the study. Partners bring expertise to the technical aspects of testing, while the overall governance, data protections, and decision-making will remain firmly anchored in the public health and academic sectors which will be guided by parental consent preferences. With advanced genomic technology, the world's rare disease dataset, and unmatched clinical expertise, GeneDx has diagnosed more children with rare diseases - and screened more newborns with genomic sequencing - in the U.S. Announcement • Sep 30
GeneDx Appoints Lisa Gurry as Chief Business Officer, Effective September 30, 2025 GeneDx announced the appointment of Lisa Gurry as Chief Business Officer (CBO), effective September 30, 2025. In this newly-created role, Gurry will lead GeneDx’s next phase of transformation, advancing data and information services across biopharma, health systems, and other partners to accelerate the company’s long-term vision of enabling precision medicine. As Chief Business Officer, Gurry will architect and operate GeneDx’s strategic business operations and partnership models that open doors and create opportunities to unlock the full potential of GeneDx Infinity™, the largest rare disease dataset, with nearly one million exomes and genomes paired with more than seven million phenotypic datapoints. Unmatched in depth and diversity, GeneDx Infinity is already powering faster and more accurate diagnoses for families and enabling biopharma partners to accelerate drug discovery and development. Gurry will also oversee communications for GeneDx and partner on market growth strategies. With deep expertise at the intersection of healthcare, technology, and data, Gurry brings a proven track record of turning bold ideas into scaled businesses. She co-founded Truveta, where she built the growth engine that helped to deliver strategic partnerships with more than 100 organizations across life sciences, healthcare, public health, and academic research. Prior to Truveta, Gurry spent over two decades at Microsoft driving global growth strategies for Windows, Office, and Xbox. Announcement • Sep 25
Genedx Introduces Pediatricians to Genedx's Infinity GeneDx announced it will introduce pediatricians to GeneDx's Infinity, the company's proprietary dataset, at the American Academy of Pediatrics (AAP) National Conference & Exhibition taking place this weekend September 26 to 30 in Denver, CO. Infinity is the largest rare disease dataset and is one of the most powerful resources to accelerate diagnosis and fuel drug discovery. It serves as the foundation for rare disease insights and powers GeneDx's ExomeDx and GenomeDx, the most trusted tests in rare disease diagnosis. For more than 25 years, genetics experts have relied on Infinity as the gold-standard for rare disease insights due to its unmatched scale, depth and diversity, dramatically increasing the likelihood of diagnosing rare diseases. As the most trusted name in pediatric genomics, GeneDx leads the U.S. clinical exome and genome market, with over 80% of geneticists choosing the company for its superior diagnostic yield and fewer inclusive results. With the AAP's recent guidance recommending exome and genome sequencing as a first-tier test for children with global developmental delay or intellectual disability, pediatricians can now harness the power of Infinity to help deliver more answers for their patients. Growing more powerful with each test, Infinity includes data from: More than 2.5 million genomic patients, including nearly 1 million exomes and genomes; Over 7 million phenotypic data points, for unparalleled clinical context; Greater than 50% non-European representation, to ensure inclusive and equitable insights; More than 60% of tests augmented by parent samples, to unlock deeper and more definitive insights. Recent Insider Transactions • Sep 21
Chief Financial Officer recently sold US$453k worth of stock On the 16th of September, Kevin Feeley sold around 4k shares on-market at roughly US$121 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$5.0m. Kevin has been a net seller over the last 12 months, reducing personal holdings by US$489k. Announcement • Sep 18
GeneDx Holdings Corp. Appoints Thomas Fuchs to Its Board of Directors, Effective September 17, 2025 On September 17, 2025, the Board of Directors (Board) of GeneDx Holdings Corp. (Company), appointed Thomas Fuchs, Dr.sc., effective immediately, as a Class I director on the Board with a term expiring at the company’s 2028 Annual Meeting of Stockholders. In connection with Dr. Fuchs’s appointment to the Board, the Company increased the size of the Board from 7 to 8 directors. Dr. Fuchs serves as SVP and Chief AI Officer at Eli Lilly and Company (“Lilly”), where he provides vision, strategic direction, and overall leadership of artificial intelligence (“AI”) initiatives for drug discovery, clinical trials, manufacturing, commercial activities, and internal functions. He also identifies, builds and manages AI and machine learning solutions to help Lilly deliver medicines to patients around the world. Before joining Lilly, he was the Dean and inaugural Department Chair for AI and Human Health at Mount Sinai, Director of the Hasso Plattner Institute for Digital Health at Mount Sinai, and the endowed Barbara T. Murphy Professor for AI and Computational Pathology at the Icahn School of Medicine at Mount Sinai. Prior to Mount Sinai, Dr. Fuchs held positions at Memorial Sloan Kettering Cancer Center, NASA’s Jet Propulsion Laboratory and the California Institute of Technology, and founded three companies, including Paige AI. Dr. Fuchs holds a doctoral degree in machine learning from ETH Zurich and a master’s degree in technical mathematics from Graz Technical University in Austria. Recent Insider Transactions Derivative • Sep 12
President exercised options and sold US$468k worth of stock On the 9th of September, Katherine Stueland exercised options to acquire 4k shares at no cost and sold these for an average price of US$128 per share. This trade did not impact their existing holding. For the year to December 2022, Katherine's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Katherine's direct individual holding has decreased from 103.71k shares to 3.44k. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Aug 29
Chairman of the Board recently sold US$5.0m worth of stock On the 27th of August, Jason Ryan sold around 39k shares on-market at roughly US$127 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jason has been a net seller over the last 12 months, reducing personal holdings by US$8.3m. Recent Insider Transactions Derivative • Aug 28
Chairman of the Board notifies of intention to sell stock Jason Ryan intends to sell 39k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of August. If the sale is conducted around the recent share price of US$127, it would amount to US$5.0m. Since December 2024, Jason's direct individual holding has increased from 145.76k shares to 154.41k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • Aug 01
Price target increased by 8.8% to US$114 Up from US$105, the current price target is an average from 7 analysts. New target price is 12% above last closing price of US$102. Stock is up 238% over the past year. The company is forecast to post earnings per share of US$0.72 next year compared to a net loss per share of US$1.94 last year. Reported Earnings • Jul 29
First quarter 2025 earnings released: US$0.23 loss per share (vs US$0.78 loss in 1Q 2024) First quarter 2025 results: US$0.23 loss per share (improved from US$0.78 loss in 1Q 2024). Revenue: US$87.1m (up 40% from 1Q 2024). Net loss: US$6.53m (loss narrowed 68% from 1Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Healthcare industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Breakeven Date Change • Jul 29
Forecast breakeven date moved forward to 2025 The 7 analysts covering GeneDx Holdings previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$36.8m in 2025. Earnings growth of 50% is required to achieve expected profit on schedule. Announcement • Jul 29
GeneDx Holdings Corp. Revises Earnings Guidance for the Year 2025 GeneDx Holdings Corp. revised earnings guidance for the year 2025. For the year, the company revised full year 2024 revenues between $400 to $415 million (previous guidance was between $360 to $375 million). Announcement • Jul 10
GeneDx Holdings Corp. to Report Q2, 2025 Results on Jul 29, 2025 GeneDx Holdings Corp. announced that they will report Q2, 2025 results Pre-Market on Jul 29, 2025 Announcement • Jun 30
GeneDx Holdings Corp.(NasdaqGS:WGS) dropped from Russell Microcap Growth Index GeneDx Holdings Corp.(NasdaqGS:WGS) dropped from Russell Microcap Growth Index Price Target Changed • Jun 30
Price target increased by 9.1% to US$104 Up from US$95.04, the current price target is an average from 6 analysts. New target price is 14% above last closing price of US$91.10. Stock is up 218% over the past year. The company is forecast to post a net loss per share of US$0.28 next year compared to a net loss per share of US$1.94 last year. Announcement • Jun 25
GeneDx Announces Publication of SeqFirst Study Demonstrating Need for First Tier Rapid Genomic Testing for Non-Critical Care Pediatric Inpatients in the Journal of Pediatrics GeneDx announced new data from the SeqFirst study team conducted in partnership with the clinical genetics team at Seattle Children's supporting the application of rapid exome sequencing (rES) and rapid genome sequencing (rGS) as a first-tier test for non-critical pediatric inpatients. The study assessed the impact of using rES/rGS as a first-tier test For children receiving genetic consults in non-critical care settings. The researchers examined diagnostic rates before and after a new policy allowing rES/rGS as an first-tier test was implemented. An analysis published in The Journal of Pediatrics showed that rapid genome testing dropped the average time to a precise genetic diagnosis from almost ten months to less than two weeks. Implementation of the SeqFirst approach in the clinical setting led to significant reductions in the time to a genetic diagnosis, with the average time dropping from 289 to 13 days following the policy change that enabled rES/rGS to be ordered as a first-tier test in non-critical care pediatric wards. Despite an increase in utilization of rES/rGS, the diagnostic yield remained high, exceeding 40%, comparable to rates in critical care settings. The acceleration of diagnoses enables earlier interventions, better care planning, and improved outcomes for children with rare and undiagnosed conditions. Additional findings from the study: Providers caring for patients in pediatric inpatient settings are good at recognizing which patients are appropriate candidates for genetic testing, with 91% of consults resulting in the geneticist recommending testing. When rES/rGS is not used, cases may be lost to follow-up, which delays access to testing and therefore a diagnosis. The rate at which a precise genetic diagnosis was made from the initial encounter was over 3 times higher when rES/rGS was implemented as a first line test. SeqFirst also published findings earlier this year in the American Journal of Human Genetics on the use of rapid genomic testing in the NICU. Breakeven Date Change • Jun 25
Forecast to breakeven in 2027 The 3 analysts covering GeneDx Holdings expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$36.3m in 2027. Average annual earnings growth of 48% is required to achieve expected profit on schedule. Announcement • Jun 24
GeneDx Announces American Academy of Pediatrics Recommends Exome and Genome Sequencing as First-Tier Tests for Children with Global Developmental Delay or Intellectual Disability GeneDx announces the American Academy of Pediatrics issued updated guidance to now recommend exome and genome sequencing as first-tier tests for children with global developmental delay (GDD) or intellectual disability (ID) in most circumstances because of superior diagnostic yield and higher cost-effectiveness if pursued earlier in the diagnostic process. For more than 60,000 pediatricians, this milestone marks a turning point in pediatric healthcare, ushering in earlier diagnosis, interventions, and improved outcomes for millions of children. The new diagnostic approach underscores the growing recognition that pediatricians are the front line of genetic medicine and marks a major advancement by equipping these clinicians with actionable genomic insights to accelerate targeted treatments and end the burdensome diagnostic waiting period faced by too many families today. Previous guidance from AAP, published in 2014, recommended the use of narrow testing such as Chromosomal Microarray Analysis (CMA) and FMR1, both of which can be considered antiquated recommendations for these patient populations considering the advancements made with exome and genome testing, including the superior diagnostic yield, cost-effectiveness and speed to diagnosis. GeneDx is the leader in advancing genomic technologies, providing clinicians and patients with access to comprehensive exome and genome testing. With unparalleled expertise from sequencing more than 800,000 exomes and genomes – alongside millions of phenotypic data points – GeneDx has assembled one of the largest, rare disease datasets. GeneDx’s standard exome and genome results are available in as little as three weeks, and insurance coverage for this testing continues to expand across the country, supported by coverage from major commercial payors and Medicaid programs. Recent Insider Transactions Derivative • Jun 12
President exercised options and sold US$264k worth of stock On the 9th of June, Katherine Stueland exercised options to acquire 4k shares at no cost and sold these for an average price of US$72.55 per share. This trade did not impact their existing holding. For the year to December 2022, Katherine's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Katherine's direct individual holding has decreased from 90.83k shares to 3.44k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months. Announcement • May 08
GeneDx Holdings Corp. (NasdaqGS:WGS) completed the acquisition of Fabric Genomics, Inc. GeneDx Holdings Corp. (NasdaqGS:WGS) agreed to acquire Fabric Genomics, Inc. for $51 million on April 15, 2025. GeneDx will pay up to an aggregate of $33 million in cash upon closing with total consideration potentially up to an aggregate of $51 million upon achievement of certain milestones. The acquisition, which has been approved unanimously by the company’s Board of Directors, is expected to close in the second quarter of 2025, subject to closing conditions.
TD Securities (USA) LLC acted as financial advisor to Fabric Genomics, Inc. and DLA Piper LLP (US) acted as legal advisor to Fabric Genomics, Inc. Fenwick & West LLP acted as legal advisor to GeneDx Holdings Corp. (NasdaqGS:WGS).
GeneDx Holdings Corp. (NasdaqGS:WGS) completed the acquisition of Fabric Genomics, Inc. on May 7, 2025. Recent Insider Transactions Derivative • May 04
President exercised options and sold US$244k worth of stock On the 29th of April, Katherine Stueland exercised options to acquire 2k shares at no cost and sold these for an average price of US$113 per share. This trade did not impact their existing holding. For the year to December 2022, Katherine's total compensation was 19% salary and 81% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Katherine's direct individual holding has decreased from 90.83k shares to 1.72k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • May 01
Price target decreased by 13% to US$94.17 Down from US$108, the current price target is an average from 6 analysts. New target price is 51% above last closing price of US$62.32. Stock is up 220% over the past year. The company is forecast to post a net loss per share of US$0.56 next year compared to a net loss per share of US$1.94 last year. Board Change • May 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. President, CEO & Director Katherine Stueland was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • May 01
GeneDx Holdings Corp., Annual General Meeting, Jun 18, 2025 GeneDx Holdings Corp., Annual General Meeting, Jun 18, 2025. New Risk • Apr 30
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: US$52m Forecast net loss in 1 year: US$6.2m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (18% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable next year (US$6.2m net loss next year). Buy Or Sell Opportunity • Apr 30
Now 51% undervalued after recent price drop Over the last 90 days, the stock has fallen 14% to US$66.85. The fair value is estimated to be US$137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 66%. Announcement • Apr 30
GeneDx Holdings Corp. Provides Earnings Guidance for the Full Year 2025 GeneDx Holdings Corp. provided earnings guidance for the full year 2025. For the period, the company expects revenues between $360 million to $375 million compared to previous guidance was revenues between $350 million to $360 million and growth in exome/genome volume and revenue of at least 30% (unchanged). 
