OraSure Technologies, Inc.

NasdaqGS:OSUR 株式レポート

時価総額:US$226.5m

OraSure Technologies マネジメント

マネジメント 基準チェック /24

OraSure Technologiesの CEO はCarrie Eglinton Mannerで、 Jun2022年に任命され、 の在任期間は 3.92年です。 の年間総報酬は$ 4.29Mで、 16.8%給与と83.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の3.18%を直接所有しており、その価値は$ 7.21M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と2.8年です。

主要情報

Carrie Eglinton Manner

最高経営責任者

US$4.3m

報酬総額

CEO給与比率16.80%
CEO在任期間3.9yrs
CEOの所有権3.2%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間2.8yrs

経営陣の近況

分析記事 May 08

Shareholders Will Probably Hold Off On Increasing OraSure Technologies, Inc.'s (NASDAQ:OSUR) CEO Compensation For The Time Being

Key Insights OraSure Technologies will host its Annual General Meeting on 14th of May Total pay for CEO Carrie Eglinton...

Recent updates

ナラティブの更新 May 02

OSUR: Altai Cooperation And Board Changes Will Support Future Upside

Analysts have nudged their price target on OraSure Technologies slightly higher to $4.00, reflecting updated assumptions around the discount rate, modest revenue growth expectations, profit margin adjustments, and a revised future P/E multiple. What's in the News On April 17, 2026, OraSure Technologies entered into a Cooperation Agreement with Altai Capital Management that includes appointing John D.
ナラティブの更新 Apr 18

OSUR: Altai Cooperation Agreement Will Drive Future Upside Potential

Analysts have adjusted their price target on OraSure Technologies to reflect a fair value of $5.00, citing updated assumptions for the discount rate, profit margin, and future P/E ratio as the key drivers of this change. What's in the News On April 17, 2026, OraSure Technologies entered into a Cooperation Agreement with Altai Capital Management, adding John D.
ナラティブの更新 Apr 01

OSUR: Activist Campaign And Governance Changes Will Support Future Upside

Analysts have made a modest adjustment to their price target for OraSure Technologies to $4.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E multiple. What's in the News Altai Capital Management has escalated its campaign, calling for a broad review of options including a potential sale of OraSure Technologies, criticizing executive pay and board oversight, and urging shareholders to support its director nominees Rishi Bajaj and John Bertrand at the 2026 annual meeting (Investor Activism, March 18, 2026).
ナラティブの更新 Mar 18

OSUR: Activist Board Push And Buybacks Will Support Future Upside

Analysts have lifted their price target on OraSure Technologies to $4.00 from $3.00, citing updated expectations regarding revenue growth, profit margins, and a modestly higher future P/E multiple. What's in the News Altai Capital Management sent a letter to OraSure's board on March 17, 2026, outlining a five-pillar case for change, citing share price underperformance, board ownership levels, CEO pay structure, a call for a strategic review, and support for its nominees, Rishi Bajaj and John Bertrand, to join the board (Investor Activism) Altai Capital formally nominated Bajaj and Bertrand for election to the board at the 2026 Annual Meeting and submitted a proposal to declassify the board so all directors stand for annual elections (Investor Activism) OraSure issued first quarter 2026 guidance, projecting total revenues of US$26 million to US$29 million, with only a negligible contribution from COVID 19 testing (Corporate Guidance) The company reported completing a share repurchase of 5,245,180 shares, or 7.12% of its stock, for US$14.89 million under a buyback program announced on March 24, 2025, including 1,900,000 shares bought for US$5 million between October 1 and December 31, 2025 (Buyback Tranche Update) OraQuick HIV Self Test received a Health Canada license as the first oral HIV self test in Canada, offering 20 minute results from an oral swab and distribution through St. Michael's Hospital to support access across healthcare and community settings (Product Related Announcement) Valuation Changes Fair Value: The analyst fair value estimate has risen from $3.00 to $4.00 per share, which represents a material upward revision to the target level.
ナラティブの更新 Mar 04

OSUR: New STI Self Testing Submissions Will Drive Future Upside

Analysts have raised their price target on OraSure Technologies from $4.50 to $5.00, citing updated assumptions around revenue growth, profit margin and future P/E that they state better reflect the company’s current outlook. What's in the News OraSure completed a share repurchase tranche between October 1, 2025 and December 31, 2025, buying 1,900,000 shares, or 2.63% of shares, for US$5 million.
ナラティブの更新 Feb 18

OSUR: New STI Self Testing Submissions Will Support Future Shareholder Upside

Narrative Update on OraSure Technologies Analysts have kept their OraSure Technologies fair value estimate steady at $4.50, with only marginal tweaks to inputs like the discount rate, long term revenue growth, profit margin, and future P/E assumptions driving this maintained price target. What's in the News OraQuick HIV Self-Test received a Health Canada license, becoming Canada's first oral HIV self test and offering results in about 20 minutes from an oral swab for HIV 1 and HIV 2 antibodies.
ナラティブの更新 Feb 04

OSUR: New STI Testing Submissions Will Drive Future Shareholder Value

Analysts have modestly revised their price target for OraSure Technologies to US$4.50, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin, and future P/E. These changes leave their overall view of the company’s fair value essentially unchanged.
ナラティブの更新 Jan 21

OSUR: At-Home STI Testing Pipeline Will Drive Future Upside

Analysts have maintained their price target on OraSure Technologies at US$3.00. This reflects updated views on factors such as discount rate, revenue growth assumptions, profit margins, and future P/E expectations, while keeping the headline valuation level unchanged.
ナラティブの更新 Jan 07

OSUR: At-Home STI Testing And Activist Push Will Drive Future Upside

Analysts have kept their fair value estimate for OraSure Technologies steady at US$3.00 per share, citing largely unchanged assumptions around the company’s discount rate, revenue growth outlook, profit margin profile, and future P/E multiple. What's in the News OraSure submitted two applications to the U.S. FDA at the end of 2025 for clearance of a rapid molecular self-test for Chlamydia trachomatis and Neisseria gonorrhoeae and for its Colli-Pee at-home urine collection device for sexually transmitted infections, both aimed at over-the-counter and at-home use (Key Developments).
ナラティブの更新 Dec 23

OSUR: Activist Board Challenge Will Drive Future Shareholder Value Upside

Analysts have reduced their price target on OraSure Technologies from 5.00 dollars to 3.00 dollars per share, citing a higher required return on equity and lower expected future valuation multiples, despite improving revenue growth assumptions and largely stable profit margins. What's in the News Altai Capital Management notified OraSure Technologies Board on December 17, 2025 of its intention to nominate two directors at the 2026 annual meeting, citing share price underperformance and capital allocation concerns (Key Developments).
ナラティブの更新 Dec 09

OSUR: Ongoing Share Repurchases Will Drive Future Shareholder Value

Analysts have raised their price target on OraSure Technologies from 4.50 dollars to 4.75 dollars, citing slightly lower discount rate assumptions and a modestly higher long term valuation multiple, despite a small reduction in projected profit margins. What's in the News Completed a share repurchase of 3,345,180 shares, representing 4.49% of outstanding shares, for a total of $9.89 million under the buyback program announced on March 24, 2025 (Key Developments) From July 1, 2025 to September 30, 2025, repurchased 1,524,424 shares, or 2.07% of outstanding shares, for $4.9 million as the latest tranche of the ongoing buyback (Key Developments) Issued fourth quarter 2025 earnings guidance, projecting total revenues of $25 million to $28 million (Key Developments) Q4 2025 outlook includes less than $100,000 in COVID-19 testing revenue, underscoring the company’s pivot away from pandemic-driven sales (Key Developments) Valuation Changes Fair Value Estimate remains unchanged at 4.50 dollars per share, indicating no revision to the intrinsic value assessment.
ナラティブの更新 Nov 25

OSUR: Share Buybacks And Board Actions Will Drive Shareholder Value

Narrative Update: Analyst Price Target Adjustment for OraSure Technologies Analysts have reduced OraSure Technologies’ price target from $4.75 to $4.50, citing updated assumptions in growth and profitability metrics. What's in the News OraSure Technologies repurchased 1,524,424 shares for $4.9 million during Q3 2025, completing a total buyback of 3,345,180 shares under the repurchase plan announced in March 2025 (Key Developments).
分析記事 Nov 14

Revenues Working Against OraSure Technologies, Inc.'s (NASDAQ:OSUR) Share Price Following 25% Dive

OraSure Technologies, Inc. ( NASDAQ:OSUR ) shares have had a horrible month, losing 25% after a relatively good period...
ナラティブの更新 Nov 06

OSUR: Activist Pressure Will Drive Shareholder Value Amid Board Challenge

Analysts have revised their price target for OraSure Technologies from $6.00 to $4.75, citing updated projections for revenue growth and broader shifts in valuation estimates. What's in the News Healthcare entrepreneur Ron Zwanziger warned OraSure that he may pursue an adversarial strategy if the company continues to resist his acquisition bid, following OraSure's rejection of his all-cash offer earlier this summer (Reuters).
分析記事 Aug 08

OraSure Technologies, Inc. (NASDAQ:OSUR) Analysts Are Pretty Bullish On The Stock After Recent Results

There's been a notable change in appetite for OraSure Technologies, Inc. ( NASDAQ:OSUR ) shares in the week since its...
Seeking Alpha Jul 28

OraSure Technologies: An Asymmetric Bet

Summary OraSure trades near cash value with minimal debt, reflecting excessive market pessimism and creating an asymmetric risk-reward opportunity. The company's future hinges on Sherlock's at-home STD test kit, with a high probability of FDA approval and strong market potential. Management is actively streamlining operations, divesting non-core assets, and positioning OraSure as an attractive acquisition target. Downside risk is limited by a strong balance sheet and buyback program, while acquisition or Sherlock's success could drive significant upside. Read the full article on Seeking Alpha
分析記事 May 08

Shareholders Will Probably Hold Off On Increasing OraSure Technologies, Inc.'s (NASDAQ:OSUR) CEO Compensation For The Time Being

Key Insights OraSure Technologies will host its Annual General Meeting on 14th of May Total pay for CEO Carrie Eglinton...
分析記事 Feb 27

Investors Don't See Light At End Of OraSure Technologies, Inc.'s (NASDAQ:OSUR) Tunnel And Push Stock Down 26%

OraSure Technologies, Inc. ( NASDAQ:OSUR ) shareholders won't be pleased to see that the share price has had a very...
User avatar
新しいナラティブ Feb 09

Launch Of OraQuick HCV Self-Test And Genomics Ventures Will Open Markets Amid Profitability Pressures

The international launch of the OraQuick HCV Self-test and upcoming blood proteomics launch offer significant revenue and growth opportunities.
Seeking Alpha Dec 11

OraSure Technologies: Discounted Assets With An Attractive Free Call Option

Summary OraSure Technologies is undervalued, trading below its net current asset value, offering a compelling risk-reward scenario with limited downside risk. The company has a robust balance sheet with no long-term debt and $280 million in cash, mitigating downside risks. Post-COVID margins are expected to improve, driving positive cash flow and substantial upside potential, with a projected 70%+ appreciation. Management is competent and aligned with shareholders, enhancing confidence in the company’s ability to capitalize on its undervaluation. Read the full article on Seeking Alpha
分析記事 Nov 14

Some May Be Optimistic About OraSure Technologies' (NASDAQ:OSUR) Earnings

Shareholders appeared unconcerned with OraSure Technologies, Inc.'s ( NASDAQ:OSUR ) lackluster earnings report last...
分析記事 Nov 08

Here's What Analysts Are Forecasting For OraSure Technologies, Inc. (NASDAQ:OSUR) After Its Third-Quarter Results

OraSure Technologies, Inc. ( NASDAQ:OSUR ) just released its third-quarter report and things are looking bullish...
Seeking Alpha Nov 04

OraSure: An NCAV Diamond In The COVID Rough

Summary OraSure Technologies Inc. is a health and wellness company specializing in "easy to use" diagnostic and specimen collection products. OraSure has a strong balance sheet and is trading below its net current asset value. At the same time, OraSure has a stable operational history with consistent normalized cash flow margins. OraSure has the potential to return to its (much higher) historical NCAV multiples, particularly when considering the new management teams' focus on operational efficiency through cost control. Read the full article on Seeking Alpha
Seeking Alpha Sep 10

OraSure Technologies: Nursing A COVID-19 Hangover

Summary Today, we revisit OraSure Technologies, Inc., a diagnostic firm that, like many in the industry, is going through a post-COVID hangover. The good news for the company is it is sitting on a huge cash balance and management is doing a good job of reducing operating expenses. An updated analysis around OraSure Technologies follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 May 11

OraSure Technologies, Inc. (NASDAQ:OSUR) Just Reported Earnings, And Analysts Cut Their Target Price

It's been a sad week for OraSure Technologies, Inc. ( NASDAQ:OSUR ), who've watched their investment drop 11% to...
分析記事 Apr 17

Lacklustre Performance Is Driving OraSure Technologies, Inc.'s (NASDAQ:OSUR) Low P/S

With a price-to-sales (or "P/S") ratio of 1x OraSure Technologies, Inc. ( NASDAQ:OSUR ) may be sending very bullish...
分析記事 Mar 01

Earnings Beat: OraSure Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a good week for OraSure Technologies, Inc. ( NASDAQ:OSUR ) shareholders, because the company has just...
分析記事 Feb 29

Return Trends At OraSure Technologies (NASDAQ:OSUR) Aren't Appealing

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Dec 20

OraSure Technologies, Inc.'s (NASDAQ:OSUR) Business And Shares Still Trailing The Industry

OraSure Technologies, Inc.'s ( NASDAQ:OSUR ) price-to-sales (or "P/S") ratio of 1.3x might make it look like a buy...

CEO報酬分析

OraSure Technologies の収益と比較して、Carrie Eglinton Manner の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$75m

Dec 31 2025US$4mUS$721k

-US$69m

Sep 30 2025n/an/a

-US$60m

Jun 30 2025n/an/a

-US$51m

Mar 31 2025n/an/a

-US$32m

Dec 31 2024US$6mUS$721k

-US$19m

Sep 30 2024n/an/a

US$11m

Jun 30 2024n/an/a

US$27m

Mar 31 2024n/an/a

US$23m

Dec 31 2023US$7mUS$721k

US$54m

Sep 30 2023n/an/a

US$49m

Jun 30 2023n/an/a

US$44m

Mar 31 2023n/an/a

US$30m

Dec 31 2022US$7mUS$377k

-US$17m

報酬と市場: Carrieの 総報酬 ($USD 4.29M ) は、 US市場 ($USD 1.67M ) の同規模の企業の平均を上回っています。

報酬と収益: Carrieの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Carrie Eglinton Manner (50 yo)

3.9yrs
在職期間
US$4,292,228
報酬

Ms. Carrie Eglinton Manner serves as President, Chief Executive Officer & Director of OraSure Technologies, Inc. since June 04, 2022. She joined OraSure Technologies, Inc. on June 04, 2022. She serves as a...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Carrie Eglinton Manner
President3.9yrsUS$4.29m3.18%
$ 7.2m
Kenneth McGrath
Chief Financial Officer3.8yrsUS$1.32m0.86%
$ 1.9m
Michele Anthony
Senior VP7.6yrsデータなし0.27%
$ 611.2k
Karen Davies
Diagnostics R&D & Chief Technologist1.3yrsデータなしデータなし
Rafal Iwasiow
Sample Management Solutions R&D & Chief Scientist3.3yrsデータなしデータなし
Jason Plagman
Vice President of Investor Relationsno dataデータなしデータなし
Stefano Taucer
General Counsel & Corporate Secretary3.8yrsデータなしデータなし
David Rappaport
Senior Vice President of Corporate Development4.3yrsデータなしデータなし
Amy Steigerwalt
Senior Vice President of Human Resources4.3yrsデータなしデータなし
Zachary Wert
Senior Vice President of Global Operations3.8yrsデータなしデータなし
Anne Messing
Chief Commercial Officerless than a yearデータなしデータなし
3.8yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: OSURの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Carrie Eglinton Manner
President3.9yrsUS$4.29m3.18%
$ 7.2m
Nancy Gagliano
Independent Director4.5yrsUS$267.63k0.20%
$ 457.1k
Robert McMahon
Independent Director2.8yrsUS$260.00k0.11%
$ 253.4k
John Kenny
Independent Chairman1.7yrsUS$267.43k0.24%
$ 538.3k
Lelio Marmora
Independent Director5.9yrsUS$250.00k0.15%
$ 336.8k
John Bertrand
Independent Directorless than a yearデータなし0.049%
$ 110.7k
Steven Boyd
Independent Directorless than a yearUS$111.37k0.16%
$ 373.3k
2.8yrs
平均在職期間
56yo
平均年齢

経験豊富なボード: OSURの 取締役会経験豊富 ではない ( 2.8年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 14:37
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

OraSure Technologies, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
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