OraSure Technologies, Inc.

NasdaqGS:OSUR 株式レポート

時価総額:US$248.5m

OraSure Technologies 過去の業績

過去 基準チェック /06

OraSure Technologiesの収益は年間平均-18.9%の割合で減少していますが、 Medical Equipment業界の収益は年間 増加しています。収益は年間13.6% 10.7%割合で 減少しています。

主要情報

-18.89%

収益成長率

-18.50%

EPS成長率

Medical Equipment 業界の成長8.90%
収益成長率-10.67%
株主資本利益率-23.96%
ネット・マージン-66.42%
前回の決算情報31 Mar 2026

最近の業績更新

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...
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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...

収支内訳

OraSure Technologies の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:OSUR 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26113-757346
31 Dec 25115-697343
30 Sep 25126-607637
30 Jun 25139-517633
31 Mar 25162-327627
31 Dec 24186-197525
30 Sep 24224117826
30 Jun 24274277929
31 Mar 24305238431
31 Dec 23405549233
30 Sep 23453499934
30 Jun 234804410936
31 Mar 234753011338
31 Dec 22387-1711736
30 Sep 22328-4311837
30 Jun 22265-6411536
31 Mar 22243-4710734
31 Dec 21234-239534
30 Sep 21233-118936
30 Jun 2122758035
31 Mar 21199-47934
31 Dec 20172-157731
30 Sep 20158-147427
30 Jun 20146-27223
31 Mar 20156136721
31 Dec 19155176520
30 Sep 19150257318
30 Jun 19159207017
31 Mar 19161196917
31 Dec 18182206916
30 Sep 18177175716
30 Jun 18174155715
31 Mar 18174165814
31 Dec 17166315813
30 Sep 17145316010
30 Jun 17135315910
31 Mar 17126305710
31 Dec 16123205810
30 Sep 16125175811
30 Jun 16123126110
31 Mar 16122116210
31 Dec 1512086111
30 Sep 1511616312
30 Jun 1511416113

質の高い収益: OSURは現在利益が出ていません。

利益率の向上: OSURは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: OSURは利益が出ておらず、過去 5 年間で損失は年間18.9%の割合で増加しています。

成長の加速: OSURの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: OSURは利益が出ていないため、過去 1 年間の収益成長をMedical Equipment業界 ( 14.8% ) と比較することは困難です。


株主資本利益率

高いROE: OSURは現在利益が出ていないため、自己資本利益率 ( -23.96% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/24 18:25
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。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

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
Charley JonesBarrington Research Associates, Inc.
Karen KoskiBTIG
Mark MassaroCanaccord Genuity