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QuidelOrtho Corporation Stock Price

NasdaqGS:QDEL Community·US$977.2m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 4 Fair Values set on narratives written by author

QDEL Share Price Performance

US$0
-30.21 (-100.00%)
US$38.00
Fair Value
US$0
-30.21 (-100.00%)
Price US$0

QDEL Community Narratives

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Fair Value US$38 62.3% undervalued intrinsic discount

Expanding Access And Aging Demographics Will Redefine Diagnostics

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Fair Value US$34.67 58.7% undervalued intrinsic discount

Global Expansion And Decentralized Testing Will Unlock Future Potential

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Fair Value US$11 30.3% overvalued intrinsic discount

Debt And Costs Will Squeeze Margins As Markets Rebound

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Trending Discussion

Updated Narratives

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QDEL: Evolving China Reimbursement Rules Will Support Future Earnings Potential

Fair Value: US$38 62.3% undervalued intrinsic discount
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QDEL: Earnings Headwinds And China Reimbursement Risks Will Likely Limit Share Upside

Fair Value: US$11 30.3% overvalued intrinsic discount
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QDEL: Lifotronic Supply Agreement And Reimbursement Shift Will Shape Future Upside

Fair Value: US$34.67 58.7% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with low risk.

3 Risks
2 Rewards

QuidelOrtho Corporation Key Details

US$2.7b

Revenue

US$1.5b

Cost of Revenue

US$1.2b

Gross Profit

US$2.4b

Other Expenses

-US$1.2b

Earnings

Last Reported Earnings
Mar 29, 2026
Next Reporting Earnings
n/a
-17.76
45.18%
-45.57%
145.2%
View Full Analysis

About QDEL

Founded
1979
Employees
6500
CEO
Brian Blaser
WebsiteView website
www.quidelortho.com

QuidelOrtho Corporation provides diagnostic testing solutions. The company operates through Labs, Transfusion Medicine, Point of Care, and Molecular Diagnostics business units. The Labs business unit provides clinical chemistry laboratory instruments and tests that measure target chemicals in bodily fluids for the evaluation of health and the clinical management of patients; immunoassay laboratory instruments and tests, to measure proteins as they act as antigens in the spread of disease, antibodies in the immune response spurred by disease, or markers of proper organ function and health; testing to detect and monitor disease progression across a spectrum of therapeutic areas; and specialized diagnostic solutions. The Transfusion Medicine business unit offers immunohematology instruments and tests used for blood typing to ensure patient-donor compatibility in blood transfusions; and donor screening instruments and tests used for blood and plasma screening for infectious diseases. The Point of Care business unit provides instruments and tests to provide rapid results across a continuum of POC settings. The Molecular Diagnostics business unit offers polymerase chain reaction thermocyclers; amplification systems; and sample-to-result molecular instruments and tests for syndromic infectious disease diagnostics. The company sells its products directly to end users through a direct sales force; and through a network of distributors for professional use in physician offices, hospitals, clinical laboratories, reference laboratories, urgent care clinics, universities, retail clinics, pharmacies, wellness screening centers, blood banks, and donor centers, as well as for individual, non-professional, and over-the-counter use. It operates in North America, Europe, the Middle East, Africa, China, Japan and Asia Pacific, and Latin America. The company was incorporated in 1979 and is headquartered in San Diego, California.

Recent QDEL News & Updates

Narrative Update Jun 02

QDEL: Evolving China Reimbursement Rules Will Support Future Earnings Potential

Narrative Update Analysts have trimmed their QuidelOrtho price targets by single digits in recent research, citing updated views on revenue growth, profit margins, and an updated forward P/E framework, which together support a reset in fair value to $38.00. Analyst Commentary Recent Street research has centered on valuation resets for QuidelOrtho, with several firms revisiting assumptions around revenue growth, margin structure, and the appropriate P/E range.
Seeking Alpha May 12

QuidelOrtho: A Growing, Stable Business With A Significant Mispricing

Summary QuidelOrtho's core lab testing and immunohematology businesses account for over 75% of sales, where customers sign 5-7-year contracts and the company boasts a contract renewal rate exceeding 95%. While QuidelOrtho missed its 2025 free cash flow guidance due to accounts receivable issues, the company successfully recovered roughly half of that increase during the first quarter. Management models the Chinese reimbursement policy change as a $70 million EBITDA hit, with the impact felt almost entirely in the next 18 months. QuidelOrtho believes LEX has a strong chance of turning the company's respiratory business back into a growth engine after losing share to rival molecular diagnostics competitors. QuidelOrtho retains substantial flexibility to address debt, such as selling the immunohematology division or exiting its capital-intensive leasing business to reduce leverage. Read the full article on Seeking Alpha
Narrative Update May 08

QDEL: Earnings Headwinds And China Reimbursement Risks Will Likely Limit Share Upside

Analysts have reduced the QudelOrtho fair value estimate from $22.00 to $11.00, reflecting updated views on slower revenue growth, slightly lower profit margins, a higher discount rate, and a lower future P/E multiple following recent price target cuts and a downgrade in Street research. Analyst Commentary Recent Street research on QuidelOrtho reflects a more cautious tone, with several price target cuts and at least one downgrade contributing to the lower fair value estimate.

Recent updates

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