Analysts Have Lowered Expectations For BioLife Solutions, Inc. (NASDAQ:BLFS) After Its Latest Results

BioLife Solutions, Inc. (NASDAQ:BLFS) investors will be delighted, with the company turning in some strong numbers with its latest results. Revenue crushed expectations at US$31m, beating expectations by 20%. BioLife Solutions reported a statutory loss of US$0.04 per share, which - although not amazing - was much smaller than the analysts predicted. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on BioLife Solutions after the latest results.

View our latest analysis for BioLife Solutions

Taking into account the latest results, the nine analysts covering BioLife Solutions provided consensus estimates of US$101.9m revenue in 2025, which would reflect a concerning 31% decline over the past 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 76% to US$0.26. Before this earnings announcement, the analysts had been modelling revenues of US$119.3m and losses of US$0.26 per share in 2025. So there's definitely been a change in sentiment in this update, with the analysts administering a substantial haircut to next year's revenue estimates, while at the same time holding losses per share steady.

There was no real change to the average price target of US$29.30, suggesting that the revisions to revenue estimates are not expected to have a long-term impact on BioLife Solutions' valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic BioLife Solutions analyst has a price target of US$32.00 per share, while the most pessimistic values it at US$26.00. This is a very narrow spread of estimates, implying either that BioLife Solutions is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that revenue is expected to reverse, with a forecast 25% annualised decline to the end of 2025. That is a notable change from historical growth of 29% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 6.5% per year. It's pretty clear that BioLife Solutions' revenues are expected to perform substantially worse than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts reconfirmed their loss per share estimates for next year. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for BioLife Solutions going out to 2026, and you can see them free on our platform here..

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for BioLife Solutions that you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.