Could Ginkgo Bioworks (DNA) Leverage Academic Ties to Reinforce Its Microbiome Research Edge?

• On November 18, 2025, the Institute for Genomic Biology at the University of Illinois Urbana-Champaign announced a five-year partnership with Ginkgo Bioworks on a federally funded initiative to develop advanced phage-based therapies for oral health using Ginkgo's EncapS technology.
• This collaboration is expected to enhance Ginkgo's capabilities in microbiome research while highlighting the growing role of high-throughput screening platforms in healthcare innovation.
• We'll explore how this new academic partnership and focus on phage-targeted therapies could influence Ginkgo Bioworks' long-term investment narrative.

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Ginkgo Bioworks Holdings Investment Narrative Recap

To own shares of Ginkgo Bioworks, investors need to believe in the company’s vision to become a leading enabler of automated, AI-enabled bioengineering at scale, with progress in partnerships and academic collaborations serving as critical evidence of momentum. The recent Illinois partnership highlights Ginkgo’s technology strength in synthetic biology, but does not directly address the paramount challenge of scaling platform adoption for near-term revenue growth, nor does it eliminate the persistent risk of slow customer uptake in a risk-averse sector.

The company’s most recent earnings announcement, reflecting a decline in both sales and revenue with widening net losses, remains highly relevant, as it underscores the tension between ambitious R&D alliances and the hard realities of commercial execution. While the new academic collaboration may broaden the pipeline for future opportunities, the immediate financial picture remains defined by underutilized lab capacity and the pace at which innovative solutions translate into actual, recurring revenue.

By contrast, anyone considering an investment should not overlook the reality that...

Read the full narrative on Ginkgo Bioworks Holdings (it's free!)

Ginkgo Bioworks Holdings' narrative projects $167.1 million in revenue and $23.7 million in earnings by 2028. This scenario requires a 10.2% annual revenue decline and a $338.9 million increase in earnings from the current -$315.2 million.

Uncover how Ginkgo Bioworks Holdings' forecasts yield a $12.00 fair value, a 53% upside to its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community submitted fair value estimates between US$4.32 and US$16 per share, reflecting sharply different views. While optimism for diversified revenue streams is rising, persistent questions remain about the speed at which Ginkgo’s platform can prove itself in broader markets, be sure to consider several viewpoints before making a decision.

Explore 3 other fair value estimates on Ginkgo Bioworks Holdings - why the stock might be worth 45% less than the current price!

Build Your Own Ginkgo Bioworks Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ginkgo Bioworks Holdings research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Ginkgo Bioworks Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ginkgo Bioworks Holdings' overall financial health at a glance.

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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.

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