NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for BLFS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Gross margin near mid-60% range | Profit margin stays near 64%. | Intact | Gross margin falls below 60% in FY26 | Gross margin: 64.24% FY2026-Q2; GAAP. Published target: >= 64% gross margin in FY26. Target period is not explicitly aligned with this observation. Aug 6, 202664.241551 percent · calculatedLast status assessment Oct 17, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 3 of last 3 quarters. GAAP gross margin was 64% in both 2026-Q1 and Q2, slightly below 65% in Q2 2025. Management reiterated 2026 gross margin guidance in the mid-60% range. The gross margin has been relatively stable with limited progress in expansion but consistent with guidance. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
FY2027 EPS: comparable history unavailable.
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
BLFS is a growth-oriented healthcare business with improving recent performance, rather than a proven durable compounder. Its long-term thesis is intact, though earnings quality remains weak because the company is still loss-making on the evidence snapshot and management is described as volatile.
The valuation is expensive versus peers, with a reported 7.07 premium and low model confidence. The expectations gap is high, while the evidence says the expensive valuation is not paired with a broader stack of weak fundamentals and turbulence.
Near term, revenue growth is on track: second-quarter revenue rose 21% year over year, and management reaffirmed 2026 revenue guidance for 17% to 20% growth. Gross margin was stable at 64%, while operating income turned positive; reported net income also improved, but a large non-cash tax benefit drove that result. The next guidance update remains a risk, especially given a history of a deep miss.
Over the next few quarters, the thesis depends on revenue growth continuing and operating profitability improving without guidance cuts. A weaker jobs trend could weigh on healthcare names, while continued strong results and guidance from sector peers could support sector momentum. Recent merger-related filings and an officer change add uncertainty, but the snapshot provides little detail on their business impact.
For the 1-to-3-year view, BLFS has improving operating momentum and an intact thesis, but its expensive valuation leaves little room for execution to falter. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Net income improvement | Net income rose to $1.2M in Q1 2026. | Intact | Net income falls below $0.5 million quarterly | Net income: $45.104M FY2026-Q2; GAAP. Published target: Sustain or grow net income above $1 million quarterly. Target period is not explicitly aligned with this observation. Aug 6, 202645,104,000 USD · source valueLast status assessment Oct 17, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 3 of last 3 quarters. GAAP net income improved from a loss of $15.3 million in 2025-Q2 to income of $45.1 million in 2026-Q2, driven by a $42.4 million non-cash tax benefit. Operating income improved from a loss of $16.1 million in 2025-Q2 to positive $1.7 million in 2026-Q2. The trajectory shows significant improvement in profitability consistent with management's statements. Delivery assessment Oct 17, 2026 |
Revenue growth of about 21% or more | A primary condition in BioLife Solutions, Inc.'s published investment case. The stated target is >= $113.75 million in revenue for FY 2026. | Intact | Revenue falls below $93 million in FY26 | Revenue: $28.466M FY2026-Q2; GAAP. Published target: >= $113.75 million in revenue for FY 2026. Target period is not explicitly aligned with this observation. Aug 6, 202628,466,000 USD · source valueLast status assessment Oct 17, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 3 of last 3 quarters. Revenue grew from $22.1 million in 2026-Q1 to $28.5 million in 2026-Q2, a 21% increase year-over-year. Management reiterated 2026 revenue guidance of $112.5 million to $115 million, representing 17% to 20% growth over 2025. The trajectory is delivering consistent revenue growth aligned with management's stated priorities. Delivery assessment Oct 17, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.13B → $0.13B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | Unavailable | $134,586,500 | 1 / 8 |
| 2026-07-25 | Unavailable | $134,586,500 | 1 / 8 |
| 2026-07-26 | Unavailable | $134,586,500 | 1 / 8 |
| 2026-07-27 | Unavailable | $134,586,500 | 2 / 6 |
| 2026-07-28 | Unavailable | $134,586,500 | 1 / 8 |
| 2026-07-29 | Unavailable | $134,586,500 | 1 / 8 |
| 2026-07-30 | Unavailable | $134,586,500 | 1 / 8 |
| 2026-07-31 | Unavailable | $134,586,500 | 1 / 8 |
| 2026-08-01 | Unavailable | $134,585,375 | 2 / 6 |
| 2026-08-02 | Unavailable | $134,585,380 | 1 / 8 |
| 2026-08-03 | Unavailable | $134,585,380 | 1 / 8 |
| 2026-08-04 | Unavailable | $134,585,380 | 1 / 8 |
| 2026-08-05 | Unavailable | $134,585,380 | 1 / 8 |
| 2026-08-06 | Unavailable | $134,585,380 | 1 / 8 |
| 2026-08-07 | Unavailable | $134,585,375 | 2 / 6 |
| 2026-08-08 | Unavailable | $134,585,375 | 2 / 6 |
| 2026-08-09 | Unavailable | $134,854,250 | 1 / 8 |
| 2026-08-10 | Unavailable | $134,854,250 | 1 / 8 |
| 2026-08-11 | Unavailable | $134,854,250 | 1 / 8 |
| 2026-08-12 | Unavailable | $134,854,250 | 1 / 8 |
| 2026-08-13 | Unavailable | $134,854,250 | 1 / 8 |
| 2026-08-14 | Unavailable | $134,585,375 | 2 / 6 |
| 2026-08-15 | Unavailable | $134,585,375 | 2 / 6 |
| 2026-08-16 | Unavailable | $134,585,375 | 2 / 6 |
| 2026-08-17 | Unavailable | $134,585,375 | 2 / 6 |
| 2026-08-18 | Unavailable | $134,585,375 | 2 / 6 |
| 2026-08-19 | Unavailable | $134,585,375 | 2 / 6 |
| 2026-08-20 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-21 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-22 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-23 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-24 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-25 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-26 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-27 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-28 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-29 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-30 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-08-31 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-01 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-02 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-03 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-04 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-05 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-06 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-07 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-08 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-09 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-10 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-11 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-12 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-13 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-14 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-15 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-16 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-17 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-18 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-19 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-20 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-21 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-22 | Unavailable | $134,854,250 | 2 / 6 |
| 2026-09-23 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-09-24 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-09-25 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-09-26 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-09-27 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-09-28 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-09-29 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-09-30 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-10-01 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-10-02 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-10-03 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-10-04 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-10-05 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-10-06 | Unavailable | $134,547,714 | 2 / 6 |
| 2026-10-07 | Unavailable | $134,322,333 | 2 / 6 |
| 2026-10-08 | Unavailable | $134,322,333 | 2 / 6 |
| 2026-10-09 | Unavailable | $134,322,333 | 2 / 6 |
| 2026-10-10 | Unavailable | $134,322,333 | 2 / 6 |
| 2026-10-11 | Unavailable | $134,322,333 | 2 / 6 |
| 2026-10-12 | Unavailable | $134,322,333 | 2 / 6 |
| 2026-10-13 | Unavailable | $134,322,333 | 2 / 6 |
| 2026-10-14 | Unavailable | $134,322,333 | 2 / 6 |
| 2026-10-15 | Unavailable | $134,322,333 | 2 / 6 |
| 2026-10-16 | Unavailable | $134,322,333 | 2 / 6 |
| 2026-10-17 | Unavailable | $134,322,333 | 2 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 8 Hold · 0 Sell / Strong Sell
Recent actions · Sep 18–Oct 17 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Sep 18, 2026–Oct 17, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.