BioLife Solutions, Inc. (BLFS)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
$35.25-0.79%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
QuarterlyIQ Insights · BLFS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 100.8% |
| Our one-year growth estimate | diamond | 19.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 81.5 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 26 industry peers · Company calendar date is not available
BLFS — officer change
Dated 2026-01-09
Chief Quality and Operations Officer — Karen Foster: The filing discloses the planned retirement of a senior officer (CQOO) with no indication of disagreement or sudden loss, representing an orderly succession rather than a shock departure.
Why it matters: Steady revenue growth helps BioLife's market position. It shows that management's strategy is working.
Supportive ifRevenue growth exceeds 20% year-over-year in Q3 2026.
Worry ifRevenue growth falls below 17% year-over-year in Q3 2026.
Why it matters: Higher operating income means better cost control. It shows the company is more efficient.
Supportive ifOperating income was over $0.5 million in Q2 2026.
Worry ifOperating income was below $0 in Q2 2026.
Why it matters: New product approvals could drive future revenue growth and market share.
Supportive ifAt least one new product approval or a big partnership is announced.
Worry ifNo news on new product approvals or partnerships.
Why it matters: This could show that BioLife's growth is slowing. This is important for investor trust.
Worry ifQ3 revenue growth comes in below 17% year-over-year.
Less concerning ifQ3 revenue growth exceeds 17% year-over-year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$144 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $436 loss on $10,000 · 4.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,696 loss on $10,000 · 37.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A decline means less profit and may hurt investor confidence.
Worry ifNet income reported lower than $1.2 million in Q2 2026.
Less concerning ifNet income reported at or above $1.2 million in Q2 2026.
Why it matters: If it drops below this level, it shows problems with costs and pricing.
Worry ifGross margin is expected to be below 60% in the next earnings report.
Less concerning ifGross margin remains at or above 60%.
Why it matters: The merger will shape BioLife's future as a private company. It will affect its growth.
Watch forThe acquisition will close in Q4 2026. All approvals from regulators and stockholders are secured.
Also watch forThe acquisition may not close. This could happen due to regulatory or stockholder problems.
Why it matters: A big drop in net income may show financial problems. This can change how investors feel.
Worry ifNet income for Q3 is reported below $1 million.
Less concerning ifNet income for Q3 is reported at or above $1 million.
Why it matters: Revenue growth matches management's goal to increase revenue. Good performance can help investors feel confident.
Supportive ifQ2 2026 revenue reported above $28.5 million, confirming the growth trend.
Worry ifQ2 2026 revenue was below $28.5 million. This shows a slowdown.
Why it matters: This acquisition will affect BioLife's future as a public company. It may give cash to stockholders.
Watch forBioLife stockholders and regulators need to approve the deal by Q4 2026.
Also watch forThe acquisition fails to gain necessary approvals or is delayed beyond Q4 2026.
Why it matters: Positive net income shows financial health and supports future growth.
Supportive ifNet income remains positive in Q3 2026.
Worry ifNet income turns negative in Q3 2026.
Why it matters: Stable gross margins show good cost management and strong pricing power.
Watch forGAAP gross margin remains above 64% in Q3 2026.
Also watch forGAAP gross margin drops below 64% in Q3 2026.