BIONANO GENOMICS INC (BNGO)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
$1.20-3.23%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-09-04
QuarterlyIQ Insights · BNGO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue growing revenue with full year 2026 guidance set between $31 million and $33 million.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $6.5 million in 2025-Q1 to $8.2 million in 2026-Q2. Management has consistently guided full year 2026 revenue between $30 million and $33 million, with the latest guidance at $31 to $33 million. The trajectory shows delivering growth aligned with stated revenue targets.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13363).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Full year 2026 revenue guidance in the range of $31 to $33 million.”
“Full year 2026 revenue guidance in the range of $30 to $33 million.”
“Initiating full year 2026 revenue guidance in the range of $30 to $33 million.”
“Reiterating full year 2025 revenue in the range of $26.0 to $30.0 million.”
Complete full retirement of outstanding secured convertible debentures to simplify financial profile and increase operational flexibility.
Stated in 2 of last 2 quarters. Management completed full retirement of $20 million secured convertible debentures by 2026-Q2, eliminating secured debt and associated liens. Convertible debentures payable dropped from $9.979 million at 2025-Q4 to zero at 2026-Q2, delivering on the stated financial strengthening priority.
“We completed the full retirement of our outstanding secured convertible debentures during the quarter.”
“We are closing in on a meaningful balance sheet milestone - the expected retirement of our secured convertible debt.”
Appoint Chief Scientific Officer to lead global scientific strategy, innovation, and clinical applications advancement.
Newly stated in 2026-Q2. Management appointed Dr. Alex Hastie as Chief Scientific Officer to lead scientific strategy and innovation. This is a strategic talent acquisition priority with no direct financial metrics yet but signals focus on scientific leadership.
“We were pleased to welcome back Dr. Alex Hastie as Chief Scientific Officer.”
Drive growth in consumable sales and clinical adoption as foundation for revenue growth in optical genome mapping technology.
Stated in 2 of last 2 quarters. Consumables revenue increased 31% year-over-year to $4.3 million in 2026-Q2, and nanochannel array flow cell sales rose 27% to 9,219 units. Management links this growth to increased clinical adoption and utilization, showing delivering progress on this growth priority.
“Growth in our consumable sales has been primarily driven by increased clinical adoption and utilization at existing and new clinical sites.”
“Consumables revenue was $3.9 million, representing an increase of 20% compared to the first quarter of 2025.”
Focus on managing operating expenses and improving operating income despite revenue growth.
Stated in 3 of last 3 quarters. Operating expenses increased slightly from $11.3 million in 2025-Q4 to $11.5 million in 2026-Q2, while operating income improved from -$8.5 million to -$7.2 million. Adjusted operating expenses showed mixed trends. Management continues focus on cost management with limited progress on operating income improvement.
“Operating expenses increased by 2% to $11.5 million while adjusted operating expense decreased by 2% to $8.7 million.”
“Reduced operating expenses by 2% to $11.1 million and increased adjusted operating expense by 7% to $9.1 million.”
“Operating income was negative $8.5 million with net loss of $7.9 million.”
Over the trailing year it converted 0.77x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
16 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.