BIONANO GENOMICS INC (BNGO)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
$1.10-7.56%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
QuarterlyIQ Insights · BNGO
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 sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -84.5% |
| Our one-year growth estimate | diamond | 36.8% |
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 2026-11-05.
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 121.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 15 industry peers
BNGO — officer change
Dated 2026-06-05
Chief Medical Officer — Alka Chaubey, Ph.D.: The Chief Medical Officer resigned from the company.
Why it matters: A final coverage rule could affect whether labs can get paid for OGM tests in blood cancers.
Watch forMolDX issues a final coverage rule that includes OGM tests for blood cancers.
Also watch forMolDX issues a final rule that excludes OGM tests or denies coverage for them.
Why it matters: Consumables and flow cell sales grew in Q2. Management tied that growth to more clinical use.
Supportive ifA later quarter shows year-over-year growth in both consumables revenue and flow cells sold.
Worry ifEither consumables revenue or flow cells sold falls year over year in a later quarter.
Why it matters: More published work can build support for OGM, but paid use is the key test of wider adoption.
Supportive ifA later update says more clinical sites use OGM as a routine test. Consumable sales tied to that use also rise.
Worry ifPublications increase, but clinical use and consumable sales do not rise from the prior year.
Why it matters: The debt payoff removed secured debt, but Bionano still reports losses and has flagged cash needs.
Worry ifA new filing reports a need for more financing, a shorter cash runway, or a going-concern warning.
Less concerning ifA new filing shows a longer cash runway, no need for added financing, and no going-concern warning.
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 | ±$172 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $569 loss on $10,000 · 5.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,270 loss on $10,000 · 42.7% | 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: This is the next test of Bionano’s growth path and its $31M–$33M full-year goal.
Supportive ifOn November 10, Q3 revenue is at least $8.2 million and full-year guidance stays at $31 million or more.
Worry ifQ3 revenue is below $8.2 million, or management cuts the full-year goal below $31 million.