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
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 | -84.8% |
| Our one-year growth estimate | diamond |
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.
No outside relationship met the current evidence threshold.
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.
A larger daily loss that occurred about once in every 20 trading days.
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.
| 31.4% |
Growth built into the price is above our model estimate.
The price assumes 116.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 25 industry peers · Company calendar date is not available
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: New partnerships may help Bionano's market position and grow OGM uses.
Supportive ifAt least one new strategic partnership focused on OGM has been announced.
Worry ifNo new strategic partnerships announced in the next quarter.
Why it matters: More use of optical genome mapping (OGM) could increase revenue. It may also improve market position.
Supportive ifNew studies show OGM works well in clinical uses. This supports its effectiveness.
Worry ifThere may be fewer studies or negative reports on OGM's clinical use.
Why it matters: More clinics using Bionano's technology is key for its growth. It shows their tech works.
Supportive ifConsumables revenue grew over 30% compared to last year.
Worry ifConsumables revenue grew under 20% compared to last year.
Why it matters: Confirming the $30-$33 million revenue guidance is important for investor trust. It shows management wants to grow.
Supportive ifManagement confirms full year 2026 revenue guidance of $30-$33 million.
Worry ifManagement lowers the full year 2026 revenue guidance.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$165 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $513 loss on $10,000 · 5.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,846 loss on $10,000 · 78.5% | 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: Total revenue growth is crucial for meeting the full year target of $30-$33 million.
Supportive ifTotal revenue reported above $7.5 million in Q2 2026.
Worry ifTotal revenue reported below $7.5 million in Q2 2026.
Why it matters: Dr. Hastie's leadership may improve OGM uses and research partnerships.
Watch forAnnouncement of new OGM studies or collaborations led by Dr. Hastie.
Also watch forNo new studies or partnerships were announced in six months after his appointment.
Why it matters: A new CEO can bring new ideas and stability after recent changes.
Supportive ifA new CEO with industry experience has been announced.
Worry ifNo new CEO announced by the next earnings date.
Why it matters: Falling short of this figure could signal weak demand for optical genome mapping.
Worry ifQ3 revenue reported below $8.2 million.
Less concerning ifQ3 revenue meets or exceeds $8.6 million.
Why it matters: Earnings results will show how revenue and operating income are doing.
Watch forThe earnings report shows revenue is growing. It also shows better operating income.
Also watch forThe earnings report shows revenue is falling. It also shows worse operating income.
Why it matters: The CEO change may change the company direction and affect investor trust.
Watch forNew CEO outlines a clear strategy that aligns with revenue goals.
Also watch forNew CEO does not show a clear plan or causes more instability.
Why it matters: Higher operating income means more profit. This shows better financial health.
Supportive ifOperating income was less negative than -$7.897 million in Q2 2026.
Worry ifOperating income remains negative at -$7.897 million or worse in Q2 2026.
Why it matters: A new CEO can help the company after recent changes in leadership.
Watch forAnnouncement of a new CEO or interim leadership plan within the next month.
Also watch forThere are no updates on the CEO search or leadership issues.
Why it matters: More clinics using Bionano's technology helps it make more money.
Supportive ifConsumables revenue grows more than 31% year-over-year in Q3.
Worry ifConsumables revenue growth is below 20% compared to last year.