CryoPort, Inc. (CYRX)
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
$15.81-0.32%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
Broken: Primary pillar broken — Cash from operations exceeds $3.7 million quarterly: Q2 OCF not reported vs $3.7M target.
CryoPort is growing revenue steadily, aiming for about $194 million in 2026. Gross profit is improving, rising from $21.3M to $21.9M recently. Cash from operations increased from $0.9M to $3.7M, showing better cash flow. Management is stable and focused on growth and profitability.
The company remains unprofitable with negative EPS expected through 2027. Revenue growth is modest and may not sustain. Cash flow improvements could stall, and profit margins may stay thin.
The market expects about 11% revenue growth but prices the stock roughly 41% above our valuation model. Our valuation is about 28% below the Street median, indicating the market may be optimistic on growth and profitability.
Breaks if: Gross profit falls below $21.9 million in any quarter
Breaks if: Cash from operations falls below $3.7 million in any quarter
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment is a turnaround story. CYRX is currently loss-making but has stable management and is working on improving its financial performance. The thesis is in a watch state due to mixed results and elevated risks.
The market seems to have priced in a low expectations gap, indicating that investors are not overly optimistic. Valuation is considered cheap compared to peers, but there is a durable premium that suggests some caution.
Fundamentals may improve as management focuses on increasing revenue and enhancing cash flow. Recent financial performance has been weak, but there are signs of progress in cash operations and margins, although the trajectory is mixed.
The future performance of CYRX hinges on the ability to meet or exceed revenue guidance and the performance of key sector bellwethers like UPS and FDX. Any cuts in guidance or negative trends from these companies could significantly impact CYRX's outlook.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. Analysts raised growth assumptions, which supports an increase in full-year revenue guidance. There are no new threats to the thesis at this time.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Improve cash flow from operating activities to support financial stability and growth investments.
Stated as a priority in 3 of last 3 quarters. Cash from operations improved from $0.9 million in 2025-Q4 to $3.7 million in 2026-Q1, and adjusted EBITDA turned positive to $0.4 million in 2026-Q2 from negative $0.9 million in 2025-Q2. Management is delivering progress on cash flow and profitability milestones, indicating a positive trajectory.
“Achieving positive adjusted EBITDA in the second quarter represents an important milestone.”
“Adjusted EBITDA from continuing operations was a negative $0.6 million for Q1 2026, compared to a negative $2.8 million for Q1 2025.”
“Adjusted EBITDA from continuing operations for H1 2026 was a negative $0.2 million, compared to a negative $3.7 million for H1 2025.”
Breaks if: Full-year revenue falls below $192 million in 2026
Raise and achieve higher full-year revenue targets driven by growth in Life Sciences Services and Products segments.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $45.5 million in 2025-Q2 to $49.0 million in 2026-Q2, an 8% increase year-over-year. Management raised full-year 2026 revenue guidance from $190-$194 million to $192-$196 million, reflecting delivery on growth momentum and an upward trajectory.
“We believe that we are well positioned to deliver sustainable, profitable long-term growth.”
“We are raising our full-year revenue guidance to $192 million to $196 million.”
“The Company provides full-year 2026 revenue guidance in the range of $190.0 million to $194.0 million.”
Over the next 1 to 3 years, CYRX has potential for improvement but faces considerable risks. Monitoring sector performance and management execution will be crucial. Not investment advice.