Ginkgo Bioworks Holdings, Inc. (DNA)
NYSEHealth CareBiotechnologySnapshot 2026-09-04
$6.950.00%
Close 2026-09-04 · 1-day change
NYSEHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · DNA
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.
Maintain total cash burn in the range of $125 million to $150 million for the full year 2026 as a key financial discipline priority.
Stated as a priority in 3 of last 3 quarters. Management reaffirmed a total cash burn guidance range of $125M to $150M for 2026 in each quarter. Actual cash from operating activities was negative $46.7M in 2026-Q1 and negative $44.3M in 2026-Q2, consistent with the burn guidance. The trajectory shows management maintaining discipline on cash burn as committed.
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 3 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.
“Ginkgo reaffirms expected total cash burn of ($150)-($125) million in 2026.”
“Ginkgo reaffirms expected total cash burn of $(150)-$(125) million in 2026.”
“Ginkgo expects total cash burn of $(150)-$(125) million in 2026.”
Complete the strategic transaction involving the divestiture of Biosecurity business to Tower Biosecurity and related equity interest receipt.
Stated in 3 disclosures including 2026-Q1 and Q2 and a 2026-04-07 filing. The divestiture of Biosecurity was completed April 3, 2026, shifting Biosecurity revenue from $40M+ in 2025 to discontinued operations and effectively zero in continuing operations in 2026. This reflects completion of the strategic transaction as committed.
“Ginkgo completed the divestiture of its Biosecurity business on April 3, 2026.”
“Ginkgo completed the divestiture of its Biosecurity business on April 3, 2026 and is presenting the financial results as discontinued operations.”
Expand the Nebula autonomous lab rapidly in 2026, doubling its size and increasing device capacity to lead autonomous lab infrastructure adoption.
Stated in 2 of last 2 quarters. Management emphasizes rapid scaling of Nebula autonomous lab, aiming to double its size in 2026 and increase devices in RACs. While no specific revenue or volume numbers are provided, the recurring focus and operational updates indicate ongoing delivery on this growth priority.
“Nebula is in ramp mode, scaling rapidly as we onboard new protocols weekly and increasing devices in RACs.”
“Nebula is the world's largest autonomous lab and we are aiming to double its size this year.”
Achieve minimum Biosecurity segment revenue of $40 million in 2025 prior to divestiture completion.
Stated in 2 quarters in 2025. Management expected Biosecurity revenue of at least $40M in 2025. Actual reported Biosecurity revenue was approximately $37.4M in 2025, slightly below the target but close. The priority was maintained until divestiture completion, showing limited progress toward the revenue milestone.
“Ginkgo continues to expect Biosecurity revenue of at least $40 million in 2025.”
“Ginkgo expects Biosecurity revenue of at least $40 million in 2025.”
Complete the divestiture of the Biosecurity business to Tower Biosecurity, representing a strategic shift and refocus of company operations.
Over the trailing year it converted -0.72x of net income into operating cash flow. Historically, Health Care names rated fragile grew net income 32% of the time over the next year (vs 54% for the rest of the cohort, n=2490).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=3872).
Not investment advice. As of 2026-09-04.