Mesa Laboratories, Inc. (MLAB)
NASDAQInformation TechnologyMedical - SpecialtiesSnapshot 2026-11-05
$119.30-5.46%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyMedical - SpecialtiesSnapshot 2026-11-05
QuarterlyIQ Insights · MLAB
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 is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -9.3% |
| Our one-year growth estimate | diamond | 6.0% |
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 15.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 2 industry peers
MLAB — restructuring
Dated 2026-10-13
COSTS ASSOCIATED WITH EXIT OR DISPOSAL ACTIVITIES. On October 6, 2026, the Board of Directors of Mesa Laboratories, Inc. (“Mesa,” the “Company,” “we,” “us” or “our”) approved a restructuring program (the “Restructuring Program”) designed to focus our Clinical Genomics division on pharmacogenomics, oncology and high-utilization customer accounts and to reduce our operating costs. We began notifying affected employees on October 12, 2026. The Restructuring Program includes the elimination of ap…
Why it matters: Mesa plans $9.3 million in annual cost cuts and $4.3 million in new spending. Results will show whether the net savings arrive on time.
Supportive ifBy the end of FY28, annual costs are lower by about $5.0 million after reinvestment, with savings and charges in line with the plan.
Worry ifBy the end of FY28, annual net savings fall short of about $5.0 million, or cash costs exceed the stated $2.9 million to $3.7 million range.
Why it matters: Mesa plans to leave its lowest-margin Clinical Genomics sales and focus on selected accounts. Lower sales and higher gross profit rates will test that plan.
Watch forClinical Genomics earns a larger share of revenue as gross profit, even as revenue falls. The division also reports more profit from its focused customer base.
Also watch forClinical Genomics earns a smaller share of revenue as gross profit. Or lost sales exceed cost savings, and the division still loses money.
Why it matters: Mesa said it would give FY27 guidance with its second-quarter results. The forecast will include lower Clinical Genomics sales and the savings plan.
Watch forOn November 9, Mesa gives FY27 guidance. It includes the savings plan and lower Clinical Genomics sales. It also shows a clear path to positive core organic growth.
Also watch forGuidance points to negative core organic growth, or Mesa delays the FY27 outlook.
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 | ±$147 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $452 loss on $10,000 · 4.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,417 loss on $10,000 · 24.2% | 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.