Personalis, Inc. (PSNL)
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-09-04
$17.20+2.20%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-09-04
QuarterlyIQ Insights · PSNL
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.
Grow clinical test volumes rapidly to establish NeXT Personal as the standard for cancer recurrence detection.
Stated as a priority in 3 of last 3 quarters. Clinical test volume grew from approximately 2,184 tests in 2025-Q1 to 10,384 tests in 2026-Q2, a 199% year-over-year increase in Q2 and 258% in Q1. Clinical revenue is expected to increase more than 500% over last year. The trajectory is delivering strong growth consistent with management's stated goal.
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 0 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 28% of the time over the next year (vs 52% for the rest of the cohort, n=10029).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Clinical test volume surged 199% year-over-year and 33% sequentially to 10,384 tests in Q2.”
“Delivered 7,815 clinical tests compared with 2,184, representing a 258% increase.”
“Clinical test volume growth and expansion supported by commercial investments.”
Reaffirm full year 2026 total company revenue guidance in the range of $78 million to $80 million.
Reaffirmed in 3 of last 3 quarters. Quarterly revenue grew from $15.5 million in 2026-Q1 to $22.4 million in 2026-Q2. Management maintains full year 2026 revenue guidance of $78 to $80 million. The trajectory is consistent with management's guidance reaffirmations.
“Personalis reaffirmed the following guidance for the full year of 2026: Total company revenue in the range of $78.0 to $80.0 million.”
“Personalis reaffirmed the following guidance for the full year of 2026: Total company revenue in the range of $78.0 to $80.0 million.”
“Full year 2026 revenue guidance of $78 to $80 million.”
Control cash usage to approximately $100 million in 2026, driven by commercial investments.
Stated in 3 of last 3 quarters. Cash usage guidance for 2026 is approximately $100 million, driven by commercial investments. Cash from operating activities was negative $22.5 million in 2026-Q1 and negative $22.2 million in 2026-Q2, consistent with the expected cash usage. The trajectory is on track with management's stated cash usage guidance.
“Cash usage of approximately $100.0 million, driven by commercial investments to support projected clinical test volume growth and expansion.”
“Cash usage of approximately $100.0 million, driven by commercial investments to support projected clinical test volume growth and expansion.”
“Cash usage of approximately $75 million (no change from prior guidance).”
Complete the acquisition by Tempus AI to combine MRD technology with AI-enabled precision oncology platform.
Newly stated in 2026-Q2. Personalis announced a definitive merger agreement with Tempus AI valued at $1.5 billion enterprise value, with shareholders receiving $16.25 per share. This is a strategic priority to combine MRD technology with Tempus's AI platform. The transaction is pending completion, so delivery is in progress.
“Personalis entered into an Agreement and Plan of Merger with Tempus AI, Inc. to accelerate innovation and deliver greater value.”
Projected cash usage of approximately $100M in 2026 driven by commercial investments.
Over the trailing year it converted 0.87x of net income into operating cash flow.
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).
7 material management or governance events in the past 24 months, led by M&A activity. 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.