Quanterix Corp. (QTRX)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
$2.76-9.21%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
QuarterlyIQ Insights · QTRX
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 well 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 | -81.0% |
| Our one-year growth estimate | diamond | 2.2% |
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 83.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 43 industry peers
QTRX — CFO transition
Dated 2026-05-12
Chief Financial Officer and Treasurer — Vandana Sriram: Ms. Sriram is leaving the company and no successor has been named yet.
Why it matters: Q2 revenue was below management's expectations. The company changed team structures to boost sales. Higher revenue would show progress.
Watch forQ3 revenue grows year over year and reaches at least $36.4 million, matching or exceeding Q1 2026 revenue.
Also watch forQ3 revenue falls year over year or stays below $32.9 million, Q2 2026 revenue.
Why it matters: Adjusted gross margin fell to 47.9% in Q2, below the new 48% floor for 2026. Another drop would point to more pressure.
Worry ifQ3 adjusted gross margin is below 48%.
Less concerning ifQ3 adjusted gross margin is at least 48%, within the revised 2026 range of 48% to 50%.
Why it matters: The company moved its cash-flow break-even goal to 2027 and cut its year-end cash forecast to $80 million. Lower cash use would support that plan.
Watch forThe Nov. 9 update keeps the 2026 year-end cash forecast at or above $80 million and repeats the 2027 cash-flow break-even goal.
Also watch forThe Nov. 9 update cuts the year-end cash forecast below $80 million or moves the break-even goal past 2027.
Why it matters: Management named three studies as key steps for wider use of its Alzheimer’s blood tests. Their completion would show progress on that plan.
Supportive ifThe company reports that all three clinical utility studies are done. It shares the results.
Worry ifThe company reports that one or more studies remain incomplete or that results are delayed beyond the stated plan.
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 | ±$333 on $10,000 · ±3.3% | How much price usually moves either way. |
| Bad day | $850 loss on $10,000 · 8.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,998 loss on $10,000 · 70.0% | 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: The FDA decision is a named test of Quanterix's Alzheimer’s testing plan. A clearance would mark progress; a denial or delay would not.
Watch forThe company reports FDA clearance for its Lucent AD Complete 510(k) application.
Also watch forThe FDA rejects the application or asks for more data. The company reports no decision by year-end 2026.
Why it matters: Quanterix cut its 2026 revenue range after Q2 revenue missed its own expectations. Another weak quarter would add to that pressure.
Worry ifQ3 revenue is below $35.5 million. That is the quarterly pace needed to reach the low end of the $142 million 2026 range, after first-half revenue of $69.3 million.
Less concerning ifQ3 revenue is at least $35.5 million, keeping the company on pace for the low end of its 2026 range.