Quanterix Corp. (QTRX)
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
$2.69+4.26%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
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 | -82.3% |
| Our one-year growth estimate | diamond | 2.3% |
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 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
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 84.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 87 industry peers · Company calendar date is not available
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: Better operating income is important for Quanterix. It shows the company can control costs well.
Supportive ifOperating income improves to less than -$30M in Q2 results.
Worry ifOperating income worsens to worse than -$45M in Q2 results.
Why it matters: New product launches can drive revenue growth. Successful launches may indicate stronger market positioning.
Supportive ifSuccessful launch and market adoption of new diagnostic products, such as the NPTX2 assay.
Worry ifLaunches are delayed or fail to gain traction in the market.
Why it matters: These studies are important for Quanterix's Alzheimer’s diagnostics. Good results could raise market trust.
Supportive ifAll three clinical utility studies were finished by the end of Q3.
Worry ifFailure to complete any of the three studies by the end of Q3.
Why it matters: Stable or growing revenue is important for Quanterix. It shows that plans are starting to work.
Supportive ifRevenue in Q2 2026 stabilizes or grows compared to Q1 2026.
Worry ifRevenue declines further in Q2 2026.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$291 on $10,000 · ±2.9% | How much price usually moves either way. |
| Bad day | $780 loss on $10,000 · 7.8% | 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: Better gross margins are key for Quanterix to make money. This shows if cost control works.
Supportive ifGAAP gross margin improves to above 45% in Q2.
Worry ifGAAP gross margin remains below 41% in Q2.
Why it matters: A new CFO can change financial strategy. This could affect earnings and investor confidence.
Watch forQ2 earnings show better financial results after the CFO change.
Also watch forQ2 earnings show no improvement or worsen after the CFO transition.
Why it matters: Reaching clinical goals could help Quanterix in the growing Alzheimer’s test market.
Supportive ifFinish three clinical studies and make progress on the FDA 510(k) application by year-end.
Worry ifDelays in clinical studies or the FDA application process could be a problem.
Why it matters: Changes in revenue guidance may show shifts in market demand or execution issues.
Worry ifRevenue guidance for 2026 is revised down from $169-174 million to below $142 million.
Less concerning ifRevenue guidance remains stable or is revised upward from the current range.
Why it matters: Completing these studies is key for Quanterix's Alzheimer's diagnostics growth. Success could boost market confidence.
Supportive ifAll three studies are done and show good results.
Worry ifOne or more studies are delayed or fail to meet expected outcomes.
Why it matters: FDA approval would support Quanterix's Alzheimer’s diagnostics. This could lead to more money.
Supportive ifFDA grants approval for the 510(k) application during Q3.
Worry ifFDA denies the 510(k) application or delays the decision beyond Q3.
Why it matters: Growing revenue is vital for Quanterix's future. A good trend may show successful products.
Watch forRevenue growth exceeds 20% year-over-year in Q2.
Also watch forRevenue growth falls below 10% year-over-year in Q2.
Why it matters: His leadership could help with financial planning. It may also support growth goals.
Supportive ifThere are positive changes in financial numbers or new plans since Faessler's appointment.
Worry ifThere is no clear improvement in financial numbers or ongoing problems.
Why it matters: If revenue growth is below this level, it shows ongoing challenges and weak market.
Worry ifQ3 revenue was below $36 million. This shows ongoing struggles in making sales.
Less concerning ifQ3 revenue is above $36 million. This suggests better performance in making sales.
Why it matters: Changes in gross margin guidance can show problems in operations. They may also show rising costs.
Worry ifManagement keeps or raises gross margin guidance above 50%.
Less concerning ifFurther downward revisions to gross margin guidance below 48%.
Why it matters: Reaching cash flow breakeven would show better financial health. It would also show efficiency.
Supportive ifIt was confirmed that cash flow breakeven will be reached in 2027.
Worry ifThere may be delays in reaching cash flow breakeven. Lower cash balance expectations could happen.