Seer Inc (SEER)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$1.95+0.52%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
Intact: The reason to own it still holds.
Seer aims to grow revenue to $16M-$18M in 2026. The company targets maintaining its gross profit margin despite revenue challenges. Recent revenue was $2.79M in Q1 2026, showing a base to build on. The stock price reflects a discount to peers and expects about 24% revenue growth next year.
Seer is currently loss-making with declining gross profit. Recent earnings misses and activist investor challenges raise concerns. Revenue and profit margin targets may not be met given current trends.
The market prices in about 24% revenue growth and discounts the stock by roughly 36% compared to our model. Our view aligns with this cautious outlook given the company's current losses and revenue challenges.
Breaks if: gross profit margin declines significantly below recent levels
Breaks if: proxy fight or takeover bid leads to major leadership disruption
full-year 2026 revenue falls below $16M
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a speculative growth opportunity. SEER is currently loss-making and operates in a high-risk environment, with mixed management execution and recent financial performance below peers.
The market appears to price SEER as relatively cheap compared to peers, with a significant expectations gap. The current valuation suggests that investors are not overly optimistic about future performance.
Management aims for $16M-$18M in revenue for 2026, but recent quarterly results show limited progress. The gross profit margin is stable, but overall gross profit is lower than the previous year, indicating mixed results in execution.
The long-term thesis hinges on management's ability to meet revenue targets and maintain gross margins. Additionally, external factors such as sector performance and economic conditions will play a crucial role in shaping future outcomes.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The company reaffirmed its revenue guidance of $16M-$18M for 2026. However, it missed earnings expectations and reported potential revenue growth issues. Funding headwinds may also hinder its revenue growth objectives.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
In the next 1 to 3 years, SEER's performance will depend on its ability to navigate high risks while achieving growth targets in a supportive sector. Not investment advice.