Seer Inc (SEER)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · SEER
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 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 | -47.4% |
| Our one-year growth estimate | diamond |
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.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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.
| 30.0% |
Growth built into the price is above our model estimate.
The price assumes 77.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 66 industry peers
SEER — CEO transition
Dated 2026-09-18
CFO — David Horn: The CFO resigned to pursue other interests with no disagreement, and the company immediately appointed an internal successor (VP FP&A) to the role, indicating an orderly succession rather than a sudden loss of leadership.
Why it matters: Q1 gross margin was 35%, while Seer lost $16.8 million. A higher margin would show that sales bring in more gross profit.
Supportive ifA later quarter reports gross margin above 35%.
Worry ifA later quarter reports gross margin at or below 35%.
Why it matters: The board review ended with Seer set to remain independent. A new proposal could reopen a sale process; no new proposal would leave the stand-alone plan in focus.
Watch forSeer discloses a new acquisition proposal or says it has reopened talks with a buyer.
Also watch forSeer reports no new proposal. It remains an independent company in its next update.
Why it matters: Seer is due to report before the year ends. The update can show whether Q1's sales drop has eased and whether the $16M–$18M range still stands.
Watch forOn Nov. 10, Seer keeps its $16 million to $18 million 2026 revenue range and reports higher year-over-year revenue than Q1's $2.8 million.
Also watch forOn Nov. 10, Seer cuts its 2026 revenue range or reports a further year-over-year revenue decline.
Why it matters: The collaboration gives Seer a named project at large scale. Sample delivery or results can show if it goes beyond an announcement.
Supportive ifSeer or Precision Health Research reports that the 10,000 samples were processed or that project results were shared.
Worry ifSeer reports a delay, cancellation, or no progress on the 10,000-sample project in its next updates.
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 | ±$136 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $330 loss on $10,000 · 3.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,790 loss on $10,000 · 27.9% | 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: Seer kept this range after Q1 revenue fell 34% year over year. Full-year results will show whether sales recover.
Supportive ifFull-year 2026 revenue is at least $16 million.
Worry ifFull-year 2026 revenue is below $16 million, or Seer cuts its range below that level.