Bionano Genomics, Inc. (BNGO)

Over the past six months, Bionano Genomics' stock price has significantly declined. In Q3 2025, the EPS exceeded expectations, but net income and gross margins deteriorated. Total revenue decreased in Q3 2024 due to discontinued clinical services and a strategic shift away from instrument sales, although flow cell sales increased. On February 2, 2026, the CEO received a grant of stock options.

Specific seasonal patterns are not detailed, but Q3 2024 saw a revenue decrease due to strategic shifts, while flow cell sales increased. Analysts project a 29% annual revenue growth over the next three years. The company's focus on driving utilization among existing OGM customers suggests a more stable revenue stream from consumables.

Bionano Genomics, Inc., based in San Diego, California, is a life sciences instrumentation company specializing in genome analysis within the Healthcare sector, focusing on Medical - Diagnostics & Research and Biotechnology. The company offers sample-to-result solutions like the Saphyr and Stratys systems, which utilize optical genome mapping (OGM) for structural variation analysis. They also provide the Saphyr Chip, Bionano Prep Kits, DNA labeling kits, the Ionic purification system, and Bionano Analysis Software, along with diagnostic testing services like FirstStepDx PLUS and NextStepDx PLUS.

Bionano Genomics is headquartered in San Diego, California, and has a global presence, serving markets across North America, Europe, the Middle East, Africa, and the Asia-Pacific region.

Bionano Genomics aims to transform genome understanding through its optical genome mapping (OGM) technology. A publication highlighted the utility of Bionano's technology in detecting genomic alterations introduced by gene editing technologies. Bionano showcased advances in Optical Genome Mapping at AMP 2025. The 2026 Clinical Lab Fee Schedule indicated a 47% increase in payment determination for the Category I CPT Code for OGM use in hematologic malignancies.

Bionano Genomics, Inc. has 36 institutional owners and shareholders holding a total of 572,813 shares. Major institutional owners include Gsa Capital Partners Llp, Vanguard Group Inc, Geode Capital Management, Llc, Carret Asset Management, Llc, Hrt Financial Lp, Two Sigma Securities, Llc, R Squared Ltd, Stifel Financial Corp, BlackRock, Inc., and UBS Group AG. Individual owners with notable percentages include Iroquois Capital Management LLC (5.008%), Lincoln Alternative Strategies LLC (5.159%), and Richard Abbe (1.548%).