Ginkgo Bioworks Holdings, Inc. Class A (DNA)

Ginkgo Bioworks' stock experienced notable movements in the past six months. As of October 3, 2025, shares had climbed 45% in the preceding month, contributing to a 97% annual gain, but closed down 5.28% on October 9, 2025. On October 24, 2025, the stock price increased by 2.73% to $13.57. In October 2025, the CFO sold shares worth $17,907, and Virginia Retirement Systems Et Al purchased a new stake. In September 2025, Ginkgo partnered with STRM.BIO and the University of British Columbia for In Vivo CAR Therapies and launched an Antibody Developability Consortium with Apheris. The company also settled shareholder derivative actions for $4.1 million. BTIG Research increased its target price from $6.00 to $9.00 with a "sell" rating, while Wall Street Zen upgraded the stock from "sell" to "hold". In August 2025, Ginkgo reported Q2 earnings, surpassing EPS estimates with revenue of $49.60 million. Cell engineering revenue grew 8% year-over-year, supporting 120 revenue-generating programs, and cash burn decreased significantly. Ginkgo announced a strategic partnership with Inductive Bio and Tangible Scientific for integrated drug discovery, and Brian O'Sullivan was appointed as the head of commercial. In July 2025, Ginkgo launched an ADME Profiling Service using lab automation, with stock increases of 11% on July 22, 17% on June 30, and 18.9% on July 1. In April 2025, the company expanded its strategic partnership with Novo Nordisk.

The demand for Ginkgo Bioworks' products and services does not have a strong inherent seasonality but is influenced by long development cycles and specific market events. The Biosecurity segment experienced significant demand during the COVID-19 pandemic but faced headwinds post-COVID. Ginkgo's strategy involves diversification and expansion, with its cell programming platform serving various industries. The company is actively working to expand into new markets and grow existing customer accounts, aiming to stabilize and increase demand for its services. The increasing demand for lab automation and AI data services in the biopharma sector is also seen as a positive catalyst.

Ginkgo Bioworks Holdings, Inc. is a biotechnology company specializing in cell programming, engineering organisms for industrial applications within the Health Care sector. Its core business revolves around a cell programming platform, enabling customers to program cells to produce products like therapeutics, food ingredients, and chemicals. The company offers cell engineering research and development solutions, cell engineering tools, functional genomics, antibody developability Datapoints services, AI models, and reconfigurable automation cart systems. Ginkgo also provides biomonitoring and bioinformatics support services through its Canopy and Horizon platforms, designed to generate genomic data and detect biothreats, with applications spanning diverse industries.

Ginkgo Bioworks Holdings, Inc. is headquartered in Boston, Massachusetts, primarily operating in the United States with facilities in Boston and Cambridge. The company is expanding its biomonitoring efforts internationally, including programs in countries like Qatar, and plans to launch a new integrated data generation facility, Biofab1, in 2025.

Ginkgo Bioworks' brand reputation has seen stock fluctuations, analyst scrutiny, and strategic developments. The stock showed gains but also faced volatility. Analyst sentiment has been cautious, with a consensus rating of "Reduce" and concerns about declining core revenue and high cash burn. The company's strategic shift away from its "downstream value share" business model has been noted. Despite challenges, Ginkgo has focused on cost reductions and strategic partnerships, including collaborations with Novo Nordisk, Inductive Bio, Tangible Scientific, STRM.BIO, and the University of British Columbia. The launch of new services and the settlement of shareholder derivative lawsuits also contributed to its reputation management.

Institutional investors hold 78.63% of Ginkgo Bioworks Holdings, Inc.'s stock. Major institutional owners include Virginia Retirement Systems Et Al, which acquired a new stake in Q2 2025. Other prominent institutional investors that modified their holdings in Q1 2025 include Goldman Sachs Group Inc., Acadian Asset Management LLC, Millennium Management LLC, AQR Capital Management LLC, and PDT Partners LLC. The co-founders, Jason Kelly and Reshma Shetty, remain actively involved and hold a substantial stake in the company.