Bionano Genomics, Inc. (BNGO) AI Stock Analysis

Bionano Genomics, Inc., headquartered in San Diego, California, is a provider of genome analysis software and testing solutions. Established in 2003, the company focuses on optical genome mapping technology through its flagship Saphyr system, which provides sample-to-result structural variation analysis. Saphyr consists of an imaging instrument and the consumable Saphyr Chip. The company also offers Bionano Prep Kits, DNA labeling kits, compute servers, and NxClinical, a software system for analyzing genomic variants from microarray and next-generation sequencing data. Additionally, it provides diagnostic laboratory testing services, including FirstStepDx PLUS for chromosomal microarray analysis.

Annual revenue grew from $18.0M in FY2021 to a high of $36.1M in FY2023 before declining to $30.8M in FY2024 and $28.5M in FY2025. Across FY2020 through FY2025, revenue achieved a 5-year CAGR of 27.4%. Gross margin recovered to 22.0% in FY2025 following 1.2% in FY2024. Bionano has remained unprofitable, posting a net income of -$26.4M and an operating margin of -116.9% in FY2025, improving from -$232.5M in FY2023. Over the trailing twelve months, revenue reached $30.2M with an operating margin of -88.3%. In the latest quarter ended June 30, 2026, quarterly revenue grew 21.4% year-over-year.

As of June 30, 2026, Bionano Genomics held $9.9M in cash and short-term investments against total debt of $6.7M, resulting in net cash of $3.2M. The company maintains a current ratio of 2.48 and a debt-to-equity ratio of 0.21 on shareholders' equity of $31.6M. Free cash flow was -$16.3M in FY2025, matching an operating cash flow of -$16.3M. Capital structure data shows a 5-year share count change of 2356.1%.

BNGO trades at an enterprise value of $16.9M and a market capitalization of $14.7M. Its price-to-sales multiple is 0.5x, below the 4.1x median for its US-listed Healthcare peer group. Its price-to-book multiple is 0.6x, and EV-to-revenue is 0.6x. The stock has delivered a 1-year return of -37.2% and a year-to-date return of -18.3%, underperforming the S&P 500 (SPY) 1-year return of 16.8%. Over 5 years, BNGO returned -100.0% compared to 83.0% for the S&P 500.

Consensus coverage shows 1 Strong Buy and 1 Buy rating. The mean price target is $5.00, representing a 300.0% difference from the last close of $1.25 on October 16, 2026. For the fiscal year ending December 31, 2026, analysts estimate revenue of $32.1M and EPS of -$2.14. For the following fiscal year, 1 analyst projects revenue of $43.3M and EPS of -$0.97. Bionano has beaten EPS estimates in each of the last 4 quarters, and its next earnings date is November 12, 2026.

This page is an AI-written research summary of Bionano Genomics, Inc. (BNGO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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