OraSure Technologies, Inc. (OSUR) AI Stock Analysis

OraSure Technologies, Inc. develops, manufactures, markets, and sells oral fluid diagnostic products and specimen collection devices globally. Operating through Diagnostics and Molecular Solutions segments, its offerings include rapid tests such as the InteliSwab COVID-19 rapid test series and the OraQuick line of HIV, HCV rapid antibody, and Ebola rapid antigen tests. Supported by the OraSure oral fluid collection device, the company also provides Intercept drug testing systems, immunoassay tests, reagents, and genomic products under the Oragene and ORAcollect brands. Its molecular solutions include ORAcollect, RNA, OMNIgene, and RAL collection devices, serving clinical laboratories, hospitals, clinics, public health organizations, and government agencies.

OraSure's revenue grew from $233.7M in FY2021 to $387.5M in FY2022 and $405.5M in FY2023, when net income reached $53.7M with an operating margin of 13.3%. Revenue subsequently fell 54.2% to $185.8M in FY2024 and declined 38.1% to $115.0M in FY2025, contributing to a 5-year revenue CAGR of -7.7%. Net income fell to -$68.7M in FY2025, reflecting an operating margin of -59.2% and a gross margin of 41.9%. For the trailing twelve months ending June 30, 2026, revenue was $112.4M with an operating margin of -56.0% and EPS of -$0.69. For the quarter ended June 30, 2026, revenue fell 1.9% year-over-year while quarterly earnings grew 29.6%.

As of June 30, 2026, OraSure held $160.6M in cash and short-term investments against total debt of $12.1M, resulting in net cash of $148.5M. The company reported a current ratio of 8.88, total assets of $360.6M, shareholders' equity of $317.8M, and a debt-to-equity ratio of 0.04. In FY2025, operating cash flow was -$49,023 and free cash flow was -$53,220, alongside capital expenditures of $4,197. Cash use included $15.0M in share buybacks in FY2025, contributing to a 5-year share count change of -2.6%.

At a last close of $3.61 on October 16, 2026, OraSure had a market capitalization of $249.0M and an enterprise value of $126.7M. The stock traded at a forward P/E of 40.0x, above the 17.3x median of its US-listed Healthcare peers. Its price-to-sales was 2.2x and EV-to-EBITDA was 2.2x, compared to peer medians of 4.1x and 12.0x, respectively. The stock gained 18.0% over the trailing 12 months, outperforming the S&P 500 return of 16.8%, but fell 65.7% over five years while the S&P 500 rose 83.0%.

Wall Street analyst coverage consists of 0 Strong Buy, 0 Buy, 1 Hold, 0 Sell, and 0 Strong Sell ratings. The mean price target of $4.00 represents a 10.8% premium to the last close of $3.61. For the fiscal year ending December 31, 2026, the consensus EPS estimate is -$0.80 on revenue of $122.1M. For the next fiscal year, 1 analyst expects revenue of $133.2M, representing 9.1% growth, and EPS of -$0.66. The company recorded 1 EPS beat over the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of OraSure Technologies, Inc. (OSUR). 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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