Bionano Genomics, Inc. (BNGO) Stock Price & Analysis
Bionano Genomics, Inc. (BNGO) is trading at USD 1.13, down 4.66% today, as of October 23, 2026 at 16:18 UTC (US market open; quotes may be delayed), according to Nexqual market data.
BNGO last closed at USD 1.13; today's session has ranged USD 1.1–1.18 on volume of 156,436 shares. Market capitalization is —, with a 52-week range of USD 1–2.23 (NCM). Source: Nexqual, retrieved October 23, 2026 at 16:19 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BNGO.md
Key facts (BNGO)
- Last four reported quarters (through Jun 30, 2026): revenue $30.2M, net income -$32.2M (-106.6% margin) (SEC filings).
- Insider open-market purchases, last ~7 months: 2 Form 4 filings, $10K; 0 by opportunistic insiders, 0 by routine insiders.
- Total return with dividends: 1Y -41.1% vs S&P 500 +14.7%; 5Y -100.0% vs S&P 500 +77.5%.
- Next earnings: 2026-11-12, EPS estimate USD -0.45, revenue estimate $8.4M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BNGO)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $18.0M | $27.8M | $36.1M | $30.8M | $28.5M | $30.2M |
| Gross profit | $3.9M | $5.9M | $9.6M | $380K | $13.2M | — |
| Operating income | -$77.1M | -$132M | -$215M | -$104M | -$33.3M | -$32.2M |
| Net income | -$72.4M | -$133M | -$232M | -$112M | -$26.4M | -$32.2M |
| EPS (diluted) | -$156.00 | -$274.80 | -$408.60 | -$88.13 | -$4.85 | — |
| Gross margin | 21.5% | 21.4% | 26.5% | 1.2% | 46.3% | — |
| Operating margin | -428.8% | -473.7% | -596.0% | -337.9% | -116.9% | -106.7% |
| Net margin | -402.8% | -476.9% | -643.7% | -364.0% | -92.6% | -106.6% |
| Revenue growth | +111.5% | +54.6% | +29.9% | -14.8% | -7.4% | — |
| Cash + short-term investments | $251M | $113M | $66.8M | $9.5M | $19.3M | — |
| Total debt | $0K | — | — | — | — | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (BNGO)
Insider purchases (SEC Form 4, open-market, last ~7 months) (BNGO)
2 purchases, $10K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-09-04 | Luderer Albert | Interim Chief Executive | 4,000 | $5K | 1.21 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-21 | Luderer Albert | Interim Chief Executive | 4,000 | $5K | 1.22 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Total return (dividends reinvested) (BNGO)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -41.1% | -100.0% |
| S&P 500 (SPY) | +14.7% | +77.5% |
| Per year | -41.1% | -79.5% |
| Volatility (annualized) | 61.3% | 97.7% |
| Max drawdown | -45.1% (Oct 2025→Jul 2026) | -100.0% (Nov 2021→Jul 2026) |
BNGO revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Product | $7.7M | 94.2% | +21.9% |
| — Consumable Revenue (part of Product) | $4.3M | 52.4% | +30.8% |
| — Instrument Revenue (part of Product) | $2.0M | 24.9% | +45.6% |
| — Software Revenue (part of Product) | $1.4M | 16.8% | -16.1% |
| Product & Service Other | $478,000 | 5.8% | +13.0% |
| Total revenue | $8.2M | 100% | — |
BNGO revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| EMEA | $4.8M | 59.2% | +50.0% |
| Americas | $3.0M | 37.0% | +3.3% |
| Asia Pacific | $307,000 | 3.8% | -47.0% |
| Total revenue | $8.2M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
BNGO suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Cowen and Company | “In March 2021, we entered into a Sales Agreement with Cowen and Company, LLC ("Cowen") which provides for the sale, in our sole discretion, of shares of our common stock having a maximum aggregate offering price of up to $350.0 million through or to Cowen, acting as sales agent or principal, which we amended in March 2023 to decrease the maximum aggregate offering price to $200.0 million for sales made on and afte…” |
| Partner | MYRIAD GENETICS INC (MYGN) | “Myriad Genetics, Inc., Mayo Collaborative Services v.” |
| Partner | JGB Collateral | “On May 24, 2024, we entered into a securities purchase agreement with certain accredited investors (the "Holders") and JGB Collateral LLC, as collateral agent for the Holders, for the sale by the Company in a private placement (the "JGB Debentures Offering") of:” |
Quoted from the company's 10-K filed Mar 23, 2026.
BNGO customer concentration
In the period ended Dec 31, 2024, a single direct customer accounted for 10% of revenue, per the company's 10-K filed Mar 23, 2026. The company does not name it.
BNGO company outlook (results filed Aug 10, 2026)
- “We anticipate the following results for Q3 and the full year 2026: • Q3 2026 revenue guidance in the range of $8.2 to $8.6 million. • Full year 2026 revenue guidance in the range of $31 to $33 million.”
Quoted word-for-word from the SEC 8-K results press release.
BNGO analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.45 | $-0.54 | -16.7% | $8.4M | 1 |
| Next quarter (ends Dec 2026) | $-0.39 | $-0.51 | -23.5% | $9.3M | 1 |
| Current fiscal year (ends Dec 2026) | $-2.14 | $-2.71 | -21.0% | $32.1M | 1 |
| Next fiscal year (ends Dec 2027) | $-0.97 | $-1.11 | -12.6% | $43.3M | 1 |
Key Statistics (as of October 23, 2026 at 16:19 UTC)
| Price | USD 1.13 |
|---|---|
| Change | ▼ 4.66% (down) |
| Previous Close | USD 1.13 |
| Open | USD 1.13 |
| Day Range | USD 1.1 – 1.18 |
| 52-Week Range | USD 1 – 2.23 |
| Volume | 156,436 shares |
| Market Cap | — |
| Exchange | NCM |
Technical Analysis (BNGO)
Nexqual's technical model rates BNGO "SELL" based on 1 bullish and 5 bearish signals across 128 daily candles, as of October 23, 2026 at 16:19 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 35.25 (neutral) |
| vs SMA50 | Below (USD 1.38) |
| MACD | -0.07 (negative) |
Earnings (BNGO)
| Next Earnings Date | 2026-11-12 |
|---|---|
| EPS Estimate | USD -0.45 |
| Revenue Estimate | $8.42M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.6 vs est -0.67 ▲ beat |
| 2026-03-31 | USD -0.75 vs est -0.95 ▲ beat |
| 2025-12-31 | USD -0.03 vs est -4.14 ▲ beat |
| 2025-09-30 | USD -1.59 vs est -2.34 ▲ beat |
Source: Nexqual, October 23, 2026 at 16:19 UTC.
Financials & Fundamentals (BNGO)
| Total Revenue | $30.18M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +21.40% |
| Gross Margin | +47.50% |
| Operating Margin | -88.34% |
| Profit Margin | -106.58% |
| ROE | -83.56% |
| Debt / Equity | 0.21 |
| Current Ratio | 2.48 |
| Total Cash | $9.92M |
| Total Debt | $6.70M |
Source: Nexqual, October 23, 2026 at 16:19 UTC.
Ownership (BNGO)
| Insider Ownership | +2.76% |
|---|---|
| Institutional Ownership | +22.84% |
| Shares Outstanding | 11.78M |
| Float | 10.64M |
| Short % of Float | +17.28% |
Source: Nexqual, October 23, 2026 at 16:19 UTC.
From Bionano Genomics, Inc.'s Latest SEC 10-K Filing (filed 2026-03-23)
Key Strengths & Strategy (as disclosed to the SEC)
- We have developed a global patent portfolio that includes more than 125 issued patents across approximately 30 patent families that are either owned or exclusively licensed.
- To that end, in 2021 we acquired BioDiscovery and its leading NxClinical software for data analysis, and in 2022 we acquired Purigen, and its proprietary isolation and purification technology.
- We offer industry leading genome analysis software that enables genomics labs to analyze and interpret data across a wide range of platforms to generate highly informative data visualizations for streamlined and simple reporting of causal variants.
- We believe that an end-to-end OGM solution begins with the sample and ends with data analysis.
Partnerships
- We believe that cell and gene therapy is an emerging market opportunity and could be up to $3.0 billion annually with the potential for approximately 2.4 million samples per year analyzed.
- We are obligated to purchase any material deemed in excess pursuant to our agreement with the manufacturer.
Legal & Regulatory Risks (Item 1A, quoted)
- Failure to comply with applicable FDA requirements could subject us to misbranding or adulteration allegations under the Federal Food, Drug, and Cosmetic Act.
- We expect to rely on third parties in conducting any required future studies of diagnostic products that may be required by the FDA or other regulatory authorities, and those third parties may not perform satisfactorily.
- We do not have the ability to independently conduct clinical trials or other studies that may be required to obtain FDA and other regulatory clearance or approval for future diagnostic products.
- Our claims for reimbursement from third-party payors may be denied upon submission, and we may need to take additional steps to receive payment, such as appealing the denials.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 16:19 UTC. This page is informational and not investment advice.
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