TickerTalks
Browse all tickers →
TickerTalks›$ABCL
ABABCL

AbCellera Biologics Inc.

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationBacked by solid revenue growth
$ABCL·$2.1B·Biotechnology·Healthcare
$6.45+4.7%YTD+80.1%1Y+51.7%
Mentions · last 7 days
2026-07-09: 69 posts2026-07-10: 102 posts2026-07-11: 40 posts2026-07-12: 45 posts2026-07-13: 139 posts2026-07-14: 146 posts2026-07-15: 178 posts738+1%
Price updated 9m ago·X counts updated 2d ago
ABABCL
$ABCLAbCellera Biologics Inc.
$6.45+4.73%738 posts+1%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ABCL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

+97% YTD with 48.5M short shares and a Jazz Pharma $74M validation — the squeeze setup is loaded.

AbCellera Biologics is the AI-antibody-discovery platform whose 2026 tape has ripped 97% YTD with a fresh Jazz Pharmaceuticals partnership as external validation. The setup is coiled at 70% of the 52-week range into August 5 earnings.

  • The core business is pre-scale but growing: Q1 2026 revenue grew 96% YoY to $8.3M (real acceleration off a small base), gross margin at -4% (pre-scale operational drag), operating margin -692% — this is a specific platform-license bet, not a fundamentals story.
  • The Jazz Pharmaceuticals partnership is real validation: June 17 Jazz partnership brings ~$74M of contractual cash as external platform validation, appointment of biotech veteran Dr. Lynn Seely to the board, and Benchmark upgrade to Buy — real institutional endorsement of the AI-antibody platform.
  • The short-squeeze setup is genuinely coiled: short interest is ~48.5M shares, community models 10-16 upside targets, and the +36% recent price appreciation validates the squeeze-fuel thesis — real technical structure into the August 5 print.

The August 5 Q2 earnings are the near-term arbiter — cash-runway commentary (need clear 24+ months), Jazz Pharma partnership economics detail, and any specific new-partnership commentary extend the coiling setup toward $10. Continued cash burn without a specific partnership addition confirms the too-early framing and drops the tape below $5.

Agrees with X sentimentX is bullish with recent 36% price appreciation, cites the June 17 Jazz Pharmaceuticals partnership bringing ~$74M contractual cash, biotech veteran Dr. Lynn Seely to the board, Benchmark upgrade to Buy, and short interest rising to ~48.5M shares as potential squeeze fuel. Mechanics validate the hot-momentum + coiling read: Q1 revenue +96% YoY off a small base, real platform validation from Jazz, and the short-squeeze setup is genuinely coiled. The August 5 print has to affirm partnership economics.

What to watch: The August 5 Q2 earnings. Watch cash-runway commentary, Jazz Pharma partnership economics detail, and new-partnership commentary. Continued cash burn without specific partnership addition confirms too-early framing sub-$5; partnership adds + squeeze mechanics extend toward $10.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment47 posts analyzed · as of 2026-07-15

AbCellera chatter is bullish with recent 36% price appreciation. Bulls point to the June 17 Jazz Pharmaceuticals partnership bringing ~$74M of contractual cash as external validation of the platform, the appointment of biotech veteran Dr. Lynn Seely to the board, a Benchmark upgrade to Buy, and short interest rising to ~48.5M shares which sets up potential squeeze fuel. The community models 10-16 in-house molecules advanced by 2032 (~1-2/yr) plus asymmetric value from combining GPCR and multi-specific/TCE platforms. Traders describe a consistent monthly pattern - dip mid-month, test support at $6.50-6.70, run into month-end - and expect to base and attack $8.20+ next. Dip-buyers are active across ABCL/PRME/RXRX.

Read the AI verdict + X sentiment for $ABCL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

AI-powered antibody discovery platform that partners with pharma to find therapeutic antibodies, earning royalties on licensed drug candidates.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ABCL.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $ABCL

Partial — AI-powered antibody discovery platform that partners with pharma to find therapeutic antibodies, earning royalties on licensed drug candidates; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+44.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-11.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-13.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-268%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-11.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
21.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-14.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
79.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-0.14$-0.22+36.4%
Q4 2025Feb 24, 2026$-0.03$-0.18+83.3%
Q3 2025Nov 6, 2025$-0.19$-0.17-11.8%
Q2 2025Aug 7, 2025$-0.12$-0.17+29.4%
Next earningsWed, Aug 5·consensus EPS $-0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$8.3M+96.3%-4.1%-692%$-0.14$-37.4M
Q4 FY25$44.9M+788.2%82.3%-63.7%$-0.03$-44.6M
Q3 FY25$9.0M+37.6%100%-852%$-0.19$-61.5M
Q2 FY25$17.1M+133.3%100%-290%$-0.12$-45.8M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$32.0M$27.0M – $40.4M-$0.59-$0.60 – -$0.577
FY27$30.9M$7.4M – $47.9M-$0.64-$0.67 – -$0.616
FY28$33.4M$17.9M – $44.8M-$0.81-$0.99 – -$0.635
FY29$63.9M$34.3M – $85.8M-$0.76-$1.09 – -$0.302
FY30$124.1M$66.6M – $166.9M-$0.65-$0.93 – -$0.262

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.60%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+37.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 205.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.155-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 14John S. MontalbanoDirector20.0K sh$95KBuyFeb 27Thermopylae Holdings Ltd.10% owner38.0K sh$131KBuyFeb 27Andrew BoothCFO42.6K sh$146KBuyFeb 26Thermopylae Holdings Ltd.10% owner177.5K sh$580K
+ 5 other (5 awards) in window

See when $ABCL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 63
AI summary

Lynn Seely filed an initial Form 3 as a newly appointed director of AbCellera Biologics Inc. (ABCL), effective June 30, 2026, disclosing no securities beneficially owned. This is a mandatory administrative filing upon becoming a Section 16 reporting person — no ownership stake or economic exposure to report.

8-KOfficer or director changeJul 68-K — Item 5.02: Officer or director change
AI summary

AbCellera Biologics Inc. appointed Lynn Seely, M.D. as a new Class III director effective June 30, 2026, to serve until the 2029 annual meeting of shareholders or until her earlier resignation or removal. The Board determined Dr. Seely is independent under Nasdaq rules and she will participate in the company's standard Non-Employee Director Compensation Policy on the same terms as other non-employee directors. No committee assignments were made at this time, and she has no material related-party transactions with the company. This is a routine governance appointment — adding an independent director to the ABCL board with no significant strategic or financial implications beyond normal board compensation.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

AbCellera Biologics Inc. held its 2026 Annual Meeting of Shareholders on June 11, 2026, with 305,264,947 shares eligible to vote. Shareholders elected Class III directors John S. Montalbano and Stephen R. Quake to three-year terms; ratified Ernst & Young LLP as auditor; and approved Say-on-Pay on a non-binding advisory basis — all three proposals passed. Routine annual governance vote with no contested proposals or material changes to compensation structure.

3New insider — initial holdingsJun 113
AI summary

Victor Sandor filed a Form 3 initial beneficial ownership statement as a newly appointed Director of AbCellera Biologics Inc. (ABCL), with an event date of June 1, 2026. The filing reports no securities beneficially owned directly or through derivatives. This is a routine administrative director-entry filing with no market impact.

8-KOfficer or director changeJun 58-K — Item 5.02: Officer or director change
AI summary

AbCellera Biologics Inc. (ABCL) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CTO. Individuals named in the filing include Cellera Biologics, British Columbia. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KPress release / Reg FDMay 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ABCL reported period ending 2026-05-11 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDFeb 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 8 other (2 proxys · 1 routine 8-K · 1 10-Q · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AbCellera to Report Second Quarter 2026 Financial Results on August 5, 2026businesswire.com·10d agoAre You Looking for a Top Momentum Pick? Why AbCellera Biologics Inc. (ABCL) is a Great Choicezacks.com·10d agoAbCellera Appoints Dr. Lynn Seely to its Board of Directorsbusinesswire.com·11d agoIs ABCELLERA BIOLG (ABCL) Stock Outpacing Its Medical Peers This Year?zacks.com·14d agoABCELLERA BIOLG (ABCL) Surges 7.1%: Is This an Indication of Further Gains?zacks.com·22d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SEER$QTTB$AGEN$REGN$MRNA$SLS$AURA$ATAI
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport