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ABABCL

AbCellera Biologics Inc.

$ABCL·$4.2B·Biotechnology·Healthcare
$12.02-6.3%YTD+251.5%1Y+122.4%
Price updated 3h ago·X counts updated 4d ago
ABABCL
$ABCLAbCellera Biologics Inc.
$12.02-6.31%764 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ABCL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

764X posts · last 7 days
Sep 21Oct 4
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $ABCL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-10-02

The AbCellera crowd is confidently bullish after ABCL635's Phase 2 trial posted significant hot-flash relief — the "antibody-foundry for everyone else's drug pipeline" thesis is being compared to TSMC-for-biology. The $3 to $13 call runs quote a $19 target. Bulls size it at 3% as a survivable binary bet. The thread's dissent is self-aware ("platform works long before any one drug approves") rather than directional.

Read what X is saying about $ABCL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ABCL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

AI antibody discovery platform at ATH — Phase 2 hot-flash win and $200M oversubscribed raise justify the 307% YTD rip.

AbCellera is an AI-driven antibody discovery platform — the back-end used by dozens of partner pharmas to identify therapeutic antibodies. The stock is up 307% YTD and 91% of its 52-week range on a specific Phase 2 clinical win and a strong equity raise.

  • The business is scaling: revenue grew 96% YoY to $8.3M last quarter at a -692% operating margin and 79% gross margin — tiny on absolute revenue, but the gross-margin profile and multi-partner model is what makes the AI-platform narrative credible.
  • The ABCL635 Phase 2 success for hot-flash symptoms is a specific proof-point — AbCellera's platform validated by a successful clinical readout in an internal program, which argues the engine works on its own molecules, not just partners'.
  • The $200M oversubscribed financing closed in August (17.4M shares plus 3.1M pre-funded warrants) is funding, not distress — the oversubscription is a demand signal, and management now has runway through multiple catalysts.

Accelerating holds while the AI-platform story keeps attracting both new partners and clinical catalysts for internal programs. A soft Nov 9 earnings print on partner-program bookings, or any specific pipeline failure, is what cools the move; a signed major pharma partnership or an additional internal Phase 2 success is what extends it toward the 50x bull-case targets.

Agrees with X sentimentX longs on ABCL635 Phase 2 success, the $200M oversubscribed financing, and the dozens-of-partner-programs valuation gap are reading the specifics correctly — nobody being on the other side is itself a signal to be careful at ATH levels, but mechanics back the chart here.

What to watch: Nov 9 earnings — partner-program revenue growth, ABCL635 next-step clinical plan, internal pipeline progression, and any new named-pharma partnership. A soft partner-program revenue print is what cools the breakout; a Phase 2 or Phase 3 announcement extends it.

On the calendar: 2026-11-09 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — mRNA oncology platform remains the structural driver.

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.

Top industry ETF

$IBBiShares Biotechnology ETF
+18.2%YTD
+31.9%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
Q2 2026Aug 5, 2026$-0.18$-0.16-9.8%
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%
Next earningsMon, Nov 9·consensus EPS $-0.18

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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.3M$19.1M – $31.9M-$0.67-$0.70 – -$0.638
FY27$28.4M$9.1M – $41.0M-$0.74-$0.77 – -$0.657
FY28$28.3M$4.8M – $63.3M-$0.84-$0.92 – -$0.667
FY29$57.6M$24.6M – $105.8M-$0.80-$1.67 – -$0.203
FY30$139.9M$59.7M – $257.2M-$0.67-$1.41 – -$0.175

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.82%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.+16.5%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.+109.3%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 today2.4% 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.β1.195-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

BuyAug 24Michael R HaydenDirector53.6K sh$570KBuyAug 18John S. MontalbanoDirector10.0K sh$110KBuyAug 14Andrew BoothCFO37.2K sh$384KBuyAug 12Michael R HaydenDirector46.4K sh$481KBuyMay 14John S. MontalbanoDirector20.0K sh$95K
+ 6 other (5 awards · 1 gift) 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
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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

8-KMaterial agreementAug 138-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

AbCellera Biologics (ABCL) filed an 8-K on August 13, 2026 (event date August 12) under Items 1.01 and 8.01, announcing a material definitive agreement alongside other events. The excerpt is the cover page; the specific agreement details are in the body. This 8-K was filed concurrently with AbCellera's prospectus supplement (424B5) for a share offering, suggesting the agreement may be related to the capital raise — potentially a licensing deal, collaboration, or stock purchase agreement with a counterparty. AbCellera is a clinical-stage antibody discovery company.

424B5Prospectus supplement (offering)Aug 13424B5
AI summary

AbCellera Biologics (ABCL) filed a 424B5 prospectus supplement on August 13, 2026, pricing an equity offering of 17,435,897 shares of common stock plus 3,076,926 pre-funded warrants, with the last reported sale price cited as $10.36 per share. The total gross proceeds would be approximately $211M at that price, representing meaningful dilution for existing shareholders. The offering was filed the same day as AbCellera's 8-K announcing a material agreement, suggesting proceeds may be tied to a strategic transaction or clinical program funding. AbCellera is a clinical-stage antibody discovery and development company.

424B5Prospectus supplement (offering)Aug 11424B5
AI summary

AbCellera Biologics (ABCL) is conducting a preliminary $200 million equity offering consisting of common shares and, for investors preferring not to hold shares immediately, pre-funded warrants exercisable at $0.00001 per share. This is a preliminary (subject to completion) prospectus supplement filed August 11, 2026; pricing has not yet been set. The last reported sale price on Nasdaq on August 10, 2026 was $9.32 per share. AbCellera is a Canadian company listed on Nasdaq, and investors are purchasing interests in a Canadian entity.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

AbCellera Biologics Inc. (ABCL) filed a Reg FD disclosure (Item 7.01) on 2026-08-10, furnishing conference call and webcast at 4:30 a. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally an informational filing; no new deal terms or financial results were announced unless noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ABCL reported financial results for quarter. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from ABCL management.

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.

+ 12 other (3 routine 8-Ks · 2 10-Qs · 2 8-Ks · 2 proxys) in window

Recent news

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

AbCellera Announces Presentation of Phase 1/2 Data for ABCL635 at TMS 2026 Annual Meetingbusinesswire.com·9h agoAbCellera to Report Third Quarter 2026 Financial Results on November 9, 2026businesswire.com·7d agoAbCellera Biologics Inc. (NASDAQ:ABCL) Receives Consensus Rating of “Moderate Buy” from Analystsdefenseworld.net·8d agoABCL Stock Surges 121% in 3 Months: Here's What You Need to Knowzacks.com·17d agoAbCellera Announces Presentation of Phase 2 Data for ABCL635 at the IMS World Congress on Menopause 2026businesswire.com·22d ago

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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.

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