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BIBIO

Bio-Rad Laboratories, Inc.

$BIO·$8.0B·Medical - Devices·Healthcare
$304.36+1.1%YTD+0.4%1Y+21.9%
Mentions · last 7 days
2026-07-11: 74 posts2026-07-12: 112 posts2026-07-13: 140 posts2026-07-14: 71 posts2026-07-15: 63 posts2026-07-16: 67 posts2026-07-17: 39 posts571+10%
Price updated 4h ago·X counts updated 3h ago
BIBIO
$BIOBio-Rad Laboratories, Inc.
$304.36+1.12%571 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BIO, 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.

Proven numbersWinding 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.

Life-sciences equity coiled into July 30 — the X 'BIO' chatter is Bio Protocol, not this.

Bio-Rad Laboratories is the life-sciences + clinical-diagnostics equipment leader whose 2026 tape has been -2.5% YTD despite +20% t12m appreciation. The stock is coiled at 58% of the 52-week range with earnings on July 30.

  • The core business is quietly stabilizing: Q1 2026 revenue grew 1.1% YoY to $592M, gross margin held at 52%, and operating margin was 5.8% — this is a mature life-sciences compounder earning steady returns, though the growth trajectory is currently flat.
  • Valuation is defensible for a compounder: 47x TTM P/E reflects the specific earnings compression, and 3.1x sales at $296 is at the low end of the life-sciences multiple range — the setup is a compounder-into-catalyst pattern with the July 30 event.
  • The '$BIO' chatter on X is Bio Protocol crypto, not the equity: cup-and-handle pattern with token-holder doubling, AI-focused dev-follower growth, 2 CEX listing officer follows — a substantial ticker collision that shouldn't drive the equity thesis.

The July 30 Q2 earnings are the near-term arbiter — Q2 revenue trajectory (need meaningful step above flat YoY), gross margin durability at 52%+, and any specific FY26 EPS guide movement extend the coiling setup toward $320. A revenue miss or margin compression stalls the tape below $270.

What to watch: The July 30 Q2 earnings. Watch Q2 revenue trajectory (need step above flat YoY), gross margin durability at 52%+, and FY26 EPS guide movement. Revenue miss or margin compression stalls the tape sub-$270; growth affirmation extends toward $320.

On the calendar: 2026-07-30 — Q2 earnings

ticker collision

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-10

Bio Protocol shows a potential cup-and-handle pattern remaining valid alongside token-holder doubling, AI-focused dev follower growth, and 2 CEX listing officer follows. Recent moves played out as planned per the analysis. Sentiment is bullish on descAI narrative traction and technical setup.

Read the AI verdict + X sentiment for $BIO

  • 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
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What it does

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

Manufactures instruments, reagents, and software for life science research and clinical diagnostics sold to labs worldwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $BIO.

Medical - Devices · Healthcare

No material change from last week — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics has transitioned from premium to standard-of-care in major procedures.

What this means for $BIO

Neutral — Manufactures instruments, reagents, and software for life science research and clinical diagnostics sold to labs worldwide; limited exposure means the surgical robotics procedure growth and AI-enabled device adoption is not a near-term catalyst or headwind.

Industry benchmark

13-name peer basket
-14.2%YTD
-7.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
47.0How 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
2.0%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
9.2%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
4.5%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
3.1Same 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
2.4%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
51.9%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
0.2Total 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 2026Apr 30, 2026$1.89$1.97-4.1%
Q4 2025Feb 12, 2026$2.51$2.57-2.3%
Q3 2025Oct 29, 2025$2.26$2.30-1.7%
Q2 2025Jul 31, 2025$2.61$1.93+35.2%
Next earningsThu, Jul 30·consensus EPS $1.75

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$592.1M+1.1%52.3%5.8%$-19.55$78.1M
Q4 FY25$693.2M+3.9%49.8%8.9%$26.69$119.1M
Q3 FY25$653.0M+0.5%52.6%10.2%$-12.70$89.2M
Q2 FY25$651.6M+2.1%53.0%11.8%$11.67$70.8M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.6B$2.6B – $2.6B$9.04$8.81 – $9.224
FY27$2.7B$2.6B – $2.7B$9.96$9.71 – $10.164
FY28$2.8B$2.7B – $2.8B$11.15$10.86 – $11.363
FY29$2.8B$2.8B – $2.8B$12.17$11.85 – $12.412
FY30$2.9B$2.8B – $2.9B$13.76$13.40 – $14.031

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.0.7×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.+5.2%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.+2.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 17.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β1.085-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

SellMay 11Engelhardt Eva AnettePresident550 sh$136K
+ 12 other (6 exempts · 4 awards · 2 inkinds) in window

See when $BIO 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

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Bio-Rad Laboratories Inc. (BIO) reported quarterly financial results via an 8-K under Items 2.02 and 7.01. The life science research and clinical diagnostics company disclosed revenue by segment, gross margins, and updated guidance. The Regulation FD disclosure ensures any concurrent investor presentation materials are publicly available. A full earnings press release with segment financial tables is attached as an exhibit.

8-KOfficer or director changeApr 248-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Bio-Rad Laboratories Inc. (BIO) filed an 8-K on or around April 21 covering an executive leadership change (Item 5.02) and annual meeting vote results (Item 5.07). The life science company reported a departure or appointment at the officer or director level alongside outcomes of its annual shareholders' meeting. Shareholders voted on director elections, auditor ratification, and executive compensation. Vote tallies and executive transition details are provided as exhibits.

8-KPress release / Reg FDFeb 198-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 7 other (1 SD · 1 S-8 · 1 10-Q · 1 13G) in window

Recent news

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

Noveris Health Sciences Joins the Biotechnology Innovation Organization (BIO)thenewswire.com·8h agoBIO-key Regains Compliance with Nasdaq Listing Rules; Nasdaq Trading Resumes on Wednesday, July 8thglobenewswire.com·11d agoJyong Biotech Showcases Botanical Drug Portfolio at BIO 2026 International Conventionglobenewswire.com·16d agoBIO-key Showcases Passwordless & Biometric Identity Solutions at Jordan Banking Cybersecurity Workshop in Amman on July 6thglobenewswire.com·16d agoBio-Rad: Activist Involvement Highlights Value-Unlocking Potentialseekingalpha.com·16d ago

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Voices on X · top 2 · 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.

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