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BIBIO

Bio-Rad Laboratories, Inc.

$BIO·$9.5B·Medical - Devices·Healthcare
$353.70-3.0%YTD+20.3%1Y+13.2%
Price updated 8h ago·X counts updated 5d ago
BIBIO
$BIOBio-Rad Laboratories, Inc.
$353.70-3.05%257 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BIO 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.

257X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BIO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 69% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-12

BIO here is dominantly a DeSci × Biotech × Longevity crypto rotation play (@BioProtocolEco), +12.26% on the day and part of the DeSci Atoms basket ($LAB, $TIG, $VITA, $RSC, etc). Total DeSci Atoms market cap ~$468M with volume +46.57%. Bulls hold through corrections seeing bullish structure.

Read what X is saying about $BIO

  • 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 $BIO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

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

Bio-Rad digital-PCR story — real business compounding at single digits with a smarter-M&A pivot.

Bio-Rad Laboratories is a life-science research and clinical-diagnostics instrument maker — digital PCR, flow cytometry, and antibody-related products. The stock is up 17% YTD, consolidating around the 50-day MA as the digital-PCR growth story and smarter-M&A capital allocation shift play out.

  • The P&L is modest but stable: revenue grew 1.1% YoY to $592M last quarter at a 9.2% operating margin and 52% gross margin — low-single-digit revenue growth is the base-case, with digital-PCR gross margin expansion as the pivot bulls can lean on.
  • The management framing is specific: Digital PCR (Droplet Digital PCR, QX600) as the technology moat, operating margin expansion, and smarter M&A — the Analyst Day commentary at Bernstein Insights put explicit numbers behind the margin-expansion case.
  • Multiple A-Award / F-InKind insider transactions are routine PSU-vesting (Engelhardt, Enloe, Lakkaraju), with no material selling of concern.

The coil breaks higher if Nov 4 earnings show Digital PCR revenue growth above 15% YoY, operating margin trajectory toward 12%, and a specific M&A announcement in diagnostics. A soft Digital PCR print, or any specific commentary on China diagnostics-market weakness, is what breaks the coil lower; a signed material M&A deal in life-science reagents is what extends the move.

Differs from X sentimentThe X $BIO cashtag is a DeSci × Biotech × Longevity crypto rotation play (BioProtocolEco, DeSci Atoms basket at $468M market cap) — not Bio-Rad Laboratories the diagnostics company, whose actual tape is Digital PCR and operating-margin expansion the crypto posters don't touch.

What to watch: Nov 4 earnings — Digital PCR revenue growth above 15% YoY, operating margin trajectory, geographic revenue mix (China weakness is the main overhang), and any M&A commentary. A soft Digital PCR print is what breaks the coil lower.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $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)
  • 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.

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

Aging population demographics and AI-assisted device adoption (smart implants, continuous glucose monitors, digital health integration) are the long-cycle structural drivers. Reimbursement timing for new modalities (CMS coverage decisions) and procedure volume recovery from COVID-era deferred care shape the 2026 revenue trajectory.

What this means for $BIO

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

Industry benchmark

21-name peer basket
+9.1%YTD
-0.6%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
Q2 2026Aug 4, 2026$2.62$1.75+49.7%
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%
Next earningsWed, Nov 4·consensus EPS $2.23

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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.6B$2.5B – $2.6B$9.75$9.30 – $10.202
FY27$2.7B$2.6B – $2.7B$10.50$10.34 – $10.652
FY28$2.7B$2.7B – $2.8B$11.71$11.38 – $11.942
FY29$2.8B$2.8B – $2.9B$12.40$12.05 – $12.641
FY30$2.9B$2.8B – $2.9B$14.01$13.62 – $14.281

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.0.8×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.73%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.+13.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 17.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β1.075-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
+ 55 other (24 exempts · 19 inkinds · 12 awards) 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
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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-KRestructuring / exit costsAug 48-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
AI summary

BIO reported financial results for fiscal year. 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 BIO management.

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.

+ 4 other (2 10-Qs · 1 SD · 1 S-8) in window

Recent news

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

Bio-Rad Laboratories Inc (BIO) Stock Down 3.0% but Still Overvalued -- GF Score: 73/100gurufocus.com·10h agoBio-Rad to Report Third-Quarter 2026 Financial Results on Wednesday, November 4, 2026businesswire.com·3d agoBIO-key Names Cybersecurity Veteran Stephen Morrow President of PortalGuard to Drive Accelerated Adoption of its Innovative IAM Solutionglobenewswire.com·4d agoBIO-key Adds New Middle East Government Security Agency Customer, Expanding Regional Footprintglobenewswire.com·4d agoArtelo Biosciences Selected for its First-Ever Company Presentation at BIO-Europe 2026 to Showcase Clinical Progress and Expanding Potential of its Novel FABP5 Inhibitor Platformglobenewswire.com·10d 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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