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BIBIO

Bio-Rad Laboratories, Inc.

$BIO·$9.5B·Medical - Devices·Healthcare
$386.12-0.4%YTD+9.7%1Y+32.8%
Mentions · last 7 days
2026-08-22: 28 posts2026-08-23: 13 posts2026-08-24: 17 posts370+8%
Price updated 6h ago·X counts updated 7d ago
BIBIO
$BIOBio-Rad Laboratories, Inc.
$386.12-0.41%370 posts+8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersAcceleratingAI verdict · as of 2026-08-29

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

Bio-Rad broke to fresh 52-week highs on a Q2 beat plus Digital PCR — quality life-sciences compounder re-rating.

Bio-Rad Laboratories is a life-sciences instruments and diagnostics company — chromatography, digital PCR (dPCR), and clinical diagnostics platforms. The setup is a real-business compounder finally breaking out on a specific product tailwind.

  • The most recent print was a clean beat: Q2 EPS came in at $2.62 vs a $1.75 consensus (a ~50% beat), and Q1 revenue at $592.1M was flat but with margins holding — the sell side models revenue climbing to ~$2.58B this year and ~$2.66B in 2027, with EPS growing from ~$9.04 to ~$11.15 by 2028; that's an accelerating EPS curve on a mid-single-digit revenue base.
  • The Digital PCR growth angle is what changed the tape: the stock is +19% over the past month and 95% into its 52-week range, driven by market expectations that dPCR share gains against qPCR keep compounding through 2027 — the multiple has expanded to 47x trailing (rich) on the belief that dPCR is a durable share-shift.
  • The insider signal is silent, the structure is friendly: no meaningful open-market insider trades in the sample, and Bio-Rad's founder-family voting-share structure means governance is stable — the absence of selling at fresh highs is the more notable half.

The setup is a real-business quality compounder finally breaking out on a Q2 beat and a specific product-mix tailwind — the October 29 Q3 print is the next referee, and the market needs continued dPCR revenue growth plus a lifted FY guide. A clean beat with reiterated ~$9.04 FY26 EPS guide extends the accelerating trajectory; a soft clinical-diagnostics segment print or an FY guide cut cools the tape from the 52-week high fast.

What to watch: The October 29 Q3 earnings — need continued Digital PCR revenue growth, a lifted FY guide, and reiterated ~$9.04 FY26 EPS toward the consensus. A soft clinical-diagnostics segment print or an FY guide cut cools the tape from the 52-week high; a clean beat with reiterated guide extends the accelerating trajectory.

On the calendar: 2026-10-29 — Q3 earnings

sentiment ticker mismatch

X sentiment

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

Bullish sentiment8 posts analyzed · as of 2026-08-27

$BIO (BioProtocol crypto DeSci token) chatter is confidently bullish. Users celebrate BIO breaking a multi-year descending channel (2025-high) with real 2,400%+ potential if HTF structure confirms, +36% spot profit after breakout, TP1 hit at +24% from entry, and DeSci/peptide narrative catalyzing with $PEPTI. Bulls treat $BIO as one of the under-radar coins that might run alongside $MON/$CHIP/$PENGU. Skepticism is limited to a Wave observation noting BIO 'barely moves' despite biotech equities on a generational run (framed as bearish for crypto-proxy speculation but bullish for real BIO price); the modal stance is 'crypto rising as we predicted, target $0.06 in the next few days'.

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

Elective procedure volume recovery and aging-demographic demand are the structural drivers; robotic surgery adoption (ISRG) and GLP-1-driven procedure mix shifts are the near-term dynamics. Hospital capex cycles determine device upgrade timing — CapEx returning after COVID deferral.

What this means for $BIO

Partial — upstream oil & gas exposure ties to commodity price cycle; Bio-Rad Laboratories, Inc.

Industry benchmark

25-name peer basket
+7.6%YTD
+24.5%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
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 earningsThu, Oct 29·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 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.6B$2.5B – $2.6B$9.04$8.75 – $9.233
FY27$2.7B$2.6B – $2.7B$9.96$9.65 – $10.184
FY28$2.8B$2.6B – $2.8B$11.15$10.79 – $11.383
FY29$2.8B$2.7B – $2.9B$12.17$11.78 – $12.432
FY30$2.9B$2.8B – $2.9B$13.76$13.32 – $14.051

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.94%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.+17.7%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.+28.5%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 today1.7% 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.β1.055-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
+ 14 other (7 exempts · 4 awards · 3 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
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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.

+ 7 other (2 10-Qs · 1 SD · 1 S-8 · 1 13G) in window

Recent news

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

Bio-Rad to Participate in Fireside Chat During Wells Fargo's 21st Annual Healthcare Conferencebusinesswire.com·17h agoIs Bio-Rad a Buy as Digital PCR Growth Meets a Premium Valuation?zacks.com·11d agoBio-Rad Gains 19.1% in the Past Month: Can Its Momentum Keep Building?zacks.com·12d agoBIO-key's Bottom Line Improves 51% on 13% Rise in Q2 Revenues Reflecting Strength with Government, Defense, and Financial Sector Customers Globally; Call Tomorrow at 10am ETglobenewswire.com·18d agoFirst Trust Advisors LP Has $424,000 Position in Bio-Rad Laboratories, Inc. $BIOdefenseworld.net·19d ago

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Voices on X · last 7 days

No standout posts about $BIO on X in the 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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