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BNBNTX

BioNTech SE

$BNTX·$24B·Biotechnology·Healthcare
$92.06-3.3%YTD-4.5%1Y-13.4%
Price updated 4h ago·X counts updated 4d ago
BNBNTX
$BNTXBioNTech SE
$92.06-3.35%54 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BNTX 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.

54X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

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

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-05

BioNTech chart-watchers want a hold above the 200WMA with a trendline breakout on volume, and one thread argues the mRNA-cancer-vaccine tolerability read is the best-case scenario. A JPMorgan note on trial discontinuation and GSK's advance of its own mRNA flu candidate complicate the picture.

Read what X is saying about $BNTX

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

Hinges on a big eventStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Post-COVID biotech with Q1 revenue -34% YoY, cancer-vaccine Phase II reads pending and operating losses deepening as sites close.

BioNTech runs an mRNA-platform oncology and infectious-disease pipeline funded by a declining COVID-vaccine royalty stream, so earnings are a race between the mRNA cancer program advancing and the legacy royalty running off.

  • Q1 FY26 revenue €120M, -34.3% YoY, operating margin -560% — the COVID-era revenue has rolled off
  • Q2 and Q3 FY25 revenue showed episodic lifts (€261M, €1.52B) tied to vaccine shipments; the pattern is lumpy, not clean
  • TTM: -15x earnings, 6.9x sales, -6.7% ROE, 78% gross margin, -52% operating margin — biotech economics with cash runway as the real metric
  • 2026 estimates: $1.80B revenue, -$5.57 EPS; 2027 $1.77B, -$5.64 EPS — losses persistent through the pipeline-wait window
  • YTD +0.4%, trailing-12m -5.2% at $96.85 — multiple compressed into a wait
  • BioNTech announcing site closures in Germany and Singapore after no buyers emerged — balance-sheet discipline, not strategic repositioning

The fundamental case is cash runway versus cancer-vaccine pipeline conversion. The equity does not re-rate on operating leverage; it re-rates on a Phase III oncology readout, with each quarter burning cash into the wait.

Agrees with X sentimentX chart-watchers want a hold above the 200WMA with a trendline breakout on volume; a thread argues the mRNA-cancer-vaccine tolerability read is the best-case scenario while a JPMorgan note flags trial discontinuation and GSK's mRNA flu advance. The split framing matches the structure — the thesis depends on which pipeline-readout wins the next 12 months.

What to watch: Nov 3 Q3 earnings and any Phase II mRNA cancer-vaccine readout — the operating line is less important than the pipeline cadence through year-end.

On the calendar: 2026-11-03 Q3 earnings

Read the AI verdict on $BNTX

  • 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.

mRNA biotech known for Pfizer/BioNTech COVID vaccine, now advancing a broad cancer immunotherapy pipeline.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $BNTX

Neutral — mRNA biotech known for Pfizer/BioNTech COVID vaccine, now advancing a broad cancer immunotherapy pipeline.

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
-15.4How 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
-7.5%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
-52.1%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
3.5%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
6.9Same 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
-6.7%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
77.6%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
0.0Total 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$-3.70$-2.40-54.3%
Q1 2026May 5, 2026$-2.43$-2.54+4.4%
Q4 2025Mar 10, 2026$-1.44$-0.22-556.7%
Q3 2025Nov 3, 2025$-0.14$-1.12+87.5%
Next earningsTue, Nov 3·consensus EPS $0.84

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$120.0M-34.3%-63.2%-560%$-2.14$-485.7M
Q4 FY25$898.9M-24.5%63.3%-25.7%$-1.23$237.7M
Q3 FY25$1.5B+22.0%90.2%-3.1%$-0.12$811.1M
Q2 FY25$260.8M+102.6%70.7%-192%$-1.60$700.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.8B$1.6B – $2.0B-$5.56-$6.00 – -$5.1213
FY27$1.8B$1.5B – $2.0B-$5.62-$6.77 – -$4.4712
FY28$2.3B$1.1B – $3.0B-$3.81-$10.22 – $1.1115
FY29$2.1B$1.6B – $2.5B-$4.35-$5.62 – -$3.0110
FY30$2.8B$2.1B – $3.4B-$2.96-$3.83 – -$2.057

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.35%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.-3.6%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.-2.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 250.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% 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.β1.255-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

SellOct 7Ugur SahinCEO24.0K sh$2.3MSellOct 6Ugur SahinCEO21.0K sh$2.0MSellOct 5Ugur SahinCEO72.0K sh$7.0MSellOct 2Ugur SahinCEO17.0K sh$1.6MSellOct 1Ugur SahinCEO17.0K sh$1.7MSellSep 30Ugur SahinCEO32.0K sh$3.1MSellSep 29Ugur SahinCEO34.0K sh$3.3MSellSep 28Ugur SahinCEO34.0K sh$3.3MSellSep 25Ugur SahinCEO27.0K sh$2.7MSellSep 24Ugur SahinCEO39.0K sh$3.9M
1–10 of 25
+ 5 other (5 awards) in window

See when $BNTX 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 holdingsJun 263
AI summary

Iris Katharina Low-Friedrich was appointed to BioNTech SE's supervisory board effective June 26, 2026, and reports no securities beneficially owned. Routine initial Section 16 disclosure for the German mRNA vaccine company's new board member.

3New insider — initial holdingsJun 263
AI summary

Susanne Schaffert was appointed to BioNTech SE's supervisory board effective June 26, 2026, and reports no securities beneficially owned. Same routine initial Section 16 disclosure as the companion filing; two new supervisory board members were added to BioNTech on the same date.

3/ANew insider — initial holdingsApr 133/A
AI summary

Ugur Sahin, co-founder and CEO of BioNTech SE (BNTX), filed an amended Form 3/A on March 18, 2026, correcting or supplementing his initial ownership disclosure. Sahin is a major beneficial owner and the scientific and commercial leader of the mRNA vaccine company based in Mainz, Germany. The amendment updates the record of his initial holdings.

+ 20 other (17 6-Ks · 2 13Gs · 1 20-F/A) in window

Recent news

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

BioNTech Has More Cancer Drugs in Late-Stage Trials Than Most Investors Realize. Is It a Buy Under $100?fool.com·14h agoBioNTech (NASDAQ: BNTX) CEO sells 93,000 shares under preplanned dealdefenseworld.net·2d agoNovavax Soars 22% as Sanofi Carries Nuvaxovid Into Vaccination Season; Moderna Climbs 8%, BioNTech Ticks Up247wallst.com·3d agoModerna Surges 8% as Full Melanoma Readout Nears; BioNTech Ticks Up, Pfizer Slips247wallst.com·3d agoModerna Climbs 3% Despite Citigroup's Downgrade to Sell; BioNTech Inches Higher, Pfizer Treads Water247wallst.com·8d ago

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Voices on X · last 7 days

No standout posts about $BNTX 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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