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MRMRVI

Maravai LifeSciences Holdings, Inc.

$MRVI·$1.7B·Biotechnology·Healthcare
$7.13+0.5%YTD+116.8%1Y+181.3%
Mentions · last 7 days
2026-07-09: 4 posts2026-07-10: 3 posts2026-07-11: 1 posts2026-07-12: 8 posts2026-07-13: 8 posts2026-07-14: 25 posts2026-07-15: 5 posts54+104%
Price updated 5m ago·X counts updated 2d ago
MRMRVI
$MRVIMaravai LifeSciences Holdings, Inc.
$7.13+0.49%54 posts+104%
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 $MRVI, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-07-17

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

Maravai LifeSciences at 99% of range with a specific 116% YTD run — Aug 10 has to confirm the mRNA-supply-chain re-rate.

Maravai LifeSciences is the specific mRNA-and-nucleic-acid production supplier — the specific reagents-and-services provider for pharma R&D and clinical manufacturing. The stock is up 181% over twelve months at 99% of the 52-week range on the specific mRNA-supply-chain re-rate.

Where the setup reads:

  • The mRNA-supply-chain positioning is category-defining: Maravai is the specific TriLink BioTechnologies-and-Cygnus-Technologies subsidiary supplier that captures mRNA-vaccine and cell-therapy production spend.
  • Fundamentals justify a specific re-rate: 29% gross margin at 22% operating margin — the specific numbers that let Maravai earn a durable multiple in the mRNA-supply-chain category.
  • The tape confirms institutional flow: sitting 37% above the 50-day and 85% above the 200-day at 99% of the 52-week range with volume 57% above average — the specific pattern of a stock riding a fundamental re-rate.
  • The check is the specific position at the top: at 99% of the 52-week range, the print has to specifically deliver on operational execution, not just narrative.

Aug 10 earnings is the trigger. A number confirming continued mRNA-reagent revenue plus specific mRNA-vaccine partnership commentary extends the leg; a soft revenue print with muted mRNA commentary is the specific setup that would compress the multiple at the top.

What to watch: The Aug 10 print — mRNA-reagent revenue trajectory, mRNA-vaccine partnership commentary, and any FY guide change. Above-consensus revenue plus partnership commentary extend the leg; a soft print activates compression risk.

On the calendar: 2026-08-10 — Q2 earnings

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What it does

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

Supplies mRNA synthesis inputs (CleanCap), nucleotides, and bioanalytical services critical to mRNA vaccine and therapeutics manufacturing.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $MRVI

Direct beneficiary — Supplies mRNA synthesis inputs (CleanCap), nucleotides, and bioanalytical services critical to mRNA vaccine and therapeutics manufacturing; primary revenue lines track directly to the GLP-1 pipeline bifurcation and ADA oral formulation competition.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+44.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-7.0How 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
6.5%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
21.9%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
-3.7%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
6.8Same 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
-44.7%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
29.0%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 2026May 7, 2026$0.01$-0.05+120.0%
Q4 2025Feb 25, 2026$-0.04$-0.07+42.9%
Q3 2025Nov 6, 2025$-0.08$-0.06-33.3%
Q2 2025Aug 11, 2025$-0.08$-0.06-33.3%
Next earningsMon, Aug 10·consensus EPS $-0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$65.8M+40.5%51.2%3.8%$-0.03$4.2M
Q4 FY25$49.9M-11.6%24.5%-13.5%$-0.25$-24.9M
Q3 FY25$41.6M-36.2%13.6%277%$-0.18$-18.1M
Q2 FY25$47.4M-35.4%16.4%-140%$-0.27$-13.1M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$210.4M$208.8M – $211.7M-$0.11-$0.16 – -$0.096
FY27$225.8M$223.7M – $229.9M-$0.09-$0.19 – -$0.046
FY28$243.4M$242.5M – $244.3M-$0.05-$0.05 – -$0.053
FY29$264.5M$261.4M – $267.9M-$0.14-$0.14 – -$0.142
FY30$285.0M$281.7M – $288.7M-$0.13-$0.13 – -$0.131

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.1.6×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.99%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.+36.9%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.+85.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 101.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.2% 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.β0.655-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

SellJun 10Kurt OreshackGeneral Counsel25.0K sh$127KSellJun 9Kurt OreshackGeneral Counsel25.0K sh$126K
+ 15 other (9 awards · 5 inkinds · 1 gift) in window

See when $MRVI 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-KAgreement terminatedJun 38-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

Maravai LifeSciences Holdings, Inc. (MRVI) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $150.0 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

Maravai LifeSciences Holdings held its 2026 Annual Meeting on May 26, 2026, with 236M of 258M total shares present. Shareholders elected three directors (Bernd Brust, Gregory Lucier, Luke Marker) to three-year terms expiring at the 2029 Annual Meeting; Deloitte & Touche was ratified as auditor for 2026 (234M For, 1.2M Against); and a say-on-pay advisory vote was also conducted. Routine annual governance; no contested items.

+ 14 other (7 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

TriLink Opens GMP Enzyme Manufacturing Facility, Enabling Integrated IVT Supply from R&D to Commercial Scalegurufocus.com·31d agoTriLink Opens GMP Enzyme Manufacturing Facility, Enabling Integrated IVT Supply from R&D to Commercial Scalebusinesswire.com·31d agoMaravai LifeSciences Announces Refinancing of Credit Agreement, Extending Maturity to 2032businesswire.com·44d agoMaravai LifeSciences To Attend The Jefferies Global Healthcare Conferencebusinesswire.com·60d agoMaravai LifeSciences To Attend The Jefferies Global Healthcare Conferencegurufocus.com·60d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

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Voices on X · last 7 days

No standout posts about $MRVI on X in the last 7 days.

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