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OAOABI

OmniAb, Inc.

$OABI·$668M·Biotechnology·Healthcare
$4.740.0%YTD+156.2%1Y+194.4%
Price updated 7m ago·X counts updated 2d ago
OAOABI
$OABIOmniAb, Inc.
$4.740.00%11 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $OABI 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.

11X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $OABI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-28

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

OmniAb is up 149% YTD at 80% of the 52-week range — Q1 revenue +247% YoY plus Investor & Analyst Day Oct 6 on the antibody-discovery platform.

OmniAb Inc. is a therapeutic-antibody-discovery platform franchise (OmniRat, OmniChicken, OmniMouse, OmniFlic, OmniClic, OmniTaur transgenic platforms for partner-led therapeutics) — a small-cap business firing on partnership-driven revenue with a fresh guidance raise. The stock is up 196% over 12 months.

  • Q1 and Q2 revenue accelerated massively: Q1 +247% YoY to $14.4M, Q2 +244% YoY to $13.4M — legitimate partner-driven revenue scaling, and prior four quarters showed variable growth off a small base.
  • The Aug 17 2026 financial guidance raise is the specific fundamental catalyst — real management confidence in the partnership pipeline, confirmed by the Aug 18 Seeking Alpha 'Lilly-Style Partners Are Paying Attention' framing.
  • The Sept 14 Investor & Analyst Day announcement for October 6, 2026 is the near-term communication catalyst — a strategic-update event that will frame the multi-partner pipeline positioning.

October 6 Investor Day is the near-term reset — a firm partner-progress and pipeline-monetization commentary extends the leg; a soft partner-timeline signal and the +149% YTD tape cools.

What to watch: October 6 Investor & Analyst Day plus Q3 earnings on Nov 3 — firm partner-progress and pipeline-monetization commentary extends the leg; a soft partner-timeline signal and the +149% YTD tape cools.

On the calendar: 2026-10-06 — Investor Day

no sentimentguidance raise 2026investor day oct 6

Read the AI verdict on $OABI

  • 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.

Antibody discovery platform company licensing transgenic animal and AI screening technologies to pharma partners for drug development.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

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

What this means for $OABI

Partial — Antibody discovery platform company licensing transgenic animal and AI screening technologies to pharma partners for drug development.

Top industry ETF

$IBBiShares Biotechnology ETF
+24.2%YTD
+48.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-8.6How 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
-17.2%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
-126%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
-6.3%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
9.5Same 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
-16.6%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
50.5%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
0.1Total 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 6, 2026$-0.05$-0.12+58.3%
Q1 2026May 7, 2026$-0.06$-0.10+40.0%
Q4 2025Mar 4, 2026$-0.11$-0.08-37.5%
Q3 2025Nov 4, 2025$-0.14$-0.14-2.9%
Next earningsTue, Nov 3·consensus EPS $-0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$13.4M+244.2%95.5%-49.5%$-0.05$-2.5M
Q1 FY26$14.4M+246.7%58.3%-54.9%$-0.06$-5.1M
Q4 FY25$8.4M-22.5%7.9%-187%$-0.11$-5.7M
Q3 FY25$2.2M-46.3%-109%-811%$-0.14$-9.9M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$35.0M$34.5M – $35.6M-$0.36-$0.37 – -$0.355
FY27$43.5M$40.4M – $45.4M-$0.28-$0.33 – -$0.235
FY28$68.0M$42.6M – $100.6M-$0.10-$0.25 – -$0.035
FY29$95.9M$77.2M – $123.2M$0.06$0.05 – $0.092
FY30$119.0M$95.9M – $152.9M$0.20$0.15 – $0.272

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.0.3×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.83%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.+30.1%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.+100.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 118.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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

SellApr 7Matthew W FoehrCEO19.2K sh$29KSellApr 7Kurt A GustafsonCFO6.9K sh$10KSellApr 7Charles S BerkmanChief Legal Officer7.2K sh$11K
+ 18 other (11 exempts · 7 awards) in window

See when $OABI 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 holdingsJul 133
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for OABI (OABI) dated 2026-07-13. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeJul 138-K — Item 5.02: Officer or director change
AI summary

OMNIAB, INC. (OABI) disclosed an officer or director change (Item 5.02) on 2026-07-13. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

OMNIAB, INC. (OABI) reported shareholder vote results (Item 5.07) from its annual or special meeting on 2026-06-18. Key outcome: Vote of Security Holders. Routine votes (director elections, auditor ratification) are administrative; contested votes or failed say-on-pay are material. Investors should note vote margins on compensation and governance proposals.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 13G) in window

Recent news

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

OmniAb to Host Investor & Analyst Day on October 6, 2026businesswire.com·16d agoOmniAb to Participate in Upcoming Investor Conferencesgurufocus.com·34d agoOmniAb to Participate in Upcoming Investor Conferencesbusinesswire.com·35d agoOmniAb: Lilly-Style Partners Are Paying Attention To This Early-Stage Biotechseekingalpha.com·43d agoOmniAb Raises 2026 Financial Guidancebusinesswire.com·44d ago

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Voices on X · last 7 days

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

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