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PGPGEN

Precigen, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 63× YoY at strong marginsRecent insider buyingQuiet on X (74 mentions/wk)
$PGEN·$2.6B·Biotechnology·Healthcare
$6.93-0.3%1Y+45.6%
Mentions · last 7 days
2026-08-22: 4 posts74+6%
Price updated 7h ago·X counts updated 9d ago
PGPGEN
$PGENPrecigen, Inc.
$6.93-0.29%74 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PGEN, 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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-08-30

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

Gene therapy name with HPV cancer data coming — director just bought $25k+ at $7.23.

Precigen is a gene-therapy company developing PRGN-2009 in HPV-driven cancers and other AdenoVerse-platform candidates. Shares are +53% TTM at $6.95, and the setup is a specific pipeline-catalyst play.

  • Revenue and EPS ramped: quarterly revenue ran $2.9M / $4.6M / $23.3M / $55.0M as PRGN-2009 revenue recognition began — that's a genuine inflection, and analysts model $232.9M of full-year revenue and $0.14 EPS as the base commercial ramp continues.
  • The HPV+ cancer data is the specific next catalyst: contributors flag HPV+ cancer data next quarter with valuation upside that could 'more than triple if data are positive (very likely)' — that's the shape of a name where the pipeline catalyst is the whole equity move.
  • Insider signal aligns with pipeline: a director bought +25k shares at $7.23 — meaningful insider conviction going into a dated catalyst, and CEO commentary reiterating cash-flow positive by year-end reinforces the operational stability.

A positive HPV+ cancer data readout with additional PRGN-2009 commercial commentary extends the coil into a real repricing; a data slippage, a safety-signal disclosure, or a fresh dilutive equity raise is what invalidates the setup.

The Nov 12 Q3 print will provide additional pipeline color, but the readout is the main event.

Agrees with X sentimentX's bullish framing tracks the mechanics — the HPV+ cancer data catalyst, the AdenoVerse platform validation, and the director's insider buy are all real; the sample missing a safety-signal risk voice is the honest gap.

What to watch: The next HPV+ cancer data readout and the Nov 12 Q3 print — pipeline updates, PRGN-2009 commercial revenue, cash runway, and any safety commentary. A data slippage is what invalidates the coil.

On the calendar: 2026-11-12 — Q3 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-08-29

Precigen chatter is bullish. Contributors flag HPV+ cancer data next quarter — valuation could 'more than triple if data are positive (very likely).' CEO reiterating cash-flow positive by year-end and HPV platform validation. Director bought +25k at $7.23. Every pull-down 'a good buy this year' framing. Loud voices constructive on the pipeline + insider signal.

Read the AI verdict + X sentiment for $PGEN

  • 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.

Precigen develops gene and cell therapies using its ARCUS gene editing and UltraCAR-T platforms targeting cancer and infectious diseases.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $PGEN

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Precigen, Inc.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+48.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-6.4How 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
-27.8%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
-46.1%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
-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
29.9Same 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
-498%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
89.6%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
2.3Total 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$0.05$-0.01+514.3%
Q1 2026May 13, 2026$-0.02$-0.03+33.3%
Q4 2025Mar 25, 2026$-0.07$-0.10+33.6%
Q3 2025Nov 13, 2025$-1.06$-0.08-1225.0%
Next earningsThu, Nov 12·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$55.0M+6322.7%94.9%41.2%$0.06$-18.2M
Q1 FY26$23.3M+1633.9%87.6%-25.8%$-0.03$-44.1M
Q4 FY25$4.6M+283.6%58.1%-475%$-0.07$-24.1M
Q3 FY25$2.9M+206.6%53.7%-1180%$-1.10$-29.5M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$232.9M$197.2M – $268.6M$0.14$0.08 – $0.202
FY27$454.4M$311.7M – $597.0M$0.68$0.35 – $1.012
FY28$444.6M$373.1M – $516.1M$0.61$0.52 – $0.712
FY29$687.5M$521.1M – $915.0M$1.14$0.78 – $1.631
FY30$878.6M$666.0M – $1.2B$1.49$1.02 – $2.131

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.0.7×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.+14.1%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.+50.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 159.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.6% 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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 26Jeffrey B KindlerDirector185.0K sh$1.4MSellAug 25Phil TennantChief Commercial Officer79.2K sh$594KSellAug 25Rutul R ShahCOO15.3K sh$115KBuyAug 21Nancy H AgeeDirector3.4K sh$25KSellAug 21Rutul R ShahCOO34.7K sh$260KSellAug 6Rutul R ShahCOO32.7K sh$225KSellAug 3Rutul R ShahCOO33.8K sh$220KSellJul 31Thomasian Harry Jr.CFO100.0K sh$606KSellJul 1Thomasian Harry Jr.CFO171.4K sh$948KSellJun 29Rutul R ShahCOO42.9K sh$251K
1–10 of 18
+ 27 other (17 exempts · 5 inkinds · 5 awards) in window

See when $PGEN 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

8-KOfficer or director changeJun 248-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
SC 13D/AActivist amendmentMar 31SC 13D/A
+ 11 other (3 earnings 8-Ks · 2 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

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

Zacks Industry Outlook Halozyme, Repligen, Iovance, Arcutis and Precigenzacks.com·5d ago5 Biotech Stocks Worth Adding to Your Portfolio Nowzacks.com·6d agoPrecigen's Strong Second Quarter Signals Significant Growth, Validates AdenoVerse Platform; PRGN-2009 Advances in HPV-Driven Cancersaccessnewswire.com·7d agoReasons Why Investors Should Consider Betting on PGEN Stockzacks.com·12d agoAre You Looking for a Top Momentum Pick? Why Precigen, Inc. (PGEN) is a Great Choicezacks.com·18d ago

In themes

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

Gene Editing & CRISPR

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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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