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TickerTalks›$QGEN
QGQGEN

Qiagen N.V.

$QGEN·$8.6B·Medical - Diagnostics & Research·Healthcare
$44.20+1.9%1Y-7.5%
Mentions · last 7 days
2026-08-23: 0 posts2026-08-24: 8 posts22
Price updated 1h ago·X counts updated 9d ago
QGQGEN
$QGENQiagen N.V.
$44.20+1.87%22 posts
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 $QGEN, 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 numbersStalledAI verdict · as of 2026-09-01

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

Diagnostics vendor with growth decelerating to near zero and a brand-new CEO taking over.

QIAGEN is a sample-preparation and molecular-diagnostics company where growth has flattened almost completely, and leadership has just changed hands.

  • Q2 revenue is $535.0M with year-over-year growth of just +0.3%, decelerating from +6.1% three quarters back through +3.7% and +1.8% — the trend line points at zero.
  • EPS beat narrowly in three of the last four prints ($0.62 vs $0.60, $0.62 vs $0.61, $0.64 vs $0.61) with one essentially in line — cost control is holding the earnings line while revenue stalls.
  • Consensus 2026 revenue is $2.14B with EPS $2.43, stepping to $2.24B and $2.61 in 2027 — a ~5% revenue growth assumption that the last four quarters have not delivered.
  • Jonathan M. Pratt was appointed CEO on August 24, and the QIAsymphony Connect automated clinical nucleic-acid extraction system launched August 27 — new leadership plus a new flagship platform.

The Q3 print on November 3 is the new CEO's first, and it needs either a growth reacceleration or a credible strategic reset — the 2026 consensus assumes a recovery the recent quarters give no evidence for.

What to watch: Whether revenue growth reaccelerates above +2%, new CEO Pratt's strategic priorities, and early QIAsymphony Connect placement traction.

On the calendar: 2026-11-03 Q3 2026 earnings

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What it does

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

Qiagen makes sample preparation kits and molecular diagnostic assays used in hospitals, research labs, and pharmaceutical development.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $QGEN.

Medical - Diagnostics & Research · Healthcare

Diagnostic testing volumes are normalizing post-COVID elevated baseline; liquid biopsy and genomic sequencing are the structural growth areas. Reimbursement rate changes (CMS updates) are the primary margin risk for established lab businesses.

What this means for $QGEN

Partial — branded pharmaceutical revenue is exposed to patent cliff dynamics and GLP-1 category cannibalization; Qiagen N.

Industry benchmark

22-name peer basket
+35.5%YTD
+74.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
21.4How 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
8.9%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
25.3%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
5.2%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
4.1Same 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
11.6%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
61.8%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
0.5Total 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 5, 2026$0.62$0.60+3.7%
Q1 2026May 6, 2026$0.54$0.54-0.4%
Q4 2025Feb 4, 2026$0.62$0.61+1.6%
Q3 2025Nov 4, 2025$0.64$0.61+4.9%
Next earningsTue, Nov 3·consensus EPS $0.62

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$535.0M+0.3%63.6%24.7%$0.50$157.8M
Q1 FY26$492.3M+1.8%62.9%23.7%$0.33$53.7M
Q4 FY25$540.4M+3.7%58.7%28.5%$0.52$117.2M
Q3 FY25$532.6M+6.1%62.2%24.3%$0.60$119.0M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.1B$2.1B – $2.2B$2.43$2.37 – $2.4413
FY27$2.2B$2.2B – $2.4B$2.61$2.48 – $3.2513
FY28$2.4B$2.3B – $2.5B$2.85$2.46 – $3.6112
FY29$2.5B$2.5B – $2.6B$3.07$3.00 – $3.2610
FY30$2.6B$2.6B – $2.7B$3.30$3.23 – $3.516

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.0.9×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.43%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.+4.4%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.+1.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 204.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β0.625-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.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 10 other (6 6-Ks · 1 13G · 1 SD · 1 IRANNOTICE) in window

Recent news

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

Qiagen (NYSE:QGEN) & BioLife Solutions (NASDAQ:BLFS) Critical Contrastdefenseworld.net·3d ago10x Genomics Wins Patent Infringement Verdict Against Parse Biosciencesgurufocus.com·5d ago10x Genomics Wins Patent Infringement Verdict Against Parse Biosciencesprnewswire.com·5d agoQIAGEN Launches QIAsymphony Connect for Automated Clinical Nucleic Acid Extractionbusinesswire.com·6d agoQIAGEN Appoints Jonathan M. Pratt as Chief Executive Officerbusinesswire.com·10d ago

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Voices on X · last 7 days

No standout posts about $QGEN 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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