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SESEER

Seer, Inc.

$SEER·$120M·Biotechnology·Healthcare
$2.19-0.7%YTD+18.3%1Y+1.4%
Mentions · last 7 days
2026-07-02: 41 posts2026-07-03: 21 posts2026-07-04: 11 posts2026-07-05: 8 posts2026-07-06: 459 posts2026-07-07: 946 posts2026-07-08: 637 posts2,123+175%
Price updated 7m ago·X counts updated 2d ago
SESEER
$SEERSeer, Inc.
$2.19-0.68%2.1k posts+175%
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 $SEER, 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 eventEvent coming upAI verdict · as of 2026-07-09

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Micro-cap proteomics play in the middle of an active take-private fight — the trade is the deal, not the science.

Seer is a small-cap proteomics company selling instruments that let researchers profile proteins in bulk (its 'Proteograph Product Suite'). What actually matters right now isn't the science — CEO and founder Omid Farokhzad has made an unsolicited $2.45/share cash-plus-CVR bid to take the company private, while activist Radoff-JEC Group has submitted a competing proposal the board has rejected.

Why this now trades as a special situation:

  • The tape is telling you a bidding war is in play — the stock is up 35% intraday on volume roughly 64x the 30-day average, meaning event-driven funds have already piled in and re-priced the equity toward the deal spread.
  • The underlying business is thin — revenue was $2.7M last quarter (down from $4.1M), the trailing PE is negative, and the trailing FCF yield is -41%, so the standalone story is 'burn cash while trying to build a market' — exactly what makes it a take-private candidate.
  • A fraud investigation adds noise — the Schall Law Firm has opened a Seer investor investigation, which is standard shareholder-litigation activity around a change-of-control situation; historically these nudge deal terms up rather than blocking, but they add real headline risk.

The whole trade is which offer wins and at what final price. A negotiated deal in the $2.75-3.25 range with real CVR clears; a walk-away leaves the standalone business exposed at $1-1.50, given the burn rate. Position size around that binary.

What to watch: The board's response to the CEO Farokhzad and Radoff-JEC bids and any final negotiated deal price — a signed transaction at $2.75+ clears; a walk-away from both leaves the stock back at $1-1.50.

On the calendar: 2026-08-05 — Q2 earnings

pending take private

Read the AI verdict + X sentiment for $SEER

  • 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.

Life sciences company with the Proteograph Product Suite enabling unbiased, deep-proteomics analysis for drug discovery and clinical research.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

IBB +2.9% on GLP-1 pipeline momentum and MRNA's post-9-0 FDA vote continuation — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

Top industry ETF

$IBBiShares Biotechnology ETF
+16.3%YTD
+49.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-1.8How 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
-28.2%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
-5.1%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
-41.4%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
8.2Same 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
-26.6%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
47.0%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
0.1Total 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
Q1 2026May 13, 2026$-0.30$-0.29-1.7%
Q4 2025Feb 26, 2026$-0.29$-0.32+9.4%
Q3 2025Nov 6, 2025$-0.32$-0.320.0%
Q2 2025Aug 6, 2025$-0.33$-0.39+15.4%
Next earningsWed, Aug 5·consensus EPS $-0.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.7M-34.7%33.1%-638%$-0.30$-15.7M
Q4 FY25$4.1M+3.1%50.5%-427%$-0.29$-11.1M
Q3 FY25$4.0M+0.7%49.3%-487%$-0.32$-7.8M
Q2 FY25$3.9M+28.0%50.7%-522%$-0.33$-15.2M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.3M$16.1M – $16.4M-$0.82-$0.83 – -$0.821
FY27$20.9M$20.5M – $21.4M-$0.73-$0.77 – -$0.691
FY28$28.4M$28.2M – $28.6M-$0.65-$0.66 – -$0.641
FY29$36.2M$35.9M – $36.5M-$0.55-$0.55 – -$0.541
FY30$49.3M$48.9M – $49.7M-$0.07-$0.07 – -$0.071

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.63.6×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.74%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.+21.4%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.+14.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 40.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today72.5% 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.β1.595-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

SellMay 20David R. HornCFO7.3K sh$12KSellFeb 18David R. HornCFO7.7K sh$15KSellFeb 18Omid FarokhzadCEO24.4K sh$49K
+ 3 other (3 awards) in window

See when $SEER 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 holdingsMay 113
AI summary

Seer, Inc. received an initial Form 3 from Anthony R. Bazarko, newly appointed Chief Commercial Officer, as of May 4, 2026. No common shares are reported in Table I. Routine new-officer Section 16(a) disclosure.

SC 13D/AActivist amendmentApr 13SC 13D/A
8-KMaterial agreementMar 168-K — Item 1.01: Material agreement · Item 3.03
SC 13D/AActivist amendmentMar 2SC 13D/A
8-KMaterial agreementFeb 268-K — Item 1.01: Material agreement · Item 3.03 · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
SC 13DActivist position (5%+)Feb 20SC 13D
+ 47 other (18 proxys · 10 DFAN14As · 6 routine 8-Ks · 2 PREC14As) in window

Recent news

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

The Radoff-JEC Group Issues Letter to Fellow Seer, Inc. Stockholders Correcting the Company's Blatant Rewriting of Historybusinesswire.com·2d agoSEER Investors Have Opportunity to Join Seer, Inc. Fraud Investigation with the Schall Law Firmglobenewswire.com·2d agoSeer Board of Directors Issues Letter to Shareholders Demonstrating the Strength and Experience of Seer's Director Nomineesglobenewswire.com·3d agoSEER Investors Have Opportunity to Join Seer, Inc. Fraud Investigation with the Schall Law Firmbusinesswire.com·4d agoThe Radoff-JEC Group Responds to Chairman and CEO Omid Farokhzad, M.D.'s Proposal to Acquire Seer, Inc.gurufocus.com·4d ago

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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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