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SESEER

Seer, Inc.

$SEER·$119M·Biotechnology·Healthcare
$2.04+0.5%YTD+18.8%1Y-1.0%
Mentions · last 7 days
2026-08-17: 0 posts2026-08-18: 1 posts2026-08-19: 0 posts2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts10%
Price updated 21m ago·X counts updated 23h ago
SESEER
$SEERSeer, Inc.
$2.04+0.49%1 posts0%
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 $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 2026-08-22

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

Proteomics platform with two competing acquisition proposals ($2.55 Radoff-JEC, $2.45 CEO Farokhzad), activist proxy defeated.

Seer, Inc. is a proteomics life-sciences company with the Proteograph Product Suite serving academic and biopharma research — the tape at $2.03 is up 19% year to date but flat over twelve months on a $119M market cap, and the two competing acquisition proposals define the current special-situation setup.

  • The July 2 8-K disclosed CEO Omid Farokhzad's unsolicited $2.45/share cash-plus-two-CVRs proposal; the July 20 8-K disclosed the Special Committee's unanimous rejection of that proposal; the July 28-29 filings disclosed a new competing $2.55/share cash-plus-CVR proposal from the Radoff-JEC activist group, alongside Farokhzad's revised $2.45-plus-two-CVRs bid — the Special Committee is reviewing both.
  • The July 31 8-K confirmed all seven company-nominated directors won the contested annual meeting, defeating the Radoff-JEC Group's three nominees — though McGuire and Nishar won narrowly, signaling minority-shareholder dissatisfaction. X characterized SEER as a live special-situation debate with one voice arguing the CEO overbid was the right time to exit.
  • Q2 2026 revenue was $3.1M with EPS of -$0.31 missing the -$0.27 estimate by 15%; FY26 consensus revenue of $16.1M with EPS of -$1.05 supports the pre-commercial-inflection framing.

November 5 Q3 print is the next fixed-calendar item; the specific catalysts are the Special Committee's decision on the competing bids, any revised or third-party proposal, revised Radoff-JEC follow-up disclosure, and post-annual-meeting board dynamics.

Agrees with X sentimentX's mixed characterization of SEER as a live special-situation debate with the Radoff-JEC $2.55 bid, CEO Farokhzad overbid, board reelection, and contested direction matches the filings and news bundle exactly.

What to watch: Q3 earnings on November 5 alongside the Special Committee's decision on the two competing acquisition proposals, any revised or third-party proposal, Radoff-JEC follow-up disclosure, and post-annual-meeting board dynamics.

On the calendar: Q3 earnings on 2026-11-05

X sentiment

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

Mixed sentiment⚠5 posts analyzed · as of 2026-07-31 · top-engagement diverged

Seer Inc (SEER) is a live special-situation debate. SEER board was reelected. Radoff-JEC bid at $2.55 mentioned. CEO's new overbid confirmed with details in an 8K. One voice: 'the overbid from the CEO was the right time to exit — limited upside remaining, activist path uncertain.' Direction contested.

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

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 $SEER

Neutral — Life sciences company with the Proteograph Product Suite enabling unbiased, deep-proteomics analysis for drug discovery and clinical research; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+52.3%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
Q2 2026Aug 11, 2026$-0.31$-0.27-14.8%
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%
Next earningsThu, Nov 5·consensus EPS $-0.26

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$16.1M$16.0M – $16.3M-$1.04-$1.06 – -$1.031
FY27$20.8M$20.3M – $21.2M-$0.98-$1.04 – -$0.921
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.0.2×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.56%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.+1.8%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.+6.9%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 today0.3% 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.β1.525-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

SellAug 18David R. HornCFO7.3K sh$15KSellJul 8Dipchand NisharDirector10.7K sh$23KSellMay 20David R. HornCFO7.3K sh$12K
+ 7 other (7 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
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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-KShareholder voteJul 318-K — Item 5.07: Shareholder vote
AI summary

Seer, Inc. (SEER) reported voting results from its annual meeting of stockholders. All seven company-nominated directors (Farokhzad, Gulyani, Langer, McGuire, Nishar, Ro, Roelofs) were elected, defeating all three nominees from the activist Radoff-JEC Group (Berman, Horowitz, Rinaldini). Notably, McGuire and Nishar won narrowly while Langer and Ro won with strong majorities (>25M shares For vs. ~18M Withheld for McGuire). The contested election outcome signals significant minority shareholder dissatisfaction but a management/board win in the proxy contest.

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
+ 64 other (26 proxys · 15 DFAN14As · 8 routine 8-Ks · 3 earnings 8-Ks) in window

Recent news

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

Radoff-JEC Group Calls on Seer, Inc.'s Board of Directors to Publicly Acknowledge That the Company Needs to Be Taken Private and Disclose Timeline for Evaluating Latest Acquisition Offersbusinesswire.com·11d agoSeer Q2 Earnings Call Highlightsmarketbeat.com·13d agoSeer, Inc. (SEER) Q2 2026 Earnings Call Transcriptseekingalpha.com·13d agoSeer Reports Second Quarter 2026 Financial Results and Reaffirms Full Year 2026 Outlookglobenewswire.com·13d agoSeer to Participate in the Canaccord Genuity 46th Annual Growth Conferenceglobenewswire.com·21d ago

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Voices on X · last 7 days

No standout posts about $SEER 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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