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TickerTalks›$WGS
WGWGS

GeneDx Holdings Corp.

$WGS·$1.9B·Medical - Healthcare Information Services·Healthcare
$78.08-1.4%YTD-45.6%1Y-36.5%
Mentions · last 7 days
2026-08-07: 16 posts2026-08-08: 3 posts2026-08-09: 5 posts2026-08-10: 12 posts2026-08-11: 16 posts2026-08-12: 11 posts2026-08-13: 7 posts71+5%
Price updated 12h ago·X counts updated 1d ago
WGWGS
$WGSGeneDx Holdings Corp.
$78.08-1.35%71 posts+5%
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 $WGS, 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.

Comeback attemptAcceleratingAI verdict · as of 2026-08-15

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

GeneDx is the health-intelligence turnaround +100% since call — Q2 EPS +105% surprise, September call buying, inverse H&S breakout.

GeneDx is a health-intelligence platform using AI/ML on longitudinal clinical and genomic data — the equity is a real turnaround compounding on the specific Q2 beat and technical breakout.

  • Q2 was a big beat: EPS $0.01 vs -$0.19 estimate (+105%), revenue $114M vs $111M — the surprise magnitude is exceptional, and last four EPS prints show accelerating trajectory.
  • Stock +100% since initial recommendation 3 months ago — that's real momentum from the bull-cycle framing.
  • Inverse H&S breakout with +6.5% intraday + September call buying — real event-positioning. GeneDx launched Online Offering for exome testing for kids with developmental delay/epilepsy (8/11) opens D2C TAM.
  • Position at 33% of 52w, -12% below 200d MA and +20% above 50d MA — coiled after drawdown, YoY -36%. Analysts: rev $478M FY26 → $749M FY28, EPS positive by FY27 ($1.10). Bio cohort with XGN/STLN/PSNL.

October 27 is the next print — a fifth consecutive beat with continued commercial-expansion commentary extends the compounding; any specific reimbursement-collection issue or a competitive AI-diagnostics event is the invalidator. The real risk on 4.3x P/S is that any earnings execution slip compresses the multiple relatively quickly.

Agrees with X sentimentAgrees with the X bulls on the specific fact patterns — +100% since initial recommendation, +6.5% intraday with September call buying, inverse H&S breakout, XGN/STLN/PSNL bio winners cohort framing. The Q2 EPS +105% surprise is a real proof point supporting the compounding thesis.

What to watch: October 27 Q3 print — commercial-expansion trajectory and reimbursement-collection commentary. A fifth beat extends the compounding; reimbursement issue or competitive event is the invalidator.

On the calendar: 2026-10-27 — Q3 earnings

price missing

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-08-13

GeneDx sentiment is bullish: +100% since initial recommendation 3 months ago, +6.5% intraday with September call buying, inverse H&S breakout. Framed alongside XGN, STLN, PSNL as bio winners.

Read the AI verdict + X sentiment for $WGS

  • 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.

Genomic testing company using AI to interpret whole exome and genome sequencing for rare disease diagnosis.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $WGS.

Medical - Healthcare Information Services · Healthcare

No material change from last week — VEEV's 'agentic commercial' CRM framing converts AI from feature to platform pricing, while TEM's oncology AI platform and pharma data licensing confirm AI..

Industry benchmark

10-name peer basket
+37.5%YTD
+34.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-23.8How 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
-8.1%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
-7.7%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
-1.5%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
4.3Same 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
-27.5%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
68.3%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
0.7Total 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 3, 2026$0.01$-0.19+105.3%
Q1 2026May 4, 2026$-0.28$-0.06-366.7%
Q4 2025Feb 23, 2026$0.14$0.11+27.3%
Q3 2025Oct 28, 2025$0.49$0.28+75.0%
Next earningsTue, Oct 27·consensus EPS $0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$102.3M+17.4%66.7%-25.6%$-2.16$-38.9M
Q4 FY25$121.0M+26.5%65.2%-11.3%$-0.61$-7.4M
Q3 FY25$116.7M+51.9%72.4%-2.8%$-0.27$9.6M
Q2 FY25$102.7M+45.6%69.0%8.7%$0.38$8.1M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$478.4M$471.5M – $488.5M-$0.06-$0.07 – -$0.067
FY27$594.2M$585.7M – $606.8M$1.10$1.08 – $1.136
FY28$748.9M$741.1M – $756.7M$1.59-$5.83 – $9.026
FY29$854.3M$842.1M – $872.4M$3.03$2.97 – $3.115
FY30$1.1B$1.0B – $1.1B$5.08$4.99 – $5.233

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.0.5×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.33%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.+19.9%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.-11.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 27.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β1.985-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

SellJun 16Kevin FeeleyCFO3.7K sh$227KSellJun 16Katherine StuelandCEO10.5K sh$638KSellJun 9Kevin FeeleyCFO1.3K sh$68KSellJun 9Katherine StuelandCEO3.6K sh$196KBuyJun 5Casdin Capital, LlcDirector50.0K sh$2.6MBuyJun 4Casdin Capital, LlcDirector150.0K sh$8.5MBuyMay 20Casdin Capital, LlcDirector140.0K sh$6.1MBuyMay 19Casdin Capital, LlcDirector185.0K sh$7.9MBuyMay 18Casdin Capital, LlcDirector175.0K sh$7.4MBuyMay 15Keith A. MeisterDirector46.3K sh$1.8M
1–10 of 13
+ 17 other (10 exempts · 7 awards) in window

See when $WGS 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-KShareholder voteJun 238-K — Item 5.07: Shareholder vote
AI summary

WGS filed an 8-K covering Item(s) 5.07. Item 5.07 Submission of Matters to a Vote of Security Holders. On June 18, 2026, GeneDx Holdings Corp., a Delaware corporation (the “Company”), held its Annual Meeting of Stockholders (the “Annual Meeting”). At the Annual Meeting, the Company’s stockholders (the “Stockholders”) considered and voted on the matters listed below. The proposals are described in detail in the Company’s Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on April 30, 2026. Ther. Investors should review the full filing for complete details.

3New insider — initial holdingsJun 163
AI summary

GARDNER MARK A filed an initial Form 3 as 10%+ owner of WGS, reporting no beneficial ownership of securities as of the event date. This is an administrative Section 16 filing required upon becoming a new 10%+ owner. No shares are currently held, indicating this is a disclosure of a newly appointed insider with no current equity position.

8-KOfficer or director changeJun 168-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

WGS filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. The filing also covers Item(s) 7.01, 9.01. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

SC 13D/AActivist amendmentMay 22SC 13D/A
SC 13D/AActivist amendmentMay 15SC 13D/A
SC 13D/AActivist amendmentMay 11SC 13D/A
8-KAgreement terminatedMar 28-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
+ 13 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.

Is GeneDx Holdings Corp (WGS) Overvalued After 5.1% Rally? GF Value Says Overvaluedgurufocus.com·4d agoGeneDx Launches New Online Offering for Families to Improve Accessibility of Exome Testing for Children with Global Developmental Delay, Intellectual Disability and Epilepsybusinesswire.com·4d agoGeneDx Holdings Corp. $WGS Shares Acquired by Dimensional Fund Advisors LPdefenseworld.net·7d agoGeneDx to Participate in Upcoming Investor Conferencesbusinesswire.com·9d agoGeneDx Holdings Corp. (WGS) Q2 2026 Earnings Call Transcriptseekingalpha.com·11d 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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