The strong beat and first-time revenue guidance above consensus should drive a significant positive reaction. Monitor the Q3 2026 earnings call for updates on instrument placement momentum and consumable pull-through rates, which are key to sustaining the 59% growth trajectory.
Price Chart
Executive Summary
Alamar Biosciences reported Q2 2026 revenue of $29.4M (+82% YoY), beating the $25.9M consensus, and EPS of -$0.22, beating the -$0.32 consensus by 31.7%. The company initiated full-year 2026 revenue guidance of $116M-$120M, representing ~59% growth at the midpoint. Consumable revenue grew 147% YoY, and gross margins expanded to 60% from 53%, signaling strong operational leverage and accelerating platform adoption.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $29.4M, +82% YoY vs $16.2M
- EPS -$0.22 beat consensus -$0.32 by 31.7%
- Full-year 2026 revenue guidance $116M-$120M (~59% YoY growth)
- Consumable revenue $15.5M, +147% YoY
- Gross margin expanded to 60% from 53% YoY
- Cash, equivalents, short-term investments, and restricted cash $256.3M
Financial Impact
Revenue beat consensus by ~13.5% ($29.4M vs $25.9M); EPS beat by 31.7% (-$0.22 vs -$0.32); guidance implies ~59% YoY growth
Risk Factors
- Operating expenses grew 89% YoY, outpacing revenue growth of 82%
- Net loss widened to $13.2M from $7.0M YoY, though this includes IPO-related costs
- Guidance is first-time and may be conservative; execution risk on new product launches (eMTBR-tau, Immune 340 Panel)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-342378 |
| Document: ck0002104204-20260810.htm | 0001193125-26-342378 |
| Document: 0001193125-26-342378-index-headers.html | 0001193125-26-342378 |
| Document: 0001193125-26-342378-index.html | 0001193125-26-342378 |
| Document: 0001193125-26-342378.txt | 0001193125-26-342378 |
| 8-K Data (Synthetic) | 0001193125-26-342378 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 11d ago | 144 | $27.42 | awaiting T+60 | — | $30.39 (−10.83%) |
Oct 14, 2026 11d ago | 144 | $27.42 | awaiting T+60 | — | $30.39 (−10.83%) |
Oct 14, 2026 11d ago | 144 | $27.42 | awaiting T+60 | — | $30.39 (+10.83%) |
Oct 5, 2026 21d ago | Press Release | $32.26 | awaiting T+60 | — | $30.39 (−5.80%) |
Sep 24, 2026 4w ago | Press Release | $32.80 | awaiting T+60 | — | $30.39 (−7.35%) |
Sep 1, 2026 7w ago | 8-K | $30.49 | awaiting T+60 | — | $30.39 (−0.33%) |
Aug 10, 2026 11w ago | 8-K | $36.57 | awaiting T+60 | — | $30.39 (−16.90%) |
Jul 13, 2026 15w ago | Press Release | $27.40 $32.26 | ▲ +17.74% | ▲ +13.74% | $30.39 (+10.91%) |
Jul 10, 2026 15w ago | Press Release | $28.42 $38.13 | ▲ +34.17% | ▲ +31.53% | $30.39 (+6.93%) |
May 8, 2026 24w ago | 8-K | $23.96 $27.11 | ▲ +13.15% | ▲ +8.31% | $30.39 (+26.84%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers