The raised guidance and accelerating consumable revenue (79% YoY) signal strong platform adoption. Monitor the UK Biobank and GSK collaborations for future revenue contribution, and watch for any successor announcement for the retiring president.
Price Chart
Executive Summary
Alamar Biosciences reported Q3 2026 revenue of $33.5M (+68% YoY), slightly above the $30.2M consensus, and raised full-year 2026 revenue guidance to $121M-$123M from $116M-$120M. President Tod White will retire at year-end but remain as an advisor through June 2027. The net loss widened to $13.3M from $8.0M a year ago, driven by higher operating expenses.
Key Financial Metrics
Key Facts
- Q3 2026 total revenue $33.5M, up 68% from $19.9M in Q3 2025
- Consumable revenue grew 79% to $17.8M, instrument revenue grew 50% to $8.5M
- Full-year 2026 revenue guidance raised to $121M-$123M from $116M-$120M
- Gross margin improved to 61.5% from 59.7% a year ago
- Net loss widened to $13.3M from $8.0M in Q3 2025
- Cash and investments $231.5M as of September 30, 2026
- President Tod White to retire at year-end, will advise through June 2027
- Selected by UK Biobank for 80,000-sample study; launched GSK collaboration for 60,000-sample study
Financial Impact
Revenue beat consensus by $3.3M (10.9%); guidance raised by $4M at midpoint
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Instruments | $8.5M | +49.8% |
| Consumables | $17.8M | +78.8% |
| Services | $7.2M | +69.1% |
Risk Factors
- Operating expenses grew 81% YoY, outpacing revenue growth of 68%
- Net loss continues to widen as the company scales
- President departure creates leadership transition risk
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-445353 |
| Document: ck0002104204-20261030.htm | 0001193125-26-445353 |
| Document: 0001193125-26-445353-index-headers.html | 0001193125-26-445353 |
| Document: 0001193125-26-445353-index.html | 0001193125-26-445353 |
| Document: 0001193125-26-445353.txt | 0001193125-26-445353 |
| 8-K Data (Synthetic) | 0001193125-26-445353 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 4, 2026 today | Press Release | $27.39 | awaiting T+60 | awaiting T+60 | $27.39 (−0.00%) |
Nov 3, 2026 1d ago | 8-K | No price | awaiting T+60 | awaiting T+60 | No price |
Nov 3, 2026 1d ago | Press Release | $31.50 | awaiting T+60 | awaiting T+60 | $27.39 (−13.05%) |
Nov 3, 2026 1d ago | Press Release | $31.50 | awaiting T+60 | awaiting T+60 | $27.39 (−13.05%) |
Nov 2, 2026 1d ago | Press Release | $30.22 | awaiting T+60 | awaiting T+60 | $27.39 (−9.36%) |
Oct 14, 2026 20d ago | 144 | $27.42 | awaiting T+60 | awaiting T+60 | $27.39 (+0.11%) |
Oct 14, 2026 20d ago | 144 | $27.42 | awaiting T+60 | awaiting T+60 | $27.39 (+0.11%) |
Oct 14, 2026 20d ago | 144 | $27.42 | awaiting T+60 | awaiting T+60 | $27.39 (−0.11%) |
Oct 5, 2026 4w ago | Press Release | $32.26 | awaiting T+60 | awaiting T+60 | $27.39 (−15.10%) |
Sep 24, 2026 5w ago | Press Release | $32.80 | awaiting T+60 | awaiting T+60 | $27.39 (−16.49%) |
US Market Status
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