The raised guidance and strong consumable revenue growth signal accelerating platform adoption. Monitor upcoming 10-Q for operating expense trajectory and any updates on the UK Biobank and GSK collaborations.
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Executive Summary
Alamar Biosciences reported Q3 2026 revenue of $33.5M, up 68% YoY and above the $30.2M consensus, with EPS of -$0.19 in line with the -$0.19 estimate. The company raised full-year 2026 revenue guidance to $121M-$123M from $116M-$120M, reflecting 64% midpoint growth. President Tod White announced retirement at year-end, a neutral leadership transition.
Key Financial Metrics
Key Facts
- Q3 2026 total revenue $33.5M, up 68% from $19.9M YoY, above $30.2M consensus
- Consumable revenue grew 79% to $17.8M; instrument revenue grew 50% to $8.5M
- Gross margin improved to 61.5% from 59.7% YoY
- Net loss $13.3M vs $8.0M YoY; EPS -$0.19 in line with consensus
- Full-year 2026 revenue guidance raised to $121M-$123M from $116M-$120M
- President Tod White to retire at end of 2026, will advise through June 2027
- Cash and investments $231.5M as of September 30, 2026
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 and widening operating loss
- President retirement may cause near-term organizational disruption
- Stock-based compensation rose to $3.9M from $0.7M YoY, diluting shareholders
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3394779 |
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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