Monitor for FDA 510(k) submission in H2 2026 and any updates on U.S. market entry; the EPS miss is mechanical and not indicative of business deterioration. International consumable cartridge growth is a positive signal but insufficient to offset losses.
Price Chart
Executive Summary
Intelligent Bio Solutions reported Q1 2025 revenue of $1.2M, in line with consensus, but EPS of -$7.00 massively missed the -$1.58 estimate due to share count dilution on a tiny base. The company remains pre-revenue in the U.S. and deeply unprofitable, with net loss widening; the stock's move hinges on FDA 510(k) submission timing and international commercial traction, not the EPS surprise.
Key Financial Metrics
Key Facts
- Revenue of $1.2M was in line with consensus estimate
- EPS of -$7.00 missed consensus of -$1.58 by 343%
- Reader installed base grew 22% YoY; consumable cartridges up 35% to over 100,000 units
- Net loss widened to $12.4M for fiscal 2026 full year (from prior analysis)
- Company remains pre-revenue in the U.S. and deeply unprofitable
Financial Impact
EPS miss of 343% on a tiny base; revenue in line at $1.2M
Risk Factors
- FDA 510(k) submission delay or failure
- Continued cash burn without U.S. revenue
- Dilution from share count increases
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3347631 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 10-K/A | $1.69 | awaiting T+20 | — | $1.64 (−2.67%) |
Oct 13, 2026 13d ago | 8-K | $1.45 | awaiting T+20 | — | $1.64 (+13.10%) |
Sep 24, 2026 4w ago | EFFECT | $1.71 $1.69 | ▲ +1.46% | ▲ +1.04% | $1.64 (+4.09%) |
Sep 15, 2026 5w ago | S-3 | $1.97 $1.48 | ▼ −24.87% | ▼ −28.05% | $1.64 (−16.75%) |
Sep 11, 2026 6w ago | 8-K | $2.07 $1.51 | ▼ −27.05% | ▼ −29.32% | $1.64 (−20.77%) |
Sep 9, 2026 6w ago | 8-K | $2.24 $1.59 | ▼ −29.02% | ▼ −30.96% | $1.64 (−26.79%) |
Sep 2, 2026 7w ago | 8-K | $2.30 $1.66 | ▲ +27.83% | ▲ +26.64% | $1.64 (+28.70%) |
Aug 19, 2026 9w ago | 8-K | $2.67 $2.05 | ▼ −23.22% | ▼ −21.70% | $1.64 (−38.58%) |
Aug 19, 2026 9w ago | Press Release | $2.67 $2.05 | ▲ +23.22% | ▲ +21.70% | $1.64 (+38.58%) |
Aug 17, 2026 10w ago | Press Release | $3.37 $2.05 | ▼ −39.17% | ▼ −37.19% | $1.64 (−51.34%) |
US Market Status
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