Bionano Genomics, Inc. — Form 8-K
Filed September 14, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Bionano reported Q2 2026 core revenue of $8.2M (vs. $7.5–$7.8M guidance), a 21% YoY increase, and raised FY26 guidance from $30–$33M to $31–$33M. The company achieved record gross margin of 53% (adj.), sold 9,219 flowcells (+27% YoY), and retired JGB debt secured by $10.3M restricted cash. Management projects FY27 revenue of $50–$54M (56% YoY growth) with adjusted EBITDA breakeven by Q4 FY27 and long-range targets of $101–$108M revenue by FY29. Regulatory milestones include CPT codes for OGM in hematologic malignancies ($1,853.22 reimbursement, effective Jan 2026) and constitutional genetics ($1,263.53), plus MolDX LCD coverage determination published August 27, 2026.
Why this rating
Significant for a $12.2M market-cap company: revenue trajectory from ~$28.5M (FY25) to $31–$33M (FY26) to $50–$54M (FY27) represents material operational inflection, combined with path to profitability and regulatory/reimbursement catalysts. Debt retirement and margin expansion reduce going-concern risk materially.
Tradability signal
NO TRADE
No trade: only ~$0k traded in the last 30 min — too illiquid to enter and exit. (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $1.24 ▲ 0.76% | at our read · unknown $1.23 | +10 min · unknown $1.23 ▼ 0.41% | +30 min · unknown $1.24 ▲ 0.81% | +1 hr · unknown $1.24 ▲ 0.49% | +4 hrs pending |
The stock had already moved -0.75% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from September 14, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.