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SOPHiA GENETICS: Clear Growth Inflection, Improving Margins, and Path to 2026 Profitability Support Buy Rating

SOPHiA GENETICS: Clear Growth Inflection, Improving Margins, and Path to 2026 Profitability Support Buy Rating

BTIG analyst Mark Massaro has reiterated their bullish stance on SOPH stock, giving a Buy rating yesterday.

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Mark Massaro has given his Buy rating due to a combination of factors tied to SOPHiA GENETICS reaching a clear growth inflection. The company is adding a record number of new customers, substantially increasing average contract values on recent deals, and showing strong clinical revenue expansion with very low churn, all of which support accelerating revenue and margin trends.

Massaro also highlights a robust 2026 outlook, with revenue guidance above Street expectations, a path toward adjusted EBITDA breakeven by late 2026, and growing contributions from MSK ACCESS, which should lift pricing and utilization as implementations ramp. Coupled with signs of a recovering biopharma segment, a solid backlog, and a valuation anchored in reasonable forward revenue multiples, these elements underpin his $7 price target and reinforce the Buy recommendation.

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