BioLife Solutions (BLFS)
NASDAQ:BLFS
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BioLife Solutions
(NASDAQ:BLFS)
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Rating:69Neutral
Price Target:
$30.00
▲(49.18% Upside)
Action:Reiterated
Date:06/03/26
BLFS scores positively on improving fundamentals (revenue growth, strong gross margins, and a low-leverage balance sheet) and supportive technical trend, reinforced by reiterated guidance targeting profitability. The biggest offset is valuation risk due to negative earnings (negative P/E) and no dividend, with near-term execution risks highlighted on the call (bag-yield margin pressure, expense growth, and concentration).
Positive Factors
BPM Market Leadership
A dominant position in biopreservation media creates durable demand and high customer switching costs because products are embedded in approved therapies and late-stage trials. This visibility into approvals and trials supports predictable recurring revenues and long-term commercial stickiness.
Negative Factors
Revenue & Customer Concentration
Heavy dependence on one product line and a small set of customers increases exposure to contract loss, volume swings, or pricing concessions. Concentration limits revenue diversification and amplifies downside from customer-specific or product-specific disruptions over several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
BPM Market Leadership
A dominant position in biopreservation media creates durable demand and high customer switching costs because products are embedded in approved therapies and late-stage trials. This visibility into approvals and trials supports predictable recurring revenues and long-term commercial stickiness.
Read all positive factors
BioLife Solutions (BLFS) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.27B
Dividend YieldN/A
Average Volume (3M)363.00K
Price to Earnings (P/E)―
Beta (1Y)1.41
Revenue Growth-5.48%
EPS Growth-666.94%
CountryUS
Employees159
SectorHealthcare
Sector Strength45
IndustryMedical - Instruments & Supplies
Share Statistics
EPS (TTM)-0.22
Shares Outstanding48,857,414
10 Day Avg. Volume392,925
30 Day Avg. Volume363,004
Financial Highlights & Ratios
PEG Ratio2.20
Price to Book (P/B)3.10
Price to Sales (P/S)12.00
P/FCF Ratio108.55
Enterprise Value/Market Cap0.98
Enterprise Value/Revenue12.45
Enterprise Value/Gross Profit19.48
Enterprise Value/Ebitda-166.46
Forecast
1Y Price Target
$33.20Price Target Upside65.09% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)0.15
Revenue Forecast (FY)$113.74M
BioLife Solutions Business Overview & Revenue Model
Company Description
BioLife Solutions, Inc. (BLFS) operates as a global provider of specialized bioproduction tools and services, primarily catering to the cell and gene therapy industry. Its market reach extends across the United States, Canada, Europe, the Middle E...
How the Company Makes Money
BioLife Solutions makes money primarily by selling biopreservation products and by providing cold-chain/cryogenic services to biopharma and cell & gene therapy customers. Key revenue streams include: (1) Product revenue from the sale of proprietar...
BioLife Solutions Earnings Call Summary
Earnings Call Date:May 07, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 06, 2026
Earnings Call Sentiment Positive
The call presented a constructive growth story highlighted by strong top-line performance (Q1 revenue +25%), improved profitability in absolute dollars (adjusted EBITDA up ~15%, GAAP net income positive), clear market leadership in BPM with robust pipeline visibility, and reaffirmed full-year guidance. Key operational challenges—most notably bag yield/scrap issues that compressed gross margin and adjusted EBITDA margin, rising operating expenses tied to R&D and severance, short-term cash/working capital pressures, and customer/product concentration—represent meaningful near-term risks but are described as manageable and temporary by management. Given the combination of durable demand drivers, strategic initiatives (product launches, cross-sell opportunities) and a solid balance sheet, the positive growth and leadership signals outweigh the transitory operational headwinds in management's view.Positive Updates
Strong Q1 Revenue Growth
Total revenue of $27.5 million in Q1 2026, up 25% year-over-year, driven primarily by biopreservation media (BPM) and growth across the product portfolio.
Negative Updates
Bag Yield Issues Driving Margin Pressure
Adjusted gross margin declined to 64% in Q1 2026 from 68% in Q1 2025 (GAAP gross margin 64% vs 67% prior). The decline is primarily attributed to a product mix shift toward bags and manufacturing yield/scrap issues tied to bags. Management views the yield impact as transitory but expects margin improvement only after customers select alternatives and existing bag inventory is consumed (estimated flow-through in Q4 2026 or Q1 2027).
Read all updates
Q1-2026 Updates
Positive
Negative
Strong Q1 Revenue Growth
Total revenue of $27.5 million in Q1 2026, up 25% year-over-year, driven primarily by biopreservation media (BPM) and growth across the product portfolio.
Read all positive updates
Company Guidance
BioLife reiterated 2026 guidance of $112.5–$115.0 million in revenue (growth of ~17%–20% YoY), GAAP and adjusted gross margins in the mid‑60s, an expected expansion in adjusted EBITDA margin versus 2025, and the achievement of full‑year positive GAAP net income for the first time in many years; for context, Q1 revenue was $27.5M (+25% YoY) with adjusted EBITDA of $6.2M (22% of revenue) and adjusted gross margin of 64%, cash and marketable securities of $111.5M at March 31, 2026, shares outstanding of 48.9M (50.3M fully diluted) as of April 30, and management expects bag‑yield remediation to drive margin improvement by Q4 2026 (or Q1 2027).BioLife Solutions Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
84
Very Positive
Cash Flow
63
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 99.77M | 96.21M | 82.25M | 75.86M | 76.24M | 119.16M |
| Gross Profit | 63.74M | 62.12M | 53.67M | 46.75M | 46.91M | 28.85M |
| EBITDA | -7.46M | 3.61M | 1.53M | -45.24M | -124.18M | -16.65M |
| Net Income | -10.50M | -12.13M | -20.18M | -66.43M | -139.81M | -8.91M |
Balance Sheet | ||||||
| Total Assets | 400.91M | 405.88M | 399.49M | 412.71M | 450.23M | 552.60M |
| Cash, Cash Equivalents and Short-Term Investments | 81.00M | 88.93M | 104.58M | 44.18M | 62.70M | 69.87M |
| Total Debt | 14.86M | 17.90M | 30.17M | 33.83M | 43.71M | 26.88M |
| Total Liabilities | 28.68M | 34.00M | 50.58M | 75.05M | 86.04M | 76.24M |
| Stockholders Equity | 372.23M | 371.89M | 348.91M | 337.66M | 364.19M | 480.75M |
Cash Flow | ||||||
| Free Cash Flow | -1.79M | 10.64M | 5.20M | -18.88M | -18.87M | -13.22M |
| Operating Cash Flow | 17.90M | 20.11M | 8.43M | -12.50M | -8.49M | -4.84M |
| Investing Cash Flow | -46.19M | -71.54M | 58.30M | 17.84M | -58.12M | -12.64M |
| Financing Cash Flow | -15.83M | -10.92M | -6.78M | 10.59M | 16.32M | -2.78M |
BioLife Solutions Technical Analysis
Positive
20.11
Price Trends
23.28
Positive
22.12
Positive
23.98
Positive
Market Momentum
0.91
Positive
55.80
Neutral
16.60
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BLFS, the sentiment is Positive. The current price of 20.11 is below the 20-day moving average (MA) of 26.01, below the 50-day MA of 23.28, and below the 200-day MA of 23.98, indicating a bullish trend. The MACD of 0.91 indicates Positive momentum. The RSI at 55.80 is Neutral, neither overbought nor oversold. The STOCH value of 16.60 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BLFS.
BioLife Solutions Risk Analysis
BioLife Solutions disclosed 38 risk factors in its most recent earnings report. BioLife Solutions reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
BioLife Solutions Peers Comparison
UnderperformOutperform
Sector (51)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | $1.27B | -120.22 | -2.91% | ― | -5.48% | -666.94% | |
59 Neutral | $1.45B | -69.10 | -6.07% | ― | 4.03% | 70.55% | |
58 Neutral | $1.77B | -23.27 | -86.67% | ― | ― | -13.79% | |
54 Neutral | $1.07B | -6.03 | -10.69% | ― | -5.87% | -175.46% | |
53 Neutral | $201.79M | -5.71 | -246.44% | ― | 17.41% | -189.91% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% | |
48 Neutral | $1.16B | -7.27 | -68.83% | ― | 59.06% | -47.91% |
* Healthcare Sector Average
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BioLife Solutions Corporate Events
Business Operations and StrategyFinancial Disclosures
BioLife Highlights Strategy Shift in New Investor Presentation
Positive
Jun 3, 2026
On June 3, 2026, BioLife Solutions, Inc. released a new investor presentation that management plans to use at the Jefferies Global Healthcare Conference and other investor meetings, and also posted it on its investor relations website for broader ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.