BioLife Solutions (BLFS)
NASDAQ:BLFS
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BioLife Solutions
(NASDAQ:BLFS)
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Rating:64Neutral
Price Target:
$20.00
▼(-0.55% Downside)
Action:ReiteratedDate:03/04/26
BLFS scores in the mid-range driven by improving fundamentals (growth, strong balance sheet, and positive free cash flow) and constructive 2026 guidance pointing to GAAP profitability. This is tempered by weak technical trend signals and a negative P/E that reflects still-unproven GAAP earnings durability.
Positive Factors
Sustained revenue growth and clear multi-year guidance
BioLife's revenue grew ~29% in 2025 and management guides 17%–20% growth for 2026. That multi-year top-line trajectory reflects durable demand for consumable biopreservation products and improved commercial mix, supporting predictable recurring revenue over the next 2–6 months and beyond.
Negative Factors
Customer and product concentration
A large share of revenue comes from BPM and a small set of customers, creating structural demand concentration. That increases revenue volatility, pricing and renewal risk, and operational dependence on a few relationships, limiting durable revenue diversification over the next several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained revenue growth and clear multi-year guidance
BioLife's revenue grew ~29% in 2025 and management guides 17%–20% growth for 2026. That multi-year top-line trajectory reflects durable demand for consumable biopreservation products and improved commercial mix, supporting predictable recurring revenue over the next 2–6 months and beyond.
Read all positive factors
BioLife Solutions (BLFS) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$953.44M
Dividend YieldN/A
Average Volume (3M)363.00K
Price to Earnings (P/E)―
Beta (1Y)1.49
Revenue Growth-18.82%
EPS Growth92.56%
CountryUS
Employees159
SectorHealthcare
Sector Strength45
IndustryMedical - Instruments & Supplies
Share Statistics
EPS (TTM)0.04
Shares Outstanding48,300,000
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 Cap1.01
Enterprise Value/Revenue10.02
Enterprise Value/Gross Profit15.52
Enterprise Value/Ebitda-120.19
Forecast
1Y Price Target
$33.20Price Target Upside65.09% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)0.14
Revenue Forecast (FY)$112.85M
BioLife Solutions Business Overview & Revenue Model
Company Description
BioLife Solutions, Inc. develops, manufactures, and supplies bioproduction tools and services for the cell and gene therapy industry in the United States, Canada, Europe, the Middle East, Africa, and internationally. The company's products are use...
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:Feb 26, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:May 07, 2026
Earnings Call Sentiment Positive
The call highlights strong top-line growth (29% YoY), significant improvement in adjusted EBITDA and a return to profitability, strengthened liquidity after divesting a product line, and clear 2026 guidance signaling continued growth and expected GAAP profitability. Notable challenges include a decline in gross margin driven by product mix and bag-yield issues (a 2–3 point gross margin headwind in H2 2025), customer/product concentration, a one-time tax true-up that boosted margins, and longer adoption cycles for strategic cross-sell and partnership initiatives. On balance, operational execution, cash position, market leadership in BPM, and improved profitability outweigh the headwinds, though the margin and concentration risks merit monitoring.Positive Updates
Strong Revenue Growth
Total 2025 revenue grew 29% year-over-year to $96.2M; Q4 2025 revenue was $24.8M, up 20% year-over-year and landing at the high end of guidance.
Negative Updates
Decline in Gross Margin
Adjusted gross margin decreased to 66% for full-year 2025 (from 69% in 2024) and 64% in Q4 2025 (vs. 67% prior-year), driven by product mix shift toward lower-margin bags and lower bag yields in H2.
Read all updates
Q4-2025 Updates
Positive
Negative
Strong Revenue Growth
Total 2025 revenue grew 29% year-over-year to $96.2M; Q4 2025 revenue was $24.8M, up 20% year-over-year and landing at the high end of guidance.
Read all positive updates
Company Guidance
BioLife guided 2026 revenue of $112.5–$115.0 million (growth of 17%–20% vs 2025 revenue of $96.2M, which rose 29% YoY), expects GAAP and adjusted gross margins in the mid‑60s (vs 2025 adjusted gross margin of 66% and Q4’s 64%), anticipates further adjusted EBITDA margin expansion versus 2025’s $25.0M (26% of revenue; Q4 adjusted EBITDA $6.9M, 28%), and expects to report positive full‑year GAAP net income for the first time; the outlook is driven by demand from BPM customers and increased uptake of other tools, assumes commercial customers will represent ~50%–55% of revenue in 2026 (up from roughly 50% in 2025 and the low‑40s in 2024), takes into account a ~2–3‑point bag‑yield headwind in H2/2025 that management expects to remediate with benefits around Q4 2026, and notes a strong balance sheet ($120.2M cash and marketable securities at 12/31/2025), SGD debt of $5.0M to be paid by June 2026 (plus a $1.2M balloon), and 48.3M shares outstanding (50.2M fully diluted).BioLife Solutions Financial Statement Overview
Summary
Income Statement
52
Neutral
Balance Sheet
78
Positive
Cash Flow
70
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 96.21M | 82.25M | 75.86M | 76.24M | 119.16M |
| Gross Profit | 62.12M | 53.67M | 46.75M | 46.91M | 28.85M |
| EBITDA | -9.38M | 1.53M | -45.24M | -124.18M | -16.65M |
| Net Income | -12.13M | -20.18M | -66.43M | -139.81M | -8.91M |
Balance Sheet | |||||
| Total Assets | 405.88M | 399.49M | 412.71M | 450.23M | 552.60M |
| Cash, Cash Equivalents and Short-Term Investments | 88.93M | 104.58M | 44.18M | 62.70M | 69.87M |
| Total Debt | 17.90M | 30.17M | 33.83M | 43.71M | 26.88M |
| Total Liabilities | 34.00M | 50.58M | 75.05M | 86.04M | 76.24M |
| Stockholders Equity | 371.89M | 348.91M | 337.66M | 364.19M | 480.75M |
Cash Flow | |||||
| Free Cash Flow | 10.64M | 5.20M | -18.88M | -18.87M | -13.22M |
| Operating Cash Flow | 20.11M | 8.43M | -12.50M | -8.49M | -4.84M |
| Investing Cash Flow | -71.54M | 58.30M | 17.84M | -58.12M | -12.64M |
| Financing Cash Flow | -10.92M | -6.78M | 10.59M | 16.32M | -2.78M |
BioLife Solutions Technical Analysis
Neutral
20.11
Price Trends
20.74
Negative
22.86
Negative
23.81
Negative
Market Momentum
-0.22
Negative
51.76
Neutral
72.10
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BLFS, the sentiment is Neutral. The current price of 20.11 is above the 20-day moving average (MA) of 19.40, below the 50-day MA of 20.74, and below the 200-day MA of 23.81, indicating a neutral trend. The MACD of -0.22 indicates Negative momentum. The RSI at 51.76 is Neutral, neither overbought nor oversold. The STOCH value of 72.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 |
|---|---|---|---|---|---|---|---|
64 Neutral | $953.44M | -95.19 | -3.40% | ― | -18.82% | 92.56% | |
57 Neutral | $1.02B | -24.75 | -3.39% | ― | -9.49% | 58.97% | |
52 Neutral | $1.31B | -14.54 | -23.24% | ― | -32.42% | -540.37% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% | |
48 Neutral | $1.04B | -9.54 | -68.83% | ― | 62.06% | -41.97% | |
47 Neutral | $1.27B | -12.71 | -73.46% | ― | ― | -40.63% | |
46 Neutral | $151.53M | -5.36 | -178.57% | ― | 30.55% | -340.19% |
* Healthcare Sector Average
BLFS
BioLife Solutions
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-9.63%
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BioLife Solutions Corporate Events
Business Operations and StrategyFinancial DisclosuresM&A Transactions
BioLife Solutions Highlights Growth and Strategic Refocus in Presentation
Positive
Mar 2, 2026
On March 2, 2026 BioLife Solutions issued an investor presentation outlining its current positioning as a leading provider of biopreservation media and cell processing tools for cell-based therapies, highlighting its mission to protect cell integr...
Executive/Board Changes
BioLife Solutions announces planned retirement of key executive
Neutral
Jan 9, 2026
On January 8, 2026, BioLife Solutions, Inc. announced that its Chief Quality and Operations Officer, Karen Foster, will retire from her role effective March 31, 2026. The company emphasized that her retirement is not due to any disagreement regard...
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.