Ginkgo Bioworks Holdings (DNA) AI Stock Analysis
Ginkgo Bioworks Holdings
(BMV:DNA)
No summary available
Ginkgo Bioworks Holdings (DNA) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 754.88M
- Dividend Yield
- ―
- Average Volume (3M)
- 7,048
- Price to Earnings (P/E)
- -2.2
- Beta (1Y)
- -0.34
- Revenue Growth
- -55.16%
- EPS Growth
- 15.73%
- Country
- Mexico
- Employees
- 485
- Sector
- Healthcare
- Sector Strength
- 51
- Industry
- Biotechnology
Ginkgo Bioworks Holdings Business Overview & Revenue Model
Company Description
Ginkgo Bioworks Holdings, Inc., together with its subsidiaries, develops a platform for cell engineering in the United States. It operates through the Cell Engineering and Biosecurity segments. The company offers cell engineering research and develop...
Ginkgo Bioworks Holdings Earnings Call Summary
The call balanced significant strategic and operational progress with near-term financial headwinds. Positives include major academic and national lab contracts, rapid expansion and scale demonstration of Nebula, a competitive ADME product with strong price/performance and a solid cash position plus a reduced long‑term Google Cloud commitment. Negatives include steep year‑over‑year revenue declines, wider GAAP losses and worse adjusted EBITDA in Q2, elevated quarter‑specific cash burn and ongoing excess lease costs. Management emphasizes cost discipline, a shift toward investing in autonomous labs and predictable cash burn guidance for 2026, but revenue recognition timing for automation deals and the need to further mature operations create near‑term uncertainty.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management reaffirmed full‑year 2026 cash‑burn guidance of $125 million to $150 million while saying they expect further cash‑burn improvement in H2; the company enters H2 with $302 million of cash and cash equivalents plus $87 million of restricted cash. Key Q2 and H1 metrics cited: Q2 revenue $20 million (down 48% YoY) and H1 revenue $40 million (down 49% YoY; ~42% decline ex. $7.5 million non‑cash BiomEdit item), R&D $30 million in Q2 (down 4% YoY), G&A $12 million in Q2 (down 26% YoY), net loss from continuing operations of $57 million in Q2 (vs $53 million prior year), and adjusted EBITDA of negative $36 million in Q2 (vs negative $25 million), which includes $14 million of excess‑lease carrying costs (up from $12 million). Cash‑burn was $45 million in Q2 and $93 million in the first half (down 3% from $96 million), noting a $17 million ATM raise (excluded from cash‑burn) and a $14 million Google Cloud payment in Q1 that raised near‑term burn; the Google Cloud reset reduced future minimum commitments by more than $100 million and extended the term from 3 to 6 years.
Ginkgo Bioworks Holdings Risk Analysis
Ginkgo Bioworks Holdings disclosed 69 risk factors in its most recent earnings report. Ginkgo Bioworks Holdings reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksGinkgo Bioworks Holdings Peers Comparison
Overall Rating
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 51Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
* Healthcare Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:DNA | Ginkgo Bioworks Holdings, Inc. | 117.00 | -172.00 | -59.52% |
Disclaimer
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