Added to YB: 2026-06-08
Pitch date: 2026-06-04
WGS [bullish]
GeneDx Holdings Corp.
-7.22%
current return
Author Info
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Company Info
GeneDx Holdings Corp., a genomics company, provides genetic testing services. The company primarily offers pediatric and rare disease diagnostics with a focus on whole exome and genome sequencing, as well as data and information services.
Market Cap
$1.6B
Pitch Price
$56.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.4K
P/E
-19.42
EV/Sales
3.50
Sector
Health Care Providers and Services
Category
growth
Monthly Report - GeneDx Holdings Corp.
WGS (new position): Bought GeneDx at $51.27 post-crash after Q1'26 miss (rev $102.3M +17% YoY vs $114.1M est; EPS -$0.28 vs -$0.01). FY26 guide cut 12% to $475-490M; $31.3M impairment drove loss. Exome/genome volume +34% YoY. Casdin anchor + pediatric standard-of-care thesis intact; re-rating delayed to Q4'26/Q1'27.
Read full article (1 min)