BioLife Solutions (NASDAQ:BLFS) Posts Quarterly Earnings Results, Beats Estimates By $0.24 EPS

BioLife Solutions (NASDAQ:BLFS) posted its earnings results on Thursday. The medical equipment provider reported $0.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.02) by $0.24, FiscalAI reports. BioLife Solutions had a negative net margin of 3.20% and a positive return on equity of 0.97%. The company had revenue of $24.80 million during the quarter, compared to the consensus estimate of $24.01 million.

Here are the key takeaways from BioLife Solutions’ conference call:

• BioLife reported strong 2025 results with $96.2M revenue (+29%), Q4 revenue of $24.8M (+20%), and adjusted EBITDA of $25M (26% of revenue), reflecting improved profitability and operating leverage.
• BPM remains the core business (~85% of revenue) with top 20 BPM customers contributing ~80% of BPM revenue; BPM products are embedded in 16 approved therapies and represent >70% share of relevant U.S. CGT trials (≈80% in Phase 3), giving high visibility into recurring demand.
• Gross margins weakened to the mid‑60s due to a product mix shift toward lower‑margin bags and lower bag yields (a ~2–3 point headwind in H2 2025); remediation requires a 90‑day customer notification and inventory sell‑through, with improvement expected around Q4 2026.
• 2026 guidance calls for $112.5–115M revenue (17–20% growth), mid‑sixties gross margin, expected first full‑year GAAP net income, and further adjusted EBITDA margin expansion.
• Management is pursuing cross‑sell, targeted M&A, minority investments and partnerships (e.g., Qkine cytokine deal, PanTHERA acquisition, Pluristyx investment) to broaden offerings and potentially boost revenue per patient dose 2–3x, but adoption timelines make near‑term impact uncertain.

BioLife Solutions Stock Up 0.0%

Shares of NASDAQ BLFS traded up $0.01 during midday trading on Thursday, hitting $22.48. The stock had a trading volume of 721,657 shares, compared to its average volume of 352,572. BioLife Solutions has a 1 year low of $19.10 and a 1 year high of $29.62. The company has a market capitalization of $1.08 billion, a PE ratio of -321.10 and a beta of 1.92. The stock has a 50 day simple moving average of $23.90 and a 200-day simple moving average of $25.21.

Insiders Place Their Bets

In related news, Director Amy Duross sold 2,000 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $24.60, for a total transaction of $49,200.00. Following the completion of the sale, the director owned 18,687 shares of the company’s stock, valued at approximately $459,700.20. This represents a 9.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Troy Wichterman sold 990 shares of the stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $25.59, for a total transaction of $25,334.10. Following the completion of the sale, the chief financial officer owned 150,746 shares of the company’s stock, valued at approximately $3,857,590.14. The trade was a 0.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 37,802 shares of company stock valued at $967,191 in the last ninety days. Insiders own 2.20% of the company’s stock.

Institutional Investors Weigh In On BioLife Solutions

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. The Manufacturers Life Insurance Company grew its holdings in BioLife Solutions by 2.7% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 20,764 shares of the medical equipment provider’s stock valued at $447,000 after buying an additional 555 shares in the last quarter. Thrivent Financial for Lutherans grew its holdings in shares of BioLife Solutions by 2.6% in the second quarter. Thrivent Financial for Lutherans now owns 27,278 shares of the medical equipment provider’s stock valued at $588,000 after purchasing an additional 702 shares during the period. Quarry LP increased its position in BioLife Solutions by 50.9% during the third quarter. Quarry LP now owns 2,113 shares of the medical equipment provider’s stock worth $54,000 after purchasing an additional 713 shares during the last quarter. Millennium Management LLC raised its stake in BioLife Solutions by 2.9% during the third quarter. Millennium Management LLC now owns 27,698 shares of the medical equipment provider’s stock worth $707,000 after purchasing an additional 783 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in BioLife Solutions by 4.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,422 shares of the medical equipment provider’s stock valued at $489,000 after purchasing an additional 914 shares during the last quarter. Institutional investors and hedge funds own 93.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently commented on BLFS shares. Northland Securities set a $34.00 target price on BioLife Solutions in a research note on Monday, January 5th. Weiss Ratings reissued a “sell (d-)” rating on shares of BioLife Solutions in a report on Wednesday, January 21st. HC Wainwright reaffirmed a “buy” rating and set a $32.00 price objective on shares of BioLife Solutions in a research note on Monday, December 29th. Zacks Research raised shares of BioLife Solutions from a “hold” rating to a “strong-buy” rating in a report on Friday, January 23rd. Finally, Wall Street Zen lowered shares of BioLife Solutions from a “buy” rating to a “hold” rating in a research report on Sunday, November 30th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $32.00.

BioLife Solutions Company Profile

BioLife Solutions (NASDAQ:BLFS) specializes in biopreservation and cold chain workflow solutions for cell and gene therapies, regenerative medicine and other advanced biologics. The company develops and markets proprietary cryopreservation media and technology platforms designed to maintain cell viability and functionality during processing, storage and transport. BioLife’s product portfolio addresses critical steps in the manufacturing and distribution of cell-based products, helping life science researchers and biopharmaceutical manufacturers protect and preserve living cells.

The company’s flagship offerings include CryoStor, a family of serum-free cryopreservation media; HypoThermosol, a hypothermic storage solution for short-term cell and tissue preservation; and the ThawSTAR system, an automated cell thawing instrument that delivers controlled and reproducible warming of frozen cell therapies.