Ginkgo Bioworks (NYSE:DNA) Posts Earnings Results, Beats Expectations By $0.38 EPS

Ginkgo Bioworks (NYSE:DNA) released its quarterly earnings results on Thursday. The company reported ($1.42) EPS for the quarter, beating the consensus estimate of ($1.80) by $0.38, FiscalAI reports. Ginkgo Bioworks had a negative net margin of 188.00% and a negative return on equity of 51.15%. The firm had revenue of $33.40 million for the quarter, compared to analyst estimates of $37.57 million.

Here are the key takeaways from Ginkgo Bioworks’ conference call:

• Strategic refocus on autonomous labs — Ginkgo plans to divest its biosecurity unit to concentrate capital and management on building and commercializing large autonomous labs, while retaining a minority stake in the spun‑off business.
• Commercial traction and scale-up — The company is expanding its Boston “Nebula” system from ~50 to ~100 racks and announced a $47 million DOE/PNNL contract to build a 97‑robot autonomous lab, demonstrating institutional demand and a pathway to system sales.
• Sharper cash profile with explicit burn target — After a 55% reduction in cash burn to $171M in 2025, Ginkgo is guiding 2026 cash burn of $125M–$150M while reinvesting in AI, robotics and its frontier lab.
• Revenue softness and limited top‑line visibility — Cell engineering revenue declined (Q4 down ~26%; full‑year down year‑over‑year) and management declined to provide 2026 revenue guidance, prioritizing cash‑burn metrics instead.

Ginkgo Bioworks Stock Performance

DNA opened at $9.66 on Friday. The company has a market cap of $585.30 million, a price-to-earnings ratio of -1.55 and a beta of 1.55. Ginkgo Bioworks has a one year low of $5.00 and a one year high of $17.58. The business’s fifty day moving average is $9.17 and its two-hundred day moving average is $10.61.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ginkgo Bioworks in a research report on Wednesday, January 21st. Wall Street Zen lowered shares of Ginkgo Bioworks from a “hold” rating to a “sell” rating in a research note on Saturday, November 8th. Finally, TD Cowen cut their target price on Ginkgo Bioworks from $14.00 to $12.00 and set a “buy” rating on the stock in a research report on Thursday, January 8th. One equities research analyst has rated the stock with a Buy rating and two have given a Sell rating to the stock. According to MarketBeat, Ginkgo Bioworks has an average rating of “Reduce” and an average target price of $10.50.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of DNA. Quarry LP purchased a new stake in Ginkgo Bioworks in the 3rd quarter valued at approximately $29,000. Raymond James Financial Inc. acquired a new position in shares of Ginkgo Bioworks in the second quarter worth $29,000. Daiwa Securities Group Inc. purchased a new stake in shares of Ginkgo Bioworks in the second quarter valued at $71,000. New York State Common Retirement Fund purchased a new stake in shares of Ginkgo Bioworks in the second quarter valued at $138,000. Finally, Atom Investors LP acquired a new stake in shares of Ginkgo Bioworks during the fourth quarter valued at $105,000. 78.63% of the stock is currently owned by institutional investors and hedge funds.

Ginkgo Bioworks Company Profile

Ginkgo Bioworks, Inc is a synthetic biology company that designs custom microbes for customers across a range of industries. Utilizing a proprietary organism foundry platform, the company engineers cells to produce high-value chemicals, enzymes, and other biological materials. By integrating automation, data analytics and machine learning, Ginkgo Bioworks seeks to accelerate the development of biologically derived solutions at industrial scale.

The company’s services span the entire development cycle, from genetic design and strain optimization to fermentation and downstream processing.