GeneDx turns patients' genetic data into personalized health roadmaps using AI, like a GPS for your DNA that helps doctors choose treatments.
Revenue hit USD 0.43B in 2025 with a 69.74% gross margin, but net income was negative at USD -0.02B; the business is still unprofitable overall.
Its Centrellis platform and longitudinal genomic datasets create switching costs for clinicians, but Illumina and Invitae offer similar sequencing and analytics, and the moat is eroding as AI commoditizes interpretation.
Hold (sector percentile 56) — value C-, growth D-, profitability C+, momentum B, revisions A+. Updated daily, sector-relative, identical for every user.
Key events, in time order
Significant institutional buying signals confidence in long-term value
Stock fell then rallied post-earnings; Canaccord raises PT on DCF; options IV increases
Multiple law firms remind investors of securities fraud claims; Aug 3 is lead plaintiff deadline
Multiple law firms remind investors of Aug 3 deadline for lead plaintiff
Per SEC filing, BNY Mellon increased holdings by 87,922 shares, up 38.6% in Q1.
Institutional investor discloses increased stake in 13F filing, showing confidence
Company announces earnings date, coinciding with class action deadline, may affect market sentiment.
Insiders bought heavily after 50% post-earnings drop, nearly erasing the dip
Largest insider purchase ever; stock down 35% in past month
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