Reading BLFS? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
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NASDAQHealth CareMedical Instruments & SuppliesSnapshot 2026-06-16
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is strong, but the company was unprofitable over the past year, so its earnings quality can't be assessed. Risk is elevated, and the sector backdrop is a headwind, which may impact future growth. Peer multiples imply a price about 64% below where it trades (it looks expensive on this basis); the read is rich, as it trades above peer multiples, and the longer horizon does not make that back through growth. Key factors to watch include guidance changes and the performance of sector bellwethers like ISRG, MDLN, and BDX. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 2 valuation methods, at three horizons. Current price $26.36. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $27, BLFS's earnings are too small for P/E to mean much; on sales it trades at 15× p/s (5.5× the 3× p/s peer median, and 1.3× even its own history). At a normal multiple the price implies ~66% near-term growth vs our ~9% forecast. That gap is an optionality premium a financial-multiple model can't price — our $16 fair value covers only the as-is business, low confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 66% near-term growth, well above our forecast of about 9%. This describes what's priced in, not a forecast of the move.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Flags: expensive valuation, a turbulent sector regime (Heating).
For similar setups historically (n=2,301): about 43% saw a 20%+ drawdown, and roughly 77% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 59% of the time over the next year (vs 52% for the rest of the cohort, n=2344).
Over the trailing year it converted -6.05x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates.
Not enough signal yet.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.03 → $0.06 (+140.0% / 30d). 0 raised, 0 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
Market and fundamentals agree. Analysts are positioned bullishly on a fundamentally strong name.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$186.
How much price usually moves either way.
On a bad day, this stock has moved -$436.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $3,696.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: This growth rate is crucial to meet full-year guidance. A miss could signal weakening demand.
Confirms:Q2 2026 revenue growth reported below 17% year over year.
Disproves:Q2 2026 revenue growth meets or exceeds 20% year over year.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for BLFS yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
No upside scenarios in the latest snapshot.
No downside scenarios in the latest snapshot.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On May 7, 2026, BioLife Solutions, Inc. (the “Company”) issued a press release announcing unaudited financial results and operational highlights for the first quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this current report on Form 8-K.
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Health Care Supplies.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
BLFS BioLife Solutions, Inc. | Above typical Show detailsSector percentile: 79 of 100 | expensive | elevated |
MDLN MEDLINE INC | — | full | moderate |
WST West Pharmaceutical Services | Above typical Show detailsSector percentile: 94 of 100 | expensive | moderate |
COO Cooper Companies (The) | Above typical Show detailsSector percentile: 77 of 100 | fair | moderate |
ALGN Align Technology | Above typical Show detailsSector percentile: 94 of 100 | fair | elevated |
Not investment advice. As of 2026-06-16.
via XLV
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on expanding revenue through market share and product portfolio growth.
Maintain gross margin in the mid-60% range through operational efficiencies.
Improve net income through operational efficiencies and revenue growth.
Enhance operating income through cost management and efficiency improvements.
Why it matters: New approvals can increase revenue and market share. Delays may show regulatory issues.
Confirms:At least 9 new product approvals announced within the next 12 months.
Disproves:No new product approvals announced in the next 12 months.
of this Current Report on Form 8-K and Exhibit 99.1 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.