Company Sees FY26 Revenue at $350M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy FLGT?
Sees FY26 revenue $350M, consensus $356.29M. Sees FY26 cash, cash equivalents, restricted cash, and investments in marketable securities of approximately $685M. Paul Kim, CFO, said, "In 2025, we demonstrated strong momentum as we delivered growth in our laboratory services business and drove margin improvements due to streamlined operations and enhanced efficiencies. As we look to 2026, our revenue guidance reflects the impact of our largest customer moving a significant volume of its work in-house, but we believe the strategic initiatives we have made coupled with potential contribution from the acquisition of Bako and Strata Dx will help partially or fully offset this impact in the second half of the year. We have a strong cash position, and believe we are well positioned for longer term growth."
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Analyst Views on FLGT
Wall Street analysts forecast FLGT stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 13.790
Low
30.00
Averages
32.50
High
35.00
Current: 13.790
Low
30.00
Averages
32.50
High
35.00
About FLGT
Fulgent Genetics, Inc. is a technology-based company with a laboratory services business and a therapeutic development business. Its laboratory services business includes technical laboratory and testing services and professional interpretation of laboratory results by licensed physicians. Its therapeutic development business is focused on developing drug candidates for treating a range of cancers using a novel nanoencapsulation and targeted therapy platform designed to improve the therapeutic window and pharmacokinetic profile of new and existing cancer drugs. Its testing services include comprehensive anatomic pathology testing services, including gastrointestinal pathology, dermatopathology, urologic pathology, breast pathology, neuropathology, and hematopathology, and precision diagnostics testing services, including next-generation sequencing (NGS), tests for biopharma research and clinical tests for rare disease, hereditary cancer, reproductive health, and many other diseases.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Poor Financial Performance: Fulgent's financial results released on February 27, 2026, revealed lower-than-expected performance for Q4 and the full year 2025, particularly with disappointing guidance for 2026 due to its largest customer moving significant work in-house.
- Stock Price Plunge: Following this news, Fulgent's stock price fell by $9.43, or 38.09%, closing at $15.33 per share on February 27, 2026, reflecting the market's pessimism regarding the company's future prospects.
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- Securities Fraud Investigation: Pomerantz LLP is investigating whether Fulgent Genetics has engaged in securities fraud or other unlawful business practices, which could undermine investor confidence and lead to further declines in stock price.
- Poor Financial Performance: Fulgent's financial results released on February 27, 2026, revealed lower-than-expected performance for Q4 and the full year 2025, particularly with disappointing guidance for 2026 due to its largest customer moving significant work in-house.
- Stock Price Plunge: Following this news, Fulgent's stock price fell by $9.43, or 38.09%, closing at $15.33 per share on February 27, 2026, reflecting the market's pessimism regarding the company's future prospects.
- Potential Legal Consequences: Should the investigation confirm misconduct by Fulgent and its executives, the company may face class action lawsuits, further damaging its reputation and impacting future financing capabilities.
See More
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- Earnings Miss: Fulgent Genetics reported approximately $322.7 million in full-year 2025 revenue, slightly below the updated guidance, indicating pressure on the company's market position.
- Customer Concentration Risk: The transition of Fulgent's largest customer to in-house testing led to a decline in fourth-quarter revenue, with this customer accounting for 22% of total revenue in 2025, highlighting the risks associated with reliance on a single client.
- Uncertain Outlook: The anticipated significant impact on revenue in the first half of 2026 due to customer transition has shaken investor confidence in future performance, resulting in a decline in stock price.
- Legal Investigation Initiated: Johnson Fistel is investigating whether Fulgent complied with federal securities laws, encouraging investors who suffered losses from Fulgent stock to join the investigation for potential recovery.
See More
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See More
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- Revenue Growth: Fulgent Genetics reported fourth-quarter revenue of $83.3 million, a 9% year-over-year increase, with full-year revenue reaching $322.7 million, up 14%, indicating ongoing progress in laboratory services and therapeutic development.
- Technology Investment Returns: The launch of the proprietary imaging management system Eziopath, along with the integration of RNA whole genome sequencing and ultra-rapid sequencing, is expected to drive revenue and margin improvements, further solidifying the company's leadership in digital pathology and AI.
- Customer Concentration Risk: The transition of the largest customer to in-house processing is anticipated to result in revenue loss, but management expects to offset this through acquisitions of Bako and StrataDx, projecting additional revenue of $50 to $55 million from these deals.
- Future Outlook: Projected revenue for 2026 is $350 million, representing an 8.5% year-over-year growth, and despite facing margin pressure, management maintains strong confidence in their technology platform and product innovations, which are expected to support long-term revenue growth and improved operating leverage.
See More
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