BioLife Solutions (NASDAQ:BLFS) Issues Quarterly Earnings Results

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

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 Price Performance

Shares of BLFS stock traded up $0.01 during trading hours on Thursday, reaching $22.48. 721,657 shares of the stock were exchanged, compared to its average volume of 352,572. BioLife Solutions has a 12-month low of $19.10 and a 12-month high of $29.62. The business’s fifty day moving average is $23.90 and its two-hundred day moving average is $25.21. The firm has a market capitalization of $1.08 billion, a P/E ratio of -321.10 and a beta of 1.92.

Insiders Place Their Bets

In other news, Director Amy Duross sold 2,000 shares of the company’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $24.60, for a total transaction of $49,200.00. Following the completion of the transaction, the director directly 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Troy Wichterman sold 990 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $25.59, for a total value of $25,334.10. Following 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 SEC filing for this sale provides additional information. Insiders sold a total of 37,802 shares of company stock worth $967,191 over the last 90 days. Company insiders own 2.20% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. T. Rowe Price Investment Management Inc. raised its stake in BioLife Solutions by 27.4% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 5,180,824 shares of the medical equipment provider’s stock worth $125,273,000 after acquiring an additional 1,113,972 shares in the last quarter. Invesco Ltd. increased its position in shares of BioLife Solutions by 9.2% during the fourth quarter. Invesco Ltd. now owns 3,932,191 shares of the medical equipment provider’s stock worth $95,080,000 after purchasing an additional 332,747 shares in the last quarter. XTX Topco Ltd boosted its position in shares of BioLife Solutions by 280.4% in the 4th quarter. XTX Topco Ltd now owns 36,262 shares of the medical equipment provider’s stock valued at $877,000 after purchasing an additional 26,729 shares during the period. SummitTX Capital L.P. acquired a new position in BioLife Solutions during the fourth quarter worth approximately $1,747,000. Finally, Sandler Capital Management purchased a new stake in BioLife Solutions in the fourth quarter valued at approximately $765,000. 93.24% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

BLFS has been the topic of a number of recent analyst reports. Wall Street Zen cut shares of BioLife Solutions from a “buy” rating to a “hold” rating in a research report on Sunday, November 30th. Zacks Research raised shares of BioLife Solutions from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 23rd. Weiss Ratings reiterated a “sell (d-)” rating on shares of BioLife Solutions in a report on Wednesday, January 21st. Northland Securities set a $34.00 price objective on BioLife Solutions in a research note on Monday, January 5th. Finally, UBS Group reiterated a “buy” rating on shares of BioLife Solutions in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, BioLife Solutions currently has a consensus rating of “Moderate Buy” and a consensus target price of $32.00.

About BioLife Solutions

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.