Ginkgo Bioworks (NYSE:DNA) Announces Quarterly Earnings Results, Beats Estimates By $0.38 EPS

Ginkgo Bioworks (NYSE:DNA) posted its earnings results on Thursday. The company reported ($1.42) earnings per share for the quarter, topping analysts’ consensus estimates 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 business 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

NYSE:DNA traded up $0.28 during mid-day trading on Thursday, reaching $9.66. The stock had a trading volume of 871,590 shares, compared to its average volume of 1,071,139. The stock has a market capitalization of $585.30 million, a P/E ratio of -1.55 and a beta of 1.55. The firm has a 50 day moving average price of $9.17 and a two-hundred day moving average price of $10.61. Ginkgo Bioworks has a one year low of $5.00 and a one year high of $17.58.

Institutional Investors Weigh In On Ginkgo Bioworks

A number of hedge funds have recently made changes to their positions in the business. Shay Capital LLC grew its stake in shares of Ginkgo Bioworks by 6.2% in the second quarter. Shay Capital LLC now owns 19,382 shares of the company’s stock worth $218,000 after purchasing an additional 1,124 shares during the last quarter. Deutsche Bank AG lifted its holdings in Ginkgo Bioworks by 3.5% in the 4th quarter. Deutsche Bank AG now owns 35,689 shares of the company’s stock worth $297,000 after buying an additional 1,207 shares during the period. Price T Rowe Associates Inc. MD lifted its holdings in Ginkgo Bioworks by 2.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 94,873 shares of the company’s stock worth $789,000 after buying an additional 1,869 shares during the period. Quarry LP bought a new stake in shares of Ginkgo Bioworks in the 3rd quarter worth approximately $29,000. Finally, Verition Fund Management LLC increased its stake in shares of Ginkgo Bioworks by 2.4% during the third quarter. Verition Fund Management LLC now owns 96,419 shares of the company’s stock valued at $1,406,000 after buying an additional 2,265 shares during the period. 78.63% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the company. TD Cowen lowered their price objective 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. Wall Street Zen cut Ginkgo Bioworks from a “hold” rating to a “sell” rating in a report on Saturday, November 8th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Ginkgo Bioworks in a research report on Wednesday, January 21st. One investment analyst has rated the stock with a Buy rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Ginkgo Bioworks currently has a consensus rating of “Reduce” and a consensus price target of $10.50.

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.