Bio-Rad Gains 19.1% in the Past Month: Can Its Momentum Keep Building?

South Korean biotech stocks rose as the KOSDAQ rebounded. FromBio surged to the daily upper limit after trading resumed following a 5-for-1 reverse stock split, closing at 3,330 won (+29.82%). It reported 72.2b won revenue in 2025 and an 18.6b won operating loss. Curacle jumped over 18% on hopes of follow-on licensing after its $1.08b MT-103 deal.

Bio-Rad Laboratories’ Q2 2026 earnings call cited 10% sequential revenue growth, with year-over-year pressure from softer academic research and cautious biopharma demand. Management reaffirmed full-year currency-neutral revenue guidance of -3% to +0.5% and expects ddPCR instrument revenue up 20% and $30m to $35m net annual savings by 2027.

Bio-Rad Laboratories (BIO) said Q2 demand from academic and government customers stayed below historical levels, especially in the Americas, though NIH outlays are rising. It reported stabilization signs in biopharma, with China revenue down in the high teens and a ~$4M H2 headwind. Q2 non-GAAP EPS was $2.62. Gross margin was 53.1%. Bio-Rad reaffirmed 2026 guidance and announced restructuring with $30M-$35M annualized savings.

BIO-RAD LABORATORIES, INC. (BIO) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 bio-8k842026xex991.htm EX-99.1 Document Exhibit 99.1 Press Release Bio-Rad Reports Second -Quarter 2026 Financial Results HERCULES, Calif.—August 4, 2026 -- Bio-Rad Laboratories, Inc. (NYSE: BIO and BIO.B), a global leader in life science research and clinical diagnosti

Cloudflare (NET) and Palo Alto Networks (PANW) are key players in cybersecurity, with PANW reporting $3B in Q3 revenue and profitability, while NET grew 36% YoY but remains unprofitable. PANW has better margins and a lower P/S ratio (25 vs. 41), while NET shows faster organic growth. PANW's recent acquisitions and guidance suggest continued outperformance.

Intuit reported Q4 revenue of $4.354B, beating estimates, and crossed $20B in annual revenue for the first time. Shares fell 3.37% on guidance below expectations, as the company plans to invest in customer acquisition over short-term revenue growth. CEO Sasan Goodarzi emphasized scaling 'Big Bets' and reaccelerating customer growth. CFO Sandeep Aujla described the strategy as a 'reset to reaccelerate' and highlighted AI's role in defending core businesses.