BNGO — Stock Film
STOCK FILMSCENE 1/11BNGO · $1.22
Stock Expert AI presents
BNGO
Bionano Genomics, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Bionano Genomics, Inc. What it actually does.

Provides the Saphyr system for optical genome mapping (OGM). Offers consumables like Saphyr Chips and Bionano Prep Kits. Now — the numbers.

on the stock market since 2018
96 employees
$14M market value
WHERE DOES THE MONEY COME FROM?
48%Products
ProductsConsumable Revenue 25%Software Revenue 12%Instrument Revenue 12%Product and Service, Other 3%
48% of all revenue comes from a single line: Products.

The biggest line carries real weight, but it doesn’t decide everything on its own.

Revenue last year:
$28.5M
The loss that same year:
$26.4M
For every $1 it earns, the company spends $1.9.

The company is still in the product-building phase: its spending runs far above its sales. That only changes once the product starts selling at scale.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 12% a year over the last 4 years. Red columns mark years that ended in a loss.

$18M
2021
2022
2023
2024
$28.5M
2025
In the vault right now:
$13.3M
DEBT: $6.9M
At this pace, that money lasts less than a year.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 4 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Heavy investment in the future10/10
WEAK SPOTS
Thin trading in the shares3/10
The stock has lost its spark3/10
Costs eat into the margin4/10
WORTH WATCHING

Trading Liquidity: The shares change hands too rarely for smooth trading.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 100% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 4 years, sales grew about 12% a year on average.

2
THE BRIGHT SIDE · 2/3
The product is selling

Sales run at $28.5M a year. A small number, but proof the product has real buyers.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
Small sales, big loss

A loss of $26.4M against $28.5M in annual sales. And on top of that, sales fell from the year before.

2
THE RISKS · 2/2
The cash has a countdown

At the current pace of spending, the cash lasts less than a year. After that, the company needs to find new money.

FINALE · THE GRADE
F
20 / 100 · MoonshotScore

On our five-subject report card, BNGO sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: BNGO is a high-risk stock — not yet profitable, and its future rides on its product catching on.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (51/100) says the stock isn’t cheap.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Sep 12, 2026 · stockexpertai.com · Stock Film