TKNO · NASDAQ · Drug Manufacturers - Specialty & Generic

Alpha Teknova

Makes catalog and custom reagents for therapy, vaccine, diagnostic, and research workflows.

$7.12
After-hours close+0.01 (+0.14%)
At close$7.11(−2.74%)
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Profile

Alpha Teknova, Inc.TKNOHealth Care

Sells lab-essential and clinical-solution reagents, including media plates, culture media, supplements, and molecular biology products. Revenue is mostly U.S.-based, and execution depends on fast-turnaround formulation, quality systems, and manufacturing capacity at its Hollister campus.

Supplies catalog and custom reagents for life-science workflows, with Lab Essentials covering routine and customer-specified formulations and Clinical Solutions covering custom GMP-grade products. Product types include pre-poured media plates, liquid microbial culture media and supplements, and molecular biology reagents.

Serves pharmaceutical and biotechnology companies, CDMOs, diagnostic franchises, academic institutions, and government research institutions. Customer revenue is concentrated in the United States, while the business operates from a Hollister manufacturing campus with formulation, dispensing, packaging, quality-control, inventory, warehouse, and clean-room capacity.

Competes on turnaround time, product performance, and quality against large life-science suppliers, niche reagent makers, and customers that can produce similar inputs in-house. Clinical work depends on quality-system capabilities for components used in diagnostic and therapeutic products.

Company facts

CEOStephen Gunstream
ListedJun 25, 2021
ExchangeNASDAQ
HeadquartersHollister, CA
CountryUnited States
Employees158
CIK0001850902
ISINUS02080L1026

Key statistics

Market cap$381.7M
EPS (ttm)−$0.3150
P/E (ttm)−22.60
ROE-24.9%
P/B6.10
P/S8.74
Dividend yield
Beta1.41vs XLV 0.74

Year to date +82.3% · Average volume (30d) 224.2K

Analysts

Price target, next 12 months$7.50+5.3%Median of 3 analysts · vs the Aug 28 close
ConsensusBuy3 of 3 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingTarget
Aug 11, 2026BTIGUpgradeNeutralBuy$8
Aug 5, 2026Roth CapitalInitiateBuy$7

Earnings

EPS

Estimate−$0.06
ReportedDue Nov 5, 2026

Revenue

Estimate$11.7M
ReportedDue Nov 5, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26−$0.08−$0.06+28.8%$11.0M$12.2M+11.3%+16.40%
May 6, 2026Q1 FY26−$0.09−$0.08+13.6%$10.2M$11.1M+8.3%+9.89%
Feb 26, 2026Q4 FY25−$0.09−$0.090.0%$9.7M$10.0M+3.0%+13.16%
Nov 6, 2025Q3 FY25−$0.09−$0.08+14.7%$9.6M$10.5M+8.7%−2.08%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$9.8M$10.3M$10.5M$10.0M$11.1M$12.2M
Gross profit$3.0M$4.0M$3.2M$3.2M$3.5M$4.9M
Operating income−$5.0M−$3.4M−$4.0M−$4.6M−$4.3M−$2.9M
Net income−$4.6M−$3.6M−$4.3M−$4.8M−$4.6M−$3.2M
Diluted EPS−$0.09−$0.07−$0.08−$0.09−$0.09−$0.06
Gross margin30.7%38.7%30.7%32.5%31.6%40.1%
Operating margin-50.7%-32.9%-38.4%-46.2%-38.8%-23.7%

Fiscal years (4-quarter sums)FY21 $36.9M · FY22 $41.4M · FY23 $36.7M · FY24 $37.7M · FY25 $40.5M

Revenue by product · Q2 FY26

Lab Essentials$9.2M · 75%
Clinical Solutions$2.4M · 20%
Other Product$573.0K · 5%

Revenue by geography · Q2 FY26

United States$11.7M · 96%
Non-US$526.0K · 4%

Balance sheet, Jun 30, 2026Cash & short-term investments $17.4M · Total debt $27.4M · Total assets $95.9M · Shareholders' equity $62.6M

Dividends

No dividends on record.

Ownership

Institutions 14.24%7.63M sharesInsiders 1.23%659.8K sharesOther 84.53%45.32M shares

Shares outstanding 53.61M · Float 10.85M · 20.2% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Roubaix Capital, LLC1.88M3.51%13FMay 6, 2026
Royce & Associates LP1.07M1.99%13FMay 12, 2026
BlackRock, Inc.716.8K1.34%13FMay 13, 2026
Millennium Management LLC447.1K0.83%13FMay 15, 2026
Vanguard Capital Management LLC441.9K0.82%13FMay 15, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 6, 2026Stephen Gunstreamdirector, officer: President and CEO+26,000$2.15
Mar 6, 2026Matthew Lowellofficer: Chief Financial Officer+40,000$2.19
View details

Peers

CompareAfter-hours close

CompanyPriceChange
Alpha Teknova$7.12+0.14%$381.7M8.7+18.5%
Thermo Fisher Scientific$620.01−0.32%$231.22B33.523.75.0+10.5%
Danaher$215.50−0.25%$151.89B38.424.36.0+5.5%
Median35.924.05.5+8.0%