Thesis status
NEEDS_MORE_DATA → INTACT
Current stock research snapshot · 7/31/26 26 days old
NAUTNautilus Biotechnology
Investment conviction●●○○○2 of 5 · current snapshot
Research target$3.92Current stock price target
Investment thesis statusINTACTLast reviewed 7/31/26
Market cap$131MSnapshot value · 7/31/26
Research history
See all NAUT changes ↗What changed
Healthspan taxonomy seed — see taxonomy_path
Nautilus Biotechnology proteomics platform commercial launch; Q2 2026 earnings; instrument placement milestones; pharma partnerships
Thesis breaks if whole-proteome assay stays indefinitely deferred (missed 2027 target spec), pre-revenue runway (<12 months going concern language) forces dilution, or Olink/Thermo competitive position strengthens. (vault 2026-08)
Bullish — Long-term $10T potential via proteoform assays for precision medicine/longevity; held in multibagger portfolio. [X search Aug 2026]
Snapshot · 7/31/26🟡 Mixed · ins+$0.6M(19buy👥) · 13F 18+/4-×0.5 · short↓0.33
Snapshot · 7/31/26