Target
$19.43 → $19
Current stock research snapshot · 7/31/26 26 days old
ONTOxford Nanopore Technologies
Investment conviction●●○○○2 of 5 · current snapshot
Research target$19Current stock price target
Investment thesis statusINTACTLast reviewed 7/31/26
Market cap$731MSnapshot value · 7/31/26
Research history
See all ONT changes ↗What changed
Thesis status
NEEDS_MORE_DATA → INTACT
Healthspan taxonomy seed — see taxonomy_path
Oxford Nanopore Q2 2026 trading update; PromethION instrument placements; Duplex sequencing accuracy milestone; clinical diagnostic adoption
Thesis breaks if H2 2026 16-20% cc growth misses or GM stalls below ~60% (FY27 breakeven/FY28 FCF guides), Clinical growth decelerates toward Research ~5%, or Illumina/PacBio close the epigenetic-sequencing gap. (vault 2026-08)
Bullish — Chronically undervalued with strong LSE potential after extensive research. [X search Aug 2026]
Snapshot · 7/31/26🟢 Confirmed · ins+$0.6M(3buy👥)→0.1M · 13F 16+/7-×0.5 · short↓0.27
Snapshot · 7/31/26