908 Devices (MASS) Q2 2026 Earnings Call Transcript
908 Devices (MASS) reported strong Q2 2026 results, with total revenue up 23% year-over-year to $16.1 million, driven by increased product volume for VipIR and the addition of NIRLAB revenue. The company significantly improved its Adjusted EBITDA loss by 50% to $1.9 million and raised its full-year 2026 revenue guidance to $68 million to $70 million. Key growth drivers include strong performance in U.S. state and local markets, strategic acquisition of NIRLAB, and increasing demand for its detection technologies, despite delays in the U.S. military's AVCAD program.
TG Therapeutics Conference: 908 Devices Bets on Handheld Drug, Chemical Detection
908 Devices, following the divestiture of its life-sciences business, is now exclusively focused on handheld chemical and drug detection technologies for public safety and defense markets. The company's products, including the MX908, VipIR, and NIRLab, offer rapid field analysis for synthetic opioids, toxic chemicals, and drug screening, addressing issues like lab backlogs and immediate response needs. With manufacturing capacity to scale and plans for a next-generation MX908, the company sees significant market opportunities and has a solid financial runway for growth.
908 Devices CEO Knopp sells $283,677 in common stock
Kevin J. Knopp, CEO of 908 Devices Inc. (NASDAQ: MASS), sold 27,622 shares of company stock for a total of approximately $283,677 through a Rule 10b5-1 trading plan. These sales occurred as the stock neared its 52-week high and InvestingPro analysis indicated the stock might be overvalued and in overbought territory. Despite this, the company recently reported better-than-expected Q2 2026 revenue and raised its full-year sales outlook, leading Stifel to increase its price target.
908 Devices (NASDAQ:MASS) Qualifies for Minervini Trend Template and High-Growth Momentum Screen
908 Devices (NASDAQ:MASS) has qualified for both the Minervini Trend Template and a high-growth momentum screen, indicating strong technical and fundamental performance. The company exhibits a confirmed uptrend with aligned moving averages and high relative strength, alongside improving revenue and EPS growth. While the stock shows strong trends, its setup quality for immediate entry is low due to recent volatility, suggesting a potential waiting period for a better entry point.
908 Devices (MASS) CEO offloads 27K shares under preset 10b5-1 plan
Kevin J. Knopp, President and CEO of 908 Devices Inc. (MASS), sold a total of 27,622 shares of common stock in August 2026 under a pre-established Rule 10b5-1 trading plan. The sales occurred on August 13 and August 17, at weighted average prices of $10.06 and $10.35 per share, respectively. An additional 541,223 shares are held indirectly by The Kevin J. Knopp Irrevocable Trust of 2018, where Knopp may be deemed a beneficial owner.
908 Devices CEO Knopp sells $283,677 in common stock
Kevin J. Knopp, CEO of 908 Devices Inc., sold 27,622 shares of company stock for approximately $283,677 through a pre-arranged trading plan in August 2026. These sales occurred as the stock neared its 52-week high, with the RSI suggesting overbought conditions. Despite the insider sales, the company recently reported better-than-expected Q2 2026 revenue and raised its full-year sales outlook, leading Stifel to increase its price target to $12.00.
908 Devices (NASDAQ: MASS) founder lines up new stock sale
Kevin Knopp, the founder of 908 Devices (NASDAQ: MASS), has filed a Form 144 to sell up to 20,000 shares of MASS common stock through Merrill Lynch. These shares are founder shares acquired in 2012. The filing also notes Knopp's previous sales of smaller blocks of common stock over the last three months, with the company having 37,813,621 shares outstanding as of August 17, 2026.
908 devices director Christopher Brown sells $169,800 in shares By Investing.com
Christopher D. Brown, a director at 908 Devices Inc. (NASDAQ:MASS), sold 20,000 shares of the company’s common stock for $169,800 on August 5, 2026, under a Rule 10b5-1 trading plan. Despite the sale, the stock has since rallied, trading above its Fair Value and near its 52-week high, with strong year-to-date performance. The company also reported stronger-than-expected Q2 2026 revenue, leading Stifel to raise its price target to $12.00 while maintaining a Buy rating.
908 devices director Christopher Brown sells $169,800 in shares
Christopher D. Brown, a director at 908 Devices Inc. (NASDAQ:MASS), sold 20,000 shares of company stock worth $169,800 on August 5, 2026, through a Rule 10b5-1 trading plan. Following the sale, Mr. Brown still holds 823,359 shares, and the stock has since rallied to $10.01. InvestingPro analysis indicates that MASS is trading above its Fair Value and has seen over 90% year-to-date gains, with Stifel raising its price target to $12.00 after the company reported stronger-than-expected Q2 2026 revenue.
Dimensional Fund Advisors LP Has $726,000 Stake in 908 Devices Inc. $MASS
Dimensional Fund Advisors LP significantly reduced its stake in 908 Devices Inc. by 51.8% in the first quarter, now holding 118,751 shares valued at $726,000. Despite the reduction, institutional investors collectively own a substantial 88.06% of the company. 908 Devices surpassed analyst expectations for revenue and EPS in its latest earnings report, though it remains unprofitable with a negative net margin.
908 Devices Inc. (MASS) Stock News Today
This article provides recent news and financial updates for 908 Devices Inc. (MASS). The company's stock closed at $10.010 with a slight decrease. Key news includes their Q2 2026 earnings report, showing a 23% increase in revenue and a narrowing EBITDA loss.
ARK Investment Management (MASS) reports 2.0M-share, 5.32% holding in 908 Devices
ARK Investment Management LLC and its CEO/CIO, Catherine D. Wood, have reported a beneficial ownership of 2,027,920 shares of 908 Devices Inc. common stock, which represents 5.32% of the outstanding class. The disclosure, filed as a Schedule 13G/A, indicates that ARK has sole voting and dispositive power over these shares, while Catherine D. Wood reports shared voting and dispositive power. The filing also notes that no other ARK client exceeds a 5% interest in these securities, with the exception of the ARK Genomic Revolution ETF.
AWM Investment Company reports 11.8% 908 Devices (MASS) ownership through Special Situations funds
AWM Investment Company has reported an 11.8% ownership stake in 908 Devices (MASS) through its Special Situations funds, as detailed in a recent SCHEDULE 13G/A SEC filing. This beneficial ownership amounts to 4,879,773 shares, with AWM holding sole voting and dispositive power over these shares distributed among various funds. David M. Greenhouse and Adam C. Stettner are identified as controlling principals of AWM and the general partners of the funds involved.
908 Devices (MASS) Stock Price Stalls As Handheld Growth Meets Loss Concerns
908 Devices (MASS) saw its stock price remain largely flat despite reporting a strong quarter in handheld revenue growth. While revenue increased and the adjusted EBITDA loss narrowed, concerns persist regarding the company's path to sustained profitability, heavy government exposure, and the lower margins of some upcoming orders. The article questions whether the current valuation is justified given the mix of growth and ongoing losses.
Stifel raises 908 Devices stock price target on Q2 beat, guidance
Stifel raised its price target for 908 Devices Inc. (NASDAQ:MASS) to $12.00 from $10.00, maintaining a Buy rating, following the company's strong second-quarter performance and revised full-year guidance. The analyst noted positive business momentum, expanding adoption opportunities, and an expected 23% revenue growth in fiscal 2026, despite some uncertainties regarding high-profile contract work. 908 Devices reported a 23% increase in Q2 2026 revenue to $16.1 million, exceeding forecasts, though it posted a wider-than-expected adjusted loss per share.
908 Devices Inc (MASS) (Q2 2026) Earnings Call Highlights: Strong Revenue Growth and Raised ...
908 Devices Inc. (MASS) reported strong Q2 2026 results with a 23% revenue increase to $16.1 million, driven by demand from US state and local customers. The company significantly improved profitability, cutting adjusted EBITDA loss by over 50% year-over-year, and raised its full-year 2026 revenue guidance to $68 million to $70 million. Key drivers include successful integration of NirLab, market share gains by VipIR, and a major ProtectIR order, despite some uncertainties with the AVCAD military program and modest recurring revenue growth.
Christopher Brown Sells 8,358 Shares of 908 Devices (NASDAQ:MASS) Stock
908 Devices Director Christopher Brown sold 8,358 shares of the company's stock for $77,144, reducing his ownership by 1.03%. This sale occurred under a pre-arranged Rule 10b5-1 plan. The company recently reported better-than-expected quarterly revenue and adjusted EPS, and raised the lower end of its 2026 revenue guidance, despite remaining unprofitable.
908 Devices (MASS) CEO Knopp sells 149K shares, reports 541K held via trust
Kevin J. Knopp, President and CEO of 908 Devices Inc. (MASS), reported selling 149,013 shares of common stock between August 10 and 12, 2026, under a Rule 10b5-1 trading plan. The sales occurred at weighted average prices ranging from $9.06 to $10.16 per share. Additionally, Knopp indirectly holds 541,223 shares through The Kevin J. Knopp Irrevocable Trust of 2018, where his brother-in-law acts as trustee with sole voting and dispositive control.
908 Devices (MASS) director Brown sells 17,800 shares in Rule 10b5-1 trades
908 Devices Inc. director Christopher D. Brown sold a total of 17,800 shares of common stock in two open-market transactions on August 10 and August 11, 2026. These sales, executed under a Rule 10b5-1 trading plan adopted in November 2025, involved weighted average prices of $9.03 and $9.23 per share, respectively. Following these transactions, Brown retains 805,559 shares of common stock in the company.
908 Devices to Present at the 17th Annual Midwest IDEAS Investor Conference
908 Devices Inc. announced that its CEO and CFO will present at the 17th Annual Midwest IDEAS Conference on August 26, 2026. The company, which specializes in handheld chemical analysis tools, will host investor meetings and webcast its presentation. This event provides an opportunity for investors to learn more about 908 Devices' technology and applications in health, safety, and defense.
908 Devices Reports Loss for Q2 2026, Misses Estimates
908 Devices Inc. (NASDAQ: MASS) reported a wider-than-expected Q2 2026 loss of $0.32 per share, missing consensus estimates of a $0.17 loss, despite revenue growing 23.0% year-over-year to $16.1M. The company's net loss was $11.9M due to investments in commercial infrastructure and product development, while its installed base of devices expanded to 4,101. Management provided full-year revenue guidance of $68.0M to $70.0M, and shares saw a muted reaction, indicating investor focus on long-term growth.
908 Devices Q2 2026 slides: 23% growth, profitability in sight
908 Devices Inc. reported a 23% year-over-year revenue growth in Q2 2026, exceeding Wall Street expectations, with revenue reaching $16.1 million. The company is nearing profitability, with management raising full-year 2026 revenue guidance to $68 million-$70 million and projecting positive adjusted EBITDA of $0.7 million in Q4 2026. This growth is driven by its focus on handheld chemical detection solutions, propelled by increasing global threats like the opioid crisis and rising defense spending, and bolstered by the recent acquisition of NIRLab.
908 Devices Inc. (MASS) Reports Q2 Loss, Tops Revenue Estimates
908 Devices Inc. (MASS) reported a Q2 loss of $0.11 per share, outperforming the Zacks Consensus Estimate of a $0.14 loss, and marking a +21.43% earnings surprise. The company's revenues reached $16.07 million, surpassing estimates by 5.92% and showing growth from $13.03 million a year ago. Despite market outperformance year-to-date, the stock currently holds a Zacks Rank #3 (Hold), indicating it's expected to perform in line with the market.
908 Devices (MASS) lifts 2026 revenue guidance after 23% Q2 sales growth
908 Devices Inc. (MASS) reported a strong Q2 2026 with revenue up 23% year-over-year to $16.1 million, driven by VipIR product demand and NIRLab contributions. The company also raised the low end of its full-year 2026 revenue guidance to $68.0–$70.0 million, representing 21%–25% growth over 2025. Despite a net loss from continuing operations of $11.9 million, its adjusted EBITDA loss significantly narrowed to $1.9 million, and it maintains a strong cash position of $101.5 million with no debt.
908 Devices Q2 2026 earnings: Revenue rises 23% as EBITDA loss narrows
908 Devices (NASDAQ: MASS) reported Q2 2026 revenue of $16.1 million, a 23% increase year-over-year, with its adjusted EBITDA loss significantly narrowing to $1.9 million. This improvement was driven by product sales growth and the NIRLab acquisition. Despite positive operational momentum and a strong balance sheet, the company remains unprofitable on a GAAP basis due to high operating expenses and acquisition-related costs.
908 Devices Reports Second Quarter 2026 Financial Results and Raises Low End of 2026 Revenue Outlook
908 Devices Inc. reported strong second-quarter 2026 financial results, with revenue increasing 23% year-over-year to $16.1 million and Adjusted EBITDA loss more than halved. The company also raised the low end of its full-year 2026 revenue outlook to $68.0 million, reflecting 21% to 25% growth. Key drivers included strong performance in the U.S. state and local market, with significant adoption of its VipIR product and the introduction of NIRLab.
908 Devices Inc. 2026: Revenue $16.07M, EPS ($0.32) — 10-Q Summary
908 Devices Inc. reported Q2 2026 results with revenue of $16.07 million, a 23.3% increase year-over-year, and a narrowed net loss of ($11.89 million). Diluted loss per share improved to ($0.32) from ($0.37) in the prior-year quarter. Revenue growth was driven by higher device sales and expanded recurring revenue, with product sales now accounting for 69% of total revenue.
908 Devices Secures $6M ProtectIR Order From Asia-Pacific Corrections Agency
908 Devices Inc. (Nasdaq: MASS) reported strong second-quarter 2026 financial results, with revenue increasing 23% year-over-year to $16.1 million and adjusted EBITDA loss narrowing by more than half. The company secured a $6 million ProtectIR order from an Asia-Pacific corrections agency and raised the lower end of its full-year 2026 revenue outlook to $68.0 million to $70.0 million, reflecting continued growth in its chemical analysis tools market.
MASS (MASS) investor Christopher Brown plans 100,000-share stock sale
Christopher Brown, an investor in MASS, has filed a Form 144 to sell 100,000 shares of MASS common stock, valued at $888,000.00. These shares were originally acquired as founder's shares and will be sold through Morgan Stanley Smith Barney LLC. The filing also notes prior sales made by Brown under a Rule 10b5-1 trading plan.
908 Devices | 4: Statement of changes in beneficial ownership of securities-Director Brown Christopher D.
This document is a statement of changes in beneficial ownership of securities for Director Christopher D. Brown of 908 Devices. It reports transactions related to his holdings in the company.
Insider Selling: 908 Devices (NASDAQ:MASS) Director Sells $169,800.00 in Stock
908 Devices (NASDAQ:MASS) Director Christopher Brown sold 20,000 shares of the company's stock on August 5th for $169,800. This transaction, executed under a pre-arranged Rule 10b5-1 trading plan, reduced his ownership by 2.37% to 823,359 shares. The stock is currently trading at $8.88, near its 12-month high, and has a mixed analyst sentiment with an average "Hold" rating.
908 Devices Inc. (MASS) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for 908 Devices Inc. (MASS), highlighting its strong earnings forecast score of 9.20 within the Healthcare Equipment & Supplies industry. Analysts have set an average price target of $10.00, with a consensus "Strong Buy" rating based on 5 analysts. The expected revenue for the next quarter is $15.37 million.
908 Devices Inc. (MASS) director sells 20,000 shares under trading plan
Christopher D. Brown, a director at 908 Devices Inc. (MASS), sold 20,000 shares of common stock on August 5, 2026, at a weighted average price of $8.49 per share. This transaction was executed under a Rule 10b5-1 trading plan adopted on November 24, 2025. Following the sale, Brown directly holds 823,359 shares of the company's common stock.
908 Devices Inc. (MASS) holder AWM sells 50,000 shares, keeps 4.83M
AWM Investment Company, Inc., a ten percent owner of 908 Devices Inc. (MASS), indirectly sold 50,000 shares of Common Stock on August 4, 2026, at a weighted average price of $8.3553 per share. Following this transaction, AWM's aggregate holdings through advised limited partnerships amount to 4,829,773 shares. The company disclaims beneficial ownership beyond its pecuniary interest.
Earnings Preview: 908 Devices to Report Financial Results Pre-market on August 11
908 Devices is scheduled to report its financial results pre-market on August 11. This earnings preview provides investors with key information regarding the upcoming announcement, which is crucial for assessing the company's financial health and future prospects.
908 Devices (MASS) director gains 5,192 shares from RSU vesting
Brandi C. Vann, a director at 908 Devices Inc. (MASS), acquired 5,192 shares of common stock through the vesting of Restricted Stock Units (RSUs) on August 1, 2026. This transaction increased her direct common stock holdings to 5,192 shares, while she retains 10,385 RSUs. The RSUs vest in substantially equal annual installments over three years starting from August 1, 2025, contingent on her continued service.
908 Devices to Participate in the Canaccord Genuity 46th Annual Growth Conference
908 Devices Inc. (Nasdaq: MASS) announced its participation in the upcoming Canaccord Genuity 46th Annual Growth Conference. The company's management is scheduled to present on Wednesday, August 12, at 12:30 p.m. Eastern Time. A live and archived webcast of the presentation will be available on the investors section of their website.
Roth/MKM initiates 908 Devices stock with buy rating, $11 target
Roth/MKM has initiated coverage on 908 Devices Inc. (NASDAQ:MASS) with a Buy rating and an $11 price target, representing a 56% upside. The company, which provides handheld chemical detection devices, serves over 700 law enforcement and first responder customers globally. Despite a recent Q1 2026 earnings shortfall in EPS, the firm projects significant growth opportunities and anticipates the company will achieve positive adjusted EBITDA by the second half of 2027.
908 Devices to Report Second Quarter 2026 Financial Results on August 11, 2026
908 Devices Inc. (Nasdaq: MASS) announced it will release its financial results for the second quarter of 2026 before market open on Tuesday, August 11, 2026. Following the release, company management will host a conference call and webcast at 8:30 a.m. Eastern Time to discuss the results. The webcast will be accessible through the "Investors" section of the company's website, with an archived replay available within 24 hours.
MASS|908 Devices Inc.|Price:7.125|Chg%:-0.015
908 Devices Inc. (MASS) is highlighted for its strong fundamentals, high growth potential, and "Strong Buy" analyst rating with a target price of $11.00. The company, which specializes in chemical analysis devices, recently turned profitable with $56.20M in annual income. Despite weak market performance last month, its stock is considered fairly valued and is trading sideways, making it suitable for range-bound swing trading.
908 Devices to Report Second Quarter 2026 Financial Results on August 11, 2026
908 Devices Inc. (Nasdaq: MASS) announced it will report its second quarter 2026 financial results before market open on Tuesday, August 11, 2026. The company will also host a conference call and webcast at 8:30 a.m. Eastern Time to discuss the results. Live audio and an archived replay of the webcast will be available on the "Investors" section of the company's website.
Press Release: 908 Devices to Report Second Quarter 2026 Financial Results on August 11, 2026
908 Devices (Nasdaq: MASS) announced it will release its second quarter 2026 financial results on August 11, 2026, after market close. The company will also host a conference call and webcast at 4:30 p.m. ET on the same day to discuss the results and provide a business update.
908 Devices Inc. (MASS) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of 908 Devices Inc. (MASS), focusing on its support and resistance levels, various technical indicators, and moving averages. As of July 27, 2026, the stock has a price momentum score of 4.25, trading between a resistance of $8.53 and support of $6.34. The technical indicators show mixed signals, with more sell signals than buy signals across different metrics.
908 Devices Inc. (MASS) Institutional Confidence
This article analyzes the institutional confidence in 908 Devices Inc. (MASS), noting its current institutional shareholding score and proportion. It highlights that the institutional shareholding proportion has decreased quarter-over-quarter, with Catherine Wood identified as the largest institutional shareholder. The report also lists other significant institutional shareholders and their recent activity.
MASS|908 Devices Inc.|Price:7.125|Chg%:-0.015
This article provides a comprehensive stock analysis of 908 Devices Inc. (MASS), highlighting its healthy fundamentals, high growth potential, and relatively fair valuation. Despite a weak market performance recently, the company maintains strong fundamentals, with analysts rating it a Strong Buy and a target price of $11.00. The analysis details various financial indicators, institutional confidence, and risk assessments, indicating a stable medium-term stock price suitable for range-bound swing trading.
BlackRock (MASS) reports 1.94M-share, 5.1% passive stake in 908 Devices
BlackRock, Inc. has reported a passive stake of 5.1% in 908 Devices Inc. common stock, amounting to 1,940,690 shares. This disclosure, made via a Schedule 13G filing, indicates that BlackRock holds sole voting power over 1,917,820 shares and sole dispositive power over all 1,940,690 shares. No single client within BlackRock's holdings exceeds five percent of 908 Devices' outstanding common shares.
908 Devices Inc. (MASS) Dividends & Stock Splits: Historical Payouts and Event Timeline
The article provides dividend and stock split information for 908 Devices Inc. (MASS). It states that the company has distributed a total of $0.00 in dividends over the past five years, indicating no recent dividend payouts or stock splits. The page primarily serves as a financial data portal for the company, displaying its current stock price and market capitalization.
908 Devices Inc. (MASS) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure and institutional holdings for 908 Devices Inc. (MASS). It lists major shareholders such as ARCH Venture Partners, First Light Asset Management, LLC, and ARK Investment Management LLC, along with their respective proportions. The report also provides a breakdown of shareholder types, institutional shareholding trends over recent quarters, and related ETF holdings.
MASS|908 Devices Inc.|Price:7.140|Chg%:+0.030
This article provides a detailed financial overview of 908 Devices Inc. (MASS), including its stock performance, key financial indicators like EPS, revenue, net profit, and margins across quarterly and annual reports. The company's stock closed at $7.140, up 0.42%, with a market capitalization of $259.34 million. The report also highlights future earnings expectations, analyst ratings, and answers frequently asked questions regarding its financial health.
908 Devices Inc. Revenue Breakdown – NASDAQ:MASS
908 Devices Inc. (NASDAQ:MASS) generated $56.20 million USD in revenue last year, with its Handheld segment contributing the most at $52.84 million USD. The majority of this revenue, $41.25 million USD, came from the United States market. The article provides a breakdown of the company's financial performance by segment and geographical region.
