QuidelOrtho (NASDAQ:QDEL) Rating Lowered to Strong Sell at Zacks Research
Zacks Research downgraded QuidelOrtho (NASDAQ:QDEL) from a "hold" to a "strong sell" rating. The company's stock opened at $24.16, and analysts predict earnings per share of $2.3 for the current fiscal year. Insider transactions show CFO Joseph M. Busky and Director Matthew Strobeck recently increased their holdings in the company's stock.
QuidelOrtho Corp SEC 10-K Report
QuidelOrtho Corp has released its annual Form 10-K report, detailing a 2% decrease in total revenues to $2,730.2 million, primarily due to reduced COVID-19 related sales, resulting in a net loss of $(1,131.8) million. The company is implementing an Optimization Plan for cost-reduction and refocusing its Molecular Diagnostics business while facing challenges from industry competition, global market conditions, and regulatory risks. Future strategies include R&D investment, strategic acquisitions, and enhancing recurring revenue through a reagent rental model.
QuidelOrtho to Present at the 47th Annual Raymond James Institutional Investor Conference
QuidelOrtho Corporation announced that its management team will present at the Raymond James 47th Annual Institutional Investor Conference on March 3, 2026, at 1:40 p.m. ET. Interested parties can access the live webcast and replay through the "Events & Presentations" section of QuidelOrtho's investor relations website. The company is a global leader in innovative in vitro diagnostics, dedicated to advancing diagnostics for a healthier future.
QuidelOrtho to Present at the 47th Annual Raymond James Institutional Investor Conference
QuidelOrtho Corporation (Nasdaq: QDEL), a leader in in vitro diagnostics, announced that its management team will present at the 47th Annual Raymond James Institutional Investor Conference. The presentation is scheduled for Tuesday, March 3, 2026, at 1:40 p.m. ET, and will be accessible via webcast on the company's investor relations website. The company aims to advance diagnostics for a healthier future with its expertise in various testing methods.
The Top 5 Analyst Questions From QuidelOrtho's Q4 Earnings Call
QuidelOrtho's Q4 2025 results showed improved operational efficiency and growth in core labs, but the market reacted negatively due to declining respiratory revenues, tariffs, and a product mix that pressured gross margins. During the earnings call, analysts focused on the sustainability of Labs growth, potential impacts of China's VBP changes, reasons for wide EPS guidance, gross margin softness, and the near-term growth impact of new diagnostics. Management addressed these concerns by highlighting cost savings, international market opportunities, and the complexities of forecasting in a volatile environment.
QuidelOrtho Enters Strategic Supply Agreement to Expand Global Immunoassay Portfolio
QuidelOrtho has announced a long-term strategic supply agreement with Lifotronic Technology Co., Ltd. to expand its global immunoassay portfolio and enhance customer access to various diagnostic solutions outside the United States. This collaboration will introduce new analyzer platforms and over 25 new assays, increasing QuidelOrtho's ability to compete in international tenders and serve a broader range of laboratory settings. The commercial focus for this expansion will be on Europe, the Middle East, Africa, Mexico, Central America, South America, India, China, Japan, and Asia-Pacific regions, aiming to fill menu gaps and deliver comprehensive immunoassay solutions.
QuidelOrtho Announces Planned Retirement of Chief Financial Officer
QuidelOrtho announced that its Chief Financial Officer, Joseph M. Busky, plans to retire effective June 30, 2026, due to personal reasons. The company emphasized that his retirement is not due to any disagreements regarding financial statements or operations, aiming to reassure investors about continued financial stability. Analysts currently rate QDEL stock as a Hold with a $28.00 price target, while TipRanks’ AI Analyst, Spark, assigns a Neutral score due to weak financial performance and valuation challenges.
QuidelOrtho Corporation (NASDAQ:QDEL) Q4 2025 earnings call transcript
This article provides the Q4 2025 earnings call transcript for QuidelOrtho Corporation (NASDAQ:QDEL). It covers the detailed discussions from the company's financial results and outlook presented during the call. The content is suitable for investors and analysts following the company's performance.
QuidelOrtho Earnings Call: Growth, Margins And Risks
QuidelOrtho's recent earnings call highlighted a company in transition, successfully meeting full-year revenue guidance and expanding EBITDA margins despite challenges like weaker respiratory testing demand and a significant noncash goodwill impairment. The company is focusing on its Labs business for stable growth while navigating external risks such as potential policy changes in China and aiming to reduce its elevated leverage by year-end 2026.
QuidelOrtho Corporation (NASDAQ:QDEL) Just Reported, And Analysts Assigned A US$34.67 Price Target
QuidelOrtho Corporation (NASDAQ:QDEL) recently reported its yearly results, showing revenues in line with expectations at US$2.7 billion, but larger-than-expected statutory losses of US$16.69 per share. Following these results, analysts have mixed opinions, reconfirming revenue forecasts but significantly increasing estimated per-share losses. Consequently, the consensus price target has been cut by 9.6% to US$34.67, driven by concerns over ballooning losses and an anticipated slowdown in revenue growth compared to historical rates and industry peers.
QuidelOrtho (NASDAQ:QDEL) CEO Brian Blaser Acquires 10,540 Shares
QuidelOrtho's CEO, Brian Blaser, acquired 10,540 shares of the company's stock for approximately $248,639, increasing his stake by over 35%. This insider buying activity, along with a purchase by the CFO, signals management's confidence in the company, despite mixed Q4 results and a disappointing FY-2026 guidance that led to a market sell-off and analyst caution. The company's stock is currently trading at $23.88, with a market capitalization of $1.62 billion.
A Look At QuidelOrtho (QDEL) Valuation After Earnings Update And CFO Transition News
QuidelOrtho (QDEL) recently reported its Q4 and full-year 2025 results, issued 2026 revenue guidance, and announced a CFO transition. Despite the company's "undervalued" narrative, with a fair value estimate of $38.33 against a current price of $28.80, the stock has experienced significant declines over the past year. The market's current valuation seems to be navigating ongoing losses, the impact of COVID testing decline, and pricing pressures from China.
QuidelOrtho Announces Planned Retirement of Chief Financial Officer
QuidelOrtho (QDEL) announced that its Chief Financial Officer, Joseph M. Busky, will retire on June 30, 2026, a decision driven by personal reasons and not reflecting any disagreement with the company's financial practices. This planned transition signals a change in senior financial leadership, though the company assures investors of stable financial controls and accounting policies. TipRanks' AI Analyst, Spark, rates QDEL as Neutral due to weak financial performance and valuation challenges, despite some positive guidance for future improvements.
Insider Buying: QuidelOrtho (NASDAQ:QDEL) Director Acquires 10,000 Shares of Stock
QuidelOrtho (NASDAQ:QDEL) Director Matthew Strobeck purchased 10,000 shares of the company's stock for $23.96 per share, increasing his holdings by over 56%. This insider buying, along with purchases by the CEO and CFO, signals strong management confidence despite mixed analyst ratings and Q4 earnings that slightly beat expectations but were tempered by disappointing FY-2026 EPS guidance and margin pressures. The company's stock currently has an average target price of $31.50 from analysts.
QDEL Stock Slumps On Mixed Wall Street Price Target Revisions After Q4 Report
QuidelOrtho (QDEL) shares slumped significantly after several Wall Street analysts revised their price targets following the company's Q4 earnings report and mixed fiscal 2026 guidance. While revenue exceeded expectations, adjusted EPS guidance for 2026 was below estimates, and critically, the free cash flow forecast for 2026 was notably lower than analyst predictions, prompting varied analyst ratings despite the CEO's positive outlook on the company's transition.
UBS Adjusts QuidelOrtho Price Target to $30 From $35, Maintains Neutral Rating
UBS has adjusted its price target for QuidelOrtho (QDEL) from $35 to $30, while continuing to maintain a Neutral rating on the stock. This update reflects a revised valuation perspective from the firm regarding the advanced medical equipment and technology company. The change in price target was published on February 12, 2026, by MT Newswires.
A Look At QuidelOrtho (QDEL) Valuation After Earnings Update And CFO Transition News
QuidelOrtho (QDEL) recently released its Q4 and full-year 2025 results and provided 2026 revenue guidance, alongside news of a CFO transition. Despite a significant decline in its 1-year share price, the company's valuation narrative suggests it is 24.9% undervalued, with a fair value target of $38.33 per share. This positive outlook is partly driven by the acquisition of LEX Diagnostics and its potential to boost recurring revenues with rapid molecular point-of-care platforms, though ongoing challenges like COVID testing decline and China pricing pressures are noted risks.
QuidelOrtho Q4 Earnings and Revenues Beat Estimates, Margins Down
QuidelOrtho (QDEL) reported fourth-quarter 2025 adjusted earnings of 46 cents per share, surpassing the Zacks Consensus Estimate despite a year-over-year decline. The company's revenues reached $723.6 million, exceeding estimates by 3.6% and showing a 2.2% increase year-over-year. While some business units like Labs and Immunohematology saw growth, respiratory revenues and margins contracted, leading to a Zacks Rank #4 (Sell).
QuidelOrtho Corp (QDEL) Q4 2025 Earnings Call Highlights: Strong Labs Growth Amidst Respiratory Revenue Decline
QuidelOrtho Corp (QDEL) reported its Q4 2025 earnings, showcasing robust growth in its non-respiratory Labs business and significant cost savings, which improved adjusted EBITDA margins. However, the company faced challenges with a decline in respiratory revenue, particularly from lower COVID-19 testing, and lower-than-expected free cash flow conversion due to timing issues. Despite these hurdles, QuidelOrtho provided optimistic guidance for 2026, anticipating continued revenue growth and improved free cash flow.
QuidelOrtho Q4 results beat on both lines, but issues weak 2026 EPS guidance
QuidelOrtho reported stronger-than-expected Q4 2025 results, surpassing analyst estimates for both revenue and earnings per share. However, the company provided a weaker-than-anticipated earnings per share guidance for 2026, which may temper investor enthusiasm despite the positive Q4 performance.
QuidelOrtho Corp (NASDAQ:QDEL) Beats Q4 Earnings Estimates Despite After-Hours Stock Decline
QuidelOrtho Corp (NASDAQ:QDEL) reported strong fourth-quarter and full-year 2025 financial results, surpassing analyst estimates for both revenue and earnings per share. Despite the positive earnings beat and optimistic forward guidance for 2026, the company's stock experienced a 4.7% decline in after-hours trading. This suggests investors may be focusing on broader market conditions or specific aspects of the guidance that offset the strong quarterly performance.
QuidelOrtho (NASDAQ:QDEL) Exceeds Q4 CY2025 Expectations
QuidelOrtho (NASDAQ:QDEL) reported Q4 CY2025 results that exceeded Wall Street's revenue expectations, with sales growing 2.2% year-on-year to $723.6 million and non-GAAP profit beating estimates. However, the company's full-year 2026 guidance for adjusted EPS and EBITDA fell below analyst estimates, leading to a mixed market reaction and a slight drop in stock price immediately after the report. Despite the revenue beat, the company has faced historical challenges with declining revenue growth and negative operating margins over the past five years.
QuidelOrtho: Fourth Quarter Financial Highlights
QuidelOrtho Corporation reported a net loss of $130.7 million, or $1.92 per share, for the fourth quarter, though adjusted earnings of 46 cents per share surpassed analyst expectations of 43 cents. The company's quarterly revenue reached $723.6 million, exceeding the projected $698.3 million. For the full year, QuidelOrtho recorded a loss of $1.13 billion on $2.73 billion in revenue and forecasts future annual earnings between $2 and $2.42 per share, with revenue between $2.7 billion and $2.9 billion.
QuidelOrtho: Q4 Earnings Snapshot
QuidelOrtho Corporation (QDEL) reported a Q4 loss of $130.7 million, or $1.92 per share, but adjusted earnings of 46 cents per share surpassed Wall Street expectations. The medical diagnostics company also exceeded revenue forecasts, posting $723.6 million for the quarter. For the full year, QuidelOrtho recorded a loss of $1.13 billion on $2.73 billion in revenue and provided fiscal year 2026 earnings and revenue guidance.
QuidelOrtho: Q4 Earnings Snapshot
QuidelOrtho Corporation (QDEL) reported a Q4 loss of $130.7 million, or $1.92 per share, with adjusted earnings of 46 cents per share. This surpassed Wall Street's expectations of 43 cents per share. The medical diagnostics company also exceeded revenue forecasts, posting $723.6 million against an expected $698.3 million.
QuidelOrtho (QDEL) Q4 Earnings and Revenues Top Estimates
QuidelOrtho (QDEL) reported fourth-quarter earnings of $0.46 per share, surpassing the Zacks Consensus Estimate of $0.43, and revenues of $723.6 million, exceeding the estimate by 3.62%. Despite outperforming market expectations for earnings and revenue, the stock currently holds a Zacks Rank #4 (Sell) due to an unfavorable estimate revision trend. Investors are advised to watch for management's commentary on the earnings call for future stock movement indications.
QuidelOrtho: Q4 Earnings Snapshot
QuidelOrtho Corporation (QDEL) reported a Q4 loss of $130.7 million, or $1.92 per share, which adjusted to 46 cents per share, still beat analyst expectations of 43 cents. The medical diagnostics company also exceeded revenue forecasts with $723.6 million for the quarter. For the full year, QuidelOrtho posted a loss of $1.13 billion on $2.73 billion in revenue and anticipates full-year earnings between $2 and $2.42 per share, with revenue guidance of $2.7 billion to $2.9 billion.
Earnings To Watch: QuidelOrtho (QDEL) Reports Q4 Results Tomorrow
QuidelOrtho (NASDAQ:QDEL) is set to report its Q4 earnings on Wednesday after the bell, with analysts expecting revenue to be flat year-on-year at $701.2 million and adjusted earnings of $0.42 per share. Despite generally reconfirmed estimates, the healthcare equipment and supplies sector has underperformed, with QuidelOrtho's shares down 12.3% in the last month. The company has a history of beating revenue estimates but missed full-year EPS guidance last quarter.
Earnings Preview: QuidelOrtho (QDEL) Q4 Earnings Expected to Decline
QuidelOrtho (QDEL) is expected to report a year-over-year decline in earnings and lower revenues for the quarter ended December 2025. The Zacks Consensus Estimate is $0.43 earnings per share and $698.32 million in revenue, representing declines of 31.8% and 1.3% respectively. With a negative Earnings ESP and a Zacks Rank #4, the company is not considered a strong candidate for an earnings beat.
QuidelOrtho director Matthew W. Strobeck to step down after annual meeting
Matthew W. Strobeck, a director at QuidelOrtho (NASDAQ:QDEL), will not seek re-election at the company's 2026 annual stockholders meeting due to other professional commitments, leading to the board's reduction from eleven to ten directors. This announcement follows QuidelOrtho's strong third-quarter 2025 financial results, which exceeded analyst expectations for both earnings per share and revenue, and a recent price target increase from UBS. Strobeck had served on the board for eight years.
QuidelOrtho director Matthew W. Strobeck to step down after annual meeting
QuidelOrtho Corp (NASDAQ: QDEL) announced that director Matthew W. Strobeck will not seek re-election at the 2026 annual stockholders meeting due to other professional commitments. His departure will reduce the board size from eleven to ten directors. This news follows a strong Q3 2025 financial performance for QuidelOrtho, with EPS and revenue exceeding forecasts and UBS raising its price target for the company.
QuidelOrtho Announces Board Director Matthew Strobeck’s Departure
QuidelOrtho announced that board director Matthew W. Strobeck will not seek re-election at the company's 2026 annual stockholders meeting due to other professional commitments. His departure will reduce the board size from eleven to ten directors, and the company confirmed his exit is unrelated to any disputes regarding its operations. QuidelOrtho expressed gratitude for his eight years of service.
QuidelOrtho director Matthew W. Strobeck to step down after annual meeting
Matthew W. Strobeck, a director at QuidelOrtho Corp (NASDAQ:QDEL), will not seek re-election at the company's 2026 annual stockholders meeting due to other professional commitments. His departure will reduce the board's size from eleven to ten directors. This news follows QuidelOrtho's strong third-quarter 2025 financial results, where the company exceeded earnings and revenue forecasts, and an upgrade in its price target by UBS.
QuidelOrtho (QDEL) to Release Earnings on Wednesday
QuidelOrtho (NASDAQ: QDEL) is scheduled to release its Q4 2025 earnings after market close on Wednesday, February 11th. Analysts anticipate earnings of $0.54 per share and revenue of $699.7950 million. The company previously reported strong Q3 2025 results, beating analyst estimates for both EPS and revenue.
QuidelOrtho Corporation (NASDAQ:QDEL) Given Average Rating of "Hold" by Brokerages
Seven brokerage firms have assigned an average "Hold" rating to QuidelOrtho Corporation (NASDAQ:QDEL), with an average 12-month price target of $39.00. Despite a recent quarterly EPS and revenue beat, the company reported a negative net margin and a year-over-year revenue decrease. Recent insider buying by the CEO and CFO indicates confidence, with insiders acquiring 29,390 shares in the last 90 days.
QuidelOrtho Receives Excellence Services Label in EMEA and Two Stevie® Awards
QuidelOrtho Corporation has been awarded the Excellence Services Label for its Customer and Technical Services in EMEA, becoming the first medical device company to receive this recognition, which aligns with the international standard ISO 23592. The company also secured a Gold Stevie Award for Customer Service Success and a Bronze Stevie Award for its AI & Tech Focused Digital Transformation Team of the Year. These accolades highlight QuidelOrtho's dedication to customer-centricity and its innovative approach to service delivery, emphasizing its QuidelOrthoCQ™ Philosophy.
QuidelOrtho Receives Excellence Services Label in EMEA and Two Stevie® Awards
QuidelOrtho Corporation has been awarded the Excellence Services Label in EMEA, becoming the first medical device company to receive this recognition, which aligns with the international ISO 23592 standard for outstanding customer experiences. Additionally, QuidelOrtho received a Gold Stevie Award for Customer Service Success and a Bronze Stevie Award for AI & Tech Focused Digital Transformation Team of the Year in the 20th annual Stevie Awards for Sales & Customer Service. These accolades highlight the company's commitment to a customer-centric approach, leveraging innovation and technology to deliver high-quality service and foster customer trust through its QuidelOrthoCQ™ Philosophy.
Ballast Asset Management LP Has $2.36 Million Stock Holdings in QuidelOrtho Corporation $QDEL
Ballast Asset Management LP significantly increased its stake in QuidelOrtho Corporation (NASDAQ:QDEL) by 217.7% in Q3, now holding 80,019 shares valued at $2.36 million. This move is part of broader institutional ownership, which stands at approximately 99%, while company insiders also made notable purchases. Despite the increased institutional confidence, QuidelOrtho faces a challenging outlook with a negative net margin and mixed analyst ratings, though it did beat Q3 earnings estimates.
QuidelOrtho Faces Profitability Pressures Yet Trades At Steep Valuation Discount
QuidelOrtho (NasdaqGS:QDEL) is experiencing declining revenues, thinner free cash flow margins, and a significant drop in return on invested capital, signaling profitability pressures in its diagnostics markets. Despite these challenges, the company's shares are trading at a steep discount, approximately 67.4% below Simply Wall St's fair value estimate and 29% below the analyst target. Investors are advised to monitor future revenue guidance, cash flow trends, and competitive commentary to assess the company's ability to address these pressures.
QuidelOrtho Faces Profitability Pressures Yet Trades At Steep Valuation Discount
QuidelOrtho (NasdaqGS:QDEL) is experiencing declining revenues, falling free cash flow margins, and a significant drop in return on invested capital, signaling potential competitive pressures in its diagnostics markets. Despite these profitability concerns, its share price is approximately 29% below analyst consensus and Simply Wall St estimates it's trading around 67.4% below fair value. Investors are advised to monitor future revenue guidance and cash flow trends, as the company also faces risks due to a track record of losses and a short cash runway.
Gagnon Securities LLC Grows Stock Holdings in QuidelOrtho Corporation $QDEL
Gagnon Securities LLC significantly increased its stake in QuidelOrtho Corporation (NASDAQ:QDEL) by 68.1% in the third quarter of 2025, bringing its total holding to 122,499 shares valued at $3.61 million. This increase comes alongside insider buying by the CFO and CEO. The company also reported stronger-than-expected quarterly earnings, beating revenue and EPS estimates, though its revenue declined year-over-year.
Is QuidelOrtho (QDEL) A Value Opportunity After Steep Multi‑Year Share Price Declines
QuidelOrtho (QDEL) shares have experienced significant declines over several years, leading to questions about its current valuation. According to Simply Wall St's analysis, QDEL appears undervalued based on both Discounted Cash Flow (DCF) and Price to Sales (P/S) metrics, with estimations showing it could be undervalued by 66.7% using DCF. The article suggests that while market sentiment has been weak due to re-evaluations of diagnostics companies, current fundamentals may indicate a potential value opportunity.
QuidelOrtho Corporation (QDEL) Investor Outlook: Analyzing a Potential 33.66% Upside in the Healthcare Sector
QuidelOrtho Corporation (QDEL), a healthcare sector player specializing in diagnostic testing solutions, presents a potential upside of 33.66% according to current analyst ratings. While the company faces profitability challenges with a negative return on equity and EPS, its strong free cash flow and broad market reach are notable. Investors should consider the mixed analyst sentiment and technical indicators for a cautiously optimistic outlook on QDEL's future growth potential.
Is QuidelOrtho’s (QDEL) Distress-Zone Z-Score Overshadowing Its Core Diagnostics Story?
QuidelOrtho (QDEL) is facing renewed scrutiny due to a distress-zone Altman Z-Score of 0.2, negative earnings, and a tight balance sheet, creating an investment narrative focused on financial risk rather than product innovation. Despite the financial concerns, the company continues its operational initiatives in diagnostics and blood-supply resilience, with upcoming Q4 and full-year 2025 results on February 11, 2026, serving as a critical event for investors seeking signs of financial improvement. The article highlights a disparity in investor fair value estimates for QDEL, ranging from US$38 to US$84, and advises readers to consider the balance sheet strain against the company's diagnostics platform.
Is QuidelOrtho’s (QDEL) Distress-Zone Z-Score Overshadowing Its Core Diagnostics Story?
QuidelOrtho (QDEL) is facing financial scrutiny due to negative earnings, shrinking margins, a low interest coverage ratio, and an Altman Z-Score of 0.2, placing it in the distress zone. Simultaneously, the company emphasizes its essential role in diagnostics and blood-supply resilience, with upcoming Q4 and full-year 2025 results on February 11, 2026, expected to provide insight into its ability to manage these financial pressures. Investors are weighing the balance sheet strain against the company's continuous product innovation and its position in critical clinical workflows.
QuidelOrtho (NASDAQ:QDEL) Shares Down 7.9% - Time to Sell?
QuidelOrtho (NASDAQ:QDEL) shares dropped 7.9% on Friday to $28.16, with light trading volume. Analysts hold a "Hold" consensus rating with a target price of $39.00, though opinions vary, including recent target adjustments from UBS and JPMorgan. Despite beating Q4 earnings estimates, the company reported a negative net margin, set mixed FY2025 guidance, and saw recent share purchases by its CEO and CFO.
QuidelOrtho (QDEL) Valuation Check After Steep Share Price Slide And Rising Financial Distress Concerns
QuidelOrtho (QDEL) has seen a significant share price slide due to concerns about profitability, declining margins, and a high Altman Z-Score indicating financial distress risk. Despite a recent short-term decline, the stock has shown a mixed performance year-to-date and a 31.06% loss over one year. The article highlights a fair value estimate of $37.67, suggesting the stock might be undervalued despite the challenges, driven by assumptions around its acquisition of LEX Diagnostics and future growth.
Strengthening the blood supply: Awareness, challenges and donor impact
QuidelOrtho Corporation has released episode 55 of its Science Bytes podcast, featuring Michelle Mullens, Global Portfolio Marketing Manager for Transfusion Medicine. The episode discusses the pressures on the modern blood supply, including everyday and climate-driven emergencies, and the increased demand for universal blood types. It also highlights the importance of consistent donor engagement and technological advancements like standardized immunohematology platforms in strengthening blood supply resilience.
Strengthening the blood supply: Awareness, challenges and donor impact
QuidelOrtho Corporation has released a new episode of its Science Bytes podcast featuring Michelle Mullens, who discusses the pressures on the blood supply, the importance of consistent donor engagement, and how automation strengthens resilience. The discussion highlights how evolving clinical practices, climate disruptions, and persistent demand impact the modern blood supply, emphasizing the critical role of year-round donations.
Why climate disasters and O-type demand are stressing the blood supply
QuidelOrtho released episode 55 of its Science Bytes podcast, featuring Michelle Mullens, who discussed the increasing pressures on the blood supply. Key factors include routine trauma, climate-driven emergencies, and a rising demand for O-type units due to prehospital low-titer whole blood programs. The podcast emphasizes the importance of automation in immunohematology and consistent year-round donor engagement to maintain a resilient blood supply.
