Analyst Consensus ?
ConsensusBuy24 ratings
Bullish1250.0%
Neutral1250.0%
Bearish00.0%
1 unmapped firm rating excluded from the percentages.
Bio-Techne Corporation · TECH · FY2025 Q3 · Calendar Q2 2025
Bio-Techne posts Q3 growth while lowering near-term outlook
The quarter supports a mixed view: resilient demand in organoid solutions, GMP reagents, and instrumentation provides growth evidence, while lowered near-term guidance, NIH uncertainty, tariffs, and expected margin pressure weaken the case for an unqualified positive trajectory.
Reported Before market openNASDAQHealthcare
$11.36B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.51
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $317.3M
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+2.2%
Event window
SPY move
+0.4%
Same window
Abnormal move
+1.7%
Stock minus SPY
Volume
1.6×
Versus trailing sessions
Subsequent drift
-0.9%
Up to 20 sessions
TECHSPY benchmark
Ask FN2 about TECH FY2025 Q3
Transcript, numbers and history already loaded
What drove TECH's +2.2% move after FY2025 Q3 earnings?What changed in TECH's guidance and outlook in FY2025 Q3?Give me the bull and bear case for TECH after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, the analysis shifts from maintained guidance and mid-single-digit organic growth expectations to lowered guidance, including low-single-digit Q4 growth and a 100–150 bps margin dip. The current quarter also emphasizes tariff mitigation, NIH funding risk, and FDA-related opportunity in organoids.
Guidance delta
Guidance sentiment was lowered: management outlined low-single-digit Q4 growth and a 100–150 bps margin dip.
Key takeaways
- Q3 organic revenue grew 6%, with adjusted operating margin near 35%.
- Growth was led by organoid solutions, GMP reagents, and analytical instruments.
- Management highlighted FDA-driven organoid demand and COMET expansion.
- NIH funding uncertainty and tariffs remain material offsets.
- Cash generation and share repurchases support financial flexibility.
Management priorities
- Expand organoid solutions following FDA guidance
- Grow GMP reagents and Maurice and COMET instrumentation
- Upgrade the COMET installed base with multi-omic capabilities
- Use the global manufacturing footprint to mitigate tariffs
- Continue M&A as a capital-allocation priority
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Beat
Miss
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Analyst 52W Price Targets
$72.53Previous close
$49Low
$75.3Average
$106.25High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 8, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Equal Weight | Overweight | Downgrade | Aug 13, 2026 |
| RBC Capital | Sector Perform | Outperform | Downgrade | Jul 9, 2026 |
| TD Cowen | Hold | Buy | Downgrade | Jun 30, 2026 |
| Benchmark | Hold | Buy | Downgrade | Jun 30, 2026 |
| Citigroup | Neutral | Buy | Downgrade | Jun 29, 2026 |
| William Blair | Market Perform | Outperform | Downgrade | Jun 26, 2026 |
| Stephens & Co. | Equal Weight | Overweight | Downgrade | Jun 26, 2026 |
| Baird | Neutral | Neutral | Maintain | Jun 26, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | May 7, 2026 |
| UBS | Buy | Buy | Maintain | Feb 5, 2026 |
| Stifel | Hold | Hold | Maintain | Feb 5, 2026 |
| Argus Research | Buy | Buy | Maintain | Nov 20, 2025 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Jul 11, 2025 |
| Keybanc | Overweight | Downgrade | Apr 9, 2025 | |
| Deutsche Bank | Buy | Buy | Maintain | Apr 18, 2024 |
| SVB Leerink | Outperform | Outperform | Maintain | Feb 3, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Aug 25, 2022 |
| Craig-Hallum | Buy | Buy | Maintain | Feb 3, 2021 |
| Atlantic Equities | Overweight | Overweight | Maintain | Sep 30, 2020 |
| Stifel Nicolaus | Buy | Buy | Maintain | Nov 15, 2019 |
| Janney Montgomery Scott | Buy | Neutral | Upgrade | Jul 2, 2019 |
| Janney Capital | Buy | Neutral | Upgrade | Jul 2, 2019 |
| Goldman Sachs | Neutral | Neutral | Maintain | Oct 17, 2018 |
| Argus | Buy | Buy | Maintain | Oct 2, 2018 |
| Leerink Swann | Market Perform | Market Perform | Maintain | Apr 29, 2014 |
Named analyst price targets
Upside is calculated against the persisted previous close $72.53. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wells Fargo | Analyst unavailable | $73 | $72.22 | +0.6% | Aug 13, 2026 |
| Stephens | Steven Etoch | $73 | $71.16 | +0.6% | Jun 26, 2026 |
| Robert W. Baird | Catherine Ramsey Schulte | $73 | $70.7 | +0.6% | Jun 26, 2026 |
| Deutsche Bank | Justin Bowers | $73 | $70.7 | +0.6% | Jun 26, 2026 |
| Leerink Partners | Market Perform | $73 | $70.54 | +0.6% | Jun 25, 2026 |
| Piper Sandler | Analyst unavailable | $65 | $52.5 | -10.4% | Jun 11, 2026 |
| RBC Capital | Analyst unavailable | $62 | $44.74 | -14.5% | May 14, 2026 |
| Evercore ISI | Daniel Markowitz | $50 | $49.26 | -31.1% | May 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $50 | $47.4 | -31.1% | May 7, 2026 |
| Robert W. Baird | Analyst unavailable | $49 | $47.4 | -32.4% | May 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $65 | $67.64 | -10.4% | Feb 5, 2026 |
| UBS | Analyst unavailable | $79 | $68.67 | +8.9% | Feb 5, 2026 |
| Robert W. Baird | Analyst unavailable | $70 | $68.67 | -3.5% | Feb 5, 2026 |
| Evercore ISI | Analyst unavailable | $62 | $59.65 | -14.5% | Jan 5, 2026 |
| Deutsche Bank | Justin Bowers | $72 | $59.67 | -0.7% | Dec 12, 2025 |
| Argus Research | Analyst unavailable | $68 | $58.64 | -6.2% | Nov 20, 2025 |
| Evercore ISI | Analyst unavailable | $68 | $58.4 | -6.2% | Nov 6, 2025 |
| RBC Capital | Conor McNamara | $73 | $53.42 | +0.6% | Sep 2, 2025 |
| Evercore ISI | Analyst unavailable | $75 | $62.58 | +3.4% | Mar 17, 2025 |
| Robert W. Baird | Catherine Schulte | $84 | $76.02 | +15.8% | Oct 31, 2024 |
| KeyBanc | Paul Knight | $80 | $76.02 | +10.3% | Oct 30, 2024 |
| Scotiabank | Sung Ji Nam | $83 | $74.19 | +14.4% | Aug 16, 2024 |
| Deutsche Bank | Analyst unavailable | $100 | $86.98 | +37.9% | Dec 14, 2022 |
| Citigroup | Analyst unavailable | $100 | $80.73 | +37.9% | Dec 12, 2022 |
| RBC Capital | Analyst unavailable | $89 | $80.67 | +22.7% | Dec 7, 2022 |
| Stephens | Analyst unavailable | $105 | $82.44 | +44.8% | Dec 5, 2022 |
| KeyBanc | Paul Knight | $125 | $98.96 | +72.3% | May 5, 2022 |
| Wells Fargo | Analyst unavailable | $92.5 | $100.75 | +27.5% | Apr 25, 2022 |
| Citigroup | Patrick B Donnelly | $106.25 | $102.45 | +46.5% | May 6, 2021 |
Track every rating change on TECH the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationBio-Techne Corporation, together with its subsidiaries, develops, manufactures, and sells life science reagents, instruments, and services for the research, diagnostics, and bioprocessing markets worldwide. The company operates through two segments, Protein Sciences, and Diagnostics and Spatial Biology. The Protein Sciences segment develops and manufactures biological reagents used in various aspects of life science research, diagnostics, and cell and gene therapy, such as cytokines and growth factors, antibodies, small molecules, tissue culture sera, and cell selection technologies. This segment also offers proteomic analytical tools for automated western blot and multiplexed ELISA workflow consists of manual and automated protein analysis instruments and immunoassays for use in quantifying proteins in various biological fluids.…
Historical context
All TECH earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| COO The Cooper Companies, Inc. | FY2026 Q3 · Calendar Q3 2026 | +2.7% | -14.7% | CooperCompanies beats expectations as inventory reduction weighs on vision revenue |
| MDT Medtronic plc | FY2027 Q1 · Calendar Q3 2026 | +4.3% | +1.5% | Medtronic raises FY27 outlook as growth broadens across platforms |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-23T00:02:08.365952+00:00
- Polygon adjusted daily market bars · 2026-10-08T08:00:44.245401+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-08T08:00:44.242541+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-08. For educational purposes only; not investment advice.