New York, Jan 12, 2026, 2:46 PM EST — Regular session
- GeneDx shares dropped roughly 14% following the release of preliminary 2025 results and revenue guidance for 2026
- The company forecasted 2026 revenue between $540 million and $555 million, anticipating positive adjusted net income.
- Investors are turning to management’s Jan. 14 conference remarks and the Feb. 23 earnings report for sharper insights
Shares of GeneDx Holdings Corp dropped roughly 14% Monday following the release of its 2026 outlook and preliminary results for 2025. The stock slipped $19.64 to trade at $115.75 in afternoon sessions.
The scale of the shift highlights how fast investors are revaluing healthcare stocks releasing early results this week, particularly those priced for growth instead of consistent quarterly gains. Right now, it’s all about the guidance.
GeneDx offers exome and genome sequencing tests that analyze large segments—or even the entirety—of a patient’s DNA to diagnose rare genetic conditions. Investors are closely tracking whether test volumes will continue rising in 2026 and if margins remain steady as the company expands beyond its traditional specialized markets.
GeneDx projects full-year 2025 revenue around $427 million, with Q4 revenue near $121 million and an adjusted gross margin close to 71%. Looking ahead to 2026, the company expects revenue between $540 million and $555 million, driven by 33% to 35% growth in exome and genome revenue and volume. Adjusted gross margin should hold at least 70%, alongside a positive adjusted net income. CFO Kevin Feeley noted the company “delivered on our commitment to drive more than 30% growth.” Business Wire
Analysts had been expecting around $531 million in revenue for 2026, based on RTTNews’ summary of estimates. GeneDx’s forecast exceeds that number, yet Monday’s selloff hinted investors might have priced in an even bigger jump or are seeking clearer insight into how the company will transition from growth to profitability.
Canaccord Genuity’s Kyle Mikson called any pullback after a modest earnings beat “an attractive buying opportunity,” Investors.com reported. The article also highlighted big swings in other healthcare stocks as they rolled out updates ahead of the J.P. Morgan Healthcare Conference—a week known for magnifying moves on even slight earnings misses or beats. Investors.com
GeneDx’s numbers released Monday are preliminary and unaudited, the company noted, adding they could still be adjusted as the year-end close and audit wrap up. If volumes slow down after the calendar flips, or if revisions come through, the margin and profit goals laid out for 2026 might face pressure.
Investors will be tuning in when CEO Katherine Stueland speaks at the J.P. Morgan Healthcare Conference on Jan. 14. Then, all eyes will shift to Feb. 23 for the company’s full Q4 and 2025 results, with a conference call scheduled for 8:30 a.m. ET.
