Ginkgo Bioworks Holdings Inc. (DNA) reported Q1 2026 results with total revenue of $19.5 million (down 59.7% year‑over‑year) and gross profit of $16.4 million (down 54.9% YoY).
Cash flow and balance sheet highlights:
The quarter missed expectations: revenue came in well below the consensus estimate of $41.9 million, and reported EPS of -1.39 missed the EPS estimate of -1.09.
Market reaction: the stock fell 11.59% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Ginkgo Bioworks Holdings Inc. Insider Trading Activity
Ginkgo Bioworks Holdings Inc. insiders have traded $DNA stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $DNA stock by insiders over the last 6 months:
- JASON R KELLY (See remarks) has made 0 purchases and 2 sales selling 206,782 shares for an estimated $1,374,493.
- RESHMA P. SHETTY (See remarks) has made 0 purchases and 3 sales selling 150,998 shares for an estimated $977,560.
- BARRY CANTON has made 0 purchases and 3 sales selling 150,998 shares for an estimated $977,560.
- STEVEN P. COEN (See remarks) has made 0 purchases and 5 sales selling 35,911 shares for an estimated $235,311.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Ginkgo Bioworks Holdings Inc. Hedge Fund Activity
We have seen 79 institutional investors add shares of Ginkgo Bioworks Holdings Inc. stock to their portfolio, and 73 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 843,605 shares (-26.1%) from their portfolio in Q4 2025, for an estimated $7,010,357
- BANK OF AMERICA CORP /DE/ removed 465,999 shares (-43.6%) from their portfolio in Q4 2025, for an estimated $3,872,451
- MORGAN STANLEY added 445,765 shares (+139.0%) to their portfolio in Q4 2025, for an estimated $3,704,307
- VANGUARD GROUP INC added 420,448 shares (+17.0%) to their portfolio in Q4 2025, for an estimated $3,493,922
- STATE STREET CORP added 358,231 shares (+38.4%) to their portfolio in Q4 2025, for an estimated $2,976,899
- ALLIANZ ASSET MANAGEMENT GMBH added 257,628 shares (+134.1%) to their portfolio in Q4 2025, for an estimated $2,140,888
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 227,987 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $1,397,560
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Ginkgo Bioworks Holdings Inc. Government Contracts
We have seen $23,831,915 of award payments to $DNA over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TRAVELER-BASED GENOMIC SURVEILLANCE PROGRAM: $20,999,983
- DARPA ICE CONTROL FOR COLD ENVIRONMENTS (ICE): $1,559,859
- TEST SURGE AND DATA SHARING MULTIPLE AWARD IDIQ: $1,272,072
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Ginkgo Bioworks Holdings Inc. Price Targets
Multiple analysts have issued price targets for $DNA recently. We have seen 2 analysts offer price targets for $DNA in the last 6 months, with a median target of $8.5.
Here are some recent targets:
- Mark Massaro from BTIG set a target price of $5.0 on 03/12/2026
- Brendan Smith from TD Cowen set a target price of $12.0 on 01/08/2026
