Seeking Alpha·Sep 14, 2026
Qiagen N.V. (QGEN) Presents at Morgan Stanley 24th Annual Global Healthcare Conference TranscriptQiagen N.V. (QGEN) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Qiagen presents a stable but low-growth investment case, anchored by its consistent 63%+ gross margins and strong cash conversion, where FCF margin has held near 29.5% despite revenue growth decelerating to just 0.3% in 2026Q2. The investment thesis is tempere...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has normalized to near-zero at 0.3% in 2026Q2 from a high of 7.5%, while gross margins have recovered fully to a stable 63.6% following the 2024Q2 anomaly, and SG&A discipline has helped expand operating margin to 24.7%.
QIAsymphony Connect represents a new generation of automated IVD nucleic acid extraction, combining proven performance with advanced capabilities.
Qiagen revised growth guidance for its QuantiFERON tuberculosis testing product, indicating potential expansion in this high-demand diagnostic segment.
The company is expanding its use of AI across research support and drug discovery workflows, potentially enhancing efficiency and innovation.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.62+3.7% vs $0.60 | $535M+1.4% vs $528M |
Q2 2026 May 6, 2026 | $0.54-0.4% vs $0.54 | $492M-0.8% vs $496M |
Q1 2026 Feb 4, 2026 | $0.62+1.6% vs $0.61 | $540M+2.3% vs $528M |
Q4 2025 Nov 4, 2025 | $0.64+4.9% vs $0.61 | $533M+1.3% vs $526M |
Qiagen N.V. (QGEN) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Engineers Gate Manager LP grew its position in shares of Qiagen N.V. (NYSE: QGEN) by 107.7% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 74,567 shares of the company's stock after buying an additional 38,658 shares during the
AXQ Capital LP lifted its holdings in Qiagen N.V. (NYSE: QGEN) by 58.9% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 36,910 shares of the company's stock after purchasing an additional 13,683 shares during the quarter. AXQ Capital LP's
Qiagen (QGEN) reported earnings 30 days ago. What's next for the stock?
Benchmark QGEN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Qiagen N.V. (QGEN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $43.69 | $9.01B | 21.42 | 5.65% | 20.33% | 11.57% | 0.6% | |
| $247.46 | $37.44B | 45.41 | -0.78% | 18.36% | 31.08% | — | |
| $13.98 | $3.04B | -349.50 | -2.71% | -0.91% | -0.37% | — | |
| $104.91 | $20.02B | -95.37 | 17.69% | -6.4% | -8.66% | — | |
| $390.90 | $55.98B | -257.17 | 35.9% | -7.11% | -11.73% | — | |
| $658.52 | $244.72B | 37.12 | 3.91% | 15.06% | 13.33% | — |
Qiagen N.V. (QGEN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Qiagen N.V. (QGEN) stock FAQ — growth, dividends, profitability & financials explained
Qiagen N.V. (QGEN) reported $2.10B in revenue for fiscal year 2025. This represents a 3775% increase from $54.2M in 1996.
Qiagen N.V. (QGEN) grew revenue by 5.7% over the past year. This is steady growth.
Yes, Qiagen N.V. (QGEN) is profitable, generating $409.3M in net income for fiscal year 2025 (20.3% net margin).
Yes, Qiagen N.V. (QGEN) pays a dividend with a yield of 0.60%. This makes it attractive for income-focused investors.
Qiagen N.V. (QGEN) has a return on equity (ROE) of 11.6%. This is reasonable for most industries.
Qiagen N.V. (QGEN) generated $447.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
