Ginkgo Bioworks Shares Drop After Q3 Estimates Fall Short, Maintains FY2025 Forecast Below Market Expectations
Financial Performance: Ginkgo Bioworks reported a loss of $1.45 per share for Q3, exceeding estimates of $1.24, and a significant increase in losses compared to the previous year. Quarterly sales were $38.8 million, slightly below the $38.9 million estimate and down 56.39% from $89 million last year.
Revenue Breakdown: Total revenue for the third quarter was $39 million, a 56% decline from the previous year, largely due to a $45 million non-cash revenue from a terminated deal. Cell Engineering revenue also fell 61% to $29 million, but excluding the non-cash revenue, the decline was minimal.
Adjusted EBITDA: The company's adjusted EBITDA was negative $56 million, worsening from negative $20 million in the same quarter last year, primarily due to the release of non-cash deferred revenue in the prior year.
Stock Performance: Following the financial results, Ginkgo Bioworks shares dropped 21.95% to $8.82, while the company maintained its fiscal year 2025 revenue outlook between $167 million and $187 million, aligning closely with analyst expectations of $177.1 million.
Trade with 70% Backtested Accuracy
Analyst Views on DNA
About DNA
About the author

- Quarterly Losses in Line: Roblox reported a quarterly loss of $0.45 per share, aligning with analyst expectations, which indicates stability in financial management despite ongoing challenges.
- Revenue Beats Expectations: The quarterly revenue reached $2.22 billion, surpassing the analyst consensus estimate of $2.05 billion and significantly up from $1.36 billion in the same period last year, showcasing the company's success in user growth and monetization.
- Stock Price Surge: Roblox shares jumped 14.3% to $69.24 in pre-market trading, reflecting a positive market reaction to the earnings report, which may attract more investor interest.
- Market Dynamics Impact: The release of this earnings report could influence the stock performance of other related companies, particularly in the gaming and tech sectors, demonstrating market confidence in the industry.
- Cost Reduction: Ginkgo Bioworks' AI system, developed in collaboration with OpenAI, can lower costs in cell-free protein synthesis by 40%, significantly enhancing efficiency for scientists in clinical research.
- Rapid Production Capability: The system enables quick protein production without the need for living cells, catering to scientific research that requires fast clinical results, thus meeting the market demand for efficient biosynthesis.
- Rich Experimental Data: The system conducted over 36,000 CFPS reactions across 580 automated plates, generating nearly 150,000 experimental data points, providing a robust foundation for future research.
- Technological Innovation: By integrating OpenAI's GPT-5 large language model with Ginkgo's cloud laboratory infrastructure, this partnership marks the first time a frontier model has interfaced with an autonomous lab, paving the way for large-scale experimentation.
- Significant Cost Reduction: The AI system developed by Ginkgo Bioworks in collaboration with OpenAI successfully reduced cell-free protein synthesis reaction costs by 40%, from $698 per gram to $422, significantly enhancing the economic viability of experiments and promoting sustainable development in biological research.
- Expanded Experimental Scale: The system executed over 580 384-well plates, tested 36,000 reaction compositions, and generated nearly 150,000 experimental data points over six months, showcasing the potential of AI in large-scale experimentation to accelerate scientific discovery.
- Innovation in Autonomous Labs: By integrating OpenAI's GPT-5 model with Ginkgo's cloud laboratory infrastructure, the system achieved a closed-loop workflow for experiment design, execution, and analysis, reducing human intervention and enhancing experimental efficiency and accuracy.
- Enhanced Scientific Transparency: The AI-generated lab records provided clear documentation of analyses and observations, ensuring transparency and scientific rigor in the experimental process, thereby offering reliable references for future research.
- Cost Reduction: Ginkgo's autonomous lab, utilizing GPT-5 technology, achieved a 40% reduction in cell-free protein synthesis reaction costs, decreasing from $698 to $422 per gram, significantly enhancing experimental economics and expected to facilitate more experiments.
- Experimental Scale: The lab executed over 36,000 experimental conditions within six months, generating nearly 150,000 experimental data points, showcasing the immense potential of AI in scientific experimentation with minimal human intervention.
- Technological Innovation: By integrating OpenAI's GPT-5 with Ginkgo's cloud lab infrastructure, a closed-loop workflow was established, automating experiment design, execution, and data analysis, thereby improving the efficiency and accuracy of scientific research.
- Market Potential: Ginkgo is now selling AI-enhanced reaction mixes in its reagent store, indicating the commercial viability of AI-driven scientific research, which could lead to significant transformations in the field of biological research.
- Cost Reduction: Ginkgo's collaboration with OpenAI has led to a 40% reduction in reaction costs for cell-free protein synthesis, decreasing from $698 to $422 per gram, significantly enhancing experimental economics and promoting sustainable scientific research.
- Scale of Experiments: The autonomous lab executed over 36,000 experimental conditions within six months, generating nearly 150,000 experimental data points, showcasing the potential of AI in large-scale experimentation to accelerate scientific discovery.
- Technological Innovation: By integrating OpenAI's GPT-5 model with Ginkgo's cloud laboratory infrastructure, the system autonomously designed and executed experiments with minimal human involvement, marking a significant advancement in laboratory automation.
- Market Potential: Ginkgo is now selling the AI-enhanced reaction mix in its reagent store, indicating the commercial viability of AI-driven scientific research, which may attract increased attention and investment from research institutions and companies.

- Conference Schedule: Ginkgo Bioworks Co-Founder and CEO Jason Kelly is set to present at the 44th Annual J.P. Morgan Healthcare Conference on January 15, 2026, showcasing the company's latest advancements in bioengineering.
- Investor Relations: Detailed information and presentation slides will be posted on the company's investor relations website, aimed at enhancing communication with investors and increasing transparency to attract potential investors.
- Technological Innovation: Ginkgo Bioworks offers customizable R&D solutions, including protein engineering and cell-free systems, which help partners accelerate innovation and drive advancements in therapeutics, diagnostics, and manufacturing, highlighting the company's leadership in biotechnology.
- Biosecurity Strategy: Ginkgo Biosecurity is building next-generation infrastructure and technologies to address various biological threats, indicating the company's strategic importance and market demand in the global biosecurity sector.









