HBIO Harvard Bioscience Inc

XNAS 7.48 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

HBIO $7.48 —
Key stats
$7.48
52-Week Range
$3.95 – $9.40
YTD
+14.74%
Straddle Price
$3.67
P/C Vol Ratio
0.10
Market Cap
$0.0B
Open
$8.17
Day Range
$8.17 – $8.40
Volume
24,338
Prev Close
$8.23
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY1.25
Cost of Equity (CAPM)10.91% (VRP-adj)
WACC8.17%
Volatility Risk Premium-26.2pp (IV − HV30), ERP adj -25bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+10.4%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.0B
Return on Equity (TTM)-140.4%
Book / Price19.9%
Gross Margin (TTM)58.2%
FCF Margin (TTM)-1.3%
Debt / Equity4.94
Quality Score1/6 — cyclical/struggling (5y DCF)
SMA 50$8.00 (Market Anchor value)
SMA 20 / Bollinger Mid$8.26
Bollinger Width / SMA20101.1% (drives anchor stability)
Net Debt$0.0B
Market Cap$0B
60-Day Conviction
75%
20-Day Fair Value
≈ by Nov 25, 2026
$8.42
α +1.3% rank 67%
conviction
69%
40-Day Fair Value
≈ by Dec 24, 2026
$8.68
α +4.3% rank 65%
conviction
97%
60-Day Fair Value
≈ by Jan 22, 2027
$8.54
α +2.6% rank 63%
conviction
75%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0%
Peer EV/EBITDA n/a 0%
Peer P/B n/a 0%
Peer P/S n/a 0%
Market Anchor (SMA50) $8.00 100% stability 67% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-10-27 · updated
About
Industry (SIC)
LABORATORY ANALYTICAL INSTRUMENTS (3826) · industry map
Exchange
XNAS
Market Cap
$0.0B
Employees
339
List Date
2000-12-07
CIK
0001123494
Next Earnings
2026-11-05 (After-Close)
Headquarters
Holliston, MA
Homepage
https://www.harvardbioscience.com

Harvard Bioscience Inc is a developer, manufacturer, and seller of technologies, products, and services that enable advances in life science applications, including research, drug and therapy discovery, bioproduction, and preclinical testing. The company organizes its product line into two product families: Cellular and Molecular Technologies (CMT) and Preclinical. The CMT product family supports molecular, cellular, organ, and organoid research, as well as bioproduction and in vitro testing, while the Preclinical product family provides products for preclinical research and testing, including…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan9.95%-18.49%11.19%-18.37%-15.76%-23.16%-9.11%
Feb-9.48%-9.70%-6.29%-4.20%-48.88%22.20%-9.39%
Mar23.53%13.32%54.41%-2.53%-30.98%-17.60%6.69%
Apr27.39%-16.21%36.52%-10.33%-39.61%25.34%3.85%
May0.29%-33.82%-6.05%-17.02%37.31%-7.55%-4.47%
Jun14.11%1.12%-3.51%-10.38%9.47%-3.91%1.15%
Jul-4.25%1.62%-15.91%15.11%3.86%0.33%0.13%
Aug3.38%-11.53%-2.43%-6.49%13.51%28.53%4.16%
Sep-15.80%-20.50%-2.49%-0.74%-10.36%-1.49%-8.56%
Oct6.66%1.51%3.05%-7.48%15.36%2.34%*3.57%
Nov-9.23%-7.25%2.40%-8.33%32.58%--2.03%
Dec10.68%0.00%21.59%-4.09%-12.63%--3.11%
Total60.08%-68.53%104.39%-55.82%-61.90%12.00%-1.63%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $8.26
SMA 50: $8.00
SMA 200: $6.39
Current: $8.32
EMA 12: $8.27
EMA 26: $8.17
MACD: 0.1071 | Signal: -0.0218
BULLISH
ADX (14): 25.22
TREND
+DI: 16.92
−DI: 16.59

Momentum Oscillators

RSI (14): 55.32
NEUTRAL
Stoch %K: 44.07
Stoch %D: 49.93
Williams %R: -53.33

Volume & Volatility

BB Upper: $8.60
BB Lower: $7.91
NEUTRAL
OBV: 95,230,360
Vol SMA 20: 17,100
Vol ROC: 172.68%
ATR: $0.31
True Range: $0.23
HV 20: 30.6%
HV 30: 26.2%
HV 60: 37.0%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: HBIO

Executive Summary Overall Assessment: BEARISH (Confidence Level: 6/10)

Key Drivers:

  • Negative beta (-1.72) indicating stock moves opposite to market
  • Volatility regime is high (15.24), increasing risk
  • Recent news headlines are mixed, with a focus on earnings and management changes

Primary Risks:

  • High volatility regime, increasing risk of significant price movements
  • Negative correlation with the market, potentially leading to increased losses
  • Earnings misses or guidance disappointments could exacerbate bearish sentiment

Investment Thesis: HBIO's recent performance has been characterized by high volatility and a negative beta. While earnings have been strong, the stock's behavior suggests a potential correction is underway. Investors should exercise caution when considering HBIO, as the risks outweigh the potential rewards.

Recent News Sentiment Impact: NEUTRAL

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Downtrend Medium-term (1-3 months): Weak trend Long-term (3-12 months): Bullish

Support/Resistance Levels:

  • Lower Bollinger Band ($4.67)
  • Previous resistance level ($6.01)

Momentum Signals: RSI: 50.15 (neutral) MACD: Bullish crossover (-0.06 / Signal: -0.12 / Histogram: 0.06)

Volume Analysis: Volume SMA 20: 31663.15 On-Balance Volume (OBV): 94184932.97

News & Sentiment Analysis

Recent Headlines Summary: The recent news headlines are mixed, with a focus on earnings and management changes. While the company has reported strong revenue growth, there is no clear catalyst to drive the stock higher.

Sentiment Assessment: NEUTRAL Catalyst Identification: Earnings and product launches

Market Narrative: The market narrative suggests that HBIO's recent performance is driven by earnings and management changes, rather than a specific catalyst or trend.

Risk & Volatility Assessment

Beta Interpretation: High risk due to negative correlation with the market (-1.72)

Volatility Regime: High volatility regime (15.24), increasing risk

Options Market Signals: IV Rank: 33.6% (Medium) Put/Call Volume Ratio: 0.02 (Bullish sentiment)

Downside Protection: Support levels and risk management considerations are crucial to mitigate potential losses.

Market Context & Positioning

Sector Performance: Relative strength vs sector/market is neutral

Institutional Activity: Volume patterns suggesting institutional interest are low

Correlation Analysis: HBIO's correlation with the market is negative (-0.01), increasing risk

Relative Valuation: Position within trading range, with potential for a correction or breakout.

Key Levels & Action Items

Critical Price Levels: Support levels: $4.67 (Lower Bollinger Band) and $5.71 (SMA 50) Resistance level: $6.01 (Previous resistance)

Breakout/Breakdown Levels: Technical breakdown below $4.67 could lead to increased losses

Time-Sensitive Catalysts: Earnings and product launches could drive the stock higher or lower, respectively.

Risk Management: Stop-loss levels and position sizing considerations are crucial to manage risk effectively.

By analyzing the technical indicators, news headlines, and risk metrics, it is clear that HBIO's recent performance has been characterized by high volatility and a negative beta. While earnings have been strong, the stock's behavior suggests a potential correction is underway. Investors should exercise caution when considering HBIO, as the risks outweigh the potential rewards.

Generated
Earnings History
13 of 13 under expected move
Avg Expected Move
123.33%
Avg Actual Move
3.51%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-05-06 After-Close 1.43% 0.14% 0.10x Within
2021-08-05 After-Close 3.31% 0.88% 0.27x Within
2024-01-05 After-Close 37.34% 2.47% 0.07x Within
2024-05-07 After-Close 18.11% 1.87% 0.10x Within
2024-08-08 After-Close 54.05% 6.73% 0.12x Within
2024-11-07 After-Close 96.23% 7.53% 0.08x Within
2025-03-12 After-Close 350.00% 6.55% 0.02x Within
2025-05-12 After-Close 738.13% 5.25% 0.01x Within
2025-08-11 After-Close 20.87% 0.73% 0.03x Within
2025-11-06 After-Close 22.73% 0.49% 0.02x Within
2026-02-10 After-Close 26.67% 9.52% 0.36x Within
2026-05-12 After-Close 124.77% 2.87% 0.02x Within
2026-08-11 After-Close 109.71% 0.65% 0.01x Within

Earnings calendar: this week’s reports with expected vs actual moves →

HBIO Options Activity & IV Rank

Volatility Metrics

Current IV: —
7-DTE IV: —
Expected Move: $3.67
7-DTE Move: $3.67
Days to Exp: — (2026-08-21)

Options Flow

Call Volume: 10
Put Volume: 1
P/C Volume: 0.1
BULLISH
Call OI: 150
Put OI: 11
P/C OI: 0.073
Total OI: 161

ATM Options Pricing

ATM Call: $0.38
ATM Put: $3.30
Call %: 5.0%
Put %: 44.1%

Chain Summary

Chain Volume: 11
Chain OI: 161
Last Updated: 8/21/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 63rd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
63%
vs own history
GEX tilt
+0.88
OI-weighted, today
Vanna tilt
+0.78
δ-sensitivity to IV
Charm tilt
-0.72
δ-decay vs time
Vanna tilt +0.78: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.72: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 3 ATM contracts, 1k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Aug 17 · No data
30 DTE / 10d —
— pts EXTREME
as of Aug 17 · No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)$3.67Aug 21
Beta Analysis

Risk Metrics

Beta: 1.2069
Alpha: 92.82%
Correlation: 0.1750
R-Squared: 3.1%
Stock Volatility: 87.9%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own HBIO
3 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$611K
0.00%
#2529 of 3138-2.1%13F
Millennium Management Hedge fund
Izzy Englander
$201K
0.00%
#3492 of 3716-29.6%13F
Citadel Hedge fund
Ken Griffin
$81K
0.00%
#5867 of 6285new13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

HBIO Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 4,478,850 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

41 filers7,649,366 shares$13.91M value170.79% of float
# Filer Shares Value % of Total % of Float Period
1 WEBER CAPITAL MANAGEMENT LLC /ADV 299,816 $2.37M 17.07% 6.69% 2026-09-30
2 AMH Equity Ltd 4,047,535 $1.77M 12.76% 90.37% 2025-09-30
3 Vanguard Group Inc Custodian 1,923,275 $1.29M 9.25% 42.94% 2025-12-31
4 Meros Investment Management, LP 182,992 $1.13M 8.09% 4.09% 2026-06-30
5 ACADIAN ASSET MANAGEMENT LLC 179,614 $1.10M 7.93% 4.01% 2026-06-30
6 Vanguard Capital Management LLC 169,625 $1.04M 7.50% 3.79% 2026-06-30
7 NANO CAP NEW MILLENNIUM GROWTH FUND L P 143,082 $879.95K 6.33% 3.19% 2026-06-30
8 CORSAIR CAPITAL MANAGEMENT, L.P. 122,810 $755.28K 5.43% 2.74% 2026-06-30
9 Two Sigma Investments, LP Custodian 114,545 $704.45K 5.06% 2.56% 2026-06-30
10 RENAISSANCE TECHNOLOGIES LLC 99,327 $610.86K 4.39% 2.22% 2026-06-30
11 BlackRock, Inc. Custodian 61,834 $380.28K 2.73% 1.38% 2026-06-30
12 Geode Capital Management, LLC Custodian 47,555 $292.53K 2.10% 1.06% 2026-06-30
13 ESSEX INVESTMENT MANAGEMENT CO LLC 26,973 $213.63K 1.54% 0.60% 2026-09-30
14 Mink Brook Asset Management LLC 33,369 $205.22K 1.48% 0.74% 2026-06-30
15 Millennium Management LLC Custodian 32,620 $200.61K 1.44% 0.73% 2026-06-30
16 Vanguard Fiduciary Trust Co 27,730 $170.54K 1.23% 0.62% 2026-06-30
17 Williams & Novak Wealth Management, LLC 16,555 $131.12K 0.94% 0.37% 2026-09-30
18 UBS Group AG Custodian 17,581 $108.12K 0.78% 0.39% 2026-06-30
19 RBF Capital, LLC 16,000 $98.40K 0.71% 0.36% 2026-06-30
20 State Street Corp 14,932 $91.83K 0.66% 0.33% 2026-06-30
21 Jane Street Group, LLC Custodian 13,982 $85.99K 0.62% 0.31% 2026-06-30
22 Citadel Advisors LLC Custodian 13,251 $81.49K 0.59% 0.30% 2026-06-30
23 Goldman Sachs Group Inc Custodian 10,657 $65.54K 0.47% 0.24% 2026-06-30
24 Bank of New York Mellon Corp Custodian 10,230 $62.91K 0.45% 0.23% 2026-06-30
25 FMR LLC Custodian 3,179 $19.55K 0.14% 0.07% 2026-06-30
2 filers$19.25K notional
# Filer Notional Value % of Total Period
1 GROUP ONE TRADING LLC Custodian $14.14K 73.49% 2026-06-30
2 Wolverine Trading, LLC Custodian $5.10K 26.51% 2025-09-30
# Filer Notional Value % of Total Period

HBIO Insider Trading (Form 4)

Latest: 2026-06-12
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-06-12 Katherine A. Eade Director Award (A) +16,556 — EDGAR
2026-06-11 Robert E. Gagnon Director Award (A) +16,556 — EDGAR
2026-06-11 Stephen J Denelsky Director Award (A) +16,556 — EDGAR
2026-06-11 Seth Benjamin Benson Director Award (A) +16,556 — EDGAR
2026-06-11 William Snider Director Award (A) +16,556 — EDGAR
2026-04-01 Mark T Frost Chief Financial Officer Buy (P) +5,000 $5.00 $25.0K EDGAR
2026-04-01 Mark T Frost Chief Financial Officer Award (A) +30,000 — EDGAR
2026-03-23 John D Duke Chief Executive Officer Award (A) +75,000 — EDGAR
2026-03-18 William Snider Director Buy (P) +21,000 $4.93 $103.6K EDGAR
2026-03-18 Stephen J Denelsky Director Buy (P) +10,000 $4.87 $48.7K EDGAR
2026-03-17 John D Duke Chief Executive Officer Buy (P) +5,000 $5.01 $25.1K EDGAR
2025-12-30 William Snider Director Award (A) +110,000 — EDGAR
2025-10-07 Stephen J Denelsky Director Award (A) +110,000 — EDGAR
2025-08-19 James W Green Director Mixed −392,522 $0.53 -$23.7K EDGAR
2025-08-11 John D Duke Chief Executive Officer Award (A) +1,000,000 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

HBIO Insider Holdings

9 insiders · @ $8.32
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 James W Green Chief Executive Officer 406,278 $3.38M -$504.3K 57 2025-08-19
2 John D Duke Chief Executive Officer 180,000 $1.50M $25.1K 3 2026-03-23
3 Katherine A. Eade Director 58,669 $488.1K $98.8K 19 2026-06-12
4 William Snider Director 48,556 $404.0K $103.6K 3 2026-06-11
5 Mark T Frost Chief Financial Officer 47,500 $395.2K $25.0K 3 2026-04-01
6 Stephen J Denelsky Director 37,556 $312.5K $48.7K 3 2026-06-11
7 Robert E. Gagnon Chief Financial Officer 27,556 $229.3K -$2.37M 26 2026-06-11
8 Seth Benjamin Benson Director 27,556 $229.3K $0 2 2026-06-11
9 Jennifer Cote Chief Financial Officer 15,902 $132.3K $0 5 2025-03-21
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

HBIO Board & Officers

As of SEC filings through Jun 12, 2026

Directors 6

Officers 2

  • John D Duke · Chief Executive Officer · listed since Aug 2025
  • Mark T Frost · Chief Financial Officer · listed since Apr 2026
Changes in the last 10 years (33)
Apr 1, 2026Mark T Frost listed as Chief Financial Officer (previously Interim CFO) in SEC filings
Dec 17, 2025William Snider became a director
Sep 5, 2025Stephen J Denelsky became a director
Aug 19, 2025James W Green reported in an SEC filing no longer being a director
Aug 19, 2025James W Green reported in an SEC filing no longer being Chief Executive Officer
Aug 11, 2025John D Duke first listed as Chief Executive Officer in an SEC filing
Jul 18, 2025Robert E. Gagnon no longer listed as Chief Financial Officer in SEC filings
Jul 18, 2025Robert E. Gagnon first listed as a director in an SEC filing
Jul 16, 2025Seth Benjamin Benson became a director
Jun 10, 2025The company announced the departure of Alan I Edrick from the board in an SEC filing
Jun 2, 2025John D Duke became a director
May 30, 2025The company announced the departure of Thomas W Loewald from the board in an SEC filing
May 12, 2025Mark T Frost became Interim CFO
Apr 10, 2025The company announced the departure of Bertrand Loy from the board in an SEC filing
Apr 7, 2025The company announced the departure of Jennifer Cote as Chief Financial Officer in an SEC filing
Mar 7, 2024Jennifer Cote no longer listed as a director in SEC filings
Jan 3, 2024Jennifer Cote listed as Chief Financial Officer (previously Interim CFO) in SEC filings
Jan 3, 2024Jennifer Cote first listed as a director in an SEC filing
Jan 1, 2023Jennifer Cote became Interim CFO
Dec 7, 2022The company announced the departure of Michael A. Rossi as Chief Financial Officer in an SEC filing
Not reported recently (8)
  • John F Kennedy · Last reported as a director in an SEC filing dated Mar 26, 2021
  • Susan M. Steele · Last reported as a director in an SEC filing dated Jan 6, 2021
  • Yash Singh · Last reported as Executive Vice President in an SEC filing dated Nov 5, 2019
  • Kamalam Unninayar · Last reported as Chief Financial Officer in an SEC filing dated Apr 2, 2019
  • Yong Sun · Last reported as VP - Commercial Operations in an SEC filing dated Jan 3, 2019
  • George Uveges · Last reported as a director in an SEC filing dated Mar 15, 2018
  • Earl R Lewis · Last reported as a director in an SEC filing dated Jan 4, 2018
  • David Green · Last reported as a director in an SEC filing dated Feb 10, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
7 ETFs hold HBIO
7 shown · $1.39M total exposure · 0.00% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $977,882 — 2026-09-30
2 VXF Vanguard Extended Market ETF Vanguard 0.00% $352,305 — 2026-09-30
3 DFSU Dimensional US Sustainability Core 1 ETF Dimensional 0.00% $15,653 $2.4B 2026-10-23
4 DFAS Dimensional US Small Cap ETF Dimensional 0.00% $13,366 — 2026-10-23
5 DXUV Dimensional US Vector Equity ETF Dimensional 0.00% $10,115 — 2026-10-23
6 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.00% $8,469 — 2026-10-23
7 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.00% $7,637 — 2026-10-23
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
—
TTM Diluted EPS
$-2.35
TTM Revenue
$87.81M
TTM Net Income
$-10.41M
TTM Op. Cash Flow
$651.00K
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$22.73M$-2.91M$-0.64$325.00K
Q1 '262026-03-31$20.75M$-3.42M$-0.77$-662.00K
Q4 '252025-12-31$23.73M$-2.85M$-0.60$-96.00K
Q3 '252025-09-30$20.59M$-1.23M$-0.30$1.08M
Q2 '252025-06-30$20.45M$-2.28M$-0.52$2.75M
Q1 '252025-03-31$21.77M$-50.34M$-11.42$2.99M
Q4 '242024-12-31$24.56M$18.00K$0.10$1.73M
Q3 '242024-09-30$21.97M$-4.80M$-1.10$-842.00K
Q2 '242024-06-30$23.10M$-2.93M$-0.70$-846.00K
Q1 '242024-03-31$24.51M$-4.69M$-1.10$1.40M
Q4 '232023-12-31$28.15M$-1.82M$-0.40$4.30M
Q3 '232023-09-30$25.36M$-1.24M$-0.30$4.36M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-11
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
5.02
P/S
0.42
EV/EBITDA
13.09
EV/Sales
0.77
ROE
-140.4%
ROA
-13.6%
Div Yield
0.00%
FCF Yield
1.75%
Debt/Equity
4.95
Current Ratio
—
Market Cap
$37.26M
as of 2026-10-26
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
45.00K
SI % of Float
1.33%
Days to Cover
2.61
Short Vol Ratio
24.4%
Free Float
3.38M
Float %
74.3%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-08-14