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    The Bull Case For QuidelOrtho (QDEL) Could Change Following Fresh Insider Buying By Top Executives

    Simply Wall St·12/06/2025 12:25:20
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    • In late November 2025, QuidelOrtho drew heightened attention after director Joseph D Jr. Wilkins bought 370 shares and CEO Brian J. Blaser purchased 23,500 shares, signaling leadership’s willingness to commit personal capital to the diagnostics company.
    • These insider purchases have become a focal point for investors, who often treat such buying as a real-time indicator of management’s conviction in the company’s prospects.
    • We’ll now examine how this insider buying wave could influence QuidelOrtho’s investment narrative built around global expansion, operational efficiency and margin recovery.

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    QuidelOrtho Investment Narrative Recap

    To own QuidelOrtho, you need to believe its global diagnostics footprint and operational clean-up can eventually outweigh current losses and COVID testing declines. The recent insider buying spike supports sentiment but does not materially change the immediate catalyst, which remains margin recovery, or the key risk, which is ongoing revenue pressure as legacy COVID and discontinued product lines roll off.

    The most relevant recent announcement here is QuidelOrtho’s updated 2025 revenue guidance of US$2.68 billion to US$2.74 billion, which frames those insider purchases against a backdrop of shrinking sales and sizable net losses. For investors, that guidance keeps the focus on whether cost savings, new assays such as the FDA cleared VITROS hs Troponin I test, and international growth can offset portfolio pruning and sustain the investment narrative.

    Yet while insider buying can be reassuring, investors should also be aware of the risk that ongoing product discontinuations and COVID normalization could still...

    Read the full narrative on QuidelOrtho (it's free!)

    QuidelOrtho's narrative projects $3.0 billion revenue and $17.2 million earnings by 2028. This requires 2.6% yearly revenue growth and an earnings increase of about $483.6 million from -$466.4 million today.

    Uncover how QuidelOrtho's forecasts yield a $37.67 fair value, a 36% upside to its current price.

    Exploring Other Perspectives

    QDEL Earnings & Revenue Growth as at Dec 2025
    QDEL Earnings & Revenue Growth as at Dec 2025

    Three Simply Wall St Community fair value estimates span roughly US$37.67 to US$83.22 per share, showing how far apart individual views can be. You may want to weigh that spread against the central risk that shrinking COVID revenues and discontinued product lines are pressuring both diversification and the path back to profitability.

    Explore 3 other fair value estimates on QuidelOrtho - why the stock might be worth over 2x more than the current price!

    Build Your Own QuidelOrtho Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.