908 Devices Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-15.1%projected annual EPS growth
Analyst Coverage
2analysts covering
FY Revenue (est.)
$68.6Mnext fiscal year
FY EPS (est.)
-$0.36next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 10 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Installed Base (Handheld Devices) Quarterly3.9KTarget: Continued expansion through global state, local, and federal defense placements
Recurring Revenue Share of Total Revenue Quarterly30.0%Target: Increase recurring mix via NIRLAB software subscriptions and consumables
Adjusted Gross Margin Quarterly57.0%Target: Mid-to-high-50% range for FY 2026
Watch Items
- Integration of NIRLAB AG and software subscription growthTrigger: NIRLAB revenue contribution falling below the expected $2.5 million for the remaining 8 months of 2026Action: Re-evaluate international sales channels and software subscription pricing models
- Frontline chemical detection and defense funding trendsTrigger: Significant reduction in U.S. state, local, or federal defense budgets for narcotics and threat detectionAction: Pivot commercial focus toward industrial or biopharma applications and adjust operating expense structure
Research as of 20 Jun 2026