PSNL: SEC Form 10-Q filed by Personalis Inc.
Q3 10-Q filed; pending Tempus merger, Moderna, VA MVP and Merck drive revenue concentration; related party revenue $5.9M in Q3 vs $1.1M…
What this filing says
Personalis filed its quarterly report for the period ended September 30, 2026, covering its financial statements. The filing highlights that its acquisition by Tempus is pending, which could affect relationships with customers and the business while the merger is incomplete. Shareholders should note that the filing discusses heavy reliance on a few large customers, including Moderna, the VA MVP and Merck.
Key figures
- Shares outstanding (Oct 30, 2026)
- 108,403,814 shares
- Related party revenue, Q3 2026
- $5.9 million
- Related party revenue, Q3 2025
- $1.1 million
- Related party revenue, nine months 2026
- $17.4 million
- Related party revenue, nine months 2025
- $3.5 million
Positive for shareholders
- The filing references belief that FDA approval of personalized cancer therapies may drive benefits to the business.
Negative for shareholders
- The pending Merger with Tempus may adversely affect relationships and the business while it is pending.
- A limited number of customers account for a substantial portion of revenue and receivables.
- Revenue from the former Natera commercial relationship made up substantially all of the enterprise sales category.
Written by Quantisnow AI from this filing. Not financial advice.
Key terms
- 10-Q:
- A quarterly financial report that public companies file with the SEC between annual reports.
- Merger:
- The agreed combination of Personalis with Tempus, which is not yet completed according to the filing.
- Remaining performance obligations:
- Contracted future work a company has yet to deliver and recognize as revenue.
- Contract liabilities:
- Payments a company has collected from customers before it has delivered the services.
FAQ
Is the Personalis and Tempus merger complete?
The filing describes the Merger as pending, so it had not been completed as of the filing.
Who are Personalis's largest customers?
The filing says it currently derives a substantial portion of revenue from Moderna, the VA MVP and Merck.
Historical context for PSNL
Across the 30 sessions after earlier PSNL headlines, the stock closed higher 12 times and lower 17 times, with a median move of 2.3% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | PSNL | SPY |
|---|---|---|---|
| Nov 3, 2026 | PSNL Shareholder Notice: Personalis $16.25 per Share Merger Under Investigation on Behalf of Shareholders | -0.1% | +0.3% |
| Oct 21, 2026 | Personalis NeXT Personal® Data Showcasing Ultrasensitive MRD to be Presented at ESMO 2026 | -0.3% | +0.5% |
| Oct 20, 2026 | Personalis Brings Resistance Mutation Tracking to NeXT Personal® MRD Test | +0.4% | +0.3% |
| Oct 6, 2026 | Personalis downgraded by BTIG Research | -2.3% | +0.5% |
| Aug 24, 2026 | Personalis downgraded by Craig Hallum with a new price target | -7.2% | -0.3% |
| Aug 5, 2026 | Personalis Reports Second Quarter Results and Recent Highlights | +0.0% | -0.2% |
- Market cap
- 30-day
- Sector
- Health Care
- Industry
- Medical Specialities
- Listed since
- 2019
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