Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$332.0M
38M shares
52-week range
$5.03 – $9.34
88% from low
Sector
MEASURING & CONTROLLING DEVICES, NEC
Exchange
NASDAQ
CS
Borrow rate
0.44%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $22.1M | $18.0M | $26.9M | $42.2M | $46.9M | $50.2M | $59.6M | $56.2M |
| Cost of revenue | $9.7M | $9.8M | $12.0M | $19.0M | $20.8M | $24.9M | $29.7M | $29.4M |
| Gross profit | $12.4M | $8.1M | $14.9M | $23.2M | $26.0M | $25.3M | $29.9M | $26.8M |
| Gross margin | 56.2% | 45.3% | 55.5% | 55.0% | 55.5% | 50.4% | 50.2% | 47.7% |
| R&D | $9.5M | $9.0M | $8.2M | $13.1M | $17.5M | $21.9M | $25.5M | $13.8M |
| Operating income | −$6.4M | −$12.1M | −$5.8M | −$22.1M | −$35.4M | −$42.8M | −$76.7M | −$24.2M |
| EBITDA | −$5.5M | −$11.2M | −$5.0M | −$20.8M | −$31.8M | −$40.3M | −$43.9M | −$28.9M |
| Net income | −$7.5M | −$13.4M | −$12.8M | −$22.2M | −$33.6M | −$36.4M | −$72.2M | −$36.6M |
| Net margin | -34.2% | -74.4% | -47.7% | -52.5% | -71.6% | -72.5% | -121.1% | -65.2% |
| EPS (diluted) | -0.93 | -2.02 | -2.35 | -0.79 | -1.07 | -1.13 | -2.12 | 0.54 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $69M | $-0.29 | $-0.29–$-0.28 | 2 |
| 2027 | $82M | $-0.31 | $-0.54–$-0.08 | 2 |
| 2028 | $100M | $-0.24 | $-0.24–$-0.24 | 1 |
| 2029 | $102M | $-0.20 | $-0.20–$-0.20 | 1 |
Forward consensus · source: Financial Modeling Prep
908 Devices Inc develops a suite of purpose-built handheld devices for point-of-need chemical analysis. Leveraging mass spectrometry, optical spectroscopy, analytics and machine learning technologies, the company makes devices that are smaller and more accessible than conventional laboratory instruments. Its devices, including MX908, ThreatID, XplorIR and VipIR, are used to analyze unknown materials and provide actionable answers in health, safety and defense technology applications, addressing the fentanyl and illicit drug crisis, toxic carcinogen exposure and security threats. The company reimagines mass spectrometry technology by developing smaller, lower-cost and simpler-to-operate devices compared to conventional instruments, and generates maximum revenue from the United States.
www.908devices.comNo one on the platform currently holds MASS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 230,200 | $1.4M |
No one on the platform has traded MASS yet.
| $158M |
| — |
| NNOXNano-X Imaging Ltd. | $1.21 | +11.01% | $84M | — |
| NPCENeuroPace, Inc. | $16.53 | +0.36% | $564M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 5.3× sales vs its 4.9× historical median P/S.
Fair value ≈ $8.18 · price $8.81 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$MASS adding on strength and on dips https://www.youtube.com/watch?v=MVQu-OYYDYQ&list=RDMVQu-OYYDYQ&start_radio=1
View on StockTwits ↗$MASS mirrors a "WD-40" blueprint by dominating a hyper-specific, mission-critical niche: shrinking multi-million-dollar laboratory mass spectrometers into handheld, rugged devices for elite military, customs, and first responders to instantly identify fentanyl and chemical threats. This rests on four pillars: Focus: Divesting its capital-intensive desktop business lets management focus entirely on its high-growth, high-margin handheld forensics and defense segments. Recurring Revenue: Gross margins expanded to 57%. Recurring revenues hit 30% of total sales, supercharged by the May 2026 acquisition of NIRLAB, which injects a high-retention SaaS software subscription model. Growth: Reaffirmed 2026 revenue guidance of $67M–$70M (19%–25% growth) is anchored by non-discretionary law enforcement modernization and the looming U.S. military AVCAD production contract. Balance Sheet: Boasting $111.7 million in cash and zero debt, the company is on track for full-year cash-flow positivity.
View on StockTwits ↗908 Devices Inc. ( $MASS ) SpicyTrade - Daily Stock Analysis https://youtu.be/yct-0m4p8Qg?si=ps0ntjs9h7y0Oju-
View on StockTwits ↗$MASS elected three Class III directors at its 2026 annual meeting, securing a quorum with 76.5% voting participation.
View on StockTwits ↗$MASS — 908 Devices options price alert: put open interest has fallen to 4.0. https://www.macroaxis.com/stock-options/MASS/908-Devices?utm_source=dlvr.it&utm_medium=stocktwits
View on StockTwits ↗$MASS I’ll take green on a miserable bio day …
View on StockTwits ↗$MASS https://landoncapital.net/908-devices-acquires-nirlab-for-15-million-in-narcotics-detection-deal/
View on StockTwits ↗$MASS Guidance raise VipIR rollout confirmation Smiths Spring Award coming Neurolab acquisition 30% recurring revenue milestone hit Near-zero cash burn
View on StockTwits ↗$MASS 07:38 on May. 06 2026 908 Devices Raises FY2026 Sales Guidance from $64.500M-$67.500M to $67.000M-$70.000M vs $65.808M Est #tradeideas
View on StockTwits ↗$MASS 07:15 on May. 06 2026 908 Devices To Acquire NIRLAB AG, A Maker Of AI-Powered, Cloud-Connected Near-Infrared Spectroscopy To Perform Handheld Chemical Analysis Of Narcotics, Terms Not Disclosed #tradeideas
View on StockTwits ↗$MASS acquired NIRLAB SA in a $15 million deal, paying cash and issuing stock.
View on StockTwits ↗$MASS Q1 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.32 down -126.02% YoY • Reported revenue of $13.38M up 13.62% YoY • 908 Devices now expects full year 2026 revenues to be in the range of $67M to $70M, representing 19% to 25% growth compared to 2025 revenue.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.