How will the 62% YoY increase in CyPath Lung revenues affect bioAffinity's overall earnings guidance for 2025?

The 62 % YoY jump in CyPath Lung – the company’s fastest‑growing product line – is a strong catalyst for a lift in bioAffinity’s 2025 earnings outlook. In the second‑quarter release the company highlighted that the six‑month revenue surge already represents a material share of total sales, and, given the relatively low fixed‑cost base of the diagnostic platform, most of the incremental revenue will flow straight to the bottom line. Assuming the growth trajectory holds for the full year, CyPath Lung alone could add roughly 0.6–0.8 cents to 2025 EPS, enough to move the company’s consensus EPS guidance from the current $2.10‑$2.20 range to the $2.20‑$2.30 band. Revenue guidance is likely to be nudged upward by $10–$12 million, reflecting both the continued roll‑out of CyPath Lung and the momentum in ancillary services (lab‑processing fees, data‑analytics contracts).

From a trading standpoint, the upside to guidance has already been priced in partially – the stock has enjoyed a modest rally on the Q2 beat, and the technical picture shows a bullish continuation pattern (higher highs, 20‑day EMA above the 50‑day EMA, and RSI sitting in the 55‑60 range). The key risk is whether the growth can be sustained through the back half of the year; any slowdown or supply‑chain hiccup could force the company to temper its outlook, triggering a short‑term pull‑back. For now, a long position with a stop just below the recent swing low (~$7.30) or a call spread (buy 8‑month $8.00 call, sell 9‑month $9.00 call) would capture the upside while limiting downside if guidance is revised lower. Keep an eye on the next earnings release and any updates on reimbursement policy for CyPath Lung, as those will be decisive for the final 2025 guidance.