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Form 8-K

sec.gov

8-K — Seer, Inc.

Accession: 0001193125-26-344748

Filed: 2026-08-11

Period: 2026-08-11

CIK: 0001726445

SIC: 3826 (LABORATORY ANALYTICAL INSTRUMENTS)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — ck0001726445-20260811.htm (Primary)

EX-99.1 (ck0001726445-ex99_1.htm)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: ck0001726445-20260811.htm · Sequence: 1

8-K

false000172644500017264452026-08-112026-08-11

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported):

August 11, 2026

Seer, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-39747

82-1153150

(State or other jurisdiction of

(Commission

(I.R.S. Employer

incorporation)

File Number)

Identification No.)

3800 Bridge Parkway, Suite 102

Redwood City, California 94065

(Address of principal executive offices, including zip code)

650-453-0000

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last reports)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Exchange Act:

Title of each class

Trading Symbol

Name of each exchange on which registered

Class A Common Stock, par value $0.00001 per share

SEER

The NASDAQ Stock Market LLC

(The NASDAQ Global Select Market)

Preferred Stock Purchase Rights

N/A

The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On August 11, 2026, Seer, Inc. issued a press release (the “Press Release”) announcing results for the quarter ended June 30, 2026. A copy of the Press Release is attached as Exhibit 99.1 to this current report on Form 8-K and is incorporated by reference herein.

The information under Item 2.02 in this current report on Form 8-K and the related information in the exhibit attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.

Description

99.1

Press Release dated August 11, 2026.

104

Cover Page from this Current Report on Form 8-K, formatted in Inline XBRL.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

SEER, INC.

Date: August 11, 2026

By:

/s/ David Horn

David Horn

President and Chief Financial Officer

EX-99.1

EX-99.1

Filename: ck0001726445-ex99_1.htm · Sequence: 2

EX-99.1

Seer Reports Second Quarter 2026 Financial Results

and Reaffirms Full Year 2026 Outlook

REDWOOD CITY, Calif. – August 11, 2026 – Seer, Inc. (Nasdaq: SEER) (“Seer” or the “Company”), the pioneer and trusted partner for deep, unbiased proteomic insights, today announced financial results for the quarter ended June 30, 2026.

Recent Highlights

Achieved revenue of $3.1 million in the second quarter of 2026

Our collaborators from Korea University presented preliminary data at the 74th American Society for Mass Spectrometry Conference (ASMS), demonstrating potential of AI-driven plasma proteomics for multi-cancer screening

Proteograph leveraged in an independent study published in Nature Genetics, “Nanoparticle-enriched mass spectrometry proteomics in British South Asians identifies links between genetic variants, plasma protein levels and disease risk”

Initiated enforcement of our intellectual property rights against Nanomics Biotechnology Co., Ltd., with the U.S. International Trade Commission opening an investigation into Nanomics' importation of products believed to infringe Seer’s patents

Strong patent position exemplified by the European Patent Office concluding that Brigham and Women’s Hospital’s patent, exclusively licensed by Seer, will be maintained on the basis of claims covering particle-based enrichment for proteomics

Repurchased approximately 200,000 Class A common shares under our share repurchase program authorization as of June 30, 2026

Ended the quarter with approximately $209.5 million of cash, cash equivalents, and investments

"I’m proud that our technology is enabling the scientific community to do impactful work previously not possible. An important highlight this quarter was the presentation at the ASMS from our customers on how AI-driven proteomics can impact early detection of cancer,” said Omid Farokhzad, Chair and Chief Executive Officer. “During the quarter, we strengthened our commercial team, positioning Seer to better convert scientific leadership into revenue, and we took action to protect our core intellectual property on two continents."

Second Quarter 2026 Financial Results

Revenue was $3.1 million for the second quarter of 2026, a 23% decrease, compared to $4.1 million for the corresponding prior year period, primarily due to lower product and service revenue as a result of continuing macroeconomic headwinds in academic and government funding and continued elongation of sales cycles in some commercial accounts related to extended customer evaluations. Product revenue for the second quarter of 2026 was $2.3 million, consisting of sales of Proteograph instruments and consumable kits. Service revenue was $0.7 million for the second quarter of 2026. Other revenue was $0.1 million for the second quarter of 2026.

Gross profit was $1.5 million and gross margin was 49% for the second quarter of 2026.

Operating expenses were $18.3 million for the second quarter of 2026, including $1.5 million in stock-based compensation, a 19% decrease, compared to $22.6 million for the corresponding prior year period, including $3.7 million in stock-based compensation. The decrease in operating expenses was primarily driven by a decrease in employee compensation expenses, including stock-based compensation.

Net loss was $16.9 million for the second quarter of 2026, compared to $19.4 million for the corresponding prior year period.

Free cash flow, defined as net cash used in operating activities of approximately $25.0 million, less net purchases of property and equipment of approximately $265 thousand, for the six months ended June 30, 2026 was approximately negative $25.3 million.

Cash, cash equivalents and investments were approximately $209.5 million as of June 30, 2026.

2026 Guidance

Seer continues to expect full year 2026 revenue to be in the range of $16 million to $18 million, representing growth of 3% at the midpoint over full year 2025.

Webcast Information

Seer will host a conference call to discuss the second quarter 2026 financial results on Tuesday, August 11, 2026, at 1:30 pm Pacific Time / 4:30 pm Eastern Time. A webcast of the conference call can be accessed at https://investor.seer.bio. The webcast will be archived and available for replay for at least 90 days after the event.

About Seer, Inc.

Seer, Inc. (Nasdaq: SEER) sets the standard in deep, unbiased proteomics, delivering insights with a scale, speed, precision and reproducibility previously unattainable. Seer’s Proteograph® Product Suite integrates proprietary engineered nanoparticles, streamlined automation instrumentation, optimized consumables and advanced analytical software to overcome the limitations of traditional proteomic methods. Seer’s products are for research use only and are not intended for diagnostic procedures. For more information, visit www.seer.bio.

For more information, please email us at pr@seer.bio.

Forward Looking Statements

This communication contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Such forward-looking statements are based on Seer’s beliefs and assumptions and on information currently available to it on the date of this press release. Forward-looking statements may involve known and unknown risks, uncertainties and other factors that may cause Seer’s actual results, performance, or achievements to be materially different from those expressed or implied by the forward-looking statements. These statements include but are not limited to statements regarding Seer’s plans and expectations regarding the adoption of Seer’s products, revenue growth, and the enforcement of its intellectual property rights. These and other risks are described more fully in Seer’s filings with the Securities and Exchange Commission (“SEC”) and other documents that Seer subsequently files with the SEC from time to time. Except to the extent required by law, Seer undertakes no obligation to update such statements to reflect events that occur or circumstances that exist after the date on which they were made.

Media Contact:

Patrick Schmidt

pr@seer.bio

Investor Contact:

Marissa Bych

investor@seer.bio

SEER, INC.

Condensed Consolidated Statements of Operations and Comprehensive Loss

(Unaudited)

(in thousands, except share and per share amounts)

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

Revenue:

Product

$

2,323

$

2,726

$

4,433

$

5,616

Service

679

797

1,219

2,000

Related party

409

56

461

Other

100

119

187

179

Total revenue

3,102

4,051

5,895

8,256

Cost of revenue:

Product

1,011

1,167

2,406

2,541

Service

347

395

517

926

Related party

69

6

139

Other

238

309

478

478

Total cost of revenue

1,596

1,940

3,407

4,084

Gross profit

1,506

2,111

2,488

4,172

Operating expenses:

Research and development

8,209

11,985

17,015

23,335

Selling, general and administrative

10,138

10,656

19,570

22,098

Total operating expenses

18,347

22,641

36,585

45,433

Loss from operations

(16,841

)

(20,530

)

(34,097

)

(41,261

)

Other income (expense):

Interest income

2,052

2,992

4,277

6,209

Loss on equity method investment

(2,088

)

(1,841

)

(3,816

)

(3,416

)

Other income (expense)

(13

)

3

(81

)

(755

)

Total other income (expense)

(49

)

1,154

380

2,038

Loss before provision for income taxes

(16,890

)

(19,376

)

(33,717

)

(39,223

)

Provision for income taxes

9

48

19

149

Net loss

$

(16,899

)

$

(19,424

)

$

(33,736

)

$

(39,372

)

Other comprehensive loss:

Unrealized gain (loss) on available-for-sale securities

(272

)

2

(795

)

171

Comprehensive loss

$

(17,171

)

$

(19,422

)

$

(34,531

)

$

(39,201

)

Net loss per share attributable to Class A and Class B

common stockholders, basic and diluted

$

(0.31

)

$

(0.33

)

$

(0.61

)

$

(0.67

)

Weighted-average shares used in computing net loss per

share attributable to Class A and Class B common

stockholders, basic and diluted

55,164,080

58,087,565

55,577,709

58,744,490

SEER, INC.

Condensed Consolidated Balance Sheets

(Unaudited)

(in thousands, except share and per share amounts)

June 30,

2026

December 31,

2025

ASSETS

Current assets:

Cash and cash equivalents

$

26,075

$

47,285

Short-term investments

126,778

138,612

Accounts receivable, net

2,136

4,282

Related party receivables

56

300

Other receivables

1,240

1,370

Inventory

7,663

7,795

Prepaid expenses and other current assets

2,150

1,890

Total current assets

166,098

201,534

Long-term investments

56,631

54,686

Operating lease right-of-use assets

19,281

20,488

Property and equipment, net

12,177

14,754

Restricted cash

524

524

Other assets

1,927

4,097

Total assets

$

256,638

$

296,083

LIABILITIES AND STOCKHOLDERS’ EQUITY

Current liabilities:

Accounts payable

$

3,161

$

5,611

Accrued expenses

4,998

7,135

Deferred revenue

372

341

Operating lease liabilities, current

2,714

2,575

Other current liabilities

22

29

Total current liabilities

11,267

15,691

Operating lease liabilities, net of current portion

19,676

21,077

Other noncurrent liabilities

15

8

Total liabilities

30,958

36,776

Commitments and contingencies

Stockholders’ equity:

Preferred stock, $0.00001 par value; 5,000,000 shares authorized as of

June 30, 2026 and December 31, 2025; zero shares issued and

outstanding as of June 30, 2026 and December 31, 2025

Class A common stock, $0.00001 par value; 94,000,000 shares authorized

as of June 30, 2026 and December 31, 2025; 55,300,389 and

56,219,599 shares issued and outstanding as of June 30, 2026 and

December 31, 2025, respectively

1

1

Class B common stock, $0.00001 par value; 134,268 shares authorized

as of June 30, 2026 and December 31, 2025; zero shares

issued and outstanding as of June 30, 2026 and December 31, 2025

Additional paid-in capital

725,723

724,819

Accumulated other comprehensive gain (loss)

(336

)

459

Accumulated deficit

(499,708

)

(465,972

)

Total stockholders’ equity

225,680

259,307

Total liabilities and stockholders’ equity

$

256,638

$

296,083

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Aug. 11, 2026

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