Ginkgo Bioworks Holdings Sees New Partnership and Potential Undervaluation

Ginkgo Bioworks Holdings has partnered with the University of Illinois to advance oral health therapies through the ARPA-H funded MIGHTY initiative. Despite a 41% share price drop in the last month, the stock's 21% total shareholder return over the past year suggests investors still see growth potential in its biotech pipeline. The company is undervalued according to most popular narrative, with a fair value of $12, driven by ambitious profitability targets and future margins rarely seen in this sector. Strong traction in academic markets or successful monetization of new AI-powered data tools could change expectations for Ginkgo's long-term growth trajectory.