BRKR
Medical Devices · Healthcare
Analyst
Barclays
Equibles does not estimate personal net worth.
Luke Sergat is recorded as Analyst at Barclays. Luke Sergat has spoken on 14 earnings calls and 5 other investor events across 14 companies, most recently for 10x Genomics, Inc. on August 6, 2026. Those appearances were for Bruker Corp (BRKR), Twist Bioscience Corp (TWST), Iqvia Holdings Inc. (IQV), Guardant Health, Inc. (GH), Quest Diagnostics Inc (DGX) and 9 other companies. The companies whose calls Luke Sergat spoke on are classified in the Healthcare sector.
“Just on the 3Q updated guide, you previously thought the 3Q would be roughly flat. Now you're talking about a little step down here. Just wanted to know what got pushed out or what changed there.”
“Christian, I hope we still see you at AGBT. Perennial on the dance floor out there. I guess just on the commercial rework, what spurred the changes and what's the new look going to be like?”
“Just wanted to ask about if you guys have seen any demand pickup from the DoD list and the Wuji on the no-fly list. I know that was in June, but any signs of early wins or conversations with those customers?”
“Just a quick one on the bookings, just to clear up. So the bookings, were they down quarter over quarter? I'm just trying to get a level set of the overall dollar size that you guys had.”
“Did you already call out the amount of AI revs you guys had in the quarter or what's embedded for the full-year guide? So that's my first one. And then the second one is more, we're getting a more, I guess more not pushback from the market, but just more interest in the market from GenScript Turbo Show.”
Barclays
Analyst
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BRKR
Medical Devices · Healthcare
Diagnostics & Research · Healthcare
Diagnostics & Research · Healthcare
Diagnostics & Research · Healthcare
QGEN
Diagnostics & Research · Healthcare
RVTY
Diagnostics & Research · Healthcare