William Blair analyst Matt Phipps has maintained their bullish stance on AUTL stock, giving a Buy rating yesterday.
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Matt Phipps has given his Buy rating due to a combination of factors related to both near-term execution and long-term potential. While Autolus’s preliminary fourth-quarter Aucatzyl revenue and 2026 sales outlook came in below his and the Street’s expectations, he sees the company’s emphasis on improving manufacturing efficiency and achieving positive gross margins in 2026 as an important value driver. The onboarding of more than 60 treatment centers is expected to boost patient volumes, which should further support margin expansion as volumes scale.
Phipps is also encouraged by the breadth of Autolus’s development pipeline and the potential to significantly expand Aucatzyl’s addressable market. Upcoming early-stage data in multiple sclerosis and AL amyloidosis, along with future updates in pediatric acute lymphoblastic leukemia and lupus nephritis, underpin his view that Aucatzyl could ultimately reach blockbuster-level sales. He believes the therapy’s distinct safety and efficacy profile will continue to support market share gains over time. Balancing the modestly weaker near-term guidance against these structural growth and margin improvement opportunities, he maintains a positive stance and reiterates a Buy recommendation on the shares.
In another report released yesterday, Needham also maintained a Buy rating on the stock with a $10.00 price target.