Nautilus Biotechnolgy (NAUT)
NASDAQ:NAUT
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Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.14Last Year’s EPS
-0.12Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized substantive technical and commercial progress: verified service lab, strong scientific collaborator results (including novel ApoE–Tau proteoform findings), nearly tripled qualified probes, targeted oncology assay progress, and deliberate commercial hires. Financially the company reduced operating expenses YoY and exited the quarter with $143.4M in cash and a stated runway through 2027. Offsetting these positives are external delays (Middle East conflict) that pushed grant revenue recognition and some reagent development later in the year, a nascent sales pipeline with only one named EAP customer so far, remaining verification/validation work before broadscale customer deployments, and modest expected revenue (~$0.5M) for 2026. On balance, accomplishments materially outweigh the challenges but execution and timing risks remain.Company Guidance
Early Access Program Launch and Strategic Collaborations
Launched Iterative Mapping Early Access Program in January 2026 and debuted the Voyager platform at US HUPO; established collaborations including the Michael J. Fox Foundation/Weill Cornell Medicine-Qatar alpha-synuclein program and ongoing work with Buck Institute and Allen Institute, enabling unique proteoform-level biological insights.
First Named Early Access Customer and Growing Scientific Engagement
Announced first named EAP customer, Baylor College of Medicine, and reported multiple active collaborator engagements (Buck Institute, Allen Institute, Neural Stem Cell Institute), positioning the service offering to generate publication-quality data and grant-supporting results.
Commercial Team Build-Out
Strengthened commercial organization by hiring Amber Faust as VP of Global Sales plus two additional sales hires (team of 3), improving readiness to prospect customers ahead of planned late-2026 preorder and early-2027 installations.
Service Lab Operational Milestone and Assay Verification
Formalized service lab capability and completed verification and validation for the Tau proteoform service assay; the assay met requirements for accuracy, dynamic range, reproducibility and stability, and standardized customer-facing data packages for publication-quality outputs.
Oncology Proteoform Assay Progress and Target Prioritization
Completed down-selection of oncology proteoform targets (examples: EGFR, AKT1, p53) and remain on target to place one oncology-focused proteoform assay into Early Access in H2 2026, expanding addressable markets beyond neurodegeneration.
Broadscale Assay Configuration Improvements and Probe Qualification Gains
Advanced key components for broadscale assays (flow cells, surface chemistry, computational models) and nearly tripled the number of probes qualified as assay-compatible in Q1 (≈3x increase in qualified probes), with largest number of high-cycle decode experiments to date and routine inclusion of lysate mixtures in experiments.
Compelling Scientific Findings Demonstrating Differentiation
Collaborator data (Buck Institute) revealed distinctive Tau proteoform distributions linked to ApoE mutations—biology previously intractable—demonstrating unique, highly differentiated single-molecule proteoform data that can drive discovery, publications and AI model training.
Cost Discipline and Cash Position
Q1 operating discipline: total operating expenses of $16.1M (down 14% YoY), R&D $9.7M (down 16% YoY), G&A $6.4M (down 12% YoY); ended quarter with $143.4M in cash, cash equivalents and investments and reported Q1 cash burn of $12.8M (including $1.1M cash from option exercises), with management stating runway through 2027.
NAUT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NAUT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $2.57 | $2.59 | +0.78% |
Feb 26, 2026 | $2.89 | $2.42 | -16.26% |
Oct 28, 2025 | $1.35 | $1.43 | +5.93% |
Jul 31, 2025 | $0.76 | $0.76 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nautilus Biotechnolgy (NAUT) report earnings?
Nautilus Biotechnolgy (NAUT) is schdueled to report earning on Aug 04, 2026, Before Open (Confirmed).
What is Nautilus Biotechnolgy (NAUT) earnings time?
Nautilus Biotechnolgy (NAUT) earnings time is at Aug 04, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is NAUT EPS forecast?
NAUT EPS forecast for the fiscal quarter 2026 (Q2) is -0.14.