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Nautilus Biotechnolgy (NAUT)
NASDAQ:NAUT
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.13Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful technical progress, strong external validation, the successful public debut of the Voyager instrument, the early launch of an Early Access Program (Tau assay) and disciplined expense reductions that improved cash burn and extended runway through 2027. Offsetting these positives are limited near-term revenue (modest 2026 services revenue targeted at ~$0.5M), no current sales organization, and a planned increase in 2026 operating expenses and cash burn as the company invests to advance commercialization. On balance, the developments point to a company transitioning from development to early customer engagement with tangible validation and a clear commercialization timeline, though revenue and commercial execution risks remain in the near term.Company Guidance
Voyager Instrument Debut and Positive Community Reception
Public unveiling of the Nautilus Voyager instrument at US HUPO with highly positive feedback from researchers; provided the proteomics community its first tangible view of the system and reinforced interest from prospective customers.
Early Access Program Launched Ahead of Schedule
Iterative Mapping Early Access Program launched in January earlier than planned, beginning with the Tau proteoform assay; enables partners to submit samples, receive data and provide feedback to inform workflows and future commercial readiness (early engagements not expected to drive near-term revenue).
External Collaborations and Biological Validation
Strong external validation from collaborations with Buck Institute and Allen Institute producing biologically compelling tau proteoform data (differences across brain regions and disease severity) presented at World HUPO and US HUPO; supports claim of unique biological insight unavailable from conventional proteomics.
New Grant-Funded Collaboration for Alpha-Synuclein
18-month collaboration with Weill Cornell Medicine-Qatar and The Michael J. Fox Foundation focused on alpha-synuclein proteoforms; $1.6M total funding with approximately $1.2M to Nautilus to be recognized as work progresses over 2026-2027, extending platform into Parkinson's disease applications.
Technical Progress on Assays and Platform
Progress on broadscale assay configuration change with initial data from new chips encouraging; largest-scale experiments yet demonstrated decoding of proteins from complex mixtures (including cell lysates); fabrication improvements and indications of increased on-target binding.
Tau Proteoform Assay Ready for Early Access
Verification and validation of Tau proteoform assay largely complete and meeting requirements for accuracy, dynamic range, reproducibility and stability; on schedule to begin processing Early Access Program samples by end of Q1 2026.
Operational Discipline and Reduced Spend
Fiscal 2025 cost reductions: Q4 operating expenses $15.4M (down 23% YoY vs prior year period), full-year operating expenses $66.8M (down 18% YoY). R&D expenses $41.1M (down $9.4M or 19% YoY) and G&A $25.7M (down $5.3M or 17% YoY).
Improved Cash Position and Lower Burn
Ending cash, cash equivalents and investments of $156.1M; cash burn in 2025 was $50.2M, down from $57.8M in 2024 (approximately a 13% reduction). Company expects cash runway to extend through 2027 under current plan.
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 |
|---|---|---|---|
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% |
Apr 29, 2025 | $0.68 | $0.73 | +7.35% |
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 May 05, 2026, Before Open (Confirmed).
What is Nautilus Biotechnolgy (NAUT) earnings time?
Nautilus Biotechnolgy (NAUT) earnings time is at May 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NAUT EPS forecast?
NAUT EPS forecast for the fiscal quarter 2026 (Q1) is -0.15.