Compugen (CGEN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 18, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

-0.07

Last Year’s EPS

-0.08

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 2 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 02, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed materially positive financial and operational developments: a meaningful non‑dilutive capital infusion ($65M) that extended the cash runway into 2029, a large year‑over‑year revenue and profitability swing driven by partner upfronts, validated partnerships with AstraZeneca and Gilead, and clinical progress for COM701 and GS‑0321 (trial initiations, conference presentations, and global site expansion). Offsetting these positives are risks and limitations: revenues are lumpy and dependent on partner milestones, a delay moved the COM701 interim analysis to Q1 2027 (though sites are now open), and program timing and data disclosure remain partly controlled by partners. Overall, highlights (cash runway, profitability, partnerships, clinical advancement) outweigh the lowlights (timing, revenue concentration, partner dependence), supporting a positive outlook but with continued execution and partner‑dependent milestones being key.

Company Guidance

Management guided that, assuming no further cash inflows, Compugen’s cash runway now extends into 2029 supported by a 12/31/2025 cash balance of approximately $145.6 million (which included a $65.0 million upfront non‑dilutive payment from AstraZeneca); near‑term development milestones include an interim analysis for the COM701 MAIA ovarian trial in Q1 2027 and the next AstraZeneca trigger of BLA acceptance (an additional $25.0 million), which increases total remaining AZ milestones to up to $195.0 million (from $170.0 million); Gilead’s collaboration has already contributed €60.0 million upfront plus $30.0 million on IND clearance and leaves Compugen eligible for up to $758.0 million in further milestones plus single‑digit to low‑double‑digit royalties, and together the AstraZeneca and Gilead partnerships represent roughly up to $1.0 billion in potential milestones plus royalties (AstraZeneca has ~10 active Phase III rilvegostomig trials and previously estimated non‑risk‑adjusted peak annual revenue > $5.0 billion); financial guidance/metrics cited on the call included revenues of ~$67.3 million for Q4 2025 and ~$72.8 million for FY2025 (vs ~$1.5M and $27.9M in the comparable 2024 periods), R&D expense of ~$5.5M/Q4 and ~$22.8M FY2025 (vs $5.9M and $24.8M), G&A of ~$2.1M/Q4 and ~$8.9M FY2025 (vs $2.2M and $9.4M), and net profit of ~$56.8M (~$0.60 per share) for Q4 and ~$35.3M (~$0.38 per share) for FY2025 (vs net losses of ~$6.1M and ~$14.2M in 2024); management reiterated plans to use the runway to advance COM701 (28 sites open across the U.S., France and Israel), continue GS‑0321 (first patient dosed January 2025) and invest in the early‑stage pipeline.

Extended Cash Runway and Strong Year‑End Cash Balance

Cash runway extended into 2029 (assuming no further cash inflows) via a non‑dilutive transaction with AstraZeneca. Year‑end cash, cash equivalents, short‑term deposits and marketable securities totaled approximately $145.6M, which includes the $65.0M upfront payment from AstraZeneca.

Substantial Revenue Increase Driven by Partner Upfronts

Reported revenue for quarter ended 12/31/2025 of ~$67.3M vs ~$1.5M in the comparable quarter of 2024 (~+4,387%), and revenue for the year ended 12/31/2025 of ~$72.8M vs ~$27.9M in 2024 (~+161%). 2025 revenues included the $65.0M AstraZeneca upfront and components of the Gilead upfront/IND milestone.

Swing to Profitability

Quarter ended 12/31/2025 net profit of ~$56.8M (~$0.60 per basic and diluted share) vs a net loss of ~$6.1M (~$0.07 per share loss) in the comparable quarter of 2024. Full‑year 2025 net profit of ~$35.3M (~$0.38 per share) vs a net loss of ~$14.2M (~$0.16 per share) in 2024—driven primarily by non‑recurring partner payments.

Clinical Advancement of COM701 (Ovarian Program)

Initiated dosing in the MAIA adaptive randomized maintenance trial of COM701 in platinum‑sensitive ovarian cancer and expanded trial footprint globally; 28 sites are now open across the U.S., Israel and France. Pooled Phase I data in platinum‑resistant ovarian cancer presented at ESMO showed COM701 was well tolerated with consistent durable responses in heavily pretreated patients, especially those without liver metastases, supporting exploration in earlier‑line maintenance settings.

Progress on GS‑0321 and Partner Funding

GS‑0321 (anti–IL‑18BP antibody) entered Phase I dose‑escalation/expansion (first patient dosed January 2025) and received scientific presentation at SITC. Gilead paid €60.0M upfront plus $30.0M on IND clearance; Compugen is eligible for up to an additional $758.0M in future milestones plus tiered royalties (single‑digit to low double‑digit).

Partnership Validation and Upside from Rilvegostomig

Strategic relationship with AstraZeneca validated by a monetization transaction and continued broad late‑stage development of rilvegostomig (AstraZeneca running ~10–11 active Phase III trials). Company retained majority of royalty interest and remains eligible for mid‑single‑digit tiered royalties; AstraZeneca previously estimated non‑risk‑adjusted peak annual revenue potential for rilvegostomig above $5.0B.

Controlled Operating Expenses

R&D expenses decreased to ~$5.5M for the quarter (vs ~$5.9M prior year quarter, approx. -6.8%) and ~$22.8M for the year (vs ~$24.8M prior year, approx. -8.1%). G&A expenses also declined modestly to ~$2.1M for the quarter (vs ~$2.2M, approx. -4.5%) and ~$8.9M for the year (vs ~$9.4M, approx. -5.3%), reflecting lower spend as prior trials wound down while selectively funding MAIA and early‑stage programs.

Compugen (CGEN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CGEN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 18, 2026	2026 (Q1)	-0.07 / -	-0.08	―	―	―
Mar 02, 2026	2025 (Q4)	-0.07 / 0.60	-0.07	957.14% (+0.67)	―
Nov 10, 2025	2025 (Q3)	-0.08 / -0.07	0.01	-800.00% (-0.08)	―
Aug 06, 2025	2025 (Q2)	-0.06 / -0.08	-0.02	-300.00% (-0.06)	―
May 19, 2025	2025 (Q1)	-0.06 / -0.08	-0.08	0.00% (0.00)	―
Mar 04, 2025	2024 (Q4)	0.03 / -0.07	0.11	-163.64% (-0.18)	―
Nov 12, 2024	2024 (Q3)	-0.10 / 0.01	-0.11	109.09% (+0.12)	―
Aug 06, 2024	2024 (Q2)	-0.09 / -0.02	-0.11	81.82% (+0.09)	―
May 20, 2024	2024 (Q1)	-0.11 / -0.08	-0.11	27.27% (+0.03)	―
Mar 05, 2024	2023 (Q4)	0.10 / 0.11	-0.04	375.00% (+0.15)	―

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

CGEN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 02, 2026	$1.81	$2.25	+24.31%
Nov 10, 2025	$1.62	$1.67	+3.09%
Aug 06, 2025	$1.46	$1.46	0.00%
May 19, 2025	$1.39	$1.39	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 Compugen Ltd (CGEN) report earnings?

Compugen Ltd (CGEN) is schdueled to report earning on May 18, 2026, Before Open (Confirmed).

What is Compugen Ltd (CGEN) earnings time?

Compugen Ltd (CGEN) earnings time is at May 18, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is CGEN EPS forecast?

CGEN EPS forecast for the fiscal quarter 2026 (Q1) is -0.07.