Compugen (CGEN)
NASDAQ:CGEN
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.08Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful clinical and strategic progress: initiation and active enrollment of the MAIA-ovarian trial for COM701 with an interim PFS readout expected in Q1 2027, advancing partnered programs (AstraZeneca's rilvegostomig and Gilead's GS-0321) with substantial potential milestones, continued discovery momentum from the Unigen platform, and a solid cash position (~$134.9M) providing runway into 2029. Offsetting these positives were modest near-term financials (Q1 revenue down ~4.4% to $2.2M), higher R&D spending (+~19%) and a slightly larger net loss (+~6.9%), plus dependence on partner milestones and uncertainty around trial outcomes and enrollment details. On balance, the call portrays a company making strategic clinical and partnership advances while investing into development, with manageable but notable near-term financial and execution risks.Company Guidance
MAIA-ovarian Trial Initiation and Active Enrollment
COM701 randomized MAIA-ovarian adaptive platform trial launched and all sites open and enrolling across the U.S., Israel and France; interim analysis for median PFS expected by Q1 2027, supporting a potential registration path and combination backbone in relapsed platinum-sensitive ovarian cancer.
Clinical Activity and Differentiated Biology for COM701
Pooled ESMO data showed COM701 monotherapy and combinations were well tolerated with consistent durable responses in heavily pretreated platinum-resistant ovarian cancer; unique PVRIG biology may drive activity across PD-L1 positive and negative patients and inform broader development.
Strong Partner Progress on Rilvegostomig (Rilve)
AstraZeneca presented multiple abstracts at AACR including promising preclinical and DESTINY-Gastric03 Phase II combinability and antitumor activity; AZ estimates non-risk-adjusted peak annual revenue potential > $5 billion for Rilve — Compugen eligible for up to $195M in future regulatory/commercial milestones plus mid-single-digit tiered royalties.
GS-0321 (formerly COM503) Advancement with Gilead
GS-0321 Phase I dose-escalation trial progressing as planned; Compugen has received $90M to date from Gilead and is eligible for up to $758M in additional milestone payments plus up to double-digit royalties.
AI-Powered Discovery Platform Momentum (Unigen)
Unigen computational target discovery platform credited with identifying targets for COM701, COM902 and GS-0321, underpinning continued investment in early-stage immuno-oncology discovery and future innovative programs.
Solid Cash Position and Multi-Year Runway
Cash, cash equivalents, short-term deposits and marketable securities totaled approximately $134.9M as of March 31, 2026; company expects cash runway into 2029 (assuming no further inflows), supported by a December 2025 transaction with AstraZeneca that provided $65M of nondilutive capital.
CGEN 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
CGEN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 18, 2026 | $2.75 | $2.86 | +4.00% |
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% |
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 (CGEN) report earnings?
Compugen (CGEN) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Compugen (CGEN) earnings time?
Compugen (CGEN) earnings time is at Aug 11, 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 CGEN EPS forecast?
CGEN EPS forecast for the fiscal quarter 2026 (Q2) is -0.08.