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Earnings Data
Report Date
Sep 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.25Last Year’s EPS
-0.11Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented several concrete operational and financial improvements: a strengthened balance sheet via nondilutive financing, a meaningful reduction in R&D expense tied to the Janssen transfer, a much smaller net loss, progressing late-stage trials run by J&J (Phase III head & neck and randomized Phase II lung) and clear advancement of the Curadigm platform (patents, MTAs, GMP/CMC steps). However, many positives are tempered by important caveats: the 2025 revenue improvement is substantially a one-time accounting adjustment, early clinical data (CONVERGE safety lead-in) are from a very small cohort, key development and commercialization decisions rest with J&J, and the cash runway depends on future contingent payments. Overall, operational momentum and improved financial flexibility weigh strongly in favor of a positive view, but execution and J&J-dependent milestones remain critical risks.Company Guidance
Progress in Johnson & Johnson Collaboration
Transferred sponsorship of the Phase III NANORAY-312 head & neck trial to J&J and J&J now runs operations and finances the study; CONVERGE (randomized Phase II in unresectable Stage III NSCLC) safety lead-in showed 5/7 responses (71% ORR) and 100% disease control in the small cohort; Phase II randomized readout expected beginning of 2027 and Phase III head & neck readout expected H1 2027.
Revenue Recognition Improvement (One-Time)
Reported positive revenue of EUR 32.6 million for 2025 versus negative EUR 7.2 million in 2024; the 2025 figure includes a nonrecurring EUR 21.8 million accounting impact related to the March 2025 amendment of the Janssen licensing agreement (purchase price adjustment).
Material Reduction in R&D Spend
R&D expenses fell to EUR 23.1 million in 2025 from EUR 40.5 million in 2024, a ~43% year-over-year decrease driven primarily by removal of Nanoray-312 development funding obligations after transfer to J&J.
Substantial Reduction in Net Loss
Net loss attributable to shareholders improved to EUR 24.0 million (EUR 0.50 per share) in 2025 from EUR 68.1 million (EUR 1.44 per share) in 2024 — a reduction of approximately 65%, driven by the noncash revenue recognition and lower R&D spend.
Strengthened Liquidity and Nondilutive Financing
Secured up to $71 million of nondilutive royalty financing with Healthcare Royalty Partners; cash and cash equivalents were EUR 52.8 million at 12/31/2025 (up from EUR 49.7 million), and management expects cash to fund operations into early 2028 assuming receipt of the remaining $21 million in Q4 2026.
Curadigm Platform Advancement
Curadigm (nanoprimer) development progressed: filed 4 new patent applications, initiated CMC activity and GMP manufacturing, advanced preclinical studies toward an IND, and executed >20 MTAs with pharma/biotech across oncology, rare disease and CNS — planned updates before end of summer.
Clinical Portfolio and IST Progress
Multiple investigator-sponsored trials (including MD Anderson trials) completed recruitment in 2025 with several readouts expected in 2026–2027; management highlighted 4 clinical trial results due this year (three completed) which could further inform value of NBTXR3.
Increased Market Visibility
Listed inclusion in the Euronext SBF 120 index in 2025, improving institutional visibility and attracting new investors.
FR:NANO 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
FR:NANO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2026 | €38.48 | €36.94 | -4.00% |
Mar 31, 2026 | €25.85 | €28.95 | +11.99% |
Nov 18, 2025 | €19.56 | €18.44 | -5.73% |
Sep 30, 2025 | €16.68 | €16.22 | -2.76% |
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 Nanobiotix SA (FR:NANO) report earnings?
Nanobiotix SA (FR:NANO) is schdueled to report earning on Sep 30, 2026, TBA (Confirmed).
What is Nanobiotix SA (FR:NANO) earnings time?
Nanobiotix SA (FR:NANO) earnings time is at Sep 30, 2026, TBA (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 the P/E ratio of Nanobiotix SA stock?
The P/E ratio of Nanobiotix is N/A.
What is FR:NANO EPS forecast?
FR:NANO EPS forecast for the fiscal quarter 2026 (Q2) is -0.25.