Valneva SE (GB:0OB3)
LSE:0OB3
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.06Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid revenue base (~EUR 170M), strong cash (nearly EUR 110M), successful debt refinancing and >20% reduction in operating cash burn are notable positives. Equally important are advanced, high‑value pipeline catalysts (Lyme Phase III readout in H1 2026; Shigella Phase II mid‑2026). Offsetting these positives are material operating and net losses (operating loss EUR 82.1M, net loss EUR 115.2M), inventory write‑downs and idle costs, margin impacts from batch failures, and near‑term revenue headwinds from reduced third‑party sales with lower 2026 guidance. Dependence on partner timing (Pfizer) and regulatory uncertainty add execution risk. Overall the call balances meaningful strategic and pipeline upside against significant near‑term financial and operational challenges.Company Guidance
Stable Top-Line and Product Sales
Total revenues exceeded EUR 170 million in 2025, slightly above 2024; total product sales were EUR 157.9 million (down -3.3% y/y; -1.3% at constant currency).
Proprietary Product Growth
Proprietary product sales (ex-currency effects) grew ~+9% year-over-year; IXIARO sales increased to EUR 98.4 million (+4.6% y/y; +7.2% at constant currency).
Strong Cash Position and Financial Flexibility
Closed the year with nearly EUR 110 million in cash and completed a successful debt refinancing to enhance financial flexibility.
Material Reduction in Operating Cash Burn
Achieved more than a 20% reduction in operating cash burn through disciplined cash management and cost initiatives.
Progress on Key Clinical Programs — Lyme (VLA15)
VALOR Phase III (approx. 10,000 participants) completed vaccinations; top‑line Phase III readout guided for H1 2026 (Pfizer is study sponsor). Positive results described as potentially transformational.
Advancement of Other Pipeline Programs
Shigella S4V2 Phase II (infant and CHIM studies) ongoing with data expected mid‑2026; IXCHIQ pilot vaccination campaign launched in Brazil in Feb 2026 with 18–59 age group and targeted 20–40% coverage.
Cost Discipline in SG&A
Marketing & distribution expense decreased to EUR 37.4 million (from EUR 52.4M) and G&A decreased to EUR 37.3 million (from EUR 42.8M), reflecting reduced launch spend and administrative cost cuts.
GB:0OB3 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
GB:0OB3 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 18, 2026 | €4.75 | €4.93 | +3.77% |
Nov 20, 2025 | €3.77 | €3.92 | +3.84% |
Aug 12, 2025 | €3.77 | €3.94 | +4.56% |
May 07, 2025 | €2.90 | €2.92 | +0.93% |
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 Valneva SE (GB:0OB3) report earnings?
Valneva SE (GB:0OB3) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is Valneva SE (GB:0OB3) earnings time?
Valneva SE (GB:0OB3) earnings time is at May 07, 2026, TBA (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 the P/E ratio of Valneva SE stock?
The P/E ratio of Valneva is N/A.
What is GB:0OB3 EPS forecast?
GB:0OB3 EPS forecast for the fiscal quarter 2026 (Q1) is -0.07.