Valneva Se (VALN)
NASDAQ:VALN
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Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.19Last Year’s EPS
-0.16Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: strong R&D and clinical achievements (notably a clinically meaningful Lyme Phase III efficacy result with planned regulatory submissions, progress on Chikungunya and Shigella, and a solid cash buffer) are offset by pronounced near-term financial weakness (sharp revenue declines, margin compression, higher COGS from manufacturing transfer, widened net loss), a guidance downgrade tied to travel headwinds, and ongoing manufacturing/regulatory remediation at the Almeida site. Management is pursuing aggressive cost reductions and is positioning for a potential transformative regulatory outcome for Lyme, but near-term operational and financial challenges remain significant.Company Guidance
Lyme Phase III efficacy and regulatory path
Phase III readout showed clinically meaningful efficacy (overall efficacy above 70%); first prespecified statistical criterion not met but the second prespecified analysis met the lower bound (95% CI lower bound >20). Vaccine was well tolerated with no safety concerns; Pfizer is planning submissions to regulatory authorities.
Strong cash position
Total cash and cash equivalents at end-March 2026 were EUR 105.0 million (reported as "more than EUR 100 million"); this excludes proceeds from April 2026 financing.
Comprehensive operating expense reduction program
Launched program targeting a global workforce reduction of ~10%–15% and aiming for a 25%–35% reduction in operating expenses versus 2025 to preserve cash and extend runway.
Chikungunya progress and Brazil pilot campaign
IXCHIQ pilot vaccination campaign in Brazil has vaccinated >30,000 people to date, targeting >100,000; locally produced Butantan-chik achieved licensure in Brazil; study 406 (safety database) is well advanced and nearing enrollment completion.
Shigella program advancement
Tetravalent Shigella candidate is one of the most advanced programs: two studies ongoing (children in Africa and a CHIM immunogenicity/pilot efficacy study) with readouts expected over the summer; partner LimmaTech reported positive Phase I/II results; target global market > EUR 0.5 billion annually.
Strategic R&D focus and potential upside from Lyme
Company planning for potential Lyme success and to scale its R&D pipeline (organic and inorganic expansion), positioning to leverage core vaccine development capabilities and extend beyond vector-borne diseases.
VALN 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
VALN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $6.00 | $5.87 | -2.17% |
Mar 18, 2026 | $11.01 | $11.19 | +1.63% |
Nov 20, 2025 | $8.70 | $8.53 | -1.95% |
Aug 12, 2025 | $8.50 | $9.40 | +10.59% |
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 (VALN) report earnings?
Valneva Se (VALN) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
What is Valneva Se (VALN) earnings time?
Valneva Se (VALN) earnings time is at Aug 13, 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 VALN EPS forecast?
VALN EPS forecast for the fiscal quarter 2026 (Q2) is -0.19.