4QK Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
High And Improving Product MarginsThe 73% product gross margin and expected full-year improvement indicate meaningful economic value in Codexis’s enzyme solutions. Sustained margin strength can support reinvestment in platform development, reduce the revenue needed for eventual break-even, and improve operating leverage as commercial activity scales.
Commercial Pipeline And Industry AdoptionA base of commercial enzyme-dependent products, new partner approvals, and numerous later-stage programs provides multiple routes to future demand. This diversified pipeline can strengthen recurring adoption of Codexis technology and create durable growth as customers advance products through development and commercialization.
Improved Liquidity And Operating RunwayThe financing materially extends the company’s ability to fund operations, capital expenditures, and planned GMP facility construction without an immediate need for additional capital. A longer runway gives management time to convert technical programs into commercial revenue while continuing platform investment.
Bears Say
Sharp Revenue Contraction And LumpinessThe steep TTM revenue decline shows that commercial activity remains uneven despite the company’s technology and pipeline. Lumpy customer manufacturing plans make revenue harder to forecast, can delay operating leverage, and increase dependence on successful execution in the second half of 2026.
Persistent Losses And Negative Cash GenerationCodexis is still consuming cash rather than funding operations internally, while substantial operating and net losses show that scale has not yet translated into profitability. Continued burn can restrict strategic flexibility and make future growth increasingly dependent on revenue improvement or external financing.
ECOsynthesis Scale-up And Conversion RiskECOsynthesis offers strategic potential, but the technology remains between demonstration and industrial commercialization. Technical hurdles in flow rates, enzyme configuration, temperature control, and sequence robustness could delay GMP readiness, while unfinalized customer contracts leave adoption and revenue timing uncertain.
Codexis News
4QK FAQ
What was Codexis’s price range in the past 12 months?
Currently, no data Available
What is Codexis’s market cap?
Codexis’s market cap is CHF111.05M.
When is Codexis’s upcoming earnings report date?
Codexis’s upcoming earnings report date is Oct 29, 2026 which is in 6 days.
How were Codexis’s earnings last quarter?
Codexis released its earnings results on Aug 11, 2026. The company reported -CHF0.107 earnings per share for the quarter, beating the consensus estimate of -CHF0.117 by CHF0.01.
Is Codexis overvalued?
According to Wall Street analysts Codexis’s price is currently Undervalued.
Does Codexis pay dividends?
Codexis does not currently pay dividends.
What is Codexis’s EPS estimate?
Codexis’s EPS estimate is -0.08.
How many shares outstanding does Codexis have?
Codexis has 109,505,770 shares outstanding.
What happened to Codexis’s price movement after its last earnings report?
Codexis reported an EPS of -CHF0.107 in its last earnings report, beating expectations of -CHF0.117. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Codexis?
Currently, no hedge funds are holding shares in CH:4QK
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Codexis Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
CHF5.36 (― Upside)
CHF5.36 (― Upside)
Blogger Sentiment
Neutral
CH:4QK Sentiment 50%
Sector Average 66%
Sector Average 66%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-53.26%
12-Months-Change
Fundamentals
Return on Equity
-74.36%
Trailing 12-Months
Asset Growth
-13.16%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Codexis
Codexis, Inc. is a biotechnology firm dedicated to the discovery, development, and commercialization of enzymes and other protein-based solutions. Its diverse portfolio encompasses advanced biocatalyst products and related services, specialized chemical intermediates vital for subsequent processing steps, and proprietary biocatalyst panels and kits that empower clients to conduct effective chemistry screening. The company also extends its expertise through biocatalyst screening and sophisticated protein engineering services. Central to its operations is the proprietary CodeEvolver protein engineering technology platform. This innovative platform is instrumental in crafting and delivering high-performance biocatalysts capable of driving chemical transformations, thereby significantly enhancing the efficiency and productivity of manufacturing processes. Beyond industrial applications, the CodeEvolver platform is also leveraged for identifying novel biotherapeutic drug candidates for targeted human diseases, as well as for developing enzymes essential for molecular biology research and in vitro diagnostic applications. Primarily serving pharmaceutical manufacturers, Codexis distributes its products through its dedicated direct sales and business development teams across the United States and Europe. Established in 2002, the company maintains its headquarters in Redwood City, California.
4QK Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a predominantly positive strategic and technical narrative: clear technology milestones (stereochemistry control, Starterless initiation), progressing scale demonstrations (hundreds of grams toward kilogram scale), active CDMO and biopharma engagements, improving product gross margin (73%) and disciplined expense reductions. Financially, the company showed a modest year-over-year revenue decline in the quarter, a pre-financing drop in cash balance, and an ongoing net loss. These negatives are mitigated by a successful $25M financing that restores pro forma cash to ~$79.8M and management's stated cash runway through 2028, plus reiterated 2026 revenue guidance ($70M–$76M). The primary remaining risks are revenue lumpiness, the need to convert pilot/tech-transfer activity into firm commercial contracts, and successfully industrializing ECOsynthesis at commercial scale. On balance, highlights (technical differentiation, commercial engagement, margin improvement, financing and runway) outweigh the lowlights (quarterly revenue decline, cash drawdown prior to financing, execution risk), supporting a constructive view of progress and prospects.View all CH:4QK earnings summaries