4QK Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Improving Margins And Cost DisciplineProduct gross margin reached 73% in Q2, with full-year margins expected in the high-60s, while R&D and SG&A declined year over year. This combination indicates improving unit economics and cost discipline, supporting a more scalable model as commercial activity develops.
Strengthened LiquidityThe financing materially extends Codexis’s operating runway and supports planned investment, including the GMP facility. Greater liquidity reduces near-term funding pressure, provides flexibility to advance product programs, and gives the company time to convert technical progress into commercial revenue.
Commercial And Pipeline BaseA base of 14 commercial enzyme-dependent products and a pipeline of approximately 15 Phase II/III programs provide multiple avenues for recurring demand and future adoption. This breadth can reduce reliance on a single program and support longer-term growth if partner products advance.
Bears Say
Revenue Pressure And LumpinessThe sharp TTM revenue contraction shows that Codexis has not yet established a predictable growth trajectory, while customer timing creates uneven quarterly results. This volatility complicates planning, limits operating leverage, and raises the risk that expected second-half revenue arrives later than planned.
Persistent Losses And Cash BurnNegative operating and free cash flow, alongside a continuing quarterly net loss, means the business is not yet self-funding. Continued investment therefore depends on achieving stronger revenue traction or securing external capital, which can constrain strategic flexibility and increase financing pressure.
ECOsynthesis Scale-Up ExecutionECOsynthesis has demonstrated technical progress but remains short of the kilogram-scale and commercial production milestones needed for broad adoption. Further work on flow rates, enzyme configuration, temperature control, and sequence robustness could delay contracts, revenue conversion, or the planned GMP expansion.
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 CHF112.15M.
When is Codexis’s upcoming earnings report date?
Codexis’s upcoming earnings report date is Oct 29, 2026 which is in 11 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:
CHF5.38 (― Upside)
CHF5.38 (― Upside)
Blogger Sentiment
Bearish
CH:4QK Sentiment 100%
Sector Average 66%
Sector Average 66%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-53.03%
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