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Codexis (CH:4QK)
:4QK

Codexis (4QK) Price & Analysis

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4QK Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
High Margins And Cost DisciplineA 73% product gross margin and lower R&D and SG&A indicate improving unit economics and cost discipline. If sustained, this can support better operating leverage as enzyme products and collaborations scale, although profitability has not yet been reached.
Strengthened Liquidity And Operating RunwayThe financing materially extends Codexis’s ability to fund operations, research and planned GMP construction without immediate additional capital. Greater liquidity gives management time to commercialize programs and reduces near-term funding pressure.
Commercial Pipeline And Partner AdoptionExisting commercial products, late-stage partner programs and CDMO transfers provide multiple routes to recurring enzyme demand and licensing revenue. This breadth can reduce dependence on any single customer and create durable growth if adoption converts into contracts.
Bears Say
Sharp Revenue Contraction And LumpinessThe steep TTM contraction and uneven customer manufacturing schedules make revenue conversion difficult to forecast. Persistent volatility can delay operating leverage, complicate resource planning and weaken confidence that the pipeline will translate into steady growth.
Persistent Losses And Negative Cash GenerationCodexis remains dependent on external capital because operations are not self-funding. Continued losses and negative free cash flow could consume the current runway faster than planned if revenue growth or margin improvement fails to accelerate.
Elevated Leverage And Scale-up Execution RiskHigher leverage reduces financial flexibility while ECOsynthesis still faces flow-rate, enzyme-configuration and process-control challenges. Delays in reaching reliable kilogram-scale production could postpone commercial contracts and increase funding needs.

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 CHF145.74M.
    When is Codexis’s upcoming earnings report date?
    Codexis’s upcoming earnings report date is Oct 29, 2026 which is in 64 days.
      How were Codexis’s earnings last quarter?
      Codexis released its earnings results on Aug 11, 2026. The company reported -CHF0.106 earnings per share for the quarter, beating the consensus estimate of -CHF0.115 by CHF0.01.
        Is Codexis overvalued?
        According to Wall Street analysts Codexis’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          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 -CHF0.106 in its last earnings report, beating expectations of -CHF0.115. 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

                  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.

                  Codexis (4QK) Earnings & Revenues

                  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

                  4QK Stock 12 Month Forecast

                  Average Price Target

                  eyJuYXZpZ2F0b3IiOnsiZGlzYWJsZWQiOnRydWV9LCJleHBvcnRpbmciOnsiZW5hYmxlZCI6ZmFsc2V9LCJ0aXRsZSI6eyJ0ZXh0IjpudWxsfSwiY2hhcnQiOnsiaGVpZ2h0IjoyMDAsInN0eWxlIjp7ImZvbnRGYW1pbHkiOiJSb2JvdG8gRmxleCwgLWFwcGxlLXN5c3RlbSwgQmxpbmtNYWNTeXN0ZW1Gb250LCBTZWdvZSBVSSwgUm9ib3RvLCBIZWx2ZXRpY2EsIEFyaWFsLCBzYW5zLXNlcmlmLCBBcHBsZSBDb2xvciBFbW9qaSwgU2Vnb2UgVUkgRW1vamksIFNlZ29lIFVJIFN5bWJvbCIsImZvbnRXZWlnaHQiOiI0MDAiLCJjb2xvciI6IiM1ZDVkNWUifX0sInlBeGlzIjp7ImxhYmVscyI6eyJzdHlsZSI6eyJjb2xvciI6ImluaGVyaXQifX0sInZpc2libGUiOmZhbHNlfSwicGxvdE9wdGlvbnMiOnsic2VyaWVzIjp7InN0YXRlcyI6eyJpbmFjdGl2ZSI6eyJvcGFjaXR5IjoxfX19fSwieEF4aXMiOnsibGFiZWxzIjp7InN0eWxlIjp7ImNvbG9yIjoiaW5oZXJpdCJ9fSwidmlzaWJsZSI6ZmFsc2V9LCJsZWdlbmQiOnsic3ltYm9sUmFkaXVzIjowLCJzeW1ib2xQYWRkaW5nIjo0LCJzeW1ib2xIZWlnaHQiOjE0LCJib3JkZXJXaWR0aCI6MCwic3ltYm9sV2lkdGgiOjE0LCJhbGlnbiI6ImxlZnQiLCJ2ZXJ0aWNhbEFsaWduIjoiYm90dG9tIiwiZW5hYmxlZCI6ZmFsc2V9LCJ0b29sdGlwIjp7ImJhY2tncm91bmRDb2xvciI6IndoaXRlIn0sImNyZWRpdHMiOnsiZW5hYmxlZCI6ZmFsc2V9LCJhY2Nlc3NpYmlsaXR5Ijp7ImRlc2NyaXB0aW9uIjoiIn0sInNlcmllcyI6W3sidHlwZSI6ImFyZWEiLCJkYXRhIjpbXX1dfQ==
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