Codexis highlights stereochemistry advances for scalable RNA manufacturing at TIDES USA
Codexis highlighted new advancements in RNA therapeutic manufacturing at TIDES USA 2026, focusing on its ECO Synthesis Manufacturing Platform. The company demonstrated full-length siRNA synthesis with precise stereochemical control and introduced the ability to initiate enzymatic RNA synthesis from a single nucleotide. These innovations aim to improve scalability, sustainability, and potency in RNA therapeutics manufacturing.
Codexis highlights stereochemistry advances for scalable RNA manufacturing at TIDES USA
Codexis announced advancements in RNA therapeutic manufacturing at TIDES USA 2026, showcasing how its ECO Synthesis Manufacturing Platform is improving siRNA production. The company demonstrated precise stereochemical control in full-length siRNA synthesis for the first time and introduced the ability to initiate enzymatic RNA synthesis from a single nucleotide. These innovations aim to enhance efficacy, scalability, and sustainability in the production of next-generation RNA therapeutics.
Q3 2025 Codexis Inc Earnings Call Transcript
Codexis Inc. (CDXS) held its Q3 2025 earnings call, revealing both positive strategic developments and financial challenges. The company secured a supply assurance agreement with Merck and is transitioning to a full-service manufacturing innovator with 11 revenue-generating contracts, while also expanding its oligonucleotide manufacturing capabilities. However, total revenues decreased, R&D expenses increased, and the company reported a net loss for the quarter, leading to a restructuring and headcount reduction to align with its new strategic focus.
US$6.58: That's What Analysts Think Codexis, Inc. (NASDAQ:CDXS) Is Worth After Its Latest Results
Analysts are re-evaluating Codexis, Inc. (NASDAQ:CDXS) after its recent quarterly earnings report, which showed solid revenues and reduced statutory losses. Despite an unchanged revenue forecast for 2026, analysts have become slightly more optimistic about losses per share, though the consensus price target has fallen to US$6.58 due to ongoing profitability concerns. There is a wide range in individual analyst valuations, highlighting diverging views on the company's future performance.
US$6.58: That's What Analysts Think Codexis, Inc. (NASDAQ:CDXS) Is Worth After Its Latest Results
Analysts have re-evaluated Codexis, Inc. (CDXS) after its latest quarterly results, which showed stronger-than-expected revenues of US$15m and lower losses per share at US$0.10. Despite an improved sentiment regarding future losses, the consensus price target has been reduced by 7.1% to US$6.58 due to ongoing profitability concerns and an anticipated revenue decline of 5.0% in 2026, contrasting with industry growth.
Number of shareholders of Codexis, Inc. – NASDAQ:CDXS
This article provides details on the number of shareholders for Codexis, Inc. (NASDAQ: CDXS). It is an excerpt from a financial data platform, likely TradingView, showing the company's stock information and general market data sources. The page highlights basic financial information access for the company.
Craig-Hallum Maintains Codexis(CDXS.US) With Buy Rating, Announces Target Price $9
Craig-Hallum has reiterated its Buy rating on Codexis (CDXS.US) and set a target price of $9. This indicates a positive outlook from the firm regarding the company's stock performance.
Codexis reiterates $72M-$76M 2026 revenue outlook while targeting 0.5 kilogram ECO Synthesis scale by year-end
Codexis has reaffirmed its revenue guidance of $72 million to $76 million for 2026, while also announcing plans to scale its ECO Synthesis to 0.5 kilograms by the end of the current year. This target highlights the company's focus on advancing its synthesis technology.
Codexis: Q1 Earnings Snapshot
Codexis Inc. (CDXS) reported a Q1 net loss of $8.7 million, or 10 cents per share. The company's revenue for the quarter was $15.2 million, surpassing analyst expectations of $15 million. Codexis anticipates full-year revenue to be between $72 million and $76 million.
Codexis Reports First Quarter 2026 Financial Results
Codexis (NASDAQ: CDXS) reported first-quarter 2026 revenues of $15.2 million, reaffirming its full-year guidance of $72 million to $76 million. The company announced it has $65.1 million in cash, cash equivalents, and short-term investments, which is expected to fund operations through the end of 2027. Key upcoming milestones include three presentations at the TIDES USA annual meeting and applying for a building permit for its ECO GMP Manufacturing Center.
Earnings call transcript: Codexis beats Q1 2026 EPS forecast, stock rises By Investing.com
Codexis Inc. (CDXS) reported strong Q1 2026 financial results, surpassing analyst expectations with an EPS of -0.1 against a forecasted -0.16 and revenues of $15.2 million, exceeding the $14.79 million anticipation. This performance led to a 1.5% increase in after-hours trading, driven by significant year-over-year revenue growth and improved gross margins, particularly due to the Merck Technology Transfer Agreement. The company is actively advancing its ECO Synthesis manufacturing platform for RNA medicine, aiming to address future production bottlenecks, and expects current cash reserves to fund operations through 2027.
Codexis, Inc. Reports Earnings Results for the First Quarter Ended March 31, 2026
Codexis, Inc. announced its earnings results for the first quarter ended March 31, 2026. The company reported a significant increase in revenue, reaching USD 15.25 million compared to USD 7.54 million in the prior year. Additionally, Codexis reduced its net loss to USD 8.7 million from USD 20.69 million year-over-year, with a basic and diluted loss per share of USD 0.1, an improvement from USD 0.25 previously.
Codexis: Q1 Earnings Snapshot
Codexis Inc. (CDXS) reported a first-quarter loss of $8.7 million, or 10 cents per share. Despite the loss, the company's revenue of $15.2 million for the period surpassed Street forecasts of $15 million. Codexis anticipates full-year revenue to be between $72 million and $76 million.
Revenue surges as Codexis (CDXS) narrows quarterly loss and manages debt load
Codexis Inc. (CDXS) reported a significant improvement in its financial performance for the quarter ended March 31, 2026, with total revenue more than doubling to $15.2 million from $7.5 million in the prior year. This growth was driven by increased product sales and substantial research and development revenue, including deferred revenue recognition from a Merck licensing agreement. The company also narrowed its net loss to $8.7 million from $20.7 million, attributing this to revenue growth and reduced operating expenses, while maintaining adequate liquidity of $65.1 million despite $40.5 million in long-term debt.
Codexis says it has cash through 2027 as siRNA plans advance
Codexis (NASDAQ: CDXS) announced Q1 2026 revenue of $15.2 million, a significant increase from Q1 2025, and reaffirmed its full-year guidance of $72–$76 million. The company reported a narrowed net loss of $8.7 million and stated its $65.1 million in cash and short-term investments are sufficient to fund operations through the end of 2027. Codexis highlighted advancements in its ECO Synthesis® platform, including upcoming presentations on siRNA stereochemistry and plans for an ECO GMP Manufacturing Center.
Codexis (NASDAQ: CDXS) Q1 2026 revenue hits $15.2M as net loss shrinks
Codexis (NASDAQ: CDXS) reported strong Q1 2026 financial results, with revenue nearly doubling to $15.2 million from $7.5 million in the prior year, driven by increased product and R&D revenue. The company significantly narrowed its net loss to $8.7 million from $20.7 million, improving loss per share to $0.10. Codexis reiterated its full-year 2026 financial guidance and highlighted advancements in its ECO Synthesis manufacturing platform for RNA therapeutics.
Codexis: Q1 Earnings Snapshot
Codexis Inc. (CDXS) reported a Q1 loss of $8.7 million, or 10 cents per share. The company's revenue reached $15.2 million, surpassing analyst forecasts of $15 million. Codexis anticipates full-year revenue to be between $72 million and $76 million.
Codexis: Q1 Earnings Snapshot
Codexis Inc. reported a first-quarter loss of $8.7 million, or 10 cents per share. The company's revenue of $15.2 million exceeded analyst forecasts of $15 million. Codexis expects its full-year revenue to be between $72 million and $76 million.
Opaleye (NASDAQ: CDXS) holds 7.47% of Codexis, 6.785M shares
Opaleye Management Inc., along with Opaleye, L.P. and James Silverman, has reported beneficial ownership of 6,785,000 shares of Codexis (CDXS) common stock, which represents 7.47% of the company's class. This information was disclosed in an amended SCHEDULE 13G/A filing. The filing indicates that the percentage is calculated based on 90,869,349 common shares outstanding as of March 5, 2026, and includes 120,000 shares held in separate managed accounts.
Codexis (NASDAQ:CDXS) Lowered to "Hold" Rating by Wall Street Zen
Wall Street Zen has downgraded Codexis (NASDAQ:CDXS) from "Buy" to "Hold," leading to a consensus "Hold" rating for the stock among analysts, with an average price target of $5.00. Despite beating quarterly EPS and revenue estimates, Codexis reported negative net margins and return on equity, and analysts project a negative EPS for the current fiscal year. The company's shares opened at $2.67 and were trading down approximately 5.3%.
Codexis (CDXS) Projected to Post Earnings on Thursday
Codexis (CDXS) is scheduled to report its Q1 2026 earnings after market close on Thursday, May 7th, with analysts expecting a loss of ($0.12) per share and revenue of $14.442 million. The company previously beat estimates in Q4 2025 but faces negative ROE and net margin, and analysts project $0 EPS for the current and next fiscal years. CDXS stock is trading near $2.81, with mixed analyst ratings and significant institutional ownership.
Codexis to Share RNA Manufacturing Advances at TIDES USA
This article announces that Codexis will showcase its advancements in RNA manufacturing at the upcoming TIDES USA conference. The company plans to present its enzymatic processes designed to lower production costs and improve the scalability of mRNA and RNA-based therapeutics. This presentation aims to highlight Codexis's role in supporting efficient and cost-effective development of RNA technologies.
Codexis to share RNA manufacturing advances at TIDES USA
Codexis, Inc. will present new data on its ECO Synthesis® Manufacturing Platform and provide a regulatory update at the TIDES USA conference. The presentations will focus on advancements in controlling phosphorothioate stereochemistry, improved ligation efficiency, and the sustainability benefits of its siRNA manufacturing approaches. Codexis will also host an expert panel discussion on stereochemistry in RNAi manufacturing.
Codexis to share RNA manufacturing advances at TIDES USA
Codexis, Inc. will present new data on its ECO Synthesis® Manufacturing Platform and provide a regulatory update at TIDES USA. The presentations will focus on advancements in controlling phosphorothioate stereochemistry and improving ligation efficiency for scalable and sustainable RNA manufacturing. Codexis will also host an expert panel discussion on stereochemistry in RNAi manufacturing.
Codexis (NASDAQ: CDXS) details 2026 virtual meeting, board elections and audit vote
Codexis (NASDAQ: CDXS) announced details for its 2026 virtual annual meeting of stockholders, scheduled for June 17, 2026. Shareholders will vote on the re-election of three Class I directors—Stephen G. Dilly, Raymond De Vré, and Rahul Singhvi—and the ratification of KPMG LLP as the independent auditor for 2026. Additionally, a non-binding advisory vote on executive compensation will be held.
Codexis (NASDAQ:CDXS) Rating Increased to Buy at Wall Street Zen
Wall Street Zen has upgraded Codexis (NASDAQ:CDXS) from a "hold" to a "buy" rating, though the stock maintains a consensus "Hold" rating with a $5.00 price target across analysts. Despite beating recent EPS and revenue estimates, Codexis remains unprofitable with negative ROE and net margin, and analysts project a negative EPS for the current fiscal year. Institutional ownership is high at 78.54%, with significant recent purchases by several investment funds.
Codexis to Report First Quarter 2026 Financial Results on May 7
Codexis, Inc. will release its first-quarter 2026 financial results on Thursday, May 7, 2026, after market close. The company's management will host a conference call and webcast at 4:30 pm Eastern Time to discuss these results and provide a business update. The webcast will be archived on the Codexis Investor Relations website for 90 days.
Integrated Millennium Group (CDXS) reports shared control of 4.73M shares
Integrated Core Strategies (US) LLC, Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander have jointly filed a Schedule 13G for Codexis, Inc. (CDXS). They reported shared voting and dispositive power over 4,734,627 shares, which represents 5.2% of the company's common stock. The filing, dated April 13, 2026, indicates that these holdings are exercised through entities under the group's voting and investment discretion.
Director changes and board class rebalance at Codexis (NASDAQ: CDXS)
Codexis, Inc. (NASDAQ: CDXS) has reported changes to its Board of Directors, including the resignation of Dennis Wolf from the Board, Audit Committee, and Compensation Committee, effective April 8, 2026. Additionally, to rebalance the board's staggered classes, Esther Martinborough, Ph.D., resigned as a Class II director on April 10, 2026, and was immediately re-elected as a Class III director, ensuring her continuous service on the Board and its committees. Following these changes, the Board now consists of an equal number of directors across its three classes.
Codexis, Inc. (NASDAQ:CDXS) Short Interest Down 35.6% in March
Codexis, Inc. (NASDAQ:CDXS) experienced a significant 35.6% decrease in short interest during March, bringing the total to 6,938,356 shares, representing about 7.8% of sold shares. The biotechnology company, which recently topped earnings estimates with $0.11 EPS and $38.92M in revenue, still faces unprofitability with a negative net margin of approximately 62% and a "Hold" consensus rating with a $5.00 price target from analysts. Institutional ownership remains high at 78.54%, with several major funds increasing their positions.
537,833 Shares in Codexis, Inc. $CDXS Purchased by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL recently acquired 537,833 shares of Codexis, Inc. (NASDAQ:CDXS) during the third quarter, representing a new position valued at approximately $1.31 million. This purchase gives Tudor Investment Corp ET AL a 0.60% stake in the biotechnology company, with institutional investors collectively owning about 78.54% of the stock. Despite beating quarterly earnings and revenue estimates, Codexis remains unprofitable, and Wall Street analysts currently hold a "Hold" consensus with an average target price of $5.
Codexis, Inc. (CDXS) Stock Price Today & Analysis
This article provides a detailed analysis of Codexis, Inc. (CDXS) stock, including its current price, fundamental financial data, and company overview. It highlights Codexis's role as a biotechnology company specializing in enzyme-based technology solutions for pharmaceutical manufacturing. The article also includes a FAQ section on how to buy CDXS stock, minimum investment, dividend policy, safety, market hours, and valuation methods through the Gotrade app.
Aberdeen Group plc Raises Stake in Codexis, Inc. $CDXS
Aberdeen Group plc significantly increased its stake in Codexis, Inc. by 94.7% in Q4 2026, purchasing an additional 3,874,436 shares to bring its total holding to 7,966,498 shares, valued at approximately $12.99 million. This move makes Aberdeen Group plc
Codexis Reports Fourth Quarter and Fiscal Year 2025 Financial Results
Codexis, Inc. announced its financial results for the fourth quarter and fiscal year ended December 31, 2025, reporting total revenue of $70.4 million for the year and $38.9 million for Q4. The company highlighted significant progress with its ECO Synthesis® Manufacturing Platform, securing multiple contracts and advancing technological capabilities in RNAi manufacturing. Codexis ended 2025 with $78.2 million in cash and expects 2026 revenues to be between $72 million and $76 million, with enough cash to fund operations through 2027.
Codexis (Nasdaq:CDXS) - Stock Analysis
This analysis of Codexis (Nasdaq:CDXS) highlights its stock performance, market capitalization, and financial health. While the company operates in a volatile market, analysts project significant earnings growth. The article also details recent news, price history, and key initiatives like the ECO platform aimed at transforming pharma manufacturing.
Q3 2025 Codexis Inc Earnings Call Transcript
This article provides the Q3 2025 earnings call transcript for Codexis Inc, detailing both positive and negative developments. The company signed a supply assurance agreement with Merck, expanded its contract base, and is transitioning into a full-service manufacturing innovator. However, it also reported a decrease in total revenues, an increase in R&D expenses, a net loss, and is undergoing restructuring with headcount reductions.
Vanguard disaggregates holdings; Codexis Inc (NASDAQ: CDXS) shows 0 shares
The Vanguard Group filed an amended Schedule 13G/A for Codexis Inc (NASDAQ: CDXS), reporting zero beneficially owned shares. This change stems from an internal realignment on January 12, 2026, where certain Vanguard subsidiaries or business divisions began reporting their holdings separately. Vanguard and its affiliates now collectively hold less than 5% of Codexis's class of securities.
Analyst Sentiment Unchanged After Codexis (CDXS) Earnings
Codexis, Inc. (CDXS) recently announced its Q4 2025 earnings, reporting strong revenue growth and improved gross margins. Despite a low price target from TD Cowen, the company's CodeEvolver platform and 2026 growth plans, focused on new contracts and licensing, highlight its potential in the enzyme discovery and manufacturing sectors. Analyst sentiment has remained largely unchanged post-earnings.
Benchmark reiterates Hold on Codexis stock after Q4 results
Benchmark has reiterated a Hold rating on Codexis (NASDAQ:CDXS) following its Q4 2025 financial results, where the company reported revenues of $38.9 million and a net income of $9.6 million, boosted by a technology transfer agreement with Merck. Despite a quarterly profit, the company remains unprofitable over the last twelve months. Codexis provided 2026 revenue guidance of $72 million to $76 million and is transitioning to new product lines.
Biocatalysis Market Accelerates with Rising Demand in Pharmaceuticals, Food Processing, and Biofuels | Top Companies are Biocatalysts Limited, Novozymes A/S, Codexis, Inc
The global Biocatalysis Market is experiencing rapid growth, projected to reach USD 908 million by 2031 with a CAGR of 5.2%. This expansion is driven by increasing demand for sustainable chemical processes in pharmaceuticals, food processing, and biofuels, alongside advancements in enzyme engineering and stringent environmental regulations. Key players like Biocatalysts Limited, Novozymes A/S, and Codexis, Inc. are innovating with next-generation enzymes and AI-assisted platforms.
Biocatalysis and Biocatalysts Market is expected to Hit US$ 6.7 billion by 2032 | Major Companies - Novozymes A/S, Dupont, BASF SE, Codexis Inc.
The global Biocatalysis and Biocatalysts Market is projected to reach US$ 6.7 billion by 2032, growing at a CAGR of 9.2% from 2025-2032, up from US$ 3.0 billion in 2023. This growth is driven by the increasing demand for sustainable and eco-friendly production processes in pharmaceuticals, food & beverages, biofuels, and chemical manufacturing. The market focuses on using natural catalysts like enzymes and microorganisms to accelerate chemical reactions, with key players including Novozymes A/S, Dupont, and BASF SE.
Short Interest in Codexis, Inc. (NASDAQ:CDXS) Grows By 26.2%
Short interest in Codexis, Inc. (NASDAQ:CDXS) surged by 26.2% to 9,161,843 shares as of February 27th, representing 10.3% of shares outstanding and an 8.5-day days-to-cover ratio. Despite beating Q4 revenue and EPS estimates, the company remains unprofitable with a "Hold" average analyst rating and a $5.00 price target. Several institutional investors have adjusted their holdings in CDXS.
Codexis (NASDAQ:CDXS) Upgraded to "Hold" at Wall Street Zen
Wall Street Zen has upgraded Codexis (NASDAQ:CDXS) from a "strong sell" to a "hold" rating, contributing to a consensus "Hold" rating among analysts with a $5.00 price target, despite mixed individual ratings. The company recently surpassed quarterly earnings and revenue expectations but remains unprofitable, with institutional investors holding a significant portion of its stock. Codexis, a protein engineering company, specializes in developing enzyme solutions for various industrial applications using its proprietary CodeEvolver® platform.
Codexis (CDXS) Q4 Profit Turns Positive EPS Into Test Of Turnaround Narrative
Codexis (CDXS) reported a positive Q4 2025 with $38.9 million in revenue and a basic EPS of $0.11, marking a significant shift from trailing twelve-month losses. While this profitability sparks optimism among investors, the company still faces ongoing TTM losses and a short cash runway, testing the sustainability of its turnaround narrative. Analysts maintain mixed views, with bulls highlighting the potential of ECO Synthesis and enzyme partnerships, while bears emphasize the historical losses and need for additional funding.
Cantor Fitzgerald Maintains Overweight on Codexis (CDXS) March 2026
Cantor Fitzgerald reaffirmed its "Overweight" rating on Codexis (CDXS) on March 12, 2026, following the company's Q4 results, indicating continued confidence in its commercial recovery and long-term growth. The firm did not issue a new price target, suggesting they maintain prior valuation assumptions and are awaiting further commercial milestones. Meyka AI also rates CDXS with a "B" grade, advising investors to watch for concrete commercial milestones and confirmed CDMO deals.
Why Did Codexis (CDXS) Stock Soar Nearly 38% After Hours?
Codexis (CDXS) stock surged nearly 38% after hours following a strong fourth-quarter and full-year 2025 earnings report. The company reversed a net loss to achieve a $9.6 million profit in Q4 and exceeded analyst revenue estimates, driving investor optimism despite past performance challenges. Codexis also provided a positive 2026 revenue outlook and expects to fund operations through 2027, with plans for a pharmaceutical licensing deal.
Codexis (CDXS) Stock Jumps 2.4% Following Strong Q4 Earnings Report
Codexis (CDXS) saw its stock jump 2.4% after reporting Q4 2025 earnings that significantly surpassed analyst expectations, with EPS of $0.11 against a forecasted $0.01 and revenue up 81% year-over-year to $38.9 million. The company's strong performance was largely driven by a $37.8 million Technology Transfer Agreement with Merck, leading to an improved annual net loss and a positive net income for Q4. Codexis projects 2026 revenue between $72 million and $76 million and confirms sufficient cash reserves through 2027.
Codexis: Q4 Earnings Snapshot
Codexis Inc. (CDXS) reported fourth-quarter earnings of $9.6 million, or 11 cents per share, surpassing analyst revenue forecasts with $38.9 million. Despite a full-year loss of $44 million, the company projects 2026 full-year revenue to be between $72 million and $76 million. This financial update was generated using data from Zacks Investment Research.
Codexis (CDXS) Stock Rises 2.4% After Q4 Earnings Beat
Codexis (CDXS) reported strong Q4 and full-year 2025 results, beating analyst estimates for both earnings and revenue, which led to a 2.4% rise in its stock. The company's Q4 revenue surge was primarily driven by a $37.8 million Technology Transfer Agreement with Merck, significantly narrowing its net loss for the full year. Despite a positive earnings report and institutional buying, analyst sentiment remains bearish, with the stock trading closer to its 52-week low.
Codexis Shines as Q4 Profit Sparks Investor Enthusiasm
Codexis Inc. (NASDAQ: CDXS) shares have surged by 35.04% after the company reported a surprising Q4 profit of $0.11 EPS and strong revenue growth to $38.9M, significantly surpassing analyst predictions. This positive financial performance, coupled with a strategic partnership for siRNA production and optimistic revenue guidance of $72M-$76M for FY26, has boosted investor confidence and positioned the company for future growth amidst competitive pressures in the biotech sector. The market has reacted favorably, sending the stock price higher and highlighting increasing investor interest in Codexis's innovative technologies.
