Cibus (NASDAQ:CBUS) Announces Quarterly Earnings Results, Misses Expectations By $0.06 EPS

Cibus (NASDAQ:CBUS) announced its quarterly earnings data on Thursday. The company reported ($0.33) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.27) by ($0.06), FiscalAI reports. The firm had revenue of $1.68 million for the quarter, compared to analyst estimates of $1.61 million. Cibus had a negative return on equity of 174.58% and a negative net margin of 3,492.30%.

Here are the key takeaways from Cibus’ conference call:

• Cibus said its top priority in 2026 is commercial execution, with momentum building across rice and sustainable ingredients and more customer conversations moving closer to revenue.
• In rice, the company reported progress with Interoc, including a non-binding LOI, additional import permits, and delivery of gene-edited material, supporting its planned 2027 Latin America launch.
• The company pushed its U.S. rice launch timeline from 2028 to 2029 because herbicide registration work with partner Orbar/Alba is running behind the original schedule.
• Sustainable ingredients appears to be ramping, with Cibus describing the program as in a commercial ramp-up phase, expecting additional biofragrance scale-up orders in the second half of 2026 and ongoing work on soybean lauric oils.
• Financially, Cibus ended the quarter with $30.3 million in cash after raising about $37 million in two offerings, and management expects cash to fund operations into late Q1 2027 while targeting annual net cash usage of $30 million or less.

Cibus Price Performance

NASDAQ:CBUS traded down $0.03 on Friday, hitting $1.39. The company had a trading volume of 197,325 shares, compared to its average volume of 540,745. The stock has a market capitalization of $105.74 million, a price-to-earnings ratio of -0.46 and a beta of 1.66. The company has a current ratio of 0.72, a quick ratio of 0.72 and a debt-to-equity ratio of 1.37. The firm has a 50 day moving average of $2.12 and a two-hundred day moving average of $1.97. Cibus has a 52 week low of $1.09 and a 52 week high of $4.19.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Geode Capital Management LLC boosted its holdings in shares of Cibus by 4.7% during the 4th quarter. Geode Capital Management LLC now owns 275,180 shares of the company’s stock valued at $479,000 after acquiring an additional 12,467 shares in the last quarter. Jane Street Group LLC bought a new stake in Cibus during the 2nd quarter worth $207,000. Corient Private Wealth LLC acquired a new position in Cibus in the 4th quarter worth about $145,000. Renaissance Technologies LLC increased its holdings in Cibus by 74.4% in the 4th quarter. Renaissance Technologies LLC now owns 69,400 shares of the company’s stock worth $121,000 after purchasing an additional 29,600 shares in the last quarter. Finally, Raymond James Financial Inc. raised its position in Cibus by 31.0% in the second quarter. Raymond James Financial Inc. now owns 53,713 shares of the company’s stock valued at $74,000 after purchasing an additional 12,722 shares during the last quarter. 33.81% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Cibus

Here are the key news stories impacting Cibus this week:

• Positive Sentiment: Cibus reported first-quarter revenue of $1.68 million, topping the $1.61 million consensus estimate, which suggests some underlying sales traction. Q1 Earnings Report
• Neutral Sentiment: The company’s Q1 loss of $0.33 per share was slightly better than the Zacks estimate of a $0.35 loss, but still worse than analyst expectations cited elsewhere and remains consistent with ongoing losses. Zacks Q1 Report
• Neutral Sentiment: Management said Cibus has runway into late Q1 2027, which may ease short-term liquidity concerns, even as the company pushes its U.S. rice launch out to 2029. Seeking Alpha Update
• Negative Sentiment: Sidoti cut estimates for Cibus’ FY2026 and FY2027 EPS, along with several quarterly forecasts, signaling weaker expected profitability ahead. Analyst Estimate Updates
• Negative Sentiment: The analyst revisions also lowered expectations for Q1 2026 through Q4 2027 earnings, reinforcing concerns that losses may persist longer than previously expected. Analyst Estimate Updates

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Weiss Ratings reissued a “sell (e+)” rating on shares of Cibus in a research note on Wednesday, January 21st. Jefferies Financial Group upped their price objective on Cibus from $1.90 to $3.00 and gave the stock a “hold” rating in a research report on Wednesday, March 25th. One analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $9.00.

About Cibus

Cibus, Inc is a biotechnology company specializing in precision gene editing for agricultural applications. Leveraging its proprietary Rapid Trait Development System (RTDS), Cibus develops improved crop traits without the introduction of foreign DNA. The company’s platform enables targeted modifications to plant genomes, allowing for enhanced disease resistance, herbicide tolerance and yield optimization in key row crops.

The company’s core business centers on trait development services and licensing partnerships.