Northland Securities Weighs in on Nephros Q2 Earnings

Nephros Inc. (NASDAQ:NEPH) – Stock analysts at Northland Securities issued their Q2 2026 earnings per share (EPS) estimates for shares of Nephros in a report released on Friday, July 17th. Northland Securities analyst B. Brooks expects that the company will post earnings per share of $0.01 for the quarter. Northland Securities currently has a “Market Perform” rating and a $4.00 target price on the stock. Northland Securities also issued estimates for Nephros’ Q3 2026 earnings at $0.01 EPS, Q4 2026 earnings at $0.00 EPS, FY2026 earnings at $0.03 EPS, Q1 2027 earnings at $0.03 EPS, Q2 2027 earnings at $0.05 EPS, Q3 2027 earnings at $0.06 EPS, Q4 2027 earnings at $0.06 EPS and FY2027 earnings at $0.19 EPS.

Separately, Weiss Ratings downgraded shares of Nephros from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday. One investment analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $5.00.

Nephros Stock Performance

Shares of NASDAQ NEPH opened at $3.68 on Tuesday. The company has a market cap of $39.96 million, a PE ratio of 52.58 and a beta of 1.49. The business has a 50-day simple moving average of $3.46 and a two-hundred day simple moving average of $3.64. Nephros has a fifty-two week low of $2.66 and a fifty-two week high of $6.42.

Nephros (NASDAQ:NEPH) last announced its earnings results on Thursday, May 7th. The company reported $0.01 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.01. Nephros had a return on equity of 7.66% and a net margin of 4.06%.The company had revenue of $5.21 million for the quarter, compared to analyst estimates of $5.02 million.

Hedge Funds Weigh In On Nephros

Hedge funds have recently made changes to their positions in the company. Topline Capital Management LLC raised its stake in Nephros by 13.1% in the 2nd quarter. Topline Capital Management LLC now owns 477,449 shares of the company’s stock worth $1,953,000 after acquiring an additional 55,360 shares during the last quarter. Renaissance Technologies LLC increased its holdings in shares of Nephros by 25.8% in the fourth quarter. Renaissance Technologies LLC now owns 103,772 shares of the company’s stock valued at $506,000 after purchasing an additional 21,272 shares during the period. Geode Capital Management LLC increased its holdings in shares of Nephros by 3.2% in the second quarter. Geode Capital Management LLC now owns 93,187 shares of the company’s stock valued at $381,000 after purchasing an additional 2,898 shares during the period. HighTower Advisors LLC raised its stake in shares of Nephros by 7.2% in the fourth quarter. HighTower Advisors LLC now owns 59,710 shares of the company’s stock worth $291,000 after purchasing an additional 4,000 shares during the last quarter. Finally, Mesirow Financial Investment Management Inc. raised its stake in shares of Nephros by 262.3% in the fourth quarter. Mesirow Financial Investment Management Inc. now owns 50,000 shares of the company’s stock worth $244,000 after purchasing an additional 36,200 shares during the last quarter. 41.10% of the stock is owned by institutional investors and hedge funds.

Nephros News Roundup

Here are the key news stories impacting Nephros this week:

• Positive Sentiment: Nephros announced it will participate in Maxim Group’s “Health, Wellness & Longevity” virtual conference on July 22, which could increase investor attention and highlight the company’s story. Article Title
• Neutral Sentiment: Northland Securities reiterated a Market Perform rating and $4.00 price target on Nephros, with estimates pointing to gradual earnings growth through 2026 and 2027, including FY2026 EPS of $0.03 and FY2027 EPS of $0.19. The update is supportive, but the neutral rating suggests analysts are not calling for a major revaluation yet.

About Nephros

Nephros, Inc is a development-stage company specializing in advanced water filtration and purification technologies for medical, laboratory, industrial and defense applications. The company’s core offering centers on proprietary hollow fiber ultrafilters designed to remove bacteria, viruses, endotoxins and particulates from water streams. These ultrafilters are used in hemodialysis systems to protect patient treatment, in pharmaceutical and laboratory environments to ensure water quality and in critical field-deployable units for military and emergency response.

The company’s product portfolio includes standalone filtration cartridges for point-of-use and point-of-entry installations in dialysis clinics and hospitals, as well as bench-top and portable water purification systems.