AbCellera Biologics (NASDAQ:ABCL) Issues Quarterly Earnings Results

AbCellera Biologics (NASDAQ:ABCL) released its earnings results on Tuesday. The company reported ($0.03) EPS for the quarter, topping analysts’ consensus estimates of ($0.18) by $0.15, Zacks reports. The firm had revenue of $44.85 million for the quarter, compared to analysts’ expectations of $6.31 million. AbCellera Biologics had a negative return on equity of 17.21% and a negative net margin of 493.42%.

Here are the key takeaways from AbCellera Biologics’ conference call:

• AbCellera says its transition to a vertically integrated clinical‑stage biotech is complete, having finished platform investments and its clinical manufacturing facility, and it reports approximately $700 million in available liquidity to fund pipeline execution.
• Lead program ABCL635 is in a randomized, double‑blind Phase 2 with a pivotal readout expected in Q3 2026 that management views as highly de‑risking and capable of supporting blockbuster potential if it matches or exceeds competitors on efficacy, safety, and once‑monthly dosing — though uncertainty about hot‑flash biology remains.
• ABCL575 (OX40 ligand) is in Phase 1 and management maintains conviction in the class and its combination potential despite recent external safety signals (Kaposi’s sarcoma), with a Phase 1 readout targeted by year‑end 2026.
• Two additional internal candidates, ABCL688 (autoimmunity) and ABCL386 (oncology), are in IND‑enabling activities with plans to file INDs/CTAs and start Phase 1/2 studies in 2027, and the company expects to nominate another development candidate in H1 2026.
• 2025 revenue rose to $75 million (including a $36 million patent‑settlement benefit), R&D spend increased to $187 million and net loss was $146 million, but management says cash, marketable securities and committed government funding provide a multi‑year runway to advance the internal pipeline.

AbCellera Biologics Price Performance

Shares of ABCL opened at $3.24 on Wednesday. The firm has a market capitalization of $969.83 million, a P/E ratio of -5.68 and a beta of 0.81. AbCellera Biologics has a one year low of $1.89 and a one year high of $6.51. The business has a fifty day moving average of $3.64 and a 200 day moving average of $4.23.

Institutional Investors Weigh In On AbCellera Biologics

Several hedge funds and other institutional investors have recently made changes to their positions in ABCL. Voleon Capital Management LP bought a new position in shares of AbCellera Biologics in the 3rd quarter worth approximately $56,000. Engineers Gate Manager LP purchased a new stake in AbCellera Biologics during the fourth quarter valued at approximately $38,000. Magnetar Financial LLC purchased a new position in shares of AbCellera Biologics during the 4th quarter worth $49,000. Oxford Asset Management LLP purchased a new position in shares of AbCellera Biologics during the 4th quarter worth $51,000. Finally, Lantern Wealth Advisors LLC purchased a new stake in shares of AbCellera Biologics in the 2nd quarter worth $51,000. Hedge funds and other institutional investors own 61.42% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on ABCL. Wall Street Zen raised AbCellera Biologics from a “sell” rating to a “hold” rating in a report on Saturday, February 14th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of AbCellera Biologics in a research report on Wednesday, January 21st. Finally, Leerink Partners lowered AbCellera Biologics from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 7th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $7.75.

AbCellera Biologics Company Profile

AbCellera Biologics Inc (NASDAQ: ABCL) is a biotechnology company specializing in the discovery and development of therapeutic antibodies. The company’s technology platform integrates single-cell screening, microfluidics, high-throughput sequencing and artificial intelligence to rapidly identify and optimize antibody candidates against a wide range of disease targets. By combining experimental data with machine learning, AbCellera accelerates early-stage drug discovery and improves the efficiency of lead candidate selection.

AbCellera primarily operates through partnerships with pharmaceutical and biotechnology firms, offering its antibody discovery services on a fee-for-service and milestone-driven basis.