Fractyl Health (NASDAQ:GUTS) Posts Quarterly Earnings Results, Beats Expectations By $0.23 EPS

Fractyl Health (NASDAQ:GUTS) issued its earnings results on Tuesday. The company reported $0.06 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.17) by $0.23, FiscalAI reports.

Here are the key takeaways from Fractyl Health’s conference call:

• Fractyl said Revita’s clinical signal remains real, citing DDW presentation momentum, strong physician interest, and confirmation that the dose-response and patient-selection findings are being viewed favorably by experts.
• The company said the REMAIN-1 pivotal trial is on track, with more than 300 randomized participants, over 90% retention, low medication-resumption rates, and top-line 6-month data still expected in early Q4 2026.
• Management reiterated that the regulatory path looks constructive, pointing to favorable FDA feedback on De Novo classification and saying it expects to submit the Revita marketing application in late Q4 2026 with pivotal data in hand.
• Fractyl highlighted multiple commercialization tailwinds, including the new CMS/FDA RAPID pathway, upcoming CPT coding work, and expanding GLP-1 access that could increase the future population at risk for weight rebound.
• The company also advanced Rejuva, receiving authorization in the Netherlands to begin first-in-human RJVA-001 testing and expecting first patient dosing and preliminary data in the second half of 2026, while keeping this program funded within current cash runway.
• Fractyl ended Q1 with $63.2 million in cash and said it expects runway into early 2027, reaffirming it does not plan to raise capital before pivotal data is available.

Fractyl Health Trading Down 4.6%

NASDAQ GUTS traded down $0.04 during trading hours on Tuesday, hitting $0.73. 2,138,958 shares of the company were exchanged, compared to its average volume of 4,399,692. The stock has a 50-day moving average price of $0.53 and a 200 day moving average price of $1.14. The company has a quick ratio of 4.78, a current ratio of 4.78 and a debt-to-equity ratio of 3.23. Fractyl Health has a 52 week low of $0.38 and a 52 week high of $3.03. The stock has a market cap of $116.45 million, a PE ratio of -0.40 and a beta of 2.11.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on GUTS. HC Wainwright reaffirmed a “buy” rating and issued a $8.00 target price on shares of Fractyl Health in a report on Friday, April 24th. Morgan Stanley cut Fractyl Health from an “overweight” rating to an “equal weight” rating and reduced their target price for the stock from $8.00 to $2.00 in a report on Thursday, January 29th. Finally, Canaccord Genuity Group reaffirmed a “buy” rating and issued a $8.00 target price on shares of Fractyl Health in a report on Thursday, March 26th. Three equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Fractyl Health has an average rating of “Hold” and an average price target of $5.40.

Institutional Investors Weigh In On Fractyl Health

Large investors have recently added to or reduced their stakes in the stock. Jane Street Group LLC bought a new stake in Fractyl Health during the second quarter worth approximately $31,000. Scientech Research LLC bought a new stake in Fractyl Health during the third quarter worth approximately $49,000. Prelude Capital Management LLC bought a new stake in Fractyl Health during the third quarter worth approximately $55,000. Jump Financial LLC bought a new stake in Fractyl Health during the fourth quarter worth approximately $57,000. Finally, Centiva Capital LP purchased a new position in shares of Fractyl Health during the third quarter valued at approximately $78,000.

Fractyl Health Company Profile

Fractyl Health, Inc is a clinical-stage medical technology company focused on the development and commercialization of minimally invasive, endoscopic therapies for metabolic diseases. Headquartered in Lexington, Massachusetts, Fractyl is advancing treatments that target the underlying physiology of conditions such as type 2 diabetes, obesity and nonalcoholic fatty liver disease (NAFLD) by modifying the duodenal mucosa to improve metabolic control.

The company’s lead product, Revita® Duodenal Mucosal Resurfacing (Revita DMR), employs a catheter-based hydrothermal ablation technique to remodel the lining of the upper small intestine.