Cibus (NASDAQ:CBUS) Announces Quarterly Earnings Results, Misses Expectations By $0.07 EPS

Cibus (NASDAQ:CBUS) released its quarterly earnings results on Thursday. The company reported ($0.33) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.26) by ($0.07), FiscalAI reports. Cibus had a negative net margin of 3,492.30% and a negative return on equity of 174.58%. The business had revenue of $1.68 million for the quarter, compared to analysts’ expectations of $1.61 million.

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 Stock Performance

Shares of NASDAQ CBUS traded down $0.05 during mid-day trading on Thursday, reaching $1.41. The company had a trading volume of 220,763 shares, compared to its average volume of 398,617. Cibus has a 52 week low of $1.09 and a 52 week high of $4.19. The business’s 50-day moving average is $2.12 and its 200-day moving average is $1.97. The company has a current ratio of 0.72, a quick ratio of 0.72 and a debt-to-equity ratio of 1.37.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Corient Private Wealth LLC purchased a new stake in shares of Cibus in the 4th quarter worth $145,000. Renaissance Technologies LLC lifted its stake in Cibus by 74.4% in the fourth quarter. Renaissance Technologies LLC now owns 69,400 shares of the company’s stock worth $121,000 after acquiring an additional 29,600 shares during the period. Geode Capital Management LLC grew its holdings in Cibus by 4.7% during the 4th quarter. Geode Capital Management LLC now owns 275,180 shares of the company’s stock worth $479,000 after acquiring an additional 12,467 shares in the last quarter. Jane Street Group LLC purchased a new position in Cibus during the 2nd quarter valued at about $207,000. Finally, Bank of America Corp DE raised its holdings in shares of Cibus by 113.4% in the 4th quarter. Bank of America Corp DE now owns 35,536 shares of the company’s stock valued at $99,000 after purchasing an additional 18,885 shares in the last quarter. 33.81% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on CBUS. Jefferies Financial Group raised their price objective on Cibus from $1.90 to $3.00 and gave the company a “hold” rating in a research note on Wednesday, March 25th. Weiss Ratings reiterated a “sell (e+)” rating on shares of Cibus in a report on Wednesday, January 21st. One investment analyst has 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 MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price 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.