Rani Therapeutics (NASDAQ:RANI) Announces Quarterly Earnings Results

Rani Therapeutics (NASDAQ:RANI) released its quarterly earnings results on Thursday. The company reported ($0.07) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.03) by ($0.04), FiscalAI reports. The firm had revenue of $1.46 million during the quarter, compared to the consensus estimate of $5.00 million.

Here are the key takeaways from Rani Therapeutics’ conference call:

• Rani signed a collaboration and license with Chugai potentially worth up to $1.1 billion with an option for five additional targets, which management frames as validation of the RaniPill platform’s scalability and applicability across high?value therapeutic areas.
• The company closed an oversubscribed $60.3 million private placement, received an upfront Chugai payment, ended 2025 with $49.7 million in cash and marketable securities, repaid all debt, and expects funding into the fourth quarter of 2027.
• RT?114 (oral GLP?1/GLP?2) showed preclinical 111% relative bioavailability versus injected PG?102 with comparable weight loss, and Rani initiated a Phase I?B trial that includes weight?loss PD endpoints—clinical replication would materially de?risk the platform.
• Management implemented cost containment that reduced R&D and G&A spend and narrowed net loss year?over?year, but said R&D expenses are expected to rise as select programs resume.
• Accounting rules spread the Chugai upfront payment over time so only $1.5 million was recognized as 4Q25 revenue, and the company reported a FY2025 net loss of $41 million, underscoring continued reliance on future milestones and partnerships for material revenue.

Rani Therapeutics Trading Down 24.9%

Rani Therapeutics stock opened at $0.81 on Friday. Rani Therapeutics has a 52 week low of $0.39 and a 52 week high of $3.87. The stock has a market cap of $98.50 million, a P/E ratio of -1.37 and a beta of 0.39. The stock has a 50 day moving average of $1.27 and a 200-day moving average of $1.30.

Wall Street Analysts Forecast Growth

RANI has been the topic of several recent analyst reports. HC Wainwright reiterated a “buy” rating and set a $11.00 price objective on shares of Rani Therapeutics in a report on Friday. Weiss Ratings restated a “sell (d-)” rating on shares of Rani Therapeutics in a report on Monday, December 29th. Three investment analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $8.33.

Institutional Trading of Rani Therapeutics

Several institutional investors and hedge funds have recently bought and sold shares of RANI. Virtu Financial LLC bought a new position in Rani Therapeutics in the fourth quarter worth about $69,000. OMERS ADMINISTRATION Corp bought a new position in shares of Rani Therapeutics during the fourth quarter valued at approximately $93,000. Kestra Private Wealth Services LLC raised its position in shares of Rani Therapeutics by 44.8% during the 3rd quarter. Kestra Private Wealth Services LLC now owns 226,142 shares of the company’s stock worth $113,000 after purchasing an additional 70,002 shares during the period. Farallon Capital Management LLC acquired a new stake in shares of Rani Therapeutics during the 4th quarter worth approximately $105,000. Finally, Bridgeway Capital Management LLC bought a new stake in shares of Rani Therapeutics in the 4th quarter worth approximately $155,000. Institutional investors and hedge funds own 30.19% of the company’s stock.

Rani Therapeutics Company Profile

Rani Therapeutics is a clinical-stage biopharmaceutical company developing oral delivery technologies for large-molecule drugs. The company’s proprietary RaniPill platform is designed to enable the gastrointestinal delivery of biologic therapies traditionally administered via injection. Through a swallowable capsule that autonomously deploys a microscopic injector in the small intestine, Rani aims to improve patient convenience and adherence for peptide and protein therapies, including insulin and other hormones.

Since its founding in 2012, Rani Therapeutics has advanced its lead programs through early-phase clinical trials, demonstrating proof-of-concept for oral insulin delivery.