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

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

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 Trading Down 3.1%

CBUS traded down $0.05 during trading on Thursday, reaching $1.41. 220,763 shares of the company traded hands, compared to its average volume of 398,617. The company has a current ratio of 0.72, a quick ratio of 0.72 and a debt-to-equity ratio of 1.37. The firm has a fifty day simple moving average of $2.12 and a 200 day simple moving average of $1.97. Cibus has a 12-month low of $1.09 and a 12-month high of $4.19.

Wall Street Analysts Forecast Growth

CBUS has been the subject of several research reports. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Cibus in a research report on Wednesday, January 21st. Jefferies Financial Group lifted their price target on shares of Cibus from $1.90 to $3.00 and gave the stock a “hold” rating in a research note on Wednesday, March 25th. One equities research analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Cibus presently has an average rating of “Hold” and an average target price of $9.00.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. PACK Private Wealth LLC purchased a new position in shares of Cibus during the fourth quarter valued at about $27,000. Qube Research & Technologies Ltd bought a new position in Cibus during the second quarter valued at approximately $39,000. Bank of America Corp DE boosted its stake in Cibus by 113.4% during the fourth quarter. Bank of America Corp DE now owns 35,536 shares of the company’s stock valued at $99,000 after buying an additional 18,885 shares during the last quarter. AQR Capital Management LLC purchased a new position in Cibus during the 1st quarter valued at approximately $73,000. Finally, Squarepoint Ops LLC purchased a new position in Cibus during the 3rd quarter valued at approximately $62,000. Institutional investors own 33.81% of the company’s stock.

Cibus Company Profile

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.