Autolus Therapeutics (NASDAQ:AUTL) Announces Quarterly Earnings Results, Misses Expectations By $0.07 EPS

Autolus Therapeutics (NASDAQ:AUTL) released its quarterly earnings results on Friday. The company reported ($0.34) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.27) by ($0.07), FiscalAI reports. Autolus Therapeutics had a negative net margin of 439.69% and a negative return on equity of 63.76%. The business had revenue of $24.29 million for the quarter, compared to analysts’ expectations of $23.92 million.

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

• Commercial launch momentum: AUCATZYL generated $74.3M revenue in 2025, the company reiterated 2026 guidance of $120M–$135M, expects to reach positive gross margin in 2026, and targets >80 activated centers by year-end.
• Strong real‑world Obe‑cel outcomes: ROCCA consortium data (91 infused patients) showed ~92% CR at day 28 and a safety profile consistent with clinical trials (no real‑world grade ≥3 CRS and low high‑grade ICANS), supporting physician adoption.
• Cash runway narrowed — cash, equivalents and marketable securities were $300.7M at year‑end 2025 (down from $588M), and management expects runway into Q4 2027, implying potential future financing needs if milestones or uptake miss expectations.
• Pipeline catalysts and timelines — pivotal pediatric CATULUS data expected by end of 2027, LUMINA (lupus nephritis) readout in 2028, BOBCAT (progressive MS) early data this year with full phase I in 2027, and ALARIC (AL amyloidosis) early data planned in 2026.
• Accounting and revenue recognition change — the company refined revenue/cost accounting to recognize AUCATZYL sales and associated COGS upon confirmation of second‑dose administration (no material impact on full‑year revenue but changes timing of recognition).

Autolus Therapeutics Stock Performance

Shares of AUTL stock opened at $1.21 on Friday. The stock has a 50 day moving average price of $1.49 and a 200 day moving average price of $1.52. Autolus Therapeutics has a 52-week low of $1.11 and a 52-week high of $2.70. The firm has a market capitalization of $322.03 million, a P/E ratio of -1.46 and a beta of 1.95.

Analysts Set New Price Targets

Several research firms recently commented on AUTL. HC Wainwright initiated coverage on Autolus Therapeutics in a research report on Tuesday, February 17th. They issued a “buy” rating and a $9.00 price target for the company. Needham & Company LLC restated a “buy” rating and set a $10.00 price target on shares of Autolus Therapeutics in a report on Friday. Zacks Research raised shares of Autolus Therapeutics from a “strong sell” rating to a “hold” rating in a research note on Friday, March 13th. Weiss Ratings reissued a “sell (d-)” rating on shares of Autolus Therapeutics in a research note on Wednesday, January 21st. Finally, Truist Financial raised shares of Autolus Therapeutics to a “strong-buy” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Autolus Therapeutics presently has a consensus rating of “Moderate Buy” and a consensus price target of $8.50.

Autolus Therapeutics News Roundup

Here are the key news stories impacting Autolus Therapeutics this week:

• Positive Sentiment: Company reiterated 2026 guidance: management expects AUCATZYL® net product revenue of $120–$135M and a shift to positive gross margin in 2026 — a clear path to improving unit economics and cash-generation visibility. Autolus Therapeutics: Q4 Earnings Highlight Importance Of Autoimmune Data Catalysts
• Positive Sentiment: Commercial traction: AUCATZYL reported ~$23.3M net product revenue in Q4 and $74.3M for FY2025; UK launch underway after positive NICE evaluation and real‑world data show favorable activity/safety — supports revenue ramp thesis. Autolus Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results and Business Updates
• Positive Sentiment: Analyst upgrades/price target upside: Needham reaffirmed a Buy with a $10 PT (large theoretical upside from current levels) and Truist upgraded to Strong-Buy — these notes can attract speculative buying ahead of clinical readouts. Benzinga
• Neutral Sentiment: Pipeline catalyst timeline: pivotal Phase 2 trials enrolling in lupus nephritis and pediatric ALL; initial BOBCAT Phase 1 data in progressive MS expected late 2026 — potential upside but not immediate. Press Release
• Neutral Sentiment: Company hosted an earnings call and published the transcript/slides — useful for detail on margin assumptions and cash runway into Q4 2027. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Earnings miss and weak profitability metrics: Q4 EPS of ($0.34) missed consensus ($0.27); company still deeply unprofitable with a large negative net margin and negative ROE — these metrics pressure sentiment in the near term. Press Release / Slide Deck
• Negative Sentiment: Analyst caution: Some outlets (and at least one analyst note) highlight a challenging risk/reward despite strong B-ALL data, citing reliance on upcoming autoimmune and pediatric data to re‑rate the stock. Seeking Alpha Hold-perspective

Institutional Trading of Autolus Therapeutics

Several institutional investors and hedge funds have recently made changes to their positions in the business. Marex Group plc bought a new position in shares of Autolus Therapeutics in the second quarter worth about $28,000. SmartHarvest Portfolios LLC bought a new stake in Autolus Therapeutics during the 4th quarter valued at about $43,000. Caitong International Asset Management Co. Ltd purchased a new stake in Autolus Therapeutics in the 3rd quarter valued at about $46,000. Invesco Ltd. grew its stake in Autolus Therapeutics by 53.3% in the 1st quarter. Invesco Ltd. now owns 32,738 shares of the company’s stock worth $51,000 after acquiring an additional 11,381 shares in the last quarter. Finally, Federation des caisses Desjardins du Quebec purchased a new position in shares of Autolus Therapeutics during the fourth quarter worth approximately $62,000. 72.83% of the stock is currently owned by institutional investors.

About Autolus Therapeutics

Autolus Therapeutics is a clinical-stage biopharmaceutical company specializing in the development of next-generation, programmed T cell therapies for the treatment of cancer. The company leverages proprietary technologies to engineer autologous T cells that target and eradicate tumor cells, with the aim of improving safety, efficacy and durability over existing cell therapies. Its R&D platform integrates antigen receptor design, gene editing and manufacturing optimization to generate candidates tailored for specific hematologic malignancies and solid tumor indications.

The company’s leading pipeline candidates include AUTO1, an optimized CD19-targeted CAR-T therapy for relapsed or refractory acute lymphoblastic leukemia, and AUTO3, a dual-targeted CD19/22 CAR-T program in development for diffuse large B-cell lymphoma.