Cibus (NASDAQ:CBUS) Posts Earnings Results

Cibus (NASDAQ:CBUS) released its quarterly earnings results on Thursday. The company reported ($0.33) 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 company had revenue of $1.68 million during the quarter, compared to the consensus estimate 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 Down 3.1%

Shares of Cibus stock traded down $0.05 during trading hours on Thursday, reaching $1.41. The company’s stock had a trading volume of 220,763 shares, compared to its average volume of 398,617. Cibus has a one year low of $1.09 and a one year high of $4.19. The company has a market capitalization of $107.65 million, a P/E ratio of -0.47 and a beta of 1.66. The stock’s fifty day simple moving average is $2.12 and its two-hundred day simple moving average is $1.97. The company has a debt-to-equity ratio of 1.37, a quick ratio of 0.72 and a current ratio of 0.72.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the stock. Geode Capital Management LLC lifted its holdings in shares of Cibus by 4.7% in the fourth quarter. Geode Capital Management LLC now owns 275,180 shares of the company’s stock valued at $479,000 after purchasing an additional 12,467 shares in the last quarter. Raymond James Financial Inc. lifted its holdings in shares of Cibus by 31.0% in the second quarter. Raymond James Financial Inc. now owns 53,713 shares of the company’s stock valued at $74,000 after purchasing an additional 12,722 shares in the last quarter. PACK Private Wealth LLC bought a new position in shares of Cibus in the fourth quarter valued at approximately $27,000. Bank of America Corp DE lifted its holdings in shares of Cibus by 113.4% in the fourth 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. Finally, Goldman Sachs Group Inc. lifted its position in shares of Cibus by 60.4% during the fourth quarter. Goldman Sachs Group Inc. now owns 52,364 shares of the company’s stock valued at $91,000 after purchasing an additional 19,717 shares in the last quarter. Institutional investors own 33.81% of the company’s stock.

Analyst Ratings Changes

CBUS has been the topic of several research analyst reports. Jefferies Financial Group increased their target price 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. Weiss Ratings reiterated a “sell (e+)” rating on shares of Cibus in a report on Wednesday, January 21st. One analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Cibus has a consensus rating of “Hold” and a consensus price target of $9.00.

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.