Arcturus Therapeutics (NASDAQ:ARCT) Posts Earnings Results, Beats Expectations By $0.16 EPS

Arcturus Therapeutics (NASDAQ:ARCT) posted its earnings results on Thursday. The biotechnology company reported ($0.84) EPS for the quarter, topping analysts’ consensus estimates of ($1.00) by $0.16, FiscalAI reports. Arcturus Therapeutics had a negative return on equity of 44.42% and a negative net margin of 317.62%.The business had revenue of $2.96 million for the quarter, compared to analysts’ expectations of $3.11 million.

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

• ARCT-810 completed Phase II enrollment and dosing in OTC deficiency, with U.S. and European data expected in Q3 2026 alongside FDA-requested supplementary data and an update on the regulatory path for adult and pediatric development.
• ARCT-032’s Phase II cystic fibrosis study remains on schedule, supported by expanded enrollment in Israel and Turkey; Arcturus expects to decide whether to advance to Phase III in Q4 2026, which would trigger substantial manufacturing and development support from Thermo Fisher.
• Arcturus regained global rights to KOSTAIVE and its broader self-amplifying mRNA vaccine portfolio after ending the CSL Seqirus collaboration. The settlement included a $12 million cash payment and release from approximately $16 million in liabilities, while returning strategic control that could enable commercialization and new partnerships.
• Revenue fell sharply to $3 million in Q2 2026 from $28.3 million a year earlier as the CSL collaboration wound down, while cash declined to $191.5 million from $230.8 million at year-end 2025.
• Management said the company has more than two and a half years of cash runway through year-end 2028, but it will need to balance rare-disease clinical spending with efforts to commercialize or partner the returned vaccine assets.

Arcturus Therapeutics Trading Up 21.9%

Shares of Arcturus Therapeutics stock traded up $1.33 during trading hours on Friday, hitting $7.41. 1,461,125 shares of the company were exchanged, compared to its average volume of 442,082. The business has a 50-day moving average of $6.77 and a 200-day moving average of $7.38. Arcturus Therapeutics has a 1 year low of $5.50 and a 1 year high of $24.17. The stock has a market capitalization of $210.59 million, a price-to-earnings ratio of -2.24 and a beta of 2.39.

Hedge Funds Weigh In On Arcturus Therapeutics

Large investors have recently bought and sold shares of the company. AQR Capital Management LLC acquired a new position in shares of Arcturus Therapeutics during the first quarter worth about $128,000. Millennium Management LLC purchased a new position in shares of Arcturus Therapeutics during the 1st quarter worth approximately $4,892,000. Goldman Sachs Group Inc. lifted its holdings in shares of Arcturus Therapeutics by 9.1% in the 1st quarter. Goldman Sachs Group Inc. now owns 509,712 shares of the biotechnology company’s stock valued at $5,398,000 after buying an additional 42,636 shares during the period. Acadian Asset Management LLC purchased a new stake in shares of Arcturus Therapeutics in the first quarter valued at approximately $701,000. Finally, Strs Ohio purchased a new stake in shares of Arcturus Therapeutics in the first quarter valued at approximately $89,000. Hedge funds and other institutional investors own 94.54% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on ARCT shares. Weiss Ratings restated a “sell (d-)” rating on shares of Arcturus Therapeutics in a research note on Friday, July 17th. Wall Street Zen cut Arcturus Therapeutics from a “sell” rating to a “strong sell” rating in a research note on Saturday, August 1st. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $24.25.

Arcturus Therapeutics Company Profile

Arcturus Therapeutics Holdings Inc is a clinical-stage biotechnology company dedicated to developing messenger RNA (mRNA) medicines that address a range of diseases. The company leverages its proprietary STARR® mRNA platform to enable precise control over mRNA expression, supported by its lipid nanoparticle delivery technology, LUNAR®. Arcturus’s approach is designed to address both therapeutic and prophylactic applications, with an emphasis on vaccines and treatments for rare genetic and infectious diseases.

The company’s pipeline includes ARCT-810, an mRNA therapeutic candidate for phenylketonuria (PKU), and ARCT-021 (also known as LUNAR-COV19), a COVID-19 vaccine candidate developed in collaboration with Duke-NUS Medical School in Singapore.