Rapid Micro Biosystems (NASDAQ:RPID) Releases Earnings Results, Misses Expectations By $0.05 EPS

Rapid Micro Biosystems (NASDAQ:RPID) issued its earnings results on Thursday. The company reported ($0.28) EPS for the quarter, missing analysts’ consensus estimates of ($0.23) by ($0.05), FiscalAI reports. The business had revenue of $11.28 million during the quarter, compared to analyst estimates of $10.93 million. Rapid Micro Biosystems had a negative net margin of 145.11% and a negative return on equity of 73.90%.

Here are the key takeaways from Rapid Micro Biosystems’ conference call:

• Rapid Micro reported a record Q4 with $11.3 million revenue (up 37% YoY) and placed 16 Growth Direct systems in the quarter, finishing 2025 with 190 systems placed (155 fully validated).
• Management set 2026 guidance of $37–$41 million revenue and 30–38 system placements, targeting approximately 20% full‑year gross margin with a Q4 exit in the mid‑20s%, signaling expected margin expansion and growth cadence.
• Q4 product margin was weighed down by a $1.1 million write‑off of unusable consumable inventory, producing a negative overall gross margin for the quarter and contributing to a Q4 net loss of $12.5 million.
• The MilliporeSigma collaboration is progressing (customer demo labs in Europe and Asia) and management says recent procurement agreements and supply‑chain actions will drive meaningful consumable cost reductions that should accelerate gross‑margin improvement in H2 2026.
• Rapid Micro plans a next‑generation cloud‑native software platform with AI analytics in H2 2026 to enable fleet‑level insights and potential higher‑margin services, but monetization timing and scale remain uncertain.

Rapid Micro Biosystems Stock Down 12.8%

Shares of RPID opened at $3.82 on Thursday. The stock has a fifty day simple moving average of $3.97 and a two-hundred day simple moving average of $3.54. The company has a quick ratio of 2.95, a current ratio of 4.23 and a debt-to-equity ratio of 0.42. The company has a market capitalization of $169.35 million, a PE ratio of -3.78 and a beta of 1.38. Rapid Micro Biosystems has a 52-week low of $1.86 and a 52-week high of $4.94.

Insider Buying and Selling at Rapid Micro Biosystems

In other Rapid Micro Biosystems news, CFO Sean M. Wirtjes sold 17,254 shares of Rapid Micro Biosystems stock in a transaction on Friday, February 20th. The stock was sold at an average price of $3.92, for a total value of $67,635.68. Following the sale, the chief financial officer owned 563,674 shares in the company, valued at $2,209,602.08. The trade was a 2.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Robert G. Jr. Spignesi sold 38,327 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $3.89, for a total value of $149,092.03. Following the completion of the transaction, the chief executive officer directly owned 1,187,770 shares in the company, valued at approximately $4,620,425.30. This trade represents a 3.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 214,700 shares of company stock worth $873,906 in the last ninety days. 29.96% of the stock is owned by insiders.

Institutional Trading of Rapid Micro Biosystems

A number of hedge funds and other institutional investors have recently modified their holdings of the business. American Century Companies Inc. lifted its position in Rapid Micro Biosystems by 46.1% in the second quarter. American Century Companies Inc. now owns 16,922 shares of the company’s stock valued at $58,000 after buying an additional 5,341 shares during the last quarter. OMERS ADMINISTRATION Corp acquired a new stake in shares of Rapid Micro Biosystems during the fourth quarter valued at about $71,000. Barclays PLC purchased a new stake in shares of Rapid Micro Biosystems in the 4th quarter valued at approximately $72,000. XTX Topco Ltd purchased a new stake in shares of Rapid Micro Biosystems in the 2nd quarter valued at approximately $144,000. Finally, Goldman Sachs Group Inc. acquired a new position in shares of Rapid Micro Biosystems in the 4th quarter worth approximately $160,000. 52.60% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts recently weighed in on RPID shares. Wall Street Zen upgraded shares of Rapid Micro Biosystems from a “sell” rating to a “hold” rating in a research report on Saturday, February 14th. Weiss Ratings reissued a “sell (d-)” rating on shares of Rapid Micro Biosystems in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Buy rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $8.00.

About Rapid Micro Biosystems

Rapid Micro Biosystems (NASDAQ: RPID) develops and commercializes automated microbial detection and contamination control solutions for the life sciences industry. Its flagship offering, the Growth Direct® System, leverages digital imaging and proprietary growth indicator plates to identify and count microorganisms more rapidly than traditional culture-based methods. The company’s technology platform is designed to streamline quality control workflows in pharmaceutical, biotechnology and vaccine manufacturing settings, helping clients reduce release times and improve operational efficiency.

In addition to the Growth Direct® System, Rapid Micro Biosystems offers an integrated suite of software and consumables that support automated data capture, analysis and reporting.