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

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

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 Down 5.8%

Shares of AUTL stock traded down $0.08 during trading hours on Friday, hitting $1.22. 2,391,170 shares of the company were exchanged, compared to its average volume of 1,839,151. The firm has a fifty day moving average of $1.49 and a 200 day moving average of $1.52. Autolus Therapeutics has a 1 year low of $1.11 and a 1 year high of $2.70. The firm has a market cap of $323.36 million, a PE ratio of -1.46 and a beta of 1.95.

Hedge Funds Weigh In On Autolus Therapeutics

A number of large investors have recently bought and sold shares of the stock. The Manufacturers Life Insurance Company increased its holdings in shares of Autolus Therapeutics by 29.8% during the 4th quarter. The Manufacturers Life Insurance Company now owns 49,864 shares of the company’s stock worth $99,000 after buying an additional 11,445 shares during the last quarter. OpenArc Corporate Advisory LLC purchased a new position in shares of Autolus Therapeutics in the 4th quarter worth $169,000. Public Employees Retirement System of Ohio acquired a new position in Autolus Therapeutics in the third quarter valued at $216,000. Aquatic Capital Management LLC acquired a new position in Autolus Therapeutics in the third quarter valued at $171,000. Finally, Two Sigma Investments LP grew its position in Autolus Therapeutics by 17.3% during the third quarter. Two Sigma Investments LP now owns 172,143 shares of the company’s stock valued at $281,000 after acquiring an additional 25,346 shares during the period. Hedge funds and other institutional investors own 72.83% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on AUTL. Needham & Company LLC decreased their price target on Autolus Therapeutics from $11.00 to $10.00 and set a “buy” rating on the stock in a report on Monday, January 12th. Truist Financial upgraded shares of Autolus Therapeutics to a “strong-buy” rating in a research report on Wednesday. Weiss Ratings reissued a “sell (d-)” rating on shares of Autolus Therapeutics in a research note on Wednesday, January 21st. Zacks Research raised shares of Autolus Therapeutics from a “strong sell” rating to a “hold” rating in a research note on Friday, March 13th. Finally, HC Wainwright assumed coverage on shares of Autolus Therapeutics in a research report on Tuesday, February 17th. They issued a “buy” rating and a $9.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Autolus Therapeutics currently has an average rating of “Moderate Buy” and a consensus price target of $8.50.

Autolus Therapeutics Company Profile

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.