The setup for Q4. Absci Corporation (NASDAQ: ABSI) will report its fourth-quarter fiscal 2025 results on March 24 after markets close, followed by a conference call. Wall Street analysts project a loss per share of $0.17 for Q4.
What investors will watch. As an early-stage biotechnology company, Absci’s quarterly results hinge on collaboration revenue timing and operating expense discipline. The company’s AI platform for antibody design has attracted partnerships with major pharma players, but revenue remains lumpy and unpredictable quarter to quarter. Investors will focus on any updates to the pipeline programs—ABS-101 for inflammatory bowel disease, ABS-201 for androgenic alopecia, and the oncology-focused ABS-301 and ABS-501—as well as commentary on new partnership announcements or existing collaboration milestones that could drive near-term revenue.
Recent track record shows volatility. Absci’s earnings history reveals inconsistent performance against Wall Street’s modest expectations. In Q1 fiscal 2025, the company posted a loss of $0.21 per share versus the $0.22 consensus. Q2 fiscal 2025 saw a wider-than-expected loss of $0.24 per share against a $0.21 estimate. Q3 fiscal 2025 delivered a loss of $0.20 per share, beating the $0.21 estimate by 2.5%. Revenue has ranged from $378,000 to $1.18 million across the past three quarters, reflecting the episodic nature of collaboration payments.
Estimates trending modestly higher. For the current quarter (Q1 fiscal 2026), Wall Street projects a loss of $0.17 per share. The consensus has improved over the past 30 days, with one upward revision and no downgrades. For full-year fiscal 2025, analysts expect a loss of $0.80 per share on revenue of $3.60 million, representing 15.1% improvement in EPS versus the prior year’s $0.94 loss.
Wall Street leans bullish. The analyst consensus as of March 13 shows two Strong Buy ratings, six Buy ratings, and one Hold, with no Sell or Strong Sell recommendations. This represents a slight shift from the prior month, when the firm had three Strong Buy and six Buy ratings with zero Hold ratings. The tilt toward Buy-equivalent ratings reflects confidence in Absci’s AI platform and partnership strategy, though the addition of a Hold rating suggests some caution as the company navigates its pre-commercial phase.
Recent analyst moves signal confidence. HC Wainwright & Co. reiterated its Buy rating on December 18 and raised its price target to $8 from $7, citing progress in the company’s AI-driven drug discovery platform. Needham maintained its Buy rating and $7 price target on December 12, then lowered the target to $7 from $8 on November 13 while keeping the Buy rating intact.
This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.