LEGN Earnings

LEGN reported its FY2025Q3 earnings on 2025-11-12, showcasing a revenue of 272.00M against an estimate of 275.00M, resulting in a -1.11% surprise. The EPS was -0.05, surpassing the expected -0.13 by 61.54% . The stock experienced a -2.67% price change on the earnings day and a -7.21% change over the next five days, reflecting market reactions to the results.

Following LEGN's FY2025Q3 earnings announcement on 2025-11-12, the stock price moved by -2.67% on the day of the release. Over the subsequent five days, it saw a -7.21% change. Historically, LEGN's stock price tends to shift by an average of +5.46% in the 10 days leading up to earnings and -4.57% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate LEGN’s annual revenue to reach 315.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.08% and EPS estimates Revise Upward by 1.02% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between LEGN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.08%, while EPS estimates moved Revise Upward by 1.02% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LEGN's stock price typically moves by +5.46% in the 10 days before its earnings and -4.57% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 315.00M.

The earnings call highlights operational breakeven for CARVYKTI and company-wide profitability by 2026, which are positive indicators. The removal of REMS by the FDA, expansion plans, and strong demand in international markets further support a positive outlook. However, management's reluctance to provide specific timelines and details in some areas tempers expectations. Overall, the strategic plan and Q&A insights suggest a positive sentiment, likely resulting in a stock price increase of 2% to 8%.