RCUS Earnings

RCUS reported its FY2025Q4 earnings on 2026-02-24, showcasing a revenue of against an estimate of 24.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected -0.97 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following RCUS's FY2025Q4 earnings announcement on 2026-02-24, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, RCUS's stock price tends to shift by an average of +1.11% in the 10 days leading up to earnings and +6.60% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate RCUS’s annual revenue to reach 24.81M, while the EPS is projected at -1.15. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.26% and EPS estimates Revise Downward by -3.77% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between RCUS'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 Downward by -0.26%, while EPS estimates moved Revise Downward by -3.77% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, RCUS's stock price typically moves by +1.11% in the 10 days before its earnings and +6.60% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of -1.15 and revenue of 24.81M.

The earnings call reveals several concerns: declining GAAP revenue, increased R&D expenses, and competitive pressures from AstraZeneca. The Q&A section highlights management's lack of clarity on key projects and timelines, particularly for PEAK-1. Despite a strong cash position, the focus on extending the cash runway and scrutinizing capital allocation suggests financial caution. The macroeconomic risks and supply chain challenges further add to the negative sentiment. Given the market cap of $1.38 billion, the stock is likely to experience a negative reaction in the range of -2% to -8% over the next two weeks.