NASDAQ$LENZ

LENZ Therapeutics Inc · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

LENZ Therapeutics reported Q1 2026 revenue of $1.9M and a net loss of $41.5M, or $(1.32) per share.

For the quarter ended March 31, 2026, LENZ recorded $1.9 million in revenue, primarily license-related, versus none a year ago. The net loss was $41.5 million, or $(1.32) per diluted share, compared with a $14.6 million loss and $(0.53) per share in Q1 2025 as commercial and launch preparatory spend increased.

  • First meaningful license revenue at $1.9M.
  • Net loss widened to $41.5M on launch-related investment.
  • Loss per share $(1.32) on higher operating spend.
  • Pre-commercial ophthalmology company scaling for VIZZ.

Headline financials

Total Revenue

$1.9M

No prior period
EPS (adj)

-$1.32

No prior period
Capital Expenditures

-$18K

No prior period
Free Cash Flow

-$33.6M

No prior period
Net Income

-$41.5M

No prior period
Operating Income

-$44.1M

No prior period
Gross Profit

$825K

No prior period
Cash & Equivalents

$24.8M

No prior period
Total Assets

$273M

No prior period

Revenue & EPS history

LENZ Therapeutics Inc · Revenue · Quarterly

$1.9M

Q1 2026
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

Commercial launch trajectory for approved therapy will determine revenue ramp; spend elevated near term.

Tailwinds

  • Initial revenue recognition from licensing.
  • FDA-approved product entering commercial phase.

Headwinds

  • Large quarterly loss ahead of full launch scale.
  • Execution risk on commercial uptake.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 8 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-2.8%

Avg return

Earnings day

-3.7%

Avg return

5 days after

-5.1%

Avg return

30 days after

20%

2 / 10 earnings

Positive

+5.0%

Q2 2022

Best reaction

-23.5%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.0%-7.0%
Q1 2026-0.8%-27.1%-34.5%
Q3 2025-23.5%-17.3%-4.7%
Q2 2025-2.9%-7.4%+22.0%
Q3 2023-1.7%-0.4%-1.3%
Q2 2023-4.5%-4.5%-17.4%
Q1 2023-0.3%-3.2%-8.4%
Q3 2022+1.9%+7.1%+1.9%
Q2 2022+5.0%+9.3%-9.0%
Q1 2022-0.9%+13.9%+5.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro