NASDAQ$NTLA

Intellia Therapeutics Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Intellia Therapeutics reported Q1 2026 collaboration revenue of $15.0M, a net loss of $96.2M, and diluted loss per share of $0.81.

For the quarter ended March 31, 2026, Intellia recognized collaboration revenue of $15.0 million, down from $16.6 million. Operating loss was $100.5 million as R&D spending was $80.7 million, down from $108.4 million year over year. Net loss was $96.2 million ($0.81 diluted loss per share) versus a $114.3 million loss and $0.96 loss per share in Q1 2025. Cash and equivalents were $134.7 million; marketable securities $382.6 million.

  • Collaboration revenue $15.0M; total operating expenses $115.6M.
  • R&D $80.7M (-26% YoY) as programs advance in CRISPR gene editing.
  • Net loss $96.2M; diluted EPS loss $0.81 vs. $0.96 loss.
  • Cash and marketable securities ~$516M combined at quarter end.
  • Pipeline includes in vivo and ex vivo programs with Regeneron and others.

Headline financials

Total Revenue

$15M

Previous: $16.6M-9.5%
EPS (adj)

-$0.81

Previous: -$1.20+32.5%
Capital Expenditures

-$79K

Previous: -$735K+89.3%
Net Income

-$96.2M

Previous: -$114M+15.8%
Operating Income

-$101M

Previous: -$121M+16.8%

Revenue & EPS history

Intellia · Revenue · Quarterly

$15M

Q1 2026-9.5%vs Q1 2025
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Intellia does not provide product revenue guidance. The 10-Q focuses on clinical milestones for nex-z and ATTR programs, collaboration funding, and runway.

Tailwinds

  • R&D spend declined while advancing key clinical assets.
  • Net loss narrowed versus prior-year quarter.

Headwinds

  • Collaboration revenue declined modestly.
  • Substantial cash burn until commercial products launch.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.5%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-0.4%

Avg return

30 days after

50%

20 / 40 earnings

Positive

+20.4%

Q4 2021

Best reaction

-21.0%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.4%-3.1%-13.4%
Q4 2025+6.2%+1.4%-7.8%
Q3 2025-9.2%-25.0%-29.2%
Q1 2025+13.6%+14.1%+11.0%
Q4 2024+0.6%-15.8%-25.3%
Q3 2024+4.2%+3.7%-8.3%
Q2 2024+0.7%+5.2%-7.5%
Q1 2024+6.3%+11.9%-1.2%
Q4 2023-2.9%+15.4%+0.1%
Q3 2023-15.2%-7.0%+2.0%
Q2 2023-0.3%+0.8%-5.1%
Q1 2023+13.8%+14.0%+6.2%
Q4 2022-3.1%+3.2%-1.6%
Q3 2022-0.3%-3.1%-9.7%
Q2 2022-11.7%-15.7%-21.9%
Q1 2022-14.6%-20.3%-18.7%
Q4 2021+20.4%-0.2%-11.7%
Q3 2021-0.3%+1.8%-25.7%
Q2 2021+13.9%+6.1%+20.3%
Q1 2021-5.1%-7.3%+1.2%
Q4 2020-5.1%-2.7%+1.6%
Q3 2020+3.3%+8.6%+59.9%
Q2 2020+0.9%-0.4%-7.8%
Q1 2020-1.5%+14.7%+46.9%
Q4 2019+8.6%+9.6%-3.1%
Q3 2019+15.5%+8.7%+47.2%
Q2 2019-2.7%-4.1%-21.6%
Q1 2019+9.5%+11.7%-4.0%
Q4 2018+5.0%+14.3%+17.7%
Q3 2018+4.0%+3.1%-3.3%
Q2 2018-0.2%+2.7%+16.2%
Q1 2018+6.4%+4.7%+35.4%
Q4 2017-21.0%-29.2%-33.9%
Q3 2017-10.9%-23.2%-21.2%
Q2 2017-9.6%-4.4%+24.9%
Q1 2017-9.0%-10.7%-20.2%
Q4 2016-4.0%+0.6%-2.6%
Q3 2016-5.7%+1.1%+12.7%
Q2 2016+14.0%+5.9%+11.9%
Q1 2016+3.1%-0.1%-26.0%
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q2 2014

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