NASDAQ$UPB

Upstream Bio Inc · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

Upstream Bio reported Q1 2026 revenue of $0 with a net loss of $40.6M and diluted loss per share of $0.75.

For the quarter ended March 31, 2026, Upstream Bio had no product sales and reported a net loss of $40.6 million versus $27.3 million in Q1 2025. Diluted loss per share was $0.75 compared with $0.51. R&D expense increased to $36.6 million from $25.8 million as verekitug development progressed. Collaboration revenue under the Maruho agreement was $1.0 million in the quarter.

  • Net loss widened to $40.6M on higher R&D of $36.6M.
  • Diluted loss per share was $0.75 on 54.3M average shares.
  • Maruho collaboration revenue was $1.0M related to asthma trial work.
  • No commercial product revenue; accumulated deficit reached $374.8M.
  • Cash investments support continued clinical development per MD&A.

Headline financials

Total Revenue

$1.03M

Previous: $566K+82.7%
EPS (adj)

-$0.75

Previous: $0.35-314.3%
Net Income

-$40.6M

Previous: -$27.3M-48.8%
Operating Income

-$43.6M

Previous: -$32M-36.2%
Gross Profit

-$4.97M

Previous: -$2.13M-133.6%
Cash & Equivalents

$96.7M

No prior period
Total Assets

$318M

No prior period

Revenue & EPS history

Upstream Bio Inc · Revenue · Quarterly

$1.03M

Q1 2026+82.7%vs Q1 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

Upstream Bio expects significant losses until verekitug is approved and does not provide quantitative revenue or EPS guidance in the quarterly filing.

Tailwinds

  • Collaboration revenue provides partial offset to R&D spend.
  • Interest income of $3.1M helped fund operations.

Headwinds

  • R&D expense growth drove a wider net loss year over year.
  • No near-term product revenue expected before regulatory approval.

Historical earnings impact

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

Avg. return before/after earnings

Based on 3 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.8%

Avg return

Earnings day

-2.0%

Avg return

5 days after

+4.5%

Avg return

30 days after

67%

4 / 6 earnings

Positive

+7.9%

Q2 2025

Best reaction

-5.4%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.5%-8.4%
Q1 2026+4.7%-5.3%-31.9%
Q3 2025-4.3%-6.2%+10.8%
Q2 2025+7.9%+7.0%+28.8%
Q1 2025-5.4%+1.6%+24.8%
Q3 2024+1.7%-0.7%-10.3%

Discussion

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