NASDAQ$VERA

Vera Therapeutics Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Vera Therapeutics reported Q1 2026 with no product revenue and a net loss of $121.0M ($1.69 per share) on atacicept development.

Vera had no commercial revenue in Q1 2026. Total operating expenses were $125.1 million (R&D $86.0M, G&A $39.1M), up from $57.2 million. Net loss was $121.0 million ($1.69 per share) versus $51.7 million as Phase 3 atacicept programs advanced. Cash strengthened after a December 2025 follow-on offering.

  • Operating expenses $125.1M (+119%).
  • Net loss $(121.0)M; EPS $(1.69).
  • R&D $86.0M on atacicept Phase 3.
  • Follow-on raised ~$281M net in Dec 2025.
  • Pre-commercial IgA nephropathy focus.

Headline financials

EPS (adj)

-$1.69

Previous: -$0.81-108.6%
Capital Expenditures

-$23K

Previous: -$187K+87.7%
Net Income

-$121M

Previous: -$51.7M-134.1%
Operating Income

-$125M

Previous: -$57.2M-118.8%

Revenue & EPS history

Vera · Revenue · Quarterly

$362K

Q3 2025-56.4%vs Q3 2024

Forward guidance

MD&A focuses on ORIGIN Phase 3 readouts, regulatory path, and cash runway rather than revenue guidance.

Tailwinds

  • Strong cash post follow-on offering.
  • Lead asset in late-stage development.

Headwinds

  • Rapidly rising R&D spend.
  • No near-term product revenue.

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

+0.2%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+7.2%

Avg return

30 days after

55%

11 / 20 earnings

Positive

+15.6%

Q1 2022

Best reaction

-13.5%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%+0.3%-11.8%
Q4 2025+1.5%-5.7%-6.8%
Q3 2025+4.6%+23.3%+86.3%
Q1 2025-13.5%-15.0%+20.0%
Q4 2024+1.3%-0.7%-22.1%
Q3 2024+0.3%+1.3%+1.1%
Q2 2024+0.9%+6.5%+4.3%
Q1 2024-8.1%-9.1%-14.3%
Q4 2023-1.3%-5.2%-12.5%
Q3 2023+5.4%+18.2%+18.9%
Q2 2023-0.1%-4.3%-0.1%
Q1 2023-1.7%+0.0%+0.9%
Q4 2022+4.4%+6.3%-14.2%
Q3 2022-3.2%-3.8%-2.1%
Q2 2022+7.8%+20.6%+11.4%
Q1 2022+15.6%+11.4%-8.5%
Q4 2021+10.2%+11.2%+5.2%
Q3 2021-11.6%-7.1%-3.3%
Q2 2021+0.3%+11.6%+80.6%
Q1 2021-7.6%-13.6%+11.0%
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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