Nautilus Biotechnology's first commercial revenue of $234K in 2026Q3 represents a milestone, but it offsets less than 1% of the roughly $17M quarterly operating cost base, leaving cash burn structurally intact at approximately $14.7M of free cash outflow in the quarter.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | -$0.12+14.3% vs -$0.14 | $234,000+13.5% vs $206,250 |
Q3 2026 Jul 28, 2026 | -$0.11+18.5% vs -$0.14 | $190,000+90.0% vs $100,000 |
Q2 2026 Apr 28, 2026 | -$0.12+17.2% vs -$0.14 | — vs $250,000 |
Q1 2026 Feb 26, 2026 | -$0.11+21.4% vs -$0.14 | — vs $1M |
NAUT is extending Voyager from tau into oncology, which I think will give it more applications for its targeted proteoform platform. NAUT also has research collaborations and SEEDS participation. In my view, this corroborates that there's real scientific interest in their platform. Management's runway projection should be enough to reach their planned launch of Voyager instruments and initial assay kits.
Nautilus Biotechnology, Inc. (NAUT) Q3 2026 Earnings Call Transcript
Nautilus Biotechnology NASDAQ: NAUT reported third-quarter revenue of $200,000 as it continued its transition toward commercialization of its Voyager proteomics platform, with management reaffirming plans to begin taking platform pre-orders in early 2027 and start instrument shipments in mid-2027.
Nautilus expects to receive up to $6 million to bring its Voyager™ Platform to a multidisciplinary team integrating protein science, AI, and computational modeling to develop new diagnostics and therapeutics Nautilus expects to receive up to $6 million to bring its Voyager™ Platform to a multidisciplinary team integrating protein science, AI, and computational modeling to develop new diagnostics and therapeutics
Benchmark NAUT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Nautilus Biotechnolgy, Inc. (NAUT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $2.23 | $283.78M | -4.84 | — | -13816.75% | -42.68% | — | |
| $78.56 | $4.06B | 33.58 | 13.79% | 25.86% | 34.08% | — | |
| $1.63 | $89.62M | -1.32 | 15.57% | -490.71% | -27.23% | — | |
| $10.68 | $3.92B | -15.93 | 178.54% | -2001.59% | -26.67% | — | |
| $213.13 | $32.25B | 36.67 | -0.78% | 19.72% | 31.45% | — | |
| $2.26 | $701.96M | -5.36 | 3.89% | -81.31% | -2618.51% | — |
Nautilus Biotechnolgy, Inc. (NAUT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Nautilus Biotechnolgy, Inc. (NAUT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Jul 28, 2026·SEC
Jun 18, 2026·SEC
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Nautilus Biotechnolgy, Inc. (NAUT) stock FAQ — growth, dividends, profitability & financials explained
Nautilus Biotechnolgy, Inc. (NAUT) reported $0.4M in revenue over the trailing twelve months.
No. Nautilus Biotechnolgy, Inc. (NAUT) reported a net loss of $58.6M over the trailing twelve months.
Nautilus Biotechnolgy, Inc. (NAUT) had a return on equity (ROE) of -42.7% over the trailing twelve months. A negative ROE means the company lost money over the period.
Nautilus Biotechnolgy, Inc. (NAUT) had negative free cash flow of $55.1M over the trailing twelve months.
