as of 08-04-2026 4:00pm EST
Nautilus Biotechnology Inc is a development stage life sciences company creating a platform technology for quantifying and unlocking the complexity of the human proteome. The Company transform the field of proteomics by democratizing access to the proteome and enabling fundamental advancements across human health and medicine. Its products includes: Proteome Analysis System, Reagent Kits, Software and analysis.
| Founded: | 2016 | Country: | United States |
| Employees: | N/A | City: | SEATTLE |
| Market Cap: | 218.6M | IPO Year: | 2020 |
| Target Price: | $4.00 | AVG Volume (30 days): | 899.7K |
| Analyst Decision: | Strong Buy | Number of Analysts: | 1 |
| Dividend Yield: | N/A | Dividend Payout Frequency: | N/A |
| EPS: | -0.12 | EPS Growth: | 16.07 |
| 52 Week Low/High: | $0.62 - $4.31 | Next Earning Date: | 04-28-2026 |
| Revenue: | N/A | Revenue Growth: | N/A |
| Revenue Growth (this year): | N/A | Revenue Growth (next year): | 992.86% |
| P/E Ratio: | -8.42 | Index: | N/A |
| Free Cash Flow: | -51973000.0 | FCF Growth: | N/A |
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10% Owner
Avg Cost/Share
$2.35
Shares
10,000,000
Total Value
$23,500,000.00
Owned After
11,682,032
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| AH Equity Partners Bio II, L.L.C. | NAUT | 10% Owner | Jun 2, 2026 | Sell | $2.35 | 10,000,000 | $23,500,000.00 | 11,682,032 |
SEC 8-K filings with transcript text
Jul 28, 2026 · 100% conf.
1D
-1.15%
$1.64
Act: -13.33%
5D
+6.40%
$1.77
20D
+18.49%
$1.97
2 exhibit991-q2268xkearnings.htm
Document
Exhibit 99.1
Nautilus Biotechnology Reports Second Quarter 2026 Financial Results
SEATTLE, WA, July 28, 2026 – Nautilus Biotechnology, Inc. (NASDAQ: NAUT), a company pioneering a single-molecule proteome analysis platform, today reported financial results for the second quarter ended June 30, 2026.
Second Quarter 2026 Business Highlights
•Recognized first revenue in the second quarter of 2026, including grant revenue from the Michael J. Fox Foundation supporting our alpha-synuclein proteoform assay development, together with revenue from our first Iterative Mapping Early Access Program customer.
•Grew our commercial organization to three team members, including our previously announced VP of Global Sales, driving engagement with prospective Iterative Mapping Early Access Program customers ahead of the Voyager™ Platform commercial launch.
•We have selected and are advancing our first oncology proteoform, AKT1, with expected Early Access availability in late 2026.
Programs & Roadmap Update
In Q1, we launched our Iterative Mapping Early Access program, a services-based program designed to bring Iterative Mapping applications to customers ahead of general availability of consumable kits, with our Tau Proteoforms Assay as the first application made available. Since launch, we have seen strong and growing customer enthusiasm for the proteoform approach and the unique insight it can deliver, including numerous additional customer-requested proteoform targets, representing what we believe to be a significant commercial opportunity. Given the potential scale of this opportunity and the technical performance to date, we are significantly shifting resources across the company and putting a new roadmap in place to accelerate our proteoform applications. Our new realigned roadmap includes:
Voyager™ Platform
•Launch expected in early 2027 for pre-orders and anticipated instrument shipment beginning in mid 2027, timed with the Proteoforms Assay consumable kits listed below.
Proteoform Portfolio
•Tau Proteoforms Assay: Continued availability through the Iterative Mapping Early Access Program with general availability of consumable kits in mid 2027.
•AKT1 Proteoforms Assay: Expected to enter the Iterative Mapping Early Access Program in late 2026, with general availability of consumable kits expected in mid 2027.
•Second oncology proteoforms assay with expected general availability of consumable kits in mid 2027
•Third oncology proteoforms assay and continued expansion of our proteoform pipeline with general availability of additional consumable kits in late 2027.
•We plan to concurrently develop expanded proteoform portfolio capabilities, such as lower sample input, additional sample types, and increased proteoform depth.
Broadscale Portfolio
•In Q2, we completed testing and determined that our assay configuration changes do not sufficiently improve our probe candidate performance to support a 2027 general availability of a broadscale consumable kit at our target specifications.
•We have identified key improvement areas and begun the necessary development work required to advance broadscale performance.
•We plan to report back on a commercial timeline for the Broadscale Assay at a future date.
“The second quarter reinforced our ever-increasing conviction that proteoforms deliver critical biological resolution that Nautilus is uniquely positioned to deliver,” said Sujal Patel, CEO of Nautilus Biotechnology. “Customer enthusiasm for our proteoform applications has been remarkable, and we are prioritizing this market-driven feedback in our updated roadmap. We are funding this shift through reallocation rather than incremental spend, so accelerating our proteoform development does not impact our broader financial assumptions. I believe this realignment puts Nautilus on a more direct and, ultimately, faster path to becoming a commercial company.”
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Second Quarter 2026 Financial Results
Revenue was $0.2 million for the second quarter of 2026, primarily driven by grant revenue from the commencement of the Company’s activities related to the grant awarded from The Michael J. Fox Foundation during the period, and service revenue for the first sales of services under the Iterative Mapping Early Access Program.
Operating expenses were $15.9 million for the second quarter of 2026, a $1.2 million or 7% decrease compared to $17.1 million for the corresponding prior year period. The decrease in operating expenses is attributable to lower salaries and related benefits, stock-based compensation expense, and facilities costs.
Net loss was $14.5 million for the second quarter of 2026, as compared to the net loss of $15.0 million for the corresponding prior year period.
Cash, cash equivalents, and investments were $129.2 million as of June 30, 2026.
Webcast and Conference Call Information
Nautilus will host a conference call to discuss the second quarter
Apr 28, 2026
2 exhibit991-q1268xkearnings.htm
Document
Exhibit 99.1
Nautilus Biotechnology Reports First Quarter 2026 Financial Results
SEATTLE, WA, April 28, 2026 – Nautilus Biotechnology, Inc. (NASDAQ: NAUT), a company pioneering a single-molecule proteome analysis platform, today reported financial results for the first quarter ended March 31, 2026.
First Quarter 2026 Business Highlights
•Initiated our Iterative Mapping Early Access Program, enabling broader access to our validated Tau proteoform assay, with Baylor College of Medicine as our first customer in a National Institutes of Health-funded cancer study.
•Advanced processing and analysis of Tau proteoform samples from collaborators, supporting platform validation and future scientific publications.
•Appointed Amber Faust as Vice President of Global Sales, a proven proteomics commercial leader from Olink Proteomics and SomaLogic, to lead Early Access customer expansion and drive Voyager™ Platform adoption ahead of our commercial launch.
“In Q1, we made measurable progress toward commercialization, with early customer engagement reinforcing the value of our platform in real-world research settings,” said Sujal Patel, CEO of Nautilus Biotechnology. “We also advanced our broadscale capabilities, including development of a next-generation assay format designed to improve probe compatibility, performance, and scalability. Together with the addition of experienced sales leadership, these efforts position us to scale Early Access and progress toward full commercial availability.”
First Quarter 2026 Financial Results
Operating expenses were $16.1 million for the first quarter of 2026, a $2.7 million or 14% decrease compared to $18.8 million for the corresponding prior year period. The decrease in operating expenses is attributable to decreased salaries, related benefits and stock-based compensation, and decreased facilities costs.
Net loss was $14.7 million for the first quarter of 2026, as compared to the net loss of $16.6 million for the corresponding prior year period.
Cash, cash equivalents, and investments were $143.4 million as of March 31, 2026.
Webcast and Conference Call Information
Nautilus will host a conference call to discuss the first quarter 2026 financial results, business developments and outlook before market open on Tuesday, April 28, 2026, at 5:30 AM Pacific Time / 8:30 AM Eastern Time. Live audio of the webcast will be available on the “Investors” section of the company website at: www.nautilus.bio.
About Nautilus Biotechnology, Inc.
With its corporate headquarters in Seattle, Washington and its research and development headquarters in San Carlos, California, Nautilus is a development stage life sciences company working to create a platform technology for quantifying and unlocking the complexity of the proteome. Nautilus’ mission is to transform the field of proteomics by democratizing access to the proteome and enabling fundamental advancements across human health and medicine. To learn more about Nautilus, visit www.nautilus.bio
Special Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of federal securities laws. Forward-looking statements in this press release include, but are not limited to, statements regarding Nautilus’ expectations regarding the company’s business operations, financial performance and results of operations; expectations regarding operating expenses and cash runway; expectations with respect to any revenue timing or projections; expectations with respect to the development required for and the timing of the launch of the Nautilus VoyagerTM
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platform and full commercial availability; the functionality and performance of the Nautilus Voyager platform, its potential impact on providing proteome or proteoform access, pharmaceutical development and drug discovery, expanding research horizons, and enabling scientific explorations and discovery; expectations regarding platform specifications required by potential customers and partners and the timeline for adoption of the Nautilus Voyager platform by researchers; and the present and future capabilities and limitations of emerging proteomics technologies. These statements are based on numerous assumptions concerning the development of Nautilus’ products, target markets, and other current and emerging proteomics technologies, and involve substantial risks, uncertainties and other factors that may cause actual results to be materially different from the information expressed or implied by these forward-looking statements. Risks and uncertainties that could materially affect the accuracy of Nautilus’ assumptions and its ability to achieve the forward-looking statements set forth in this press release include (without limitation) the following: the Nautilus Voyager product platform is not yet commercially available and remains subject to significant scientific and technical development
Feb 26, 2026 · 100% conf.
1D
-0.69%
$2.40
Act: +0.21%
5D
-5.36%
$2.29
Act: +0.83%
20D
-8.28%
$2.22
naut-202602260001808805FALSE00018088052026-02-262026-02-26
Washington, D.C. 20549
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 26, 2026
(Exact name of registrant as specified in its charter)
Delaware (State or other jurisdiction of incorporation) 001-39434 (Commission File Number) 98-1541723 (I.R.S. Employer Identification No.)
2701 Eastlake Avenue East Seattle, Washington (Address of principal executive offices) 98102 (Zip code)
(206) 333-2001 (Registrant’s telephone number, including area code)
(Former name or former address, if changed since last report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock, par value $0.0001 per shareNAUT The Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o
Item 2.02. Results of Operations and Financial Condition. On February 26, 2026, Nautilus Biotechnology, Inc. (the “Company”) issued a press release reporting its financial results for the quarter and fiscal year ended December 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1 to this Current Report on Form 8-K. The information furnished in this Current Report under Item 2.02 and the exhibit attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item 9.01. Financial Statements and Exhibits. (d) Exhibits
Exhibit Number Description 99.1 Press Release dated February 26, 2026.
104Cover page Interactive Data File (embedded with the Inline XBRL document)
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Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Dated: February 26, 2026
By:/s/ Sujal Patel Name:Sujal Patel Title:Chief Executive Officer
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