MacroGenics Posts $0.22 Q4 Loss, Beats Revenue Estimate by 71% at $41.2M

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MacroGenics posted a Q4 adjusted loss of $0.22 per share on $41.23M revenue, outperforming consensus by 47.3% and 71.2% respectively versus year-ago loss of $0.25 on $19.35M. Shares are up 38.5% YTD, while Q1 consensus forecasts a loss of $0.47 per share on $19.55M.

1. Q4 Earnings Beat Expectations

MacroGenics reported an adjusted loss of $0.22 per share for the quarter ended December 2025, compared to consensus of a $0.42 loss and a year-ago loss of $0.25, delivering a 47.3% positive earnings surprise.

2. Revenue Surges to $41.23 Million

The company generated $41.23 million in Q4 revenue, exceeding analyst forecasts by 71.2% and more than doubling the $19.35 million recorded in the year-ago quarter.

3. Share Performance and Near-Term Outlook

Shares have risen 38.5% year-to-date versus a 1.5% S&P 500 decline, while consensus for the next quarter projects a $0.47 per share loss on $19.55 million revenue, raising questions about sustainability given the industry’s bottom-40% ranking.

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