# Bachem

Type: Company (BCHMF)

Source: GetYourBrief — https://getyourbrief.com/entity/bachem
Canonical HTML page: https://getyourbrief.com/entity/bachem

## Timeline

- **2026-03-24**: Analyst Sentiment Review — Major firms maintain ratings, citing steady execution of the strategic pivot.
- **2026-03-24**: Sentiment Review — Major analysts maintain existing price targets and ratings despite the earnings beat.
- **2026-03-16**: Analyst Upgrade — Wall Street Zen upgrades CDXS rating following financial results.
- **2026-03-12**: 2026 Guidance Issued — Management outlines $72M-$76M revenue target driven by ECO Synthesis.
- **2026-03-11**: Q4 2025 Earnings Release — Codexis reports significant beats on both top and bottom lines.
- **2026-03-11**: Q4 2025 Earnings — Codexis reports surprise profit and revenue beat.
- **2026-03-08**: TD Cowen Conference — CEO touts ECO Synthesis push and 2026 inflection targets.

## Recent coverage (3 stories, network-wide)

### Codexis Holds Steady as ECO Synthesis Gains Traction Post-Q4 Earnings Beat
2026-03-24 23:00:38 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Codexis reported a significant Q4 2025 earnings beat, driven by its ECO Synthesis platform and expanding CDMO partnerships. Despite a raised 2026 revenue outlook and a surprise GAAP profit, analyst sentiment remains largely unchanged as the market awaits further commercial validation of its RNA manufacturing technology.
Full story: https://getfinancebrief.com/story/codexis-cdxs-earnings-analyst-sentiment-analysis

### Codexis Sustains Analyst Confidence Following Q4 Beat and 2026 Revenue Guidance
2026-03-24 23:00:34 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Codexis (CDXS) has maintained steady analyst sentiment following a strong Q4 2025 performance that exceeded revenue and earnings expectations. The company’s strategic pivot toward its ECO Synthesis platform for RNA manufacturing is gaining commercial traction, supported by a 2026 revenue target of $72M–$76M.
Full story: https://getbiobrief.com/story/codexis-cdxs-earnings-analyst-sentiment-2026

### Bachem Earnings Preview: Peptide Capacity and GLP-1 Demand in Focus
2026-03-11 07:27:04 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Bachem (BCHMF) is set to release its quarterly earnings this Thursday, with investors closely monitoring the Swiss CDMO's ability to scale production for the booming GLP-1 market. As a critical supplier of peptides and oligonucleotides, Bachem's financial performance and capacity expansion updates will serve as a bellwether for the broader weight-loss drug supply chain.
Full story: https://getbiobrief.com/story/bachem-earnings-preview-peptide-capacity-glp1-demand

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