Codexis, Inc. (CDXS)

Codexis, Inc.'s stock price has been impacted by its quarterly earnings reports and other investor events. Between October 23, 2024, and October 22, 2025, the company's share price experienced a decline of 16.34%. In the first quarter of 2025, Codexis reported earnings per share (EPS) of -$0.25 and revenue of $7.5 million, missing analyst forecasts, which led to shares falling by 10.16%. In the second quarter of 2025, Codexis surpassed EPS expectations with -$0.16 against a forecast of -$0.19, and revenue increased to $15.3 million, up from $8 million, causing shares to rise 6.64% during regular trading and an additional 4.2% in aftermarket trading. Other investor events include participation in the Jefferies Global Healthcare Conference, TIDES USA 2025, Cantor Global Healthcare Conference, and an upcoming Q3 2025 earnings conference call.

The provided information does not explicitly indicate any specific demand seasonality for Codexis, Inc.'s products and services. The broader enzymes market is experiencing growth driven by increased consumer awareness regarding food sensitivities, natural health, and digestive health, as well as regulatory support and innovation in enzyme engineering.

Codexis, Inc. is a biotechnology company providing enzymatic solutions for efficient therapeutics manufacturing, operating in the Healthcare sector, specifically Biotechnology. It uses its CodeEvolver® technology to develop high-performance enzymes for small molecule pharmaceuticals and nucleic acid synthesis. Codexis is also developing its ECO Synthesis™ manufacturing platform to enable the scaled manufacture of RNAi therapeutics through an enzymatic route. The company offers enzyme engineering, biologics development, and synthetic biology tools, supporting pharmaceutical and chemical clients in designing catalysts and strains.

Codexis, Inc. generates its maximum revenue from the Americas. The company has a global footprint with broad regional reach, including North America, Europe, and Asia.

No specific events that have negatively impacted Codexis, Inc.'s brand reputation in the past year were found in the search results, although there is a general awareness of evolving expectations around corporate responsibility practices, specifically related to environmental, social, and governance (ESG) matters, which may expose companies to reputational risks.

Codexis, Inc. has significant institutional ownership, with 283 institutional owners and shareholders holding 86,377,510 shares. Major institutional owners include Opaleye Management Inc., Casdin Capital, LLC, BlackRock, Inc., Fmr Llc, Vanguard Group Inc, Standard Life Aberdeen plc, Nantahala Capital Management, LLC, Telemark Asset Management, LLC, Ameriprise Financial Inc, and Tekla Healthcare Investors. Vivo Ventures VII LLC is the largest individual Codexis shareholder, owning 16.16 million shares, representing 17.90% of the company.