Stifel maintains Buy rating on Codexis stock amid strong business outlook

Published 14/08/2025, 16:24
Stifel maintains Buy rating on Codexis stock amid strong business outlook

Investing.com - Stifel has reiterated its Buy rating and $5.00 price target on Codexis, Inc. (NASDAQ:CDXS), currently trading at $3.58, following the company’s revenue beat and positive business updates. According to InvestingPro data, analyst targets range from $3.00 to $11.00, with 4 analysts recently revising their earnings estimates upward.

The research firm noted that Codexis exceeded consensus revenue expectations and provided encouraging updates on its Pharma Biocatalysis business and ECO Synthesis Platform.

Stifel highlighted management’s latest view on the ECO platform, where Codexis is considering capacity expansion to support early phase assets and customers engaging with the platform, indicating strong market interest.

The company’s unchanged guidance, positive business developments, recent $27.3 million capital raise, and upcoming milestone events in the second half of 2025 were cited as positive factors supporting the rating.

Stifel positioned Codexis as "a good small cap stock" within its coverage group, particularly for investors willing to explore new modality areas where Codexis has established focus. For deeper insights into Codexis’s financial health and growth prospects, access the comprehensive Pro Research Report available on InvestingPro, which covers over 1,400 US stocks with expert analysis and actionable intelligence.

In other recent news, Codexis Inc. reported its second-quarter 2025 earnings, surpassing expectations with an earnings per share (EPS) of -$0.16 compared to the anticipated -$0.19. The company also experienced a significant revenue increase, reaching $15.3 million, up from $8 million in the same quarter of the previous year. This financial performance highlights Codexis’s continued growth and operational development. Additionally, Cantor Fitzgerald reiterated its Overweight rating for Codexis, maintaining a price target of $11. The research firm noted that Codexis has strengthened its balance sheet, providing necessary funding for building costs. These developments indicate a positive outlook from analysts regarding the company’s financial health. Codexis’s recent achievements reflect its strategic efforts in enhancing its operations and financial stability.

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