LNZA Earnings

LNZA reported its earnings on 2025-03-31, showcasing a revenue of against an estimate of 20.85M, resulting in a 0% surprise. The EPS was 0, surpassing the expected -0.16 by 0% . The stock experienced a 13.4% price change on the earnings day and a 13.4% change over the next five days, reflecting market reactions to the results.

Following LNZA's earnings announcement on 2025-03-31, the stock price moved by 13.40% on the day of the release. Over the subsequent five days, it saw a 13.40% change. Historically, LNZA's stock price tends to shift by an average of +26.72% in the 10 days leading up to earnings and +4.43% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate LNZA’s annual revenue to reach 12.20M, while the EPS is projected at -6.47. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between LNZA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LNZA's stock price typically moves by +26.72% in the 10 days before its earnings and +4.43% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of -6.47 and revenue of 12.20M.

The earnings call reveals significant financial challenges, including a decline in revenue and increased operating expenses. Despite some positive developments like increased ownership in LanzaJet and a $40 million investment, there are major concerns such as timing uncertainties, cash flow risks, and regulatory adoption issues. The Q&A section highlights vague responses from management, which could further unsettle investors. While there are optimistic elements, the overall sentiment is negative due to financial losses, cost control challenges, and project risks.