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AUAUTL

Autolus Therapeutics plc

$AUTL·$484M·Biotechnology·Healthcare
$2.00+5.3%YTD-4.4%1Y-19.8%
Mentions · last 7 days
2026-07-29: 0 posts2026-07-30: 5 posts2026-07-31: 0 posts2026-08-01: 0 posts2026-08-02: 2 posts2026-08-03: 73 posts2026-08-04: 13 posts93+1043%
Price updated 1m ago·X counts updated 2d ago
AUAUTL
$AUTLAutolus Therapeutics plc
$2.00+5.26%93 posts+1043%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AUTL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventAcceleratingAI verdict · as of 2026-08-06

The move is getting stronger, with heavier trading behind it.

Autolus's preliminary Q2 showed AUCATZYL commercial revenue of $45M, guidance raised to $140-150M, and a $250M credit facility to fund the ramp.

Autolus Therapeutics is a clinical-stage cell-therapy company that just crossed into the commercial phase — its lead product AUCATZYL is a CAR-T therapy for relapsed/refractory adult acute lymphoblastic leukemia, and the recent update is the first commercial ramp data.

The mechanics of the setup:

  • Preliminary Q2 net product revenue was $45M for AUCATZYL — a real number, not a projection, and materially ahead of what a first-year commercial launch typically shows.
  • Management raised FY26 revenue guidance to $140-150M from the prior $120-135M range — a 15% mid-point lift on the strength of the Q2 print.
  • A $250M credit facility from Perceptive Advisors funds the commercial ramp and pipeline (obe-cel in earlier-line settings, additional programs) without diluting equity — this is the financing structure a company uses when it believes the ramp is real.
  • The full Q2 report on August 11 is the next dated test: confirmation of the $45M number, gross margin commentary, and cash runway.
  • At $484M market cap the stock trades at 5.2x TTM P/S — low for a commercial-stage cell therapy company hitting its early launch targets, reflecting execution risk that Q2 partially answers.

The path from here: the August 11 print confirming the ramp + gross margin visibility re-rates toward $3; a slower actual ramp or margin miss resets to $1.50. AUCATZYL commercial expansion into earlier-line indications is the multi-year story.

Agrees with X sentimentThe bulls have this right — the preliminary $45M revenue print + raised guide + non-dilutive $250M credit facility is the strongest possible sequence a commercial-stage cell therapy company can produce in one week. Sentiment is uniformly constructive and appropriately so.

What to watch: August 11 full Q2 report — gross margin, patient counts, and any commentary on earlier-line indication timing. Confirmation re-rates toward $3; a margin miss or slower ramp resets to $1.50.

On the calendar: 2026-08-11 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-05

Autolus chatter is uniformly bullish after preliminary Q2 AUCATZYL net product revenue of $45M and a raised FY26 sales guide to $140-150M from $120-135M, plus a $250M credit facility with Perceptive Advisors. Traders describe the price action as 'a trend, not just a bounce,' with holders emphasizing the shallow pullback and calling the ramp 'fairly priced even considering Blackstone/BioNTech payments' with upside on more indications. No bearish voice.

Read the AI verdict + X sentiment for $AUTL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech developing programmed T-cell immunotherapies for blood cancers, including obecabtagene autoleucel for adult ALL.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $AUTL.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+43.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-56.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-286%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-60.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-129%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-11.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.27$-0.29+6.9%
Q4 2025Mar 27, 2026$-0.34$-0.26-30.8%
Q3 2025Nov 12, 2025$-0.30$-0.23-30.4%
Q2 2025Aug 12, 2025$-0.18$-0.24+25.0%
Next earningsTue, Aug 11·consensus EPS $-0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$26.2M+191.9%6.3%-227%$-0.27$-68.0M
Q4 FY25$24.3M+83534.2%-4.3%-298%$-0.34$-91.1M
Q3 FY25$21.2M—-35.1%-338%$-0.30$-52.4M
Q2 FY25$20.9M—-16.8%-293%$-0.18$-80.1M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$129.0M$127.7M – $131.5M-$0.88-$1.00 – -$0.716
FY27$198.7M$184.3M – $219.6M-$0.61-$0.79 – -$0.406
FY28$292.5M$200.0M – $403.3M-$0.46-$0.77 – -$0.175
FY29$463.3M$388.1M – $551.2M-$0.12-$0.15 – -$0.102
FY30$621.5M$520.6M – $739.4M$0.11$0.08 – $0.132

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.54%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+19.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 240.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.035-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 9 other (9 awards) in window

See when $AUTL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 38-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

AUTL made a Regulation FD disclosure to provide material information simultaneously to all market participants. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all AUTL investors.

8-KMaterial agreementAug 38-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale
AI summary

AUTL entered into a Purchase Agreement. The transaction involves approximately $250.0 million. SEC Item 1.01 requires prompt disclosure of any material agreement not in the ordinary course of business, giving investors visibility into significant contractual commitments by AUTL.

8-KShareholder voteJun 298-K — Item 5.07: Shareholder vote
AI summary

AUTL disclosed the results of matters submitted to a vote of security holders. Voted matters included: auditor. Item 5.07 disclosures allow investors to assess shareholder sentiment on governance and compensation issues at AUTL.

8-KPress release / Reg FDMay 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KRestructuring / exit costsApr 298-K — Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
8-KMaterial eventApr 168-K — Item 4.01
S-3Shelf registrationApr 13S-3
S-3Shelf registrationApr 13S-3
+ 38 other (21 3s · 4 13Gs · 2 EFFECTs · 2 CORRESPs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Autolus Therapeutics to Report Second Quarter 2026 Financial Results and Host Conference Call on August 11, 2026globenewswire.com·3d agoAutolus Therapeutics Reports Preliminary Second Quarter 2026 Net Product Revenue and Announces Credit Facility of up to $250 Million with Perceptive Advisorsglobenewswire.com·4d agoAutolus Therapeutics: Navigating A Bumpy 2026seekingalpha.com·15d ago3 Cancer Stocks to Watch as Oncology Innovation Accelerateszacks.com·29d agoAutolus Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·36d ago

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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