Allogene Therapeutics Q2 2025 Earnings Preview: Revenue Expectations Flat, Earnings Estimates Rise

Allogene Therapeutics Inc (ALLO) is set to release its Q2 2025 earnings on Aug 13, 2025. The consensus estimate for Q2 2025 revenue is $0.00 million, and earnings are expected to be -$0.28 per share. The full year 2025 revenue is expected to be $0.01 million, and earnings are expected to be -$1.06 per share. Revenue estimates have declined, while earnings estimates have increased over the past 90 days. The average target price for ALLO is $7.65, with an upside of 639.13% from the current price of $1.04.

Allogene Therapeutics Inc. (ALLO) is set to release its Q2 2025 earnings on August 13, 2025. The consensus estimate for Q2 2025 revenue is $0.00 million, and earnings are expected to be -$0.28 per share. The full-year 2025 revenue is expected to be $0.01 million, and earnings are expected to be -$1.06 per share. Revenue estimates have declined, while earnings estimates have increased over the past 90 days. The average target price for ALLO is $7.65, with an upside of 639.13% from the current price of $1.04 [1].

Allogene Therapeutics reported a net loss of $50.9 million, or $0.23 per share, outperforming the expected loss of $0.2685 per share. The company’s stock reacted positively in aftermarket trading, rising 2.91% to $1.06, as investors responded to the strategic advancements in its clinical pipeline and financial guidance. The company’s cash position remains strong, with $302.6 million on hand [1].

Key Takeaways

Allogene reported a narrower-than-expected loss of $0.23 per share. Positive market reaction saw the stock increase by 2.91% in aftermarket trading. The company’s cash position remains strong, with $302.6 million on hand. Promising developments in clinical trials, particularly in CAR T therapies. Strategic focus on reducing lymphodepletion in treatment protocols [1].

The company’s strategic advancements in clinical trials, particularly the ALPHA-three and ALLO-three sixteen trials, show promise, aligning with its focus on innovative cancer treatments and autoimmune disease therapies. Financial Highlights Cash position: $302.6 million as of June 30, 2025 Q2 R&D expenses: $40.2 million Q2 G&A expenses: $14.3 million Net loss: $50.9 million, or $0.23 per share Expected 2025 cash burn: Approximately $150 million [1].

Earnings vs. Forecast

Allogene’s reported EPS of -$0.23 was better than the forecasted -$0.2685, marking a positive surprise for investors. The company’s ability to manage expenses and maintain a strong cash position contributed to this performance. This result represents a significant improvement over previous quarters, indicating effective cost management and strategic focus [1].

Market Reaction

Following the earnings announcement, Allogene’s stock rose by 2.91% in aftermarket trading, reaching $1.06. This movement reflects investor confidence in the company’s strategic direction and its ongoing efforts to innovate within the cell therapy space. However, InvestingPro data reveals the stock has declined over 51% year-to-date, with analyst price targets ranging from $2.50 to $14.00, suggesting significant potential upside according to Wall Street expectations. The stock’s performance remains volatile within its 52-week range of $0.862 to $3.78 [1].

Outlook & Guidance

Looking forward, Allogene projects a cash runway extending into 2027, supporting its clinical developments. The company anticipates full-year GAAP operating expenses of approximately $230 million and expects to share MRD conversion rates at an interim analysis. These projections underscore Allogene’s commitment to advancing its pipeline and achieving key milestones in its clinical trials [1].

Executive Commentary

David Chang, CEO, highlighted the company’s unique position, stating, "We are one of the last allogeneic cell therapy companies standing and the one with the most diverse and advanced clinical pipeline." Chief Medical Officer Zachary Roberts added, "By reducing or potentially eliminating lymphodepletion, we’re taking a bold step toward reshaping what’s possible in the treatment of immune-mediated conditions" [1].

Risks and Challenges

Regulatory hurdles in advancing clinical trials. Competition from other cell therapy companies. The potential for increased R&D expenses impacting cash flow. Market volatility affecting stock performance. Dependence on successful trial outcomes for future growth [1].

References

[1] https://www.investing.com/news/transcripts/earnings-call-transcript-allogene-therapeutics-q2-2025-earnings-reveal-strategic-shifts-93CH-4190387