Novavax, Inc. (NVAX) Presents at TD Cowen 46th Annual Health Care Conference Transcript

Novavax, Inc. (NVAX) Presents at TD Cowen 46th Annual Health Care Conference Transcript

Seeking Alpha • Mar 3, 2026

Is Trending Stock Novavax, Inc. (NVAX) a Buy Now?

Novavax (NVAX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zacks Investment Research • Mar 3, 2026

What's Going On With Novavax Stock On Friday?

Novavax Inc. (NASDAQ: NVAX) shares are down on Friday, possibly on profit-taking after the stock rallied on Thursday following the company's announcement of its fourth-quarter and full-year 2025 financial results.

Benzinga • Feb 27, 2026

Novavax Stock Gains as Q4 Earnings & Sales Beat Estimates

NVAX stock jumps 17% after Q4 swings to a surprise profit on strong licensing revenues and lower costs, with sales soaring 67% year over year.

Zacks Investment Research • Feb 27, 2026

Novavax: The Bear Case Is Broken, But The Bull Case Needs More Proof

Novavax (NVAX) has transitioned into a royalty-driven model, with Q4 profitability and 73% of revenue from licensing and royalties. NVAX's FY26 revenue guidance of $230M–$270M reflects cleaner, high-margin cash flow, excluding potential $200M in milestones from Sanofi. With $857M in cash and receivables, NVAX is funded into 2028, but remains highly dependent on partner outcomes, especially Sanofi's COVID/influenza program.

Seeking Alpha • Feb 27, 2026

COVID-19 Vaccine Maker Novavax Swings To Profit As Sales Climb

Novavax Inc. (NASDAQ: NVAX) shares are up on Thursday following the company's announcement of its fourth-quarter and full-year 2025 financial results.

Benzinga • Feb 26, 2026

Novavax raises 2026 adjusted revenue outlook on strength in vaccine deals

Novavax raised its adjusted revenue forecast for 2026 on Thursday, as it expects milestone payments from vaccine supply and licensing deals to offset pressure from sagging demand.

Reuters • Feb 26, 2026

Novavax, Inc. (NVAX) Q4 2025 Earnings Call Transcript

Novavax, Inc. (NVAX) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 26, 2026

Novavax Reports Fourth Quarter and Full Year 2025 Financial Results and Operational Highlights

Pfizer agreement announced in January 2026 for non-exclusive license to utilize Matrix-M® in two infectious disease areas Multiple Material Transfer Agreements signed in 2025 and Q1 2026 with pharmaceutical companies, including major global pharmaceutical companies exploring the utility of Matrix-M for their vaccine portfolios Successful execution of Sanofi partnership with $225 million in milestones earned in full year 2025 Total revenue of $147 million in the fourth quarter of 2025 and $1.1 billion for the full year 2025 Continued advancement of early-stage pipeline with the intention to enter the clinic as early as 2027 Year end 2025 Cash of $751 million Novavax exceeded its full year 2025 R&D and SG&A expense reduction goals and is improving future targets GAITHERSBURG, Md., Feb. 26, 2026 /PRNewswire/ -- Novavax, Inc. (Nasdaq: NVAX) today announced its financial results and operational highlights for the fourth quarter and year ended December 31, 2025.

PRNewsWire • Feb 26, 2026

Novavax (NVAX) Beats Q4 Earnings and Revenue Estimates

Novavax (NVAX) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of a loss of $0.66 per share. This compares to a loss of $0.51 per share a year ago.

Zacks Investment Research • Feb 26, 2026