CODEXIS, INC.(CDXS)Stock Analysis
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Rank #2,542 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CDXS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for CODEXIS, INC. (CDXS), a Materials sector company. 13F Pro's AI-powered ranking engine scores CDXS at 28.9/100 on a 32-signal composite quality model, placing it at rank #2,542 of 2,962 stocks — the bottom half of the AI-ranked universe. CDXS scores in the top quartile across revenue growth (77.3). Areas of concern include institutional flow (3.5) and balance sheet strength (9.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 12.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), CODEXIS, INC. reports quarterly revenue of $14.9M, net income of $-12.0M, free cash flow of $-10.5M. Top institutional holders of CDXS by reported 13-F value include BlackRock, Opaleye Management, abrdn plc, based on the most recent SEC filings. CDXS trades on the Nasdaq exchange and files with the SEC under CIK 1200375. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CDXS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CODEXIS, INC. directly from SEC EDGAR. CODEXIS, INC.'s 13F Pro composite quality score has ranged between 7 and 41 since 2021, currently 28.9 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$14.9M
Net Income
Q2 2026
$-12.0M
Free Cash Flow
Q2 2026
$-10.5M
ROIC
Q2 2026
-55.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+18.6% YoYNet Income
+32.6% YoYOperating Income
+28.7% YoYEPS (Diluted)
+43.8% YoYTotal Assets
-0.8% YoYTotal Debt
+38.7% YoYOp. Cash Flow
+60.8% YoYFree Cash Flow
+55.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $70.4M +18.6% | $59.3M -15.4% | $70.1M -49.4% | $138.6M +32.3% | $104.8M +51.7% | $69.1M |
| Net Income | $-44.0M +32.6% | $-65.3M +14.4% | $-76.2M -127.0% | $-33.6M -57.9% | $-21.3M +11.4% | $-24.0M |
| Operating Income | $-41.7M +28.7% | $-58.5M +14.0% | $-68.1M -95.1% | $-34.9M -53.7% | $-22.7M +5.1% | $-23.9M |
| EPS (Diluted) | $-0.50 +43.8% | $-0.89 +20.5% | $-1.12 -119.6% | $-0.51 -54.5% | $-0.33 +17.5% | $-0.40 |
| Total Assets | $147.8M -0.8% | $149.0M +9.1% | $136.6M -45.5% | $250.4M +1.6% | $246.4M +11.2% | $221.6M |
| Total Debt | $40.1M +38.7% | $28.9M | $0.00 | — | — | — |
| Operating Cash Flow | $-19.4M +60.8% | $-49.4M +6.1% | $-52.6M -566.5% | $11.3M +179.1% | $-14.3M +13.3% | $-16.5M |
| Free Cash Flow | $-23.8M +55.6% | $-53.7M +5.9% | $-57.1M -2016.6% | $3.0M +110.6% | $-28.1M -39.0% | $-20.2M |
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Top Institutional Holders of CDXS
BlackRock, Inc.
$16.5M7,284,352 shOpaleye Management Inc.
$15.3M6,785,000 shabrdn plc
$15.3M6,769,954 shMILLENNIUM MANAGEMENT LLC
$12.5M5,549,139 shTelemark Asset Management, LLC
$8.7M3,846,411 shAMERIPRISE FINANCIAL INC
$8.6M3,809,440 shNantahala Capital Management, LLC
$8.2M3,623,613 shVANGUARD CAPITAL MANAGEMENT LLC
$8.2M3,617,109 shGEODE CAPITAL MANAGEMENT, LLC
$4.9M2,162,393 shSTATE STREET CORP
$4.0M1,756,814 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $16.5M | 7,284,352 |
| Opaleye Management Inc. | $15.3M | 6,785,000 |
| abrdn plc | $15.3M | 6,769,954 |
| MILLENNIUM MANAGEMENT LLC | $12.5M | 5,549,139 |
| Telemark Asset Management, LLC | $8.7M | 3,846,411 |
| AMERIPRISE FINANCIAL INC | $8.6M | 3,809,440 |
| Nantahala Capital Management, LLC | $8.2M | 3,623,613 |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.2M | 3,617,109 |
| GEODE CAPITAL MANAGEMENT, LLC | $4.9M | 2,162,393 |
| STATE STREET CORP | $4.0M | 1,756,814 |
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Popular Research
Is CDXS a good stock to buy?
13F Pro's AI-powered analysis of CODEXIS, INC. (CDXS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CDXS are available on the CDXS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CDXS is classified as a small company.
Which hedge funds own CDXS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CDXS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CODEXIS, INC.'s investment landscape.