Northland Securities Predicts Nephros Q2 Earnings

Nephros Inc. (NASDAQ:NEPH) – Stock analysts at Northland Securities issued their Q2 2026 earnings per share (EPS) estimates for Nephros in a report issued on Friday, July 17th. Northland Securities analyst B. Brooks expects that the company will earn $0.01 per share for the quarter. Northland Securities currently has a “Market Perform” rating and a $4.00 target price on the stock. The consensus estimate for Nephros’ current full-year earnings is $0.03 per share. Northland Securities also issued estimates for Nephros’ Q3 2026 earnings at $0.01 EPS, Q4 2026 earnings at $0.00 EPS, FY2026 earnings at $0.03 EPS, Q1 2027 earnings at $0.03 EPS, Q2 2027 earnings at $0.05 EPS, Q3 2027 earnings at $0.06 EPS, Q4 2027 earnings at $0.06 EPS and FY2027 earnings at $0.19 EPS.

Nephros (NASDAQ:NEPH) last announced its earnings results on Thursday, May 7th. The company reported $0.01 EPS for the quarter, meeting the consensus estimate of $0.01. The business had revenue of $5.21 million for the quarter, compared to the consensus estimate of $5.02 million. Nephros had a return on equity of 7.66% and a net margin of 4.06%.

Separately, Weiss Ratings cut shares of Nephros from a “hold (c)” rating to a “hold (c-)” rating in a research report on Friday. One research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $5.00.

Nephros Stock Down 2.4%

NASDAQ NEPH opened at $3.59 on Tuesday. Nephros has a fifty-two week low of $2.66 and a fifty-two week high of $6.42. The business has a 50 day moving average price of $3.47 and a two-hundred day moving average price of $3.63. The stock has a market cap of $38.99 million, a PE ratio of 51.29 and a beta of 1.49.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Topline Capital Management LLC grew its stake in Nephros by 13.1% during the 2nd quarter. Topline Capital Management LLC now owns 477,449 shares of the company’s stock valued at $1,953,000 after purchasing an additional 55,360 shares in the last quarter. Renaissance Technologies LLC raised its position in shares of Nephros by 25.8% in the 4th quarter. Renaissance Technologies LLC now owns 103,772 shares of the company’s stock valued at $506,000 after purchasing an additional 21,272 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Nephros by 3.2% during the 2nd quarter. Geode Capital Management LLC now owns 93,187 shares of the company’s stock valued at $381,000 after buying an additional 2,898 shares during the last quarter. HighTower Advisors LLC boosted its stake in shares of Nephros by 7.2% during the 4th quarter. HighTower Advisors LLC now owns 59,710 shares of the company’s stock valued at $291,000 after buying an additional 4,000 shares during the last quarter. Finally, Mesirow Financial Investment Management Inc. grew its position in shares of Nephros by 262.3% during the fourth quarter. Mesirow Financial Investment Management Inc. now owns 50,000 shares of the company’s stock worth $244,000 after buying an additional 36,200 shares in the last quarter. Institutional investors and hedge funds own 41.10% of the company’s stock.

More Nephros News

Here are the key news stories impacting Nephros this week:

• Neutral Sentiment: Northland Securities reiterated a “Market Perform” rating on Nephros and set a $4.00 price target, which is only modestly above the recent trading range and suggests limited near-term upside. Nephros analyst estimates and rating update
• Neutral Sentiment: The firm’s updated earnings estimates point to gradual improvement, with Northland forecasting roughly $0.03 EPS for FY2026 and $0.19 EPS for FY2027, plus quarterly EPS in the low cents range through 2027. That outlook is constructive, but not strong enough to trigger a clear bullish re-rating on its own. Nephros earnings estimates update
• Neutral Sentiment: Nephros also announced it will participate in Maxim Group’s “Health, Wellness & Longevity” Virtual Conference on July 22. Conference participation can increase visibility, but it does not by itself change fundamentals. Nephros conference announcement

About Nephros

Nephros, Inc is a development-stage company specializing in advanced water filtration and purification technologies for medical, laboratory, industrial and defense applications. The company’s core offering centers on proprietary hollow fiber ultrafilters designed to remove bacteria, viruses, endotoxins and particulates from water streams. These ultrafilters are used in hemodialysis systems to protect patient treatment, in pharmaceutical and laboratory environments to ensure water quality and in critical field-deployable units for military and emergency response.

The company’s product portfolio includes standalone filtration cartridges for point-of-use and point-of-entry installations in dialysis clinics and hospitals, as well as bench-top and portable water purification systems.