Market Cap
$1.2B
BCAX
Bicara Therapeutics Inc.
$18.02 ▼ -0.99%
Prev close $18.20Market cap$1.2B
ConsensusStrong Buy
12-mo target$35.50 (+97.0%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)37 New Institutional Positions7 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on BCAX right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (82%)
Inst. Holders
50 funds
Inst. Value
$968.8M
Inst. Activity
37 buys / 7 sells
Insider Activity
$0.00 buy / $4.9M sell
Insider Net $
-$4.9M
SEC Reports
16
Press Releases
4
Price chart 30d -23.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 8, 2026 Insider
Cohlhepp Ryan acquired via exercise 17,500 shares
President, COO & Interim CEO @ $3.79 ($66.3K)
Sep 8, 2026 Insider
Cohlhepp Ryan sold 3,442 shares
President, COO & Interim CEO @ $23.43 ($80.7K)
Sep 8, 2026 Insider
Aug 25, 2026 SEC Cohlhepp Ryan sold 14,058 shares
President, COO & Interim CEO @ $22.77 ($320.1K)
Bicara Therapeutics entered into a sub-sublease agreement with Wayfair LLC for approximately 35,090 square feet of offic
8-K — Impact 2/10
No summary provided
CLUSTER — Impact 5/10
Bicara Therapeutics announced an inducement stock option grant to new CFO Jennifer Larson, effective August 12, 2026, as
Impact 2/10
Aug 14, 2026 contract
Aug 12, 2026 SEC Bicara Therapeutics Announces Inducement Grant under Nasdaq Listing Rule 5635(c)(4)
BOSTON, Aug. 14, 2026 (GLOBE NEWSWIRE) -- Bicara Therapeutics Inc. (Nasdaq: BCAX), a clinical-stage
Three top executives at Bicara Therapeutics (CEO, President/COO, CFO) executed same-day option exercises and open-market
CLUSTER — Impact 4/10
Analyst ratings buy % +1.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
82% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Aug 12, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 12, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Aug 12, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 12, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 12, 2026 | BTIG | MAINTAIN | Buy | 53% |
| May 12, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| May 12, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 11, 2026 | Guggenheim | INITIATE | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 4 | 0 | 0 | 82% | |
| Aug 1, 2026 | 7 | 10 | 4 | 0 | 0 | 81% | |
| Jul 1, 2026 | 7 | 10 | 4 | 0 | 0 | 81% | |
| Jun 1, 2026 | 7 | 10 | 4 | 0 | 0 | 81% | |
| May 1, 2026 | 6 | 10 | 4 | 0 | 0 | 80% | |
| Apr 1, 2026 | 6 | 10 | 4 | 0 | 0 | 80% | |
| Mar 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Feb 1, 2026 | 5 | 10 | 3 | 0 | 0 | 83% |
Price targets
Where 12 covering analysts think BCAX trades over the next 12 months.
$35.50 +97.0% upside Strong Buy
Current$18.02 Low$20.00 Median$35.50 High$45.00 12 analysts
$20.00$45.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 0 bullish, 2 bearish, 2 mixed, 12 neutral · avg impact 3.8/10.Plus 4 press releases.
NEUTRAL8-K2/10
Bicara Therapeutics entered into a sub-sublease agreement with Wayfair LLC for approximately 35,090
Aug 25, 2026
NEUTRALCLUSTER5/10
No summary provided
Aug 15, 2026
NEUTRALCLUSTER4/10
Three top executives at Bicara Therapeutics (CEO, President/COO, CFO) executed same-day option exerc
Aug 12, 2026
MIXEDPRESS-RELEASE6/10
Bicara Therapeutics reported Q2 2026 results with a net loss of $0.82 per share, slightly better tha
Aug 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 14, 2026
contract
Bicara Therapeutics Announces Inducement Grant under Nasdaq Listing Rule 5635(c)(4)
BOSTON, Aug. 14, 2026 (GLOBE NEWSWIRE) -- Bicara Therapeutics Inc. (Nasdaq: BCAX), a clinical-stage biopharmaceutical company committed to bringing tr
Aug 11, 2026
earnings
Bicara Therapeutics Reports Second Quarter 2026 Progress and Announces Strategic Leadership Transitions Marking Next Era of Execution and Growth
President & Chief Operating Officer Ryan Cohlhepp, Pharm.D. appointed President & Chief Executive Officer effective January 2027
Aug 11, 2026
earnings_calendar
BCAX Q2 2026 Earnings Scheduled — 2026-08-11
Aug 11, 2026
short_volume
Short Volume: BCAX — 81.5% short (0.5M / 0.6M)
Short: 509,592 | Exempt: 928 | TRF Vol: 625,110 | Short Ratio: 81.5% | Off-exchange volume (dark pool + OTC)
Aug 11, 2026
ftd
FTD: BCAX — 32,200 shares ($0.9M) failed to deliver
Settlement: 20260811, Price: $27.73, FTD Value: $892,906, BICARA THERAPEUTICS INC COM
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.82 | $-0.97–$-0.42 | -22.6% | -1.7% | 7↑ 3↓ | $0.0B | 12 |
| Next Q | $-0.85 | $-0.97–$-0.47 | -25.6% | -2.1% | 9↑ 2↓ | $0.0B | 12 |
| Current FY | $-3.39 | $-3.68–$-2.65 | -34.4% | -0.9% | 8↑ 3↓ | $0.0B | 12 |
| Next FY | $-3.52 | $-4.73–$-1.86 | -3.9% | -2.4% | 7↑ 4↓ | $0.0B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.822 | — |
| 7d ago | $-0.821 | -0.001 |
| 30d ago | $-0.808 | -0.014 |
| 60d ago | $-0.848 | +0.027 |
| 90d ago | $-0.848 | +0.027 |
Institutional ownership
Which big funds own BCAX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $968.8M total value (32,650,276 shares) as of 2026-Q2. Top holders: RA, BlackRock,, Jupiter. Net buying activity: 37 institutions added/increased vs 7 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | 7,255,993 | $215.4M | 22.2% | — |
| BlackRock, Inc. | 3,848,090 | $114.2M | 11.8% | ADD +35.3% |
| Jupiter Topco LLC | 3,171,015 | $94.0M | 9.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,216,639 | $65.8M | 6.8% | — |
| STATE STREET CORP | 2,048,920 | $60.8M | 6.3% | ADD +44.4% |
| FRANKLIN RESOURCES INC | 1,951,892 | $58.0M | 6.0% | — |
| FMR LLC | 1,893,070 | $56.2M | 5.8% | TRIM -37.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,162,635 | $34.5M | 3.6% | ADD +39.9% |
| JPMORGAN CHASE & CO | 1,015,965 | $29.8M | 3.1% | DOUBLED +472.7% |
| GOLDMAN SACHS GROUP INC | 520,567 | $15.5M | 1.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 2,843,707 | 3,848,090 | +35.3% | $114.2M |
| STATE STREET CORP | ADD | 1,419,388 | 2,048,920 | +44.4% | $60.8M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 830,906 | 1,162,635 | +39.9% | $34.5M |
| JPMORGAN CHASE & CO | DOUBLED | 177,408 | 1,015,965 | +472.7% | $29.8M |
| D. E. Shaw & Co., Inc. | ADD | 276,943 | 498,193 | +79.9% | $14.8M |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 109,261 | 461,724 | +322.6% | $13.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 290,939 | 418,912 | +44.0% | $12.4M |
| NORTHERN TRUST CORP | ADD | 255,571 | 396,343 | +55.1% | $11.8M |
| Candriam S.C.A. | ADD | 238,822 | 373,380 | +56.3% | $11.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 263,985 | 365,481 | +38.4% | $10.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$4.9M — $0.00 bought, $4.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Cohlhepp Ryan | President, COO & Interim CEO | EXERCISE | 17,500 | $3.79 | $66.3K |
| Sep 8, 2026 | Cohlhepp Ryan | President, COO & Interim CEO | SELL | 3,442 | $23.43 | $80.7K |
| Sep 8, 2026 | Cohlhepp Ryan | President, COO & Interim CEO | SELL | 14,058 | $22.77 | $320.1K |
| Aug 12, 2026 | Larson Jennifer | Chief Financial Officer | AWARD | 285,000 | — | — |
| Aug 10, 2026 | Mazumdar Claire | Chief Executive Officer | EXERCISE | 10,000 | $3.79 | $37.9K |
| Aug 10, 2026 | Mazumdar Claire | Chief Executive Officer | SELL | 10,000 | $27.98 | $279.8K |
| Aug 10, 2026 | Cohlhepp Ryan | President and COO | EXERCISE | 18,750 | $3.79 | $71.1K |
| Aug 10, 2026 | Hyep Ivan | Chief Financial Officer | EXERCISE | 12,500 | $3.79 | $47.4K |
| Aug 10, 2026 | Hyep Ivan | Chief Financial Officer | SELL | 12,500 | $27.97 | $349.6K |
| Aug 10, 2026 | Cohlhepp Ryan | President and COO | SELL | 18,750 | $27.98 | $524.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BCAX.
Shares short
11,191,724
Settlement Sep 15, 2026
Change vs prior
+3.2%
Semi-monthly cycle
Days to cover
22.6
At avg daily volume
Of shares outstanding
≈16.9%
Estimate — not % of float
All BCAX filing & press-release reports (20)
- 8-K reportAug 25, 2026
- CLUSTER reportAug 15, 2026
- PRESS-RELEASE reportAug 14, 2026
- CLUSTER reportAug 12, 2026
- PRESS-RELEASE reportAug 11, 2026
- 8-K reportAug 11, 2026
- CLUSTER reportJul 15, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportMay 26, 2026
- 8-K reportMay 11, 2026
- PRESS-RELEASE reportMay 4, 2026
- CLUSTER reportApr 28, 2026
- DEFA14A reportApr 27, 2026
- CLUSTER reportApr 22, 2026
- CLUSTER reportApr 20, 2026
- PRESS-RELEASE reportApr 3, 2026
- CLUSTER reportMar 24, 2026
- PRESS-RELEASE reportMar 23, 2026
- CLUSTER reportMar 20, 2026
- PRESS-RELEASE reportMar 4, 2026