Market Cap
$3.3B
DNLI
Denali Therapeutics Inc.
$20.14 ▼ -1.92%
Prev close $20.53Market cap$3.3B
ConsensusStrong Buy
12-mo target$36.06 (+79.1%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)25 New Institutional Positions12 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on DNLI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (92%)
Inst. Holders
50 funds
Inst. Value
$3.0B
Inst. Activity
25 buys / 12 sells
Insider Activity
$0.00 buy / $435.3K sell
Insider Net $
-$435.3K
SEC Reports
8
Press Releases
4
Price chart 30d -11.9%
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.
Oct 1, 2026 short_volume
Sep 10, 2026 SEC Short Volume: DNLI — 59.7% short (0.4M / 0.7M)
Short: 389,304 | Exempt: 0 | TRF Vol: 652,460 | Short Ratio: 59.7% | Off-exchange volume (dark pool
Three Denali insiders (COFO, Director, CMO) sold a total of ~$349K in open-market sales over a 5-day window. The aggrega
CLUSTER — Impact 2/10
Two Denali Therapeutics insiders (COFO/Secretary Schuth and Director Thornberry) sold a combined $312K in open-market tr
CLUSTER — Impact 2/10
Sep 4, 2026 Insider
Chin Peter Scott sold 1,654 shares
Chief Medical Officer @ $22.29 ($36.9K)
Sep 2, 2026 Insider
Thornberry Nancy sold 615 shares
Director @ $23.74 ($14.6K)
Sep 2, 2026 Insider
Aug 6, 2026 SEC Thornberry Nancy sold 10,824 shares
Director @ $22.85 ($247.3K)
Denali Therapeutics reported Q2 2026 results with AVLAYAH generating $3.6M in its first full commercial quarter, beating
8-K — Impact 6/10
Jun 30, 2026 Inst.
UBS AM, a distinct — TRIM
3,161,972 shares ($81.3M)
Analyst ratings buy % -4.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
92% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 25, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Aug 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 23, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 16, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| May 26, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 14, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 11, 2026 | BTIG | REITERATE | Buy | 53% |
| May 8, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Apr 22, 2026 | Leerink Partners | MAINTAIN | Outperform | 49% |
| Apr 7, 2026 | Baird | MAINTAIN | Outperform | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 11 | 13 | 2 | 0 | 0 | 92% | |
| Aug 1, 2026 | 11 | 13 | 2 | 0 | 0 | 92% | |
| Jul 1, 2026 | 11 | 12 | 2 | 0 | 0 | 92% | |
| Jun 1, 2026 | 11 | 12 | 2 | 0 | 0 | 92% | |
| May 1, 2026 | 11 | 12 | 2 | 0 | 0 | 92% | |
| Apr 1, 2026 | 11 | 12 | 2 | 0 | 0 | 92% | |
| Mar 1, 2026 | 11 | 12 | 2 | 0 | 0 | 92% | |
| Feb 1, 2026 | 11 | 12 | 1 | 0 | 0 | 96% |
Price targets
Where 16 covering analysts think DNLI trades over the next 12 months.
$36.06 +79.1% upside Strong Buy
Current$20.14 Low$27.00 Median$35.00 High$42.00 16 analysts
$27.00$42.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 2 bullish, 1 bearish, 2 mixed, 3 neutral · avg impact 4.8/10.Plus 4 press releases.
NEUTRALCLUSTER2/10
Three Denali insiders (COFO, Director, CMO) sold a total of ~$349K in open-market sales over a 5-day
Sep 10, 2026
NEUTRALCLUSTER2/10
Two Denali Therapeutics insiders (COFO/Secretary Schuth and Director Thornberry) sold a combined $31
Sep 4, 2026
MIXED8-K6/10
Denali Therapeutics reported Q2 2026 results with AVLAYAH generating $3.6M in its first full commerc
Aug 6, 2026
BEARISHPRESS-RELEASE6/10
Denali Therapeutics reported Q1 2026 EPS of -$0.69, a 47.6% miss vs consensus of -$0.47, with revenu
Jul 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: DNLI — 59.7% short (0.4M / 0.7M)
Short: 389,304 | Exempt: 0 | TRF Vol: 652,460 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: DNLI — 56.8% short (0.4M / 0.6M)
Short: 367,487 | Exempt: 0 | TRF Vol: 647,004 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: DNLI — 55.1% short (0.5M / 1.0M)
Short: 538,189 | Exempt: 0 | TRF Vol: 976,935 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: DNLI — 63.7% short (0.4M / 0.6M)
Short: 404,487 | Exempt: 1,533 | TRF Vol: 635,411 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: DNLI — 55.0% short (0.5M / 0.9M)
Short: 468,657 | Exempt: 7 | TRF Vol: 851,792 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
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 | $-0.37 | $-0.88–$0.38 | 50.6% | +9.9% | 11↑ 1↓ | $0.0B | 17 |
| Next Q | $-0.62 | $-0.78–$-0.46 | 14.8% | +0.6% | 12↑ 0↓ | $0.0B | 17 |
| Current FY | $-2.22 | $-2.75–$-0.22 | 25.2% | +3.1% | 13↑ 1↓ | $0.1B | 17 |
| Next FY | $-2.42 | $-3.24–$-1.70 | -8.9% | +0.3% | 10↑ 5↓ | $0.1B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.365 | — |
| 7d ago | $-0.420 | +0.055 |
| 30d ago | $-0.406 | +0.040 |
| 60d ago | $-0.548 | +0.182 |
| 90d ago | $-0.534 | +0.169 |
Institutional ownership
Which big funds own DNLI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.0B total value (119,278,432 shares) as of 2026-Q2. Top holders: BlackRock,, BAILLIE, STATE. Net buying activity: 25 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 14,026,413 | $360.8M | 11.8% | — |
| BAILLIE GIFFORD & CO | 11,960,230 | $307.6M | 10.1% | — |
| STATE STREET CORP | 7,049,304 | $181.3M | 5.9% | — |
| Temasek Holdings (Private) Ltd | 7,012,974 | $180.4M | 5.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,477,057 | $166.6M | 5.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,275,729 | $161.4M | 5.3% | — |
| FMR LLC | 4,535,836 | $116.7M | 3.8% | — |
| GOLDMAN SACHS GROUP INC | 4,155,895 | $106.9M | 3.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,973,342 | $102.2M | 3.4% | — |
| Holocene Advisors, LP | 3,905,225 | $100.4M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 4,432,314 | 3,161,972 | -28.7% | $81.3M |
| NORGES BANK | NEW | — | 2,824,746 | — | $72.7M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | DOUBLED | 114,524 | 2,208,263 | +1828.2% | $56.8M |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 296,503 | 1,355,514 | +357.2% | $34.9M |
| Aberdeen Group plc | TRIM | 1,854,446 | 1,345,481 | -27.4% | $34.6M |
| Nuveen, LLC | DOUBLED | 295,586 | 608,967 | +106.0% | $15.7M |
| MARSHALL WACE, LLP | TRIM | 991,268 | 549,830 | -44.5% | $14.1M |
| CITIGROUP INC | DOUBLED | 39,278 | 487,278 | +1140.6% | $12.5M |
| Alyeska Investment Group, L.P. | NEAR_EXIT | 1,941,123 | 219,334 | -88.7% | $5.6M |
| WELLS FARGO & COMPANY/MN | ADD | 107,657 | 189,865 | +76.4% | $4.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 23 transactions. Net -$435.3K — $0.00 bought, $435.3K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 4, 2026 | Chin Peter Scott | Chief Medical Officer | SELL | 1,654 | $22.29 | $36.9K |
| Sep 2, 2026 | Thornberry Nancy | Director | SELL | 615 | $23.74 | $14.6K |
| Sep 2, 2026 | Thornberry Nancy | Director | SELL | 10,824 | $22.85 | $247.3K |
| Sep 1, 2026 | Schuth Alexander O. | COFO and Secretary | SELL | 2,768 | $23.44 | $64.9K |
| Aug 12, 2026 | Watts Ryan J. | President and CEO | GIFT | 32,220 | — | — |
| Aug 11, 2026 | Schuth Alexander O. | COFO and Secretary | SELL | 2,857 | $25.07 | $71.6K |
| Jun 3, 2026 | BAKER BROS. ADVISORS LP | Director | AWARD | 19,226 | — | — |
| Jun 3, 2026 | BAKER BROS. ADVISORS LP | Director | AWARD | 6,408 | — | — |
| Jun 3, 2026 | BAKER BROS. ADVISORS LP | Director | AWARD | 19,226 | — | — |
| Jun 3, 2026 | Schenkein David P | Director | AWARD | 6,408 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DNLI.
Shares short
17,139,415
Settlement Sep 15, 2026
Change vs prior
+3.0%
Semi-monthly cycle
Days to cover
12.0
At avg daily volume
Of shares outstanding
≈10.7%
Estimate — not % of float
All DNLI filing & press-release reports (12)
- CLUSTER reportSep 10, 2026
- CLUSTER reportSep 4, 2026
- 8-K reportAug 6, 2026
- PRESS-RELEASE reportJul 27, 2026
- 8-K reportJun 18, 2026
- PRESS-RELEASE reportJun 18, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportMay 21, 2026
- PRESS-RELEASE reportMay 7, 2026
- 8-K reportApr 3, 2026
- PRESS-RELEASE reportApr 3, 2026
- PRESS-RELEASE reportMar 25, 2026