Market Cap
$5.1B
ERAS
Erasca, Inc.
$14.79 ▲ +1.44%
Prev close $14.58Market cap$5.1B
ConsensusStrong Buy
12-mo target$24.11 (+61.1%)
▲ Bullish
Analyst conviction 8/10
High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on ERAS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (82%)
Inst. Holders
50 funds
Inst. Value
$2.5B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $1.6M sell
Insider Net $
-$1.6M
Social Sentiment
50° Neutral
SEC Reports
14
Press Releases
7
Price chart 30d -9.7%
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
Aug 24, 2026 SEC Short Volume: ERAS — 72.0% short (1.0M / 1.4M)
Short: 990,138 | Exempt: 100 | TRF Vol: 1,374,447 | Short Ratio: 72.0% | Off-exchange volume (dark p
Erasca announced that the FDA granted Fast Track Designation (FTD) to ERAS-0015 for the treatment of metastatic pancreat
8-K — Impact 5/10
Erasca Foundation, a major affiliate holder, filed a Form 144 on August 17, 2026, signaling intent to sell 8,333 shares
144 — Impact 3/10
A strong institutional cluster formed in ERAS during 2026-Q2, with 16 buyers accumulating $104.2M net against just 1 sel
INST-CLUSTER — Impact 6/10
Aug 10, 2026 Insider
Jul 22, 2026 Press Fuchs Charles S. was granted 1,300,000 shares
President, R&D
Berger Montague filed a securities fraud class action lawsuit against Erasca (ERAS) on behalf of investors who purchased
Impact 6/10
Erasca has priced an upsized public offering of 31,428,572 shares at $17.50/share, expecting ~$550M in gross proceeds. T
Impact 7/10
Jun 30, 2026 Inst.
STATE STREET CORP — ADD
12,184,555 shares ($223.2M)
Analyst ratings buy % +2.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
82% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 14, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Aug 13, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 12, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Jul 20, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 14, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Jun 4, 2026 | B of A Securities | UPGRADE | Neutral | 54% |
| May 12, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Apr 27, 2026 | Stifel | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| Aug 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| Jul 1, 2026 | 5 | 9 | 3 | 0 | 0 | 82% | |
| Jun 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| May 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Apr 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Mar 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Feb 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% |
Price targets
Where 9 covering analysts think ERAS trades over the next 12 months.
$24.11 +61.1% upside Strong Buy
Current$14.97 Low$20.00 Median$22.00 High$33.00 9 analysts
$20.00$33.00
Analyst rating None as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 5 bullish, 0 bearish, 4 mixed, 5 neutral · avg impact 4.9/10.Plus 7 press releases.
BULLISH8-K5/10
Erasca announced that the FDA granted Fast Track Designation (FTD) to ERAS-0015 for the treatment of
Aug 24, 2026
NEUTRAL1443/10
Erasca Foundation, a major affiliate holder, filed a Form 144 on August 17, 2026, signaling intent t
Aug 17, 2026
BULLISHINST-CLUSTER6/10
A strong institutional cluster formed in ERAS during 2026-Q2, with 16 buyers accumulating $104.2M ne
Aug 13, 2026
NEUTRAL32/10
Charles S. Fuchs, President of R&D at Erasca, filed a Form 3 initial statement of beneficial ownersh
Aug 12, 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: ERAS — 72.0% short (1.0M / 1.4M)
Short: 990,138 | Exempt: 100 | TRF Vol: 1,374,447 | Short Ratio: 72.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: ERAS — 62.8% short (1.0M / 1.6M)
Short: 978,869 | Exempt: 118 | TRF Vol: 1,557,515 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: ERAS — 80.7% short (1.0M / 1.3M)
Short: 1,027,201 | Exempt: 9,464 | TRF Vol: 1,273,568 | Short Ratio: 80.7% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: ERAS — 58.8% short (1.0M / 1.7M)
Short: 1,016,608 | Exempt: 50 | TRF Vol: 1,727,712 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: ERAS — 61.1% short (0.7M / 1.2M)
Short: 727,428 | Exempt: 124 | TRF Vol: 1,189,936 | Short Ratio: 61.1% | 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 | $-0.13 | $-0.14–$-0.09 | -18.3% | -7.6% | 2↑ 5↓ | $0.0B | 8 |
| Next Q | $-0.13 | $-0.17–$-0.07 | -32.3% | +1.3% | 4↑ 4↓ | $0.0B | 8 |
| Current FY | $-0.98 | $-1.06–$-0.86 | -121.9% | -2.2% | 3↑ 6↓ | $0.0B | 8 |
| Next FY | $-0.62 | $-0.80–$-0.34 | 36.2% | -11.8% | 2↑ 7↓ | $0.0B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.130 | — |
| 7d ago | $-0.127 | -0.003 |
| 30d ago | $-0.121 | -0.009 |
| 60d ago | $-0.123 | -0.007 |
| 90d ago | $-0.123 | -0.007 |
Institutional ownership
Which big funds own ERAS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.5B total value (134,644,980 shares) as of 2026-Q2. Top holders: BlackRock,, RTW, STATE. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 21,154,146 | $387.5M | 15.8% | — |
| RTW INVESTMENTS, LP | 17,946,754 | $328.8M | 13.4% | — |
| STATE STREET CORP | 12,184,555 | $223.2M | 9.1% | ADD +31.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,402,199 | $208.9M | 8.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,501,426 | $119.1M | 4.8% | — |
| GOLDMAN SACHS GROUP INC | 3,822,113 | $70.0M | 2.8% | — |
| Caption Management, LLC | 3,741,000 | $68.5M | 2.8% | NEW |
| ALLIANCEBERNSTEIN L.P. | 4,118,614 | $66.6M | 2.7% | ADD +55.7% |
| BANK OF AMERICA CORP /DE/ | 3,048,737 | $55.9M | 2.3% | — |
| FMR LLC | 2,883,417 | $52.8M | 2.1% | ADD +93.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | ADD | 9,300,084 | 12,184,555 | +31.0% | $223.2M |
| ALLIANCEBERNSTEIN L.P. | ADD | 2,644,920 | 4,118,614 | +55.7% | $66.6M |
| FMR LLC | ADD | 1,490,080 | 2,883,417 | +93.5% | $52.8M |
| JENNISON ASSOCIATES LLC | NEW | — | 2,788,412 | — | $51.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 1,773,757 | 2,389,864 | +34.7% | $43.8M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 1,087,301 | 2,042,034 | +87.8% | $37.4M |
| Nuveen, LLC | DOUBLED | 543,021 | 1,841,735 | +239.2% | $33.7M |
| FRED ALGER MANAGEMENT, LLC | DOUBLED | 236,824 | 1,308,455 | +452.5% | $24.0M |
| Point72 Asset Management, L.P. | ADD | 693,309 | 1,247,203 | +79.9% | $22.8M |
| FEDERATED HERMES, INC. | DOUBLED | 1,005 | 1,082,262 | +107587.8% | $19.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 17 transactions. Net -$1.6M — $0.00 bought, $1.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Fuchs Charles S. | President, R&D | AWARD | 1,300,000 | — | — |
| Jun 26, 2026 | Hambleton Julie | Director | AWARD | 29,888 | — | — |
| Jun 26, 2026 | LIU JEAN I | Director | AWARD | 29,888 | — | — |
| Jun 26, 2026 | Bristol James Arthur | Director | AWARD | 29,888 | — | — |
| Jun 26, 2026 | Casdin Alexander W. | Director | AWARD | 29,888 | — | — |
| Jun 26, 2026 | Multani Pratik S | Director | AWARD | 29,888 | — | — |
| Jun 26, 2026 | Start Valerie Denise Harding | Director | AWARD | 29,888 | — | — |
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | EXERCISE | 80,000 | $1.70 | $136.0K |
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | SELL | 80,000 | $16.40 | $1.3M |
| Mar 4, 2026 | Morris Shannon | Chief Medical Officer | SELL | 20,000 | $15.04 | $300.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ERAS.
Shares short
33,036,139
Settlement Sep 15, 2026
Change vs prior
+5.8%
Semi-monthly cycle
Days to cover
7.7
At avg daily volume
Of shares outstanding
≈9.4%
Estimate — not % of float
All ERAS filing & press-release reports (21)
- 8-K reportAug 24, 2026
- 144 reportAug 17, 2026
- INST-CLUSTER reportAug 13, 2026
- 3 reportAug 12, 2026
- PRESS-RELEASE reportAug 11, 2026
- PRESS-RELEASE reportJul 22, 2026
- 8-K reportJul 14, 2026
- 424B5 reportJul 14, 2026
- PRESS-RELEASE reportJul 14, 2026
- PRESS-RELEASE reportJul 13, 2026
- INST-CLUSTER reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportMay 11, 2026
- DEFA14A reportApr 28, 2026
- 8-K reportApr 27, 2026
- PRESS-RELEASE reportApr 27, 2026
- 8-K reportApr 27, 2026
- 8-K reportApr 21, 2026
- PRESS-RELEASE reportMar 12, 2026
- PRESS-RELEASE reportMar 5, 2026