Market Cap
$2.0B
PVLA
PALVELLA THERAPEUTICS, INC.
$132.47 ▼ -0.20%
Prev close $132.73Market cap$2.0B
ConsensusStrong Buy
12-mo target$230.53 (+74.0%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (2 insiders)40 New Institutional Positions10 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on PVLA right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (95%)
Inst. Holders
50 funds
Inst. Value
$1.2B
Inst. Activity
40 buys / 10 sells
Insider Activity
$0.00 buy / $7.7M sell
Insider Net $
-$7.7M
Social Sentiment
50° Neutral
SEC Reports
15
Press Releases
9
Price chart 30d -14.8%
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 28, 2026 other
U.S. Food and Drug Administration Awards Additional Funding for QTORIN™ Rapamycin for the Treatment of Microcystic Lymphatic Malformations
NDA submission completed following positive Phase 3 SELVA results; potential U.S. commercial launch
Sep 16, 2026 Insider
Goin Kathleen sold 1,659 shares
Chief Operating Officer @ $151.16 ($250.8K)
Sep 16, 2026 Insider
Goin Kathleen acquired via exercise 2,148 shares
Chief Operating Officer @ $9.08 ($19.5K)
Sep 16, 2026 Insider
Sep 2, 2026 SEC Goin Kathleen sold 1,654 shares
Chief Operating Officer @ $153.24 ($253.5K)
Director Christopher Kiritsy filed a Form 144 notice of intent to sell 375 shares of Palvella Therapeutics, valued at ap
144 — Impact 2/10
13 institutional buyers accumulated $83.1M in PVLA during Q2 2026, led by Jennison Associates adding $66.9M (50% increas
INST-CLUSTER — Impact 6/10
Palvella Therapeutics reported Q2 2026 results with a net loss of $1.52 per share, missing the consensus estimate of $-1
8-K — Impact 5/10
Palvella Therapeutics announced that its Chief Scientific Officer, Dr. Jeffrey Martini, has been selected to provide pub
Impact 2/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
95% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Chardan Capital | MAINTAIN | Buy | 49% |
| May 21, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| May 21, 2026 | Chardan Capital | MAINTAIN | Buy | 49% |
| May 12, 2026 | Stephens & Co. | INITIATE | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 15 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 6 | 15 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 6 | 15 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 7 | 15 | 1 | 0 | 0 | 96% | |
| May 1, 2026 | 6 | 15 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 6 | 15 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 6 | 15 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 6 | 15 | 1 | 0 | 0 | 95% |
Price targets
Where 15 covering analysts think PVLA trades over the next 12 months.
$230.53 +74.0% upside Strong Buy
Current$132.47 Low$205.00 Median$232.00 High$270.00 15 analysts
$205.00$270.00
Analyst rating Strong Buy· 1.0/5 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.
15 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 11 neutral · avg impact 3.7/10.Plus 9 press releases.
NEUTRAL1442/10
Director Christopher Kiritsy filed a Form 144 notice of intent to sell 375 shares of Palvella Therap
Sep 2, 2026
BULLISHINST-CLUSTER6/10
13 institutional buyers accumulated $83.1M in PVLA during Q2 2026, led by Jennison Associates adding
Aug 9, 2026
NEUTRAL8-K5/10
Palvella Therapeutics reported Q2 2026 results with a net loss of $1.52 per share, missing the conse
Aug 4, 2026
NEUTRALPRESS-RELEASE2/10
Palvella Therapeutics announced the date for its Q2 2026 earnings release and conference call. No fi
Jul 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
other
U.S. Food and Drug Administration Awards Additional Funding for QTORIN™ Rapamycin for the Treatment of Microcystic Lymphatic Malformations
NDA submission completed following positive Phase 3 SELVA results; potential U.S. commercial launch in the first half of 2027, if approved
Sep 9, 2026
other
Palvella Therapeutics Appoints James R. Treat, M.D., Nationally Recognized Pediatric Dermatologist as Chief Medical Officer
Brings expertise in cutaneous vascular anomalies, including microcystic lymphatic malformations, venous malformations and angiokeratomas
Aug 31, 2026
fda
Palvella Therapeutics Completes Rolling Submission of New Drug Application to FDA for QTORIN™ Rapamycin for the Treatment of Microcystic Lymphatic Malformations
QTORIN™ rapamycin has the potential to become the first FDA-approved therapy and establish a new standard of care for an estimated more than 30,000 pe
Aug 13, 2026
ftd
FTD: PVLA — 4,944 shares ($0.8M) failed to deliver
Settlement: 20260813, Price: $155.07, FTD Value: $766,666.08, PALVELLA THERAPEUTICS INC NEW
Aug 5, 2026
other
Palvella Therapeutics to Participate in the Canaccord Genuity 46th Annual Growth Conference
WAYNE, Pa., Aug. 05, 2026 (GLOBE NEWSWIRE) -- Palvella Therapeutics, Inc. (Palvella or the “Company”) (Nasdaq: PVLA), a clinical-stage biopharmaceutic
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 | $-1.74 | $-2.31–$-1.05 | -69.2% | -0.4% | 1↑ 6↓ | $0.0B | 12 |
| Next Q | $-2.07 | $-2.73–$-1.21 | -91.7% | +0.7% | 1↑ 6↓ | $0.0B | 12 |
| Current FY | $-6.42 | $-7.84–$-3.95 | -73.1% | -0.8% | 1↑ 7↓ | $0.0B | 12 |
| Next FY | $-7.50 | $-12.91–$-1.54 | -16.8% | +0.0% | 1↑ 7↓ | $0.0B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.742 | — |
| 7d ago | $-1.735 | -0.007 |
| 30d ago | $-1.735 | -0.007 |
| 60d ago | $-1.465 | -0.277 |
| 90d ago | $-1.465 | -0.277 |
Institutional ownership
Which big funds own PVLA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.2B total value (7,613,768 shares) as of 2026-Q2. Top holders: JENNISON, BlackRock,, STATE. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | 960,619 | $146.8M | 12.7% | ADD +50.0% |
| BlackRock, Inc. | 918,357 | $140.3M | 12.1% | ADD +33.7% |
| STATE STREET CORP | 653,172 | $99.8M | 8.6% | ADD +42.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 513,794 | $78.5M | 6.8% | — |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 478,833 | $73.2M | 6.3% | ADD +28.0% |
| FEDERATED HERMES, INC. | 433,015 | $66.2M | 5.7% | — |
| Woodline Partners LP | 317,517 | $48.5M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 276,164 | $42.2M | 3.7% | ADD +34.3% |
| PRIMECAP MANAGEMENT CO/CA/ | 256,182 | $39.1M | 3.4% | ADD +31.4% |
| FMR LLC | 214,841 | $32.8M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | ADD | 640,611 | 960,619 | +50.0% | $146.8M |
| BlackRock, Inc. | ADD | 686,853 | 918,357 | +33.7% | $140.3M |
| STATE STREET CORP | ADD | 458,999 | 653,172 | +42.3% | $99.8M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | ADD | 374,035 | 478,833 | +28.0% | $73.2M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 205,609 | 276,164 | +34.3% | $42.2M |
| PRIMECAP MANAGEMENT CO/CA/ | ADD | 195,030 | 256,182 | +31.4% | $39.1M |
| MORGAN STANLEY | ADD | 127,987 | 181,428 | +41.8% | $27.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 90,858 | 128,962 | +41.9% | $19.7M |
| Aberdeen Group plc | ADD | 81,081 | 120,238 | +48.3% | $18.4M |
| NORTHERN TRUST CORP | ADD | 64,371 | 97,193 | +51.0% | $14.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$7.7M — $0.00 bought, $7.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Goin Kathleen | Chief Operating Officer | SELL | 1,659 | $151.16 | $250.8K |
| Sep 16, 2026 | Goin Kathleen | Chief Operating Officer | EXERCISE | 2,148 | $9.08 | $19.5K |
| Sep 16, 2026 | Goin Kathleen | Chief Operating Officer | SELL | 1,654 | $153.24 | $253.5K |
| Sep 16, 2026 | Goin Kathleen | Chief Operating Officer | SELL | 989 | $152.36 | $150.7K |
| Sep 16, 2026 | Goin Kathleen | Chief Operating Officer | EXERCISE | 2,154 | $7.14 | $15.4K |
| Sep 15, 2026 | JENKINS GEORGE M | Director | SELL | 560 | $151.33 | $84.7K |
| Sep 15, 2026 | JENKINS GEORGE M | Director | SELL | 954 | $149.38 | $142.5K |
| Sep 15, 2026 | JENKINS GEORGE M | Director | SELL | 263 | $150.40 | $39.6K |
| Sep 14, 2026 | JENKINS GEORGE M | Director | SELL | 5,632 | $151.46 | $853.0K |
| Sep 14, 2026 | JENKINS GEORGE M | Director | SELL | 6,160 | $152.12 | $937.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PVLA.
Shares short
2,325,699
Settlement Sep 15, 2026
Change vs prior
+1.5%
Semi-monthly cycle
Days to cover
12.8
At avg daily volume
Of shares outstanding
≈16.1%
Estimate — not % of float
All PVLA filing & press-release reports (24)
- 144 reportSep 2, 2026
- INST-CLUSTER reportAug 9, 2026
- 8-K reportAug 4, 2026
- PRESS-RELEASE reportJul 30, 2026
- PRESS-RELEASE reportJul 28, 2026
- 8-K reportJun 30, 2026
- PRESS-RELEASE reportJun 22, 2026
- 8-K reportJun 16, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportMay 15, 2026
- 8-K reportMay 15, 2026
- 8-K reportMay 13, 2026
- 8-K reportMay 7, 2026
- PRESS-RELEASE reportApr 30, 2026
- 8-K reportApr 21, 2026
- 8-K reportApr 13, 2026
- PRESS-RELEASE reportMar 31, 2026
- PRESS-RELEASE reportMar 27, 2026
- PRESS-RELEASE reportMar 24, 2026
- PRESS-RELEASE reportMar 23, 2026
- PRESS-RELEASE reportMar 10, 2026
- CLUSTER reportMar 2, 2026
- PRESS-RELEASE reportMar 2, 2026
- 8-K reportFeb 24, 2026