Market Cap
$869.6M
SGP
SpyGlass Pharma, Inc.
$25.33 ▼ -4.40%
Prev close $26.50Market cap$869.6M
ConsensusStrong Buy
12-mo target$44.00 (+73.7%)
▲ Bullish
Analyst conviction 9/10
Insider Buying Cluster (15 insiders)11 New Institutional Positions Healthcare & Medical Devices
Snapshot
The big-picture read on SGP right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (90%)
Inst. Holders
40 funds
Inst. Value
$268.4M
Inst. Activity
11 buys / 1 sells
Insider Activity
$108.5M buy / $0.00 sell
Insider Net $
$108.5M
SEC Reports
1
Press Releases
2
Price chart 30d -10.4%
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 m_and_a
SpyGlass Pharma Acquires Advanced Vision Science, Inc. (AVS), Securing Scalable Commercial IOL Supply and Accelerating Lens Portfolio Expansion Capability
IRVINE, Calif., Oct. 01, 2026 (GLOBE NEWSWIRE) -- SpyGlass Pharma, Inc. (Nasdaq: SGP) (“SpyGlass Pha
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
711,712 shares ($15.8M)
Jun 30, 2026 Inst.
May 14, 2026 SEC Aberdeen Group plc — DOUBLED
493,076 shares ($11.0M)
SpyGlass Pharma reported Q1 2026 net loss of $13.8M ($-0.69/share), in line with the $-0.67 consensus estimate. The comp
8-K — Impact 4/10
SpyGlass Pharma reported its Q4 and full-year 2025 financial results alongside key clinical and corporate updates, inclu
Impact 8/10
SpyGlass Pharma announced positive 12-month results from its Phase 1/2 trial of the BIM-IOL System, showing sustained in
Impact 8/10
Feb 9, 2026 Insider
RA CAPITAL MANAGEMENT, L.P. bought 248,034 shares
Director @ $16.00 ($4.0M)
Feb 9, 2026 Insider
Vensana Capital I GP, LLC acquired 1,690,230 shares
10%+ Owner
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
90% rate it Buy or better · 10 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 14, 2026 | Raymond James | INITIATE | Outperform | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 4 | 1 | 0 | 0 | 90% | |
| Aug 1, 2026 | 5 | 3 | 1 | 0 | 0 | 89% | |
| Jul 1, 2026 | 5 | 3 | 1 | 0 | 0 | 89% | |
| Jun 1, 2026 | 5 | 3 | 1 | 0 | 0 | 89% | |
| May 1, 2026 | 5 | 3 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 5 | 3 | 1 | 0 | 0 | 89% |
Price targets
Where 6 covering analysts think SGP trades over the next 12 months.
$44.00 +73.7% upside Strong Buy
Current$25.34 Low$37.00 Median$42.00 High$62.00 6 analysts
$37.00$62.00
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.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 4.0/10.Plus 2 press releases.
NEUTRAL8-K4/10
SpyGlass Pharma reported Q1 2026 net loss of $13.8M ($-0.69/share), in line with the $-0.67 consensu
May 14, 2026
BULLISH8/10
SpyGlass Pharma reported its Q4 and full-year 2025 financial results alongside key clinical and corp
Mar 26, 2026
BULLISH8/10
SpyGlass Pharma announced positive 12-month results from its Phase 1/2 trial of the BIM-IOL System,
Mar 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
m_and_a
SpyGlass Pharma Acquires Advanced Vision Science, Inc. (AVS), Securing Scalable Commercial IOL Supply and Accelerating Lens Portfolio Expansion Capability
IRVINE, Calif., Oct. 01, 2026 (GLOBE NEWSWIRE) -- SpyGlass Pharma, Inc. (Nasdaq: SGP) (“SpyGlass Pharma” or “Company”) announced today the acquisition
Jul 17, 2026
ftd
FTD: SGP — 30,054 shares ($0.6M) failed to deliver
Settlement: 20260717, Price: $20.76, FTD Value: $623,921.04, SPYGLASS PHARMA INC COM
Jul 16, 2026
ftd
FTD: SGP — 25,897 shares ($0.5M) failed to deliver
Settlement: 20260716, Price: $20.60, FTD Value: $533,478.2, SPYGLASS PHARMA INC COM
Jun 30, 2026
short_interest_report
Short Interest: SGP up 30% to 1.3M shares
Settlement 2026-06-30 | Days to cover: 5.50 | ≈3.92% of shares outstanding (est.)
Jun 15, 2026
other
SpyGlass Pharma Appoints Shannon Treviño as General Counsel
ALISO VIEJO, Calif., June 15, 2026 (GLOBE NEWSWIRE) -- SpyGlass Pharma, Inc. (Nasdaq: SGP) (SpyGlass Pharma or Company), a late-stage biopharmace
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 | $-0.62 | $-0.71–$-0.52 | — | -6.6% | 0↑ 1↓ | $0.0B | 4 |
| Next Q | $-0.66 | $-0.77–$-0.55 | — | -7.4% | 1↑ 0↓ | $0.0B | 4 |
| Current FY | $-2.48 | $-2.57–$-2.31 | -26.6% | -7.2% | 0↑ 1↓ | $0.0B | 4 |
| Next FY | $-2.72 | $-3.10–$-1.95 | -9.5% | -0.7% | 0↑ 1↓ | $0.0B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.621 | — |
| 7d ago | $-0.543 | -0.078 |
| 30d ago | $-0.583 | -0.038 |
| 60d ago | $-0.583 | -0.038 |
| 90d ago | $-0.583 | -0.038 |
Institutional ownership
Which big funds own SGP (from quarterly 13F filings) and who is adding or trimming.
40 institutional holders with $268.4M total value (12,749,279 shares) as of 2026-Q2. Top holders: RA, BlackRock,, JPMORGAN. Net buying activity: 11 institutions added/increased vs 1 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | 8,021,117 | $178.6M | 66.5% | NEW |
| BlackRock, Inc. | 711,712 | $15.8M | 5.9% | DOUBLED +391.7% |
| JPMORGAN CHASE & CO | 629,739 | $13.6M | 5.1% | NEW |
| MILLENNIUM MANAGEMENT LLC | 507,257 | $11.3M | 4.2% | NEW |
| Aberdeen Group plc | 493,076 | $11.0M | 4.1% | DOUBLED +123.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 434,423 | $9.7M | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 277,325 | $6.2M | 2.3% | DOUBLED +119.2% |
| FRANKLIN RESOURCES INC | 233,412 | $5.2M | 1.9% | — |
| STATE STREET CORP | 117,561 | $2.6M | 1.0% | DOUBLED +581.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 85,681 | $1.9M | 0.7% | ADD +43.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 144,739 | 711,712 | +391.7% | $15.8M |
| Aberdeen Group plc | DOUBLED | 220,454 | 493,076 | +123.7% | $11.0M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 126,540 | 277,325 | +119.2% | $6.2M |
| STATE STREET CORP | DOUBLED | 17,250 | 117,561 | +581.5% | $2.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 59,610 | 85,681 | +43.7% | $1.9M |
| NORTHERN TRUST CORP | DOUBLED | 20,862 | 82,451 | +295.2% | $1.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | 3,680 | 75,812 | +1960.1% | $1.7M |
| BANK OF AMERICA CORP /DE/ | TRIM | 28,020 | 11,213 | -60.0% | $249.6K |
| MORGAN STANLEY | DOUBLED | 4,179 | 8,921 | +113.5% | $198.6K |
| UBS Group AG | DOUBLED | 455 | 7,945 | +1646.2% | $176.9K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net $108.5M — $108.5M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 9, 2026 | RA CAPITAL MANAGEMENT, L.P. | Director | BUY | 248,034 | $16.00 | $4.0M |
| Feb 9, 2026 | Vensana Capital I GP, LLC | 10%+ Owner | CONVERT | 1,690,230 | — | — |
| Feb 9, 2026 | Nielsen Kirk G. | Director | CONVERT | 2,059,573 | — | — |
| Feb 9, 2026 | Nielsen Kirk G. | Director | CONVERT | 3,142,015 | — | — |
| Feb 9, 2026 | Nielsen Kirk G. | Director | CONVERT | 3,142,015 | — | — |
| Feb 9, 2026 | Nielsen Kirk G. | Director | CONVERT | 9,689,922 | — | — |
| Feb 9, 2026 | Nielsen Kirk G. | Director | BUY | 165,000 | $16.00 | $2.6M |
| Feb 9, 2026 | Nielsen Kirk G. | Director | CONVERT | 1,690,230 | — | — |
| Feb 9, 2026 | New Enterprise Associates 17, L.P. | 10%+ Owner | CONVERT | 1,619,240 | — | — |
| Feb 9, 2026 | New Enterprise Associates 17, L.P. | 10%+ Owner | BUY | 937,500 | $16.00 | $15.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SGP.
Shares short
1,229,711
Settlement Sep 15, 2026
Change vs prior
+12.1%
Semi-monthly cycle
Days to cover
11.6
At avg daily volume
Of shares outstanding
≈3.7%
Estimate — not % of float
All SGP filing & press-release reports (3)
- 8-K reportMay 14, 2026
- PRESS-RELEASE reportMar 26, 2026
- PRESS-RELEASE reportMar 9, 2026