ALEC

Alector, Inc.

Nasdaq· Biological Products, (No Diagnostic Substances)· CIK 0001653087 Biotech & Drug Discovery

$1.80 −0.03 (−1.37%)

Oct 26 4:00 PM ET · prev $1.83

Market cap

$271.3M

Micro cap

Consensus

Buy

62% Buy or better · 13 analysts

Median target

$3.00

+66% · range $1.00–8.00

Next earnings

Nov 10

in 15 days · EPS est. −$0.22

1 year

+20.3%

from $1.50 · Oct 27

30 days

−6.0%

from $1.92

52-week range

$1.14–2.72

−34% from high · low Dec 2

Avg volume 20D

7.08M

Oct 5 spike 89.98M

Short interest

6.15M

≈5.5% of shares · +0.7%

Days to cover

5.7

at average volume

Insider net

−$296.1K

0 buyers · 3 sellers · since Jun 17

New fund stakes

Q2 2026 13F · 0 exits

SecBot read MIXED 9 reports · 90 days

Balance 2 bearish · 3 bullish · 1 mixed · 3 neutral oldest → newest, height = score

Avg score

·High conf. 8/9 ·Next Earnings date, Nov 10, 2026

Strongest BEARISH Alector priced a dilutive underwritten offering of 36.6M shares at $2.05/share, raising ~$75M in gross…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

R Mar 12 Alector, Inc. has filed a shelf registration (S-3) to offer up to $4…
R May 7 Alector entered into an at-the-market (ATM) equity offering agreemen…
S Sep 2 to Sep 4 3 days of insider sells: $296.1K by 3 insiders, avg $2.66
R Oct 5 Alector entered an exclusive global license agreement with Genentech…
R Oct 5 Alector granted Genentech exclusive global rights to develop and com…
R Oct 16 Alector is offering 36,600,000 shares of common stock at $2.05 per s…
R Oct 16 Alector priced a dilutive underwritten offering of 36.6M shares at $…

Signal stack

Where each data set points today.

InsidersBEARISH

3 insiders sold $296.1K.
InstitutionsBULLISH

Q2 2026: 19 added (0 new), 12 trimmed or exited.
AnalystsBULLISH

8 of 13 rate it Buy or better. Median target $3.00 (+66%).
EstimatesRISING

Current-quarter EPS estimate −$0.227 → −$0.220 over 90 days. 1 up, 0 down in 30 days.
Short sellersSTEADY

Short interest +0.7% to 6.15M shares. 5.7 days to cover, ≈5.5% of shares.
TrendDOWNTREND

13% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exits

Fund	Move	Shares	Value
MACKENZIE FINANCIAL CORP	ADD	1,109,770	$2.2M
RENAISSANCE TECHNOLOGIES LLC	TRIM	935,166	$1.9M
PANAGORA ASSET MANAGEMENT INC	ADD	845,999	$1.7M
GOLDMAN SACHS GROUP INC	TRIM	433,875	$872.1K
CITADEL ADVISORS LLC	DOUBLED	391,232	$786.4K
UBS Group AG	ADD	273,780	$550.3K
BANK OF AMERICA CORP /DE/	TRIM	142,678	$286.8K
CANADA PENSION PLAN INVESTMENT BOARD	TRIM	131,300	$263.9K

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

13 analysts

Buy 62% rate it Buy or better

Strong Buy3Buy5Hold3Sell2Strong Sell0

12-month targets · 5 analysts

$1.80 $1.00 $3.00 $8.00

Price is inside the target range. Median implies +66%.Targets as of Oct 26, 2026.

Recent actions

Date	Firm	Action	Rating
Oct 15, 2026	HC Wainwright & Co. MAINTAIN	MAINTAIN	Buy
Oct 14, 2026	HC Wainwright & Co. MAINTAIN	MAINTAIN	Buy
Oct 6, 2026	Morgan Stanley MAINTAIN	MAINTAIN	Underweight

Insider ledger

Form 4

bought · 0 insiders

$296.1K

sold · 3 insiders

Date	Insider	Type	Value
Oct 14, 2026	Berkley Neil Lindsay CFO & Chief Business Officer	AWARD	44,567 sh
Oct 14, 2026	Berkley Neil Lindsay CFO & Chief Business Officer	AWARD	190,000 sh
Oct 14, 2026	Rosenthal Arnon Chief Executive Officer	AWARD	217,500 sh
Oct 14, 2026	Wong-Sarad Grace Principal Accounting Officer	AWARD	55,555 sh
Oct 14, 2026	Wong-Sarad Grace Principal Accounting Officer	AWARD	83,435 sh
Oct 14, 2026	Rosenthal Arnon Chief Executive Officer	AWARD	978,750 sh
Oct 13, 2026	Rosenthal Arnon Chief Executive Officer	TO ISSUER	275,000 sh
Oct 13, 2026	Rosenthal Arnon Chief Executive Officer	TO ISSUER	500,000 sh

Earnings setup

Estimates

Nov 10

reports in 15 days

−$0.22

EPS estimate, this quarter

+3%

estimate change, 90 days

1↑ 0↓

revisions, 30 days

Current-quarter EPS estimate

−$0.227

90d

−$0.214

60d

−$0.228

30d

−$0.210

−$0.220

Now

Period	EPS est.	Range	30D rev.	Revenue
Current Q	-$0.22	-$0.24–-$0.19	+3.6%	$2.4M
Next Q	🔒 Fresh data, subscribers only
Current FY	🔒 Fresh data, subscribers only
Next FY	-$0.73	-$0.99–-$0.43	+1.6%	$11.4M

Short side

FINRA· Sep 30, 2026

6,147,032

shares short

+0.7%

vs prior settlement

5.7

days to cover

≈5.5%

of shares outstanding

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 23, 2026 SEC

Deep Track Capital, a healthcare-focused hedge fund, disclosed a new 8.61% passive stake in Alector via a Schedule…

SC 13G — Impact 5/10

Oct 16, 2026 SEC

Alector is offering 36,600,000 shares of common stock at $2.05 per share, expecting net proceeds of approximately…

424B5 — Impact 6/10

Oct 16, 2026 SEC

Alector priced a dilutive underwritten offering of 36.6M shares at $2.05/share, raising ~$75M in gross proceeds. The…

8-K — Impact 7/10

Oct 14, 2026 Insider

Berkley Neil Lindsay was granted 44,567 shares

CFO & Chief Business Officer

Oct 14, 2026 Insider

Berkley Neil Lindsay was granted 190,000 shares

CFO & Chief Business Officer

Oct 14, 2026 Insider

Rosenthal Arnon was granted 217,500 shares

Chief Executive Officer

Oct 5, 2026 Press

Alector granted Genentech exclusive global rights to develop and commercialize AL050, a brain-penetrant GCase ERT for…

Impact 7/10

Oct 5, 2026 Contract

Alector Enters Global License Agreement with Genentech for Brain Penetrant GCase Enzyme Replacement Therapy for Parkinson’s Disease and Other Neurodegenerative Diseases

Alector grants Genentech exclusive rights to develop and commercialize AL050, an investigational GCa

Catalysts

Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.

Upcoming

Nov 10, 2026

Earnings date

ALEC Q3 2026 Earnings Scheduled — 2026-11-10

Recent

Oct 5, 2026

Contract

Alector Enters Global License Agreement with Genentech for Brain Penetrant GCase Enzyme Replacement Therapy for Parkinson’s Disease and Other Neurodegenerative Diseases

Alector grants Genentech exclusive rights to develop and commercialize AL050, an investigational GCase Enzyme Replacement Therapy (ERT) enabled by…