SecBot SecBot

AVLN

Avalyn Pharma Inc.
Nasdaq· CIK 0001540171
$26.04 −1.21 (−4.44%)
Oct 23 4:00 PM ET · prev $27.25
Market cap
$1.2B
Small cap
Consensus
Buy
90% Buy or better · 10 analysts
Median target
$60.00
+130% · range $52.00–80.00
Since first trade
−11.7%
from $29.49 · Apr 30
30 days
−8.1%
from $28.32
Range since listing
$23.33–39.25
−34% from high · low Oct 19
Avg volume 20D
322.6K
Oct 8 spike 883.8K
Short interest
🔒 Subscribers only
Insider net
+$25.0M
3 buyers · 0 sellers · 12 mo
New fund stakes
10
Q2 2026 13F · 0 exits
Filing reports
13
analyzed by SecBot
SecBot read BULLISH 4 reports · 90 days
Balance 0 bearish · 1 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 2/4
Strongest BULLISH Avalyn Pharma published detailed Phase 1 data for AP02 (nebulized nintedanib) in Respiratory Research…
All reports →

Price

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

Signal stack

Where each data set points today.

  • InsidersBULLISH

    3 insiders bought $25.0M. No open-market sales.

  • InstitutionsBULLISH

    Q2 2026: 10 added (10 new), 0 trimmed or exited. Largest new: Fmr $192.1M, Wellington Management Group $72.5M.

  • AnalystsBULLISH

    9 of 10 rate it Buy or better. Every target is above the price.

  • EstimatesFALLING

    Current-quarter EPS estimate −$0.585 → −$0.750 over 90 days.

  • TrendDOWNTREND

    17% below its 50-day average. New closing low $23.33 on Oct 19.

Who's buying

13F· Q2 2026
10
new positions
0
exits
$472.9M
in new stakes
FundMoveSharesValue
FMR LLCNEW5,835,259$192.1M
WELLINGTON MANAGEMENT GROUP LLPNEW2,201,986$72.5M
PRICE T ROWE ASSOCIATES INC /MD/NEW1,735,231$57.1M
BlackRock, Inc.NEW977,264$32.2M
CITADEL ADVISORS LLCNEW959,098$31.6M
JENNISON ASSOCIATES LLCNEW812,749$26.8M
VANGUARD CAPITAL MANAGEMENT LLCNEW739,770$24.4M
GEODE CAPITAL MANAGEMENT, LLCNEW434,650$14.3M

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

The Street

10 analysts
Buy 90% rate it Buy or better
Strong Buy4Buy5Hold1Sell0Strong Sell0
12-month targets · 5 analysts

Price is below the lowest target. Median implies +130%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 2, 2026Raymond James
INITIATE
INITIATEOutperform
Aug 13, 2026Morgan Stanley
MAINTAIN
MAINTAINOverweight
May 26, 2026Evercore ISI Group
INITIATE
INITIATEOutperform
May 26, 2026Guggenheim
INITIATE
INITIATEBuy
May 26, 2026Morgan Stanley
INITIATE
INITIATEOverweight

Insider ledger

Form 4
$25.0M
bought · 3 insiders
$0
sold · 0 insiders
DateInsiderTypeValue
Sep 15, 2026
Meyer Robert J.
Director
AWARD31,182 sh
May 1, 2026
Wellington Biomedical Innovation Master Investors (Cayman) II L.P.
10%+ Owner
CONVERT1,275,486 sh
May 1, 2026
Wellington Biomedical Innovation Master Investors (Cayman) II L.P.
10%+ Owner
CONVERT20,482,289 sh
May 1, 2026
Wellington Biomedical Innovation Master Investors (Cayman) II L.P.
10%+ Owner
CONVERT4,060,259 sh
May 1, 2026
SR ONE CAPITAL MANAGEMENT, LLC
10%+ Owner
CONVERT1,419,298 sh
May 1, 2026
SR ONE CAPITAL MANAGEMENT, LLC
10%+ Owner
BUY$5.0M
May 1, 2026
SR ONE CAPITAL MANAGEMENT, LLC
10%+ Owner
CONVERT27,309,719 sh
May 1, 2026
SR ONE CAPITAL MANAGEMENT, LLC
10%+ Owner
CONVERT9,418,561 sh

Earnings setup

Estimates
−$0.75
EPS estimate, this quarter
−28%
estimate change, 90 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q-$0.75-$0.79–-$0.71+5.1%$0.00
Next Q-$0.72-$0.72–-$0.72—$0.00
Current FY-$2.69-$2.69–-$2.69-38.7%$0.00
Next FY-$2.58-$2.58–-$2.58-35.8%$0.00

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Short interest report
Short Interest: AVLN up 20% to 2.5M shares
Settlement 2026-09-30 | Days to cover: 8.52 | ≈5.68% of shares outstanding (est.)
Sep 21, 2026 Press
Avalyn Pharma published detailed Phase 1 data for AP02 (nebulized nintedanib) in Respiratory Research, showing…
Impact 5/10
Sep 15, 2026 Insider
Meyer Robert J. was granted 31,182 shares
Director
Aug 16, 2026 SEC
Five major institutional investors initiated new positions in Avalyn Pharma during Q2 2026, accumulating $296.9M in…
INST-CLUSTER — Impact 4/10
Aug 12, 2026 SEC
Avalyn Pharma reported Q2 2026 results with no revenue and a net loss of $28.9M, widening from $20.2M a year ago due…
8-K — Impact 4/10
Aug 12, 2026 SEC
Avalyn Pharma reported a Q2 2026 net loss of $28.9M ($-0.56 EPS, in line with consensus) on zero revenue, with R&D…
PRESS-RELEASE — Impact 5/10
Jun 30, 2026 Inst.
FMR LLC — NEW
5,835,259 shares ($192.1M)
Jun 30, 2026 Inst.
WELLINGTON MANAGEMENT GROUP LLP — NEW
2,201,986 shares ($72.5M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Sep 30, 2026
Short interest
Short Interest: AVLN up 20% to 2.5M shares
Settlement 2026-09-30 | Days to cover: 8.52 | ≈5.68% of shares outstanding (est.)
Sep 21, 2026
FDA
Avalyn Publishes Phase 1 Data Highlighting AP02’s Lung-Targeted Delivery and Encouraging Safety Profile
Results validate Avalyn’s approach of delivering established antifibrotic medicines directly to the lungs to maximize local exposure while limiting…
Sep 16, 2026
Press release
Avalyn Appoints Robert J. Meyer, MD, to its Board of Directors
BOSTON, Sept. 16, 2026 (GLOBE NEWSWIRE) -- Avalyn Pharma Inc. (Nasdaq: AVLN) (“Avalyn” or the “Company”), a clinical-stage biopharmaceutical company…
Sep 8, 2026
Press release
Avalyn to Participate in the Morgan Stanley 24th Annual Global Healthcare Conference
BOSTON, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Avalyn Pharma Inc. (Nasdaq: AVLN), a clinical-stage biopharmaceutical company pioneering inhaled…
Aug 12, 2026
Earnings
Avalyn Reports Second Quarter 2026 Financial Results and Recent Business Highlights
Completed enrollment of MIST global Phase 2b trial of AP01 with 398 patients; topline data expected in the second half of 2027

SecBot reports

13 filings · 4 press releases · 2 bullish · 0 bearish · 11 neutral
All AVLN filing & press-release reports (17)