GLUE

Monte Rosa Therapeutics, Inc.

Nasdaq· Biological Products, (No Diagnostic Substances)· Inc. DE· CIK 0001826457 Biotech & Drug Discovery

$10.48 −0.36 (−3.32%)

Oct 26 4:00 PM ET · prev $10.84

Market cap

$947.8M

Small cap

Consensus

Buy

93% Buy or better · 15 analysts

Median target

$27.00

+158% · range $19.00–37.00

Next earnings

Nov 5

in 9 days

1 year

−14.9%

from $12.32 · Oct 27

30 days

−10.5%

from $11.71

52-week range

$9.74–25.31

−59% from high · low Oct 16

Avg volume 20D

1.55M

shares / day

Short interest

🔒 Subscribers only

Insider net

−$3.6M

0 buyers · 8 sellers · since Feb 23

New fund stakes

Q2 2026 13F · 1 exit

Filing reports

analyzed by SecBot

SecBot read BULLISH 3 reports · 90 days

Balance 0 bearish · 1 bullish · 2 neutral oldest → newest, height = score

Avg score

·High conf. 2/3 ·Next Earnings date, Nov 5, 2026

Strongest BULLISH Monte Rosa Therapeutics reported positive Phase 1 data for MRT-8102, a NEK7-directed molecular glue…

All reports →

Price

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

S Feb 23 to Mar 4 4 days of insider sells: $744.5K by 3 insiders, avg $18.39
R Mar 17 Monte Rosa Therapeutics reported Q4 and full-year 2025 financial res…
S Apr 9 to Apr 14 2 days of insider sells: $244.5K by 2 insiders, avg $17.66
S May 21 to Jun 1 5 days of insider sells: $490.4K by 4 insiders, avg $19.00
S Jun 17 to Jul 6 6 days of insider sells: $1.7M by 4 insiders, avg $21.67
S Jul 15 to Jul 16 2 days of insider sells: $321.9K by 2 insiders, avg $23.24
E Sep 30 FDA: Monte Rosa Therapeutics to Present Results of MRT-8102 GFO…
A Oct 1 HC Wainwright & Co. initiates

Signal stack

Where each data set points today.

InsidersBEARISH

8 insiders sold $3.6M.
InstitutionsBULLISH

Q2 2026: 35 added (1 new), 16 trimmed or exited. Largest new: First Trust Advisors $15.7M.
AnalystsBULLISH

14 of 15 rate it Buy or better. Every target is above the price.
TrendDOWNTREND

16% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exit

$15.7M

in new stakes

Fund	Move	Shares	Value
PRICE T ROWE ASSOCIATES INC /MD/	ADD	8,861,171	$214.4M
AMERICAN CENTURY COMPANIES INC	TRIM	1,622,846	$39.3M
Woodline Partners LP	DOUBLED	962,884	$23.3M
VANGUARD PORTFOLIO MANAGEMENT LLC	ADD	791,932	$19.2M
FIRST TRUST ADVISORS LP	NEW	647,796	$15.7M
ADAGE CAPITAL PARTNERS GP, L.L.C.	ADD	450,000	$10.9M
AMERIPRISE FINANCIAL INC	DOUBLED	383,335	$9.3M
Alphabet Inc.	TRIM	372,474	$9.0M

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

The Street

15 analysts

Buy 93% rate it Buy or better

Strong Buy5Buy9Hold1Sell0Strong Sell0

12-month targets · 8 analysts

$10.48 $19.00 $27.00 $37.00

Price is below the lowest target. Median implies +158%.Targets as of Oct 27, 2026.

Recent actions

Date	Firm	Action	Rating
Oct 5, 2026	HC Wainwright & Co. REITERATE	REITERATE	Buy
Oct 1, 2026	HC Wainwright & Co. INITIATE	INITIATE	Buy
Sep 9, 2026	Wedbush REITERATE	REITERATE	Outperform
Aug 25, 2026	Guggenheim REITERATE	REITERATE	Buy
Aug 7, 2026	JP Morgan MAINTAIN	MAINTAIN	Overweight
Aug 7, 2026	Guggenheim MAINTAIN	MAINTAIN	Buy

Insider ledger

Form 4

bought · 0 insiders

$3.6M

sold · 8 insiders

Date	Insider	Type	Value
Oct 5, 2026	Bowen Matthew Principal Accounting Officer	SELL	$137.28
Jul 16, 2026	Warmuth Markus President & CEO	SELL	$220.2K
Jul 15, 2026	Champoux Jennifer Chief Operating Officer	EXERCISE	$17.3K
Jul 15, 2026	Champoux Jennifer Chief Operating Officer	SELL	$101.7K
Jul 6, 2026	Townson Sharon Chief Scientific Officer	SELL	$130.2K
Jul 6, 2026	Townson Sharon Chief Scientific Officer	EXERCISE	$36.8K
Jul 6, 2026	Townson Sharon Chief Scientific Officer	SELL	$9.7K
Jul 1, 2026	Behbahani Ali Director	OTHER	1,000,000 sh

Earnings setup

Estimates

Nov 5

reports in 9 days

Revision history: 🔒 Fresh data, subscribers only

Period	EPS est.	Range	30D rev.	Revenue
Current Q	🔒 Fresh data, subscribers only
Next Q	-$0.36	-$0.59–$0.38	+1.4%	$21.7M
Current FY	-$1.42	-$2.02–-$0.41	+1.9%	$68.3M
Next FY	-$1.85	-$3.15–$0.24	+1.5%	$64.6M