LENZ
LENZ Therapeutics, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 28 Three major passive institutional investors — Morgan Stanley, Wells…
- R Mar 24 LENZ Therapeutics reported its first commercial revenue from VIZZ, g…
- B Mar 27 3 insiders buy $365.6K at $8.88
- A May 12 Piper Sandler downgrades
- E Jun 7 M&A: LENZ Therapeutics Announces Everest Medicines Acquired Rig…
- R Jun 7 LENZ Therapeutics announced that Everest Medicines has acquired the…
- R Jun 11 A clear bullish institutional cluster emerged in LENZ during Q3 2025…
Signal stack
Where each data set points today.
- InsidersBULLISH
3 insiders bought $365.6K at an average $8.88. No open-market sales. Price is 65% below their cost.
- InstitutionsBULLISH
Q2 2026: 24 added (0 new), 15 trimmed or exited.
- AnalystsBULLISH
10 of 13 rate it Buy or better. Every target is above the price.
- EstimatesFLAT
Current-quarter EPS estimate −$0.942 → −$0.950 over 90 days. 4 up, 3 down in 30 days.
- Short sellersSTEADY
Short interest −0.7% to 10.56M shares. 13.8 days to cover, ≈33.6% of shares.
- TrendDOWNTREND
25% below its 50-day average. New closing low $3.14 on Oct 26.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Aberdeen Group plc | ADD | $8.8M |
| MILLENNIUM MANAGEMENT LLC | ADD | $8.6M |
| Trexquant Investment LP | DOUBLED | $2.8M |
| MARSHALL WACE, LLP | DOUBLED | $2.8M |
| MORGAN STANLEY | TRIM | $2.7M |
| BANK OF AMERICA CORP /DE/ | TRIM | $1.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | $1.1M |
| Quantinno Capital Management LP | DOUBLED | $782.2K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analystsPrice is below the lowest target. Median implies +218%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 21, 2026 | TD Cowen MAINTAIN | Buy |
| Oct 19, 2026 | Piper Sandler MAINTAIN | Neutral |
| Aug 12, 2026 | Piper Sandler MAINTAIN | Neutral |
| Jul 7, 2026 | HC Wainwright & Co. REITERATE | Buy |
| May 13, 2026 | Citigroup MAINTAIN | Buy |
| May 12, 2026 | HC Wainwright & Co. MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 15, 2026 | Guerard Frederic Director | AWARD | 22,100 sh |
| Jun 15, 2026 | MCCOLLUM JAMES W Director | AWARD | 22,100 sh |
| Jun 15, 2026 | Scheiner Zachary Director | AWARD | 22,100 sh |
| Jun 15, 2026 | Thunen Shelley B Director | AWARD | 22,100 sh |
| Jun 15, 2026 | Drapkin Kimberlee C Director | AWARD | 22,100 sh |
| Jun 15, 2026 | George Jeffrey P. Director | AWARD | 22,100 sh |
| Jun 15, 2026 | RA CAPITAL MANAGEMENT, L.P. Director | AWARD | 22,100 sh |
| Mar 27, 2026 | Schimmelpennink Evert B. President, CEO and Secretary | BUY | $251.4K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.95 | -$1.02–-$0.85 | +2.7% | $4.2M |
| Next Q | -$0.88 | -$1.24–-$0.64 | +5.0% | $4.6M |
| Current FY | -$4.18 | -$4.55–-$3.83 | +1.6% | $16.0M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
8 filings · 2 press releases · 2 bullish · 0 bearish · 2 mixed · 4 neutral- NEUTRAL PRESS-RELEASEOct 22, 2026
LENZ Therapeutics, Inc. announced it will report its Q3 2026 results on October 29, 2026.
- NEUTRAL SC 13G/AOct 21, 2026
Millennium Management LLC disclosed a 3.7% passive stake in LENZ Therapeutics as of September 30…
Millennium's entry as a 3.7% holder adds a large, sophisticated multi-strategy fund to the shareholder base. Monitor for any subsequent 13D conversion or additional buying that could signal a more…
- MIXED PRESS-RELEASEAug 11, 2026
LENZ Therapeutics reported Q2 2026 revenue of $5.5M (beating $2.4M consensus) and EPS of -$1.02…
The revenue beat is partially driven by non-recurring license milestones ($2.5M Théa, $1.25M Everest), not core product sales growth. Monitor the telehealth channel's impact on prescription volumes…
- NEUTRAL 8-KJul 2, 2026
Director Zach Scheiner resigned from the LENZ Therapeutics board effective June 30, 2026, with no…
This is a routine director resignation with no financial or strategic implications. No trading action warranted.
All LENZ filing & press-release reports (10)
- PRESS-RELEASE reportOct 22, 2026
- SC 13G/A reportOct 21, 2026
- PRESS-RELEASE reportAug 11, 2026
- 8-K reportJul 2, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportJun 7, 2026
- 8-K reportMay 11, 2026
- PRESS-RELEASE reportMay 4, 2026
- PRESS-RELEASE reportMar 24, 2026
- INST-CLUSTER reportFeb 28, 2026