Market Cap
$13.5B
SMMT
Summit Therapeutics Inc.
$16.75 ▲ +0.39%
Prev close $16.69Market cap$13.5B
ConsensusBuy
12-mo target$29.77 (+77.7%)
▲ Bullish
Analyst conviction 7/10
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)35 New Institutional Positions13 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on SMMT right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (67%)
Inst. Holders
50 funds
Inst. Value
$1.8B
Inst. Activity
35 buys / 13 sells
Insider Activity
$103.6M buy / $0.00 sell
Insider Net $
$103.6M
Social Sentiment
50° Neutral
SEC Reports
16
Price chart 30d -2.2%
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.
Nov 14, 2026 fda_pdufa
Sep 15, 2026 SEC PDUFA: SMMT — ivonescimab in EGFR-mutated locally advanced or metastatic non-squamous non-small cell lung cancer (NSCLC) post-TKI therapy — 2026-11-14
FDA target action date 2026-11-14 for SMMT (Summit Therapeutics Inc.). Drug: ivonescimab. Indication
Summit Therapeutics presented updated overall survival (OS) data from the global Phase III HARMONi trial (ivonescimab +
8-K — Impact 7/10
Summit Therapeutics announced via 8-K that its partner Akeso presented updated overall survival (OS) data from the Phase
8-K — Impact 7/10
Partner Akeso announced statistically significant overall survival (OS) benefit for ivonescimab monotherapy vs pembroliz
8-K — Impact 6/10
Jun 30, 2026 Inst.
STATE STREET CORP — ADD
9,536,796 shares ($139.0M)
Jun 30, 2026 Inst.
UBS Group AG — ADD
5,233,798 shares ($76.3M)
Jun 12, 2026 Insider
DUGGAN ROBERT W bought 3,810,000 shares
Co-Chief Executive Officer @ $13.12 ($50.0M)
Jun 12, 2026 Insider
Zanganeh Mahkam bought 3,810,000 shares
Co-Chief Executive Officer @ $13.12 ($50.0M)
Analyst ratings buy % -14.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
67% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 29, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 23, 2026 | HC Wainwright & Co. | REITERATE | Neutral | 43% |
| Sep 9, 2026 | Jefferies | UPGRADE | Buy | 53% |
| Aug 26, 2026 | HC Wainwright & Co. | REITERATE | Neutral | 43% |
| Aug 25, 2026 | Bernstein | UPGRADE | Market Perform | 51% |
| Aug 18, 2026 | HC Wainwright & Co. | REITERATE | Neutral | 43% |
| Aug 12, 2026 | Leerink Partners | UPGRADE | Market Perform | 49% |
| Jul 24, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 24, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 8 | 0 | 0 | 67% | |
| Aug 1, 2026 | 5 | 11 | 6 | 1 | 1 | 67% | |
| Jul 1, 2026 | 5 | 11 | 6 | 1 | 1 | 67% | |
| Jun 1, 2026 | 5 | 11 | 6 | 1 | 1 | 67% | |
| May 1, 2026 | 5 | 13 | 5 | 1 | 0 | 75% | |
| Apr 1, 2026 | 4 | 13 | 5 | 1 | 0 | 74% | |
| Mar 1, 2026 | 5 | 13 | 4 | 1 | 0 | 78% | |
| Feb 1, 2026 | 5 | 13 | 4 | 1 | 0 | 78% |
Price targets
Where 13 covering analysts think SMMT trades over the next 12 months.
$29.77 +77.7% upside Strong Buy
Current$16.76 Low$11.56 Median$32.75 High$43.11 13 analysts
$11.56$43.11
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
BioNTech ($BNTX) is arguably the most undervalued stock in the biotech sector today and i dont understand why
▲ 1 · 💬 6· ⚡ 0.5
Very confused by $SMMT
▲ 1 · 💬 0· ⚡ 0.2
04 MAY 2026 , WHAT ARE THE BIGGEST LOSERS TODAY AND WHY ?
▲ 1 · 💬 1· ⚡ 0.5
The Trade Desk (TTD) CEO's $148M purchase is the 8th largest ever
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 10 bullish, 1 bearish, 1 mixed, 4 neutral · avg impact 5.5/10.
BULLISH8-K7/10
Summit Therapeutics presented updated overall survival (OS) data from the global Phase III HARMONi t
Sep 15, 2026
BULLISH8-K7/10
Summit Therapeutics announced via 8-K that its partner Akeso presented updated overall survival (OS)
Sep 14, 2026
BULLISH8-K6/10
Partner Akeso announced statistically significant overall survival (OS) benefit for ivonescimab mono
Sep 3, 2026
BULLISH8-K7/10
Partner Akeso announced positive topline results from the Phase III HARMONi-GI1 study evaluating ivo
Aug 26, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Nov 14, 2026
fda_pdufa
PDUFA: SMMT — ivonescimab in EGFR-mutated locally advanced or metastatic non-squamous non-small cell lung cancer (NSCLC) post-TKI therapy — 2026-11-14
FDA target action date 2026-11-14 for SMMT (Summit Therapeutics Inc.). Drug: ivonescimab. Indication: EGFR-mutated locally advanced or metastatic non-
Sep 29, 2026
short_volume
Short Volume: SMMT — 65.6% short (8.0M / 12.1M)
Short: 7,953,453 | Exempt: 36,637 | TRF Vol: 12,119,152 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SMMT — 59.0% short (0.9M / 1.5M)
Short: 871,882 | Exempt: 3,100 | TRF Vol: 1,477,652 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: SMMT — 60.7% short (1.3M / 2.1M)
Short: 1,298,159 | Exempt: 1,653 | TRF Vol: 2,138,756 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: SMMT — 56.9% short (0.9M / 1.5M)
Short: 862,029 | Exempt: 5,193 | TRF Vol: 1,514,285 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
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 | $-0.21 | $-0.32–$-0.11 | 7.4% | +0.3% | 4↑ 0↓ | $0.0B | 12 |
| Next Q | $-0.25 | $-0.51–$-0.04 | -15.2% | +2.1% | 4↑ 0↓ | $0.0B | 11 |
| Current FY | $-0.85 | $-1.22–$-0.50 | 20.6% | +1.1% | 4↑ 0↓ | $0.0B | 11 |
| Next FY | $-0.86 | $-1.17–$-0.44 | -1.8% | +2.6% | 3↑ 1↓ | $0.0B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.214 | — |
| 7d ago | $-0.215 | +0.001 |
| 30d ago | $-0.215 | +0.001 |
| 60d ago | $-0.218 | +0.003 |
| 90d ago | $-0.219 | +0.005 |
Institutional ownership
Which big funds own SMMT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.8B total value (122,325,766 shares) as of 2026-Q2. Top holders: NOMURA, BAKER, FMR. Net buying activity: 35 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| BAKER BROS. ADVISORS LP | 32,786,348 | $477.7M | 26.8% | — |
| FMR LLC | 10,043,947 | $146.3M | 8.2% | — |
| STATE STREET CORP | 9,536,796 | $139.0M | 7.8% | ADD +35.7% |
| BlackRock, Inc. | 9,529,041 | $138.8M | 7.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,734,484 | $83.6M | 4.7% | — |
| UBS Group AG | 5,233,798 | $76.3M | 4.3% | ADD +42.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,042,190 | $73.5M | 4.1% | — |
| GOLDMAN SACHS GROUP INC | 4,513,399 | $65.8M | 3.7% | DOUBLED +1352.5% |
| Point72 Asset Management, L.P. | 3,697,803 | $53.9M | 3.0% | DOUBLED +371.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | ADD | 7,028,160 | 9,536,796 | +35.7% | $139.0M |
| UBS Group AG | ADD | 3,680,315 | 5,233,798 | +42.2% | $76.3M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 310,728 | 4,513,399 | +1352.5% | $65.8M |
| Point72 Asset Management, L.P. | DOUBLED | 784,186 | 3,697,803 | +371.5% | $53.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 126,273 | 2,349,081 | +1760.3% | $34.2M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 1,989,591 | — | $29.0M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 548,335 | 1,904,254 | +247.3% | $27.7M |
| CITADEL ADVISORS LLC | DOUBLED | 441,743 | 1,725,716 | +290.7% | $25.1M |
| Aberdeen Group plc | DOUBLED | 665,364 | 1,693,626 | +154.5% | $24.7M |
| Squarepoint Ops LLC | DOUBLED | 613,877 | 1,590,736 | +159.1% | $23.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
3 insiders, 6 transactions. Net $103.6M — $103.6M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 12, 2026 | DUGGAN ROBERT W | Co-Chief Executive Officer | BUY | 3,810,000 | $13.12 | $50.0M |
| Jun 12, 2026 | Zanganeh Mahkam | Co-Chief Executive Officer | BUY | 3,810,000 | $13.12 | $50.0M |
| Jun 4, 2026 | Soni Manmeet Singh | COO and CFO | BUY | 25,000 | $14.46 | $361.5K |
| Jun 4, 2026 | Zanganeh Mahkam | Co-Chief Executive Officer | BUY | 100,000 | $14.60 | $1.5M |
| Jun 4, 2026 | DUGGAN ROBERT W | Co-Chief Executive Officer | BUY | 100,000 | $14.60 | $1.5M |
| Jun 4, 2026 | Soni Manmeet Singh | COO and CFO | BUY | 25,000 | $14.43 | $360.8K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SMMT.
Shares short
41,081,179
Settlement Sep 15, 2026
Change vs prior
-0.6%
Semi-monthly cycle
Days to cover
6.6
At avg daily volume
Of shares outstanding
≈5.2%
Estimate — not % of float
All SMMT filing & press-release reports (16)
- 8-K reportSep 15, 2026
- 8-K reportSep 14, 2026
- 8-K reportSep 3, 2026
- 8-K reportAug 26, 2026
- 8-K reportAug 5, 2026
- 8-K reportJul 22, 2026
- CLUSTER reportJun 12, 2026
- INST-CLUSTER reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- S-3ASR reportJun 9, 2026
- CLUSTER reportJun 4, 2026
- CLUSTER reportJun 4, 2026
- 8-K reportJun 3, 2026
- 8-K reportJun 1, 2026
- 8-K reportApr 30, 2026
- DEFA14A reportApr 17, 2026