Market Cap
$267.1M
STRO
SUTRO BIOPHARMA, INC.
$15.12 ▼ -5.32%
Prev close $15.97Market cap$267.1M
ConsensusStrong Buy
12-mo target$47.23 (+212.4%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)13 New Institutional Positions7 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on STRO right now — valuation, ownership and activity at a glance.
Cap Size
Micro Cap
Analyst Consensus
Strong Buy (90%)
Inst. Holders
50 funds
Inst. Value
$232.2M
Inst. Activity
13 buys / 7 sells
SEC Reports
4
Press Releases
2
Price chart 30d -26.1%
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.
Sep 18, 2026 Insider
Gerber Hans-Peter surrendered for taxes 1,345 shares
CHIEF SCIENTIFIC OFFICER @ $15.34 ($20.6K)
Sep 18, 2026 Insider
Aug 12, 2026 SEC Gerber Hans-Peter acquired via exercise 3,750 shares
CHIEF SCIENTIFIC OFFICER
Sutro Biopharma reported Q2 2026 revenue of $9.8M (vs $63.7M YoY) and a net loss of $38.5M (EPS -$2.33 vs -$1.35 YoY), a
8-K — Impact 7/10
Sutro Biopharma reported Q2 2026 revenue of $9.8M (down 84.6% YoY from $63.7M) and a net loss of $38.5M (-$2.33 EPS), si
PRESS-RELEASE — Impact 6/10
Aug 12, 2026 earnings
Sutro Biopharma Reports Second Quarter 2026 Financial Results and Provides Early Update on STRO-004 Phase 1 Study
– Encouraging early clinical activity i ncluding confirmed and ongoing unconfirmed partial responses
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
1,122,655 shares ($37.3M)
Jun 30, 2026 Inst.
BALYASNY ASSET MANAGEMENT L.P. — ADD
711,162 shares ($23.6M)
Jun 5, 2026 Insider
MATSUI CONNIE was granted 10,000 shares
Director
Analyst ratings buy % +42.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
90% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 13, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Aug 13, 2026 | Wedbush | REITERATE | Outperform | 57% |
| May 28, 2026 | Barclays | INITIATE | Overweight | 54% |
| May 15, 2026 | Leerink Partners | MAINTAIN | Outperform | 49% |
| May 15, 2026 | Wedbush | UPGRADE | Outperform | 57% |
| May 15, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Apr 30, 2026 | Mizuho | INITIATE | Outperform | 52% |
| Apr 23, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Apr 17, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Apr 7, 2026 | Leerink Partners | INITIATE | Outperform | 49% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 1 | 1 | 0 | 90% | |
| Aug 1, 2026 | 5 | 12 | 1 | 1 | 0 | 89% | |
| Jul 1, 2026 | 5 | 12 | 1 | 1 | 0 | 89% | |
| Jun 1, 2026 | 5 | 13 | 1 | 1 | 0 | 90% | |
| May 1, 2026 | 4 | 11 | 2 | 1 | 0 | 83% | |
| Apr 1, 2026 | 3 | 10 | 2 | 1 | 0 | 81% | |
| Mar 1, 2026 | 3 | 8 | 4 | 1 | 0 | 69% | |
| Feb 1, 2026 | 3 | 8 | 4 | 1 | 0 | 69% |
Price targets
Where 13 covering analysts think STRO trades over the next 12 months.
$47.23 +212.4% upside Strong Buy
Current$15.12 Low$10.00 Median$50.00 High$61.00 13 analysts
$10.00$61.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 1 neutral · avg impact 5.5/10.Plus 2 press releases.
BULLISH8-K7/10
Sutro Biopharma reported Q2 2026 revenue of $9.8M (vs $63.7M YoY) and a net loss of $38.5M (EPS -$2.
Aug 12, 2026
MIXEDPRESS-RELEASE6/10
Sutro Biopharma reported Q2 2026 revenue of $9.8M (down 84.6% YoY from $63.7M) and a net loss of $38
Aug 12, 2026
NEUTRALDEFA14A3/10
Sutro Biopharma is holding its annual shareholder meeting to elect directors, ratify auditors, and a
Apr 22, 2026
BEARISHS-36/10
Sutro Biopharma has filed an S-3 shelf registration allowing it to raise up to $300 million in vario
Mar 23, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 12, 2026
earnings
Sutro Biopharma Reports Second Quarter 2026 Financial Results and Provides Early Update on STRO-004 Phase 1 Study
– Encouraging early clinical activity i ncluding confirmed and ongoing unconfirmed partial responses with favorable tolerability, and pharmacokinetics
Aug 10, 2026
earnings_calendar
STRO Q2 2026 Earnings Scheduled — 2026-08-10
Aug 5, 2026
earnings_calendar
STRO Q2 2026 Earnings Scheduled — 2026-08-05
Jul 15, 2026
short_interest_report
Short Interest: STRO up 21% to 1.7M shares
Settlement 2026-07-15 | Days to cover: 4.46 | ≈9.97% of shares outstanding (est.)
Jun 30, 2026
short_interest_report
Short Interest: STRO up 48% to 1.4M shares
Settlement 2026-06-30 | Days to cover: 2.31 | ≈8.22% of shares outstanding (est.)
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 | $-2.07 | $-2.38–$-1.45 | 62.9% | +18.3% | 2↑ 0↓ | $0.0B | 3 |
| Next Q | $-2.36 | $-2.75–$-1.87 | 51.7% | +10.9% | 1↑ 1↓ | $0.0B | 3 |
| Current FY | $-7.77 | $-10.32–$-6.39 | 52.0% | +8.3% | 2↑ 0↓ | $0.1B | 3 |
| Next FY | $-6.21 | $-10.40–$-4.31 | 20.1% | +2.7% | 1↑ 1↓ | $0.0B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-2.070 | — |
| 7d ago | $-2.533 | +0.463 |
| 30d ago | $-2.533 | +0.463 |
| 60d ago | $-2.533 | +0.463 |
| 90d ago | $-2.370 | +0.300 |
Institutional ownership
Which big funds own STRO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $232.2M total value (6,991,794 shares) as of 2026-Q2. Top holders: BlackRock,, BALYASNY, VANGUARD. Net buying activity: 13 institutions added/increased vs 7 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 1,122,655 | $37.3M | 16.1% | DOUBLED +382.5% |
| BALYASNY ASSET MANAGEMENT L.P. | 711,162 | $23.6M | 10.2% | ADD +52.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 694,219 | $23.0M | 9.9% | — |
| Woodline Partners LP | 458,029 | $15.2M | 6.6% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 389,692 | $12.9M | 5.6% | DOUBLED +127.4% |
| MILLENNIUM MANAGEMENT LLC | 365,972 | $12.2M | 5.2% | ADD +74.0% |
| STATE STREET CORP | 305,979 | $10.2M | 4.4% | DOUBLED +487.1% |
| AMERIPRISE FINANCIAL INC | 244,669 | $8.1M | 3.5% | — |
| Point72 Asset Management, L.P. | 237,827 | $7.9M | 3.4% | TRIM -65.6% |
| UBS Group AG | 208,512 | $6.9M | 3.0% | TRIM -46.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 232,684 | 1,122,655 | +382.5% | $37.3M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 465,792 | 711,162 | +52.7% | $23.6M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 171,386 | 389,692 | +127.4% | $12.9M |
| MILLENNIUM MANAGEMENT LLC | ADD | 210,378 | 365,972 | +74.0% | $12.2M |
| STATE STREET CORP | DOUBLED | 52,118 | 305,979 | +487.1% | $10.2M |
| Point72 Asset Management, L.P. | TRIM | 692,111 | 237,827 | -65.6% | $7.9M |
| UBS Group AG | TRIM | 392,871 | 208,512 | -46.9% | $6.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 27,187 | 149,216 | +448.9% | $5.0M |
| NORTHERN TRUST CORP | DOUBLED | 33,166 | 125,933 | +279.7% | $4.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 10,577 | 49,302 | +366.1% | $1.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 37 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Gerber Hans-Peter | CHIEF SCIENTIFIC OFFICER | TAX W/H | 1,345 | $15.34 | $20.6K |
| Sep 18, 2026 | Gerber Hans-Peter | CHIEF SCIENTIFIC OFFICER | EXERCISE | 3,750 | — | — |
| Jun 5, 2026 | MATSUI CONNIE | Director | AWARD | 10,000 | — | — |
| Jun 5, 2026 | Dybbs Michael | Director | AWARD | 10,000 | — | — |
| Jun 5, 2026 | Hunter Heidi | Director | AWARD | 10,000 | — | — |
| Jun 5, 2026 | Jagpal Sukhi | Director | AWARD | 10,000 | — | — |
| Jun 5, 2026 | Lobacki Joseph M | Director | AWARD | 10,000 | — | — |
| Jun 5, 2026 | PANEK JAMES P | Director | AWARD | 10,000 | — | — |
| Jun 5, 2026 | Petree Daniel H | Director | AWARD | 10,000 | — | — |
| Jun 5, 2026 | Wigginton Jon Marc | Director | AWARD | 10,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for STRO.
Shares short
2,076,152
Settlement Sep 15, 2026
Change vs prior
+14.7%
Semi-monthly cycle
Days to cover
6.0
At avg daily volume
Of shares outstanding
≈12.5%
Estimate — not % of float
All STRO filing & press-release reports (6)
- 8-K reportAug 12, 2026
- PRESS-RELEASE reportAug 12, 2026
- DEFA14A reportApr 22, 2026
- PRESS-RELEASE reportApr 19, 2026
- S-3 reportMar 23, 2026
- PRESS-RELEASE reportMar 23, 2026