VSTM
Verastem, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S May 4 1 insider sell $4.7K at $5.82
- S Jun 22 2 insiders sell $104.3K at $4.18
- S Aug 3 1 insider sell $7.6K at $5.81
- E Sep 8 Trial readout: Results Pending: avutometinib (VS-6766) and adagrasib (Pha…
- A Sep 17 Wolfe Research initiates
- S Sep 21 1 insider sell $423.50 at $7.70
- S Oct 1 2 insiders sell $373.5K at $8.00
- R Oct 14 Verastem priced a public offering of 30,937,500 shares of common sto…
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $497.0K.
- InstitutionsBULLISH
Q2 2026: 33 added (0 new), 10 trimmed or exited.
- AnalystsBULLISH
15 of 16 rate it Buy or better. Every target is above the price.
- TrendUPTREND
26% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | ADD | $35.1M |
| STATE STREET CORP | ADD | $19.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | $12.5M |
| GOLDMAN SACHS GROUP INC | ADD | $10.4M |
| BAKER BROS. ADVISORS LP | DOUBLED | $9.5M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | $6.4M |
| Pinnacle Financial Partners, Inc. | DOUBLED | $4.2M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | $3.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
16 analystsPrice is below the lowest target. Median implies +80%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 19, 2026 | BTIG REITERATE | Buy |
| Oct 16, 2026 | Mizuho MAINTAIN | Outperform |
| Oct 15, 2026 | Jefferies MAINTAIN | Buy |
| Oct 15, 2026 | RBC Capital MAINTAIN | Outperform |
| Oct 15, 2026 | BTIG MAINTAIN | Buy |
| Oct 8, 2026 | BTIG REITERATE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | Paterson Dan President and CEO | SELL | $353.0K |
| Oct 1, 2026 | Calkins Daniel Chief Financial Officer | SELL | $20.5K |
| Sep 30, 2026 | Paterson Dan President and CEO | AWARD | 106,893 sh |
| Sep 30, 2026 | Calkins Daniel Chief Financial Officer | AWARD | 8,333 sh |
| Sep 21, 2026 | Calkins Daniel Chief Financial Officer | SELL | $423.50 |
| Aug 3, 2026 | Paterson Dan President and CEO | SELL | $7.6K |
| Jun 22, 2026 | Calkins Daniel Chief Financial Officer | SELL | $16.9K |
| Jun 22, 2026 | Paterson Dan President and CEO | SELL | $87.2K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026| Oct 14, 2026 | Volatility Pause | Resumed |
SecBot reports
12 filings · 4 bullish · 4 bearish · 4 neutral- BEARISH 8-KOct 14, 2026
Verastem priced a public offering of 30,937,500 shares of common stock at $8.00/share and…
The $234.7M raise provides a multi-year cash runway for Verastem's clinical pipeline, but the massive dilution (~31M new shares vs. likely pre-offering float) will pressure the stock near-term…
- BEARISH 424B5Oct 14, 2026
Verastem priced a $250M underwritten public offering of 30,937,500 common shares at $8.00/share (a…
The ~$235M net proceeds provide a multi-year runway for VS-7375 development, including the Phase 3 first-line mPDAC trial expected to open by year-end 2026. The offering was priced at a premium to…
- BEARISH 424B5Oct 14, 2026
Verastem is conducting a dilutive underwritten public offering of common stock and pre-funded…
Monitor the final offering size and pricing when announced — the degree of dilution will determine near-term price pressure. The strong clinical data and revenue growth provide fundamental support…
- BULLISH 8-KOct 14, 2026
Verastem reported preliminary Q3 2026 net product revenue of ~$23.9-24.1M (vs $11.2M YoY)…
The VS-7375 data across PDAC, NSCLC, and CRC are among the strongest reported for any KRAS G12D inhibitor, with 900mg QD showing best-in-class efficacy and tolerability. The FDA-aligned Phase 3 PDAC…
All VSTM filing & press-release reports (12)
- 8-K reportOct 14, 2026
- 424B5 reportOct 14, 2026
- 424B5 reportOct 14, 2026
- 8-K reportOct 14, 2026
- CLUSTER reportOct 2, 2026
- 8-K reportJun 23, 2026
- 8-K reportJun 17, 2026
- INST-CLUSTER reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- 3 reportMay 27, 2026
- 144 reportMay 27, 2026
- 8-K reportMar 4, 2026