SecBot SecBot

ZBIO

Zenas BioPharma, Inc.
Nasdaq· Pharmaceutical Preparations· Inc. DE· CIK 0001953926 Biotech & Drug Discovery
$27.24 +0.37 (+1.38%)
Oct 26 4:00 PM ET · prev $26.87
Market cap
$1.8B
Small cap
Consensus
Buy
86% Buy or better · 14 analysts
Median target
$46.50
+71% · range $32.00–59.00
Next earnings
Nov 18
in 22 days · EPS est. −$1.27
1 year
−14.3%
from $31.80 · Oct 27
30 days
−1.1%
from $27.55
52-week range
$15.20–43.17
−37% from high · low Jan 6
Avg volume 20D
600.5K
Oct 2 spike 1.51M
Short interest
🔒 Subscribers only
Insider net
+$9.8M
4 buyers · 0 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
Filing reports
10
analyzed by SecBot
SecBot read MIXED 5 reports · 90 days
Balance 0 bearish · 0 bullish · 5 neutral oldest → newest, height = score
Avg score ·High conf. 4/5 ·Next Earnings date, Nov 18, 2026
Strongest NEUTRAL Zenas BioPharma presented new obexelimab data from the Phase 3 INDIGO open-label extension at the 6th…
All reports →

Price

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

Signal stack

Where each data set points today.

  • InsidersBULLISH

    4 insiders bought $9.8M at an average $19.34. No open-market sales. Price is 41% above their cost.

  • InstitutionsBULLISH

    Q2 2026: 32 added (0 new), 9 trimmed or exited.

  • AnalystsBULLISH

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

  • EstimatesRISING

    Current-quarter EPS estimate −$1.310 → −$1.270 over 90 days. 1 up, 1 down in 30 days.

  • TrendDOWNTREND

    8% below its 50-day average.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
BlackRock, Inc.ADD2,686,225$68.2M
STATE STREET CORPADD2,055,100$52.2M
WELLINGTON MANAGEMENT GROUP LLPADD1,593,819$40.5M
BANK OF AMERICA CORP /DE/DOUBLED1,231,159$31.2M
PRICE T ROWE ASSOCIATES INC /MD/DOUBLED1,226,928$31.1M
GEODE CAPITAL MANAGEMENT, LLCADD882,654$22.4M
MILLENNIUM MANAGEMENT LLCADD660,470$16.8M
MARSHALL WACE, LLPTRIM323,442$8.2M

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

The Street

14 analysts
Buy 86% rate it Buy or better
Strong Buy7Buy5Hold2Sell0Strong Sell0
12-month targets · 8 analysts

Price is below the lowest target. Median implies +71%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 13, 2026HC Wainwright & Co.
REITERATE
REITERATEBuy
Sep 30, 2026Citigroup
MAINTAIN
MAINTAINBuy
Sep 30, 2026Wedbush
REITERATE
REITERATEOutperform
Sep 30, 2026HC Wainwright & Co.
REITERATE
REITERATEBuy
Aug 14, 2026Morgan Stanley
MAINTAIN
MAINTAINEqual-Weight
Aug 14, 2026Guggenheim
REITERATE
REITERATEBuy

Insider ledger

Form 4
$9.8M
bought · 4 insiders
$0
sold · 0 insiders
+40.8%
vs their $19.34 cost
DateInsiderTypeValue
Sep 1, 2026
Oliger Christy J.
Director
AWARD37,000 sh
Jun 15, 2026
Nunn Jason Raleigh
Director
AWARD18,500 sh
Jun 15, 2026
Allen Patricia L
Director
AWARD18,500 sh
Jun 15, 2026
Fox Jennifer A.
See Remarks
AWARD125,000 sh
Jun 15, 2026
ENRIGHT PATRICK G
Director
AWARD18,500 sh
Jun 15, 2026
Farmer Joseph L
See Remarks
AWARD175,000 sh
Jun 15, 2026
Lu Hongbo
Director
AWARD18,500 sh
Jun 15, 2026
Boylan James P
Director
AWARD18,500 sh

Earnings setup

Estimates
Nov 18
reports in 22 days
−$1.27
EPS estimate, this quarter
+3%
estimate change, 90 days
1↑ 1↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q-$1.27-$1.31–-$1.23+3.1%$0.00
Next Q-$1.28-$1.31–-$1.25-44.6%$14.1M
Current FY-$5.62-$5.83–-$5.40-30.7%$12.3M
Next FY-$4.66-$5.11–-$4.21-105.7%$57.9M

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 16, 2026 Press
Zenas BioPharma granted 74,900 RSUs to new hires as an inducement material to employment, vesting over four years…
Impact 2/10
Oct 16, 2026 Activist
Zenas BioPharma Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
WALTHAM, Mass., Oct. 16, 2026 (GLOBE NEWSWIRE) -- Zenas BioPharma, Inc. (“Zenas” or the “Company”) (
Oct 13, 2026 SEC
Zenas BioPharma presented new obexelimab data from the Phase 3 INDIGO open-label extension at the 6th International…
8-K — Impact 4/10
Sep 22, 2026 Press
Zenas BioPharma announced upcoming presentations of new data from the Phase 3 INDIGO open-label extension of…
Impact 4/10
Sep 11, 2026 SEC
Zenas BioPharma filed an automatic shelf registration statement (S-3ASR) to register 7,000,000 shares of common stock…
S-3ASR — Impact 5/10
Sep 1, 2026 Insider
Oliger Christy J. was granted 37,000 shares
Director
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
2,686,225 shares ($68.2M)
Jun 30, 2026 Inst.
STATE STREET CORP — ADD
2,055,100 shares ($52.2M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 18, 2026
Earnings date
ZBIO Q3 2026 Earnings Scheduled — 2026-11-18
May 27, 2027
FDA decision date
PDUFA: ZBIO — obexelimab in Immunoglobulin G4-Related Disease (IgG4-RD) — 2027-05-27
FDA target action date 2027-05-27 for ZBIO (Zenas BioPharma, Inc.). Drug: obexelimab. Indication: Immunoglobulin G4-Related Disease (IgG4-RD). PDUFA…
Recent
Oct 16, 2026
Activist
Zenas BioPharma Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
WALTHAM, Mass., Oct. 16, 2026 (GLOBE NEWSWIRE) -- Zenas BioPharma, Inc. (“Zenas” or the “Company”) (Nasdaq: ZBIO), a clinical-stage global...
Oct 6, 2026
Press release
Zenas BioPharma to Host Virtual R&D Event
WALTHAM, Mass., Oct. 06, 2026 (GLOBE NEWSWIRE) -- Zenas BioPharma, Inc. (“Zenas” or the “Company”) (Nasdaq: ZBIO), a clinical-stage global…
Sep 22, 2026
FDA
Zenas BioPharma Announces Upcoming Presentations of Obexelimab Data in IgG4-Related Disease at the IgG4ward! 6th International Symposium on IgG4-Related Disease and ACR Convergence 2026
– New data from the Phase 3 INDIGO open-label extension will include the longer-term flare protection and safety data of obexelimab in IgG4-RD –
Sep 18, 2026
Activist
Zenas BioPharma Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
WALTHAM, Mass., Sept. 18, 2026 (GLOBE NEWSWIRE) -- Zenas BioPharma, Inc. (“Zenas” or the “Company”) (Nasdaq: ZBIO), a clinical-stage global…
Sep 8, 2026
Press release
Zenas BioPharma to Host Obexelimab IgG4-RD Investor Event
WALTHAM, Mass., Sept. 08, 2026 (GLOBE NEWSWIRE) -- Zenas BioPharma, Inc. (“Zenas” or the “Company”) (Nasdaq: ZBIO), a clinical-stage global…

SecBot reports

10 filings · 8 press releases · 2 bullish · 0 bearish · 2 mixed · 6 neutral
All ZBIO filing & press-release reports (18)