Market Cap
$262.2M
ZNTL
Zentalis Pharmaceuticals, Inc.
$2.54 ▼ -2.69%
Prev close $2.61Market cap$262.2M
ConsensusBuy
12-mo target$6.89 (+171.8%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)16 New Institutional Positions11 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on ZNTL right now — valuation, ownership and activity at a glance.
Cap Size
Micro Cap
Analyst Consensus
Buy (63%)
Inst. Holders
50 funds
Inst. Value
$130.4M
Inst. Activity
16 buys / 11 sells
Insider Activity
$15.2M buy / $134.7K sell
Insider Net $
$15.0M
SEC Reports
8
Press Releases
5
Price chart 30d -32.8%
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.
Oct 1, 2026 activist
Zentalis Pharmaceuticals Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
SAN DIEGO, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Zentalis ® Pharmaceuticals, Inc. (Nasdaq: ZNTL), a clin
Sep 30, 2026 Insider
Aug 14, 2026 SEC Bruns Ingmar was granted 9,727 shares
Chief Medical Officer @ $2.18 ($21.2K)
Zentalis Pharmaceuticals priced a public offering of 23,000,000 shares of common stock at $3.50 per share, with an under
8-K — Impact 6/10
Zentalis Pharmaceuticals priced an underwritten public offering of 23 million shares at $3.50 per share, expecting ~$80.
Impact 6/10
Aug 14, 2026 Insider
WALTERS GROUP bought 4,335,000 shares
10%+ Owner @ $3.50 ($15.2M)
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
3,753,525 shares ($18.2M)
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — ADD
2,298,403 shares ($11.1M)
Jun 16, 2026 Insider
Myers Scott Dunseth was granted 57,100 shares
Director
Analyst ratings buy % +5.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
63% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | William Blair | INITIATE | Outperform | 51% |
| Jul 23, 2026 | Rodman & Renshaw | INITIATE | Buy | 39% |
| Jul 17, 2026 | Mizuho | INITIATE | Outperform | 52% |
| Apr 10, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 6 | 0 | 0 | 63% | |
| Aug 1, 2026 | 4 | 6 | 6 | 0 | 0 | 63% | |
| Jul 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| Jun 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| May 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| Apr 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| Mar 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% | |
| Feb 1, 2026 | 4 | 5 | 6 | 0 | 0 | 60% |
Price targets
Where 9 covering analysts think ZNTL trades over the next 12 months.
$6.89 +171.8% upside Strong Buy
Current$2.54 Low$4.00 Median$6.00 High$10.00 9 analysts
$4.00$10.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 6 bullish, 1 bearish, 1 mixed, 0 neutral · avg impact 6.3/10.Plus 5 press releases.
BEARISH8-K6/10
Zentalis Pharmaceuticals priced a public offering of 23,000,000 shares of common stock at $3.50 per
Aug 14, 2026
MIXEDINST-CLUSTER4/10
Institutional cluster for ZNTL in Q3 2024 reveals a mixed picture: D.E. Shaw doubled its position to
Jun 11, 2026
BULLISHPRESS-RELEASE6/10
Zentalis announced positive Phase 1b data for azenosertib plus paclitaxel in platinum-resistant ovar
May 21, 2026
BULLISH8-K6/10
Zentalis Pharmaceuticals announced Phase 1b MUIR trial data for azenosertib plus paclitaxel in plati
May 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
activist
Zentalis Pharmaceuticals Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
SAN DIEGO, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Zentalis ® Pharmaceuticals, Inc. (Nasdaq: ZNTL), a clinical oncology innovator advancing late-stage devel
Sep 16, 2026
short_volume
Short Volume: ZNTL — 63.3% short (0.3M / 0.5M)
Short: 319,427 | Exempt: 79,052 | TRF Vol: 504,469 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: ZNTL — 63.3% short (0.4M / 0.7M)
Short: 436,921 | Exempt: 8,942 | TRF Vol: 689,959 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Sep 2, 2026
other
Zentalis Pharmaceuticals to Participate in Upcoming Investor Conferences
SAN DIEGO, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Zentalis ® Pharmaceuticals, Inc. (Nasdaq: ZNTL), a clinical oncology innovator advancing late-stage deve
Aug 20, 2026
short_volume
Short Volume: ZNTL — 66.9% short (0.5M / 0.8M)
Short: 505,632 | Exempt: 3,500 | TRF Vol: 755,900 | Short Ratio: 66.9% | 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 | $-0.58 | $-0.66–$-0.50 | -56.0% | +0.0% | — | $0.0B | 7 |
| Next Q | $-0.55 | $-0.66–$-0.35 | -12.8% | +0.0% | — | $0.0B | 7 |
| Current FY | $-2.08 | $-2.39–$-1.37 | -15.8% | +1.4% | 0↑ 1↓ | $0.0B | 8 |
| Next FY | $-1.86 | $-2.76–$-1.27 | 10.9% | -2.8% | 1↑ 3↓ | $0.0B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.577 | — |
| 7d ago | $-0.577 | — |
| 30d ago | $-0.577 | — |
| 60d ago | $-0.490 | -0.087 |
| 90d ago | $-0.487 | -0.090 |
Institutional ownership
Which big funds own ZNTL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $130.4M total value (26,878,167 shares) as of 2026-Q2. Top holders: BlackRock,, TWO, VANGUARD. Net buying activity: 16 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,753,525 | $18.2M | 14.0% | DOUBLED +195.6% |
| TWO SIGMA INVESTMENTS, LP | 3,024,936 | $14.7M | 11.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,835,669 | $13.8M | 10.5% | — |
| CITADEL ADVISORS LLC | 2,298,403 | $11.1M | 8.6% | ADD +32.7% |
| RENAISSANCE TECHNOLOGIES LLC | 1,609,078 | $7.8M | 6.0% | TRIM -32.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,284,117 | $6.2M | 4.8% | DOUBLED +106.8% |
| BANK OF AMERICA CORP /DE/ | 1,114,650 | $5.4M | 4.1% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 957,420 | $4.6M | 3.6% | — |
| STATE STREET CORP | 887,416 | $4.3M | 3.3% | DOUBLED +255.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 808,548 | $3.9M | 3.0% | DOUBLED +124.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 1,269,837 | 3,753,525 | +195.6% | $18.2M |
| CITADEL ADVISORS LLC | ADD | 1,732,083 | 2,298,403 | +32.7% | $11.1M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 621,036 | 1,284,117 | +106.8% | $6.2M |
| STATE STREET CORP | DOUBLED | 249,690 | 887,416 | +255.4% | $4.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | 360,600 | 808,548 | +124.2% | $3.9M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 1,289,822 | 664,281 | -48.5% | $3.2M |
| MARSHALL WACE, LLP | ADD | 392,643 | 591,473 | +50.6% | $2.9M |
| D. E. Shaw & Co., Inc. | TRIM | 1,484,098 | 546,566 | -63.2% | $2.7M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 272,034 | 542,852 | +99.6% | $2.6M |
| MORGAN STANLEY | ADD | 350,207 | 471,250 | +34.6% | $2.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 17 transactions. Net $15.0M — $15.2M bought, $134.7K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Bruns Ingmar | Chief Medical Officer | AWARD | 9,727 | $2.18 | $21.2K |
| Aug 14, 2026 | WALTERS GROUP | 10%+ Owner | BUY | 4,335,000 | $3.50 | $15.2M |
| Jun 16, 2026 | Myers Scott Dunseth | Director | AWARD | 57,100 | — | — |
| Jun 16, 2026 | Skvarka Jan | Director | AWARD | 57,100 | — | — |
| Jun 16, 2026 | Kariuki Enoch | Director | AWARD | 57,100 | — | — |
| Jun 16, 2026 | Walker Luke Nathaniel | Director | AWARD | 57,100 | — | — |
| Jun 16, 2026 | Johnson David Michael | Director | AWARD | 57,100 | — | — |
| May 26, 2026 | Campbell Shannon | Director | AWARD | 114,200 | — | — |
| Feb 10, 2026 | Vultaggio Vincent | PAO and PFO | SELL | 6,894 | $2.42 | $16.7K |
| Feb 9, 2026 | EASTLAND JULIA MARIE | CEO & President | SELL | 889 | $2.39 | $2.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ZNTL.
Shares short
4,786,334
Settlement Sep 15, 2026
Change vs prior
-4.1%
Semi-monthly cycle
Days to cover
5.2
At avg daily volume
Of shares outstanding
≈5.1%
Estimate — not % of float
All ZNTL filing & press-release reports (13)
- 8-K reportAug 14, 2026
- PRESS-RELEASE reportAug 14, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportJun 1, 2026
- PRESS-RELEASE reportMay 21, 2026
- 8-K reportMay 21, 2026
- 8-K reportMay 12, 2026
- PRESS-RELEASE reportMay 12, 2026
- PRESS-RELEASE reportApr 21, 2026
- PRESS-RELEASE reportApr 17, 2026
- 8-K reportApr 17, 2026
- 8-K reportApr 9, 2026
- PRESS-RELEASE reportMar 26, 2026