TNYA Tenaya Therapeutics, Inc.
Price Chart
Executive Summary
William Blair initiated coverage on TNYA with an Outperform rating, marking a bullish signal for the micro-cap biotech. The firm did not set a price target. Consensus among 7 analysts shows a wide divergence, with a mean target of $9 and median of $3, implying 1,067% upside to the mean. William Blair has a 51% accuracy rate (138/273 calls), slightly below the industry average. Analyst momentum is neutral with no recent upgrades or downgrades. Insider selling by COLUMN GROUP III GP, LP totaled over $1.2M in February 2026, while institutional investors including Vanguard and Two Sigma initiated new positions. Short interest is extremely high at 59.2% of float. EPS estimates show modest upward revisions over the past 30 days for current and next quarter, but FY+1 estimates have declined. No earnings date is scheduled within 30 days.
Impact Score
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-03-12 | Chardan Capital | maintain | Buy | — |
| 2025-12-18 | Canaccord Genuity | maintain | Buy | $5.00 |
| 2025-12-12 | HC Wainwright & Co. | maintain | Buy | $3.00 |
| 2025-12-12 | Chardan Capital | maintain | Buy | $8.00 |
| 2025-11-10 | Chardan Capital | maintain | Buy | $9.00 |
| 2025-09-02 | HC Wainwright & Co. | reiterate | Buy | $5.00 |
| 2025-08-27 | HC Wainwright & Co. | reiterate | Buy | $5.00 |
| 2025-08-07 | Chardan Capital | maintain | Buy | $9.00 |
| 2025-05-09 | Chardan Capital | maintain | Buy | $9.00 |
| 2025-04-25 | HC Wainwright & Co. | reiterate | Buy | $5.00 |
There have been 0 upgrades and 0 downgrades in the last 30 days. EPS estimates show 5 upward revisions in the past 30 days for the current year (0 down), 1 up for current quarter, and 2 up / 1 down for next year. The FY+1 EPS estimate was revised down from $0.085 to -$0.452, indicating deteriorating long-term expectations despite short-term stability.
Firm Track Record — William Blair
William Blair accuracy: 51% on 273 calls | avg return: 4.2%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 3 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Chardan Capital | 57% | 4/7 | 1.3% | above average |
| HC Wainwright & Co. | 43% | 6/14 | -18.8% | below average |
| Canaccord Genuity | 25% | 1/4 | -13% | below average |
William Blair has a 51% accuracy rate (138 correct out of 273 rated stocks), slightly below average compared to other firms covering TNYA. Chardan Capital leads with 57% accuracy (4/7), followed by HC Wainwright at 43% (6/14), and Canaccord Genuity at 25% (1/4). William Blair’s average return on rated stocks is 4.2%, above HC Wainwright’s -18.8% but below Chardan’s 1.3%.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $-0.43 | $-0.59 — $-0.27 | $10.0M | ↑5 ↓0 |
| 0q | $-0.09 | $-0.14 — $-0.05 | $7.5M | ↑1 ↓0 |
| +1q | $-0.11 | $-0.14 — $-0.05 | $2.5M | ↑2 ↓0 |
| +1y | $-0.45 | $-0.59 — $-0.29 | $0.00 | ↑0 ↓0 |
Cross-Platform Signals
Insiders — specifically COLUMN GROUP III GP, LP — sold over $1.3M in shares in February 2026, signaling potential profit-taking. Conversely, institutional investors added positions: Vanguard added 69% (valued at $6.1M), Two Sigma initiated a $901K position, and Morgan Stanley added $271K. Wells Fargo both doubled and later trimmed its stake. Short interest is extremely high at 59.2% of float, suggesting significant bearish sentiment despite bullish analyst ratings.
Actionable Insight
Bullish initiation from a mid-tier accuracy firm aligns with consensus but lacks a price target, reducing impact. High short interest and mixed institutional flows suggest volatility ahead. Favorable near-term EPS revision trend offsets deteriorating long-term estimates.
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 29, 2026
11d ago
|
8-K
| $0.8700 $0.7280 | ▼ −16.32% | ▼ −13.57% | $0.6860 (−21.15%) |
|
May 19, 2026
21d ago
|
Insider Cluster
| $0.8080 $0.7920 | ▼ −1.98% | ▼ −3.22% | $0.6860 (−15.10%) |
|
May 16, 2026
24d ago
|
ANALYST-UPGRADE
| $3.76 $3.30 | ▼ −12.23% | ▼ −14.36% | $0.6860 (−81.76%) |
|
Apr 16, 2026
7w ago
|
ANALYST-UPGRADE
| $0.7820 $0.6720 | ▼ −14.07% | ▼ −14.62% | $0.6860 (−12.28%) |
|
Apr 16, 2026
7w ago
|
DEFA14A
| $0.7470 $0.6840 | ▼ −8.43% | ▼ −9.42% | $0.6860 (−8.17%) |
|
Mar 11, 2026
12w ago
|
8-K
| $0.8930 $0.8040 | ▼ −9.97% | ▼ −8.99% | $0.6860 (−23.18%) |
|
Mar 11, 2026
12w ago
|
Press Release
| $0.8930 $0.8040 | ▼ −9.97% | ▼ −8.99% | $0.6860 (−23.18%) |
|
Mar 9, 2026
13w ago
|
Press Release
| $0.9580 $0.8570 | ▼ −10.54% | ▼ −9.19% | $0.6860 (−28.39%) |
|
Mar 5, 2026
13w ago
|
8-K
| $0.8190 $0.8930 | ▲ +9.04% | ▲ +11.27% | $0.6860 (−16.24%) |
US Market Status
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