BMEA
Biomea Fusion, Inc.
$1.17
-1.68%
$84.6M
No data for this timeframe.
Vol
Market Cap$84.6M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders34 funds
Inst. Value$28.8M
Inst. Activity3 buys / 1 sells
Reddit Sentiment63° Warm
SEC Reports5
Press Releases4
Recent Activity
Jun 12, 2026
SEC
A mixed institutional cluster in BMEA for Q3 2024 shows 6 buyers (net +$2.9M) led by Marshall Wace doubling its stake to
INST-CLUSTER — Impact 4/10
Jun 10, 2026
Insider
Faust Elizabeth was granted 196,299 shares
Director
Jun 5, 2026
Press
Biomea Fusion presented new clinical and translational data for icovamenib at ADA 2026, showing durable HbA1c improvemen
Impact 6/10
Jun 5, 2026
fda
Biomea Fusion Presents New Clinical and Translational Data for Icovamenib at the American Diabetes Association (“ADA”) 86th Scientific Sessions and Announces Expansion of Ongoing Phase I BMF-650 Study
<p align="center"><em>•Translational data presented at ADA demonstrate icovamenib’s potential to pro
May 11, 2026
SEC
Biomea Fusion reported Q1 2026 net loss of $12.4M ($0.17/share), narrower than the $29.3M loss ($0.80/share) in Q1 2025,
8-K — Impact 4/10
May 11, 2026
SEC
Biomea Fusion reported Q1 2026 net loss of $12.4M ($0.17/share), significantly narrower than the $29.3M loss in Q1 2025,
PRESS-RELEASE — Impact 5/10
Apr 1, 2026
Insider
Hitchcock Michael J.M. was granted 667,477 shares
Interim CEO
Apr 1, 2026
Insider
Erdtmann Rainer M was granted 452,512 shares
See Remarks
Price Targets
$6.83
+484.0% upside
Strong Buy
Current $1.17
Low $4.00
Median $7.00
High $9.00
6 analysts
$4.00
$9.00
Analyst Ratings
5Strong Buy
6Buy
1Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 5, 2026 | Citizens | INITIATE | Market Outperform |
| Apr 28, 2026 | D. Boral Capital | MAINTAIN | Buy → Buy |
| Apr 8, 2026 | D. Boral Capital | MAINTAIN | Buy → Buy |
| Mar 27, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Mar 25, 2026 | D. Boral Capital | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.23 ▼ -52.6% | $-0.27 — $-0.18 | 55% YoY | 4 |
| Next Q | $-0.27 ▼ -170.8% | $-0.34 — $-0.19 | -14% YoY | 4 |
| Current FY | $-1.08 ▼ -12.1% | $-1.37 — $-0.71 | 29% YoY | 5 |
| Next FY | $-1.10 ▼ -3.8% | $-1.40 — $-0.86 | -2% YoY | 4 |
Latest Reports
MIXED
INST-CLUSTER
4/10
A mixed institutional cluster in BMEA for Q3 2024 shows 6 buyers (net +$2.9M) led by Marshall Wace doubling its stake to
Jun 12, 2026
BULLISH
Press
6/10
Biomea Fusion presented new clinical and translational data for icovamenib at ADA 2026, showing durable HbA1c improvemen
Jun 5, 2026
NEUTRAL
8-K
4/10
Biomea Fusion reported Q1 2026 net loss of $12.4M ($0.17/share), narrower than the $29.3M loss ($0.80/share) in Q1 2025,
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| ROYAL BANK OF CANADA | — | DOUBLED |
| FMR LLC | $13.5M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.0M | — |
| RENAISSANCE TECHNOLOGIES LLC | $2.0M | DOUBLED |
| MARSHALL WACE, LLP | $1.8M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | Faust Elizabeth | A | $0.00 |
| Apr 1, 2026 | Hitchcock Michael | A | $0.00 |
| Apr 1, 2026 | Erdtmann Rainer | A | $0.00 |
Reddit Sentiment
63°
Warm
Bearish
Neutral
Bullish
34 institutional holders with $28.8M total value (18,923,907 shares) as of 2026-Q1. Top holders: ROYAL, FMR, VANGUARD. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 234 | $0.00 | 0.0% | DOUBLED +1912.1% |
| 2 | FMR LLC | 8,813,359 | $13.5M | 46.8% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,597,300 | $4.0M | 13.8% | — |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 1,312,798 | $2.0M | 7.0% | DOUBLED +174.3% |
| 5 | MARSHALL WACE, LLP | 1,198,551 | $1.8M | 6.4% | DOUBLED +293.7% |
| 6 | CITADEL ADVISORS LLC | 656,817 | $1.0M | 3.5% | — |
| 7 | Mariner, LLC | 654,578 | $1.0M | 3.5% | DOUBLED +145.1% |
| 8 | BlackRock, Inc. | 641,435 | $981.4K | 3.4% | TRIM -29.9% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 629,865 | $963.7K | 3.3% | — |
| 10 | TWO SIGMA INVESTMENTS, LP | 388,696 | $594.7K | 2.1% | ADD +61.0% |
| 11 | MORGAN STANLEY | 346,742 | $530.5K | 1.8% | — |
| 12 | VANGUARD FIDUCIARY TRUST CO | 336,115 | $514.3K | 1.8% | — |
| 13 | CITADEL ADVISORS LLC | 246,900 | $377.8K | 1.3% | — |
| 14 | STATE STREET CORP | 208,015 | $318.3K | 1.1% | ADD +26.0% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 191,000 | $292.2K | 1.0% | — |
| 16 | LMR Partners LLP | 200,000 | $267.0K | 0.9% | ADD +33.3% |
| 17 | Marex Group plc | 100,000 | $153.0K | 0.5% | DOUBLED +122.2% |
| 18 | GOLDMAN SACHS GROUP INC | 75,739 | $115.9K | 0.4% | — |
| 19 | BARCLAYS PLC | 51,606 | $79.0K | 0.3% | NEAR_EXIT -88.4% |
| 20 | GROUP ONE TRADING LLC | 41,519 | $63.5K | 0.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 478,619 | 1,312,798 | +174.3% | $2.0M | 2026-Q1 |
| STATE STREET CORP | ADD | 165,115 | 208,015 | +26.0% | $318.3K | 2026-Q1 |
| LMR Partners LLP | ADD | 150,000 | 200,000 | +33.3% | $267.0K | 2026-Q1 |
| FEDERATED HERMES, INC. | NEAR_EXIT | 311,099 | 6,969 | -97.8% | $10.7K | 2026-Q1 |
| VANGUARD GROUP INC | ADD | 2,170,066 | 2,968,041 | +36.8% | $3.7M | 2025-Q4 |
| MARSHALL WACE, LLP | DOUBLED | 294,733 | 1,160,351 | +293.7% | $1.4M | 2025-Q4 |
| BlackRock, Inc. | TRIM | 901,555 | 632,065 | -29.9% | $783.8K | 2025-Q4 |
| Mariner, LLC | DOUBLED | 238,930 | 585,632 | +145.1% | $726.2K | 2025-Q4 |
| FEDERATED HERMES, INC. | TRIM | 572,043 | 311,099 | -45.6% | $385.8K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 10,989 | 1,307 | -88.1% | $1.6K | 2025-Q4 |
| NATIONAL BANK OF CANADA /FI/ | NEAR_EXIT | 123,600 | 200 | -99.8% | $248.00 | 2025-Q4 |
| Woodline Partners LP | TRIM | 1,743,834 | 1,300,834 | -25.4% | $2.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 349,647 | 562,968 | +61.0% | $1.1M | 2025-Q3 |
| MARSHALL WACE, LLP | DOUBLED | 34,216 | 294,733 | +761.4% | $595.4K | 2025-Q3 |
| STATE STREET CORP | ADD | 100,665 | 140,115 | +39.2% | $283.0K | 2025-Q3 |
| Marex Group plc | DOUBLED | 45,000 | 100,000 | +122.2% | $202.0K | 2025-Q3 |
| UBS Group AG | TRIM | 247,663 | 94,532 | -61.8% | $191.0K | 2025-Q3 |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 35,411 | 25,339 | -28.4% | $51.2K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 40,924 | 10,989 | -73.1% | $22.2K | 2025-Q3 |
| Mirae Asset Global Investments Co., Ltd. | ADD | 1,451 | 2,301 | +58.6% | $4.6K | 2025-Q3 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 579 | 291 | -49.7% | $588.00 | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 242 | 1 | -99.6% | $3.00 | 2025-Q3 |
| CWM, LLC | NEAR_EXIT | 18,733 | 364 | -98.1% | $1.00 | 2025-Q3 |
| VANGUARD GROUP INC | ADD | 1,378,064 | 1,879,690 | +36.4% | $3.4M | 2025-Q2 |
| Woodline Partners LP | DOUBLED | 240,844 | 1,743,834 | +624.1% | $3.1M | 2025-Q2 |
3 unique insiders with 3 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Faust Elizabeth | Director | AWARD | 196,299 | — | — |
| Apr 1, 2026 | Hitchcock Michael J.M. | Interim CEO | AWARD | 667,477 | — | — |
| Apr 1, 2026 | Erdtmann Rainer M | See Remarks | AWARD | 452,512 | — | — |
5 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 5.4/10.
MIXED
INST-CLUSTER
4/10
A mixed institutional cluster in BMEA for Q3 2024 shows 6 buyers (net +$2.9M) led by Marshall Wace d
Jun 12, 2026
NEUTRAL
8-K
4/10
Biomea Fusion reported Q1 2026 net loss of $12.4M ($0.17/share), narrower than the $29.3M loss ($0.8
May 11, 2026
NEUTRAL
PRESS-RELEASE
5/10
Biomea Fusion reported Q1 2026 net loss of $12.4M ($0.17/share), significantly narrower than the $29
May 11, 2026
BULLISH
8-K
7/10
Biomea Fusion reported positive 52-week Phase 2 COVALENT-112 topline data for icovamenib in type 1 d
Apr 28, 2026
BULLISH
8-K
7/10
Biomea Fusion updated its corporate presentation, highlighting positive clinical data from its Phase
Feb 25, 2026
BULLISH
6/10
Biomea Fusion presented new clinical and translational data for icovamenib at ADA 2026, showing dura
Jun 5, 2026
BULLISH
6/10
Biomea Fusion reported positive 52-week Phase 2 data for icovamenib in type 1 diabetes, showing a 52
Apr 27, 2026
BULLISH
7/10
Biomea Fusion announced the first patient dosed in two Phase II trials (COVALENT-211 and COVALENT-21
Mar 31, 2026
NEUTRAL
3/10
Biomea Fusion, Inc. (BMEA) reported its full-year 2025 financial results and provided a business upd
Mar 24, 2026
Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 5 strong buy, 6 buy, 1 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$6.83 mean target
+484.0% upside
Strong Buy (1.71)
$4.00 Low
$9.00 High
| Metric | Value |
|---|---|
| Current Price | $1.17 |
| Target Low | $4.00 |
| Target Mean | $6.83 |
| Target Median | $7.00 |
| Target High | $9.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (1.71) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.23 | $-0.27 | $-0.18 | 54.7% | -52.6% | 1↑ 0↓ | $0.0B | 0.0% | 4 |
| Next Q 2026-09-30 |
$-0.27 | $-0.34 | $-0.19 | -14.0% | -170.8% | 1↑ 0↓ | $0.0B | 0.0% | 4 |
| Current FY 2026-12-31 |
$-1.08 | $-1.37 | $-0.71 | 29.0% | -12.1% | 2↑ 0↓ | $0.0B | 0.0% | 5 |
| Next FY 2027-12-31 |
$-1.10 | $-1.40 | $-0.86 | -2.1% | -3.8% | 1↑ 1↓ | $0.0B | 0.0% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.231 | |
| 7d ago | $-0.207 | -0.024 |
| 30d ago | $-0.151 | -0.080 |
| 60d ago | $-0.082 | -0.149 |
| 90d ago | $-0.070 | -0.161 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 5, 2026 | Citizens | INITIATE | — | Market Outperform |
| Apr 28, 2026 | D. Boral Capital | MAINTAIN | Buy | Buy |
| Apr 8, 2026 | D. Boral Capital | MAINTAIN | Buy | Buy |
| Mar 27, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | D. Boral Capital | MAINTAIN | Buy | Buy |
| Jan 13, 2026 | D. Boral Capital | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 6 | 1 | 1 | 0 | 85% | |
| May 1, 2026 | 5 | 6 | 1 | 1 | 0 | 85% | |
| Apr 1, 2026 | 5 | 6 | 1 | 1 | 0 | 85% | |
| Mar 1, 2026 | 5 | 6 | 1 | 1 | 0 | 85% | |
| Feb 1, 2026 | 5 | 6 | 1 | 1 | 0 | 85% | |
| Jan 1, 2026 | 5 | 6 | 1 | 1 | 0 | 85% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
63°
Warm
Bearish
Neutral
Bullish
4 mentions
2 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 13, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 13, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
BMEA up 30% - more to come
▲ 1
💬 0
⚡ 0.5
Jun 13, 2026
Clinical Trial
Phase 2 Trial of BMF-219 in Participants With Type 1 Diabetes Mellitus
Phase Phase 2 — TERMINATED
Jun 5, 2026
fda
Biomea Fusion Presents New Clinical and Translational Data for Icovamenib at the American Diabetes Association (“ADA”) 86th Scientific Sessions and Announces Expansion of Ongoing Phase I BMF-650 Study
<p align="center"><em>•Translational data presented at ADA demonstrate icovamenib’s potential to promote muscle preservation and fat reduction, suppor
Jun 5, 2026
short_volume
Short Volume: BMEA — 60.9% short (0.5M / 0.8M)
Short: 502,382 | Exempt: 0 | TRF Vol: 824,930 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: BMEA — 62.8% short (0.6M / 0.9M)
Short: 574,706 | Exempt: 8,625 | TRF Vol: 915,176 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BMEA — 56.4% short (0.3M / 0.6M)
Short: 312,350 | Exempt: 0 | TRF Vol: 553,659 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: BMEA — 55.7% short (0.3M / 0.5M)
Short: 292,217 | Exempt: 10 | TRF Vol: 524,496 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
earnings
Biomea Fusion Reports First Quarter 2026 Financial Results and Corporate Highlights
<p>SAN CARLOS, Calif., May 11, 2026 (GLOBE NEWSWIRE) -- Biomea Fusion, Inc. (“Biomea” or “Biomea Fusion” or “the Company”) (Nasdaq: BMEA), a clinica
May 11, 2026
earnings_calendar
BMEA Q1 2026 Earnings Scheduled — 2026-05-11
May 6, 2026
earnings_calendar
BMEA Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
other
Biomea Fusion Announces Poster Presentations of Icovamenib at the American Diabetes Association (ADA) 86th Scientific Sessions
<p align="left">SAN CARLOS, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Biomea Fusion, Inc. (“Biomea” or “Biomea Fusion” or “the Company”) (Nasdaq: BME
May 4, 2026
earnings_calendar
BMEA Q1 2026 Earnings Scheduled — 2026-05-04
Apr 27, 2026
fda
Biomea Fusion Announces Positive 52-Week Results from Phase 2 COVALENT-112 Trial in Type 1 Diabetes Showing C-Peptide Improvement and Durability Following 12-Weeks of Icovamenib Treatment
<p>SAN CARLOS, Calif., April 27, 2026 (GLOBE NEWSWIRE) -- Biomea Fusion, Inc. (“Biomea” or “Biomea Fusion” or “the Company”) (Nasdaq: BMEA), a clini
Apr 8, 2026
short_interest
FTD: BMEA — 268,842 shares ($0.5M) failed to deliver
Settlement: 20260408, Price: $1.90, FTD Value: $510,799.8, BIOMEA FUSION INC COM (DE)
Apr 6, 2026
earnings_calendar
BMEA Q4 2025 Earnings After Market Close — 2026-04-06
Mar 31, 2026
fda
Biomea Fusion Announces First Patient Dosed in Newly Initiated Phase II Programs Enrolling Type 2 Diabetes Patients Failing on Standard-of-Care Therapies
<p align="center"><em>COVALENT-211 Phase II enrolling insulin-deficient type 2 diabetes patients </em><br><em>COVALENT-212 Phase II enrolling type 2 d
Mar 27, 2026
short_volume
Short Volume: BMEA — 57.0% short (0.5M / 0.9M)
Short: 508,569 | Exempt: 875 | TRF Vol: 892,967 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)