EIKN

Eikon Therapeutics, Inc.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0001861123
$8.75 +2.70% $473.7M
Insider Buying Cluster (5 insiders)3 New Institutional Positions
Vol
Market Cap$473.7M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders27 funds
Inst. Value$139.4M
Inst. Activity3 buys / 0 sells
Insider Activity5B / 0S
Insider Net $$33.9M
SEC Reports2
Press Releases1
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001861123·Prev Close $8.52

Recent Activity

Jun 10, 2026 SEC
Eikon Therapeutics appointed Ma. Fatima D. Francisco as a Class I director effective June 15, 2026, with standard non-em
8-K — Impact 2/10
Jun 1, 2026 SEC
Eikon Therapeutics presented updated Phase 2 data for EIK1001 (TLR7/8 agonist) in first-line NSCLC at ASCO 2026, showing
8-K — Impact 5/10
Mar 2, 2026 Insider
Klobuchar Michael A was granted 87,157 shares
Chief Operating Officer
Mar 2, 2026 Insider
Thorner Benjamin Bruno was granted 67,044 shares
See Remarks
Mar 2, 2026 Insider
Baynes Roy D. was granted 134,088 shares
Chief Medical Officer
Inst.
FMR LLC — NEW
3,836,830 shares ($40.6M)
Inst.
BlackRock, Inc. — NEW
3,319,379 shares ($35.1M)
May 30, 2026 Press
Eikon Therapeutics presented updated Phase 2 data for EIK1001 (TLR7/8 agonist) in first-line NSCLC at ASCO 2026, showing
Impact 5/10

Price Targets

$24.80 +183.4% upside Strong Buy
Current $8.75 Low $5.00 Median $29.00 High $32.00 5 analysts
$5.00 $32.00

Analyst Ratings

Strong Buy83% buy · 12 analysts
3Strong Buy
7Buy
1Hold
0Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 12, 2026 Wedbush MAINTAIN Underperform → Underperform
Mar 31, 2026 Wedbush REITERATE Underperform → Underperform
Mar 2, 2026 Cantor Fitzgerald INITIATE Overweight
Mar 2, 2026 JP Morgan INITIATE Overweight
Mar 2, 2026 B of A Securities INITIATE Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-1.46 $-1.64 — $-1.13 4
Next Q $-1.56 $-1.77 — $-1.18 4
Current FY $-6.35 ▼ -9.4% $-6.82 — $-5.35 94% YoY 5
Next FY $-6.19 ▼ -9.2% $-7.86 — $-4.86 3% YoY 5

Latest Reports

NEUTRAL 8-K 2/10
Eikon Therapeutics appointed Ma. Fatima D. Francisco as a Class I director effective June 15, 2026, with standard non-em
Jun 10, 2026
NEUTRAL 8-K 5/10
Eikon Therapeutics presented updated Phase 2 data for EIK1001 (TLR7/8 agonist) in first-line NSCLC at ASCO 2026, showing
Jun 1, 2026
NEUTRAL Press 5/10
Eikon Therapeutics presented updated Phase 2 data for EIK1001 (TLR7/8 agonist) in first-line NSCLC at ASCO 2026, showing
May 30, 2026

Top Institutional Holders

FundValueMove
FMR LLC$40.6MNEW
BlackRock, Inc.$35.1MNEW
Capital World Investors$12.1MNEW
ALLIANCEBERNSTEIN L.P.$10.8M—
VANGUARD CAPITAL MANAGEMENT LLC$10.3M—

Recent Insider Trades

DateInsiderTypeValue
Mar 2, 2026Klobuchar MichaelA$0.00
Mar 2, 2026Thorner BenjaminA$0.00
Mar 2, 2026Baynes RoyA$0.00
Mar 2, 2026FRAZIER KENNETHA$0.00
Mar 2, 2026Huffines RobertA$0.00
27 institutional holders with $139.4M total value (14,146,311 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, Capital. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC3,836,830$40.6M29.1%NEW
2BlackRock, Inc.3,319,379$35.1M25.2%NEW
3Capital World Investors1,143,637$12.1M8.7%NEW
4ALLIANCEBERNSTEIN L.P.1,022,188$10.8M7.8%—
5VANGUARD CAPITAL MANAGEMENT LLC969,431$10.3M7.4%—
6BAKER BROS. ADVISORS LP555,555$5.9M4.2%—
7CANADA PENSION PLAN INVESTMENT BOARD379,024$4.0M2.9%—
8FRANKLIN RESOURCES INC350,000$3.7M2.7%—
9CITADEL ADVISORS LLC310,000$3.3M2.4%—
10WELLINGTON MANAGEMENT GROUP LLP185,000$2.0M1.4%—
11Blackstone Inc.168,338$1.8M1.3%—
12BNP Paribas Asset Management Holding S.A.140,344$1.5M1.1%—
13VANGUARD FIDUCIARY TRUST CO131,954$1.4M1.0%—
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC131,079$1.4M1.0%—
15GOLDMAN SACHS GROUP INC129,306$1.4M1.0%—
16LMR Partners LLP115,000$1.2M0.9%—
17BANK OF AMERICA CORP /DE/86,134$911.3K0.7%—
18TD ASSET MANAGEMENT INC57,074$603.8K0.4%—
19STATE STREET CORP40,150$424.8K0.3%—
20MANUFACTURERS LIFE INSURANCE COMPANY, THE28,623$302.8K0.2%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCNEW—3,836,830—$40.6M2026-Q1
BlackRock, Inc.NEW—3,319,379—$35.1M2026-Q1
Capital World InvestorsNEW—1,143,637—$12.1M2026-Q1
11 unique insiders with 43 transactions. Net insider value: $33.9M ($33.9M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 2, 2026Klobuchar Michael AChief Operating OfficerAWARD87,157——
Mar 2, 2026Thorner Benjamin BrunoSee RemarksAWARD67,044——
Mar 2, 2026Baynes Roy D.Chief Medical OfficerAWARD134,088——
Mar 2, 2026FRAZIER KENNETH CDirectorAWARD25,873——
Mar 2, 2026Huffines Robert LutherDirectorAWARD25,873——
Mar 2, 2026PERLMUTTER ROGER MSee remarksAWARD268,176——
Mar 2, 2026Bowie Alfred Lloyd Jr.Chief Financial OfficerAWARD67,044——
Feb 6, 2026Lux Venture Partners V, LLCDirectorCONVERT10,266,152——
Feb 6, 2026Lux Venture Partners V, LLCDirectorCONVERT1,450,614——
Feb 6, 2026Lux Venture Partners V, LLCDirectorCONVERT303,360——
Feb 6, 2026Lux Venture Partners V, LLCDirectorCONVERT5,289,322——
Feb 6, 2026Lux Venture Partners V, LLCDirectorCONVERT796,380——
Feb 6, 2026Lux Venture Partners V, LLCDirectorCONVERT7,807,026——
Feb 6, 2026Lux Venture Partners V, LLCDirectorCONVERT10,000,000——
Feb 6, 2026Lux Venture Partners V, LLCDirectorCONVERT2,387,705——
Feb 6, 2026Wolfe JoshDirectorCONVERT10,266,152——
Feb 6, 2026PERLMUTTER ROGER MSee remarksCONVERT284,857——
Feb 6, 2026PERLMUTTER ROGER MSee remarksCONVERT1,268,891——
Feb 6, 2026PERLMUTTER ROGER MSee remarksCONVERT855,512——
Feb 6, 2026Column Group IV GP, LP10%+ OwnerCONVERT1,296,629——
Feb 6, 2026Column Group IV GP, LP10%+ OwnerBUY1,437,323$18.00$25.9M
Feb 6, 2026Column Group IV GP, LP10%+ OwnerCONVERT9,670,000——
Feb 6, 2026Column Group IV GP, LP10%+ OwnerCONVERT10,467,526——
Feb 6, 2026Column Group IV GP, LP10%+ OwnerCONVERT827,278——
Feb 6, 2026Column Group IV GP, LP10%+ OwnerCONVERT5,133,076——
Feb 6, 2026Wolfe JoshDirectorCONVERT2,387,705——
Feb 6, 2026Wolfe JoshDirectorCONVERT10,000,000——
Feb 6, 2026Wolfe JoshDirectorCONVERT7,807,026——
Feb 6, 2026Wolfe JoshDirectorCONVERT796,380——
Feb 6, 2026Wolfe JoshDirectorCONVERT5,289,322——
Feb 6, 2026Wolfe JoshDirectorCONVERT303,360——
Feb 6, 2026Wolfe JoshDirectorCONVERT1,450,614——
Feb 4, 2026FRAZIER KENNETH CDirectorBUY111,111$18.00$2.0M
Feb 4, 2026Foresite Capital Management IV, LLC10%+ OwnerCONVERT1,340,878——
Feb 4, 2026Foresite Capital Management IV, LLC10%+ OwnerBUY55,555$18.00$1000.0K
Feb 4, 2026Foresite Capital Management IV, LLC10%+ OwnerCONVERT10,000,000——
Feb 4, 2026Foresite Capital Management IV, LLC10%+ OwnerCONVERT2,502,252——
Feb 4, 2026Foresite Capital Management IV, LLC10%+ OwnerCONVERT282,317——
Feb 4, 2026Foresite Capital Management IV, LLC10%+ OwnerCONVERT12,123——
Feb 4, 2026Foresite Capital Management IV, LLC10%+ OwnerCONVERT501,219——
Feb 4, 2026Foresite Capital Management IV, LLC10%+ OwnerCONVERT1,711,025——
Feb 4, 2026Wolfe JoshDirectorBUY138,888$18.00$2.5M
Feb 4, 2026Lux Venture Partners V, LLCDirectorBUY138,888$18.00$2.5M
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.5/10.
NEUTRAL 8-K 2/10
Eikon Therapeutics appointed Ma. Fatima D. Francisco as a Class I director effective June 15, 2026,
Jun 10, 2026
NEUTRAL 8-K 5/10
Eikon Therapeutics presented updated Phase 2 data for EIK1001 (TLR7/8 agonist) in first-line NSCLC a
Jun 1, 2026
NEUTRAL 5/10
Eikon Therapeutics presented updated Phase 2 data for EIK1001 (TLR7/8 agonist) in first-line NSCLC a
May 30, 2026
Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 3 strong buy, 7 buy, 1 hold, 0 sell, 1 strong sell.

Analyst Price Targets

$24.80 mean target +183.4% upside Strong Buy (2.00)
$5.00 Low $32.00 High
MetricValue
Current Price$8.75
Target Low$5.00
Target Mean$24.80
Target Median$29.00
Target High$32.00
# Analysts5
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-1.46 $-1.64 $-1.13 — — 1↑ 0↓ $0.0B — 4
Next Q
2026-09-30
 $-1.56 $-1.77 $-1.18 — — 1↑ 0↓ $0.0B — 4
Current FY
2026-12-31
 $-6.35 $-6.82 $-5.35 94.5% -9.4% 1↑ 2↓ $0.0B 0.0% 5
Next FY
2027-12-31
 $-6.19 $-7.86 $-4.86 2.6% -9.2% 1↑ 1↓ $0.0B 0.0% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-1.461
7d ago$-1.283-0.179
30d ago$0.000-1.461
60d ago$0.000-1.461
90d ago$-1.275-0.186
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 6 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2026 Wedbush MAINTAIN Underperform Underperform
Mar 31, 2026 Wedbush REITERATE Underperform Underperform
Mar 2, 2026 Cantor Fitzgerald INITIATE — Overweight
Mar 2, 2026 JP Morgan INITIATE — Overweight
Mar 2, 2026 B of A Securities INITIATE — Buy
Mar 2, 2026 Mizuho INITIATE — Outperform
Mar 2, 2026 Morgan Stanley INITIATE — Overweight
Feb 26, 2026 Wedbush INITIATE — Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263710183%
May 1, 20263710183%
Apr 1, 20263710183%
Strong BuyBuyHoldSellStrong Sell
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May 30, 2026
fda
Eikon Therapeutics Presents Data on Clinical-Stage Programs at the 2026 Annual Meeting of the American Society of Clinical Oncology
<p>MILLBRAE, Calif., May 30, 2026 (GLOBE NEWSWIRE) -- Eikon Therapeutics, Inc. (Nasdaq: EIKN) (Eikon), a late-stage clinical biopharmaceutical compa
May 21, 2026
routine
Eikon Therapeutics Announces Availability of Six Abstracts for Presentation at the 2026 Annual Meeting of the American Society of Clinical Oncology
The six accepted presentations highlight clinical progress across Eikon’s pipeline.
Mar 30, 2026
earnings
Eikon Therapeutics Announces Fourth Quarter and Full Year 2025 Financial Results and Provides Clinical and Corporate Updates
Eikon Therapeutics Announces Fourth Quarter and Full Year 2025 Financial Results and Provides Clinical and Corporate Updates
Mar 25, 2026
short_interest
FTD: EIKN — 86,545 shares ($1.0M) failed to deliver
Settlement: 20260325, Price: $11.06, FTD Value: $957,187.7, EIKON THERAPEUTICS INC COM
Mar 24, 2026
short_interest
FTD: EIKN — 84,823 shares ($1.0M) failed to deliver
Settlement: 20260324, Price: $11.71, FTD Value: $993,277.33, EIKON THERAPEUTICS INC COM
Mar 23, 2026
short_interest
FTD: EIKN — 56,099 shares ($0.7M) failed to deliver
Settlement: 20260323, Price: $11.82, FTD Value: $663,090.18, EIKON THERAPEUTICS INC COM
Feb 6, 2026
short_interest
FTD: EIKN — 38,773 shares ($0.6M) failed to deliver
Settlement: 20260206, Price: $15.00, FTD Value: $581,595, EIKON THERAPEUTICS INC COM