ERAS
Erasca, Inc.
$14.05
+0.29%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$1.7B
Inst. Activity34 buys / 2 sells
Insider Activity0B / 1S
Insider Net $-$1.3M
Reddit Sentiment50° Neutral
SEC Reports7
Press Releases4
Recent Activity
Jun 12, 2026
SEC
17 institutions accumulated $24.5M in Erasca (ERAS) during 2024-Q3 (net +$9.8M vs. Q2), led by Citadel, Dimensional Fund
INST-CLUSTER — Impact 6/10
Jun 11, 2026
SEC
Four institutional investors, led by State Street and Morgan Stanley, added $20.7M in ERAS positions during Q4 2025, whi
INST-CLUSTER — Impact 3/10
Jun 11, 2026
SEC
Three large passive/asset manager institutions trimmed their Erasca positions in 2025-Q3, while two firms (Invesco and R
INST-CLUSTER — Impact 4/10
Jun 10, 2026
short_volume
Short Volume: ERAS — 70.2% short (0.8M / 1.2M)
Short: 834,410 | Exempt: 38 | TRF Vol: 1,189,035 | Short Ratio: 70.2% | Off-exchange volume (dark po
Apr 1, 2026
Insider
Garner Ebun acquired via exercise 80,000 shares
Chief Legal Officer @ $1.70 ($136.0K)
Apr 1, 2026
Insider
Garner Ebun sold 80,000 shares
Chief Legal Officer @ $16.40 ($1.3M)
Mar 4, 2026
Insider
Morris Shannon acquired via exercise 20,000 shares
Chief Medical Officer @ $1.70 ($34.0K)
Inst.
BlackRock, Inc. — ADD
20,151,406 shares ($326.0M)
Price Targets
$21.00
+49.5% upside
Strong Buy
Current $14.05
Low $12.00
Median $20.50
High $30.00
10 analysts
$12.00
$30.00
Analyst Ratings
5Strong Buy
9Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | B of A Securities | UPGRADE | Underperform → Neutral |
| May 12, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Apr 27, 2026 | Stifel | MAINTAIN | Buy → Buy |
| Mar 18, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Mar 16, 2026 | Guggenheim | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.12 ▼ -7.4% | $-0.13 — $-0.11 | 4% YoY | 8 |
| Next Q | $-0.12 ▼ -10.3% | $-0.14 — $-0.11 | -12% YoY | 8 |
| Current FY | $-0.97 ▼ -70.9% | $-1.01 — $-0.93 | -119% YoY | 8 |
| Next FY | $-0.57 ▼ -1.9% | $-0.72 — $-0.50 | 41% YoY | 8 |
Latest Reports
BULLISH
INST-CLUSTER
6/10
17 institutions accumulated $24.5M in Erasca (ERAS) during 2024-Q3 (net +$9.8M vs. Q2), led by Citadel, Dimensional Fund
Jun 12, 2026
NEUTRAL
INST-CLUSTER
3/10
Four institutional investors, led by State Street and Morgan Stanley, added $20.7M in ERAS positions during Q4 2025, whi
Jun 11, 2026
NEUTRAL
Press
4/10
Erasca announced a clinical trial collaboration with Merck to evaluate its pan-RAS molecular glue ERAS-0015 in combinati
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $326.0M | ADD |
| RTW INVESTMENTS, LP | $261.4M | DOUBLED |
| VANGUARD CAPITAL MANAGEMENT LLC | $182.0M | — |
| STATE STREET CORP | $150.5M | ADD |
| BALYASNY ASSET MANAGEMENT L.P. | $83.2M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 1, 2026 | Garner Ebun | M | $136.0K |
| Apr 1, 2026 | Garner Ebun | SELL | $1.3M |
| Mar 4, 2026 | Morris Shannon | M | $34.0K |
| Jan 29, 2026 | Morris Shannon | A | $0.00 |
| Jan 29, 2026 | Garner Ebun | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $1.7B total value (105,723,318 shares) as of 2026-Q1. Top holders: BlackRock,, RTW, VANGUARD. Net buying activity: 34 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20,151,406 | $326.0M | 19.4% | ADD +29.2% |
| 2 | RTW INVESTMENTS, LP | 16,157,175 | $261.4M | 15.6% | DOUBLED +10917.4% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 11,249,738 | $182.0M | 10.9% | — |
| 4 | STATE STREET CORP | 9,300,084 | $150.5M | 9.0% | ADD +50.6% |
| 5 | BALYASNY ASSET MANAGEMENT L.P. | 5,143,985 | $83.2M | 5.0% | DOUBLED +5145.1% |
| 6 | GOLDMAN SACHS GROUP INC | 4,875,186 | $78.9M | 4.7% | — |
| 7 | JANUS HENDERSON GROUP PLC | 3,710,966 | $60.0M | 3.6% | NEW |
| 8 | BANK OF AMERICA CORP /DE/ | 3,055,897 | $49.4M | 2.9% | ADD +89.6% |
| 9 | Woodline Partners LP | 2,831,538 | $45.8M | 2.7% | ADD +46.7% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2,100,000 | $34.0M | 2.0% | NEW |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,898,224 | $30.7M | 1.8% | — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1,786,389 | $28.9M | 1.7% | ADD +29.4% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,773,757 | $28.7M | 1.7% | — |
| 14 | VICTORY CAPITAL MANAGEMENT INC | 1,654,497 | $26.8M | 1.6% | DOUBLED +8896.2% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 1,537,915 | $24.9M | 1.5% | — |
| 16 | FMR LLC | 1,490,080 | $24.1M | 1.4% | ADD +90.5% |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 1,398,869 | $22.6M | 1.3% | ADD +64.6% |
| 18 | D. E. Shaw & Co., Inc. | 1,219,534 | $19.7M | 1.2% | — |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,161,500 | $18.8M | 1.1% | — |
| 20 | MORGAN STANLEY | 989,210 | $16.0M | 1.0% | DOUBLED +201.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 15,597,330 | 20,151,406 | +29.2% | $326.0M | 2026-Q1 |
| RTW INVESTMENTS, LP | DOUBLED | 146,651 | 16,157,175 | +10917.4% | $261.4M | 2026-Q1 |
| STATE STREET CORP | ADD | 6,174,642 | 9,300,084 | +50.6% | $150.5M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 98,073 | 5,143,985 | +5145.1% | $83.2M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | NEW | — | 3,710,966 | — | $60.0M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,611,850 | 3,055,897 | +89.6% | $49.4M | 2026-Q1 |
| Woodline Partners LP | ADD | 1,930,642 | 2,831,538 | +46.7% | $45.8M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 2,100,000 | — | $34.0M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 18,391 | 1,654,497 | +8896.2% | $26.8M | 2026-Q1 |
| FMR LLC | ADD | 521,455 | 1,490,080 | +90.5% | $24.1M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 850,100 | 1,398,869 | +64.6% | $22.6M | 2026-Q1 |
| Holocene Advisors, LP | NEW | — | 760,722 | — | $12.3M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 329,795 | 759,932 | +130.4% | $12.3M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEW | — | 693,309 | — | $11.2M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | NEW | — | 670,597 | — | $10.9M | 2026-Q1 |
| ExodusPoint Capital Management, LP | TRIM | 1,490,967 | 575,715 | -61.4% | $9.3M | 2026-Q1 |
| Nuveen, LLC | ADD | 424,713 | 543,021 | +27.9% | $8.8M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 61,960 | 426,526 | +588.4% | $6.9M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 12,755 | 416,715 | +3167.1% | $6.7M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | ADD | 229,840 | 394,260 | +71.5% | $6.4M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 33,187 | 253,554 | +664.0% | $4.1M | 2026-Q1 |
| Rafferty Asset Management, LLC | ADD | 131,019 | 251,963 | +92.3% | $4.1M | 2026-Q1 |
| RHUMBLINE ADVISERS | ADD | 189,012 | 242,636 | +28.4% | $3.9M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 54,769 | 216,614 | +295.5% | $3.5M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 121,977 | 163,326 | +33.9% | $2.6M | 2026-Q1 |
5 unique insiders with 9 transactions. Net insider value: -$1.3M ($0.00 bought, $1.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | EXERCISE | 80,000 | $1.70 | $136.0K |
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | SELL | 80,000 | $16.40 | $1.3M |
| Mar 4, 2026 | Morris Shannon | Chief Medical Officer | EXERCISE | 20,000 | $1.70 | $34.0K |
| Jan 29, 2026 | Morris Shannon | Chief Medical Officer | AWARD | 625,000 | — | — |
| Jan 29, 2026 | Garner Ebun | General Counsel & Corp. Sec. | AWARD | 560,000 | — | — |
| Jan 29, 2026 | Chacko David M. | CFO and CBO | AWARD | 640,000 | — | — |
| Jan 29, 2026 | Varney Michael David | Director | AWARD | 96,000 | — | — |
| Jan 29, 2026 | Lim Jonathan E | Chairman & CEO | AWARD | 2,000,000 | — | — |
| Dec 15, 2025 | Chacko David M. | CFO and CBO | J | 17,793 | $1.19 | $21.3K |
7 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 2 mixed, 2 neutral. Avg impact: 5.1/10.
BULLISH
INST-CLUSTER
6/10
17 institutions accumulated $24.5M in Erasca (ERAS) during 2024-Q3 (net +$9.8M vs. Q2), led by Citad
Jun 12, 2026
NEUTRAL
INST-CLUSTER
3/10
Four institutional investors, led by State Street and Morgan Stanley, added $20.7M in ERAS positions
Jun 11, 2026
MIXED
INST-CLUSTER
4/10
Three large passive/asset manager institutions trimmed their Erasca positions in 2025-Q3, while two
Jun 11, 2026
NEUTRAL
DEFA14A
2/10
Erasca filed definitive additional proxy materials (DEFA14A) for its June 26, 2026 Annual Meeting. T
Apr 28, 2026
BULLISH
8-K
7/10
Erasca announced positive preliminary Phase 1 data for its pan-RAS molecular glue ERAS-0015, showing
Apr 27, 2026
MIXED
8-K
7/10
Erasca disclosed preliminary Phase 1 data for its RAS-targeting drug ERAS-0015 while simultaneously
Apr 27, 2026
BULLISH
8-K
7/10
Erasca, Inc. updated guidance, narrowing the expected timing for the Phase 1 monotherapy data readou
Apr 21, 2026
NEUTRAL
4/10
Erasca announced a clinical trial collaboration with Merck to evaluate its pan-RAS molecular glue ER
May 11, 2026
BULLISH
8/10
Erasca reported highly positive preliminary Phase 1 data for pan-RAS inhibitor ERAS-0015, showing 62
Apr 27, 2026
MIXED
6/10
Erasca reported fourth quarter and full year 2025 financial results, highlighted by reduced net loss
Mar 12, 2026
MIXED
5/10
Erasca has entered into a clinical trial collaboration with Tango Therapeutics to evaluate its pan-R
Mar 5, 2026
Current analyst consensus: Strong Buy (82% buy). Based on 17 analysts: 5 strong buy, 9 buy, 2 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$21.00 mean target
+49.5% upside
Strong Buy (1.60)
$12.00 Low
$30.00 High
| Metric | Value |
|---|---|
| Current Price | $14.05 |
| Target Low | $12.00 |
| Target Mean | $21.00 |
| Target Median | $20.50 |
| Target High | $30.00 |
| # Analysts | 10 |
| Recommendation | Strong Buy (1.60) |
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 |
$-0.12 | $-0.13 | $-0.11 | 3.8% | -7.4% | 0↑ 2↓ | $0.0B | 0.0% | 8 |
| Next Q 2026-09-30 |
$-0.12 | $-0.14 | $-0.11 | -12.3% | -10.3% | 0↑ 3↓ | $0.0B | 0.0% | 8 |
| Current FY 2026-12-31 |
$-0.97 | $-1.01 | $-0.93 | -119.5% | -70.9% | 0↑ 7↓ | $0.0B | 0.0% | 8 |
| Next FY 2027-12-31 |
$-0.57 | $-0.72 | $-0.50 | 40.5% | -1.9% | 2↑ 5↓ | $0.0B | 0.0% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.115 | |
| 7d ago | $-0.115 | |
| 30d ago | $-0.107 | -0.008 |
| 60d ago | $-0.107 | -0.008 |
| 90d ago | $-0.115 | -0.000 |
8 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | B of A Securities | UPGRADE | Underperform | Neutral |
| May 12, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Apr 27, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Mar 18, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 16, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Mar 13, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Mar 13, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 13, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Mar 6, 2026 | Clear Street | MAINTAIN | Buy | Buy |
| Jan 26, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Jan 16, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jan 13, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Jan 7, 2026 | Piper Sandler | INITIATE | — | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| May 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Apr 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Mar 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Feb 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Jan 1, 2026 | 5 | 7 | 2 | 1 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 25, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Jun 10, 2026
short_volume
Short Volume: ERAS — 70.2% short (0.8M / 1.2M)
Short: 834,410 | Exempt: 38 | TRF Vol: 1,189,035 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ERAS — 70.5% short (1.6M / 2.2M)
Short: 1,558,773 | Exempt: 5,989 | TRF Vol: 2,211,787 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: ERAS — 67.2% short (0.6M / 0.9M)
Short: 634,161 | Exempt: 10,745 | TRF Vol: 943,490 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: ERAS — 67.6% short (0.6M / 0.9M)
Short: 575,629 | Exempt: 6,647 | TRF Vol: 851,494 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: ERAS — 65.8% short (0.7M / 1.1M)
Short: 722,854 | Exempt: 9,550 | TRF Vol: 1,098,336 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: ERAS — 56.2% short (0.6M / 1.1M)
Short: 641,210 | Exempt: 6,011 | TRF Vol: 1,140,780 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: ERAS — 76.4% short (0.9M / 1.2M)
Short: 893,026 | Exempt: 23,442 | TRF Vol: 1,168,240 | Short Ratio: 76.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ERAS — 61.9% short (0.8M / 1.3M)
Short: 812,047 | Exempt: 310 | TRF Vol: 1,311,874 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
earnings
Erasca Reports First Quarter 2026 Business Updates and Financial Results
<p align="center"><em>Robust monotherapy efficacy and generally well-tolerated safety results observed during dose escalation for ERAS-0015 in both KR
May 11, 2026
fda
Erasca Announces Clinical Trial Collaboration and Supply Agreement with Merck to Evaluate ERAS-0015 in Combination with KEYTRUDA® (Pembrolizumab)
ERAS-0015, a potentially best-in-class pan-RAS molecular glue, is being evaluated in combination with pembrolizumab <pre>ERAS-0015, a potentially best
May 11, 2026
earnings_calendar
ERAS Q1 2026 Earnings After Market Close — 2026-05-11
May 7, 2026
earnings_calendar
ERAS Q1 2026 Earnings After Market Close — 2026-05-07
Apr 30, 2026
short_interest
FTD: ERAS — 77,114 shares ($0.7M) failed to deliver
Settlement: 20260430, Price: $9.11, FTD Value: $702,508.54, ERASCA INC COM (DE)
Apr 28, 2026
short_interest
FTD: ERAS — 69,468 shares ($1.3M) failed to deliver
Settlement: 20260428, Price: $19.15, FTD Value: $1,330,312.2, ERASCA INC COM (DE)
Apr 27, 2026
fda
Erasca Announces Positive Preliminary Phase 1 Dose Escalation Data for Potentially Best-in-Class Pan-RAS Molecular Glue ERAS-0015 in KRAS-Mutant Solid Tumors
<p align="center"><em>Robust monotherapy efficacy in KRAS G12X NSCLC: 62% uORR in 2L+ and 75% uORR in post-ICI/platinum 2/3L at 16-32 mg QD PAD, and 6
Apr 1, 2026
Clinical Trial
A Study of ERAS-007 in Patients With Advanced Gastrointestinal Malignancies
Phase Phase 2 — COMPLETED