GLUE
Monte Rosa Therapeutics, Inc.
$18.24
+6.64%
$1.5B
No data for this timeframe.
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders50 funds
Inst. Value$476.5M
Inst. Activity24 buys / 4 sells
Insider Activity0B / 11S
Insider Net $-$1.1M
Reddit Sentiment50° Neutral
SEC Reports6
Press Releases4
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001826457·Prev Close $17.10
Recent Activity
Jun 12, 2026
short_volume
Short Volume: GLUE — 72.7% short (0.4M / 0.5M)
Short: 372,982 | Exempt: 0 | TRF Vol: 513,196 | Short Ratio: 72.7% | Off-exchange volume (dark pool
Jun 11, 2026
Insider
Behbahani Ali was granted 25,800 shares
Director
Jun 2, 2026
SEC
Three top executives at Monte Rosa Therapeutics (CEO, CSO, COO) sold a combined $260K in open-market sales over a 7-day
CLUSTER — Impact 3/10
Jun 2, 2026
Press
Monte Rosa Therapeutics granted inducement equity awards totaling 20,050 stock options and 4,400 RSUs to four new non-ex
Impact 2/10
Jun 1, 2026
SEC
Two C-suite insiders at Monte Rosa Therapeutics sold a combined $163K in open-market sales within a week, with the CSO e
CLUSTER — Impact 3/10
Jun 1, 2026
Insider
Warmuth Markus sold 4,998 shares
President & CEO @ $19.41 ($97.0K)
May 29, 2026
Insider
Townson Sharon acquired via exercise 6,000 shares
Chief Scientific Officer @ $6.14 ($36.8K)
May 7, 2026
SEC
Monte Rosa reported Q1 2026 collaboration revenue of $4.2M (down 95% YoY from $84.9M) and a net loss of $44.5M vs $46.9M
8-K — Impact 5/10
Price Targets
$32.33
+77.3% upside
Strong Buy
Current $18.24
Low $29.00
Median $30.50
High $37.00
6 analysts
$29.00
$37.00
Analyst Ratings
5Strong Buy
9Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Mar 18, 2026 | Guggenheim | MAINTAIN | Buy → Buy |
| Mar 18, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Jan 14, 2026 | Piper Sandler | REITERATE | Overweight → Overweight |
| Jan 8, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.37 ▼ -1.1% | $-0.53 — $0.04 | -143% YoY | 7 |
| Next Q | $-0.38 ▲ +1.0% | $-0.60 — $0.11 | -15% YoY | 7 |
| Current FY | $-1.59 ▼ -10.8% | $-2.24 — $-0.24 | -246% YoY | 7 |
| Next FY | $-1.81 ▼ -8.6% | $-2.91 — $0.36 | -14% YoY | 7 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Three top executives at Monte Rosa Therapeutics (CEO, CSO, COO) sold a combined $260K in open-market sales over a 7-day
Jun 2, 2026
NEUTRAL
Press
2/10
Monte Rosa Therapeutics granted inducement equity awards totaling 20,050 stock options and 4,400 RSUs to four new non-ex
Jun 2, 2026
NEUTRAL
CLUSTER
3/10
Two C-suite insiders at Monte Rosa Therapeutics sold a combined $163K in open-market sales within a week, with the CSO e
Jun 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $92.7M | ADD |
| BAKER BROS. ADVISORS LP | $71.5M | — |
| STATE STREET CORP | $55.2M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $51.0M | — |
| MARSHALL WACE, LLP | $23.6M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 11, 2026 | Behbahani Ali | A | $0.00 |
| Jun 1, 2026 | Warmuth Markus | SELL | $97.0K |
| May 29, 2026 | Townson Sharon | M | $36.8K |
| May 29, 2026 | Townson Sharon | SELL | $119.2K |
| May 27, 2026 | Champoux Jennifer | M | $8.7K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $476.5M total value (28,968,943 shares) as of 2026-Q1. Top holders: BlackRock,, BAKER, STATE. Net buying activity: 24 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,637,684 | $92.7M | 19.5% | ADD +34.8% |
| 2 | BAKER BROS. ADVISORS LP | 4,345,736 | $71.5M | 15.0% | — |
| 3 | STATE STREET CORP | 3,353,980 | $55.2M | 11.6% | ADD +59.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3,100,245 | $51.0M | 10.7% | — |
| 5 | MARSHALL WACE, LLP | 1,433,152 | $23.6M | 4.9% | DOUBLED +259.3% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1,041,372 | $17.1M | 3.6% | ADD +83.2% |
| 7 | FMR LLC | 1,024,304 | $16.8M | 3.5% | TRIM -53.8% |
| 8 | GOLDMAN SACHS GROUP INC | 1,001,527 | $16.5M | 3.5% | — |
| 9 | JANUS HENDERSON GROUP PLC | 685,926 | $11.3M | 2.4% | NEW |
| 10 | MORGAN STANLEY | 684,063 | $11.3M | 2.4% | — |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 647,739 | $10.7M | 2.2% | DOUBLED +110.5% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 546,689 | $9.0M | 1.9% | — |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 515,966 | $8.5M | 1.8% | — |
| 14 | VANGUARD FIDUCIARY TRUST CO | 407,078 | $6.7M | 1.4% | — |
| 15 | Allspring Global Investments Holdings, LLC | 392,227 | $6.5M | 1.4% | DOUBLED +1355.1% |
| 16 | BANK OF AMERICA CORP /DE/ | 387,542 | $6.4M | 1.3% | ADD +73.3% |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 379,100 | $6.2M | 1.3% | TRIM -35.7% |
| 18 | TD ASSET MANAGEMENT INC | 286,978 | $4.7M | 1.0% | ADD +34.4% |
| 19 | BALYASNY ASSET MANAGEMENT L.P. | 256,731 | $4.2M | 0.9% | — |
| 20 | CITADEL ADVISORS LLC | 254,518 | $4.2M | 0.9% | TRIM -34.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 4,181,161 | 5,637,684 | +34.8% | $92.7M | 2026-Q1 |
| STATE STREET CORP | ADD | 2,107,480 | 3,353,980 | +59.1% | $55.2M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 398,890 | 1,433,152 | +259.3% | $23.6M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 568,367 | 1,041,372 | +83.2% | $17.1M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | NEW | — | 685,926 | — | $11.3M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 307,651 | 647,739 | +110.5% | $10.7M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | DOUBLED | 26,955 | 392,227 | +1355.1% | $6.5M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 223,571 | 387,542 | +73.3% | $6.4M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | ADD | 213,464 | 286,978 | +34.4% | $4.7M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 134,674 | 209,801 | +55.8% | $3.5M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 85,231 | 199,722 | +134.3% | $3.3M | 2026-Q1 |
| Nuveen, LLC | TRIM | 285,859 | 120,872 | -57.7% | $2.0M | 2026-Q1 |
| Rafferty Asset Management, LLC | ADD | 67,438 | 104,621 | +55.1% | $1.7M | 2026-Q1 |
| Invesco Ltd. | TRIM | 362,213 | 102,197 | -71.8% | $1.7M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 26,382 | 82,339 | +212.1% | $1.4M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 59,668 | 77,681 | +30.2% | $1.3M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 19,628 | 74,197 | +278.0% | $1.2M | 2026-Q1 |
| Trexquant Investment LP | TRIM | 149,712 | 49,179 | -67.2% | $809.0K | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 33,108 | 47,862 | +44.6% | $787.3K | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 122,164 | 35,997 | -70.5% | $592.2K | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 25,552 | 35,795 | +40.1% | $582.0K | 2026-Q1 |
| MetLife Investment Management, LLC | ADD | 26,187 | 33,409 | +27.6% | $549.6K | 2026-Q1 |
| Legal & General Group Plc | DOUBLED | 4,245 | 24,319 | +472.9% | $400.0K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 4,318 | 7,388 | +71.1% | $121.5K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 5,118,904 | 6,720,188 | +31.3% | $110.5K | 2026-Q1 |
9 unique insiders with 20 transactions. Net insider value: -$1.1M ($0.00 bought, $1.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | Behbahani Ali | Director | AWARD | 25,800 | — | — |
| Jun 1, 2026 | Warmuth Markus | President & CEO | SELL | 4,998 | $19.41 | $97.0K |
| May 29, 2026 | Townson Sharon | Chief Scientific Officer | EXERCISE | 6,000 | $6.14 | $36.8K |
| May 29, 2026 | Townson Sharon | Chief Scientific Officer | SELL | 6,000 | $19.87 | $119.2K |
| May 27, 2026 | Champoux Jennifer | Chief Operating Officer | EXERCISE | 2,175 | $3.98 | $8.7K |
| May 27, 2026 | Champoux Jennifer | Chief Operating Officer | SELL | 2,175 | $20.00 | $43.5K |
| May 22, 2026 | Champoux Jennifer | Chief Operating Officer | SELL | 2,176 | $19.00 | $41.3K |
| May 22, 2026 | Champoux Jennifer | Chief Operating Officer | EXERCISE | 2,176 | $3.98 | $8.7K |
| May 21, 2026 | Manning Anthony M. | Director | SELL | 10,000 | $18.01 | $180.1K |
| May 21, 2026 | Manning Anthony M. | Director | EXERCISE | 10,000 | $4.16 | $41.6K |
| May 1, 2026 | Warmuth Markus | President & CEO | SELL | 5,467 | $18.92 | $103.4K |
| Apr 14, 2026 | Warmuth Markus | President & CEO | SELL | 8,000 | $17.64 | $141.1K |
| Apr 9, 2026 | Nickson Philip | Chief Business & Legal Officer | SELL | 5,845 | $17.69 | $103.4K |
| Apr 6, 2026 | Bowen Matthew | Principal Accounting Officer | AWARD | 19,500 | — | — |
| Apr 6, 2026 | Bowen Matthew | Principal Accounting Officer | AWARD | 4,300 | — | — |
| Mar 4, 2026 | Dunn Edmund | Principal Accounting Officer | SELL | 139 | $17.96 | $2.5K |
| Mar 2, 2026 | Dunn Edmund | Principal Accounting Officer | EXERCISE | 536 | $13.41 | $7.2K |
| Mar 2, 2026 | Warmuth Markus | President & CEO | SELL | 5,466 | $17.92 | $98.0K |
| Feb 27, 2026 | Dunn Edmund | Principal Accounting Officer | EXERCISE | 25,164 | $13.41 | $337.4K |
| Feb 23, 2026 | Janku Filip | Chief Medical Officer | SELL | 9,189 | $19.50 | $179.2K |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 4 neutral. Avg impact: 3.8/10.
NEUTRAL
CLUSTER
3/10
Three top executives at Monte Rosa Therapeutics (CEO, CSO, COO) sold a combined $260K in open-market
Jun 2, 2026
NEUTRAL
CLUSTER
3/10
Two C-suite insiders at Monte Rosa Therapeutics sold a combined $163K in open-market sales within a
Jun 1, 2026
MIXED
8-K
5/10
Monte Rosa reported Q1 2026 collaboration revenue of $4.2M (down 95% YoY from $84.9M) and a net loss
May 7, 2026
NEUTRAL
CLUSTER
3/10
Two C-suite executives at Monte Rosa Therapeutics sold shares in the past week, including CEO Markus
Apr 15, 2026
NEUTRAL
CLUSTER
3/10
Monte Rosa Therapeutics CEO Markus Warmuth and Principal Accounting Officer Edmund Dunn sold shares
Mar 5, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly i
Feb 28, 2026
NEUTRAL
2/10
Monte Rosa Therapeutics granted inducement equity awards totaling 20,050 stock options and 4,400 RSU
Jun 2, 2026
BULLISH
7/10
Monte Rosa Therapeutics announced promising preclinical data for its first-in-class CCNE1-directed m
Apr 20, 2026
BULLISH
8/10
Monte Rosa Therapeutics reported Q4 and full-year 2025 financial results alongside significant clini
Mar 17, 2026
MIXED
6/10
Monte Rosa Therapeutics announced a supply agreement with Johnson & Johnson to evaluate its investig
Mar 16, 2026
Current analyst consensus: Strong Buy (93% buy). Based on 15 analysts: 5 strong buy, 9 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$32.33 mean target
+77.3% upside
Strong Buy (1.25)
$29.00 Low
$37.00 High
| Metric | Value |
|---|---|
| Current Price | $18.24 |
| Target Low | $29.00 |
| Target Mean | $32.33 |
| Target Median | $30.50 |
| Target High | $37.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (1.25) |
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 |
$-0.37 | $-0.53 | $0.04 | -143.4% | -1.1% | 2↑ 2↓ | $0.0B | -44.5% | 7 |
| Next Q 2026-09-30 |
$-0.38 | $-0.60 | $0.11 | -15.1% | +1.0% | 2↑ 2↓ | $0.0B | 12.0% | 7 |
| Current FY 2026-12-31 |
$-1.59 | $-2.24 | $-0.24 | -246.1% | -10.8% | 2↑ 4↓ | $0.0B | -64.0% | 7 |
| Next FY 2027-12-31 |
$-1.81 | $-2.91 | $0.36 | -14.0% | -8.6% | 2↑ 4↓ | $0.1B | 30.9% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.365 | |
| 7d ago | $-0.385 | +0.019 |
| 30d ago | $-0.361 | -0.004 |
| 60d ago | $-0.492 | +0.127 |
| 90d ago | $-0.492 | +0.127 |
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 18, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Mar 18, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 14, 2026 | Piper Sandler | REITERATE | Overweight | Overweight |
| Jan 8, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 8, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Dec 16, 2025 | Wells Fargo | UPGRADE | Equal-Weight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Jan 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% |
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
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 15, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 15, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Jun 12, 2026
short_volume
Short Volume: GLUE — 72.7% short (0.4M / 0.5M)
Short: 372,982 | Exempt: 0 | TRF Vol: 513,196 | Short Ratio: 72.7% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
activist
Monte Rosa Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Monte Rosa Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
May 20, 2026
other
Monte Rosa Therapeutics to Participate in Upcoming Investor Conferences
Monte Rosa Therapeutics to Participate in Upcoming Investor Conferences
May 11, 2026
short_volume
Short Volume: GLUE — 58.7% short (0.3M / 0.5M)
Short: 296,803 | Exempt: 0 | TRF Vol: 505,509 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
GLUE Q1 2026 Earnings Scheduled — 2026-05-07
May 6, 2026
earnings_calendar
GLUE Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
other
Monte Rosa Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Monte Rosa Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Apr 20, 2026
fda
Monte Rosa Therapeutics Presents Preclinical Data at American Association for Cancer Research (AACR) Annual Meeting 2026 on the Potential of its Cyclin E1 (CCNE1)-directed Molecular Glue Degrader to Treat CCNE1-amplified Solid Tumors
Monte Rosa Presents Preclinical Data at AACR 2026 on the Potential of its Cyclin E1 (CCNE1)-directed MGDs to Treat CCNE1-amplified Solid Tumors
Apr 2, 2026
short_volume
Short Volume: GLUE — 86.3% short (0.6M / 0.7M)
Short: 580,473 | Exempt: 0 | TRF Vol: 672,635 | Short Ratio: 86.3% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_volume
Short Volume: GLUE — 77.5% short (1.1M / 1.4M)
Short: 1,069,366 | Exempt: 0 | TRF Vol: 1,379,582 | Short Ratio: 77.5% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: GLUE — 89.4% short (0.7M / 0.8M)
Short: 718,698 | Exempt: 298 | TRF Vol: 803,952 | Short Ratio: 89.4% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
short_volume
Short Volume: GLUE — 79.3% short (0.5M / 0.6M)
Short: 474,307 | Exempt: 9,330 | TRF Vol: 598,363 | Short Ratio: 79.3% | Off-exchange volume (dark pool + OTC)
Mar 17, 2026
earnings
Monte Rosa Therapeutics Announces Fourth Quarter and Full-Year 2025 Financial Results and Business Updates
Monte Rosa Therapeutics Announces Fourth Quarter and Full-Year 2025 Financial Results and Business Updates
Mar 16, 2026
fda
Monte Rosa Therapeutics Announces Clinical Supply Agreement to Support Phase 2 Trial Evaluating MRT-2359 in Combination with Apalutamide for the Treatment of Metastatic Castration-Resistant Prostate Cancer
Monte Rosa Therapeutics Announces Clinical Supply Agreement to Support Phase 2 Trial Evaluating MRT-2359 in Combination with Apalutamide for the Treat
Mar 12, 2026
earnings_calendar
GLUE Q4 2025 Earnings After Market Close — 2026-03-12