LENZ
LENZ Therapeutics, Inc.
$6.77
+4.15%
$212.3M
No data for this timeframe.
Vol
Market Cap$212.3M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$156.6M
Inst. Activity9 buys / 5 sells
Insider Activity3B / 0S
Insider Net $$365.6K
Reddit Sentiment38° Cool
SEC Reports4
Press Releases2
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001815776·Prev Close $6.50
Recent Activity
Jun 11, 2026
SEC
A clear bullish institutional cluster emerged in LENZ during Q3 2025: 8 buyers (net +$108.9M) vs 3 sellers (net -$5.8M).
INST-CLUSTER — Impact 6/10
Jun 7, 2026
m_and_a
LENZ Therapeutics Announces Everest Medicines Acquired Rights to Develop and Commercialize VIZZ® (LNZ100) in Greater China
The New Drug Application for LNZ100 in China was submitted September 2025 with approval anticipated
May 11, 2026
SEC
LENZ Therapeutics reported Q1 2026 results with $1.7M in VIZZ product sales (up 19% QoQ) and total revenue of $1.9M, but
8-K — Impact 5/10
May 4, 2026
SEC
LENZ Therapeutics announced a webcast to report Q1 2026 financial results on May 11, 2026. No financial data or guidance
PRESS-RELEASE — Impact 1/10
Mar 27, 2026
Insider
Chevallard Daniel R. bought 7,500 shares
Chief Financial Officer @ $8.57 ($64.3K)
Mar 27, 2026
Insider
Schimmelpennink Evert B. bought 28,089 shares
President, CEO and Secretary @ $8.95 ($251.4K)
Mar 27, 2026
Insider
George Jeffrey P. bought 5,592 shares
Director @ $8.92 ($49.9K)
Inst.
MORGAN STANLEY — DOUBLED
648,848 shares ($5.9M)
Price Targets
$32.00
+372.7% upside
Strong Buy
Current $6.77
Low $32.00
Median $32.00
High $32.00
0 analysts
$32.00
$32.00
Analyst Ratings
6Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 12, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| May 12, 2026 | Piper Sandler | DOWNGRADE | Overweight → Neutral |
| Apr 21, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Mar 26, 2026 | Citigroup | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-1.07 ▼ -13.5% | $-1.37 — $-0.53 | -102% YoY | 7 |
| Next Q | $-1.02 ▼ -12.6% | $-1.42 — $-0.70 | -73% YoY | 7 |
| Current FY | $-4.56 ▼ -20.3% | $-5.56 — $-3.55 | -60% YoY | 7 |
| Next FY | $-3.47 ▼ -31.7% | $-5.09 — $-1.58 | 24% YoY | 7 |
Latest Reports
BULLISH
INST-CLUSTER
6/10
A clear bullish institutional cluster emerged in LENZ during Q3 2025: 8 buyers (net +$108.9M) vs 3 sellers (net -$5.8M).
Jun 11, 2026
BULLISH
Press
6/10
LENZ Therapeutics announced that Everest Medicines has acquired the rights to develop and commercialize VIZZ (LNZ100) in
Jun 7, 2026
MIXED
8-K
5/10
LENZ Therapeutics reported Q1 2026 results with $1.7M in VIZZ product sales (up 19% QoQ) and total revenue of $1.9M, but
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | $38.2M | — |
| FMR LLC | $32.9M | DOUBLED |
| BlackRock, Inc. | $18.1M | — |
| FRANKLIN RESOURCES INC | $10.1M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 27, 2026 | Chevallard Daniel | BUY | $64.3K |
| Mar 27, 2026 | Schimmelpennink Evert | BUY | $251.4K |
| Mar 27, 2026 | George Jeffrey | BUY | $49.9K |
Reddit Sentiment
38°
Cool
Bearish
Neutral
Bullish
50 institutional holders with $156.6M total value (17,099,578 shares) as of 2026-Q1. Top holders: RA, FMR, BlackRock,. Net buying activity: 9 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | 4,178,823 | $38.2M | 24.4% | — |
| 2 | FMR LLC | 3,597,784 | $32.9M | 21.0% | DOUBLED +4140.7% |
| 3 | BlackRock, Inc. | 1,976,823 | $18.1M | 11.6% | — |
| 4 | FRANKLIN RESOURCES INC | 1,100,148 | $10.1M | 6.4% | ADD +86.7% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,041,188 | $9.5M | 6.1% | — |
| 6 | MORGAN STANLEY | 648,848 | $5.9M | 3.8% | DOUBLED +178.0% |
| 7 | BANK OF AMERICA CORP /DE/ | 547,534 | $5.0M | 3.2% | DOUBLED +377.4% |
| 8 | TWO SIGMA INVESTMENTS, LP | 500,997 | $4.6M | 2.9% | DOUBLED +387.6% |
| 9 | Alyeska Investment Group, L.P. | 463,495 | $4.2M | 2.7% | ADD +91.4% |
| 10 | STATE STREET CORP | 402,225 | $3.7M | 2.4% | — |
| 11 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 283,206 | $2.6M | 1.7% | ADD +62.1% |
| 12 | Trexquant Investment LP | 214,408 | $2.0M | 1.3% | — |
| 13 | GOLDMAN SACHS GROUP INC | 183,756 | $1.7M | 1.1% | — |
| 14 | MARSHALL WACE, LLP | 160,264 | $1.5M | 0.9% | DOUBLED +354.6% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 153,004 | $1.4M | 0.9% | — |
| 16 | BARCLAYS PLC | 151,387 | $1.4M | 0.9% | — |
| 17 | VANGUARD FIDUCIARY TRUST CO | 149,987 | $1.4M | 0.9% | — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 149,544 | $1.4M | 0.9% | — |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 134,200 | $1.2M | 0.8% | — |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 110,304 | $1.0M | 0.6% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 233,382 | 648,848 | +178.0% | $5.9M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 114,688 | 547,534 | +377.4% | $5.0M | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | ADD | 174,692 | 283,206 | +62.1% | $2.6M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 35,252 | 160,264 | +354.6% | $1.5M | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 48,071 | 73,340 | +52.6% | $671.1K | 2026-Q1 |
| ExodusPoint Capital Management, LP | DOUBLED | 23,147 | 57,577 | +148.7% | $526.8K | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 113,094 | 41,874 | -63.0% | $381.3K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 3,888 | 33,071 | +750.6% | $302.6K | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | TRIM | 32,235 | 16,220 | -49.7% | $148.4K | 2026-Q1 |
| CWM, LLC | DOUBLED | 71 | 12,240 | +17139.4% | $112.0K | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 15,461 | 10,934 | -29.3% | $100.1K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 20 | 256 | +1180.0% | $2.3K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | NEAR_EXIT | 1,023,542 | 39,621 | -96.1% | $364.00 | 2026-Q1 |
| Freestone Grove Partners LP | NEAR_EXIT | 22,971 | 2 | -100.0% | $18.00 | 2026-Q1 |
| FMR LLC | DOUBLED | 87,313 | 3,702,718 | +4140.7% | $59.2M | 2025-Q4 |
| FRANKLIN RESOURCES INC | ADD | 587,084 | 1,096,334 | +86.7% | $17.5M | 2025-Q4 |
| Alyeska Investment Group, L.P. | ADD | 242,113 | 463,495 | +91.4% | $7.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 60,182 | 293,446 | +387.6% | $4.7M | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 55,673 | 136,896 | +145.9% | $2.2M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 349,128 | 114,688 | -67.2% | $1.8M | 2025-Q4 |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 40,886 | 113,094 | +176.6% | $1.8M | 2025-Q4 |
| NOMURA ASSET MANAGEMENT CO LTD | DOUBLED | 43,774 | 96,780 | +121.1% | $1.5M | 2025-Q4 |
| Rockefeller Capital Management L.P. | DOUBLED | 18,000 | 48,071 | +167.1% | $769.1K | 2025-Q4 |
| Nuveen, LLC | NEAR_EXIT | 285,543 | 39,905 | -86.0% | $638.5K | 2025-Q4 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 24,113 | 32,235 | +33.7% | $515.8K | 2025-Q4 |
3 unique insiders with 3 transactions. Net insider value: $365.6K ($365.6K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 27, 2026 | Chevallard Daniel R. | Chief Financial Officer | BUY | 7,500 | $8.57 | $64.3K |
| Mar 27, 2026 | Schimmelpennink Evert B. | President, CEO and Secretary | BUY | 28,089 | $8.95 | $251.4K |
| Mar 27, 2026 | George Jeffrey P. | Director | BUY | 5,592 | $8.92 | $49.9K |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 4.5/10.
BULLISH
INST-CLUSTER
6/10
A clear bullish institutional cluster emerged in LENZ during Q3 2025: 8 buyers (net +$108.9M) vs 3 s
Jun 11, 2026
MIXED
8-K
5/10
LENZ Therapeutics reported Q1 2026 results with $1.7M in VIZZ product sales (up 19% QoQ) and total r
May 11, 2026
NEUTRAL
PRESS-RELEASE
1/10
LENZ Therapeutics announced a webcast to report Q1 2026 financial results on May 11, 2026. No financ
May 4, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly i
Feb 28, 2026
Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 6 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$32.00 mean target
+372.7% upside
Strong Buy (3.00)
$32.00 Low
$32.00 High
| Metric | Value |
|---|---|
| Current Price | $6.77 |
| Target Low | $32.00 |
| Target Mean | $32.00 |
| Target Median | $32.00 |
| Target High | $32.00 |
| # Analysts | 0 |
| Recommendation | Strong Buy (3.00) |
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 |
$-1.07 | $-1.37 | $-0.53 | -101.7% | -13.5% | 1↑ 4↓ | $0.0B | -50.1% | 7 |
| Next Q 2026-09-30 |
$-1.02 | $-1.42 | $-0.70 | -72.7% | -12.6% | 3↑ 3↓ | $0.0B | -44.6% | 7 |
| Current FY 2026-12-31 |
$-4.56 | $-5.56 | $-3.55 | -60.0% | -20.3% | 0↑ 6↓ | $0.0B | -0.3% | 7 |
| Next FY 2027-12-31 |
$-3.47 | $-5.09 | $-1.58 | 23.9% | -31.7% | 1↑ 4↓ | $0.1B | 238.9% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-1.069 | |
| 7d ago | $-0.989 | -0.080 |
| 30d ago | $-0.942 | -0.128 |
| 60d ago | $-0.698 | -0.371 |
| 90d ago | $-0.698 | -0.371 |
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 12, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| May 12, 2026 | Piper Sandler | DOWNGRADE | Overweight | Neutral |
| Apr 21, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Mar 26, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 5 | 2 | 0 | 0 | 85% | |
| May 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
38°
Cool
Bearish
Neutral
Bullish
4 mentions
0 bullish
2 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 31, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 31, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 25, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 24, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
Jun 7, 2026
m_and_a
LENZ Therapeutics Announces Everest Medicines Acquired Rights to Develop and Commercialize VIZZ® (LNZ100) in Greater China
The New Drug Application for LNZ100 in China was submitted September 2025 with approval anticipated in Q1 2027 <pre>The New Drug Application for LNZ10
May 27, 2026
short_volume
Short Volume: LENZ — 84.2% short (0.4M / 0.5M)
Short: 432,033 | Exempt: 0 | TRF Vol: 513,080 | Short Ratio: 84.2% | Off-exchange volume (dark pool + OTC)
May 26, 2026
other
LENZ Therapeutics to Participate in Upcoming Investor Conferences
<p align="justify">SAN DIEGO, May 26, 2026 (GLOBE NEWSWIRE) -- LENZ Therapeutics, Inc. (Nasdaq: LENZ or “LENZ” or the “Company”), a pharmaceutical c
May 13, 2026
earnings_calendar
LENZ Q1 2026 Earnings Scheduled — 2026-05-13
May 11, 2026
earnings_calendar
LENZ Q1 2026 Earnings Scheduled — 2026-05-11
May 7, 2026
short_interest
FTD: LENZ — 54,902 shares ($0.5M) failed to deliver
Settlement: 20260507, Price: $9.68, FTD Value: $531,451.36, LENZ THERAPEUTICS INC NEW COM
May 6, 2026
short_interest
FTD: LENZ — 145,767 shares ($1.3M) failed to deliver
Settlement: 20260506, Price: $9.07, FTD Value: $1,322,106.69, LENZ THERAPEUTICS INC NEW COM
May 4, 2026
earnings
LENZ Therapeutics to Report First Quarter 2026 Financial Results and Recent Corporate Highlights on May 11, 2026 and Attend Upcoming Investor Conference
<p align="justify">SAN DIEGO, May 04, 2026 (GLOBE NEWSWIRE) -- LENZ Therapeutics, Inc. (Nasdaq: LENZ or “LENZ” or the “Company”), a pharmaceutical c
May 4, 2026
earnings_calendar
LENZ Q1 2026 Earnings Scheduled — 2026-05-04
Apr 23, 2026
short_interest
FTD: LENZ — 56,679 shares ($0.6M) failed to deliver
Settlement: 20260423, Price: $9.99, FTD Value: $566,223.21, LENZ THERAPEUTICS INC NEW COM
Apr 20, 2026
other
LENZ Therapeutics Announces Submission of Marketing Authorization Application to the Medicines and Healthcare products Regulatory Agency for VIZZ® for the Treatment of Presbyopia in the United Kingdom
<p align="center"><em>MHRA submission follows EMA validation of the VIZZ MAA in March 2026</em></p>
Apr 16, 2026
short_volume
Short Volume: LENZ — 80.0% short (0.4M / 0.5M)
Short: 422,095 | Exempt: 0 | TRF Vol: 527,819 | Short Ratio: 80.0% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_interest
FTD: LENZ — 125,326 shares ($1.1M) failed to deliver
Settlement: 20260401, Price: $9.15, FTD Value: $1,146,732.9, LENZ THERAPEUTICS INC NEW COM
Mar 25, 2026
short_interest
FTD: LENZ — 437,361 shares ($3.9M) failed to deliver
Settlement: 20260325, Price: $9.03, FTD Value: $3,949,369.83, LENZ THERAPEUTICS INC NEW COM
Mar 25, 2026
earnings_calendar
LENZ Q4 2025 Earnings After Market Close — 2026-03-25