PVLA

PALVELLA THERAPEUTICS, INC.

Nasdaq · Pharmaceutical Preparations · Inc. NV · CIK 0001583648
$108.81 +2.28% $1.6B
Insider Selling Cluster (2 insiders)13 New Institutional Positions3 Institutional Exits
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (96%)
Inst. Holders50 funds
Inst. Value$720.2M
Inst. Activity13 buys / 3 sells
Insider Activity3B / 4S
Insider Net $-$216.5K
Reddit Sentiment50° Neutral
SEC Reports9
Press Releases7
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. NV·CIK 0001583648·Prev Close $106.38

Recent Activity

Jun 11, 2026 SEC
Three mega-passive institutional investors (Vanguard, State Street, Fidelity) significantly increased their PVLA holding
INST-CLUSTER — Impact 3/10
Jun 10, 2026 Insider
KIRITSY CHRISTOPHER P was granted 3,000 shares
Director
Jun 10, 2026 Insider
HERON ELAINE J was granted 3,000 shares
Director
Jun 10, 2026 Insider
JENKINS GEORGE M was granted 3,000 shares
Director
Jun 3, 2026 other
Palvella Therapeutics Announces Completion of FDA Pre-NDA Meeting for QTORIN™ Rapamycin in Microcystic Lymphatic Malformations
<p align="center"><em>Palvella remains on track to submit an NDA in the second half of 2026</em></p>
May 15, 2026 Press
Palvella presented positive Phase 2 TOIVA data at SID showing QTORIN rapamycin statistically significantly reduced bleed
Impact 7/10
May 15, 2026 SEC
Palvella Therapeutics announced new Phase 2 TOIVA trial data for QTORIN rapamycin in cutaneous venous malformations, pre
8-K — Impact 4/10
May 13, 2026 SEC
Palvella Therapeutics received approval from Nasdaq to transfer its common stock listing from the Nasdaq Capital Market
8-K — Impact 2/10

Price Targets

$229.60 +111.0% upside Strong Buy
Current $108.81 Low $205.00 Median $225.00 High $270.00 15 analysts
$205.00 $270.00

Analyst Ratings

Strong Buy96% buy · 23 analysts
7Strong Buy
15Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 Stephens & Co. REITERATE Overweight → Overweight
May 21, 2026 Chardan Capital MAINTAIN Buy → Buy
May 12, 2026 Stephens & Co. INITIATE Overweight
Mar 31, 2026 Chardan Capital MAINTAIN Buy → Buy
Mar 24, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-1.16 $-1.42 — $-0.86 -34% YoY 12
Next Q $-1.47 $-1.81 — $-1.05 -42% YoY 12
Current FY $-5.57 $-6.91 — $-3.45 -50% YoY 13
Next FY $-6.82 $-11.16 — $-1.54 -23% YoY 11

Top Institutional Holders

FundValueMove
BlackRock, Inc.$85.6M
JENNISON ASSOCIATES LLC$79.9MADD
VANGUARD CAPITAL MANAGEMENT LLC$59.5M
STATE STREET CORP$57.2MDOUBLED
FEDERATED HERMES, INC.$54.0MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026KIRITSY CHRISTOPHERA$0.00
Jun 10, 2026HERON ELAINEA$0.00
Jun 10, 2026JENKINS GEORGEA$0.00
May 20, 2026Goin KathleenM$15.4K
May 20, 2026Goin KathleenSELL$371.1K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
50 institutional holders with $720.2M total value (5,824,349 shares) as of 2026-Q1. Top holders: BlackRock,, JENNISON, VANGUARD. Net buying activity: 13 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.686,853$85.6M11.9%
2JENNISON ASSOCIATES LLC640,611$79.9M11.1%ADD +65.3%
3VANGUARD CAPITAL MANAGEMENT LLC477,294$59.5M8.3%
4STATE STREET CORP458,999$57.2M7.9%DOUBLED +206.3%
5FEDERATED HERMES, INC.433,015$54.0M7.5%NEW
6FRONTIER CAPITAL MANAGEMENT CO LLC374,035$46.6M6.5%NEW
7Woodline Partners LP317,517$39.6M5.5%
8ALLIANCEBERNSTEIN L.P.262,835$27.5M3.8%NEW
9FMR LLC215,808$26.9M3.7%DOUBLED +109.8%
10GOLDMAN SACHS GROUP INC194,179$24.2M3.4%
11Artisan Partners Limited Partnership193,796$24.2M3.4%NEW
12Alyeska Investment Group, L.P.179,922$22.4M3.1%NEW
13SUSQUEHANNA INTERNATIONAL GROUP, LLP141,600$17.7M2.5%
14MORGAN STANLEY127,987$16.0M2.2%TRIM -42.0%
15BALYASNY ASSET MANAGEMENT L.P.96,726$12.1M1.7%TRIM -34.6%
16VANGUARD PORTFOLIO MANAGEMENT LLC90,858$11.3M1.6%
17Point72 Asset Management, L.P.88,160$11.0M1.5%NEAR_EXIT -75.6%
18VANGUARD FIDUCIARY TRUST CO64,783$8.1M1.1%
19Clearbridge Investments, LLC59,410$7.4M1.0%
20Neuberger Berman Group LLC49,103$6.1M0.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
JENNISON ASSOCIATES LLCADD387,483640,611+65.3%$79.9M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCNEW374,035$46.6M2026-Q1
Alyeska Investment Group, L.P.NEW179,922$22.4M2026-Q1
MORGAN STANLEYTRIM220,662127,987-42.0%$16.0M2026-Q1
BANK OF AMERICA CORP /DE/ADD30,27237,972+25.4%$4.7M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD22,40334,040+51.9%$4.2M2026-Q1
FRED ALGER MANAGEMENT, LLCNEAR_EXIT150,02621,236-85.8%$2.6M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEDOUBLED2,27017,907+688.9%$2.2M2026-Q1
SEI INVESTMENTS COADD11,71916,663+42.2%$2.1M2026-Q1
Russell Investments Group, Ltd.DOUBLED1,22913,527+1000.7%$1.7M2026-Q1
Legal & General Group PlcADD5,8497,446+27.3%$928.1K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD4,5135,929+31.4%$739.0K2026-Q1
Mariner, LLCTRIM11,6154,420-61.9%$551.0K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/DOUBLED4,090402,564+9742.6%$50.2K2026-Q1
CWM, LLCADD2635+34.6%$4.4K2026-Q1
Allworth Financial LPDOUBLED517+240.0%$2.1K2026-Q1
STATE STREET CORPDOUBLED137,251420,462+206.3%$44.0M2025-Q4
JENNISON ASSOCIATES LLCDOUBLED106,910387,483+262.4%$40.6M2025-Q4
ALLIANCEBERNSTEIN L.P.NEW269,027$28.2M2025-Q4
FMR LLCDOUBLED110,446231,760+109.8%$24.3M2025-Q4
MORGAN STANLEYADD138,505220,662+59.3%$23.1M2025-Q4
Artisan Partners Limited PartnershipNEW211,553$22.1M2025-Q4
BALYASNY ASSET MANAGEMENT L.P.TRIM166,535108,880-34.6%$11.4M2025-Q4
Point72 Asset Management, L.P.NEAR_EXIT317,30977,297-75.6%$8.1M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED4,68930,272+545.6%$3.2M2025-Q4
9 unique insiders with 20 transactions. Net insider value: -$216.5K ($850.0K bought, $1.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026KIRITSY CHRISTOPHER PDirectorAWARD3,000
Jun 10, 2026HERON ELAINE JDirectorAWARD3,000
Jun 10, 2026JENKINS GEORGE MDirectorAWARD3,000
May 20, 2026Goin KathleenChief Operating OfficerEXERCISE2,154$7.14$15.4K
May 20, 2026Goin KathleenChief Operating OfficerSELL3,363$110.35$371.1K
Apr 15, 2026Goin KathleenChief Operating OfficerEXERCISE2,154$7.14$15.4K
Apr 15, 2026Goin KathleenChief Operating OfficerSELL1,502$125.96$189.2K
Apr 13, 2026Doux JohnDirectorAWARD6,000
Mar 30, 2026JENKINS GEORGE MDirectorBUY445$112.30$50.0K
Mar 18, 2026Goin KathleenChief Operating OfficerEXERCISE2,154$7.14$15.4K
Mar 18, 2026Goin KathleenChief Operating OfficerSELL2,268$117.56$266.6K
Feb 27, 2026HERON ELAINE JDirectorBUY2,400$125.00$300.0K
Feb 27, 2026JENKINS GEORGE MDirectorBUY4,000$125.00$500.0K
Feb 18, 2026Goin KathleenChief Operating OfficerEXERCISE2,154$7.14$15.4K
Feb 18, 2026Goin KathleenChief Operating OfficerSELL3,026$79.16$239.5K
Feb 5, 2026Kline Ashley HartmannChief Commercial OfficerAWARD38,517
Feb 5, 2026Goin KathleenChief Operating OfficerAWARD48,956
Feb 5, 2026Korenberg Matthew ECFO, TreasurerAWARD44,123
Feb 5, 2026Kaupinen WesPresident and CEOAWARD124,603
Feb 5, 2026Martini Jeffrey SChief Scientific OfficerAWARD64,318
Current analyst consensus: Strong Buy (96% buy). Based on 23 analysts: 7 strong buy, 15 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$229.60 mean target +111.0% upside Strong Buy (1.00)
$205.00 Low $270.00 High
MetricValue
Current Price$108.81
Target Low$205.00
Target Mean$229.60
Target Median$225.00
Target High$270.00
# Analysts15
RecommendationStrong Buy (1.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-1.16 $-1.42 $-0.86 -34.4% +0.0% 2↑ 6↓ $0.0B 0.0% 12
Next Q
2026-09-30
$-1.47 $-1.81 $-1.05 -42.2% +0.0% 1↑ 1↓ $0.0B 0.0% 12
Current FY
2026-12-31
$-5.57 $-6.91 $-3.45 -50.0% +0.0% 3↑ 10↓ $0.0B 0.0% 13
Next FY
2027-12-31
$-6.82 $-11.16 $-1.54 -22.5% +0.0% 1↑ 2↓ $0.0B 0.0% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-1.156
7d ago$-1.170+0.014
30d ago$-1.156
60d ago$-1.046-0.109
90d ago$-0.904-0.252
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 Stephens & Co. REITERATE Overweight Overweight
May 21, 2026 Chardan Capital MAINTAIN Buy Buy
May 12, 2026 Stephens & Co. INITIATE Overweight
Mar 31, 2026 Chardan Capital MAINTAIN Buy Buy
Mar 24, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Mar 16, 2026 Chardan Capital MAINTAIN Buy Buy
Feb 25, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 25, 2026 BTIG MAINTAIN Buy Buy
Feb 24, 2026 Chardan Capital MAINTAIN Buy Buy
Feb 24, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Jan 29, 2026 BTIG REITERATE Buy Buy
Jan 16, 2026 BTIG REITERATE Buy Buy
Jan 7, 2026 Mizuho INITIATE Outperform
Dec 16, 2025 Truist Securities MAINTAIN Buy Buy
Dec 16, 2025 Canaccord Genuity MAINTAIN Buy Buy
Dec 16, 2025 TD Cowen MAINTAIN Buy Buy
Dec 16, 2025 Chardan Capital MAINTAIN Buy Buy
Dec 15, 2025 HC Wainwright & Co. MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671510096%
May 1, 202661510095%
Apr 1, 202661510095%
Mar 1, 202661510095%
Feb 1, 202661510095%
Jan 1, 202661410095%
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

DateMentionsSentimentBullishBearishThreads
Feb 25, 2026156° Neutral001
Jun 3, 2026
other
Palvella Therapeutics Announces Completion of FDA Pre-NDA Meeting for QTORIN™ Rapamycin in Microcystic Lymphatic Malformations
<p align="center"><em>Palvella remains on track to submit an NDA in the second half of 2026</em></p>
Jun 2, 2026
other
Palvella Therapeutics to Participate in the Goldman Sachs 47th Annual Global Healthcare Conference 2026
<p align="justify">WAYNE, Pa., June 02, 2026 (GLOBE NEWSWIRE) -- Palvella Therapeutics, Inc. (Palvella or the “Company”) (Nasdaq: PVLA), a clinical-
May 21, 2026
other
Palvella Therapeutics Named Healthcare &amp; Life Sciences Company of the Year at the Philadelphia Alliance for Capital and Technologies (PACT) Ecosystem Awards
<p align="justify">WAYNE, Pa., May 21, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=Pw7owL9FxlYDqpwIvwEpfK-avMcqFYh0
May 20, 2026
other
Palvella Therapeutics Presents New SELVA and TOIVA Data at the 2026 International Society for the Study of Vascular Anomalies World Congress Supporting QTORIN™ Rapamycin as a Potential First-in-Disease Therapy for Multiple Serious, Rare Vascular Malformations
<p align="center"><em>In SELVA Phase 3 study, 100% of participants (13/13) aged 6–11 years were rated as “Much Improved” (+2) or “Very Much Improved”
May 15, 2026
fda
Palvella Therapeutics Announces New Data from the Phase 2 TOIVA Trial of QTORIN™ Rapamycin in Cutaneous Venous Malformations Presented at the 83rd Annual Meeting of the Society for Investigative Dermatology
<p align="center"><em>100% of patients with bleeding at baseline demonstrated a statistically significant improvement on the Cutaneous Venous Malforma
May 13, 2026
other
Palvella Therapeutics Announces Uplisting to the Nasdaq Global Market
<p align="center"><em>Uplisting reflects Palvella’s continued progress advancing potential first-in-disease therapies for serious, rare skin diseases
May 7, 2026
earnings
Palvella Therapeutics Reports First Quarter 2026 Financial Results and Provides Corporate Update
<p align="center"><em>FDA Pre-New Drug Application (NDA) meeting granted for QTORIN™ rapamycin for the treatment of microcystic lymphatic malformation
May 7, 2026
earnings_calendar
PVLA Q1 2026 Earnings Scheduled — 2026-05-07
May 4, 2026
fda
Palvella Therapeutics Announces First Patients Dosed in Phase 2 LOTU Trial of Fast Track-Designated QTORIN™ Rapamycin for Clinically Significant Angiokeratomas
<p align="center"><em>Clinically significant angiokeratomas represent a rare, chronic and debilitating lymphatic malformation with no FDA-approved the
Apr 30, 2026
earnings
Palvella Therapeutics to Host First Quarter 2026 Financial Results and Corporate Update Conference Call on May 7, 2026
<p align="justify">WAYNE, Pa., April 30, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=-hE0wNT7fYC2hYwjLA2etKvlvxlnDj
Apr 20, 2026
other
Palvella Therapeutics to Present QTORIN™ Rapamycin Results from Phase 3 SELVA and Phase 2 TOIVA Studies at the International Society for the Study of Vascular Anomalies World Congress 2026
<p align="center"><em>James Treat, MD, Professor of Clinical Pediatrics and Dermatology at the Children’s Hospital of Philadelphia to present clinical
Apr 13, 2026
other
Palvella Therapeutics Appoints John D. Doux, M.D., M.B.A., Dermatologist and Recognized Leader in Rare Skin Diseases, to Board of Directors
<p align="center"><em>Physician and seasoned life sciences investor with more than two decades of experience across clinical practice, biotechnology i
Apr 8, 2026
short_interest
FTD: PVLA — 5,810 shares ($0.7M) failed to deliver
Settlement: 20260408, Price: $120.03, FTD Value: $697,374.3, PALVELLA THERAPEUTICS INC NEW
Apr 7, 2026
other
Palvella Therapeutics Appoints Accomplished Commercial Leader Kent Taylor as Senior Vice President of Sales
<p align="center"><em>Mr. Taylor brings a strong track record launching multiple high-profile therapies, most recently serving as Senior Vice Presiden
Mar 31, 2026
earnings
Palvella Therapeutics Reports Full Year 2025 Financial Results and Provides Corporate Update
<p align="center"><em>New Drug Application (NDA) for QTORIN™ rapamycin for the treatment of microcystic lymphatic malformations (microcystic LMs) on t