IPHA Innate Pharma SA

BULLISH Impact: 3/10 ANALYST-UPGRADE
Processed 16d 18h ago SEC analyst-IPHA-hcwainwr-20251029
3 firms acted on IPHA: HC Wainwright & Co., Leerink Partners, HC Wainwright & Co.
Final — all horizons settled through T+60d
IPHA ▼ -14.01% at T+60d
LONG call ✗ call lost -14.01% · α vs SPY -15.21% · entry $2.07 → $1.78
Last close $1.76 (close Jun 8) · -14.98% from $2.07 entry
Entry anchored
Oct 28, 12:15 PM ET
via Databento tick
T+1d
-3.86%
call -3.86% · α -2.80%
$1.99
settled 7mo ago
T+5d
-12.08%
call -12.08% · α -10.66%
$1.82
settled 7mo ago
T+20d
-8.70%
call -8.70% · α -7.68%
$1.89
settled 7mo ago
T+60d
-14.01%
call -14.01% · α -15.21%
$1.78
settled 4mo ago

Price Chart

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Executive Summary

HC Wainwright & Co. upgraded Innate Pharma SA (IPHA) from Neutral to Buy on October 29, 2025, setting a $5 price target, implying 173% upside from the current $1.83. The upgrade is part of a three-firm cluster: BTIG reiterated Buy with an $8 target, while Leerink Partners downgraded to Market Perform with a $2 target on September 18. HC Wainwright has a 54% accuracy rate on 13 IPHA calls, above average, and its new Buy stance reverses its September 18 downgrade to Neutral. Consensus is heavily bullish: 7 of 8 analysts rate Buy or Strong Buy, with a mean target of $6 (228% upside). The mean target is above HC Wainwright's $5 PT. EPS estimates for the current fiscal year have been revised down once in the past 30 days, but the +1q EPS estimate improved from -$0.092 to -$0.082. No insider trades or congressional activity are recorded. Institutional activity is mixed: Citadel doubled its position (104.7% increase) while UBS trimmed by 33.8%. The upgrade from a high-accuracy firm reversing a prior downgrade is a significant bullish signal, but the lack of near-term earnings catalysts and mixed institutional flows warrant caution. Bottom line: the upgrade is a strong contrarian vote from a firm with a good track record, but traders should wait for volume confirmation before entering.

Impact Score

Base Score
1/7
LLM Adjustment
+2
Final Score
3/10

Consensus & Targets

Buy / Strong Buy
7 (88%)
Hold
1
Sell / Strong Sell
0
Total Analysts
4
Mean PT
$6.00
Median PT
$6.50
High PT
$8.00
Low PT
$3.00
Current Price
$1.83
Implied Upside
+227.9%

Consensus is heavily bullish: 2 Strong Buy, 5 Buy, 1 Hold, 0 Sell, 0 Strong Sell (8 analysts). 87.5% rate Buy or Strong Buy. The direction is strongly bullish, though the upgrade from a previously Neutral firm adds a contrarian element.

Current price: $1.83. Mean target: $6 (228% upside). Median: $6.5. High: $8 (BTIG). Low: $3. HC Wainwright's $5 PT sits below the mean but still implies substantial upside. The wide range ($3-$8) reflects high uncertainty.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-07 HC Wainwright & Co. reiterate Buy
2025-10-29 HC Wainwright & Co. upgrade Buy $5.00
2025-10-29 BTIG reiterate Buy $8.00
2025-09-18 Leerink Partners downgrade Market Perform $2.00
2025-09-18 HC Wainwright & Co. downgrade Neutral
2025-04-24 HC Wainwright & Co. reiterate Buy $11.00
2025-03-28 HC Wainwright & Co. reiterate Buy $11.50
2025-02-06 HC Wainwright & Co. reiterate Buy $11.50
2025-01-17 HC Wainwright & Co. reiterate Buy $11.50
2024-12-09 HC Wainwright & Co. reiterate Buy $11.50

30-day analyst activity: 0 upgrades, 0 downgrades (excluding this cluster). EPS revisions: +1q estimate improved from -$0.092 to -$0.082 (up 10.9%) in the past 30 days, but full-year estimates saw 1 downward revision. The near-term estimate improvement is a positive signal.

Firm Track Record — HC Wainwright & Co.

HC Wainwright & Co. accuracy: 43% on 4605 calls | avg return: 2.5%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 1 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
HC Wainwright & Co. 54% 7/13 3.5% above average

HC Wainwright has a 54% accuracy rate on 13 IPHA calls, with an average return of 3.5%. This is above the firm's overall 43% accuracy on 4,605 calls. Among firms covering IPHA, BTIG (not shown in accuracy data) has the highest PT ($8). HC Wainwright's track record on IPHA is solid, making this upgrade more credible.

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
+1q $-0.08 $-0.08 — $-0.08 $8.0M ↑0 ↓0
+1y $-0.63 $-0.99 — $-0.40 $64.7M ↑1 ↓0
0y $-0.55 $-0.65 — $-0.46 $31.2M ↑1 ↓0
0q $-0.15 $-0.15 — $-0.15 $2.6M ↑0 ↓0

Cross-Platform Signals

Institutional
UBS Group AG — trim (-33.8%)
Institutional
UBS Group AG — doubled (156.4%)
Institutional
CITADEL ADVISORS LLC — doubled (104.7%)

No insider trades or congressional activity recorded. Institutional activity is mixed: Citadel doubled its position (+104.7%, $43M) while UBS trimmed (-33.8%, $10.8M). No short interest data available. The upgrade from a high-accuracy firm aligns with Citadel's bullish move, but UBS's trimming introduces caution.

Actionable Insight

The upgrade from a high-accuracy firm reversing a prior downgrade is a strong bullish signal. However, the lack of near-term earnings catalysts and mixed institutional flows suggest waiting for volume confirmation above $2.00 before initiating a position.

Documents Analyzed

Report based on filing metadata.

2 reports for IPHA
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for IPHA — sortable, filterable
Type Now
May 24, 2026
16d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$2.07 $1.89▼ −8.70%▼ −7.68%$1.76 (−14.98%)
Apr 24, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$1.41 $1.97▲ +39.72%▲ +35.69%$1.76 (+24.82%)
Showing 2 of 2

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