SGP SpyGlass Pharma, Inc.

BULLISH Impact: 2/10 ANALYST-UPGRADE
Processed 19d 21h ago SEC analyst-SGP-hcwainwr-20260310
5 firms acted on SGP: HC Wainwright & Co., Citigroup, Leerink Partners, Jefferies, Stifel
Final — all horizons settled through T+60d ⚠ clustered
SGP ▼ -30.80% at T+60d
LONG call ✗ call lost -30.80% · α vs SPY -42.48% · entry $26.82 → $18.56
Currently $18.44 · -31.25% from $26.82 entry
Entry anchored
Mar 9, 03:59 PM ET
via Databento tick
T+1d
+1.04%
call +1.04% · α +1.15%
$27.10
settled 3mo ago
T+5d
+1.42%
call +1.42% · α +2.32%
$27.20
settled 3mo ago
T+20d
-17.15%
call -17.15% · α -17.00%
$22.22
settled 2mo ago
T+60d
-30.80%
call -30.80% · α -42.48%
$18.56
settled 9d ago

Price Chart

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Executive Summary

SpyGlass Pharma (SGP) received a cluster of five analyst initiations over the past week, with HC Wainwright & Co. the latest to start coverage at Buy and a $37 price target. The stock currently trades at $24.27, implying 52% upside to the HC Wainwright target. Consensus is overwhelmingly bullish: 8 of 9 analysts rate the stock Buy or Strong Buy, with only one Hold and no Sell ratings. The mean price target of $45 suggests 85% upside from current levels, while the high target of $62 points to 156% upside. HC Wainwright has a 43% accuracy rate on 4,605 calls with an average return of 2.5%, placing it below the typical firm covering SGP. EPS estimates have been revised lower over the past 30 days — the current-year estimate fell from -$1.48 to -$1.64 — but the initiation cluster signals strong institutional conviction in the company's pipeline. No insider trades, congressional activity, or short interest data are available to cross-reference. The bottom line: a high-conviction initiation cluster from five firms, but HC Wainwright's middling track record tempers the signal.

Impact Score

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

Consensus & Targets

Buy / Strong Buy
8 (89%)
Hold
1
Sell / Strong Sell
0
Total Analysts
5
Mean PT
$45.00
Median PT
$42.00
High PT
$62.00
Low PT
$37.00
Current Price
$24.27
Implied Upside
+85.4%

Consensus is heavily bullish: 5 Strong Buy, 3 Buy, 1 Hold, 0 Sell, 0 Strong Sell across 9 analysts. This is a near-unanimous bullish consensus, with only one hold rating preventing a perfect score.

Current price: $24.27. Mean target: $45 (85% upside). Median target: $42 (73% upside). High target: $62 (156% upside). Low target: $37 (52% upside). HC Wainwright's $37 PT is the lowest in the range, sitting 18% below the mean — a relatively conservative stance within a bullish group.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-03-10 HC Wainwright & Co. initiate Buy
2026-03-03 Citigroup initiate Buy
2026-03-03 Leerink Partners initiate Outperform
2026-03-03 Jefferies initiate Buy
2026-03-03 Stifel initiate Buy

30-day analyst activity: 0 upgrades, 0 downgrades — all five actions are initiations. EPS revisions are trending negative: the current-year estimate fell from -$1.48 to -$1.64 over the past 30 days, and the next-quarter estimate dropped from -$0.33 to -$0.39. Revisions are being revised lower, which is a cautionary signal against the bullish initiations.

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $-0.36 $-0.49 — $-0.23 $0.00 ↑0 ↓0
+1y $-1.92 $-2.40 — $-1.46 $0.00 ↑1 ↓0
0y $-1.64 $-2.02 — $-1.19 $0.00 ↑1 ↓0
+1q $-0.39 $-0.50 — $-0.28 $0.00 ↑0 ↓0

Actionable Insight

The five-firm initiation cluster is a strong bullish signal, but HC Wainwright's below-average accuracy and the negative EPS revision trend warrant caution. Traders should view this as a positive catalyst but wait for confirmation from price action above $26 before adding size.

Documents Analyzed

Report based on filing metadata.

5 reports for SGP
Performance horizon
33% Hit rate 1 of 3 directional calls best @ T+20▲ +4.60%Mar 26, 2026
Filters
Rows
Reports for SGP — sortable, filterable
Type Now
May 24, 2026
19d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$26.82 $27.20▲ +1.42%▲ +2.32%$18.44 (−31.25%)
May 14, 2026
29d ago
8-K
NEUTRAL ★ 4/10
$23.21 $20.84▼ −10.21%▼ −11.17%$18.44 (−20.55%)
Apr 16, 2026
8w ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$24.94 $23.52▼ −5.69%▼ −6.25%$18.44 (−26.06%)
Mar 26, 2026
11w ago
Press Release
BULLISH ★ 8/10
$22.61 $22.65▲ +0.18%▼ −3.69%$18.44 (−18.44%)
Mar 9, 2026
13w ago
Press Release
BULLISH ★ 8/10
$27.12 $27.10▼ −0.07%▲ +1.28%$18.44 (−32.01%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (45h 28m)

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