ALEC

Alector, Inc.

Nasdaq · Biological Products, (No Diagnostic Substances) · CIK 0001653087
$2.07 -2.59% $235.4M
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)3 New Institutional Positions3 Institutional Exits
Vol
Market Cap$235.4M
Cap SizeMicro Cap
Analyst ConsensusBuy (57%)
Inst. Holders8 funds
Inst. Value$20.2M
Inst. Activity3 buys / 3 sells
Insider Activity0B / 7S
Insider Net $-$278.6K
Reddit Sentiment33° Cool
SEC Reports4
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·CIK 0001653087·Prev Close $2.12

Recent Activity

May 15, 2026 short_volume
Short Volume: ALEC — 70.4% short (0.4M / 0.6M)
Short: 387,688 | Exempt: 7,572 | TRF Vol: 550,489 | Short Ratio: 70.4% | Off-exchange volume (dark p
May 7, 2026 SEC
Alector entered into an at-the-market (ATM) equity offering agreement with TD Cowen to sell up to $125M of common stock,
8-K — Impact 6/10
Apr 16, 2026 Insider
Wong-Sarad Grace sold 1,820 shares
Principal Accounting Officer @ $2.65 ($4.8K)
Mar 15, 2026 Insider
Berkley Neil Lindsay sold 54,600 shares
CFO & Chief Business Officer @ $0.00 ($0.00)
Mar 13, 2026 Insider
Rosenthal Arnon sold 116,246 shares
Chief Executive Officer @ $0.00 ($0.00)
Mar 12, 2026 SEC
Alector, Inc. has filed a shelf registration (S-3) to offer up to $400 million in securities, including common stock, pr
S-3 — Impact 7/10
Mar 3, 2026 SEC
Multiple C-suite executives at Alector, Inc. (ALEC) sold shares in the past week, including CEO Arnon Rosenthal and CFO
CLUSTER — Impact 5/10
Inst.
FMR LLC — NEAR_EXIT
2,231,171 shares ($3.5M)

Price Targets

$3.10 +50.1% upside Strong Buy
Current $2.07 Low $1.00 Median $2.00 High $6.00 5 analysts
$1.00 $6.00

Analyst Ratings

Hold57% buy · 14 analysts
3Strong Buy
5Buy
4Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 15, 2026 Cantor Fitzgerald UPGRADE Neutral → Overweight
Mar 10, 2026 BTIG UPGRADE Neutral → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.23 ▼ -29.7% $-0.31 — $-0.18 24% YoY 6
Next Q $-0.23 ▼ -25.9% $-0.29 — $-0.18 33% YoY 6
Current FY $-0.88 ▼ -4.4% $-1.06 — $-0.75 36% YoY 6
Next FY $-0.70 ▲ +20.6% $-0.95 — $-0.41 21% YoY 7

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$10.8M
FMR LLC$3.5MNEAR_EXIT
RENAISSANCE TECHNOLOGIES LLC$2.4MADD
TWO SIGMA INVESTMENTS, LP$1.6MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$1.0MNEW

Recent Insider Trades

DateInsiderTypeValue
Apr 16, 2026Wong-Sarad GraceSELL$4.8K
Mar 15, 2026Berkley NeilA$0.00
Mar 13, 2026Rosenthal ArnonA$0.00
Mar 10, 2026Wong-Sarad GraceSELL$2.6K
Mar 3, 2026Wong-Sarad GraceSELL$7.0K

Reddit Sentiment

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish
8 institutional holders with $20.2M total value (12,931,708 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, RENAISSANCE.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC6,908,054$10.8M53.4%
2FMR LLC2,231,171$3.5M17.3%NEAR_EXIT -85.3%
3RENAISSANCE TECHNOLOGIES LLC1,543,650$2.4M11.9%ADD +62.6%
4TWO SIGMA INVESTMENTS, LP1,039,656$1.6M8.0%DOUBLED +238.5%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC665,491$1.0M5.1%NEW
6MORGAN STANLEY319,072$497.8K2.5%TRIM -26.5%
7BANK OF AMERICA CORP /DE/134,506$209.8K1.0%TRIM -45.4%
8WELLS FARGO & COMPANY/MN90,108$140.6K0.7%ADD +71.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCNEAR_EXIT15,181,8492,231,171-85.3%$3.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD949,1501,543,650+62.6%$2.4M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED307,1791,039,656+238.5%$1.6M2025-Q4
MORGAN STANLEYTRIM434,168319,072-26.5%$497.8K2025-Q4
BANK OF AMERICA CORP /DE/TRIM246,283134,506-45.4%$209.8K2025-Q4
WELLS FARGO & COMPANY/MNADD52,42590,108+71.9%$140.6K2025-Q4
MORGAN STANLEYTRIM606,552434,168-28.4%$1.3M2025-Q3
TWO SIGMA INVESTMENTS, LPADD222,139307,179+38.3%$909.3K2025-Q3
BANK OF AMERICA CORP /DE/TRIM343,909246,283-28.4%$729.0K2025-Q3
UBS Group AGDOUBLED41,893230,499+450.2%$682.3K2025-Q3
MORGAN STANLEYADD346,707606,552+74.9%$849.2K2025-Q2
WELLS FARGO & COMPANY/MNADD39,43550,601+28.3%$70.8K2025-Q2
UBS Group AGTRIM83,04641,893-49.6%$58.6K2025-Q2
MORGAN STANLEYTRIM650,541346,707-46.7%$426.4K2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM407,989214,425-47.4%$263.7K2025-Q1
CITADEL ADVISORS LLCNEAR_EXIT490,07185,038-82.6%$104.6K2025-Q1
UBS Group AGTRIM118,11083,046-29.7%$102.1K2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD561,750915,738+63.0%$1.7M2024-Q4
MORGAN STANLEYNEAR_EXIT4,355,770650,541-85.1%$1.2M2024-Q4
CITADEL ADVISORS LLCDOUBLED217,184490,071+125.6%$926.2K2024-Q4
WELLS FARGO & COMPANY/MNADD25,31337,966+50.0%$71.8K2024-Q4
MORGAN STANLEYADD3,005,0734,355,770+44.9%$20.3M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW760,606$3.5M2024-Q3
3 unique insiders with 7 transactions. Net insider value: -$278.6K ($0.00 bought, $278.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 16, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL1,820$2.65$4.8K
Mar 15, 2026Berkley Neil LindsayCFO & Chief Business OfficerA54,600$0.00$0.00
Mar 13, 2026Rosenthal ArnonChief Executive OfficerA116,246$0.00$0.00
Mar 10, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL1,000$2.65$2.6K
Mar 3, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL3,367$2.08$7.0K
Mar 2, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL8,071$2.12$17.1K
Mar 2, 2026Rosenthal ArnonChief Executive OfficerSELL81,864$2.12$173.8K
Mar 2, 2026Berkley Neil LindsayCFO & Chief Business OfficerSELL29,649$2.12$63.0K
Feb 26, 2026Wong-Sarad GracePrincipal Accounting OfficerSELL4,079$2.50$10.2K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (57% buy). Based on 14 analysts: 3 strong buy, 5 buy, 4 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$3.10 mean target +50.1% upside Strong Buy (2.57)
$1.00 Low $6.00 High
MetricValue
Current Price$2.07
Target Low$1.00
Target Mean$3.10
Target Median$2.00
Target High$6.00
# Analysts5
RecommendationStrong Buy (2.57)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.23 $-0.31 $-0.18 23.9% -29.7% 2↑ 2↓ $0.0B -78.2% 6
Next Q
2026-09-30
$-0.23 $-0.29 $-0.18 33.3% -25.9% 2↑ 2↓ $0.0B -44.9% 6
Current FY
2026-12-31
$-0.88 $-1.06 $-0.75 36.5% -4.4% 5↑ 1↓ $0.0B -67.4% 6
Next FY
2027-12-31
$-0.70 $-0.95 $-0.41 20.8% +20.6% 5↑ 1↓ $0.0B 233.7% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.228
7d ago$-0.226-0.003
30d ago$-0.176-0.052
60d ago$-0.280+0.052
90d ago$-0.395+0.167
2 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 15, 2026 Cantor Fitzgerald UPGRADE Neutral Overweight
Mar 10, 2026 BTIG UPGRADE Neutral Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20263542057%
Apr 1, 20261163215%
Mar 1, 2026017328%
Feb 1, 2026017328%
Jan 1, 2026017328%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 14, 2026140° Cool011
Mar 14, 2026140° Cool011

Recent Reddit Threads

r/options Bearish 2mo ago
Riskless call calendar part #2: closing trade
▲ 1 💬 0 ⚡ 0.5
May 15, 2026
short_volume
Short Volume: ALEC — 70.4% short (0.4M / 0.6M)
Short: 387,688 | Exempt: 7,572 | TRF Vol: 550,489 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Alector Reports First Quarter 2026 Financial Results and Provides Business Update
<p align="center"><em>Advancing the Alector Brain Carrier (ABC) platform across multiple therapeutic modalities, including antibodies, enzymes, and si
Apr 30, 2026
earnings_calendar
ALEC Q1 2026 Earnings Scheduled — 2026-04-30
Mar 27, 2026
Clinical Trial
A Long-term Extension Study to Evaluate Safety, Tolerability, and Efficacy of AL002 in Alzheimer's Disease
Phase Phase 2 — TERMINATED
Mar 3, 2026
earnings_calendar
ALEC Q4 2025 Earnings After Market Close — 2026-03-03