ANTX

AN2 Therapeutics, Inc.

Nasdaq · Pharmaceutical Preparations · Inc. DE · CIK 0001880438
$4.74 +6.52% $170.7M
High Impact Filing (7/10)3 Institutional Exits
Vol
Market Cap$170.7M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders22 funds
Inst. Value$19.6M
Inst. Activity2 buys / 3 sells
Insider Activity0B / 2S
Insider Net $-$1.5K
Reddit Sentiment43° Neutral
SEC Reports4
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. DE·CIK 0001880438·Prev Close $4.45

Recent Activity

Jun 4, 2026 SEC
AN2 Therapeutics reported positive enabling data for its oral CPSF3 inhibitor AN2-502998 in chronic Chagas disease. A 28
8-K — Impact 7/10
May 29, 2026 Insider
Williams Sarah Joanne sold 265 shares
Principal Accounting Officer @ $4.43 ($1.2K)
May 13, 2026 earnings_calendar
ANTX Q1 2026 Earnings Scheduled — 2026-05-13
Apr 22, 2026 SEC
AN2 Therapeutics is holding its annual shareholder meeting to elect three Class I directors and ratify the appointment o
DEFA14A — Impact 3/10
Apr 21, 2026 SEC
AN2 Therapeutics' shelf registration on Form S-3 has become effective, allowing the company to raise up to $300 million
EFFECT — Impact 4/10
Apr 10, 2026 Insider
Martin Patricia A. was granted 1,192 shares
Director
Apr 10, 2026 Insider
Marks Gilbert Lynn was granted 3,775 shares
Director
Inst.
Woodline Partners LP — DOUBLED
993,671 shares ($3.4M)

Price Targets

$9.00 +89.9% upside Strong Buy
Current $4.74 Low $9.00 Median $9.00 High $9.00 1 analysts
$9.00 $9.00

Analyst Ratings

Strong Buy86% buy · 7 analysts
3Strong Buy
3Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 Leerink Partners UPGRADE Market Perform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.23 $-0.23 — $-0.23 -10% YoY 1
Next Q $-0.24 ▼ -9.1% $-0.24 — $-0.24 23% YoY 1
Current FY $-0.96 ▼ -5.5% $-0.96 — $-0.96 17% YoY 1
Next FY $-1.04 ▼ -30.0% $-1.04 — $-1.04 -8% YoY 1

Latest Reports

BULLISH 8-K 7/10
AN2 Therapeutics reported positive enabling data for its oral CPSF3 inhibitor AN2-502998 in chronic Chagas disease. A 28
Jun 4, 2026
NEUTRAL DEFA14A 3/10
AN2 Therapeutics is holding its annual shareholder meeting to elect three Class I directors and ratify the appointment o
Apr 22, 2026

Top Institutional Holders

FundValueMove
VANGUARD CAPITAL MANAGEMENT LLC$3.5M—
ADAGE CAPITAL PARTNERS GP,$3.4MDOUBLED
Woodline Partners LP$3.4MDOUBLED
AMERIPRISE FINANCIAL INC$2.4M—
BANK OF AMERICA CORP$1.3MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Williams SarahSELL$1.2K
Apr 10, 2026Martin PatriciaA$0.00
Apr 10, 2026Marks GilbertA$0.00
Apr 10, 2026Aziz KabeerA$0.00
Mar 19, 2026Readnour RobinA$0.00

Reddit Sentiment

43°
Neutral
Bearish Neutral Bullish
3 mentions 0 bullish 1 bearish
22 institutional holders with $19.6M total value (5,765,836 shares) as of 2026-Q1. Top holders: VANGUARD, ADAGE, Woodline. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1VANGUARD CAPITAL MANAGEMENT LLC1,011,078$3.5M17.6%—
2ADAGE CAPITAL PARTNERS GP, L.L.C.1,000,000$3.4M17.4%DOUBLED +219.9%
3Woodline Partners LP993,671$3.4M17.3%DOUBLED +580.7%
4AMERIPRISE FINANCIAL INC696,181$2.4M12.1%—
5BANK OF AMERICA CORP /DE/393,702$1.3M6.9%DOUBLED +2278.0%
6BlackRock, Inc.318,768$1.1M5.6%—
7BANK OF MONTREAL /CAN/260,127$889.6K4.5%TRIM -38.4%
8MORGAN STANLEY234,187$800.9K4.1%NEAR_EXIT -98.3%
9RENAISSANCE TECHNOLOGIES LLC198,800$679.9K3.5%TRIM -41.3%
10CITADEL ADVISORS LLC155,239$530.9K2.7%ADD +84.1%
11VANGUARD FIDUCIARY TRUST CO137,708$471.0K2.4%—
12STATE STREET CORP115,202$394.0K2.0%ADD +32.4%
13Centiva Capital, LP75,000$256.5K1.3%—
14CAPTRUST FINANCIAL ADVISORS40,000$136.8K0.7%DOUBLED +300.0%
15Hudson Bay Capital Management LP34,605$118.3K0.6%—
16CITIGROUP INC19,088$65.3K0.3%—
17MARSHALL WACE, LLP17,700$60.5K0.3%—
18OMERS ADMINISTRATION Corp15,800$54.0K0.3%—
19FEDERATED HERMES, INC.8,322$28.5K0.1%TRIM -27.5%
20Vanguard Global Advisers, LLC7,334$25.1K0.1%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Woodline Partners LPDOUBLED145,971993,671+580.7%$3.4M2026-Q1
BANK OF MONTREAL /CAN/TRIM422,077260,127-38.4%$889.6K2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM338,600198,800-41.3%$679.9K2026-Q1
STATE STREET CORPADD87,002115,202+32.4%$394.0K2026-Q1
FEDERATED HERMES, INC.TRIM11,4798,322-27.5%$28.5K2026-Q1
CITADEL ADVISORS LLCADD12,49723,013+84.1%$29.2K2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM343,960238,347-30.7%$252.6K2025-Q2
UBS Group AGTRIM106,02162,000-41.5%$65.7K2025-Q2
CAPTRUST FINANCIAL ADVISORSDOUBLED10,00040,000+300.0%$42.4K2025-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED312,6151,000,000+219.9%$1.4M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM579,773368,708-36.4%$501.4K2025-Q1
UBS Group AGTRIM170,292106,021-37.7%$144.2K2025-Q1
FEDERATED HERMES, INC.ADD7,49212,237+63.3%$16.6K2025-Q1
CAPTRUST FINANCIAL ADVISORSTRIM28,66710,000-65.1%$13.6K2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD423,800579,773+36.8%$800.1K2024-Q4
BANK OF AMERICA CORP /DE/DOUBLED16,210385,475+2278.0%$532.0K2024-Q4
STATE STREET CORPADD60,30287,002+44.3%$120.1K2024-Q4
FEDERATED HERMES, INC.DOUBLED3,0067,492+149.2%$10.3K2024-Q4
RA CAPITAL MANAGEMENT, L.P.TRIM5,551,2951,999,997-64.0%$2.1M2024-Q3
FEDERATED HERMES, INC.DOUBLED9173,006+227.8%$3.2K2024-Q3
MORGAN STANLEYNEAR_EXIT17,461303-98.3%$324.002024-Q3
13 unique insiders with 46 transactions. Net insider value: -$1.5K ($0.00 bought, $1.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Williams Sarah JoannePrincipal Accounting OfficerSELL265$4.43$1.2K
Apr 10, 2026Martin Patricia A.DirectorAWARD1,192——
Apr 10, 2026Marks Gilbert LynnDirectorAWARD3,775——
Apr 10, 2026Aziz KabeerDirectorAWARD3,775——
Mar 19, 2026Readnour Robin ShaneDirectorAWARD20,724——
Mar 19, 2026Easom EricChief Executive OfficerAWARD249,999——
Mar 19, 2026Readnour Robin ShaneDirectorD20,724——
Mar 19, 2026Spigelman Melvin KDirectorAWARD16,941——
Mar 19, 2026Eizen Joshua MSee RemarksAWARD92,000——
Mar 19, 2026Zakrzewski Joseph SDirectorD99,999——
Mar 19, 2026Wong StephanieDirectorD24,999——
Mar 19, 2026Spigelman Melvin KDirectorD16,941——
Mar 19, 2026Zakrzewski Joseph SDirectorAWARD99,999——
Mar 19, 2026Eizen Joshua MSee RemarksD92,000——
Mar 19, 2026Wong StephanieDirectorAWARD24,999——
Mar 19, 2026FitzPatrick Margaret MDirectorAWARD11,463——
Mar 19, 2026Martin Patricia A.DirectorAWARD24,999——
Mar 19, 2026Aziz KabeerDirectorAWARD20,724——
Mar 19, 2026Marks Gilbert LynnDirectorD10,665——
Mar 19, 2026Chanda SanjayChief Development OfficerD66,000——
Mar 19, 2026Chanda SanjayChief Development OfficerAWARD66,000——
Mar 19, 2026Day LucyChief Financial OfficerD73,665——
Mar 19, 2026Day LucyChief Financial OfficerAWARD73,665——
Mar 19, 2026Marks Gilbert LynnDirectorAWARD10,665——
Mar 19, 2026Aziz KabeerDirectorD20,724——
Mar 19, 2026Martin Patricia A.DirectorD24,999——
Mar 19, 2026FitzPatrick Margaret MDirectorD11,463——
Mar 19, 2026Easom EricChief Executive OfficerD249,999——
Mar 3, 2026Williams Sarah JoannePrincipal Accounting OfficerSELL327$1.06$346.62
Feb 20, 2026Martin Patricia A.DirectorAWARD20,400——
Feb 20, 2026Wong StephanieDirectorAWARD20,400——
Feb 20, 2026Spigelman Melvin KDirectorAWARD20,400——
Feb 20, 2026Eizen Joshua MSee RemarksAWARD50,000——
Feb 20, 2026Eizen Joshua MSee RemarksAWARD100,000——
Feb 20, 2026Day LucyChief Financial OfficerAWARD38,000——
Feb 20, 2026Day LucyChief Financial OfficerAWARD77,000——
Feb 20, 2026Williams Sarah JoannePrincipal Accounting OfficerAWARD48,375——
Feb 20, 2026Easom EricChief Executive OfficerAWARD112,250——
Feb 20, 2026Easom EricChief Executive OfficerAWARD224,500——
Feb 20, 2026Chanda SanjayChief Development OfficerAWARD38,000——
Feb 20, 2026Chanda SanjayChief Development OfficerAWARD77,000——
Feb 20, 2026Marks Gilbert LynnDirectorAWARD20,400——
Feb 20, 2026Readnour Robin ShaneDirectorAWARD20,400——
Feb 20, 2026Aziz KabeerDirectorAWARD20,400——
Feb 20, 2026FitzPatrick Margaret MDirectorAWARD20,400——
Feb 20, 2026Zakrzewski Joseph SDirectorAWARD20,400——
4 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BULLISH 8-K 7/10
AN2 Therapeutics reported positive enabling data for its oral CPSF3 inhibitor AN2-502998 in chronic
Jun 4, 2026
NEUTRAL DEFA14A 3/10
AN2 Therapeutics is holding its annual shareholder meeting to elect three Class I directors and rati
Apr 22, 2026
NEUTRAL EFFECT 4/10
AN2 Therapeutics' shelf registration on Form S-3 has become effective, allowing the company to raise
Apr 21, 2026
BEARISH 424B5 6/10
AN2 Therapeutics has filed a $80 million at-the-market (ATM) offering through Jefferies, allowing it
Apr 20, 2026
∅

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

Current analyst consensus: Strong Buy (86% buy). Based on 7 analysts: 3 strong buy, 3 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$9.00 mean target +89.9% upside Strong Buy (1.00)
$9.00 Low $9.00 High
MetricValue
Current Price$4.74
Target Low$9.00
Target Mean$9.00
Target Median$9.00
Target High$9.00
# Analysts1
RecommendationStrong Buy (1.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.23 $-0.23 $-0.23 -9.5% +0.0% 1↑ 0↓ $0.0B 0.0% 1
Next Q
2026-09-30
 $-0.24 $-0.24 $-0.24 22.6% -9.1% 0↑ 1↓ $0.0B 0.0% 1
Current FY
2026-12-31
 $-0.96 $-0.96 $-0.96 17.2% -5.5% 0↑ 1↓ $0.0B 0.0% 1
Next FY
2027-12-31
 $-1.04 $-1.04 $-1.04 -8.3% -30.0% 0↑ 1↓ $0.0B 0.0% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.230
7d ago$-0.230
30d ago$-0.230
60d ago$-0.230
90d ago$-0.230
1 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 Leerink Partners UPGRADE Market Perform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263310086%
May 1, 2026003120%
Apr 1, 2026003120%
Mar 1, 2026003120%
Feb 1, 2026003120%
Jan 1, 2026003120%
Strong BuyBuyHoldSellStrong Sell
∅

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

43°
Neutral
Bearish Neutral Bullish
3 mentions 0 bullish 1 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 26, 2026140° Cool011
Mar 9, 2026156° Neutral001
Mar 9, 2026156° Neutral001

Recent Reddit Threads

r/stocks Bearish 2mo ago
ANTX: Failed Drug, Fading Squeeze, Expiring Shelf
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 3mo ago
$ANTX +26% — biotech announces $40M private placement, hits new 52-week high
▲ 1 💬 1 ⚡ 0.5
Jun 11, 2026
Clinical Trial
Study of Epetraborole in Patients With Treatment-refractory MAC Lung Disease
Phase Phase 3 — TERMINATED
May 13, 2026
earnings_calendar
ANTX Q1 2026 Earnings Scheduled — 2026-05-13
May 11, 2026
earnings_calendar
ANTX Q1 2026 Earnings Scheduled — 2026-05-11
May 1, 2026
earnings_calendar
ANTX Q1 2026 Earnings Scheduled — 2026-05-01
Mar 10, 2026
short_interest
FTD: ANTX — 188,662 shares ($1.0M) failed to deliver
Settlement: 20260310, Price: $5.25, FTD Value: $990,475.5, AN2 THERAPEUTICS INC COM