CABA

Cabaletta Bio, Inc.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0001759138
$3.22 +0.62% $521.8M
High Impact Filing (7/10)
Vol
Market Cap$521.8M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders8 funds
Inst. Value$20.2M
Inst. Activity1 buys / 2 sells
Reddit Sentiment75° Bullish
SEC Reports11
Press Releases1
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001759138·Prev Close $3.20

Recent Activity

Jun 5, 2026 SEC
Cabaletta Bio presented updated Phase 1/2 clinical data for rese-cel across multiple autoimmune indications at EULAR 202
8-K — Impact 7/10
Jun 3, 2026 other
Cabaletta Bio Announces New Rese-cel Data and Development Updates Across Autoimmune Portfolio, Including Encouraging Early PC-Free Lupus Findings, at EULAR 2026 Congress
<p align="center"><em>83% of dermatomyositis patients in the Phase 1/2 RESET-Myositis study would ha
Jun 1, 2026 SEC
Cabaletta Bio's board withdrew Proposal 3 (amendment to the 2019 Stock Option and Incentive Plan) from the June 9, 2026
DEFA14A — Impact 3/10
May 14, 2026 SEC
Cabaletta Bio presented new clinical data at ASGCT 2026 showing that 2 of 4 refractory pemphigus vulgaris patients achie
8-K — Impact 7/10
Mar 2, 2026 Insider
Chang David J. sold 225,000 shares
Chief Medical Officer @ $0.00 ($0.00)
Mar 2, 2026 Insider
Nichtberger Steven sold 674,000 shares
President & CEO @ $0.00 ($0.00)
Mar 2, 2026 Insider
Marda Anup sold 225,000 shares
Chief Financial Officer @ $0.00 ($0.00)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
1,839,799 shares ($4.0M)

Price Targets

$13.38 +315.4% upside Strong Buy
Current $3.22 Low $4.00 Median $13.50 High $30.00 8 analysts
$4.00 $30.00

Analyst Ratings

Strong Buy81% buy · 16 analysts
6Strong Buy
7Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 4, 2026 Cantor Fitzgerald REITERATE Overweight → Overweight
Mar 24, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Mar 24, 2026 Guggenheim MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.34 ▲ +21.2% $-0.41 — $-0.26 53% YoY 4
Next Q $-0.32 ▲ +17.1% $-0.42 — $-0.20 28% YoY 4
Current FY $-1.37 ▲ +11.1% $-1.64 — $-1.00 35% YoY 5
Next FY $-1.47 ▼ -4.6% $-2.63 — $-0.80 -7% YoY 5

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$9.7M
TWO SIGMA INVESTMENTS, LP$4.0MDOUBLED
RENAISSANCE TECHNOLOGIES LLC$3.3MDOUBLED
MORGAN STANLEY$2.9MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$111.3KTRIM

Recent Insider Trades

DateInsiderTypeValue
Mar 2, 2026Chang DavidA$0.00
Mar 2, 2026Nichtberger StevenA$0.00
Mar 2, 2026Marda AnupA$0.00
Mar 2, 2026Das ArunA$0.00
Mar 2, 2026Gerard MichaelA$0.00

Reddit Sentiment

75°
Bullish
Bearish Neutral Bullish
4 mentions 4 bullish 0 bearish
8 institutional holders with $20.2M total value (9,205,809 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, RENAISSANCE. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC4,419,458$9.7M48.0%
2TWO SIGMA INVESTMENTS, LP1,839,799$4.0M20.0%DOUBLED +291.1%
3RENAISSANCE TECHNOLOGIES LLC1,522,583$3.3M16.5%DOUBLED +962.2%
4MORGAN STANLEY1,343,708$2.9M14.6%ADD +73.6%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC50,824$111.3K0.6%TRIM -68.3%
6BANK OF AMERICA CORP /DE/14,392$31.5K0.2%NEAR_EXIT -94.6%
7FMR LLC13,045$28.6K0.1%DOUBLED +271.4%
8WELLS FARGO & COMPANY/MN2,000$4.4K0.0%TRIM -33.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPDOUBLED470,4751,839,799+291.1%$4.0M2025-Q4
BANK OF AMERICA CORP /DE/NEAR_EXIT268,05814,392-94.6%$31.5K2025-Q4
WELLS FARGO & COMPANY/MNTRIM3,0002,000-33.3%$4.4K2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED126,1001,339,423+962.2%$3.1M2025-Q3
TWO SIGMA INVESTMENTS, LPADD252,357470,475+86.4%$1.1M2025-Q3
BANK OF AMERICA CORP /DE/TRIM498,243268,058-46.2%$627.3K2025-Q3
WELLS FARGO & COMPANY/MNTRIM6,6863,000-55.1%$7.0K2025-Q3
BANK OF AMERICA CORP /DE/TRIM984,095498,243-49.4%$757.3K2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED10,900126,100+1056.9%$191.7K2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM159,86650,621-68.3%$76.9K2025-Q2
FMR LLCDOUBLED4,16115,456+271.4%$23.5K2025-Q2
WELLS FARGO & COMPANY/MNNEAR_EXIT31,9796,686-79.1%$10.2K2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM751,894321,411-57.3%$445.2K2025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD109,260159,866+46.3%$221.4K2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT230,16110,900-95.3%$15.1K2025-Q1
FMR LLCNEAR_EXIT40,2674,161-89.7%$5.8K2025-Q1
MORGAN STANLEYADD828,8291,439,165+73.6%$3.3M2024-Q4
UBS Group AGDOUBLED22,774434,557+1808.1%$986.4K2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEW230,161$522.5K2024-Q4
CITADEL ADVISORS LLCDOUBLED56,911204,400+259.2%$464.0K2024-Q4
WELLS FARGO & COMPANY/MNADD24,16240,412+67.3%$91.7K2024-Q4
MORGAN STANLEYDOUBLED295,509828,829+180.5%$3.9M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW125,845$594.0K2024-Q3
6 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 2, 2026Chang David J.Chief Medical OfficerA225,000$0.00$0.00
Mar 2, 2026Nichtberger StevenPresident & CEOA674,000$0.00$0.00
Mar 2, 2026Marda AnupChief Financial OfficerA225,000$0.00$0.00
Mar 2, 2026Das ArunChief Business OfficerA175,000$0.00$0.00
Mar 2, 2026Gerard MichaelGeneral CounselA175,000$0.00$0.00
Mar 2, 2026Binder GwendolynPresident, Science & Tech.A225,000$0.00$0.00
11 SEC filing reports analyzed. Sentiment: 4 bullish, 3 bearish, 0 mixed, 4 neutral. Avg impact: 5.4/10.
Current analyst consensus: Strong Buy (81% buy). Based on 16 analysts: 6 strong buy, 7 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$13.38 mean target +315.4% upside Strong Buy (1.50)
$4.00 Low $30.00 High
MetricValue
Current Price$3.22
Target Low$4.00
Target Mean$13.38
Target Median$13.50
Target High$30.00
# Analysts8
RecommendationStrong Buy (1.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.34 $-0.41 $-0.26 52.7% +21.2% $0.0B 0.0% 4
Next Q
2026-09-30
$-0.32 $-0.42 $-0.20 28.4% +17.1% $0.0B 0.0% 4
Current FY
2026-12-31
$-1.37 $-1.64 $-1.00 34.9% +11.1% 1↑ 0↓ $0.0B 0.0% 5
Next FY
2027-12-31
$-1.47 $-2.63 $-0.80 -7.5% -4.6% 1↑ 0↓ $0.0B 0.0% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.345
7d ago$-0.345
30d ago$-0.438+0.093
60d ago$-0.448+0.103
90d ago$-0.432+0.088
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 4, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
Mar 24, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 24, 2026 Guggenheim MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266730081%
May 1, 20266730081%
Apr 1, 20266730081%
Mar 1, 20266730081%
Feb 1, 20266730081%
Jan 1, 20266730081%
Strong BuyBuyHoldSellStrong Sell

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

75°
Bullish
Bearish Neutral Bullish
4 mentions 4 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 22, 2026160° Warm101
May 22, 2026160° Warm101
May 1, 2026160° Warm101
May 1, 2026160° Warm101
Jun 3, 2026
other
Cabaletta Bio Announces New Rese-cel Data and Development Updates Across Autoimmune Portfolio, Including Encouraging Early PC-Free Lupus Findings, at EULAR 2026 Congress
<p align="center"><em>83% of dermatomyositis patients in the Phase 1/2 RESET-Myositis study would have met the registrational primary endpoint; all th
May 19, 2026
short_volume
Short Volume: CABA — 56.3% short (0.7M / 1.3M)
Short: 717,564 | Exempt: 6,604 | TRF Vol: 1,274,697 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: CABA — 57.3% short (0.6M / 1.1M)
Short: 622,563 | Exempt: 13,596 | TRF Vol: 1,087,053 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: CABA — 60.6% short (0.8M / 1.3M)
Short: 783,402 | Exempt: 0 | TRF Vol: 1,293,650 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings
Cabaletta Bio Reports First Quarter 2026 Financial Results and Provides Business Update
<p align="center"><em>Preconditioning-free (PC-free) 6-to-9-month clinical data with a single infusion of the lowest dose of rese-cel in the RESET-PV<
May 13, 2026
earnings_calendar
CABA Q1 2026 Earnings Before Market Open — 2026-05-13
May 4, 2026
other
Cabaletta Bio Announces Pricing of $150 Million Underwritten Offering
<p>PHILADELPHIA, May 04, 2026 (GLOBE NEWSWIRE) -- Cabaletta Bio, Inc. (“Cabaletta” or the “Company”) (Nasdaq: CABA), a clinical-stage biotechnology
Apr 30, 2026
short_volume
Short Volume: CABA — 56.3% short (0.4M / 0.7M)
Short: 407,801 | Exempt: 0 | TRF Vol: 724,362 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
routine
Cabaletta Bio Announces Multiple Upcoming Presentations, Including Data on Rese-cel without Preconditioning and Rese-cel with Automated Manufacturing, at the ASGCT 2026 Annual Meeting
<p>PHILADELPHIA, April 27, 2026 (GLOBE NEWSWIRE) -- Cabaletta Bio, Inc. (Nasdaq: CABA), a late-stage clinical biotechnology company focused on devel
Apr 23, 2026
short_volume
Short Volume: CABA — 70.8% short (0.5M / 0.7M)
Short: 477,373 | Exempt: 400 | TRF Vol: 673,898 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_interest
FTD: CABA — 179,500 shares ($0.6M) failed to deliver
Settlement: 20260420, Price: $3.44, FTD Value: $617,480, CABALETTA BIO INC COM
Apr 10, 2026
short_volume
Short Volume: CABA — 58.4% short (0.4M / 0.6M)
Short: 363,763 | Exempt: 1,400 | TRF Vol: 622,514 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: CABA — 65.6% short (0.4M / 0.7M)
Short: 441,979 | Exempt: 108 | TRF Vol: 674,036 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
earnings_calendar
CABA Q4 2025 Earnings After Market Close — 2026-03-30
Mar 27, 2026
short_volume
Short Volume: CABA — 60.2% short (0.9M / 1.5M)
Short: 884,999 | Exempt: 7,251 | TRF Vol: 1,470,674 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)