ERAS
Erasca, Inc.
$12.87
+7.52%
$4.0B
No data for this timeframe.
Vol
Market Cap$4.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders8 funds
Inst. Value$69.0M
Inst. Activity2 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$1.3M
Reddit Sentiment50° Neutral
SEC Reports4
Press Releases4
Recent Activity
Jun 3, 2026
short_volume
Short Volume: ERAS — 70.5% short (1.6M / 2.2M)
Short: 1,558,773 | Exempt: 5,989 | TRF Vol: 2,211,787 | Short Ratio: 70.5% | Off-exchange volume (da
Apr 28, 2026
SEC
Erasca filed definitive additional proxy materials (DEFA14A) for its June 26, 2026 Annual Meeting. The board recommends
DEFA14A — Impact 2/10
Apr 27, 2026
SEC
Erasca announced positive preliminary Phase 1 data for its pan-RAS molecular glue ERAS-0015, showing robust monotherapy
8-K — Impact 7/10
Apr 27, 2026
SEC
Erasca disclosed preliminary Phase 1 data for its RAS-targeting drug ERAS-0015 while simultaneously revealing a patent a
8-K — Impact 7/10
Apr 1, 2026
Insider
Garner Ebun sold 80,000 shares
Chief Legal Officer @ $1.70 ($136.0K)
Apr 1, 2026
Insider
Garner Ebun sold 80,000 shares
Chief Legal Officer @ $16.40 ($1.3M)
Apr 1, 2026
Insider
Garner Ebun sold 80,000 shares
Chief Legal Officer @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — DOUBLED
810,385 shares ($3.0M)
Price Targets
$21.00
+56.6% upside
Strong Buy
Current $13.41
Low $12.00
Median $20.50
High $30.00
10 analysts
$12.00
$30.00
Analyst Ratings
5Strong Buy
9Buy
2Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | B of A Securities | UPGRADE | Underperform → Neutral |
| May 12, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Apr 27, 2026 | Stifel | MAINTAIN | Buy → Buy |
| Mar 18, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Mar 16, 2026 | Guggenheim | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.12 ▼ -7.4% | $-0.13 — $-0.11 | 4% YoY | 8 |
| Next Q | $-0.12 ▼ -10.3% | $-0.14 — $-0.11 | -12% YoY | 8 |
| Current FY | $-0.97 ▼ -70.9% | $-1.01 — $-0.93 | -119% YoY | 8 |
| Next FY | $-0.57 ▼ -1.9% | $-0.72 — $-0.50 | 41% YoY | 8 |
Latest Reports
NEUTRAL
Press
4/10
Erasca announced a clinical trial collaboration with Merck to evaluate its pan-RAS molecular glue ERAS-0015 in combinati
May 11, 2026
NEUTRAL
DEFA14A
2/10
Erasca filed definitive additional proxy materials (DEFA14A) for its June 26, 2026 Annual Meeting. The board recommends
Apr 28, 2026
BULLISH
8-K
7/10
Erasca announced positive preliminary Phase 1 data for its pan-RAS molecular glue ERAS-0015, showing robust monotherapy
Apr 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $47.7M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $6.2M | NEW |
| BANK OF AMERICA CORP | $6.0M | — |
| RENAISSANCE TECHNOLOGIES LLC | $3.2M | ADD |
| MORGAN STANLEY | $3.0M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 1, 2026 | Garner Ebun | M | $136.0K |
| Apr 1, 2026 | Garner Ebun | SELL | $1.3M |
| Apr 1, 2026 | Garner Ebun | M | $0.00 |
| Mar 4, 2026 | Morris Shannon | M | $34.0K |
| Jan 29, 2026 | Morris Shannon | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $69.0M total value (18,537,506 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, BANK. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 12,812,156 | $47.7M | 69.1% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,673,404 | $6.2M | 9.0% | NEW |
| 3 | BANK OF AMERICA CORP /DE/ | 1,611,850 | $6.0M | 8.7% | — |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 850,100 | $3.2M | 4.6% | ADD +36.7% |
| 5 | MORGAN STANLEY | 810,385 | $3.0M | 4.4% | DOUBLED +201.6% |
| 6 | FMR LLC | 521,455 | $1.9M | 2.8% | — |
| 7 | WELLS FARGO & COMPANY/MN | 220,132 | $818.9K | 1.2% | ADD +38.8% |
| 8 | TWO SIGMA INVESTMENTS, LP | 38,024 | $141.4K | 0.2% | NEAR_EXIT -89.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 268,670 | 810,385 | +201.6% | $3.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 158,601 | 220,132 | +38.8% | $818.9K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 347,767 | 38,024 | -89.1% | $141.4K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 742,500 | 1,015,005 | +36.7% | $2.2M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 609,343 | 268,670 | -55.9% | $585.7K | 2025-Q3 |
| UBS Group AG | TRIM | 495,647 | 146,161 | -70.5% | $318.6K | 2025-Q3 |
| UBS Group AG | DOUBLED | 138,433 | 495,647 | +258.0% | $629.5K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 591,637 | 427,603 | -27.7% | $543.1K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 958,245 | 591,637 | -38.3% | $810.5K | 2025-Q1 |
| UBS Group AG | TRIM | 193,168 | 138,433 | -28.3% | $189.7K | 2025-Q1 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 4,332,469 | 26,702 | -99.4% | $36.6K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 206,639 | 133,377 | -35.5% | $334.8K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,723,630 | — | $4.7M | 2024-Q3 |
| MORGAN STANLEY | TRIM | 1,722,525 | 873,141 | -49.3% | $2.4M | 2024-Q3 |
5 unique insiders with 1 transactions. Net insider value: -$1.3M ($0.00 bought, $1.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | M | 80,000 | $1.70 | $136.0K |
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | SELL | 80,000 | $16.40 | $1.3M |
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | M | 80,000 | $0.00 | $0.00 |
| Mar 4, 2026 | Morris Shannon | Chief Medical Officer | M | 20,000 | $1.70 | $34.0K |
| Jan 29, 2026 | Morris Shannon | Chief Medical Officer | A | 625,000 | $0.00 | $0.00 |
| Jan 29, 2026 | Garner Ebun | General Counsel & Corp. Sec. | A | 560,000 | $0.00 | $0.00 |
| Jan 29, 2026 | Chacko David M. | CFO and CBO | A | 640,000 | $0.00 | $0.00 |
| Jan 29, 2026 | Varney Michael David | Director | A | 96,000 | $0.00 | $0.00 |
| Jan 29, 2026 | Lim Jonathan E | Chairman & CEO | A | 2,000,000 | $0.00 | $0.00 |
| Dec 15, 2025 | Chacko David M. | CFO and CBO | J | 17,793 | $1.19 | $21.3K |
| Mar 4, 2025 | Morris Shannon | Chief Medical Officer | M | 20,000 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 5.8/10.
NEUTRAL
DEFA14A
2/10
Erasca filed definitive additional proxy materials (DEFA14A) for its June 26, 2026 Annual Meeting. T
Apr 28, 2026
BULLISH
8-K
7/10
Erasca announced positive preliminary Phase 1 data for its pan-RAS molecular glue ERAS-0015, showing
Apr 27, 2026
MIXED
8-K
7/10
Erasca disclosed preliminary Phase 1 data for its RAS-targeting drug ERAS-0015 while simultaneously
Apr 27, 2026
BULLISH
8-K
7/10
Erasca, Inc. updated guidance, narrowing the expected timing for the Phase 1 monotherapy data readou
Apr 21, 2026
NEUTRAL
4/10
Erasca announced a clinical trial collaboration with Merck to evaluate its pan-RAS molecular glue ER
May 11, 2026
BULLISH
8/10
Erasca reported highly positive preliminary Phase 1 data for pan-RAS inhibitor ERAS-0015, showing 62
Apr 27, 2026
MIXED
6/10
Erasca reported fourth quarter and full year 2025 financial results, highlighted by reduced net loss
Mar 12, 2026
MIXED
5/10
Erasca has entered into a clinical trial collaboration with Tango Therapeutics to evaluate its pan-R
Mar 5, 2026
Current analyst consensus: Strong Buy (82% buy). Based on 17 analysts: 5 strong buy, 9 buy, 2 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$21.00 mean target
+56.6% upside
Strong Buy (1.60)
$12.00 Low
$30.00 High
| Metric | Value |
|---|---|
| Current Price | $13.41 |
| Target Low | $12.00 |
| Target Mean | $21.00 |
| Target Median | $20.50 |
| Target High | $30.00 |
| # Analysts | 10 |
| Recommendation | Strong Buy (1.60) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.12 | $-0.13 | $-0.11 | 3.8% | -7.4% | 0↑ 2↓ | $0.0B | 0.0% | 8 |
| Next Q 2026-09-30 |
$-0.12 | $-0.14 | $-0.11 | -12.3% | -10.3% | 0↑ 3↓ | $0.0B | 0.0% | 8 |
| Current FY 2026-12-31 |
$-0.97 | $-1.01 | $-0.93 | -119.5% | -70.9% | 0↑ 7↓ | $0.0B | 0.0% | 8 |
| Next FY 2027-12-31 |
$-0.57 | $-0.72 | $-0.50 | 40.5% | -1.9% | 2↑ 6↓ | $0.0B | 0.0% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.115 | |
| 7d ago | $-0.115 | |
| 30d ago | $-0.107 | -0.008 |
| 60d ago | $-0.107 | -0.008 |
| 90d ago | $-0.115 | -0.000 |
8 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | B of A Securities | UPGRADE | Underperform | Neutral |
| May 12, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Apr 27, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Mar 18, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 16, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Mar 13, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Mar 13, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 13, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Mar 6, 2026 | Clear Street | MAINTAIN | Buy | Buy |
| Jan 26, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Jan 16, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jan 13, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Jan 7, 2026 | Piper Sandler | INITIATE | — | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| May 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Apr 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Mar 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Feb 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Jan 1, 2026 | 5 | 7 | 2 | 1 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 25, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Jun 3, 2026
short_volume
Short Volume: ERAS — 70.5% short (1.6M / 2.2M)
Short: 1,558,773 | Exempt: 5,989 | TRF Vol: 2,211,787 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: ERAS — 67.2% short (0.6M / 0.9M)
Short: 634,161 | Exempt: 10,745 | TRF Vol: 943,490 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: ERAS — 67.6% short (0.6M / 0.9M)
Short: 575,629 | Exempt: 6,647 | TRF Vol: 851,494 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: ERAS — 65.8% short (0.7M / 1.1M)
Short: 722,854 | Exempt: 9,550 | TRF Vol: 1,098,336 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: ERAS — 56.2% short (0.6M / 1.1M)
Short: 641,210 | Exempt: 6,011 | TRF Vol: 1,140,780 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: ERAS — 76.4% short (0.9M / 1.2M)
Short: 893,026 | Exempt: 23,442 | TRF Vol: 1,168,240 | Short Ratio: 76.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ERAS — 61.9% short (0.8M / 1.3M)
Short: 812,047 | Exempt: 310 | TRF Vol: 1,311,874 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
earnings
Erasca Reports First Quarter 2026 Business Updates and Financial Results
<p align="center"><em>Robust monotherapy efficacy and generally well-tolerated safety results observed during dose escalation for ERAS-0015 in both KR
May 11, 2026
fda
Erasca Announces Clinical Trial Collaboration and Supply Agreement with Merck to Evaluate ERAS-0015 in Combination with KEYTRUDA® (Pembrolizumab)
ERAS-0015, a potentially best-in-class pan-RAS molecular glue, is being evaluated in combination with pembrolizumab <pre>ERAS-0015, a potentially best
May 11, 2026
earnings_calendar
ERAS Q1 2026 Earnings After Market Close — 2026-05-11
May 7, 2026
earnings_calendar
ERAS Q1 2026 Earnings After Market Close — 2026-05-07
Apr 30, 2026
short_interest
FTD: ERAS — 77,114 shares ($0.7M) failed to deliver
Settlement: 20260430, Price: $9.11, FTD Value: $702,508.54, ERASCA INC COM (DE)
Apr 28, 2026
short_interest
FTD: ERAS — 69,468 shares ($1.3M) failed to deliver
Settlement: 20260428, Price: $19.15, FTD Value: $1,330,312.2, ERASCA INC COM (DE)
Apr 27, 2026
fda
Erasca Announces Positive Preliminary Phase 1 Dose Escalation Data for Potentially Best-in-Class Pan-RAS Molecular Glue ERAS-0015 in KRAS-Mutant Solid Tumors
<p align="center"><em>Robust monotherapy efficacy in KRAS G12X NSCLC: 62% uORR in 2L+ and 75% uORR in post-ICI/platinum 2/3L at 16-32 mg QD PAD, and 6
Apr 27, 2026
routine
Erasca to Host Conference Call and Webcast to Discuss Preliminary Phase 1 Dose Escalation Data for Potentially Best-in-Class Pan-RAS Molecular Glue ERAS-0015
Conference call and live webcast today at 4:30 PM Eastern Time <pre>Conference call and live webcast today at 4:30 PM Eastern Time</pre>
Apr 1, 2026
Clinical Trial
A Study of ERAS-007 in Patients With Advanced Gastrointestinal Malignancies
Phase Phase 2 — COMPLETED