IRD
Opus Genetics, Inc.
$4.03
0.00%
$336.9M
No data for this timeframe.
Vol
Market Cap$336.9M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders6 funds
Inst. Value$5.8M
Inst. Activity4 buys / 1 sells
Insider Activity0B / 11S
Insider Net $-$7.8M
SEC Reports9
Press Releases3
Recent Activity
Oct 17, 2026
fda_pdufa
PDUFA: IRD — Phentolamine Ophthalmic Solution 0.75% in presbyopia — 2026-10-17
FDA target action date 2026-10-17 for IRD (Opus Genetics, Inc.). Drug: Phentolamine Ophthalmic Solut
Jun 5, 2026
SEC
Opus Genetics filed an S-3 registration statement to register up to 2,678,570 shares of common stock for resale by selli
S-3 — Impact 5/10
May 18, 2026
Insider
Foundation Fighting Blindness Retinal Degeneration Fund sold 1,700,000 shares
Director @ $4.35 ($7.4M)
May 12, 2026
SEC
Opus Genetics reported Q1 2026 revenue of $2.2M (down 51% YoY from $4.4M) and a GAAP net loss of $65.5M ($-0.75/share),
8-K — Impact 5/10
May 12, 2026
SEC
Opus Genetics reported Q1 2026 EPS of -$0.75, a 212.5% miss vs consensus of -$0.14, driven by a $51.4M non-cash fair val
PRESS-RELEASE — Impact 7/10
May 7, 2026
Press
Opus Genetics reported positive clinical data for its LCA5 gene therapy (OPGx-LCA5) showing over 30-fold improvement in
Impact 6/10
Apr 23, 2026
Insider
Gagnon Robert E. sold 7,842 shares
Chief Financial Officer @ $5.18 ($40.7K)
Apr 23, 2026
Insider
Jayagopal Ashwath sold 7,542 shares
Chief Scientific & Dev. Ofc. @ $5.19 ($39.2K)
Price Targets
$10.63
+160.4% upside
Strong Buy
Current $4.08
Low $8.00
Median $10.00
High $16.00
16 analysts
$8.00
$16.00
Analyst Ratings
5Strong Buy
14Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | Guggenheim | INITIATE | Buy |
| May 21, 2026 | Leerink Partners | INITIATE | Outperform |
| May 13, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| Apr 28, 2026 | Citizens | INITIATE | Market Outperform |
| Mar 30, 2026 | Cantor Fitzgerald | INITIATE | Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.17 ▼ -23.8% | $-0.27 — $-0.12 | -38% YoY | 8 |
| Next Q | $-0.15 ▼ -13.4% | $-0.20 — $-0.11 | 38% YoY | 8 |
| Current FY | $-0.93 ▼ -70.4% | $-1.26 — $-0.20 | -16% YoY | 9 |
| Next FY | $-0.69 ▼ -22.9% | $-1.18 — $-0.45 | 25% YoY | 9 |
Latest Reports
BEARISH
S-3
5/10
Opus Genetics filed an S-3 registration statement to register up to 2,678,570 shares of common stock for resale by selli
Jun 5, 2026
MIXED
8-K
5/10
Opus Genetics reported Q1 2026 revenue of $2.2M (down 51% YoY from $4.4M) and a GAAP net loss of $65.5M ($-0.75/share),
May 12, 2026
BULLISH
Press
6/10
Opus Genetics reported positive clinical data for its LCA5 gene therapy (OPGx-LCA5) showing over 30-fold improvement in
May 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $4.7M | ADD |
| WELLS FARGO & COMPANY/MN | $486.2K | DOUBLED |
| TWO SIGMA INVESTMENTS, LP | $304.1K | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $253.9K | TRIM |
| MORGAN STANLEY | $57.6K | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Foundation Fighting | SELL | $7.4M |
| Apr 23, 2026 | Gagnon Robert | SELL | $40.7K |
| Apr 23, 2026 | Jayagopal Ashwath | SELL | $39.2K |
| Apr 23, 2026 | Magrath George | SELL | $49.6K |
| Apr 23, 2026 | Zaremba Rabourn | SELL | $8.5K |
6 institutional holders with $5.8M total value (2,873,240 shares) as of 2025-Q4. Top holders: VANGUARD, WELLS, TWO. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,322,897 | $4.7M | 80.8% | ADD +73.1% |
| 2 | WELLS FARGO & COMPANY/MN | 241,871 | $486.2K | 8.4% | DOUBLED +6290.3% |
| 3 | TWO SIGMA INVESTMENTS, LP | 151,312 | $304.1K | 5.3% | ADD +39.7% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 126,309 | $253.9K | 4.4% | TRIM -27.3% |
| 5 | MORGAN STANLEY | 28,665 | $57.6K | 1.0% | TRIM -49.0% |
| 6 | BANK OF AMERICA CORP /DE/ | 2,186 | $4.4K | 0.1% | DOUBLED +470.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | ADD | 1,342,025 | 2,322,897 | +73.1% | $4.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 3,785 | 241,871 | +6290.3% | $486.2K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 108,338 | 151,312 | +39.7% | $304.1K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 173,809 | 126,309 | -27.3% | $253.9K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 383 | 2,186 | +470.8% | $4.4K | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 992,200 | 1,342,025 | +35.3% | $2.2M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 40,190 | 108,338 | +169.6% | $178.8K | 2025-Q3 |
| UBS Group AG | NEAR_EXIT | 28,110 | 884 | -96.9% | $1.5K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 285 | 383 | +34.4% | $632.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 40,190 | — | $37.9K | 2025-Q2 |
| UBS Group AG | TRIM | 39,964 | 28,110 | -29.7% | $26.5K | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 190,173 | 82,577 | -56.6% | $81.1K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 2,785 | 3,785 | +35.9% | $3.7K | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 101,719 | 190,173 | +87.0% | $226.3K | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 70,609 | 145,509 | +106.1% | $173.2K | 2024-Q4 |
| UBS Group AG | DOUBLED | 5,687 | 32,691 | +474.8% | $38.9K | 2024-Q4 |
| MORGAN STANLEY | TRIM | 56,096 | 28,606 | -49.0% | $34.0K | 2024-Q4 |
14 unique insiders with 11 transactions. Net insider value: -$7.8M ($0.00 bought, $7.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Foundation Fighting Blindness Retinal Degeneration Fund | Director | SELL | 1,700,000 | $4.35 | $7.4M |
| Apr 23, 2026 | Gagnon Robert E. | Chief Financial Officer | SELL | 7,842 | $5.18 | $40.7K |
| Apr 23, 2026 | Jayagopal Ashwath | Chief Scientific & Dev. Ofc. | SELL | 7,542 | $5.19 | $39.2K |
| Apr 23, 2026 | Magrath George | Chief Executive Officer | SELL | 9,511 | $5.22 | $49.6K |
| Apr 23, 2026 | Zaremba Rabourn Amy | Head of Fin. Quality Assurance | SELL | 1,641 | $5.20 | $8.5K |
| Apr 23, 2026 | SCHACHLE JOSEPH K | Chief Operating Officer | SELL | 4,697 | $5.22 | $24.5K |
| Apr 23, 2026 | YERXA BENJAMIN R | President | SELL | 7,470 | $5.24 | $39.1K |
| Apr 20, 2026 | Ainsworth Sean | Director | A | 24,367 | $0.00 | $0.00 |
| Apr 20, 2026 | Bennett Jean | Director | A | 24,367 | $0.00 | $0.00 |
| Apr 20, 2026 | Rodgers Richard J | Director | A | 24,367 | $0.00 | $0.00 |
| Apr 20, 2026 | Benton Susan | Director | A | 24,367 | $0.00 | $0.00 |
| Apr 20, 2026 | Gallagher Cam | Director | A | 24,367 | $0.00 | $0.00 |
| Apr 20, 2026 | Graves Adrienne L | Director | A | 24,367 | $0.00 | $0.00 |
| Apr 20, 2026 | MANUSO JAMES S J | Director | A | 24,367 | $0.00 | $0.00 |
| Mar 16, 2026 | Magrath George | Chief Executive Officer | SELL | 24,438 | $5.21 | $127.3K |
| Mar 16, 2026 | Jayagopal Ashwath | Chief Scientific & Dev. Ofc. | SELL | 3,719 | $5.12 | $19.0K |
| Mar 16, 2026 | Zaremba Rabourn Amy | Head of Fin. Quality Assurance | SELL | 2,816 | $5.25 | $14.8K |
| Mar 16, 2026 | SCHACHLE JOSEPH K | Chief Operating Officer | SELL | 3,719 | $5.25 | $19.5K |
| Feb 12, 2026 | Jayagopal Ashwath | Chief Scientific & Dev. Ofc. | F | 5,313 | $3.39 | $18.0K |
9 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 1 mixed, 6 neutral. Avg impact: 4.2/10.
BEARISH
S-3
5/10
Opus Genetics filed an S-3 registration statement to register up to 2,678,570 shares of common stock
Jun 5, 2026
MIXED
8-K
5/10
Opus Genetics reported Q1 2026 revenue of $2.2M (down 51% YoY from $4.4M) and a GAAP net loss of $65
May 12, 2026
BEARISH
PRESS-RELEASE
7/10
Opus Genetics reported Q1 2026 EPS of -$0.75, a 212.5% miss vs consensus of -$0.14, driven by a $51.
May 12, 2026
NEUTRAL
CLUSTER
2/10
Three insiders (CEO, CFO, CSO) sold small open-market stakes totaling ~$129K, or 0.035% of the compa
Apr 27, 2026
NEUTRAL
8-K
5/10
Opus Genetics issued $35 million in senior secured notes as the first tranche of a $155 million fina
Apr 24, 2026
NEUTRAL
EFFECT
4/10
Opus Genetics' S-3 shelf registration has become effective, allowing the company to sell or issue up
Apr 23, 2026
NEUTRAL
8-K
3/10
Opus Genetics entered into change in control bonus agreements with its four executive officers, incl
Apr 7, 2026
NEUTRAL
CLUSTER
3/10
Two Opus Genetics executives, including the CEO and Chief Scientific & Development Officer, sold sha
Mar 18, 2026
NEUTRAL
S-3
4/10
Opus Genetics filed an S-3 shelf registration to register 7,374,632 shares of common stock for resal
Mar 13, 2026
BULLISH
6/10
Opus Genetics reported positive clinical data for its LCA5 gene therapy (OPGx-LCA5) showing over 30-
May 7, 2026
NEUTRAL
4/10
Opus Genetics announced that three abstracts, including full Phase 3 results from the VEGA-3 trial f
Apr 10, 2026
MIXED
6/10
Opus Genetics reported financial results for 2025, highlighting a reduced net loss, increased cash r
Mar 10, 2026
Current analyst consensus: Strong Buy (95% buy). Based on 20 analysts: 5 strong buy, 14 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$10.63 mean target
+160.4% upside
Strong Buy (1.13)
$8.00 Low
$16.00 High
| Metric | Value |
|---|---|
| Current Price | $4.08 |
| Target Low | $8.00 |
| Target Mean | $10.63 |
| Target Median | $10.00 |
| Target High | $16.00 |
| # Analysts | 16 |
| Recommendation | Strong Buy (1.13) |
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 |
$-0.17 | $-0.27 | $-0.12 | -37.5% | -23.8% | 0↑ 1↓ | $0.0B | -4.0% | 8 |
| Next Q 2026-09-30 |
$-0.15 | $-0.20 | $-0.11 | 38.0% | -13.4% | 0↑ 1↓ | $0.0B | 1.0% | 8 |
| Current FY 2026-12-31 |
$-0.93 | $-1.26 | $-0.20 | -16.1% | -70.4% | — | $0.0B | 5.0% | 9 |
| Next FY 2027-12-31 |
$-0.69 | $-1.18 | $-0.45 | 25.2% | -22.9% | 0↑ 1↓ | $0.0B | 4.0% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.165 | |
| 7d ago | $-0.170 | +0.005 |
| 30d ago | $-0.133 | -0.032 |
| 60d ago | $-0.142 | -0.023 |
| 90d ago | $-0.090 | -0.075 |
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 6 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | Guggenheim | INITIATE | — | Buy |
| May 21, 2026 | Leerink Partners | INITIATE | — | Outperform |
| May 13, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Apr 28, 2026 | Citizens | INITIATE | — | Market Outperform |
| Mar 30, 2026 | Cantor Fitzgerald | INITIATE | — | Overweight |
| Mar 16, 2026 | Oppenheimer | INITIATE | — | Outperform |
| Mar 12, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Mar 12, 2026 | Chardan Capital | MAINTAIN | Buy | Buy |
| Mar 2, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Jan 28, 2026 | BTIG | REITERATE | Buy | Buy |
| Jan 20, 2026 | BTIG | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 14 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 4 | 14 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 4 | 13 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 3 | 12 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 3 | 11 | 1 | 0 | 0 | 93% | |
| Jan 1, 2026 | 2 | 11 | 1 | 0 | 0 | 93% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Oct 17, 2026
fda_pdufa
PDUFA: IRD — Phentolamine Ophthalmic Solution 0.75% in presbyopia — 2026-10-17
FDA target action date 2026-10-17 for IRD (Opus Genetics, Inc.). Drug: Phentolamine Ophthalmic Solution 0.75%. Indication: presbyopia. FDA set a PDUFA
Jun 4, 2026
short_volume
Short Volume: IRD — 56.9% short (0.3M / 0.6M)
Short: 342,306 | Exempt: 1 | TRF Vol: 601,992 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
other
Opus Genetics to Host Virtual R&D Science Forum on Tuesday, June 16, 2026 Featuring Multiple Inherited Retinal Disease Experts
Opus Genetics to Host Virtual R&D Science Forum on Tuesday, June 16, 2026 Featuring Multiple Inherited Retinal Disease Experts
May 28, 2026
other
Opus Genetics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Opus Genetics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
May 27, 2026
other
Opus Genetics to Present at the 2026 Jefferies Global Healthcare Conference
Opus Genetics to Present at the 2026 Jefferies Global Healthcare Conference
May 18, 2026
short_volume
Short Volume: IRD — 64.7% short (0.4M / 0.6M)
Short: 376,835 | Exempt: 200 | TRF Vol: 582,463 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
May 13, 2026
other
Opus Genetics to Present at the RBC Capital Markets 2026 Global Healthcare Conference
Opus Genetics to Present at the RBC Capital Markets 2026 Global Healthcare Conference
May 13, 2026
earnings_calendar
IRD Q1 2026 Earnings Scheduled — 2026-05-13
May 12, 2026
earnings
Opus Genetics Announces Financial Results for First Quarter 2026 and Provides Corporate Update
Opus Genetics Announces Financial Results for First Quarter 2026 and Provides Corporate Update
May 12, 2026
short_volume
Short Volume: IRD — 73.7% short (0.7M / 0.9M)
Short: 690,862 | Exempt: 1,704 | TRF Vol: 936,986 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: IRD — 64.6% short (0.4M / 0.6M)
Short: 385,541 | Exempt: 929 | TRF Vol: 596,743 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
May 7, 2026
fda
Opus Genetics Presents Clinical and Preclinical Data at ARVO 2026 Demonstrating Continued Pipeline Advancement in Inherited Retinal Diseases
Opus Genetics Presents Clinical and Preclinical Data at ARVO 2026 Demonstrating Continued Pipeline Advancement in Inherited Retinal Diseases
May 7, 2026
short_volume
Short Volume: IRD — 74.6% short (0.6M / 0.8M)
Short: 582,557 | Exempt: 0 | TRF Vol: 781,341 | Short Ratio: 74.6% | Off-exchange volume (dark pool + OTC)
May 4, 2026
fda
Opus Genetics Announces FDA Acceptance of OPGx-LCA5 into Rare Disease Evidence Principles (RDEP) Program
Opus Genetics Announces FDA Acceptance of OPGx-LCA5 into Rare Disease Evidence Principles (RDEP) Program
Apr 23, 2026
short_volume
Short Volume: IRD — 64.4% short (0.5M / 0.7M)
Short: 465,298 | Exempt: 18,141 | TRF Vol: 722,349 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)