UPB
Upstream Bio, Inc.
$6.45
-8.51%
$351.0M
No data for this timeframe.
Vol
Market Cap$351.0M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders9 funds
Inst. Value$362.4M
Inst. Activity5 buys / 0 sells
Insider Activity0B / 5S
Insider Net $-$46.6K
SEC Reports3
Press Releases4
Recent Activity
May 18, 2026
fda
Upstream Bio Presents New Data from Phase 2 VIBRANT Trial of Verekitug Demonstrating Improvement in Asthma Symptom Control in Participants with CRSwNP and Comorbid Asthma at the ATS 2026 International Conference
<p align="center"><em>– Verekitug led to statistically significant and clinically meaningful improve
May 13, 2026
SEC
Upstream Bio reported Q1 2026 EPS of -$0.79, missing consensus of -$0.75 by 5.3%, with net loss widening to $40.6M from
PRESS-RELEASE — Impact 6/10
Mar 26, 2026
SEC
Upstream Bio is conducting an at-the-market offering of up to $150 million in common stock through Leerink Partners. The
424B5 — Impact 6/10
Mar 17, 2026
SEC
Three corporate insiders at Upstream Bio, Inc. (UPB) sold shares in a coordinated open-market transaction on March 16, 2
CLUSTER — Impact 3/10
Mar 16, 2026
Insider
Deykin Aaron sold 894 shares
Chief Medical Officer @ $9.29 ($8.3K)
Mar 16, 2026
Insider
GRAY MICHAEL sold 852 shares
CFO and COO @ $9.29 ($7.9K)
Mar 16, 2026
Insider
Ambrose Allison sold 475 shares
General Counsel @ $9.29 ($4.4K)
Inst.
NORGES BANK — NEW
2,882,647 shares ($78.3M)
Price Targets
$41.63
+522.2% upside
Strong Buy
Current $6.69
Low $15.00
Median $39.50
High $75.00
8 analysts
$15.00
$75.00
Analyst Ratings
2Strong Buy
8Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 3, 2026 | HC Wainwright & Co. | INITIATE | Buy |
| May 14, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Mar 27, 2026 | Evercore ISI Group | DOWNGRADE | Outperform → In-Line |
| Dec 18, 2025 | Mizuho | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.75 ▼ -1.0% | $-0.87 — $-0.62 | -1% YoY | 9 |
| Next Q | $-0.71 | $-0.88 — $-0.46 | -13% YoY | 9 |
| Current FY | $-2.90 ▲ +1.1% | $-3.37 — $-2.41 | -9% YoY | 9 |
| Next FY | $-3.03 ▲ +6.2% | $-3.90 — $-2.42 | -4% YoY | 8 |
Latest Reports
BULLISH
Press
7/10
Upstream Bio presented positive Phase 2 VIBRANT trial data at ATS 2026, showing verekitug improved asthma control and na
May 18, 2026
BEARISH
PRESS-RELEASE
6/10
Upstream Bio reported Q1 2026 EPS of -$0.79, missing consensus of -$0.75 by 5.3%, with net loss widening to $40.6M from
May 13, 2026
BEARISH
424B5
6/10
Upstream Bio is conducting an at-the-market offering of up to $150 million in common stock through Leerink Partners. The
Mar 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $204.1M | — |
| NORGES BANK | $78.3M | NEW |
| VANGUARD GROUP INC | $64.8M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $7.7M | ADD |
| MORGAN STANLEY | $3.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 16, 2026 | Deykin Aaron | SELL | $8.3K |
| Mar 16, 2026 | GRAY MICHAEL | SELL | $7.9K |
| Mar 16, 2026 | Ambrose Allison | SELL | $4.4K |
| Mar 16, 2026 | Sutherland Everett | SELL | $19.4K |
| Mar 16, 2026 | Houghton Adam | SELL | $6.5K |
9 institutional holders with $362.4M total value (13,346,365 shares) as of 2025-Q4. Top holders: FMR, NORGES, VANGUARD. Net buying activity: 5 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 7,518,202 | $204.1M | 56.3% | — |
| 2 | NORGES BANK | 2,882,647 | $78.3M | 21.6% | NEW |
| 3 | VANGUARD GROUP INC | 2,388,439 | $64.8M | 17.9% | DOUBLED +139.3% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 284,931 | $7.7M | 2.1% | ADD +59.8% |
| 5 | MORGAN STANLEY | 122,068 | $3.3M | 0.9% | ADD +39.5% |
| 6 | BANK OF AMERICA CORP /DE/ | 86,384 | $2.3M | 0.6% | ADD +55.7% |
| 7 | WELLS FARGO & COMPANY/MN | 36,794 | $999.0K | 0.3% | ADD +46.2% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 16,400 | $445.3K | 0.1% | NEW |
| 9 | TWO SIGMA INVESTMENTS, LP | 10,500 | $285.1K | 0.1% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,882,647 | — | $78.3M | 2025-Q4 |
| MORGAN STANLEY | ADD | 87,535 | 122,068 | +39.5% | $3.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 55,473 | 86,384 | +55.7% | $2.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 25,160 | 36,794 | +46.2% | $999.0K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 16,400 | — | $445.3K | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 178,253 | 284,828 | +59.8% | $5.4M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 18,031 | 55,473 | +207.7% | $1.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 10,500 | — | $197.5K | 2025-Q3 |
| NORGES BANK | EXIT | 969,916 | 0 | -100.0% | $0.00 | 2025-Q3 |
| VANGUARD GROUP INC | DOUBLED | 907,026 | 2,170,833 | +139.3% | $23.8M | 2025-Q2 |
| NORGES BANK | NEW | — | 969,916 | — | $10.6M | 2025-Q2 |
| UBS Group AG | ADD | 131,551 | 232,887 | +77.0% | $2.6M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 132,173 | 178,253 | +34.9% | $2.0M | 2025-Q2 |
| MORGAN STANLEY | ADD | 51,391 | 99,308 | +93.2% | $1.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 9,250 | 22,364 | +141.8% | $245.6K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 10,531 | 18,031 | +71.2% | $198.0K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 21,789 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 21,789 | — | $133.3K | 2025-Q1 |
| NORGES BANK | EXIT | 1,000,000 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | EXIT | 180,000 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | NEW | — | 1,000,000 | — | $16.4M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEW | — | 180,000 | — | $3.0M | 2024-Q4 |
| UBS Group AG | NEW | — | 161,512 | — | $2.7M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 135,323 | — | $2.2M | 2024-Q4 |
| MORGAN STANLEY | NEW | — | 43,163 | — | $709.6K | 2024-Q4 |
5 unique insiders with 5 transactions. Net insider value: -$46.6K ($0.00 bought, $46.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 16, 2026 | Deykin Aaron | Chief Medical Officer | SELL | 894 | $9.29 | $8.3K |
| Mar 16, 2026 | GRAY MICHAEL | CFO and COO | SELL | 852 | $9.29 | $7.9K |
| Mar 16, 2026 | Ambrose Allison | General Counsel | SELL | 475 | $9.29 | $4.4K |
| Mar 16, 2026 | Sutherland Everett Rand | Chief Executive Officer | SELL | 2,093 | $9.29 | $19.4K |
| Mar 16, 2026 | Houghton Adam | Chief Business Officer | SELL | 699 | $9.29 | $6.5K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
BEARISH
PRESS-RELEASE
6/10
Upstream Bio reported Q1 2026 EPS of -$0.79, missing consensus of -$0.75 by 5.3%, with net loss wide
May 13, 2026
BEARISH
424B5
6/10
Upstream Bio is conducting an at-the-market offering of up to $150 million in common stock through L
Mar 26, 2026
NEUTRAL
CLUSTER
3/10
Three corporate insiders at Upstream Bio, Inc. (UPB) sold shares in a coordinated open-market transa
Mar 17, 2026
BULLISH
7/10
Upstream Bio presented positive Phase 2 VIBRANT trial data at ATS 2026, showing verekitug improved a
May 18, 2026
NEUTRAL
3/10
Upstream Bio announced two upcoming poster presentations at the ATS 2026 conference featuring Phase
Apr 17, 2026
MIXED
6/10
Upstream Bio reported Q4 and full-year 2025 financial results, highlighted by a strong cash position
Mar 26, 2026
BULLISH
8/10
Upstream Bio released additional Phase 2 VIBRANT trial data for verekitug in chronic rhinosinusitis
Mar 1, 2026
Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 2 strong buy, 8 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$41.63 mean target
+522.2% upside
Strong Buy (1.44)
$15.00 Low
$75.00 High
| Metric | Value |
|---|---|
| Current Price | $6.69 |
| Target Low | $15.00 |
| Target Mean | $41.63 |
| Target Median | $39.50 |
| Target High | $75.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (1.44) |
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 |
$-0.75 | $-0.87 | $-0.62 | -1.2% | -1.0% | 1↑ 1↓ | $0.0B | -54.0% | 9 |
| Next Q 2026-09-30 |
$-0.71 | $-0.88 | $-0.46 | -12.7% | -0.2% | 1↑ 1↓ | $0.0B | -36.6% | 9 |
| Current FY 2026-12-31 |
$-2.90 | $-3.37 | $-2.41 | -9.2% | +1.1% | 3↑ 3↓ | $0.0B | -33.1% | 9 |
| Next FY 2027-12-31 |
$-3.03 | $-3.90 | $-2.42 | -4.3% | +6.2% | 1↑ 1↓ | $0.0B | -13.5% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.749 | |
| 7d ago | $-0.748 | -0.001 |
| 30d ago | $-0.741 | -0.008 |
| 60d ago | $-0.741 | -0.008 |
| 90d ago | $-0.754 | +0.005 |
3 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 3, 2026 | HC Wainwright & Co. | INITIATE | — | Buy |
| May 14, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 27, 2026 | Evercore ISI Group | DOWNGRADE | Outperform | In-Line |
| Dec 18, 2025 | Mizuho | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| May 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% |
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.
May 18, 2026
fda
Upstream Bio Presents New Data from Phase 2 VIBRANT Trial of Verekitug Demonstrating Improvement in Asthma Symptom Control in Participants with CRSwNP and Comorbid Asthma at the ATS 2026 International Conference
<p align="center"><em>– Verekitug led to statistically significant and clinically meaningful improvement in asthma symptom control as measured by the
May 13, 2026
earnings
Upstream Bio Reports First Quarter 2026 Financial Results and Recent Business Highlights
<p align="center"><em>– Company rapidly advancing Phase 3 programs designed to deliver best-in-class efficacy with convenient quarterly dosing in seve
May 12, 2026
earnings_calendar
UPB Q1 2026 Earnings Scheduled — 2026-05-12
May 11, 2026
earnings_calendar
UPB Q1 2026 Earnings Scheduled — 2026-05-11
May 4, 2026
earnings_calendar
UPB Q1 2026 Earnings Scheduled — 2026-05-04
May 2, 2026
Clinical Trial
A Study to Investigate the Efficacy and Safety of Verekitug (UPB-101) in Adult Participants With Severe Asthma (VALIANT)
Phase Phase 2 — COMPLETED
Apr 17, 2026
fda
Upstream Bio to Present New Data from Phase 2 VIBRANT Trial of Verekitug at the ATS 2026 International Conference
<p>WALTHAM, Mass., April 17, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=bu3pt0gtafbHuvYXnkfprCTCFtb7pvCt4sMw3T-8Xe
Mar 26, 2026
earnings
Upstream Bio Highlights Phase 3 Development Strategy for Verekitug and Reports Fourth Quarter and Full Year 2025 Financial Results
<p align="center"><em>– Company to pursue Phase 3 development strategy designed to deliver best-in-class efficacy with a high-dose quarterly regimen i
Mar 18, 2026
earnings_calendar
UPB Q4 2025 Earnings Scheduled — 2026-03-18
Mar 10, 2026
earnings_calendar
UPB Q4 2025 Earnings Scheduled — 2026-03-10
Mar 1, 2026
fda
Upstream Bio Presents Additional Analyses from the Phase 2 VIBRANT Trial of Verekitug in Chronic Rhinosinusitis with Nasal Polyps at 2026 AAAAI Annual Meeting
<p align="center">– <em>Primary endpoint of endoscopic nasal polyp score (NPS) showed reduction of -</em><em>1.95 (p < 0.0001) </em><em>in new anal
Feb 13, 2026
short_interest
FTD: UPB — 277,759 shares ($3.6M) failed to deliver
Settlement: 20260213, Price: $12.80, FTD Value: $3,555,315.2, UPSTREAM BIO INC COM(DE)
Feb 3, 2026
short_interest
FTD: UPB — 54,305 shares ($1.6M) failed to deliver
Settlement: 20260203, Price: $29.94, FTD Value: $1,625,891.7, UPSTREAM BIO INC COM(DE)
Feb 2, 2026
short_interest
FTD: UPB — 20,324 shares ($0.6M) failed to deliver
Settlement: 20260202, Price: $31.08, FTD Value: $631,669.92, UPSTREAM BIO INC COM(DE)