VSTM
Verastem, Inc.
$4.10
+4.06%
$360.3M
No data for this timeframe.
Vol
Market Cap$360.3M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders50 funds
Inst. Value$192.4M
Inst. Activity12 buys / 4 sells
Insider Activity0B / 2S
Insider Net $-$11.2K
Reddit Sentiment63° Warm
SEC Reports5
Recent Activity
Jun 11, 2026
SEC
Seven institutional investors accumulated $4.2M net in Verastem (VSTM) in Q3 2024, led by Alyeska Investment Group more
INST-CLUSTER — Impact 5/10
Jun 11, 2026
SEC
Three mega-passive institutional investors (BlackRock, Fidelity, Morgan Stanley) collectively added $32.7M to their VSTM
INST-CLUSTER — Impact 3/10
May 27, 2026
SEC
Michael P. Bailey filed a Form 3 initial statement of beneficial ownership upon becoming a director of Verastem, Inc. Th
3 — Impact 2/10
May 21, 2026
Insider
BAILEY MICHAEL P was granted 108,000 shares
Director
May 21, 2026
Insider
Bunn Paul A. was granted 36,000 shares
Director
May 21, 2026
Insider
JOHNSON JOHN was granted 36,000 shares
Director
Inst.
BlackRock, Inc. — ADD
6,194,925 shares ($32.8M)
Inst.
Alyeska Investment Group, L.P. — NEW
2,050,000 shares ($10.9M)
Price Targets
$16.00
+290.2% upside
Strong Buy
Current $4.10
Low $14.00
Median $15.50
High $18.00
8 analysts
$14.00
$18.00
Analyst Ratings
5Strong Buy
9Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 14, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| May 8, 2026 | BTIG | MAINTAIN | Buy → Buy |
| Apr 23, 2026 | BTIG | REITERATE | Buy → Buy |
| Apr 20, 2026 | BTIG | REITERATE | Buy → Buy |
| Apr 10, 2026 | BTIG | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.45 ▲ +1.8% | $-0.45 — $-0.44 | 29% YoY | 2 |
| Next Q | $-0.36 ▲ +17.6% | $-0.38 — $-0.34 | 33% YoY | 2 |
| Current FY | $-1.51 ▲ +11.7% | $-1.52 — $-1.50 | 36% YoY | 2 |
| Next FY | $-1.19 ▼ -0.6% | $-1.20 — $-1.18 | 21% YoY | 2 |
Latest Reports
BULLISH
INST-CLUSTER
5/10
Seven institutional investors accumulated $4.2M net in Verastem (VSTM) in Q3 2024, led by Alyeska Investment Group more
Jun 11, 2026
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutional investors (BlackRock, Fidelity, Morgan Stanley) collectively added $32.7M to their VSTM
Jun 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| RTW INVESTMENTS, LP | $34.9M | ADD |
| BlackRock, Inc. | $32.8M | ADD |
| STATE STREET CORP | $18.6M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.6M | — |
| CITADEL ADVISORS LLC | $12.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 21, 2026 | BAILEY MICHAEL | A | $0.00 |
| May 21, 2026 | Bunn Paul | A | $0.00 |
| May 21, 2026 | JOHNSON JOHN | A | $0.00 |
| May 21, 2026 | Kapur Anil | A | $0.00 |
| May 21, 2026 | ROBERTSON MICHELLE | A | $0.00 |
Reddit Sentiment
63°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $192.4M total value (36,268,877 shares) as of 2026-Q1. Top holders: RTW, BlackRock,, STATE. Net buying activity: 12 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | RTW INVESTMENTS, LP | 6,576,306 | $34.9M | 18.1% | ADD +27.6% |
| 2 | BlackRock, Inc. | 6,194,925 | $32.8M | 17.1% | ADD +30.3% |
| 3 | STATE STREET CORP | 3,516,651 | $18.6M | 9.7% | ADD +44.5% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3,322,770 | $17.6M | 9.2% | — |
| 5 | CITADEL ADVISORS LLC | 2,308,669 | $12.2M | 6.4% | — |
| 6 | MORGAN STANLEY | 2,247,273 | $11.9M | 6.2% | ADD +41.1% |
| 7 | Alyeska Investment Group, L.P. | 2,050,000 | $10.9M | 5.6% | NEW |
| 8 | GOLDMAN SACHS GROUP INC | 1,484,003 | $7.9M | 4.1% | — |
| 9 | FRANKLIN RESOURCES INC | 1,105,885 | $5.9M | 3.0% | — |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 756,875 | $4.0M | 2.1% | — |
| 11 | TWO SIGMA INVESTMENTS, LP | 667,010 | $3.5M | 1.8% | TRIM -27.7% |
| 12 | BAKER BROS. ADVISORS LP | 584,757 | $3.1M | 1.6% | — |
| 13 | Pinnacle Financial Partners, Inc. | 495,266 | $2.6M | 1.4% | ADD +26.8% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 494,694 | $2.6M | 1.4% | — |
| 15 | FMR LLC | 473,657 | $2.5M | 1.3% | ADD +72.5% |
| 16 | TORONTO DOMINION BANK | 460,413 | $2.4M | 1.3% | — |
| 17 | BANK OF AMERICA CORP /DE/ | 416,985 | $2.2M | 1.1% | ADD +31.6% |
| 18 | BALYASNY ASSET MANAGEMENT L.P. | 409,779 | $2.2M | 1.1% | NEAR_EXIT -87.2% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 276,000 | $1.5M | 0.8% | — |
| 20 | PANAGORA ASSET MANAGEMENT INC | 244,103 | $1.3M | 0.7% | ADD +70.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 4,752,842 | 6,194,925 | +30.3% | $32.8M | 2026-Q1 |
| Alyeska Investment Group, L.P. | NEW | — | 2,050,000 | — | $10.9M | 2026-Q1 |
| Pinnacle Financial Partners, Inc. | ADD | 390,524 | 495,266 | +26.8% | $2.6M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 316,862 | 416,985 | +31.6% | $2.2M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 3,195,726 | 409,779 | -87.2% | $2.2M | 2026-Q1 |
| ExodusPoint Capital Management, LP | ADD | 104,947 | 183,976 | +75.3% | $975.1K | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 45,570 | 62,804 | +37.8% | $332.9K | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 25,172 | 51,158 | +103.2% | $270.9K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 12,500 | 32,600 | +160.8% | $172.8K | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 4,629 | 14,454 | +212.2% | $76.6K | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 17,887 | 1,935 | -89.2% | $10.3K | 2026-Q1 |
| CWM, LLC | DOUBLED | 570 | 1,595 | +179.8% | $8.5K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 11 | 143 | +1200.0% | $758.00 | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 27,236 | 46,827 | +71.9% | $249.00 | 2026-Q1 |
| Polar Capital Holdings Plc | EXIT | 3,925,126 | 0 | -100.0% | $0.00 | 2026-Q1 |
| FARALLON CAPITAL MANAGEMENT LLC | EXIT | 2,000,000 | 0 | -100.0% | $0.00 | 2026-Q1 |
| BlackRock, Inc. | ADD | 3,717,182 | 4,752,842 | +27.9% | $36.7M | 2025-Q4 |
| Polar Capital Holdings Plc | DOUBLED | 1,058,776 | 3,925,126 | +270.7% | $30.3M | 2025-Q4 |
| STATE STREET CORP | ADD | 2,228,640 | 3,219,295 | +44.5% | $24.9M | 2025-Q4 |
| FARALLON CAPITAL MANAGEMENT LLC | NEW | — | 2,000,000 | — | $15.4M | 2025-Q4 |
| Point72 Asset Management, L.P. | TRIM | 3,879,364 | 995,026 | -74.4% | $7.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 149,782 | 316,862 | +111.5% | $2.4M | 2025-Q4 |
| Rafferty Asset Management, LLC | ADD | 91,852 | 129,333 | +40.8% | $998.5K | 2025-Q4 |
| ExodusPoint Capital Management, LP | DOUBLED | 35,900 | 104,947 | +192.3% | $810.2K | 2025-Q4 |
| Invesco Ltd. | TRIM | 150,469 | 104,093 | -30.8% | $803.6K | 2025-Q4 |
10 unique insiders with 11 transactions. Net insider value: -$11.2K ($0.00 bought, $11.2K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 21, 2026 | BAILEY MICHAEL P | Director | AWARD | 108,000 | — | — |
| May 21, 2026 | Bunn Paul A. | Director | AWARD | 36,000 | — | — |
| May 21, 2026 | JOHNSON JOHN | Director | AWARD | 36,000 | — | — |
| May 21, 2026 | Kapur Anil | Director | AWARD | 36,000 | — | — |
| May 21, 2026 | ROBERTSON MICHELLE | Director | AWARD | 36,000 | — | — |
| May 21, 2026 | Tollefson Karin Anna | Director | AWARD | 36,000 | — | — |
| May 21, 2026 | Rowinsky Eric K | Director | AWARD | 36,000 | — | — |
| May 21, 2026 | Stuglik Brian M | Director | AWARD | 36,000 | — | — |
| May 4, 2026 | Paterson Dan | President and CEO | SELL | 806 | $5.82 | $4.7K |
| Mar 20, 2026 | Calkins Daniel | Chief Financial Officer | AWARD | 57 | $5.74 | $327.18 |
| Feb 4, 2026 | Paterson Dan | President and CEO | SELL | 970 | $6.69 | $6.5K |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.4/10.
BULLISH
INST-CLUSTER
5/10
Seven institutional investors accumulated $4.2M net in Verastem (VSTM) in Q3 2024, led by Alyeska In
Jun 11, 2026
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutional investors (BlackRock, Fidelity, Morgan Stanley) collectively added
Jun 11, 2026
NEUTRAL
3
2/10
Michael P. Bailey filed a Form 3 initial statement of beneficial ownership upon becoming a director
May 27, 2026
NEUTRAL
144
3/10
Director Robert Gagnon filed a Form 144 to sell 20,103 shares of Verastem common stock, with an esti
May 27, 2026
NEUTRAL
8-K
4/10
Verastem released a corporate presentation disclosing strong commercial performance of its newly app
Mar 4, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (93% buy). Based on 15 analysts: 5 strong buy, 9 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$16.00 mean target
+290.2% upside
Strong Buy (1.11)
$14.00 Low
$18.00 High
| Metric | Value |
|---|---|
| Current Price | $4.10 |
| Target Low | $14.00 |
| Target Mean | $16.00 |
| Target Median | $15.50 |
| Target High | $18.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (1.11) |
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 |
$-0.45 | $-0.45 | $-0.44 | 29.4% | +1.8% | 1↑ 0↓ | $0.0B | 987.4% | 2 |
| Next Q 2026-09-30 |
$-0.36 | $-0.38 | $-0.34 | 33.3% | +17.6% | 1↑ 0↓ | $0.0B | 150.9% | 2 |
| Current FY 2026-12-31 |
$-1.51 | $-1.52 | $-1.50 | 35.7% | +11.7% | 1↑ 0↓ | $0.1B | 234.8% | 2 |
| Next FY 2027-12-31 |
$-1.19 | $-1.20 | $-1.18 | 21.2% | -0.6% | 1↑ 0↓ | $0.2B | 76.6% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.445 | |
| 7d ago | $-0.453 | +0.008 |
| 30d ago | $-0.453 | +0.008 |
| 60d ago | $-0.465 | +0.020 |
| 90d ago | $-0.500 | +0.055 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 14, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| May 8, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Apr 23, 2026 | BTIG | REITERATE | Buy | Buy |
| Apr 20, 2026 | BTIG | REITERATE | Buy | Buy |
| Apr 10, 2026 | BTIG | REITERATE | Buy | Buy |
| Apr 10, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 5 | 9 | 1 | 0 | 0 | 93% | |
| Jan 1, 2026 | 5 | 9 | 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.
63°
Warm
Bearish
Neutral
Bullish
4 mentions
2 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 28, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
"I think $VSTM is undervalued. What do you guys think?
▲ 1
💬 1
⚡ 0.5
$VSTM stock.
▲ 1
💬 0
⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: VSTM — 59.8% short (0.4M / 0.7M)
Short: 421,796 | Exempt: 11,188 | TRF Vol: 705,319 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: VSTM — 62.6% short (0.4M / 0.7M)
Short: 410,570 | Exempt: 480 | TRF Vol: 655,482 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: VSTM — 61.7% short (0.5M / 0.9M)
Short: 540,433 | Exempt: 11,825 | TRF Vol: 876,004 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: VSTM — 71.7% short (0.7M / 1.0M)
Short: 713,252 | Exempt: 309 | TRF Vol: 994,402 | Short Ratio: 71.7% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: VSTM — 56.1% short (0.3M / 0.6M)
Short: 323,540 | Exempt: 399 | TRF Vol: 576,229 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: VSTM — 66.3% short (0.7M / 1.0M)
Short: 672,372 | Exempt: 7 | TRF Vol: 1,014,372 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: VSTM — 63.8% short (0.9M / 1.4M)
Short: 913,720 | Exempt: 7,963 | TRF Vol: 1,432,677 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
Clinical Trial
Study of Avutometinib (VS-6766) +Defactinib With Gemcitabine and Nab-paclitaxel in Patients With Pancreatic Cancer
Phase Phase 2 — ACTIVE_NOT_RECRUITING
Jun 2, 2026
clinical_trial_readout
T-90d Trial Readout: avutometinib (VS-6766) and defactinib in combination with gemcitabine and nab-paclitaxel (Phase 2)
Trial: Study of Avutometinib (VS-6766) +Defactinib With Gemcitabine and Nab-paclitaxel in Patients With Pancreatic Cancer
Sponsor: Verastem, Inc.
Phas
Jun 2, 2026
short_volume
Short Volume: VSTM — 58.8% short (0.9M / 1.6M)
Short: 930,895 | Exempt: 383 | TRF Vol: 1,582,760 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: VSTM — 70.6% short (0.7M / 0.9M)
Short: 657,423 | Exempt: 799 | TRF Vol: 931,094 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: VSTM — 61.7% short (0.4M / 0.6M)
Short: 373,583 | Exempt: 0 | TRF Vol: 605,645 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: VSTM — 59.1% short (0.3M / 0.5M)
Short: 322,609 | Exempt: 2,000 | TRF Vol: 545,715 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: VSTM — 81.7% short (1.2M / 1.5M)
Short: 1,195,560 | Exempt: 41 | TRF Vol: 1,462,548 | Short Ratio: 81.7% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: VSTM — 64.6% short (0.4M / 0.7M)
Short: 423,634 | Exempt: 4,463 | TRF Vol: 655,830 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: VSTM — 77.6% short (0.4M / 0.6M)
Short: 433,881 | Exempt: 30 | TRF Vol: 559,201 | Short Ratio: 77.6% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
Clinical Trial
Phase 1/2 Study of Avutometinib (VS-6766) + Sotorasib With or Without Defactinib in KRAS G12C NSCLC Patients
Phase Phase 2 — ACTIVE_NOT_RECRUITING