BCYC

BICYCLE THERAPEUTICS PLC

Nasdaq · Pharmaceutical Preparations · Inc. X0 · CIK 0001761612
$4.40 -0.45% $308.6M
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)3 Institutional Exits
Vol
Market Cap$308.6M
Cap SizeSmall Cap
Analyst ConsensusBuy (68%)
Inst. Holders6 funds
Inst. Value$8.9M
Inst. Activity0 buys / 3 sells
Insider Activity0B / 10S
Insider Net $-$68.3K
SEC Reports1
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. X0·CIK 0001761612·Prev Close $4.42

Recent Activity

Apr 29, 2026 earnings_calendar
BCYC Q1 2026 Earnings Scheduled — 2026-04-29
Apr 20, 2026 SEC
Bicycle Therapeutics announced positive Phase 1/2 clinical data for its nuzefatide pevedotin in combination with nivolum
8-K — Impact 7/10
Apr 6, 2026 Insider
Skynner Michael sold 525 shares
CHIEF SCIENTIFIC OFFICER @ $5.05 ($2.7K)
Apr 6, 2026 Insider
Perry Jennifer Scott sold 37 shares
Chief Operating Officer @ $5.05 ($186.85)
Apr 6, 2026 Insider
Lee Kevin sold 1,716 shares
CHIEF EXECUTIVE OFFICER @ $5.05 ($8.7K)
Inst.
MORGAN STANLEY — TRIM
465,222 shares ($3.3M)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
132,032 shares ($934.8K)

Price Targets

$12.11 +175.3% upside Strong Buy
Current $4.40 Low $5.00 Median $8.00 High $36.00 9 analysts
$5.00 $36.00

Analyst Ratings

Buy68% buy · 19 analysts
6Strong Buy
7Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 8, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Mar 18, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Mar 18, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
Mar 18, 2026 Citizens MAINTAIN Market Outperform → Market Outperform
Mar 18, 2026 Needham MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.58 ▼ -0.9% $-0.75 — $-0.37 49% YoY 10
Next Q $-0.50 ▼ -1.8% $-0.66 — $-0.29 41% YoY 10
Current FY $-2.31 ▼ -11.3% $-2.86 — $-1.30 27% YoY 11
Next FY $-2.13 ▼ -12.4% $-2.56 — $-1.32 7% YoY 10

Top Institutional Holders

FundValueMove
RENAISSANCE TECHNOLOGIES LLC$4.0MADD
MORGAN STANLEY$3.3MTRIM
TWO SIGMA INVESTMENTS, LP$934.8KTRIM
BANK OF AMERICA CORP$682.5KNEAR_EXIT
FMR LLC$2.2K

Recent Insider Trades

DateInsiderTypeValue
Apr 6, 2026Skynner MichaelSELL$2.7K
Apr 6, 2026Perry JenniferSELL$186.85
Apr 6, 2026Lee KevinSELL$8.7K
Apr 6, 2026Thompson TravisSELL$515.10
Apr 6, 2026Hannay MichaelSELL$1.3K
6 institutional holders with $8.9M total value (1,260,771 shares) as of 2025-Q4. Top holders: RENAISSANCE, MORGAN, TWO. Net selling activity: 3 institutions trimmed/exited vs 0 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1RENAISSANCE TECHNOLOGIES LLC566,600$4.0M44.9%ADD +62.9%
2MORGAN STANLEY465,222$3.3M36.9%TRIM -43.5%
3TWO SIGMA INVESTMENTS, LP132,032$934.8K10.5%TRIM -28.5%
4BANK OF AMERICA CORP /DE/96,401$682.5K7.6%NEAR_EXIT -83.7%
5FMR LLC316$2.2K0.0%
6WELLS FARGO & COMPANY/MN200$1.4K0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM822,705465,222-43.5%$3.3M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM184,537132,032-28.5%$934.8K2025-Q4
BANK OF AMERICA CORP /DE/NEAR_EXIT591,53596,401-83.7%$682.5K2025-Q4
BANK OF AMERICA CORP /DE/TRIM830,634591,535-28.8%$4.6M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD318,400518,700+62.9%$4.0M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED56,198184,537+228.4%$1.4M2025-Q3
UBS Group AGTRIM33,37511,373-65.9%$88.0K2025-Q3
BANK OF AMERICA CORP /DE/ADD563,559830,634+47.4%$5.8M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW56,198$390.6K2025-Q2
UBS Group AGTRIM72,70233,375-54.1%$232.0K2025-Q2
UBS Group AGTRIM132,36172,702-45.1%$617.2K2025-Q1
MORGAN STANLEYTRIM1,349,894862,137-36.1%$12.1M2024-Q4
CITADEL ADVISORS LLCADD120,449154,930+28.6%$2.2M2024-Q4
UBS Group AGDOUBLED12,066132,361+997.0%$1.9M2024-Q4
5 unique insiders with 10 transactions. Net insider value: -$68.3K ($0.00 bought, $68.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 6, 2026Skynner MichaelCHIEF SCIENTIFIC OFFICERSELL525$5.05$2.7K
Apr 6, 2026Perry Jennifer ScottChief Operating OfficerSELL37$5.05$186.85
Apr 6, 2026Lee KevinCHIEF EXECUTIVE OFFICERSELL1,716$5.05$8.7K
Apr 6, 2026Thompson Travis AlvinChief Financial OfficerSELL102$5.05$515.10
Apr 6, 2026Hannay Michael Charles FergusonCHIEF PROD & SUPPLY CHAIN OFFSELL251$5.05$1.3K
Apr 2, 2026Lee KevinCHIEF EXECUTIVE OFFICERSELL5,967$4.91$29.3K
Apr 2, 2026Skynner MichaelCHIEF SCIENTIFIC OFFICERSELL1,879$4.91$9.2K
Apr 2, 2026Perry Jennifer ScottChief Operating OfficerSELL1,038$4.91$5.1K
Apr 2, 2026Thompson Travis AlvinChief Financial OfficerSELL799$4.91$3.9K
Apr 2, 2026Hannay Michael Charles FergusonCHIEF PROD & SUPPLY CHAIN OFFSELL1,521$4.91$7.5K
Feb 3, 2026Thompson Travis AlvinChief Financial OfficerA58,000$0.00$0.00
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (68% buy). Based on 19 analysts: 6 strong buy, 7 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$12.11 mean target +175.3% upside Strong Buy (1.91)
$5.00 Low $36.00 High
MetricValue
Current Price$4.40
Target Low$5.00
Target Mean$12.11
Target Median$8.00
Target High$36.00
# Analysts9
RecommendationStrong Buy (1.91)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.58 $-0.75 $-0.37 49.5% -0.9% 1↑ 1↓ $0.0B 48.8% 10
Next Q
2026-09-30
$-0.50 $-0.66 $-0.29 41.3% -1.8% 1↑ 1↓ $0.0B -63.8% 10
Current FY
2026-12-31
$-2.31 $-2.86 $-1.30 27.0% -11.3% 1↑ 8↓ $0.0B -76.0% 11
Next FY
2027-12-31
$-2.13 $-2.56 $-1.32 7.5% -12.4% 2↑ 2↓ $0.0B -24.4% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.576
7d ago$-0.599+0.023
30d ago$-0.571-0.005
60d ago$-0.994+0.418
90d ago$-0.994+0.418
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 8, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 18, 2026 Oppenheimer MAINTAIN Outperform Outperform
Mar 18, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Mar 18, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Mar 18, 2026 Needham MAINTAIN Buy Buy
Nov 24, 2025 Truist Securities INITIATE Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20266760068%
Apr 1, 20266760068%
Mar 1, 20266860070%
Feb 1, 20266860070%
Jan 1, 20266860070%
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.

Apr 29, 2026
earnings_calendar
BCYC Q1 2026 Earnings Scheduled — 2026-04-29
Feb 23, 2026
earnings_calendar
BCYC Q4 2025 Earnings After Market Close — 2026-02-23