BLTE

BELITE BIO, INC

Nasdaq · Pharmaceutical Preparations · Inc. E9 · CIK 0001889109
$138.16 +0.96% $5.4B
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)4 New Institutional Positions4 Institutional Exits
Vol
Market Cap$5.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders31 funds
Inst. Value$282.3M
Inst. Activity4 buys / 4 sells
Insider Activity0B / 19S
Insider Net $-$1.3M
SEC Reports5
Press Releases1
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. E9·CIK 0001889109·Prev Close $136.85

Recent Activity

Jun 13, 2026 fda
Belite Bio Completes Rolling Submission of New Drug Application to U.S. Food and Drug Administration for Tinlarebant for the Treatment of Stargardt Disease Type 1
<p align="left">SAN DIEGO, June 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.co
May 20, 2026 SEC
Belite Bio reported Q1 2026 GAAP EPS of -$0.68, missing the -$0.64 consensus by 6.3%, with net loss widening to $26.9M f
PRESS-RELEASE — Impact 6/10
May 7, 2026 Insider
MATA NATHAN L. sold 226 shares
Chief Scientific Officer @ $152.45 ($34.5K)
May 6, 2026 Insider
MATA NATHAN L. sold 8 shares
Chief Scientific Officer @ $151.57 ($1.2K)
May 5, 2026 Insider
MATA NATHAN L. sold 120 shares
Chief Scientific Officer @ $153.92 ($18.5K)
Apr 21, 2026 SEC
Belite Bio announced the initiation of a rolling NDA submission to the FDA for tinlarebant, a potential treatment for St
PRESS-RELEASE — Impact 5/10
Apr 21, 2026 SEC
Belite Bio announced the initiation of a rolling submission of a New Drug Application (NDA) to the FDA for tinlarebant,
6-K — Impact 8/10
Inst.
Holocene Advisors, LP — DOUBLED
494,495 shares ($78.8M)

Price Targets

$210.50 +52.4% upside Strong Buy
Current $138.16 Low $185.00 Median $200.50 High $266.00 8 analysts
$185.00 $266.00

Analyst Ratings

Strong Buy93% buy · 14 analysts
4Strong Buy
9Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 Mizuho MAINTAIN Outperform → Outperform
May 21, 2026 HC Wainwright & Co. REITERATE Buy → Buy
Apr 22, 2026 HC Wainwright & Co. REITERATE Buy → Buy
Apr 13, 2026 HC Wainwright & Co. REITERATE Buy → Buy
Mar 3, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.77 ▼ -15.4% $-0.99 — $-0.54 -55% YoY 7
Next Q $-0.82 ▼ -19.2% $-1.17 — $-0.53 -26% YoY 7
Current FY $-3.28 ▼ -54.2% $-4.28 — $-2.77 -42% YoY 7
Next FY $0.94 ▲ +20.3% $-4.43 — $8.83 129% YoY 7

Top Institutional Holders

FundValueMove
RTW INVESTMENTS, LP$114.1MDOUBLED
Holocene Advisors, LP$78.8MDOUBLED
MORGAN STANLEY$32.1MDOUBLED
GOLDMAN SACHS GROUP INC$16.8M
FRED ALGER MANAGEMENT, LLC$10.0MNEW

Recent Insider Trades

DateInsiderTypeValue
May 7, 2026MATA NATHANSELL$34.5K
May 6, 2026MATA NATHANSELL$1.2K
May 5, 2026MATA NATHANSELL$18.5K
May 4, 2026MATA NATHANSELL$4.9K
May 1, 2026MATA NATHANSELL$8.0K
31 institutional holders with $282.3M total value (2,169,292 shares) as of 2026-Q1. Top holders: RTW, Holocene, MORGAN.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1RTW INVESTMENTS, LP715,332$114.1M40.4%DOUBLED +128.9%
2Holocene Advisors, LP494,495$78.8M27.9%DOUBLED +488.2%
3MORGAN STANLEY201,409$32.1M11.4%DOUBLED +619.0%
4GOLDMAN SACHS GROUP INC105,509$16.8M6.0%
5FRED ALGER MANAGEMENT, LLC62,574$10.0M3.5%NEW
6RENAISSANCE TECHNOLOGIES LLC52,000$8.3M2.9%TRIM -34.6%
7TD ASSET MANAGEMENT INC33,410$5.3M1.9%
8MANUFACTURERS LIFE INSURANCE COMPANY, THE19,600$3.1M1.1%
9STATE STREET CORP16,048$2.6M0.9%TRIM -34.3%
10BANK OF MONTREAL /CAN/15,981$2.5M0.9%
11Trexquant Investment LP15,072$2.4M0.9%
12Blackstone Inc.10,692$1.7M0.6%
13BARCLAYS PLC6,822$1.1M0.4%
14Amundi4,210$671.2K0.2%
15BANK OF AMERICA CORP /DE/3,778$602.4K0.2%DOUBLED +104.0%
16AMERIPRISE FINANCIAL INC2,767$441.2K0.2%NEAR_EXIT -79.1%
17ROYAL BANK OF CANADA2,257$360.0K0.1%
18CITADEL ADVISORS LLC2,008$320.2K0.1%ADD +45.2%
19TUDOR INVESTMENT CORP ET AL1,596$254.5K0.1%
20Merit Financial Group, LLC1,415$225.6K0.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Holocene Advisors, LPDOUBLED84,067494,495+488.2%$78.8M2026-Q1
MORGAN STANLEYDOUBLED28,013201,409+619.0%$32.1M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED1,8523,778+104.0%$602.4K2026-Q1
AMERIPRISE FINANCIAL INCNEAR_EXIT13,2212,767-79.1%$441.2K2026-Q1
HRT FINANCIAL LPADD8,16410,922+33.8%$1.7K2026-Q1
RA CAPITAL MANAGEMENT, L.P.EXIT432,4840-100.0%$0.002026-Q1
Point72 Asset Management, L.P.EXIT284,4370-100.0%$0.002026-Q1
MARSHALL WACE, LLPEXIT192,7000-100.0%$0.002026-Q1
RTW INVESTMENTS, LPDOUBLED312,500715,332+128.9%$114.4M2025-Q4
RA CAPITAL MANAGEMENT, L.P.TRIM875,000432,484-50.6%$69.2M2025-Q4
Point72 Asset Management, L.P.DOUBLED3,100284,437+9075.4%$45.5M2025-Q4
Holocene Advisors, LPNEW84,067$13.4M2025-Q4
FRED ALGER MANAGEMENT, LLCNEW79,394$12.7M2025-Q4
MORGAN STANLEYDOUBLED5,23028,013+435.6%$4.5M2025-Q4
AMERIPRISE FINANCIAL INCDOUBLED3,03113,221+336.2%$2.1M2025-Q4
BANK OF AMERICA CORP /DE/ADD1,1711,852+58.2%$296.2K2025-Q4
RA CAPITAL MANAGEMENT, L.P.NEW875,000$64.8M2025-Q3
RTW INVESTMENTS, LPNEW312,500$23.1M2025-Q3
MARSHALL WACE, LLPDOUBLED9,486187,500+1876.6%$13.9M2025-Q3
STATE STREET CORPTRIM20,20313,273-34.3%$982.2K2025-Q3
UBS Group AGDOUBLED2,35811,334+380.7%$838.7K2025-Q3
CITADEL ADVISORS LLCADD7,45610,827+45.2%$801.2K2025-Q3
MORGAN STANLEYDOUBLED5075,230+931.6%$387.0K2025-Q3
Point72 Asset Management, L.P.DOUBLED1,3003,100+138.5%$229.4K2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM4,3002,812-34.6%$208.1K2025-Q3
5 unique insiders with 26 transactions. Net insider value: -$1.3M ($0.00 bought, $1.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 7, 2026MATA NATHAN L.Chief Scientific OfficerSELL226$152.45$34.5K
May 6, 2026MATA NATHAN L.Chief Scientific OfficerSELL8$151.57$1.2K
May 5, 2026MATA NATHAN L.Chief Scientific OfficerSELL120$153.92$18.5K
May 4, 2026MATA NATHAN L.Chief Scientific OfficerSELL32$153.50$4.9K
May 1, 2026MATA NATHAN L.Chief Scientific OfficerSELL52$153.89$8.0K
Apr 29, 2026MATA NATHAN L.Chief Scientific OfficerSELL278$154.58$43.0K
Apr 28, 2026MATA NATHAN L.Chief Scientific OfficerSELL12$154.65$1.9K
Apr 27, 2026MATA NATHAN L.Chief Scientific OfficerSELL44$160.83$7.1K
Apr 24, 2026MATA NATHAN L.Chief Scientific OfficerSELL74$157.86$11.7K
Apr 23, 2026MATA NATHAN L.Chief Scientific OfficerSELL267$164.47$43.9K
Apr 22, 2026MATA NATHAN L.Chief Scientific OfficerSELL31$165.70$5.1K
Apr 21, 2026Scholl Hendrik PeterChief Medical OfficerJ10,000
Apr 21, 2026Chuang Hao-YuanChief Financial OfficerJ10,000
Apr 21, 2026Lin Yu-HsinChief Executive OfficerJ10,000
Apr 21, 2026MATA NATHAN L.Chief Scientific OfficerSELL64$163.49$10.5K
Apr 20, 2026MATA NATHAN L.Chief Scientific OfficerSELL284$162.76$46.2K
Apr 17, 2026MATA NATHAN L.Chief Scientific OfficerSELL32$158.46$5.1K
Apr 16, 2026MATA NATHAN L.Chief Scientific OfficerSELL216$158.28$34.2K
Apr 15, 2026MATA NATHAN L.Chief Scientific OfficerSELL383$167.58$64.2K
Apr 9, 2026Lin Yu-HsinChief Executive OfficerSELL2,500$180.36$450.9K
Apr 9, 2026Chen Wan-ShanDirectorSELL1,100$180.43$198.5K
Apr 9, 2026Chuang Hao-YuanChief Financial OfficerSELL2,000$180.35$360.7K
Mar 31, 2026MATA NATHAN L.Chief Scientific OfficerAWARD144,868
Mar 31, 2026Chuang Hao-YuanChief Financial OfficerAWARD144,868
Mar 31, 2026Lin Yu-HsinChief Executive OfficerAWARD206,954
Mar 31, 2026Chen Wan-ShanDirectorAWARD13,796
Current analyst consensus: Strong Buy (93% buy). Based on 14 analysts: 4 strong buy, 9 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$210.50 mean target +52.4% upside Strong Buy (3.00)
$185.00 Low $266.00 High
MetricValue
Current Price$138.16
Target Low$185.00
Target Mean$210.50
Target Median$200.50
Target High$266.00
# Analysts8
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.77 $-0.99 $-0.54 -54.6% -15.4% 3↑ 4↓ $0.0B 0.0% 7
Next Q
2026-09-30
$-0.82 $-1.17 $-0.53 -25.7% -19.2% 3↑ 4↓ $0.0B 0.0% 7
Current FY
2026-12-31
$-3.28 $-4.28 $-2.77 -42.2% -54.2% 2↑ 5↓ $0.0B 0.0% 7
Next FY
2027-12-31
$0.94 $-4.43 $8.83 128.8% +20.3% 2↑ 4↓ $0.2B 0.0% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.773
7d ago$-0.670-0.103
30d ago$-0.670-0.103
60d ago$-0.670-0.103
90d ago$-0.544-0.229
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 Mizuho MAINTAIN Outperform Outperform
May 21, 2026 HC Wainwright & Co. REITERATE Buy Buy
Apr 22, 2026 HC Wainwright & Co. REITERATE Buy Buy
Apr 13, 2026 HC Wainwright & Co. REITERATE Buy Buy
Mar 3, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Mar 3, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 3, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jan 28, 2026 HC Wainwright & Co. REITERATE Buy Buy
Jan 26, 2026 B of A Securities INITIATE Buy
Jan 6, 2026 Morgan Stanley INITIATE Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264910093%
May 1, 20264910093%
Apr 1, 20264910093%
Mar 1, 20264910093%
Feb 1, 20264910093%
Jan 1, 20263810092%
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.

Jun 13, 2026
fda
Belite Bio Completes Rolling Submission of New Drug Application to U.S. Food and Drug Administration for Tinlarebant for the Treatment of Stargardt Disease Type 1
<p align="left">SAN DIEGO, June 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=-5s4_KzPcDXS9J2_kOKPTQqRaTu9a_GA3tN
May 20, 2026
earnings
Belite Bio Reports Unaudited First Quarter 2026 Financial Results and Provides a Corporate Update
<p>SAN DIEGO, May 20, 2026 (GLOBE NEWSWIRE) -- Belite Bio, Inc (NASDAQ: BLTE) (“Belite Bio<sup>®</sup>” or the “Company”), a clinical-stage drug dev
May 18, 2026
other
Belite Bio Receives Orphan Drug Status for Tinlarebant in Stargardt Disease in Switzerland
<p>SAN DIEGO, May 18, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=yvhQFFBX1ImgbAGCocOmUjw2Pf4fMAxBcBYDPT3K1CPmTp8KF
May 13, 2026
earnings
Belite Bio to Host Webcast on May 20, 2026, to Discuss First Quarter 2026 Financial Results
<p>SAN DIEGO, May 13, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=uZCYcf2BJhPFOUp0Axut21S-4Es8vvEMWvMjHfKf2SHyO1FFr
May 11, 2026
earnings_calendar
BLTE Q1 2026 Earnings Scheduled — 2026-05-11
Apr 21, 2026
earnings
Belite Bio Initiates Rolling Submission of New Drug Application to the U.S. Food and Drug Administration for Tinlarebant for the Treatment of Stargardt Disease
<p>SAN DIEGO, April 21, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=mL9FJnYlM-LbSOcpf6P6kFIqzxZh2mYjOlV_NBZkiK2Xlz_
Mar 31, 2026
regulatory
Belite Bio Announces Availability of Annual Report on Form 20-F Through Company Website
<p align="justify">SAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- Belite Bio, Inc (NASDAQ: BLTE), a clinical-stage development company focused on adv
Mar 5, 2026
short_interest
FTD: BLTE — 4,392 shares ($0.8M) failed to deliver
Settlement: 20260305, Price: $177.79, FTD Value: $780,853.68, BELITE BIO INC ADR (CYM)
Mar 4, 2026
short_interest
FTD: BLTE — 18,703 shares ($3.1M) failed to deliver
Settlement: 20260304, Price: $167.88, FTD Value: $3,139,859.64, BELITE BIO INC ADR (CYM)
Mar 3, 2026
short_interest
FTD: BLTE — 4,099 shares ($0.7M) failed to deliver
Settlement: 20260303, Price: $177.58, FTD Value: $727,900.42, BELITE BIO INC ADR (CYM)
Mar 2, 2026
earnings
Belite Bio Reports Preliminary, Unaudited Fourth Quarter and Full Year 2025 Financial Results and Provides a Corporate Update
<p>SAN DIEGO, March 02, 2026 (GLOBE NEWSWIRE) -- Belite Bio, Inc (NASDAQ: BLTE) (“Belite Bio” or the “Company”), a clinical-stage drug development c
Mar 2, 2026
earnings_calendar
BLTE Q4 2025 Earnings Before Market Open — 2026-03-02