CABA

Cabaletta Bio, Inc.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0001759138
$3.01 0.00% $490.8M
High Impact Filing (7/10)5 New Institutional Positions3 Institutional Exits
Vol
Market Cap$490.8M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders50 funds
Inst. Value$110.4M
Inst. Activity5 buys / 3 sells
Reddit Sentiment75° Bullish
SEC Reports12
Press Releases1
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001759138·Prev Close $3.01

Recent Activity

Jun 11, 2026 SEC
{ "summary": "An institutional cluster for Cabaletta Bio (CABA) from Q3 2024 reveals heavy distribution: Alkeon Capita
INST-CLUSTER — Impact 5/10
Jun 9, 2026 Insider
Brun Scott C. was granted 22,000 shares
Director
Jun 9, 2026 Insider
Bollard Catherine was granted 22,000 shares
Director
Jun 9, 2026 Insider
HENRIQUES RICHARD C JR was granted 22,000 shares
Director
Jun 5, 2026 SEC
Cabaletta Bio presented updated Phase 1/2 clinical data for rese-cel across multiple autoimmune indications at EULAR 202
8-K — Impact 7/10
Jun 1, 2026 SEC
Cabaletta Bio's board withdrew Proposal 3 (amendment to the 2019 Stock Option and Incentive Plan) from the June 9, 2026
DEFA14A — Impact 3/10
Inst.
MARSHALL WACE, LLP — DOUBLED
2,179,818 shares ($5.9M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
2,036,663 shares ($5.5M)

Price Targets

$13.38 +344.4% upside Strong Buy
Current $3.01 Low $4.00 Median $13.50 High $30.00 8 analysts
$4.00 $30.00

Analyst Ratings

Strong Buy81% buy · 16 analysts
6Strong Buy
7Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 4, 2026 Cantor Fitzgerald REITERATE Overweight → Overweight
Mar 24, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Mar 24, 2026 Guggenheim MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.34 ▲ +21.8% $-0.41 — $-0.26 53% YoY 5
Next Q $-0.31 ▲ +17.2% $-0.42 — $-0.20 28% YoY 5
Current FY $-1.34 ▲ +12.9% $-1.64 — $-1.00 36% YoY 5
Next FY $-1.42 ▼ -1.1% $-2.63 — $-0.80 -6% YoY 5

Top Institutional Holders

FundValueMove
JENNISON ASSOCIATES LLC$24.1MADD
ADAGE CAPITAL PARTNERS GP,$23.8MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$10.8M
TWO SIGMA INVESTMENTS, LP$6.7MDOUBLED
BlackRock, Inc.$6.4MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026Brun ScottA$0.00
Jun 9, 2026Bollard CatherineA$0.00
Jun 9, 2026HENRIQUES RICHARDA$0.00
Jun 9, 2026Simon MarkA$0.00
Jun 9, 2026Tomasello ShawnA$0.00

Reddit Sentiment

75°
Bullish
Bearish Neutral Bullish
4 mentions 4 bullish 0 bearish
50 institutional holders with $110.4M total value (41,534,873 shares) as of 2026-Q1. Top holders: JENNISON, ADAGE, VANGUARD. Net buying activity: 5 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1JENNISON ASSOCIATES LLC8,970,578$24.1M21.9%ADD +41.2%
2ADAGE CAPITAL PARTNERS GP, L.L.C.8,829,758$23.8M21.5%DOUBLED +142.9%
3VANGUARD CAPITAL MANAGEMENT LLC4,028,991$10.8M9.8%
4TWO SIGMA INVESTMENTS, LP2,497,917$6.7M6.1%DOUBLED +291.1%
5BlackRock, Inc.2,373,003$6.4M5.8%ADD +43.7%
6MARSHALL WACE, LLP2,179,818$5.9M5.3%DOUBLED +127.3%
7RENAISSANCE TECHNOLOGIES LLC2,036,663$5.5M5.0%ADD +33.8%
8MORGAN STANLEY1,408,152$3.8M3.4%
9Woodline Partners LP1,250,242$3.4M3.0%TRIM -41.5%
10SUSQUEHANNA INTERNATIONAL GROUP, LLP1,078,900$2.9M2.6%
11GOLDMAN SACHS GROUP INC783,220$2.1M1.9%
12DIMENSIONAL FUND ADVISORS LP740,648$2.0M1.8%ADD +63.8%
13SCHRODER INVESTMENT MANAGEMENT GROUP756,637$1.9M1.7%
14VANGUARD FIDUCIARY TRUST CO570,191$1.5M1.4%
15CITADEL ADVISORS LLC478,600$1.3M1.2%TRIM -58.2%
16STATE STREET CORP469,978$1.3M1.1%ADD +72.9%
17BANK OF AMERICA CORP /DE/269,257$724.3K0.7%DOUBLED +1770.9%
18WELLINGTON MANAGEMENT GROUP LLP247,659$666.2K0.6%
19Point72 Asset Management, L.P.246,615$663.4K0.6%DOUBLED +335.3%
20GOLDMAN SACHS GROUP INC246,500$663.1K0.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MARSHALL WACE, LLPDOUBLED959,0762,179,818+127.3%$5.9M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD1,522,5832,036,663+33.8%$5.5M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD452,039740,648+63.8%$2.0M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED14,392269,257+1770.9%$724.3K2026-Q1
Point72 Asset Management, L.P.DOUBLED56,648246,615+335.3%$663.4K2026-Q1
OMERS ADMINISTRATION CorpTRIM95,40054,100-43.3%$145.5K2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEAR_EXIT51,55211,154-78.4%$30.0K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/TRIM1,093,959442,277-59.6%$1.2K2026-Q1
BlackRock, Inc.ADD1,620,8722,328,470+43.7%$5.1M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED470,4751,839,799+291.1%$4.0M2025-Q4
Woodline Partners LPTRIM2,135,3481,250,242-41.5%$2.7M2025-Q4
MARSHALL WACE, LLPTRIM1,326,043959,076-27.7%$2.1M2025-Q4
Invesco Ltd.ADD122,800189,195+54.1%$414.3K2025-Q4
FRED ALGER MANAGEMENT, LLCTRIM59,81328,021-53.2%$61.4K2025-Q4
BANK OF AMERICA CORP /DE/NEAR_EXIT268,05814,392-94.6%$31.5K2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED6004,600+666.7%$10.1K2025-Q4
WELLS FARGO & COMPANY/MNTRIM3,0002,000-33.3%$4.4K2025-Q4
JENNISON ASSOCIATES LLCADD6,020,1678,497,537+41.2%$19.9M2025-Q3
Woodline Partners LPADD1,218,4642,135,348+75.2%$5.0M2025-Q3
BlackRock, Inc.ADD970,6011,620,872+67.0%$3.8M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED126,1001,339,423+962.2%$3.1M2025-Q3
MARSHALL WACE, LLPDOUBLED190,9571,326,043+594.4%$3.1M2025-Q3
Alyeska Investment Group, L.P.TRIM4,800,0001,300,000-72.9%$3.0M2025-Q3
CITADEL ADVISORS LLCTRIM1,687,980705,465-58.2%$1.7M2025-Q3
TWO SIGMA INVESTMENTS, LPADD252,357470,475+86.4%$1.1M2025-Q3
11 unique insiders with 11 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026Brun Scott C.DirectorAWARD22,000
Jun 9, 2026Bollard CatherineDirectorAWARD22,000
Jun 9, 2026HENRIQUES RICHARD C JRDirectorAWARD22,000
Jun 9, 2026Simon MarkDirectorAWARD22,000
Jun 9, 2026Tomasello ShawnDirectorAWARD22,000
Mar 2, 2026Chang David J.Chief Medical OfficerAWARD225,000
Mar 2, 2026Nichtberger StevenPresident & CEOAWARD674,000
Mar 2, 2026Marda AnupChief Financial OfficerAWARD225,000
Mar 2, 2026Das ArunChief Business OfficerAWARD175,000
Mar 2, 2026Gerard MichaelGeneral CounselAWARD175,000
Mar 2, 2026Binder GwendolynPresident, Science & Tech.AWARD225,000
12 SEC filing reports analyzed. Sentiment: 4 bullish, 3 bearish, 0 mixed, 5 neutral. Avg impact: 5.3/10.
NEUTRAL INST-CLUSTER 5/10
{ "summary": "An institutional cluster for Cabaletta Bio (CABA) from Q3 2024 reveals heavy distrib
Jun 11, 2026
BULLISH 8-K 7/10
Cabaletta Bio presented updated Phase 1/2 clinical data for rese-cel across multiple autoimmune indi
Jun 5, 2026
NEUTRAL DEFA14A 3/10
Cabaletta Bio's board withdrew Proposal 3 (amendment to the 2019 Stock Option and Incentive Plan) fr
Jun 1, 2026
BULLISH 8-K 7/10
Cabaletta Bio presented new clinical data at ASGCT 2026 showing that 2 of 4 refractory pemphigus vul
May 14, 2026
BEARISH 8-K 6/10
Cabaletta Bio reported Q1 2026 net loss of $43.5M (EPS -$0.39, beating consensus of -$0.41 by ~5%) w
May 14, 2026
NEUTRAL PRESS-RELEASE 4/10
Cabaletta Bio reported Q1 2026 EPS of -$0.40, a 3.1% miss vs consensus of -$0.39, with no revenue. T
May 14, 2026
BEARISH 8-K 7/10
Cabaletta Bio priced a $150M underwritten offering of 51.7M shares at $2.90/share, representing ~51%
May 4, 2026
BEARISH 424B5 7/10
Cabaletta Bio is selling 51,725,000 shares of common stock at $2.90 per share in a dilutive follow-o
May 4, 2026
NEUTRAL 8-K 3/10
Cabaletta Bio announced it will present new clinical and translational data from 4 refractory patien
May 4, 2026
NEUTRAL DEFA14A 2/10
Cabaletta Bio files additional proxy materials for its 2026 annual meeting. The board recommends vot
Apr 28, 2026
BULLISH 8-K 7/10
Cabaletta Bio updated its corporate presentation with clinical data showing positive safety and effi
Apr 20, 2026
BULLISH INST-CLUSTER 6/10
Three major passive institutions — Morgan Stanley, Wells Fargo, and UBS — significantly increased th
Feb 28, 2026
Current analyst consensus: Strong Buy (81% buy). Based on 16 analysts: 6 strong buy, 7 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$13.38 mean target +344.4% upside Strong Buy (1.50)
$4.00 Low $30.00 High
MetricValue
Current Price$3.01
Target Low$4.00
Target Mean$13.38
Target Median$13.50
Target High$30.00
# Analysts8
RecommendationStrong Buy (1.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.34 $-0.41 $-0.26 53.1% +21.8% $0.0B 0.0% 5
Next Q
2026-09-30
$-0.31 $-0.42 $-0.20 28.4% +17.2% $0.0B 0.0% 5
Current FY
2026-12-31
$-1.34 $-1.64 $-1.00 36.3% +12.9% 1↑ 0↓ $0.0B 0.0% 5
Next FY
2027-12-31
$-1.42 $-2.63 $-0.80 -6.1% -1.1% 1↑ 0↓ $0.0B 0.0% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.343
7d ago$-0.345+0.002
30d ago$-0.438+0.095
60d ago$-0.448+0.105
90d ago$-0.432+0.090
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 4, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
Mar 24, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 24, 2026 Guggenheim MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266730081%
May 1, 20266730081%
Apr 1, 20266730081%
Mar 1, 20266730081%
Feb 1, 20266730081%
Jan 1, 20266730081%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

75°
Bullish
Bearish Neutral Bullish
4 mentions 4 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 22, 2026160° Warm101
May 22, 2026160° Warm101
May 1, 2026160° Warm101
May 1, 2026160° Warm101
Jun 3, 2026
other
Cabaletta Bio Announces New Rese-cel Data and Development Updates Across Autoimmune Portfolio, Including Encouraging Early PC-Free Lupus Findings, at EULAR 2026 Congress
<p align="center"><em>83% of dermatomyositis patients in the Phase 1/2 RESET-Myositis study would have met the registrational primary endpoint; all th
May 19, 2026
short_volume
Short Volume: CABA — 56.3% short (0.7M / 1.3M)
Short: 717,564 | Exempt: 6,604 | TRF Vol: 1,274,697 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: CABA — 57.3% short (0.6M / 1.1M)
Short: 622,563 | Exempt: 13,596 | TRF Vol: 1,087,053 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: CABA — 60.6% short (0.8M / 1.3M)
Short: 783,402 | Exempt: 0 | TRF Vol: 1,293,650 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings
Cabaletta Bio Reports First Quarter 2026 Financial Results and Provides Business Update
<p align="center"><em>Preconditioning-free (PC-free) 6-to-9-month clinical data with a single infusion of the lowest dose of rese-cel in the RESET-PV<
May 13, 2026
earnings_calendar
CABA Q1 2026 Earnings Before Market Open — 2026-05-13
May 4, 2026
other
Cabaletta Bio Announces Pricing of $150 Million Underwritten Offering
<p>PHILADELPHIA, May 04, 2026 (GLOBE NEWSWIRE) -- Cabaletta Bio, Inc. (“Cabaletta” or the “Company”) (Nasdaq: CABA), a clinical-stage biotechnology
Apr 30, 2026
short_volume
Short Volume: CABA — 56.3% short (0.4M / 0.7M)
Short: 407,801 | Exempt: 0 | TRF Vol: 724,362 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
routine
Cabaletta Bio Announces Multiple Upcoming Presentations, Including Data on Rese-cel without Preconditioning and Rese-cel with Automated Manufacturing, at the ASGCT 2026 Annual Meeting
<p>PHILADELPHIA, April 27, 2026 (GLOBE NEWSWIRE) -- Cabaletta Bio, Inc. (Nasdaq: CABA), a late-stage clinical biotechnology company focused on devel
Apr 23, 2026
short_volume
Short Volume: CABA — 70.8% short (0.5M / 0.7M)
Short: 477,373 | Exempt: 400 | TRF Vol: 673,898 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_interest
FTD: CABA — 179,500 shares ($0.6M) failed to deliver
Settlement: 20260420, Price: $3.44, FTD Value: $617,480, CABALETTA BIO INC COM
Apr 10, 2026
short_volume
Short Volume: CABA — 58.4% short (0.4M / 0.6M)
Short: 363,763 | Exempt: 1,400 | TRF Vol: 622,514 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: CABA — 65.6% short (0.4M / 0.7M)
Short: 441,979 | Exempt: 108 | TRF Vol: 674,036 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
earnings_calendar
CABA Q4 2025 Earnings After Market Close — 2026-03-30
Mar 27, 2026
short_volume
Short Volume: CABA — 60.2% short (0.9M / 1.5M)
Short: 884,999 | Exempt: 7,251 | TRF Vol: 1,470,674 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)