CG
CGEM
Cullinan Therapeutics, Inc.
$13.87
-3.21%
$880.7M
No data for this timeframe.
Vol
Market Cap$880.7M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders8 funds
Inst. Value$62.3M
Inst. Activity4 buys / 1 sells
Insider Activity0B / 14S
Insider Net $-$1.1M
Reddit Sentiment50° Neutral
SEC Reports4
Press Releases3
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001789972·Prev Close $14.33
Recent Activity
Feb 27, 2027
fda_pdufa
PDUFA: CGEM — zipalertinib in EGFR ex20ins NSCLC — 2027-02-27
FDA target action date 2027-02-27 for CGEM (Cullinan Therapeutics, Inc.). Drug: zipalertinib. Indica
May 19, 2026
Press
Cullinan Therapeutics announced that the FDA granted Orphan Drug Designation (ODD) to its CLN-049, a FLT3xCD3 T cell eng
Impact 5/10
May 18, 2026
SEC
Cullinan Therapeutics announced initial Phase 1 clinical data for CLN-978 in RA and SLE, showing robust B cell depletion
8-K — Impact 5/10
May 18, 2026
Press
Cullinan Therapeutics announced that interim Phase 1 data for CLN-978 (CD19xCD3 T cell engager) in RA and SLE will be pr
Impact 5/10
May 5, 2026
Insider
Michaelson Jennifer sold 4,000 shares
Chief Scientific Officer @ $0.00 ($0.00)
May 5, 2026
Insider
Michaelson Jennifer sold 7,800 shares
Chief Scientific Officer @ $14.60 ($113.9K)
May 5, 2026
Insider
Michaelson Jennifer sold 4,000 shares
Chief Scientific Officer @ $4.30 ($17.2K)
Feb 26, 2026
SEC
Six open-market share sales by Cullinan Therapeutics insiders over the past seven days, including the CEO, CMO, CSO, and
CLUSTER — Impact 5/10
Price Targets
$31.45
+126.8% upside
Strong Buy
Current $13.87
Low $23.00
Median $30.00
High $38.00
11 analysts
$23.00
$38.00
Analyst Ratings
9Strong Buy
9Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | BTIG | REITERATE | Buy → Buy |
| May 8, 2026 | Wedbush | MAINTAIN | Outperform → Outperform |
| May 4, 2026 | BTIG | REITERATE | Buy → Buy |
| Apr 28, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Apr 28, 2026 | BTIG | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.85 ▲ +3.9% | $-1.00 — $-0.74 | 20% YoY | 9 |
| Next Q | $-0.87 ▲ +5.6% | $-1.09 — $-0.71 | -13% YoY | 9 |
| Current FY | $-3.12 ▼ -2.0% | $-3.54 — $-2.48 | 7% YoY | 8 |
| Next FY | $-2.54 ▲ +11.6% | $-4.07 — $-0.34 | 18% YoY | 8 |
Latest Reports
BULLISH
Press
5/10
Cullinan Therapeutics announced that the FDA granted Orphan Drug Designation (ODD) to its CLN-049, a FLT3xCD3 T cell eng
May 19, 2026
BULLISH
8-K
5/10
Cullinan Therapeutics announced initial Phase 1 clinical data for CLN-978 in RA and SLE, showing robust B cell depletion
May 18, 2026
BEARISH
CLUSTER
5/10
Six open-market share sales by Cullinan Therapeutics insiders over the past seven days, including the CEO, CMO, CSO, and
Feb 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $34.1M | — |
| MORGAN STANLEY | $7.9M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $6.5M | ADD |
| TWO SIGMA INVESTMENTS, LP | $4.9M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $4.5M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 5, 2026 | Michaelson Jennifer | M | $0.00 |
| May 5, 2026 | Michaelson Jennifer | SELL | $113.9K |
| May 5, 2026 | Michaelson Jennifer | M | $17.2K |
| Mar 5, 2026 | Michaelson Jennifer | SELL | $125.4K |
| Mar 5, 2026 | Michaelson Jennifer | M | $17.2K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $62.3M total value (6,015,362 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, RENAISSANCE. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,298,504 | $34.1M | 54.8% | — |
| 2 | MORGAN STANLEY | 766,934 | $7.9M | 12.7% | ADD +91.7% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 631,706 | $6.5M | 10.5% | ADD +58.3% |
| 4 | TWO SIGMA INVESTMENTS, LP | 470,526 | $4.9M | 7.8% | DOUBLED +688.5% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 436,273 | $4.5M | 7.3% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 346,307 | $3.6M | 5.8% | TRIM -37.8% |
| 7 | WELLS FARGO & COMPANY/MN | 60,514 | $626.3K | 1.0% | ADD +54.7% |
| 8 | FMR LLC | 4,598 | $47.6K | 0.1% | DOUBLED +375.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 400,154 | 766,934 | +91.7% | $7.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 59,672 | 470,526 | +688.5% | $4.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 557,189 | 346,307 | -37.8% | $3.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 39,117 | 60,514 | +54.7% | $626.3K | 2025-Q4 |
| FMR LLC | DOUBLED | 968 | 4,598 | +375.0% | $47.6K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 334,525 | 529,408 | +58.3% | $3.1M | 2025-Q3 |
| MORGAN STANLEY | ADD | 242,092 | 400,154 | +65.3% | $2.4M | 2025-Q3 |
| UBS Group AG | TRIM | 311,309 | 188,185 | -39.6% | $1.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 59,672 | — | $353.9K | 2025-Q3 |
| FMR LLC | TRIM | 3,812 | 968 | -74.6% | $5.7K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 524,385 | 661,285 | +26.1% | $5.0M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 481,832 | 242,092 | -49.8% | $1.8M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 25,687 | 32,739 | +27.5% | $246.5K | 2025-Q2 |
| FMR LLC | ADD | 2,559 | 3,812 | +49.0% | $28.7K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 14,796 | 0 | -100.0% | $0.00 | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 190,508 | 363,008 | +90.5% | $2.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 42,205 | 14,796 | -64.9% | $112.0K | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 42,792 | 2,559 | -94.0% | $19.4K | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 2,024,257 | 2,726,704 | +34.7% | $33.2M | 2024-Q4 |
| UBS Group AG | ADD | 185,553 | 235,713 | +27.0% | $2.9M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 281,800 | 190,508 | -32.4% | $2.3M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 16,808 | 24,864 | +47.9% | $302.8K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 423,959 | — | $7.1M | 2024-Q3 |
5 unique insiders with 14 transactions. Net insider value: -$1.1M ($0.00 bought, $1.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 5, 2026 | Michaelson Jennifer | Chief Scientific Officer | M | 4,000 | $0.00 | $0.00 |
| May 5, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 7,800 | $14.60 | $113.9K |
| May 5, 2026 | Michaelson Jennifer | Chief Scientific Officer | M | 4,000 | $4.30 | $17.2K |
| Mar 5, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 8,000 | $15.68 | $125.4K |
| Mar 5, 2026 | Michaelson Jennifer | Chief Scientific Officer | M | 4,000 | $4.30 | $17.2K |
| Mar 5, 2026 | Michaelson Jennifer | Chief Scientific Officer | M | 4,000 | $0.00 | $0.00 |
| Feb 25, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 1,780 | $14.14 | $25.2K |
| Feb 24, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 3,601 | $14.47 | $52.1K |
| Feb 24, 2026 | SUMER JACQUELYN L | Chief Legal Officer | SELL | 3,601 | $14.47 | $52.1K |
| Feb 24, 2026 | AHMED NADIM | President and CEO | SELL | 13,515 | $14.47 | $195.6K |
| Feb 24, 2026 | Jones Jeffrey Alan | Chief Medical Officer | SELL | 4,582 | $14.47 | $66.3K |
| Feb 23, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 1,752 | $13.99 | $24.5K |
| Feb 20, 2026 | Fenton Mary Kay | Chief Financial Officer | SELL | 4,398 | $13.62 | $59.9K |
| Feb 20, 2026 | Jones Jeffrey Alan | Chief Medical Officer | SELL | 4,982 | $13.62 | $67.9K |
| Feb 20, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 3,742 | $13.62 | $51.0K |
| Feb 20, 2026 | Michaelson Jennifer | Chief Scientific Officer | M | 8,000 | $4.30 | $34.4K |
| Feb 20, 2026 | Michaelson Jennifer | Chief Scientific Officer | M | 8,000 | $0.00 | $0.00 |
| Feb 20, 2026 | SUMER JACQUELYN L | Chief Legal Officer | SELL | 3,742 | $13.62 | $51.0K |
| Feb 20, 2026 | AHMED NADIM | President and CEO | SELL | 16,381 | $13.62 | $223.1K |
| Feb 18, 2026 | Michaelson Jennifer | Chief Scientific Officer | A | 57,500 | $0.00 | $0.00 |
| Feb 18, 2026 | Michaelson Jennifer | Chief Scientific Officer | A | 115,000 | $0.00 | $0.00 |
| Feb 12, 2026 | Michaelson Jennifer | Chief Scientific Officer | SELL | 416 | $12.03 | $5.0K |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 3 bearish, 0 mixed, 0 neutral. Avg impact: 5.5/10.
BULLISH
8-K
5/10
Cullinan Therapeutics announced initial Phase 1 clinical data for CLN-978 in RA and SLE, showing rob
May 18, 2026
BEARISH
CLUSTER
5/10
Six open-market share sales by Cullinan Therapeutics insiders over the past seven days, including th
Feb 26, 2026
BEARISH
CLUSTER
6/10
Five corporate insiders at Cullinan Therapeutics (CGEM), including the CEO, CLO, CMO, and CSO, sold
Feb 26, 2026
BEARISH
CLUSTER
6/10
Five insider trades occurred at Cullinan Therapeutics (CGEM) over the past seven days, all involving
Feb 26, 2026
BULLISH
5/10
Cullinan Therapeutics announced that the FDA granted Orphan Drug Designation (ODD) to its CLN-049, a
May 19, 2026
NEUTRAL
5/10
Cullinan Therapeutics announced that interim Phase 1 data for CLN-978 (CD19xCD3 T cell engager) in R
May 18, 2026
NEUTRAL
5/10
Cullinan Therapeutics reported Q4 and full-year 2025 financial results, showing increased R&D spendi
Mar 10, 2026
Current analyst consensus: Strong Buy (95% buy). Based on 19 analysts: 9 strong buy, 9 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$31.45 mean target
+126.8% upside
Strong Buy (1.08)
$23.00 Low
$38.00 High
| Metric | Value |
|---|---|
| Current Price | $13.87 |
| Target Low | $23.00 |
| Target Mean | $31.45 |
| Target Median | $30.00 |
| Target High | $38.00 |
| # Analysts | 11 |
| Recommendation | Strong Buy (1.08) |
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 |
$-0.85 | $-1.00 | $-0.74 | 20.2% | +3.9% | 4↑ 0↓ | $0.0B | 0.0% | 9 |
| Next Q 2026-09-30 |
$-0.87 | $-1.09 | $-0.71 | -12.7% | +5.6% | 4↑ 1↓ | $0.0B | 0.0% | 9 |
| Current FY 2026-12-31 |
$-3.12 | $-3.54 | $-2.48 | 7.2% | -2.0% | 6↑ 1↓ | $0.0B | 0.0% | 8 |
| Next FY 2027-12-31 |
$-2.54 | $-4.07 | $-0.34 | 18.5% | +11.6% | 5↑ 1↓ | $0.0B | 478.2% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.854 | |
| 7d ago | $-0.859 | +0.005 |
| 30d ago | $-0.888 | +0.034 |
| 60d ago | $-0.879 | +0.025 |
| 90d ago | $-0.984 | +0.130 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | BTIG | REITERATE | Buy | Buy |
| May 8, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| May 4, 2026 | BTIG | REITERATE | Buy | Buy |
| Apr 28, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Apr 28, 2026 | BTIG | REITERATE | Buy | Buy |
| Mar 11, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Feb 17, 2026 | Citigroup | INITIATE | — | Buy |
| Feb 2, 2026 | Guggenheim | INITIATE | — | Buy |
| Jan 8, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Dec 9, 2025 | Wedbush | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 9 | 9 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 9 | 9 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 9 | 9 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 7 | 9 | 1 | 0 | 0 | 94% | |
| Jan 1, 2026 | 7 | 9 | 1 | 0 | 0 | 94% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 25, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Feb 27, 2027
fda_pdufa
PDUFA: CGEM — zipalertinib in EGFR ex20ins NSCLC — 2027-02-27
FDA target action date 2027-02-27 for CGEM (Cullinan Therapeutics, Inc.). Drug: zipalertinib. Indication: EGFR ex20ins NSCLC. PDUFA target action date
May 19, 2026
fda
Cullinan Therapeutics Receives FDA Orphan Drug Designation for CLN-049, a Novel FLT3xCD3 T Cell Engager, in Relapsed/Refractory Acute Myeloid Leukemia
<p align="center"><em>Orphan Drug Designation underscores the potential of CLN-049, a novel FLT3xCD3 T cell engager, to address significant unmet need
May 18, 2026
fda
Cullinan Therapeutics to Present Initial Clinical Data for CLN-978 in Treatment-Refractory Rheumatoid Arthritis and Systemic Lupus Erythematosus at EULAR 2026 Congress
<p>CAMBRIDGE, Mass., May 18, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=Wyl8Fmu3KgczUn1HJczjlPC4ori5pUgdOXhEwngCr6
May 12, 2026
short_volume
Short Volume: CGEM — 87.7% short (0.7M / 0.8M)
Short: 699,067 | Exempt: 0 | TRF Vol: 797,376 | Short Ratio: 87.7% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Cullinan Therapeutics Provides Corporate Update and Reports First Quarter 2026 Financial Results
<p align="center"><em>Initial clinical data in SLE and RA for CLN-978, a CD19 T cell engager, to be presented at the EULAR 2026 Congress in June; mult
May 7, 2026
earnings_calendar
CGEM Q1 2026 Earnings Scheduled — 2026-05-07
May 6, 2026
earnings_calendar
CGEM Q1 2026 Earnings Scheduled — 2026-05-06
Apr 13, 2026
short_volume
Short Volume: CGEM — 76.3% short (0.4M / 0.5M)
Short: 396,057 | Exempt: 500 | TRF Vol: 518,908 | Short Ratio: 76.3% | Off-exchange volume (dark pool + OTC)
Mar 10, 2026
earnings
Cullinan Therapeutics Provides Corporate Update and Reports Fourth Quarter and Full Year 2025 Financial Results
<p align="center"><em>Initial clinical data for CLN-978 in SLE and RA confirmed for Q2 2026; repeat dosing data in RA confirmed for Q3 2026</em></p>
Mar 5, 2026
earnings_calendar
CGEM Q4 2025 Earnings After Market Close — 2026-03-05
Feb 26, 2026
short_interest
FTD: CGEM — 40,000 shares ($0.6M) failed to deliver
Settlement: 20260226, Price: $14.36, FTD Value: $574,400, CULLINAN THERAPEUTICS INC. COM