HUMA

Humacyte, Inc.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0001818382
$0.9690 +5.67% $203.6M
Insider Selling Cluster (4 insiders)
Vol
Market Cap$203.6M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders7 funds
Inst. Value$13.7M
Inst. Activity1 buys / 0 sells
Insider Activity2B / 2S
Insider Net $-$22.5K
Reddit Sentiment50° Neutral
SEC Reports3
Press Releases3
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001818382·Prev Close $0.9170

Recent Activity

May 20, 2026 SEC
Two C-suite insiders (CFO and Chief Medical Officer) sold ~$82K in open-market sales on 2026-05-18, while a director bou
CLUSTER — Impact 3/10
May 20, 2026 short_volume
Short Volume: HUMA — 62.0% short (1.3M / 2.2M)
Short: 1,347,384 | Exempt: 3,336 | TRF Vol: 2,172,438 | Short Ratio: 62.0% | Off-exchange volume (da
May 19, 2026 Insider
Sebelius Kathleen bought 56,818 shares
Director @ $0.8800 ($50.0K)
May 18, 2026 Insider
Parikh Shamik J sold 45,887 shares
Chief Medical Officer @ $0.8967 ($41.1K)
May 18, 2026 Insider
Sander Dale A. sold 45,887 shares
CFO and Chief Corp. Dev. Off @ $0.8967 ($41.1K)
May 13, 2026 SEC
Humacyte reported Q1 2026 revenue of $0.5M (vs $1.5M consensus) and EPS of -$0.13 (vs -$0.12 consensus), a miss on both
PRESS-RELEASE — Impact 6/10
May 8, 2026 SEC
Humacyte announced it will release Q1 2026 financial results on May 13, 2026, with no preliminary financial data or guid
PRESS-RELEASE — Impact 2/10
Inst.
WELLS FARGO & COMPANY/MN — ADD
174,470 shares ($167.6K)

Price Targets

$5.00 +416.0% upside Strong Buy
Current $0.9690 Low $1.00 Median $1.50 High $25.00 7 analysts
$1.00 $25.00

Analyst Ratings

Strong Buy85% buy · 13 analysts
3Strong Buy
8Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 TD Cowen MAINTAIN Buy → Buy
May 13, 2026 BTIG MAINTAIN Buy → Buy
Apr 28, 2026 D. Boral Capital MAINTAIN Buy → Buy
Apr 28, 2026 BTIG REITERATE Buy → Buy
Apr 24, 2026 D. Boral Capital MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.12 ▼ -6.7% $-0.14 — $-0.11 50% YoY 4
Next Q $-0.09 ▲ +14.0% $-0.10 — $-0.07 16% YoY 4
Current FY $-0.39 ▲ +9.8% $-0.43 — $-0.36 -51% YoY 4
Next FY $-0.16 ▲ +12.7% $-0.31 — $0.11 59% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$8.1M
MORGAN STANLEY$2.4MADD
TWO SIGMA INVESTMENTS, LP$1.4MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$1.2MNEW
BANK OF AMERICA CORP$434.1KTRIM

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026Sebelius KathleenBUY$50.0K
May 18, 2026Parikh ShamikSELL$41.1K
May 18, 2026Sander DaleSELL$41.1K
May 18, 2026Constantino MichaelBUY$9.8K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
7 mentions 0 bullish 0 bearish
7 institutional holders with $13.7M total value (14,286,838 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net buying activity: 1 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC8,416,971$8.1M58.9%
2MORGAN STANLEY2,505,428$2.4M17.5%ADD +52.3%
3TWO SIGMA INVESTMENTS, LP1,491,467$1.4M10.4%DOUBLED +162.2%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,239,477$1.2M8.7%NEW
5BANK OF AMERICA CORP /DE/452,208$434.1K3.2%TRIM -44.1%
6WELLS FARGO & COMPANY/MN174,470$167.6K1.2%ADD +78.0%
7FMR LLC6,817$6.5K0.0%DOUBLED +140.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLS FARGO & COMPANY/MNADD98,021174,470+78.0%$167.6K2025-Q4
MORGAN STANLEYADD1,376,5952,096,753+52.3%$3.6M2025-Q3
UBS Group AGADD1,425,8552,445,471+71.5%$5.1M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED586,4411,537,381+162.2%$3.2M2025-Q2
MORGAN STANLEYDOUBLED580,3701,376,595+137.2%$2.9M2025-Q2
BANK OF AMERICA CORP /DE/TRIM900,805503,319-44.1%$1.1M2025-Q2
WELLS FARGO & COMPANY/MNADD48,60381,808+68.3%$171.0K2025-Q2
FMR LLCDOUBLED3,2417,808+140.9%$16.3K2025-Q2
CITADEL ADVISORS LLCDOUBLED591,5623,680,401+522.1%$6.3M2025-Q1
UBS Group AGADD1,121,5521,425,855+27.1%$2.4M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM919,097586,441-36.2%$999.9K2025-Q1
FMR LLCNEAR_EXIT25,5783,241-87.3%$5.5K2025-Q1
UBS Group AGDOUBLED184,0131,121,552+509.5%$5.7M2024-Q4
WELLS FARGO & COMPANY/MNADD35,80550,454+40.9%$254.8K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW721,318$3.9M2024-Q3
MORGAN STANLEYDOUBLED203,131559,313+175.3%$3.0M2024-Q3
4 unique insiders with 4 transactions. Net insider value: -$22.5K ($59.8K bought, $82.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Sebelius KathleenDirectorBUY56,818$0.8800$50.0K
May 18, 2026Parikh Shamik JChief Medical OfficerSELL45,887$0.8967$41.1K
May 18, 2026Sander Dale A.CFO and Chief Corp. Dev. OffSELL45,887$0.8967$41.1K
May 18, 2026Constantino Michael T.DirectorBUY11,000$0.8945$9.8K
Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 3 strong buy, 8 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$5.00 mean target +416.0% upside Strong Buy (1.57)
$1.00 Low $25.00 High
MetricValue
Current Price$0.9690
Target Low$1.00
Target Mean$5.00
Target Median$1.50
Target High$25.00
# Analysts7
RecommendationStrong Buy (1.57)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.12 $-0.14 $-0.11 50.0% -6.7% 1↑ 1↓ $0.0B 241.1% 4
Next Q
2026-09-30
$-0.09 $-0.10 $-0.07 15.9% +14.0% 2↑ 1↓ $0.0B 174.4% 4
Current FY
2026-12-31
$-0.39 $-0.43 $-0.36 -51.0% +9.8% 2↑ 1↓ $0.0B 198.4% 4
Next FY
2027-12-31
$-0.16 $-0.31 $0.11 59.2% +12.7% 1↑ 1↓ $0.1B 764.4% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.120
7d ago$-0.113-0.007
30d ago$-0.113-0.007
60d ago$-0.110-0.010
90d ago$-0.110-0.010
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 TD Cowen MAINTAIN Buy Buy
May 13, 2026 BTIG MAINTAIN Buy Buy
Apr 28, 2026 D. Boral Capital MAINTAIN Buy Buy
Apr 28, 2026 BTIG REITERATE Buy Buy
Apr 24, 2026 D. Boral Capital MAINTAIN Buy Buy
Apr 21, 2026 D. Boral Capital MAINTAIN Buy Buy
Apr 8, 2026 Barclays MAINTAIN Overweight Overweight
Mar 31, 2026 Benchmark DOWNGRADE Buy Speculative Buy
Mar 30, 2026 Piper Sandler MAINTAIN Neutral Neutral
Mar 30, 2026 TD Cowen MAINTAIN Buy Buy
Mar 27, 2026 D. Boral Capital MAINTAIN Buy Buy
Mar 27, 2026 BTIG MAINTAIN Buy Buy
Mar 19, 2026 D. Boral Capital MAINTAIN Buy Buy
Mar 17, 2026 D. Boral Capital MAINTAIN Buy Buy
Feb 19, 2026 D. Boral Capital MAINTAIN Buy Buy
Feb 10, 2026 BTIG REITERATE Buy Buy
Feb 9, 2026 D. Boral Capital MAINTAIN Buy Buy
Jan 21, 2026 Benchmark MAINTAIN Buy Buy
Jan 8, 2026 D. Boral Capital MAINTAIN Buy Buy
Jan 5, 2026 D. Boral Capital MAINTAIN Buy Buy
Dec 22, 2025 D. Boral Capital MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20263820085%
Apr 1, 20263820085%
Mar 1, 20263820085%
Feb 1, 20263820085%
Jan 1, 20263820085%
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
7 mentions 0 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 1, 2026450° Neutral004
May 1, 2026150° Neutral001
Mar 26, 2026150° Neutral001
Mar 26, 2026150° Neutral001
May 20, 2026
short_volume
Short Volume: HUMA — 62.0% short (1.3M / 2.2M)
Short: 1,347,384 | Exempt: 3,336 | TRF Vol: 2,172,438 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: HUMA — 75.3% short (1.8M / 2.3M)
Short: 1,755,117 | Exempt: 100 | TRF Vol: 2,330,747 | Short Ratio: 75.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: HUMA — 61.6% short (2.8M / 4.5M)
Short: 2,775,372 | Exempt: 353,996 | TRF Vol: 4,504,437 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: HUMA — 70.0% short (3.4M / 4.9M)
Short: 3,427,762 | Exempt: 86,738 | TRF Vol: 4,899,758 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
earnings
Humacyte Announces First Quarter 2026 Financial Results and Provides Business Update
<p align="center"><em>- Appointed Jim Mercadante as Chief Commercial Officer and Dr. Todd Rasmussen as Chief Surgical Officer - </em></p>
May 13, 2026
earnings_calendar
HUMA Q1 2026 Earnings Scheduled — 2026-05-13
May 12, 2026
other
Humacyte Appoints Dr. Todd E. Rasmussen as Chief Surgical Officer
<p align="center"><em>- Distinguished vascular surgeon brings decades of clinical experience, innovation, and leadership to new role at cutting-edge b
May 12, 2026
short_volume
Short Volume: HUMA — 56.5% short (1.6M / 2.8M)
Short: 1,597,082 | Exempt: 3,163 | TRF Vol: 2,826,225 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 11, 2026
earnings_calendar
HUMA Q1 2026 Earnings Scheduled — 2026-05-11
May 8, 2026
earnings
Humacyte To Announce 2026 First Quarter Financial Results and Provide Business Update on May 13, 2026
<p>DURHAM, N.C., May 08, 2026 (GLOBE NEWSWIRE) -- Humacyte, Inc. (Nasdaq: HUMA), a commercial-stage biotechnology platform company developing univer
May 8, 2026
earnings_calendar
HUMA Q1 2026 Earnings Scheduled — 2026-05-08
May 5, 2026
short_volume
Short Volume: HUMA — 55.6% short (1.4M / 2.5M)
Short: 1,402,025 | Exempt: 85 | TRF Vol: 2,522,642 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: HUMA — 57.8% short (1.7M / 2.9M)
Short: 1,677,885 | Exempt: 8,650 | TRF Vol: 2,903,225 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: HUMA — 55.4% short (0.9M / 1.7M)
Short: 927,683 | Exempt: 510 | TRF Vol: 1,673,706 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: HUMA — 56.8% short (1.1M / 1.9M)
Short: 1,092,996 | Exempt: 21,578 | TRF Vol: 1,923,053 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)