JANX
Janux Therapeutics, Inc.
$14.47
+0.49%
$878.2M
No data for this timeframe.
Vol
Market Cap$878.2M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders7 funds
Inst. Value$119.9M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$28.9K
SEC Reports2
Recent Activity
May 12, 2026
earnings_calendar
JANX Q1 2026 Earnings After Market Close — 2026-05-12
May 11, 2026
Insider
Dobek Maria sold 2,038 shares
Vice President, Accounting @ $14.17 ($28.9K)
May 7, 2026
SEC
Janux Therapeutics reported Q1 2026 EPS of -$0.39, a 22% beat vs consensus of -$0.50, driven by a $35M BMS milestone pay
8-K — Impact 4/10
Feb 28, 2026
SEC
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their posit
INST-CLUSTER — Impact 7/10
Feb 2, 2026
Insider
Go William sold 44,000 shares
Chief Medical Officer @ $0.00 ($0.00)
Feb 2, 2026
Insider
Go William sold 154,000 shares
Chief Medical Officer @ $0.00 ($0.00)
Inst.
FMR LLC — TRIM
3,512,384 shares ($48.5M)
Inst.
BANK OF AMERICA CORP — ADD
738,330 shares ($10.2M)
Price Targets
$40.56
+180.3% upside
Strong Buy
Current $14.47
Low $14.00
Median $37.00
High $80.00
16 analysts
$14.00
$80.00
Analyst Ratings
9Strong Buy
12Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| May 8, 2026 | Wedbush | MAINTAIN | Outperform → Outperform |
| May 8, 2026 | Guggenheim | MAINTAIN | Buy → Buy |
| Apr 28, 2026 | Jones Trading | MAINTAIN | Buy → Buy |
| Apr 20, 2026 | Barclays | DOWNGRADE | Overweight → Underweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.32 ▲ +45.1% | $-0.66 — $0.16 | 42% YoY | 13 |
| Next Q | $-0.52 ▲ +24.5% | $-0.74 — $-0.12 | -33% YoY | 13 |
| Current FY | $-1.79 ▲ +28.9% | $-2.54 — $-0.81 | 2% YoY | 13 |
| Next FY | $-2.77 ▲ +20.4% | $-3.30 — $-1.80 | -55% YoY | 13 |
Latest Reports
NEUTRAL
8-K
4/10
Janux Therapeutics reported Q1 2026 EPS of -$0.39, a 22% beat vs consensus of -$0.50, driven by a $35M BMS milestone pay
May 7, 2026
BULLISH
INST-CLUSTER
7/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their posit
Feb 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $48.5M | TRIM |
| VANGUARD GROUP INC | $40.1M | — |
| BANK OF AMERICA CORP | $10.2M | ADD |
| MORGAN STANLEY | $8.5M | ADD |
| TWO SIGMA INVESTMENTS, LP | $6.5M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 11, 2026 | Dobek Maria | SELL | $28.9K |
| Feb 2, 2026 | Go William | A | $0.00 |
| Feb 2, 2026 | Go William | A | $0.00 |
7 institutional holders with $119.9M total value (8,684,919 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, BANK. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 3,512,384 | $48.5M | 40.4% | TRIM -61.2% |
| 2 | VANGUARD GROUP INC | 2,906,386 | $40.1M | 33.5% | — |
| 3 | BANK OF AMERICA CORP /DE/ | 738,330 | $10.2M | 8.5% | ADD +49.6% |
| 4 | MORGAN STANLEY | 618,385 | $8.5M | 7.1% | ADD +57.0% |
| 5 | TWO SIGMA INVESTMENTS, LP | 471,009 | $6.5M | 5.4% | DOUBLED +355.2% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 390,506 | $5.4M | 4.5% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 47,919 | $661.3K | 0.6% | ADD +68.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 9,056,062 | 3,512,384 | -61.2% | $48.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 493,452 | 738,330 | +49.6% | $10.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 103,476 | 471,009 | +355.2% | $6.5M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 28,518 | 47,919 | +68.0% | $661.3K | 2025-Q4 |
| MORGAN STANLEY | ADD | 315,731 | 495,635 | +57.0% | $12.1M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 859,423 | 493,452 | -42.6% | $12.1M | 2025-Q3 |
| UBS Group AG | ADD | 292,533 | 390,357 | +33.4% | $9.5M | 2025-Q3 |
| UBS Group AG | TRIM | 488,480 | 292,533 | -40.1% | $6.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 104,382 | — | $2.4M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 15,345 | 23,683 | +54.3% | $547.1K | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 1,404,778 | 749,364 | -46.7% | $20.2M | 2025-Q1 |
| UBS Group AG | DOUBLED | 225,090 | 488,480 | +117.0% | $13.2M | 2025-Q1 |
| MORGAN STANLEY | ADD | 217,831 | 282,427 | +29.7% | $7.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 59,974 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 1,066,168 | 1,404,778 | +31.8% | $75.2M | 2024-Q4 |
| UBS Group AG | DOUBLED | 54,194 | 225,090 | +176.9% | $12.1M | 2024-Q4 |
| MORGAN STANLEY | ADD | 140,464 | 217,831 | +55.1% | $11.7M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 8,666 | 13,251 | +52.9% | $709.5K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 234,191 | — | $10.6M | 2024-Q3 |
| MORGAN STANLEY | ADD | 81,798 | 140,464 | +71.7% | $6.4M | 2024-Q3 |
2 unique insiders with 1 transactions. Net insider value: -$28.9K ($0.00 bought, $28.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 11, 2026 | Dobek Maria | Vice President, Accounting | SELL | 2,038 | $14.17 | $28.9K |
| Feb 2, 2026 | Go William | Chief Medical Officer | A | 44,000 | $0.00 | $0.00 |
| Feb 2, 2026 | Go William | Chief Medical Officer | A | 154,000 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (81% buy). Based on 26 analysts: 9 strong buy, 12 buy, 4 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$40.56 mean target
+180.3% upside
Strong Buy (1.50)
$14.00 Low
$80.00 High
| Metric | Value |
|---|---|
| Current Price | $14.47 |
| Target Low | $14.00 |
| Target Mean | $40.56 |
| Target Median | $37.00 |
| Target High | $80.00 |
| # Analysts | 16 |
| Recommendation | Strong Buy (1.50) |
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 |
$-0.32 | $-0.66 | $0.16 | 42.3% | +45.1% | 1↑ 1↓ | $0.0B | 0.0% | 13 |
| Next Q 2026-09-30 |
$-0.52 | $-0.74 | $-0.12 | -32.7% | +24.5% | 1↑ 0↓ | $0.0B | -48.9% | 13 |
| Current FY 2026-12-31 |
$-1.79 | $-2.54 | $-0.81 | 2.2% | +28.9% | 9↑ 0↓ | $0.0B | 210.4% | 13 |
| Next FY 2027-12-31 |
$-2.77 | $-3.30 | $-1.80 | -55.0% | +20.4% | 11↑ 0↓ | $0.0B | -77.6% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.317 | |
| 7d ago | $-0.528 | +0.211 |
| 30d ago | $-0.578 | +0.261 |
| 60d ago | $-0.641 | +0.324 |
| 90d ago | $-0.771 | +0.454 |
11 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| May 8, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Apr 28, 2026 | Jones Trading | MAINTAIN | Buy | Buy |
| Apr 20, 2026 | Barclays | DOWNGRADE | Overweight | Underweight |
| Apr 15, 2026 | UBS | DOWNGRADE | Buy | Neutral |
| Feb 27, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Feb 27, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Jan 20, 2026 | Clear Street | DOWNGRADE | Buy | Hold |
| Jan 16, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Dec 17, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Dec 2, 2025 | Stifel | MAINTAIN | Buy | Buy |
| Dec 2, 2025 | Clear Street | MAINTAIN | Buy | Buy |
| Dec 2, 2025 | B of A Securities | MAINTAIN | Buy | Buy |
| Dec 2, 2025 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Dec 2, 2025 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Nov 25, 2025 | HC Wainwright & Co. | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 9 | 12 | 4 | 1 | 0 | 81% | |
| Apr 1, 2026 | 9 | 14 | 3 | 0 | 0 | 88% | |
| Mar 1, 2026 | 9 | 14 | 3 | 0 | 0 | 88% | |
| Feb 1, 2026 | 9 | 14 | 3 | 0 | 0 | 88% | |
| Jan 1, 2026 | 9 | 15 | 2 | 0 | 0 | 92% |
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.
May 12, 2026
earnings_calendar
JANX Q1 2026 Earnings After Market Close — 2026-05-12
May 6, 2026
earnings_calendar
JANX Q1 2026 Earnings After Market Close — 2026-05-06
Apr 21, 2026
short_volume
Short Volume: JANX — 71.1% short (0.7M / 1.0M)
Short: 692,809 | Exempt: 0 | TRF Vol: 974,043 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: JANX — 61.9% short (0.7M / 1.1M)
Short: 709,007 | Exempt: 9,102 | TRF Vol: 1,145,983 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
short_volume
Short Volume: JANX — 65.6% short (0.3M / 0.5M)
Short: 340,918 | Exempt: 206 | TRF Vol: 519,597 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
Mar 6, 2026
earnings_calendar
JANX Q4 2025 Earnings After Market Close — 2026-03-06