LBRX

LB PHARMACEUTICALS INC

Nasdaq · Pharmaceutical Preparations · Inc. DE · CIK 0001691082

$28.19 +0.57% $803.8M

6 New Institutional Positions

Vol

Market Cap$803.8M

Cap SizeSmall Cap

Analyst ConsensusStrong Buy (92%)

Inst. Holders8 funds

Inst. Value$36.4M

Inst. Activity6 buys / 1 sells

Insider Activity1B / 0S

Insider Net $$8.0M

Reddit Sentiment50° Neutral

SEC Reports3

Press Releases3

Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. DE·CIK 0001691082·Prev Close $28.03

Recent Activity

May 12, 2026 SEC

LB Pharmaceuticals reported Q1 2026 EPS of -$0.67, in line with consensus of -$0.67, and a net loss of $19.1M vs $5.3M a

PRESS-RELEASE — Impact 4/10

May 12, 2026 earnings

LB Pharmaceuticals Reports First Quarter 2026 Financial Results and Provides Corporate Update

Initiated two late-stage clinical trials of LB-102: the pivotal Phase 3 NOVA-2

Apr 23, 2026 SEC

LB Pharmaceuticals Inc. is holding its 2026 Annual Meeting of Stockholders to vote on two main proposals: electing three

DEFA14A — Impact 2/10

Apr 15, 2026 SEC

The SEC has declared effective LB Pharmaceuticals' S-1 registration, enabling the resale of up to 4,778,491 shares of co

EFFECT — Impact 4/10

Mar 6, 2026 Insider

Lenz Robert A. sold 20,000 shares

Director @ $0.00 ($0.00)

Feb 6, 2026 Insider

Deep Track Biotechnology Master Fund, Ltd. bought 378,444 shares

10%+ Owner @ $21.17 ($8.0M)

Inst.

VANGUARD GROUP INC — NEW

1,112,978 shares ($24.8M)

Inst.

FMR LLC — TRIM

221,865 shares ($4.9M)

Price Targets

$45.00 +59.6% upside Strong Buy

Current $28.19 Low $34.00 Median $38.50 High $78.00 6 analysts

$34.00 $78.00

Analyst Ratings

Strong Buy92% buy · 12 analysts

4Strong Buy

7Buy

1Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Apr 27, 2026	HC Wainwright & Co.	INITIATE	Buy
Apr 10, 2026	Craig-Hallum	INITIATE	Buy
Mar 27, 2026	Stifel	MAINTAIN	Buy → Buy
Dec 11, 2025	Stifel	MAINTAIN	Buy → Buy

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$-0.82 ▲ +5.2%	$-0.89 — $-0.77		4
Next Q	$-0.94 ▲ +6.7%	$-1.04 — $-0.87	-55% YoY	4
Current FY	$-3.50 ▲ +5.5%	$-3.72 — $-3.25	-12% YoY	5
Next FY	$-4.49 ▼ -5.2%	$-5.31 — $-3.75	-28% YoY	5

Latest Reports

NEUTRAL PRESS-RELEASE 4/10

LB Pharmaceuticals reported Q1 2026 EPS of -$0.67, in line with consensus of -$0.67, and a net loss of $19.1M vs $5.3M a

May 12, 2026

NEUTRAL DEFA14A 2/10

LB Pharmaceuticals Inc. is holding its 2026 Annual Meeting of Stockholders to vote on two main proposals: electing three

Apr 23, 2026

BULLISH Press 7/10

LB Pharmaceuticals announced the publication of positive Phase 2 NOVA-1 trial data for LB-102 in schizophrenia in JAMA P

Apr 22, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$24.8M	NEW
FMR LLC	$4.9M	TRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT	$4.0M	NEW
BANK OF AMERICA CORP	$974.1K	DOUBLED
MORGAN STANLEY	$548.5K	DOUBLED

Recent Insider Trades

Date	Insider	Type	Value
Mar 6, 2026	Lenz Robert	A	$0.00
Feb 6, 2026	Deep Track	BUY	$8.0M

Reddit Sentiment

50°

Neutral

Bearish Neutral Bullish

1 mentions 0 bullish 0 bearish

8 institutional holders with $36.4M total value (1,635,881 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 6 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	1,112,978	$24.8M	68.0%	NEW
2	FMR LLC	221,865	$4.9M	13.6%	TRIM -39.9%
3	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	177,616	$4.0M	10.9%	NEW
4	BANK OF AMERICA CORP /DE/	43,758	$974.1K	2.7%	DOUBLED +2474.0%
5	MORGAN STANLEY	24,641	$548.5K	1.5%	DOUBLED +156.5%
6	WELLS FARGO & COMPANY/MN	22,303	$496.5K	1.4%	DOUBLED +2130.3%
7	NORGES BANK	20,000	$445.2K	1.2%	NEW
8	TWO SIGMA INVESTMENTS, LP	12,720	$283.1K	0.8%	NEW

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
VANGUARD GROUP INC	NEW	—	1,112,978	—	$24.8M	2025-Q4
FMR LLC	TRIM	369,100	221,865	-39.9%	$4.9M	2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	177,616	—	$4.0M	2025-Q4
BANK OF AMERICA CORP /DE/	DOUBLED	1,700	43,758	+2474.0%	$974.1K	2025-Q4
MORGAN STANLEY	DOUBLED	9,605	24,641	+156.5%	$548.5K	2025-Q4
WELLS FARGO & COMPANY/MN	DOUBLED	1,000	22,303	+2130.3%	$496.5K	2025-Q4
NORGES BANK	NEW	—	20,000	—	$445.2K	2025-Q4
FMR LLC	NEW	—	369,100	—	$5.8M	2025-Q3
TWO SIGMA INVESTMENTS, LP	NEW	—	13,500	—	$213.2K	2025-Q3
MORGAN STANLEY	NEW	—	9,605	—	$151.7K	2025-Q3
BANK OF AMERICA CORP /DE/	NEW	—	1,700	—	$26.8K	2025-Q3
UBS Group AG	NEW	—	1,055	—	$16.7K	2025-Q3
WELLS FARGO & COMPANY/MN	NEW	—	1,000	—	$15.8K	2025-Q3

2 unique insiders with 1 transactions. Net insider value: $8.0M ($8.0M bought, $0.00 sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Mar 6, 2026	Lenz Robert A.	Director	A	20,000	$0.00	$0.00
Feb 6, 2026	Deep Track Biotechnology Master Fund, Ltd.	10%+ Owner	BUY	378,444	$21.17	$8.0M

3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.3/10.

NEUTRAL PRESS-RELEASE 4/10

LB Pharmaceuticals reported Q1 2026 EPS of -$0.67, in line with consensus of -$0.67, and a net loss

May 12, 2026

NEUTRAL DEFA14A 2/10

LB Pharmaceuticals Inc. is holding its 2026 Annual Meeting of Stockholders to vote on two main propo

Apr 23, 2026

NEUTRAL EFFECT 4/10

The SEC has declared effective LB Pharmaceuticals' S-1 registration, enabling the resale of up to 4,

Apr 15, 2026

BULLISH 7/10

LB Pharmaceuticals announced the publication of positive Phase 2 NOVA-1 trial data for LB-102 in sch

Apr 22, 2026

BULLISH 8/10

LB Pharmaceuticals reported financial results for Q4 and full year 2025, highlighted by a significan

Mar 26, 2026

NEUTRAL 5/10

LB Pharmaceuticals announced the initiation of its pivotal Phase 3 NOVA-2 trial evaluating LB-102, a

Mar 25, 2026

Current analyst consensus: Strong Buy (92% buy). Based on 12 analysts: 4 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$45.00 mean target +59.6% upside Strong Buy (1.17)

$34.00 Low $78.00 High

Metric	Value
Current Price	$28.19
Target Low	$34.00
Target Mean	$45.00
Target Median	$38.50
Target High	$78.00
# Analysts	6
Recommendation	Strong Buy (1.17)

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	$-0.82	$-0.89	$-0.77	—	+5.2%	0↑ 1↓	$0.0B	—	4
Next Q 2026-09-30	$-0.94	$-1.04	$-0.87	-54.5%	+6.7%	1↑ 0↓	$0.0B	0.0%	4
Current FY 2026-12-31	$-3.50	$-3.72	$-3.25	-11.9%	+5.5%	1↑ 0↓	$0.0B	0.0%	5
Next FY 2027-12-31	$-4.49	$-5.31	$-3.75	-28.3%	-5.2%	1↑ 0↓	$0.0B	0.0%	5

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$-0.823
7d ago	$0.000	-0.823
30d ago	$-0.868	+0.045
60d ago	$-0.880	+0.057
90d ago	$-0.880	+0.057

3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Apr 27, 2026	HC Wainwright & Co.	INITIATE	—	Buy
Apr 10, 2026	Craig-Hallum	INITIATE	—	Buy
Mar 27, 2026	Stifel	MAINTAIN	Buy	Buy
Dec 11, 2025	Stifel	MAINTAIN	Buy	Buy

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
May 1, 2026	4	7	1	92%
Apr 1, 2026	4	5	1	90%
Mar 1, 2026	4	5	1	90%
Feb 1, 2026	4	5	1	90%
Jan 1, 2026	4	4	1	89%

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

r/investing Neutral 2mo ago

On February 24, 2026, several Russell 2000 healthcare and biotech stocks reached new 52-week highs

▲ 0 💬 0

May 12, 2026

earnings

LB Pharmaceuticals Reports First Quarter 2026 Financial Results and Provides Corporate Update

Initiated two late-stage clinical trials of LB-102: the pivotal Phase 3 NOVA-2 trial in schizophrenia and the Phase 2 ILLUMINATE

Apr 22, 2026

fda

LB Pharmaceuticals Announces Publication in JAMA Psychiatry of Results from Phase 2 NOVA-1 Trial of LB-102 in Schizophrenia

NEW YORK, April 22, 2026 (GLOBE NEWSWIRE) -- LB Pharmaceuticals Inc (“LB Pharmaceuticals” or the “Company”) (Nasdaq: LBRX), a lat

Apr 9, 2026

other

LB Pharmaceuticals Announces Presentation at 25th Annual Needham Virtual Healthcare Conference

NEW YORK, April 09, 2026 (GLOBE NEWSWIRE) -- LB Pharmaceuticals Inc (“LB Pharmaceuticals” or the “Company”) (Nasdaq: LBRX), a lat

Mar 27, 2026

other

LB Pharmaceuticals Presents New Analysis from the Phase 2 NOVA-1 Trial Highlighting LB-102’s Potential Impact on Cognitive Performance at the 2026 Annual Congress of the Schizophrenia International Research Society (SIRS)

Multiple SIRS presentations underscore the potential of LB-102 to address positive, negative, and cognitive symptom domains of schizophrenia <pre>Mult

Mar 26, 2026

earnings

LB Pharmaceuticals Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Corporate Update

Reported positive results from potentially registrational Phase 2 trial of LB-102 in schizophrenia

Mar 25, 2026

fda

LB Pharmaceuticals Initiates Pivotal Phase 3 Trial (NOVA-2) for LB-102 in Patients with Schizophrenia

LB-102 has potential to be the first benzamide approved for schizophrenia in the U.S.

Mar 4, 2026

other

LB Pharmaceuticals to Participate in Upcoming March Investor Events

NEW YORK, March 04, 2026 (GLOBE NEWSWIRE) -- LB Pharmaceuticals Inc (“LB Pharmaceuticals” or the “Company”) (Nasdaq: LBRX), a lat