LE
LENZ
LENZ Therapeutics, Inc.
$7.63
+5.97%
$225.8M
No data for this timeframe.
Vol
Market Cap$225.8M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders7 funds
Inst. Value$93.7M
Inst. Activity3 buys / 1 sells
Insider Activity3B / 0S
Insider Net $$365.6K
Reddit Sentiment38° Cool
SEC Reports3
Press Releases1
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001815776·Prev Close $7.20
Recent Activity
May 13, 2026
earnings_calendar
LENZ Q1 2026 Earnings Scheduled — 2026-05-13
May 11, 2026
SEC
LENZ Therapeutics reported Q1 2026 results with $1.7M in VIZZ product sales (up 19% QoQ) and total revenue of $1.9M, but
8-K — Impact 5/10
May 4, 2026
SEC
LENZ Therapeutics announced a webcast to report Q1 2026 financial results on May 11, 2026. No financial data or guidance
PRESS-RELEASE — Impact 1/10
Mar 27, 2026
Insider
Chevallard Daniel R. bought 7,500 shares
Chief Financial Officer @ $8.57 ($64.3K)
Mar 27, 2026
Insider
Schimmelpennink Evert B. bought 28,089 shares
President, CEO and Secretary @ $8.95 ($251.4K)
Mar 27, 2026
Insider
George Jeffrey P. bought 5,592 shares
Director @ $8.92 ($49.9K)
Feb 28, 2026
SEC
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their posit
INST-CLUSTER — Impact 6/10
Inst.
FMR LLC — DOUBLED
3,702,718 shares ($59.2M)
Price Targets
$32.00
+319.4% upside
Strong Buy
Current $7.63
Low $32.00
Median $32.00
High $32.00
0 analysts
$32.00
$32.00
Analyst Ratings
6Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 12, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| May 12, 2026 | Piper Sandler | DOWNGRADE | Overweight → Neutral |
| Apr 21, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Mar 26, 2026 | Citigroup | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-1.07 ▼ -13.5% | $-1.37 — $-0.53 | -102% YoY | 7 |
| Next Q | $-1.02 ▼ -12.6% | $-1.42 — $-0.70 | -73% YoY | 7 |
| Current FY | $-4.56 ▼ -20.3% | $-5.56 — $-3.55 | -60% YoY | 7 |
| Next FY | $-3.47 ▼ -31.7% | $-5.09 — $-1.58 | 24% YoY | 7 |
Latest Reports
MIXED
8-K
5/10
LENZ Therapeutics reported Q1 2026 results with $1.7M in VIZZ product sales (up 19% QoQ) and total revenue of $1.9M, but
May 11, 2026
NEUTRAL
PRESS-RELEASE
1/10
LENZ Therapeutics announced a webcast to report Q1 2026 financial results on May 11, 2026. No financial data or guidance
May 4, 2026
MIXED
Press
6/10
LENZ Therapeutics reported its first commercial revenue from VIZZ, generating $1.6 million in net product sales in Q4 20
Mar 24, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $59.2M | DOUBLED |
| VANGUARD GROUP INC | $21.1M | — |
| TWO SIGMA INVESTMENTS, LP | $4.7M | DOUBLED |
| MORGAN STANLEY | $3.7M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $2.7M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 27, 2026 | Chevallard Daniel | BUY | $64.3K |
| Mar 27, 2026 | Schimmelpennink Evert | BUY | $251.4K |
| Mar 27, 2026 | George Jeffrey | BUY | $49.9K |
Reddit Sentiment
38°
Cool
Bearish
Neutral
Bullish
7 institutional holders with $93.7M total value (5,857,474 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, TWO. 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 | 3,702,718 | $59.2M | 63.2% | DOUBLED +4140.7% |
| 2 | VANGUARD GROUP INC | 1,321,202 | $21.1M | 22.6% | — |
| 3 | TWO SIGMA INVESTMENTS, LP | 293,446 | $4.7M | 5.0% | DOUBLED +387.6% |
| 4 | MORGAN STANLEY | 233,382 | $3.7M | 4.0% | TRIM -49.4% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 169,122 | $2.7M | 2.9% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 114,688 | $1.8M | 2.0% | TRIM -67.2% |
| 7 | WELLS FARGO & COMPANY/MN | 22,916 | $366.7K | 0.4% | DOUBLED +119.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 87,313 | 3,702,718 | +4140.7% | $59.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 60,182 | 293,446 | +387.6% | $4.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 349,128 | 114,688 | -67.2% | $1.8M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 10,448 | 22,916 | +119.3% | $366.7K | 2025-Q4 |
| UBS Group AG | ADD | 881,481 | 1,201,616 | +36.3% | $56.0M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 67,978 | 349,128 | +413.6% | $16.3M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 585,355 | 296,219 | -49.4% | $13.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 60,182 | — | $2.8M | 2025-Q3 |
| UBS Group AG | ADD | 667,164 | 881,481 | +32.1% | $25.8M | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 188,744 | 585,355 | +210.1% | $17.2M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 18,325 | 67,978 | +271.0% | $2.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 8,322 | 0 | -100.0% | $0.00 | 2025-Q2 |
| UBS Group AG | DOUBLED | 85,928 | 667,164 | +676.4% | $17.2M | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 92,284 | 188,744 | +104.5% | $4.9M | 2025-Q1 |
| FMR LLC | DOUBLED | 212 | 81,139 | +38173.1% | $2.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEW | — | 9,594 | — | $246.7K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 17,079 | 8,322 | -51.3% | $214.0K | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 25,366 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 50,478 | 92,284 | +82.8% | $2.7M | 2024-Q4 |
| UBS Group AG | DOUBLED | 6,145 | 85,928 | +1298.3% | $2.5M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 49,266 | 25,366 | -48.5% | $732.3K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 5,896 | 7,504 | +27.3% | $216.6K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 123,371 | — | $2.9M | 2024-Q3 |
3 unique insiders with 3 transactions. Net insider value: $365.6K ($365.6K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 27, 2026 | Chevallard Daniel R. | Chief Financial Officer | BUY | 7,500 | $8.57 | $64.3K |
| Mar 27, 2026 | Schimmelpennink Evert B. | President, CEO and Secretary | BUY | 28,089 | $8.95 | $251.4K |
| Mar 27, 2026 | George Jeffrey P. | Director | BUY | 5,592 | $8.92 | $49.9K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 4.0/10.
MIXED
8-K
5/10
LENZ Therapeutics reported Q1 2026 results with $1.7M in VIZZ product sales (up 19% QoQ) and total r
May 11, 2026
NEUTRAL
PRESS-RELEASE
1/10
LENZ Therapeutics announced a webcast to report Q1 2026 financial results on May 11, 2026. No financ
May 4, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly i
Feb 28, 2026
Current analyst consensus: Strong Buy (92% buy). Based on 13 analysts: 6 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$32.00 mean target
+319.4% upside
Strong Buy (1.29)
$32.00 Low
$32.00 High
| Metric | Value |
|---|---|
| Current Price | $7.63 |
| Target Low | $32.00 |
| Target Mean | $32.00 |
| Target Median | $32.00 |
| Target High | $32.00 |
| # Analysts | 0 |
| Recommendation | Strong Buy (1.29) |
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 |
$-1.07 | $-1.37 | $-0.53 | -101.7% | -13.5% | 1↑ 4↓ | $0.0B | -50.1% | 7 |
| Next Q 2026-09-30 |
$-1.02 | $-1.42 | $-0.70 | -72.7% | -12.6% | 3↑ 3↓ | $0.0B | -44.6% | 7 |
| Current FY 2026-12-31 |
$-4.56 | $-5.56 | $-3.55 | -60.0% | -20.3% | 0↑ 6↓ | $0.0B | -0.3% | 7 |
| Next FY 2027-12-31 |
$-3.47 | $-5.09 | $-1.58 | 23.9% | -31.7% | 1↑ 4↓ | $0.1B | 238.9% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-1.069 | |
| 7d ago | $-0.989 | -0.080 |
| 30d ago | $-0.942 | -0.128 |
| 60d ago | $-0.698 | -0.371 |
| 90d ago | $-0.698 | -0.371 |
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 12, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| May 12, 2026 | Piper Sandler | DOWNGRADE | Overweight | Neutral |
| Apr 21, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Mar 26, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 6 | 6 | 1 | 0 | 0 | 92% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
38°
Cool
Bearish
Neutral
Bullish
4 mentions
0 bullish
2 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 31, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 31, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 25, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 24, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
May 13, 2026
earnings_calendar
LENZ Q1 2026 Earnings Scheduled — 2026-05-13
May 11, 2026
earnings_calendar
LENZ Q1 2026 Earnings Scheduled — 2026-05-11
May 4, 2026
earnings
LENZ Therapeutics to Report First Quarter 2026 Financial Results and Recent Corporate Highlights on May 11, 2026 and Attend Upcoming Investor Conference
<p align="justify">SAN DIEGO, May 04, 2026 (GLOBE NEWSWIRE) -- LENZ Therapeutics, Inc. (Nasdaq: LENZ or “LENZ” or the “Company”), a pharmaceutical c
May 4, 2026
earnings_calendar
LENZ Q1 2026 Earnings Scheduled — 2026-05-04
Apr 23, 2026
short_interest
FTD: LENZ — 56,679 shares ($0.6M) failed to deliver
Settlement: 20260423, Price: $9.99, FTD Value: $566,223.21, LENZ THERAPEUTICS INC NEW COM
Apr 20, 2026
other
LENZ Therapeutics Announces Submission of Marketing Authorization Application to the Medicines and Healthcare products Regulatory Agency for VIZZ® for the Treatment of Presbyopia in the United Kingdom
<p align="center"><em>MHRA submission follows EMA validation of the VIZZ MAA in March 2026</em></p>
Apr 16, 2026
short_volume
Short Volume: LENZ — 80.0% short (0.4M / 0.5M)
Short: 422,095 | Exempt: 0 | TRF Vol: 527,819 | Short Ratio: 80.0% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_interest
FTD: LENZ — 125,326 shares ($1.1M) failed to deliver
Settlement: 20260401, Price: $9.15, FTD Value: $1,146,732.9, LENZ THERAPEUTICS INC NEW COM
Mar 25, 2026
earnings_calendar
LENZ Q4 2025 Earnings After Market Close — 2026-03-25
Mar 25, 2026
short_interest
FTD: LENZ — 437,361 shares ($3.9M) failed to deliver
Settlement: 20260325, Price: $9.03, FTD Value: $3,949,369.83, LENZ THERAPEUTICS INC NEW COM
Mar 24, 2026
earnings
LENZ Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results and Recent Corporate Highlights
<p align="center"><em>Launched VIZZ</em><sup><em>®</em></sup><em> (aceclidine ophthalmic solution) 1.44% for the treatment of presbyopia in October 20
Mar 24, 2026
short_volume
Short Volume: LENZ — 66.8% short (1.2M / 1.8M)
Short: 1,183,589 | Exempt: 40,696 | TRF Vol: 1,771,333 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)
Mar 24, 2026
earnings_calendar
LENZ Q4 2025 Earnings After Market Close — 2026-03-24
Mar 23, 2026
short_volume
Short Volume: LENZ — 69.0% short (0.4M / 0.6M)
Short: 446,724 | Exempt: 0 | TRF Vol: 647,529 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
Mar 20, 2026
short_interest
FTD: LENZ — 136,682 shares ($1.6M) failed to deliver
Settlement: 20260320, Price: $11.49, FTD Value: $1,570,476.18, LENZ THERAPEUTICS INC NEW COM