MBX
MBX Biosciences, Inc.
$31.62
+0.60%
$1.5B
No data for this timeframe.
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (87%)
Inst. Holders8 funds
Inst. Value$74.3M
Inst. Activity6 buys / 1 sells
Insider Activity1B / 3S
Insider Net $-$1.6M
SEC Reports12
Press Releases3
Recent Activity
May 18, 2026
earnings_calendar
MBX Q1 2026 Earnings Scheduled — 2026-05-18
May 11, 2026
SEC
Richard B. Bartram, a former officer of MBX Biosciences, filed a Form 144 on May 11, 2026, indicating intent to sell 22,
144 — Impact 5/10
May 8, 2026
SEC
Two top executives (CEO and CMO) sold a total of $25K in open-market sales on May 6, 2026, one day after Q1 earnings bea
CLUSTER — Impact 2/10
May 8, 2026
SEC
Former officer Richard Bartram filed a Form 144 notice of intent to sell 10,000 MBX shares (~$379,562 at filing). The sh
144 — Impact 3/10
May 8, 2026
Insider
Azoulay Salomon sold 55,000 shares
Chief Medical Officer @ $10.46 ($575.3K)
May 8, 2026
Insider
Azoulay Salomon sold 55,000 shares
Chief Medical Officer @ $38.38 ($2.1M)
May 8, 2026
Insider
Azoulay Salomon sold 55,000 shares
Chief Medical Officer @ $0.00 ($0.00)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — ADD
222,180 shares ($7.0M)
Price Targets
$69.09
+118.5% upside
Strong Buy
Current $31.62
Low $20.00
Median $70.00
High $91.00
11 analysts
$20.00
$91.00
Analyst Ratings
5Strong Buy
8Buy
1Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 12, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| May 11, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Jan 28, 2026 | Barclays | INITIATE | Overweight |
| Jan 16, 2026 | Guggenheim | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.60 ▲ +5.9% | $-0.72 — $-0.46 | -4% YoY | 8 |
| Next Q | $-0.74 ▲ +2.4% | $-0.87 — $-0.60 | -17% YoY | 8 |
| Current FY | $-2.75 ▲ +5.0% | $-3.22 — $-2.32 | -15% YoY | 9 |
| Next FY | $-3.94 ▲ +2.9% | $-7.04 — $-3.17 | -43% YoY | 9 |
Latest Reports
BEARISH
144
5/10
Richard B. Bartram, a former officer of MBX Biosciences, filed a Form 144 on May 11, 2026, indicating intent to sell 22,
May 11, 2026
MIXED
Press
6/10
MBX Biosciences reported preliminary Phase 1 data for MBX 4291 (GLP-1/GIP co-agonist prodrug) showing 7% mean weight los
May 11, 2026
NEUTRAL
CLUSTER
2/10
Two top executives (CEO and CMO) sold a total of $25K in open-market sales on May 6, 2026, one day after Q1 earnings bea
May 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $57.3M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $7.0M | ADD |
| TWO SIGMA INVESTMENTS, LP | $4.4M | DOUBLED |
| MORGAN STANLEY | $1.9M | ADD |
| BANK OF AMERICA CORP | $1.2M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 8, 2026 | Azoulay Salomon | M | $575.3K |
| May 8, 2026 | Azoulay Salomon | SELL | $2.1M |
| May 8, 2026 | Azoulay Salomon | M | $0.00 |
| May 6, 2026 | Azoulay Salomon | SELL | $6.8K |
| May 6, 2026 | Hawryluk P. | SELL | $17.9K |
8 institutional holders with $74.3M total value (2,355,803 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, TWO. 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 | 1,817,811 | $57.3M | 77.2% | ADD +60.7% |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 222,180 | $7.0M | 9.4% | ADD +30.7% |
| 3 | TWO SIGMA INVESTMENTS, LP | 138,571 | $4.4M | 5.9% | DOUBLED +919.9% |
| 4 | MORGAN STANLEY | 59,026 | $1.9M | 2.5% | ADD +31.6% |
| 5 | BANK OF AMERICA CORP /DE/ | 37,894 | $1.2M | 1.6% | ADD +42.4% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 32,644 | $1.0M | 1.4% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 31,931 | $1.0M | 1.4% | DOUBLED +171.6% |
| 8 | FMR LLC | 15,746 | $496.6K | 0.7% | NEAR_EXIT -77.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 170,006 | 222,180 | +30.7% | $7.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 13,587 | 138,571 | +919.9% | $4.4M | 2025-Q4 |
| MORGAN STANLEY | ADD | 44,868 | 59,026 | +31.6% | $1.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 26,616 | 37,894 | +42.4% | $1.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 32,644 | — | $1.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 11,755 | 31,931 | +171.6% | $1.0M | 2025-Q4 |
| FMR LLC | NEAR_EXIT | 68,976 | 15,746 | -77.2% | $496.6K | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 1,043,684 | 1,677,362 | +60.7% | $29.4M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 107,483 | 170,006 | +58.2% | $3.0M | 2025-Q3 |
| UBS Group AG | ADD | 30,967 | 60,725 | +96.1% | $1.1M | 2025-Q3 |
| MORGAN STANLEY | ADD | 24,008 | 44,868 | +86.9% | $785.2K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 42,387 | 26,616 | -37.2% | $465.8K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 13,587 | — | $237.8K | 2025-Q3 |
| VANGUARD GROUP INC | ADD | 665,563 | 1,043,684 | +56.8% | $11.9M | 2025-Q2 |
| FMR LLC | ADD | 44,240 | 61,333 | +38.6% | $699.8K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 28,090 | 42,387 | +50.9% | $483.6K | 2025-Q2 |
| MORGAN STANLEY | NEAR_EXIT | 114,610 | 24,008 | -79.1% | $273.9K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 5,977 | 10,943 | +83.1% | $124.9K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 33,833 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 23,835 | 114,610 | +380.8% | $845.8K | 2025-Q1 |
| FMR LLC | ADD | 24,573 | 44,240 | +80.0% | $326.5K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 33,833 | — | $249.7K | 2025-Q1 |
| UBS Group AG | TRIM | 45,901 | 27,499 | -40.1% | $202.9K | 2025-Q1 |
| CITADEL ADVISORS LLC | EXIT | 220,330 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 25,000 | 0 | -100.0% | $0.00 | 2025-Q1 |
4 unique insiders with 4 transactions. Net insider value: -$1.6M ($525.7K bought, $2.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 8, 2026 | Azoulay Salomon | Chief Medical Officer | M | 55,000 | $10.46 | $575.3K |
| May 8, 2026 | Azoulay Salomon | Chief Medical Officer | SELL | 55,000 | $38.38 | $2.1M |
| May 8, 2026 | Azoulay Salomon | Chief Medical Officer | M | 55,000 | $0.00 | $0.00 |
| May 6, 2026 | Azoulay Salomon | Chief Medical Officer | SELL | 231 | $29.54 | $6.8K |
| May 6, 2026 | Hawryluk P. Kent | President & CEO | SELL | 607 | $29.54 | $17.9K |
| May 1, 2026 | Hoerter Steven L. | Director | A | 11,938 | $0.00 | $0.00 |
| May 1, 2026 | Hoerter Steven L. | Director | A | 74,249 | $0.00 | $0.00 |
| Mar 13, 2026 | Hawryluk P. Kent | President & CEO | BUY | 18,500 | $28.41 | $525.7K |
| Feb 26, 2026 | Hawryluk P. Kent | President & CEO | M | 28,768 | $16.00 | $460.3K |
| Feb 26, 2026 | Hawryluk P. Kent | President & CEO | M | 28,768 | $0.00 | $0.00 |
| Feb 2, 2026 | Hawryluk P. Kent | President & CEO | A | 35,250 | $0.00 | $0.00 |
| Feb 2, 2026 | Hawryluk P. Kent | President & CEO | A | 164,500 | $0.00 | $0.00 |
| Feb 2, 2026 | Azoulay Salomon | Chief Medical Officer | A | 15,000 | $0.00 | $0.00 |
| Feb 2, 2026 | Azoulay Salomon | Chief Medical Officer | A | 70,000 | $0.00 | $0.00 |
| Feb 2, 2026 | Bartram Richard | Chief Financial Officer | A | 15,000 | $0.00 | $0.00 |
| Feb 2, 2026 | Bartram Richard | Chief Financial Officer | A | 70,000 | $0.00 | $0.00 |
| Nov 22, 2025 | Hoerter Steven L. | Director | A | 0 | $0.00 | $0.00 |
| Nov 6, 2025 | Hoerter Steven L. | Director | A | 33,751 | $0.00 | $0.00 |
12 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 1 mixed, 8 neutral. Avg impact: 3.7/10.
BEARISH
144
5/10
Richard B. Bartram, a former officer of MBX Biosciences, filed a Form 144 on May 11, 2026, indicatin
May 11, 2026
NEUTRAL
CLUSTER
2/10
Two top executives (CEO and CMO) sold a total of $25K in open-market sales on May 6, 2026, one day a
May 8, 2026
NEUTRAL
144
3/10
Former officer Richard Bartram filed a Form 144 notice of intent to sell 10,000 MBX shares (~$379,56
May 8, 2026
NEUTRAL
144
2/10
Former officer Richard B. Bartram filed Form 144 to sell 10,000 MBX shares (~$322,000), part of a co
May 7, 2026
BULLISH
8-K
6/10
MBX Biosciences reported Q1 2026 results with an EPS of -$0.50, beating consensus of -$0.62 by 19.4%
May 7, 2026
NEUTRAL
144
1/10
Director/officer P. Kent Hawryluk filed Form 144 to sell 607 shares of MBX Biosciences, valued at ap
May 6, 2026
BEARISH
144
5/10
Former officer Richard Bartram files Form 144 to sell 5,000 MBX shares (~$159k), adding to 21,484 sh
May 1, 2026
NEUTRAL
144
3/10
Richard Bartram, a former officer of MBX Biosciences, filed a Form 144 to report the proposed sale o
Apr 22, 2026
NEUTRAL
DEFA14A
3/10
MBX Biosciences is holding its 2026 annual meeting to elect two Class II directors and ratify the ap
Apr 22, 2026
NEUTRAL
8-K
4/10
Analysis based on filing metadata only — document content was unavailable. The 8-K filing includes I
Mar 12, 2026
NEUTRAL
INST-CLUSTER
4/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — initiated ne
Feb 28, 2026
MIXED
8-K
6/10
MBX Biosciences entered into a 4-year lease for 13,642 sq ft of lab and office space in Burlington,
Feb 27, 2026
MIXED
6/10
MBX Biosciences reported preliminary Phase 1 data for MBX 4291 (GLP-1/GIP co-agonist prodrug) showin
May 11, 2026
NEUTRAL
5/10
MBX Biosciences reported its Q4 and full-year 2025 financial results, highlighted by a strengthened
Mar 12, 2026
BULLISH
8/10
MBX Biosciences announced successful completion of an End-of-Phase 2 meeting with the FDA, confirmin
Mar 9, 2026
Current analyst consensus: Strong Buy (87% buy). Based on 15 analysts: 5 strong buy, 8 buy, 1 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$69.09 mean target
+118.5% upside
Strong Buy (1.50)
$20.00 Low
$91.00 High
| Metric | Value |
|---|---|
| Current Price | $31.62 |
| Target Low | $20.00 |
| Target Mean | $69.09 |
| Target Median | $70.00 |
| Target High | $91.00 |
| # Analysts | 11 |
| 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 |
$-0.60 | $-0.72 | $-0.46 | -3.9% | +5.9% | 6↑ 0↓ | $0.0B | 0.0% | 8 |
| Next Q 2026-09-30 |
$-0.74 | $-0.87 | $-0.60 | -17.2% | +2.4% | 4↑ 1↓ | $0.0B | 0.0% | 8 |
| Current FY 2026-12-31 |
$-2.75 | $-3.22 | $-2.32 | -15.5% | +5.0% | 7↑ 2↓ | $0.0B | 0.0% | 9 |
| Next FY 2027-12-31 |
$-3.94 | $-7.04 | $-3.17 | -43.5% | +2.9% | 5↑ 3↓ | $0.0B | 0.0% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.602 | |
| 7d ago | $-0.650 | +0.048 |
| 30d ago | $-0.640 | +0.038 |
| 60d ago | $-0.635 | +0.033 |
| 90d ago | $-0.838 | +0.236 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 3 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 12, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| May 11, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Jan 28, 2026 | Barclays | INITIATE | — | Overweight |
| Jan 16, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Jan 7, 2026 | UBS | INITIATE | — | Buy |
| Dec 19, 2025 | Stifel | MAINTAIN | Buy | Buy |
| Dec 4, 2025 | Goldman Sachs | INITIATE | — | Sell |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 5 | 8 | 1 | 1 | 0 | 87% | |
| Apr 1, 2026 | 5 | 8 | 1 | 1 | 0 | 87% | |
| Mar 1, 2026 | 5 | 8 | 1 | 1 | 0 | 87% | |
| Feb 1, 2026 | 5 | 8 | 1 | 1 | 0 | 87% | |
| Jan 1, 2026 | 5 | 6 | 1 | 1 | 0 | 85% |
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 18, 2026
earnings_calendar
MBX Q1 2026 Earnings Scheduled — 2026-05-18
May 18, 2026
short_volume
Short Volume: MBX — 78.6% short (0.4M / 0.5M)
Short: 405,080 | Exempt: 0 | TRF Vol: 515,079 | Short Ratio: 78.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
fda
MBX Biosciences Provides Obesity Portfolio Update Including Initial Phase 1 Data for MBX 4291 Supporting Potential for Once-Monthly Dosing
<p align="center"><em>Preliminary blinded data from ongoing Phase 1 trial demonstrated mean weight loss of 7% (range 0-16%) at 8 weeks in first MAD Pa
May 11, 2026
earnings_calendar
MBX Q1 2026 Earnings Scheduled — 2026-05-11
May 11, 2026
short_volume
Short Volume: MBX — 59.9% short (0.6M / 1.0M)
Short: 587,082 | Exempt: 1 | TRF Vol: 980,733 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
MBX Biosciences Reports First Quarter 2026 Financial Results and Corporate Highlights
<p align="center"><em>Results from Phase 2 trial of once-weekly canvuparatide accepted for oral presentation at ENDO in June 2026</em></p>
Apr 3, 2026
other
MBX Biosciences Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)
<p>CARMEL, Ind., April 03, 2026 (GLOBE NEWSWIRE) -- MBX Biosciences, Inc. (Nasdaq: MBX), a clinical-stage biopharmaceutical company focused on the d
Apr 1, 2026
Clinical Trial
Safety, Pharmacokinetics and Efficacy of MBX 2109 in Patients With Hypoparathyroidism
Phase Phase 2 — COMPLETED
Mar 23, 2026
earnings_calendar
MBX Q4 2025 Earnings Scheduled — 2026-03-23
Mar 12, 2026
earnings
MBX Biosciences Reports Fourth Quarter and Full-Year 2025 Financial Results and Recent Corporate Highlights
<p align="center"><em>Phase 3 trial of once-weekly canvuparatide remains on track to initiate in Q3 2026 following recently completed, successful End-
Mar 9, 2026
fda
CORRECTING & REPLACING -- MBX Biosciences Announces Successful End-of-Phase 2 FDA Meeting and Provides Phase 3 Development Plan for Once-Weekly Canvuparatide for Hypoparathyroidism
Following End-of-Phase 2 meeting, MBX remains on track to initiate Phase 3 in Q3 2026 <pre>Following End-of-Phase 2 meeting, MBX remains on track to i