MGNX
MACROGENICS INC
$3.91
+0.77%
$246.6M
No data for this timeframe.
Vol
Market Cap$246.6M
Cap SizeMicro Cap
Analyst ConsensusBuy (62%)
Inst. Holders7 funds
Inst. Value$16.4M
Inst. Activity3 buys / 2 sells
SEC Reports5
Press Releases2
Recent Activity
May 19, 2026
Insider
Koenig Scott sold 22,000 shares
Director @ $0.00 ($0.00)
May 19, 2026
Insider
Ferrante Karen Jean sold 3,750 shares
Director @ $0.00 ($0.00)
May 19, 2026
Insider
HURWITZ EDWARD sold 22,000 shares
Director @ $0.00 ($0.00)
May 17, 2026
clinical_trial_readout
Results Pending: lorigerlimab (Phase 2) — Completed 87d ago
Trial: A Study of Lorigerlimab With Docetaxel or Docetaxel Alone in Participants With Metastatic Cas
May 13, 2026
SEC
MacroGenics reported Q1 2026 revenue of $20.8M (up 57% YoY) and net loss of $36.8M, essentially in line with EPS consens
8-K — Impact 7/10
May 12, 2026
SEC
MacroGenics entered into a definitive agreement to sell its GMP manufacturing operations (CDMO business) to Bora Pharmac
8-K — Impact 7/10
Apr 8, 2026
SEC
MacroGenics announced that the FDA has lifted the partial clinical hold on its Phase 2 LINNET study of lorigerlimab, a b
8-K — Impact 7/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
2,908,631 shares ($4.7M)
Price Targets
$6.75
+72.6% upside
Strong Buy
Current $3.91
Low $4.00
Median $7.00
High $9.00
4 analysts
$4.00
$9.00
Analyst Ratings
3Strong Buy
5Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 20, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Apr 10, 2026 | B. Riley Securities | UPGRADE | Neutral → Buy |
| Mar 10, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.26 ▲ +145.2% | $-0.70 — $1.71 | 145% YoY | 4 |
| Next Q | $-0.31 ▲ +27.3% | $-0.68 — $-0.05 | -216% YoY | 4 |
| Current FY | $0.04 ▲ +102.0% | $-0.74 — $0.81 | 103% YoY | 2 |
| Next FY | $-1.41 ▼ -5.9% | $-1.96 — $-0.58 | -4138% YoY | 3 |
Latest Reports
BULLISH
8-K
7/10
MacroGenics reported Q1 2026 revenue of $20.8M (up 57% YoY) and net loss of $36.8M, essentially in line with EPS consens
May 13, 2026
BULLISH
8-K
7/10
MacroGenics entered into a definitive agreement to sell its GMP manufacturing operations (CDMO business) to Bora Pharmac
May 12, 2026
MIXED
Press
6/10
MacroGenics is selling its GMP drug substance manufacturing operations to Bora Pharmaceuticals for a $122.5 million upfr
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $6.8M | — |
| RENAISSANCE TECHNOLOGIES LLC | $4.7M | ADD |
| BANK OF AMERICA CORP | $3.0M | DOUBLED |
| TWO SIGMA INVESTMENTS, LP | $1.6M | DOUBLED |
| MORGAN STANLEY | $259.2K | NEAR_EXIT |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 19, 2026 | Koenig Scott | A | $0.00 |
| May 19, 2026 | Ferrante Karen | A | $0.00 |
| May 19, 2026 | HURWITZ EDWARD | A | $0.00 |
| May 19, 2026 | Ferrante Karen | A | $0.00 |
| May 19, 2026 | Koenig Scott | A | $0.00 |
7 institutional holders with $16.4M total value (10,199,081 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, BANK. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,226,941 | $6.8M | 41.4% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 2,908,631 | $4.7M | 28.5% | ADD +71.0% |
| 3 | BANK OF AMERICA CORP /DE/ | 1,837,720 | $3.0M | 18.0% | DOUBLED +777.4% |
| 4 | TWO SIGMA INVESTMENTS, LP | 999,474 | $1.6M | 9.8% | DOUBLED +128.7% |
| 5 | MORGAN STANLEY | 161,016 | $259.2K | 1.6% | NEAR_EXIT -83.7% |
| 6 | FMR LLC | 62,299 | $100.3K | 0.6% | TRIM -74.3% |
| 7 | WELLS FARGO & COMPANY/MN | 3,000 | $4.8K | 0.0% | DOUBLED +479.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | ADD | 1,701,223 | 2,908,631 | +71.0% | $4.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 209,446 | 1,837,720 | +777.4% | $3.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 437,091 | 999,474 | +128.7% | $1.6M | 2025-Q4 |
| MORGAN STANLEY | NEAR_EXIT | 989,233 | 161,016 | -83.7% | $259.2K | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EXIT | 30,008 | 0 | -100.0% | $0.00 | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 1,326,494 | 1,701,223 | +28.2% | $2.9M | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 446,222 | 989,233 | +121.7% | $1.7M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEAR_EXIT | 334,349 | 30,008 | -91.0% | $50.4K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 518 | 3,000 | +479.2% | $5.0K | 2025-Q3 |
| MORGAN STANLEY | ADD | 341,485 | 446,222 | +30.7% | $539.9K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 654,898 | 407,288 | -37.8% | $492.8K | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 525,535 | 334,349 | -36.4% | $404.6K | 2025-Q2 |
| FMR LLC | TRIM | 248,235 | 63,915 | -74.3% | $77.3K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 30,511 | 518 | -98.3% | $627.00 | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 538,523 | 1,152,270 | +114.0% | $1.5M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,104,426 | 341,485 | -69.1% | $433.7K | 2025-Q1 |
| FMR LLC | ADD | 174,496 | 248,235 | +42.3% | $315.3K | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 55,400 | 135,500 | +144.6% | $172.1K | 2025-Q1 |
| UBS Group AG | NEAR_EXIT | 169,959 | 37,684 | -77.8% | $47.9K | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 319,869 | 1,104,426 | +245.3% | $3.6M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 318,423 | 538,523 | +69.1% | $1.8M | 2024-Q4 |
| UBS Group AG | ADD | 106,012 | 169,959 | +60.3% | $552.4K | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 124,600 | 55,400 | -55.5% | $180.1K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 20,526 | 29,838 | +45.4% | $97.0K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 492,765 | — | $1.6M | 2024-Q3 |
15 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 19, 2026 | Koenig Scott | Director | A | 22,000 | $0.00 | $0.00 |
| May 19, 2026 | Ferrante Karen Jean | Director | A | 3,750 | $0.00 | $0.00 |
| May 19, 2026 | HURWITZ EDWARD | Director | A | 22,000 | $0.00 | $0.00 |
| May 19, 2026 | Ferrante Karen Jean | Director | A | 22,000 | $0.00 | $0.00 |
| May 19, 2026 | Koenig Scott | Director | A | 3,750 | $0.00 | $0.00 |
| May 19, 2026 | STUMP DAVID C | Director | A | 3,750 | $0.00 | $0.00 |
| May 19, 2026 | STUMP DAVID C | Director | A | 22,000 | $0.00 | $0.00 |
| May 19, 2026 | HURWITZ EDWARD | Director | A | 3,750 | $0.00 | $0.00 |
| May 19, 2026 | Chhabra Meenu | Director | A | 22,000 | $0.00 | $0.00 |
| May 19, 2026 | Chhabra Meenu | Director | A | 3,750 | $0.00 | $0.00 |
| May 19, 2026 | Liu Margaret | Director | A | 22,000 | $0.00 | $0.00 |
| May 19, 2026 | Liu Margaret | Director | A | 3,750 | $0.00 | $0.00 |
| May 19, 2026 | HEIDEN WILLIAM K | Director | A | 3,750 | $0.00 | $0.00 |
| May 19, 2026 | HEIDEN WILLIAM K | Director | A | 22,000 | $0.00 | $0.00 |
| May 19, 2026 | Jackson Scott Thomas | Director | A | 3,750 | $0.00 | $0.00 |
| May 19, 2026 | Jackson Scott Thomas | Director | A | 22,000 | $0.00 | $0.00 |
| May 19, 2026 | O'Brien Federica F. | Director | A | 22,000 | $0.00 | $0.00 |
| May 19, 2026 | O'Brien Federica F. | Director | A | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | SIEGEL JAY PHILIP | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | Ferrante Karen Jean | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | Ferrante Karen Jean | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | HEIDEN WILLIAM K | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | Jackson Scott Thomas | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | STUMP DAVID C | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | STUMP DAVID C | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | HURWITZ EDWARD | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | HURWITZ EDWARD | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | SIEGEL JAY PHILIP | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | Chhabra Meenu | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | Chhabra Meenu | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | Liu Margaret | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | Jackson Scott Thomas | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | Liu Margaret | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | HEIDEN WILLIAM K | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | O'Brien Federica F. | Director | M | 3,750 | $0.00 | $0.00 |
| May 18, 2026 | O'Brien Federica F. | Director | M | 3,750 | $0.00 | $0.00 |
| Feb 15, 2026 | Smith Beth Ann | VP, Controller & Treasurer | M | 1,095 | $0.00 | $0.00 |
| Feb 15, 2026 | Smith Beth Ann | VP, Controller & Treasurer | F | 423 | $1.71 | $723.33 |
| Feb 15, 2026 | Smith Beth Ann | VP, Controller & Treasurer | M | 1,095 | $0.00 | $0.00 |
| Feb 15, 2026 | Karrels James | SVP and CFO | M | 14,999 | $0.00 | $0.00 |
| Feb 15, 2026 | Karrels James | SVP and CFO | F | 5,790 | $1.71 | $9.9K |
| Feb 15, 2026 | Karrels James | SVP and CFO | M | 14,999 | $0.00 | $0.00 |
| Feb 15, 2026 | Peters Jeffrey Stuart | Senior VP, GC, and Secretary | M | 13,332 | $0.00 | $0.00 |
| Feb 15, 2026 | Peters Jeffrey Stuart | Senior VP, GC, and Secretary | F | 5,147 | $1.71 | $8.8K |
| Feb 15, 2026 | Peters Jeffrey Stuart | Senior VP, GC, and Secretary | M | 13,332 | $0.00 | $0.00 |
| Feb 15, 2026 | Spitznagel Thomas | Sr VP, Technical Ops | M | 13,332 | $0.00 | $0.00 |
| Feb 15, 2026 | Spitznagel Thomas | Sr VP, Technical Ops | F | 5,520 | $1.71 | $9.4K |
| Feb 15, 2026 | Spitznagel Thomas | Sr VP, Technical Ops | M | 13,332 | $0.00 | $0.00 |
| Feb 15, 2026 | Risser Eric Blasius | President and CEO | M | 16,665 | $0.00 | $0.00 |
| Feb 15, 2026 | Risser Eric Blasius | President and CEO | F | 6,433 | $1.71 | $11.0K |
5 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.8/10.
BULLISH
8-K
7/10
MacroGenics reported Q1 2026 revenue of $20.8M (up 57% YoY) and net loss of $36.8M, essentially in l
May 13, 2026
BULLISH
8-K
7/10
MacroGenics entered into a definitive agreement to sell its GMP manufacturing operations (CDMO busin
May 12, 2026
BULLISH
8-K
7/10
MacroGenics announced that the FDA has lifted the partial clinical hold on its Phase 2 LINNET study
Apr 8, 2026
NEUTRAL
DEFA14A
2/10
MacroGenics Inc. has filed a definitive proxy statement for an upcoming shareholder meeting, which i
Apr 8, 2026
BULLISH
INST-CLUSTER
6/10
Three major institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased
Feb 28, 2026
Current analyst consensus: Buy (62% buy). Based on 13 analysts: 3 strong buy, 5 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$6.75 mean target
+72.6% upside
Strong Buy (2.29)
$4.00 Low
$9.00 High
| Metric | Value |
|---|---|
| Current Price | $3.91 |
| Target Low | $4.00 |
| Target Mean | $6.75 |
| Target Median | $7.00 |
| Target High | $9.00 |
| # Analysts | 4 |
| Recommendation | Strong Buy (2.29) |
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 |
$0.26 | $-0.70 | $1.71 | 145.2% | +145.2% | 0↑ 1↓ | $0.1B | 165.9% | 4 |
| Next Q 2026-09-30 |
$-0.31 | $-0.68 | $-0.05 | -215.7% | +27.3% | 0↑ 1↓ | $0.0B | -54.9% | 4 |
| Current FY 2026-12-31 |
$0.04 | $-0.74 | $0.81 | 103.0% | +102.0% | 0↑ 1↓ | $0.2B | 10.0% | 2 |
| Next FY 2027-12-31 |
$-1.41 | $-1.96 | $-0.58 | -4138.1% | -5.9% | — | $0.1B | -42.7% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.258 | |
| 7d ago | $-0.333 | +0.590 |
| 30d ago | $-0.570 | +0.827 |
| 60d ago | $-0.420 | +0.677 |
| 90d ago | $-0.665 | +0.923 |
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 20, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 10, 2026 | B. Riley Securities | UPGRADE | Neutral | Buy |
| Mar 10, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 5 | 5 | 0 | 0 | 62% | |
| May 1, 2026 | 3 | 5 | 5 | 0 | 0 | 62% | |
| Apr 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Mar 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Feb 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% | |
| Jan 1, 2026 | 3 | 4 | 6 | 0 | 0 | 54% |
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 23, 2026
Clinical Trial
A Study of Lorigerlimab With Docetaxel or Docetaxel Alone in Participants With Metastatic Castration-Resistant Prostate Cancer
Phase Phase 2 — COMPLETED
May 17, 2026
clinical_trial_readout
Results Pending: lorigerlimab (Phase 2) — Completed 87d ago
Trial: A Study of Lorigerlimab With Docetaxel or Docetaxel Alone in Participants With Metastatic Castration-Resistant Prostate Cancer
Sponsor: MacroGe
May 14, 2026
announcement
MacroGenics to Participate in the Stifel 2026 Virtual Targeted Oncology Forum
<p align="justify">ROCKVILLE, MD, May 14, 2026 (GLOBE NEWSWIRE) -- MacroGenics, Inc. (Nasdaq: MGNX), a biopharmaceutical company focused on developi
May 13, 2026
earnings_calendar
MGNX Q1 2026 Earnings Scheduled — 2026-05-13
May 12, 2026
short_volume
Short Volume: MGNX — 69.8% short (2.6M / 3.7M)
Short: 2,590,539 | Exempt: 34,849 | TRF Vol: 3,709,808 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
announcement
MacroGenics to Sell GMP Manufacturing Operations to Bora Pharmaceuticals
<p>•MacroGenics to receive $122.5 million upfront payment from Bora upon closing<br>•Transaction includes transfer of manufacturing site, CDMO operati
May 4, 2026
announcement
MacroGenics and Sagard Healthcare Partners Enter into Expanded ZYNYZ® Royalty Purchase Agreement
• MacroGenics receives $60 million cash payment from Sagard Healthcare Partners (Sagard), with the potential to receive an additional near-term sales-
Apr 17, 2026
clinical_trial_readout
Results Pending: lorigerlimab (Phase 2) — Completed 57d ago
Trial: A Study of Lorigerlimab With Docetaxel or Docetaxel Alone in Participants With Metastatic Castration-Resistant Prostate Cancer
Sponsor: MacroGe
Apr 8, 2026
announcement
FDA Removes Partial Clinical Hold on MacroGenics’ LINNET Study
<p>• Plan to resume enrollment in clinical study of lorigerlimab in gynecologic cancers </p>
Mar 9, 2026
earnings
MacroGenics Reports 2025 Financial Results and Highlights Upcoming Planned Data Disclosures
<p align="left">ROCKVILLE, Md., March 09, 2026 (GLOBE NEWSWIRE) -- MacroGenics, Inc. (NASDAQ: MGNX), a clinical-stage biopharmaceutical company focu