STRO

SUTRO BIOPHARMA, INC.

Nasdaq · Biological Products, (No Diagnostic Substances) · CIK 0001382101
$28.80 +8.76% $477.2M
8 New Institutional Positions
Vol
Market Cap$477.2M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders35 funds
Inst. Value$111.5M
Inst. Activity8 buys / 2 sells
SEC Reports2
Press Releases2
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·CIK 0001382101·Prev Close $26.48

Recent Activity

Jun 5, 2026 Insider
Wigginton Jon Marc was granted 10,000 shares
Director
Jun 5, 2026 Insider
Petree Daniel H was granted 10,000 shares
Director
Jun 5, 2026 Insider
PANEK JAMES P was granted 10,000 shares
Director
May 14, 2026 earnings
Sutro Biopharma Reports First Quarter 2026 Financial Results and Business Highlights
<p align="center"><em>– On track to report initial safety, PK and early activity from</em> <em>Phase
Apr 22, 2026 SEC
Sutro Biopharma is holding its annual shareholder meeting to elect directors, ratify auditors, and approve executive com
DEFA14A — Impact 3/10
Mar 23, 2026 SEC
Sutro Biopharma has filed an S-3 shelf registration allowing it to raise up to $300 million in various securities, inclu
S-3 — Impact 6/10
Inst.
RA CAPITAL MANAGEMENT, L.P. — NEW
715,307 shares ($17.8M)
Inst.
Point72 Asset Management, L.P. — DOUBLED
692,111 shares ($17.2M)

Price Targets

$48.31 +67.7% upside Strong Buy
Current $28.80 Low $10.00 Median $50.00 High $61.00 13 analysts
$10.00 $61.00

Analyst Ratings

Strong Buy90% buy · 20 analysts
5Strong Buy
13Buy
1Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 28, 2026 Barclays INITIATE Overweight
May 15, 2026 Leerink Partners MAINTAIN Outperform → Outperform
May 15, 2026 Wedbush UPGRADE Neutral → Outperform
May 15, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy
Apr 30, 2026 Mizuho INITIATE Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-2.39 $-2.63 — $-2.12 -71% YoY 3
Next Q $-2.46 $-2.86 — $-2.10 56% YoY 3
Current FY $-7.80 ▼ -16.3% $-8.31 — $-7.30 52% YoY 2
Next FY $-6.88 ▼ -177.6% $-10.31 — $-4.86 12% YoY 4

Top Institutional Holders

FundValueMove
ROYAL BANK OF CANADA
VANGUARD CAPITAL MANAGEMENT LLC$17.9M
RA CAPITAL MANAGEMENT, L.P.$17.8MNEW
Point72 Asset Management, L.P.$17.2MDOUBLED
BALYASNY ASSET MANAGEMENT L.P.$11.6MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Wigginton JonA$0.00
Jun 5, 2026Petree DanielA$0.00
Jun 5, 2026PANEK JAMESA$0.00
Jun 5, 2026Lobacki JosephA$0.00
Jun 5, 2026Jagpal SukhiA$0.00
35 institutional holders with $111.5M total value (4,476,858 shares) as of 2026-Q1. Top holders: ROYAL, VANGUARD, RA. Net buying activity: 8 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1ROYAL BANK OF CANADA12$0.000.0%
2VANGUARD CAPITAL MANAGEMENT LLC720,442$17.9M16.1%
3RA CAPITAL MANAGEMENT, L.P.715,307$17.8M16.0%NEW
4Point72 Asset Management, L.P.692,111$17.2M15.5%DOUBLED +286.5%
5BALYASNY ASSET MANAGEMENT L.P.465,792$11.6M10.4%DOUBLED +102.5%
6Woodline Partners LP457,441$11.4M10.2%NEW
7BlackRock, Inc.232,684$5.8M5.2%ADD +98.1%
8MARSHALL WACE, LLP222,634$5.5M5.0%DOUBLED +160.0%
9ADAGE CAPITAL PARTNERS GP, L.L.C.200,000$5.0M4.5%
10CITADEL ADVISORS LLC117,537$2.9M2.6%
11RENAISSANCE TECHNOLOGIES LLC97,824$2.4M2.2%
12VANGUARD FIDUCIARY TRUST CO94,838$2.4M2.1%
13SUSQUEHANNA INTERNATIONAL GROUP, LLP84,902$2.1M1.9%
14TWO SIGMA INVESTMENTS, LP65,176$1.6M1.5%
15STATE STREET CORP52,118$1.3M1.2%ADD +52.1%
16SUSQUEHANNA INTERNATIONAL GROUP, LLP36,600$911.7K0.8%
17Trexquant Investment LP34,343$855.5K0.8%
18GOLDMAN SACHS GROUP INC27,187$677.2K0.6%
19CITADEL ADVISORS LLC24,800$617.8K0.6%
20BANK OF AMERICA CORP /DE/18,873$470.1K0.4%DOUBLED +348.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RA CAPITAL MANAGEMENT, L.P.NEW715,307$17.8M2026-Q1
Point72 Asset Management, L.P.DOUBLED179,088692,111+286.5%$17.2M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED230,049465,792+102.5%$11.6M2026-Q1
Woodline Partners LPNEW457,441$11.4M2026-Q1
BlackRock, Inc.ADD117,437232,684+98.1%$5.8M2026-Q1
MARSHALL WACE, LLPDOUBLED85,615222,634+160.0%$5.5M2026-Q1
STATE STREET CORPADD34,26652,118+52.1%$1.3M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED4,21218,873+348.1%$470.1K2026-Q1
MORGAN STANLEYTRIM15,92210,529-33.9%$262.3K2026-Q1
CWM, LLCTRIM1,499983-34.4%$24.5K2026-Q1
12 unique insiders with 25 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Wigginton Jon MarcDirectorAWARD10,000
Jun 5, 2026Petree Daniel HDirectorAWARD10,000
Jun 5, 2026PANEK JAMES PDirectorAWARD10,000
Jun 5, 2026Lobacki Joseph MDirectorAWARD10,000
Jun 5, 2026Jagpal SukhiDirectorAWARD10,000
Jun 5, 2026Hunter HeidiDirectorAWARD10,000
Jun 5, 2026Dybbs MichaelDirectorAWARD10,000
Jun 5, 2026MATSUI CONNIEDirectorAWARD10,000
Jun 2, 2026Chow Gregory K.CFOEXERCISE2,500
Mar 4, 2026Pauling DavidChief Admin. Ofcr. & GCEXERCISE675
Mar 4, 2026Chung JaneChief Executive OfficerEXERCISE788
Mar 2, 2026Chow Gregory K.CFOAWARD40,000
Mar 2, 2026Chow Gregory K.CFOAWARD5,000
Mar 2, 2026Pauling DavidChief Admin. Ofcr. & GCEXERCISE2,356
Mar 2, 2026Pauling DavidChief Admin. Ofcr. & GCAWARD4,200
Mar 2, 2026Pauling DavidChief Admin. Ofcr. & GCAWARD33,600
Mar 2, 2026Gerber Hans-PeterCHIEF SCIENTIFIC OFFICEREXERCISE2,843
Mar 2, 2026Gerber Hans-PeterCHIEF SCIENTIFIC OFFICERAWARD5,000
Mar 2, 2026Gerber Hans-PeterCHIEF SCIENTIFIC OFFICERAWARD40,000
Mar 2, 2026Chung JaneChief Executive OfficerEXERCISE7,750
Mar 2, 2026Chung JaneChief Executive OfficerAWARD40,000
Mar 2, 2026Chung JaneChief Executive OfficerAWARD175,000
Mar 1, 2026Pauling DavidChief Admin. Ofcr. & GCEXERCISE500
Mar 1, 2026Chung JaneChief Executive OfficerEXERCISE688
Mar 1, 2026Gerber Hans-PeterCHIEF SCIENTIFIC OFFICEREXERCISE1,125
Current analyst consensus: Strong Buy (90% buy). Based on 20 analysts: 5 strong buy, 13 buy, 1 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$48.31 mean target +67.7% upside Strong Buy (1.38)
$10.00 Low $61.00 High
MetricValue
Current Price$28.80
Target Low$10.00
Target Mean$48.31
Target Median$50.00
Target High$61.00
# Analysts13
RecommendationStrong Buy (1.38)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-2.39 $-2.63 $-2.12 -70.8% $0.0B -83.2% 3
Next Q
2026-09-30
$-2.46 $-2.86 $-2.10 55.9% $0.0B -9.5% 3
Current FY
2026-12-31
$-7.80 $-8.31 $-7.30 51.8% -16.3% 0↑ 1↓ $0.0B -56.0% 2
Next FY
2027-12-31
$-6.88 $-10.31 $-4.86 11.8% -177.6% 0↑ 1↓ $0.0B -28.5% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-2.392
7d ago$-2.420+0.028
30d ago$0.000-2.392
60d ago$0.000-2.392
90d ago$0.000-2.392
8 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 3 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 28, 2026 Barclays INITIATE Overweight
May 15, 2026 Leerink Partners MAINTAIN Outperform Outperform
May 15, 2026 Wedbush UPGRADE Neutral Outperform
May 15, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Apr 30, 2026 Mizuho INITIATE Outperform
Apr 23, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Apr 17, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Apr 7, 2026 Leerink Partners INITIATE Outperform
Mar 25, 2026 Deutsche Bank MAINTAIN Buy Buy
Mar 24, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
Mar 24, 2026 HC Wainwright & Co. UPGRADE Neutral Buy
Jan 20, 2026 Citizens UPGRADE Market Perform Market Outperform
Dec 22, 2025 HC Wainwright & Co. MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202651311090%
May 1, 202641121083%
Apr 1, 202631021081%
Mar 1, 20263841069%
Feb 1, 20263841069%
Jan 1, 20263751063%
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 14, 2026
earnings
Sutro Biopharma Reports First Quarter 2026 Financial Results and Business Highlights
<p align="center"><em>– On track to report initial safety, PK and early activity from</em> <em>Phase 1 dose-escalation trial of STRO-004, potential be
May 6, 2026
earnings_calendar
STRO Q1 2026 Earnings Scheduled — 2026-05-06
Apr 19, 2026
fda
Sutro Biopharma Presents Promising Preclinical Data Across its Pipeline of Next-Generation Single and Dual-Payload ADC Programs at AACR 2026
<p align="center"><em>STRO-004 demonstrates robust and consistent antitumor activity across multiple TF-expressing </em><em>solid tumor PDX models, wi
Apr 6, 2026
Clinical Trial
A Study of STRO-002 in Chinese Adults With Epithelial Ovarian Cancer and Other Advanced Malignant Solid Tumors
Phase Phase 2 — COMPLETED
Mar 23, 2026
earnings
Sutro Biopharma Reports Full Year 2025 Financial Results and Business Highlights
<p align="center"><em>– Dosed three cohorts in Phase 1 trial of STRO-004, potential best-in-class Tissue Factor (TF) ADC; on track to report initial c
Mar 11, 2026
earnings_calendar
STRO Q4 2025 Earnings After Market Close — 2026-03-11