UP
UPB
Upstream Bio, Inc.
$6.10
-4.39%
$332.0M
No data for this timeframe.
Vol
Market Cap$332.0M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$203.2M
Inst. Activity12 buys / 8 sells
Insider Activity0B / 5S
Insider Net $-$46.6K
SEC Reports3
Press Releases4
Recent Activity
Jun 9, 2026
Insider
Ruddy Marcella K. was granted 17,096 shares
Director
Jun 9, 2026
Insider
Renaud Ronald C JR was granted 17,096 shares
Director
Jun 9, 2026
Insider
Chimovits Erez was granted 17,096 shares
Director
May 18, 2026
Press
Upstream Bio presented positive Phase 2 VIBRANT trial data at ATS 2026, showing verekitug improved asthma control and na
Impact 7/10
May 18, 2026
fda
Upstream Bio Presents New Data from Phase 2 VIBRANT Trial of Verekitug Demonstrating Improvement in Asthma Symptom Control in Participants with CRSwNP and Comorbid Asthma at the ATS 2026 International Conference
<p align="center"><em>– Verekitug led to statistically significant and clinically meaningful improve
May 13, 2026
SEC
Upstream Bio reported Q1 2026 EPS of -$0.79, missing consensus of -$0.75 by 5.3%, with net loss widening to $40.6M from
PRESS-RELEASE — Impact 6/10
Mar 26, 2026
SEC
Upstream Bio is conducting an at-the-market offering of up to $150 million in common stock through Leerink Partners. The
424B5 — Impact 6/10
Mar 17, 2026
SEC
Three corporate insiders at Upstream Bio, Inc. (UPB) sold shares in a coordinated open-market transaction on March 16, 2
CLUSTER — Impact 3/10
Price Targets
$38.25
+527.0% upside
Strong Buy
Current $6.10
Low $8.00
Median $39.50
High $75.00
8 analysts
$8.00
$75.00
Analyst Ratings
2Strong Buy
8Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 12, 2026 | JP Morgan | DOWNGRADE | Overweight → Neutral |
| Jun 3, 2026 | HC Wainwright & Co. | INITIATE | Buy |
| May 14, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Mar 27, 2026 | Evercore ISI Group | DOWNGRADE | Outperform → In-Line |
| Dec 18, 2025 | Mizuho | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.76 ▼ -2.7% | $-0.87 — $-0.62 | -3% YoY | 9 |
| Next Q | $-0.70 ▲ +1.5% | $-0.88 — $-0.46 | -11% YoY | 9 |
| Current FY | $-2.84 ▲ +3.2% | $-3.37 — $-2.25 | -7% YoY | 9 |
| Next FY | $-2.89 ▲ +10.6% | $-3.90 — $-1.53 | -2% YoY | 8 |
Latest Reports
BULLISH
Press
7/10
Upstream Bio presented positive Phase 2 VIBRANT trial data at ATS 2026, showing verekitug improved asthma control and na
May 18, 2026
BEARISH
PRESS-RELEASE
6/10
Upstream Bio reported Q1 2026 EPS of -$0.79, missing consensus of -$0.75 by 5.3%, with net loss widening to $40.6M from
May 13, 2026
BEARISH
424B5
6/10
Upstream Bio is conducting an at-the-market offering of up to $150 million in common stock through Leerink Partners. The
Mar 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| FMR LLC | $72.9M | — |
| BlackRock, Inc. | $30.3M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.9M | — |
| FEDERATED HERMES, INC. | $8.8M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 9, 2026 | Ruddy Marcella | A | $0.00 |
| Jun 9, 2026 | Renaud Ronald | A | $0.00 |
| Jun 9, 2026 | Chimovits Erez | A | $0.00 |
| Jun 9, 2026 | Ratcliffe Liam | A | $0.00 |
| Jun 9, 2026 | Fleming Harold | A | $0.00 |
50 institutional holders with $203.2M total value (22,515,335 shares) as of 2026-Q1. Top holders: NOMURA, FMR, BlackRock,. Net buying activity: 12 institutions added/increased vs 8 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | FMR LLC | 8,101,563 | $72.9M | 35.9% | — |
| 3 | BlackRock, Inc. | 3,370,689 | $30.3M | 14.9% | ADD +28.5% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,873,574 | $16.9M | 8.3% | — |
| 5 | FEDERATED HERMES, INC. | 979,758 | $8.8M | 4.3% | DOUBLED +203169.3% |
| 6 | Woodline Partners LP | 831,481 | $7.5M | 3.7% | ADD +26.2% |
| 7 | D. E. Shaw & Co., Inc. | 820,480 | $7.4M | 3.6% | — |
| 8 | Pictet Asset Management Holding SA | 733,431 | $6.6M | 3.2% | NEW |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 727,711 | $6.5M | 3.2% | — |
| 10 | STATE STREET CORP | 705,350 | $6.3M | 3.1% | TRIM -46.5% |
| 11 | HSBC HOLDINGS PLC | 640,326 | $5.8M | 2.8% | — |
| 12 | MORGAN STANLEY | 552,609 | $5.0M | 2.4% | DOUBLED +352.7% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 342,353 | $3.1M | 1.5% | TRIM -61.7% |
| 14 | GOLDMAN SACHS GROUP INC | 316,587 | $2.8M | 1.4% | — |
| 15 | Alyeska Investment Group, L.P. | 298,329 | $2.7M | 1.3% | — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 257,729 | $2.3M | 1.1% | ADD +59.8% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 224,157 | $2.0M | 1.0% | — |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 185,087 | $1.7M | 0.8% | — |
| 19 | DEUTSCHE BANK AG\ | 180,889 | $1.6M | 0.8% | ADD +41.5% |
| 20 | Point72 Asset Management, L.P. | 178,168 | $1.6M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FEDERATED HERMES, INC. | DOUBLED | 482 | 979,758 | +203169.3% | $8.8M | 2026-Q1 |
| STATE STREET CORP | TRIM | 1,319,226 | 705,350 | -46.5% | $6.3M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 122,068 | 552,609 | +352.7% | $5.0M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 894,733 | 342,353 | -61.7% | $3.1M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 127,815 | 180,889 | +41.5% | $1.6M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 31,049 | 176,657 | +469.0% | $1.6M | 2026-Q1 |
| MARSHALL WACE, LLP | NEAR_EXIT | 343,791 | 66,770 | -80.6% | $600.9K | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 16,400 | 62,100 | +278.7% | $558.9K | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 86,384 | 48,460 | -43.9% | $436.1K | 2026-Q1 |
| Invesco Ltd. | NEAR_EXIT | 163,186 | 40,510 | -75.2% | $364.6K | 2026-Q1 |
| Mariner, LLC | DOUBLED | 11,830 | 27,314 | +130.9% | $245.8K | 2026-Q1 |
| DnB Asset Management AS | ADD | 12,793 | 23,515 | +83.8% | $211.6K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 400 | 19,558 | +4789.5% | $176.0K | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 10,147 | 15,338 | +51.2% | $138.0K | 2026-Q1 |
| Legal & General Group Plc | TRIM | 13,709 | 9,609 | -29.9% | $86.5K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 2,823 | 3,647 | +29.2% | $32.8K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 68 | 263 | +286.8% | $2.4K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 19,636 | 26,434 | +34.6% | $238.00 | 2026-Q1 |
| NORGES BANK | EXIT | 2,882,647 | 0 | -100.0% | $0.00 | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | EXIT | 1,527,958 | 0 | -100.0% | $0.00 | 2026-Q1 |
| BlackRock, Inc. | ADD | 2,603,706 | 3,344,504 | +28.5% | $90.8M | 2025-Q4 |
| NORGES BANK | NEW | — | 2,882,647 | — | $78.3M | 2025-Q4 |
| JANUS HENDERSON GROUP PLC | NEW | — | 1,527,958 | — | $41.4M | 2025-Q4 |
| Pictet Asset Management Holding SA | NEW | — | 773,148 | — | $21.0M | 2025-Q4 |
| Woodline Partners LP | ADD | 602,252 | 760,252 | +26.2% | $20.6M | 2025-Q4 |
11 unique insiders with 11 transactions. Net insider value: -$46.6K ($0.00 bought, $46.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 9, 2026 | Ruddy Marcella K. | Director | AWARD | 17,096 | — | — |
| Jun 9, 2026 | Renaud Ronald C JR | Director | AWARD | 17,096 | — | — |
| Jun 9, 2026 | Chimovits Erez | Director | AWARD | 17,096 | — | — |
| Jun 9, 2026 | Ratcliffe Liam | Director | AWARD | 17,096 | — | — |
| Jun 9, 2026 | Fleming Harold Edward | Director | AWARD | 17,096 | — | — |
| Jun 9, 2026 | Beckman Daniella | Director | AWARD | 17,096 | — | — |
| Mar 16, 2026 | Deykin Aaron | Chief Medical Officer | SELL | 894 | $9.29 | $8.3K |
| Mar 16, 2026 | GRAY MICHAEL | CFO and COO | SELL | 852 | $9.29 | $7.9K |
| Mar 16, 2026 | Ambrose Allison | General Counsel | SELL | 475 | $9.29 | $4.4K |
| Mar 16, 2026 | Sutherland Everett Rand | Chief Executive Officer | SELL | 2,093 | $9.29 | $19.4K |
| Mar 16, 2026 | Houghton Adam | Chief Business Officer | SELL | 699 | $9.29 | $6.5K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
BEARISH
PRESS-RELEASE
6/10
Upstream Bio reported Q1 2026 EPS of -$0.79, missing consensus of -$0.75 by 5.3%, with net loss wide
May 13, 2026
BEARISH
424B5
6/10
Upstream Bio is conducting an at-the-market offering of up to $150 million in common stock through L
Mar 26, 2026
NEUTRAL
CLUSTER
3/10
Three corporate insiders at Upstream Bio, Inc. (UPB) sold shares in a coordinated open-market transa
Mar 17, 2026
BULLISH
7/10
Upstream Bio presented positive Phase 2 VIBRANT trial data at ATS 2026, showing verekitug improved a
May 18, 2026
NEUTRAL
3/10
Upstream Bio announced two upcoming poster presentations at the ATS 2026 conference featuring Phase
Apr 17, 2026
MIXED
6/10
Upstream Bio reported Q4 and full-year 2025 financial results, highlighted by a strong cash position
Mar 26, 2026
BULLISH
8/10
Upstream Bio released additional Phase 2 VIBRANT trial data for verekitug in chronic rhinosinusitis
Mar 1, 2026
Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 2 strong buy, 8 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$38.25 mean target
+527.0% upside
Strong Buy (1.56)
$8.00 Low
$75.00 High
| Metric | Value |
|---|---|
| Current Price | $6.10 |
| Target Low | $8.00 |
| Target Mean | $38.25 |
| Target Median | $39.50 |
| Target High | $75.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (1.56) |
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 |
$-0.76 | $-0.87 | $-0.62 | -2.8% | -2.7% | 1↑ 1↓ | $0.0B | -59.7% | 9 |
| Next Q 2026-09-30 |
$-0.70 | $-0.88 | $-0.46 | -10.9% | +1.5% | 1↑ 1↓ | $0.0B | -44.5% | 9 |
| Current FY 2026-12-31 |
$-2.84 | $-3.37 | $-2.25 | -6.8% | +3.2% | 3↑ 3↓ | $0.0B | -28.6% | 9 |
| Next FY 2027-12-31 |
$-2.89 | $-3.90 | $-1.53 | -1.6% | +10.6% | 1↑ 1↓ | $0.0B | -19.0% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.761 | |
| 7d ago | $-0.749 | -0.012 |
| 30d ago | $-0.741 | -0.020 |
| 60d ago | $-0.741 | -0.020 |
| 90d ago | $-0.754 | -0.007 |
4 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 12, 2026 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| Jun 3, 2026 | HC Wainwright & Co. | INITIATE | — | Buy |
| May 14, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 27, 2026 | Evercore ISI Group | DOWNGRADE | Outperform | In-Line |
| Dec 18, 2025 | Mizuho | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| May 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 2 | 8 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 2 | 9 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 2 | 9 | 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.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
fda
Upstream Bio Presents New Data from Phase 2 VIBRANT Trial of Verekitug Demonstrating Improvement in Asthma Symptom Control in Participants with CRSwNP and Comorbid Asthma at the ATS 2026 International Conference
<p align="center"><em>– Verekitug led to statistically significant and clinically meaningful improvement in asthma symptom control as measured by the
May 13, 2026
earnings
Upstream Bio Reports First Quarter 2026 Financial Results and Recent Business Highlights
<p align="center"><em>– Company rapidly advancing Phase 3 programs designed to deliver best-in-class efficacy with convenient quarterly dosing in seve
May 12, 2026
earnings_calendar
UPB Q1 2026 Earnings Scheduled — 2026-05-12
May 11, 2026
earnings_calendar
UPB Q1 2026 Earnings Scheduled — 2026-05-11
May 4, 2026
earnings_calendar
UPB Q1 2026 Earnings Scheduled — 2026-05-04
May 2, 2026
Clinical Trial
A Study to Investigate the Efficacy and Safety of Verekitug (UPB-101) in Adult Participants With Severe Asthma (VALIANT)
Phase Phase 2 — COMPLETED
Apr 17, 2026
fda
Upstream Bio to Present New Data from Phase 2 VIBRANT Trial of Verekitug at the ATS 2026 International Conference
<p>WALTHAM, Mass., April 17, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=bu3pt0gtafbHuvYXnkfprCTCFtb7pvCt4sMw3T-8Xe
Mar 26, 2026
earnings
Upstream Bio Highlights Phase 3 Development Strategy for Verekitug and Reports Fourth Quarter and Full Year 2025 Financial Results
<p align="center"><em>– Company to pursue Phase 3 development strategy designed to deliver best-in-class efficacy with a high-dose quarterly regimen i
Mar 18, 2026
earnings_calendar
UPB Q4 2025 Earnings Scheduled — 2026-03-18
Mar 10, 2026
earnings_calendar
UPB Q4 2025 Earnings Scheduled — 2026-03-10
Mar 1, 2026
fda
Upstream Bio Presents Additional Analyses from the Phase 2 VIBRANT Trial of Verekitug in Chronic Rhinosinusitis with Nasal Polyps at 2026 AAAAI Annual Meeting
<p align="center">– <em>Primary endpoint of endoscopic nasal polyp score (NPS) showed reduction of -</em><em>1.95 (p < 0.0001) </em><em>in new anal
Feb 13, 2026
short_interest
FTD: UPB — 277,759 shares ($3.6M) failed to deliver
Settlement: 20260213, Price: $12.80, FTD Value: $3,555,315.2, UPSTREAM BIO INC COM(DE)
Feb 3, 2026
short_interest
FTD: UPB — 54,305 shares ($1.6M) failed to deliver
Settlement: 20260203, Price: $29.94, FTD Value: $1,625,891.7, UPSTREAM BIO INC COM(DE)
Feb 2, 2026
short_interest
FTD: UPB — 20,324 shares ($0.6M) failed to deliver
Settlement: 20260202, Price: $31.08, FTD Value: $631,669.92, UPSTREAM BIO INC COM(DE)