LENZ Therapeutics (LENZ) Panoramica del titolo
LENZ Therapeutics, Inc. opera come azienda farmaceutica commerciale che si concentra sullo sviluppo e la commercializzazione di terapie per migliorare la vista negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
LENZ Community Fair Values
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LENZ Therapeutics
97.7% sottovalutato sconto intrinseco
LENZ Therapeutics - a high risk high reward small cap biotech stock
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Published 17 Sep 2025
Concorrenti di LENZ Therapeutics, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$4.52 |
| Massimo di 52 settimane | US$50.40 |
| Minimo di 52 settimane | US$4.50 |
| Beta | 1.63 |
| Variazione di 1 mese | -1.74% |
| Variazione a 3 mesi | -33.23% |
| Variazione di 1 anno | -89.07% |
| Variazione a 3 anni | n/a |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | -72.10% |
Notizie e aggiornamenti recenti
Seeking Alpha • Sep 04
LENZ Therapeutics: Still Speculative But Priced For Disasters
Summary LENZ Therapeutics is rated a 'Strong Buy' with a fair value estimate of $21.3, reflecting ~266% upside from current levels. I model peak US Vizz sales at $375M, using a 5-pack annualized purchase rate and 30% market share, with conservative international assumptions. LENZ's speculative nature persists due to single-product risk, high SG&A, uninsured status, and rising competition; position sizing remains limited. Short-term signals are mixed, but technicals, insider buying, and potential for a short squeeze reinforce my bullish stance. Read the full article on Seeking Alpha
Aggiornamento narrativa • Sep 03
LENZ: Slower Presbyopia Launch Will Eventually Set Up Future Repricing
The analyst price target for LENZ Therapeutics has shifted from $12 to $7, as analysts point to a slower than expected VIZZ launch, reduced peak sales assumptions, and a focus on cash value, while also acknowledging slightly higher projected profit margins and a lower future P/E in updated models. Analyst Commentary Recent research on LENZ Therapeutics points to a more cautious tone around the VIZZ eye drop launch, with several bearish analysts reducing price targets and reassessing execution risk on the commercial ramp.Articolo di analisi • Aug 14
Earnings Release: Here's Why Analysts Cut Their LENZ Therapeutics, Inc. (NASDAQ:LENZ) Price Target To US$26.83
LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) investors will be delighted, with the company turning in some strong numbers...
Aggiornamento narrativa • Aug 14
LENZ: Telehealth Launch And Cash Support Will Shape Future Upside Potential
LENZ Therapeutics now carries a lower analyst price target centered around $7, down from prior expectations closer to $31. Analysts are reassessing the stock in light of slower than expected VIZZ presbyopia launch trends, reduced peak sales assumptions, and a heavier focus on cash value.Articolo di analisi • Jul 15
We're Hopeful That LENZ Therapeutics (NASDAQ:LENZ) Will Use Its Cash Wisely
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Recent updates
Seeking Alpha • Sep 04
LENZ Therapeutics: Still Speculative But Priced For Disasters
Summary LENZ Therapeutics is rated a 'Strong Buy' with a fair value estimate of $21.3, reflecting ~266% upside from current levels. I model peak US Vizz sales at $375M, using a 5-pack annualized purchase rate and 30% market share, with conservative international assumptions. LENZ's speculative nature persists due to single-product risk, high SG&A, uninsured status, and rising competition; position sizing remains limited. Short-term signals are mixed, but technicals, insider buying, and potential for a short squeeze reinforce my bullish stance. Read the full article on Seeking AlphaAggiornamento narrativa • Sep 03
LENZ: Slower Presbyopia Launch Will Eventually Set Up Future Repricing
The analyst price target for LENZ Therapeutics has shifted from $12 to $7, as analysts point to a slower than expected VIZZ launch, reduced peak sales assumptions, and a focus on cash value, while also acknowledging slightly higher projected profit margins and a lower future P/E in updated models. Analyst Commentary Recent research on LENZ Therapeutics points to a more cautious tone around the VIZZ eye drop launch, with several bearish analysts reducing price targets and reassessing execution risk on the commercial ramp.Articolo di analisi • Aug 14
Earnings Release: Here's Why Analysts Cut Their LENZ Therapeutics, Inc. (NASDAQ:LENZ) Price Target To US$26.83
LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) investors will be delighted, with the company turning in some strong numbers...Aggiornamento narrativa • Aug 14
LENZ: Telehealth Launch And Cash Support Will Shape Future Upside Potential
LENZ Therapeutics now carries a lower analyst price target centered around $7, down from prior expectations closer to $31. Analysts are reassessing the stock in light of slower than expected VIZZ presbyopia launch trends, reduced peak sales assumptions, and a heavier focus on cash value.Articolo di analisi • Jul 15
We're Hopeful That LENZ Therapeutics (NASDAQ:LENZ) Will Use Its Cash Wisely
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Aggiornamento narrativa • Jul 10
LENZ: Telehealth Launch And Advertising Push Will Drive Future Upside Potential
Analysts have reset expectations for LENZ Therapeutics, with the consolidated fair value estimate declining from $53.71 to $32.00 as they factor in updated price targets, a slightly higher discount rate, more moderate revenue growth assumptions, a higher projected profit margin, and a lower future P/E multiple. Analyst Commentary Recent research updates on LENZ Therapeutics point to a more mixed analyst stance, with some focusing on long term upside potential and others emphasizing execution risks and valuation reset drivers.Aggiornamento narrativa • Jun 26
LENZ: Presbyopia Partnership And UK Filing Will Drive Future Repricing
The analyst price target for LENZ Therapeutics has moved from $37.91 to $12.00 as analysts recalibrated their expectations, citing a mix of lower targets from firms like Citi and H.C. Wainwright, a modest upward revision from BofA, and recent rating changes. Analyst Commentary Recent analyst updates for LENZ Therapeutics show a tilt toward more cautious views, with several price targets adjusted and at least one downgrade, which together frame a more conservative stance on the stock.Articolo di analisi • May 16
Some LENZ Therapeutics, Inc. (NASDAQ:LENZ) Analysts Just Made A Major Cut To Next Year's Estimates
Today is shaping up negative for LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) shareholders, with the analysts delivering a...Articolo di analisi • May 14
Earnings Update: LENZ Therapeutics, Inc. (NASDAQ:LENZ) Just Reported And Analysts Are Trimming Their Forecasts
It's been a mediocre week for LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) shareholders, with the stock dropping 17% to...Articolo di analisi • Apr 30
LENZ Therapeutics, Inc. (NASDAQ:LENZ) Analysts Just Trimmed Their Revenue Forecasts By 12%
Today is shaping up negative for LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) shareholders, with the analysts delivering a...Articolo di analisi • Mar 29
Analysts Just Slashed Their LENZ Therapeutics, Inc. (NASDAQ:LENZ) EPS Numbers
Today is shaping up negative for LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) shareholders, with the analysts delivering a...Articolo di analisi • Mar 27
LENZ Therapeutics, Inc. (NASDAQ:LENZ) Analysts Are Cutting Their Estimates: Here's What You Need To Know
LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) just released its latest yearly report and things are not looking great. It was...Articolo di analisi • Dec 13
Here's Why We're Not At All Concerned With LENZ Therapeutics' (NASDAQ:LENZ) Cash Burn Situation
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Articolo di analisi • Nov 08
Earnings Beat: LENZ Therapeutics, Inc. (NASDAQ:LENZ) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their Forecasts
LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) just released its third-quarter report and things are looking bullish. Results...Seeking Alpha • Mar 27
LENZ Therapeutics Stock Is Attractive Before PDUFA
Summary LENZ Therapeutics, Inc.'s LNZ100 eye drop shows promising results for presbyopia, with strong phase 3 data and potential FDA approval by August 2025. LNZ100 demonstrated superior efficacy compared to AbbVie's Vuity, with a broad patient range and rapid onset of treatment effect. Survey data indicates high interest among eye care professionals, with 82% likely to prescribe LNZ100 if approved, targeting a $3bn market. Despite competitive risks, LNZ100's potential market penetration and Lenz's strong financial position make it a cautiously attractive investment. Read the full article on Seeking AlphaArticolo di analisi • Jan 01
Companies Like LENZ Therapeutics (NASDAQ:LENZ) Are In A Position To Invest In Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Nov 27
LENZ Therapeutics: Time For A Pause
Summary Today, we take a look Lenz Therapeutics, which may be on the verge of approval for a 'best of breed' solution for near vision loss. The company has a solid balance sheet, is putting a sales organization in place and the compound is very likely to be approved next August. That said, the stock has more than doubled in the past six months and trading levels now exceed most analyst firm price targets. More legs to this rally or are the shares overdue for a pause? An analysis around Lenz Therapeutics follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
LENZ Therapeutics: Upcoming PDUFA, Strong Data, Some Risks
Summary Graphite Bio reverse merged with Lenz Therapeutics to focus on presbyopia, a $3bn+ market impacting 1.8 billion people globally. LNZ100, a 1.75% Aceclidine eye drop solution, conducted two positive phase 3 clinical trials for presbyopia, showing promising results. LENZ has a market cap of $617mn, cash balance of $226mn, submitted an NDA in August, and has $500mn peak sales estimate. Read the full article on Seeking AlphaRendimenti per gli azionisti
| LENZ | US Pharmaceuticals | US Mercato | |
|---|---|---|---|
| 7D | -24.2% | -3.4% | -1.0% |
| 1Y | -89.1% | 44.7% | 14.1% |
Ritorno vs Industria: LENZ ha avuto una performance inferiore rispetto al US Pharmaceuticals che ha registrato un rendimento 44.7 % nell'ultimo anno.
Rendimento vs Mercato: LENZ ha avuto una performance inferiore al mercato US che ha registrato un rendimento 14.1 % nell'ultimo anno.
Volatilità dei prezzi
| LENZ volatility | |
|---|---|
| LENZ Average Weekly Movement | 9.7% |
| Pharmaceuticals Industry Average Movement | 8.6% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: LENZ non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 10% ) di LENZ è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2013 | 152 | Eef Schimmelpennink | www.lenz-tx.com |
LENZ Therapeutics, Inc. opera come azienda farmaceutica commerciale che si concentra sullo sviluppo e la commercializzazione di terapie per migliorare la vista negli Stati Uniti. I suoi prodotti candidati includono VIZZ e LNZ101 per il trattamento della presbiopia negli adulti. LENZ Therapeutics, Inc. era precedentemente nota come Presbyopia Therapies, Inc. e ha cambiato nome in LENZ Therapeutics, Inc. nel giugno 2021.
LENZ Therapeutics, Inc. Riepilogo dei fondamenti
| LENZ statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$142.18m |
| Utili (TTM) | -US$126.00m |
| Ricavi(TTM) | US$21.48m |
6.6x
Rapporto P/S-1.1x
Rapporto P/ELENZ è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| LENZ Conto economico (TTM) | |
|---|---|
| Ricavi | US$21.48m |
| Costo del fatturato | US$1.77m |
| Profitto lordo | US$19.70m |
| Altre spese | US$145.70m |
| Utili | -US$126.00m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -4.01 |
| Margine lordo | 91.74% |
| Margine di profitto netto | -586.74% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato LENZ nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/12 04:55 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
LENZ Therapeutics, Inc. è coperta da 10 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jason Matthew Gerberry | BofA Global Research |
| Yigal Nochomovitz | Citigroup Inc |
| Matthew Caufield | H.C. Wainwright & Co. |