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Sutro Biopharma, Inc. Stock Price

NasdaqGM:STRO Community·US$505.7m Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 11 Fair Values set on narratives written by author

STRO Share Price Performance

US$33.35
26.21 (367.15%)
US$48.31
Fair Value
US$33.35
26.21 (367.15%)
31.0% undervalued intrinsic discount
US$48.31
Fair Value
Price US$33.35
AnalystConsensusTarget US$48.31
AnalystHighTarget US$61.00

STRO Community Narratives

·
Fair Value US$48.31 31.0% undervalued intrinsic discount

ADC Pipeline Focus Will Advance Preclinical Drug Development

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·
Fair Value US$61 45.3% undervalued intrinsic discount

Cell-Free Platform Will Unlock Broad Personalized Oncology Opportunities

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US$48.31
31.0% undervalued intrinsic discount
Profit Margin
18.98%
Future PE
291.31x
Price in 2029
US$58.52

Trending Discussion

Updated Narratives

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STRO: Index Additions And ADC Pipeline Progress Will Drive Future Upside

Fair Value: US$61 45.3% undervalued intrinsic discount
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STRO: ADC Pipeline And Equity Raise Will Drive Future Upside Potential

Fair Value: US$48.31 31.0% undervalued intrinsic discount
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Snowflake Analysis

Moderate risk with mediocre balance sheet.

5 Risks
0 Rewards

Sutro Biopharma, Inc. Key Details

US$99.6m

Revenue

US$164.9m

Cost of Revenue

-US$65.3m

Gross Profit

US$88.3m

Other Expenses

-US$153.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-9.27
-65.58%
-154.21%
0%
View Full Analysis

About STRO

Founded
2003
Employees
133
CEO
Jane Chung
WebsiteView website
www.sutrobio.com

Sutro Biopharma, Inc. operates as an oncology company. The company develops site-specific and novel-format antibody drug conjugates (ADCs) that enables its proprietary integrated cell-free protein synthesis platform, XpressCF; and site-specific conjugation platform, XpressCF+. Its lead product candidate includes STRO-004, a tissue factor (TF) targeting ADC for the treatment of TF-expressing solid tumors, including non-small cell lung cancer, head and neck squamous cell carcinoma, cervical cancer, colorectal cancer, pancreatic ductal adenocarcinoma, endometrial cancer, and bladder cancer. The company also develops VAX-24 and Vax-31 pneumococcal conjugate vaccine candidates that is in Phase II/III clinical trials for the treatment of invasive pneumococcal disease in adults and adults and infants; and STRO-003, an ADC directed against an anti-receptor tyrosine kinase-like orphan receptor 1 (ROR1) for the treatment of solid tumors, such as triple negative breast cancer, non-small cell lung cancer, and ovarian cancer, as well as hematological cancers. Sutro Biopharma, Inc. has collaboration and license agreements with Vaxcyte to discover and develop vaccine candidates for the treatment or prophylaxis of infectious diseases; Tasly Biopharmaceuticals Co., Ltd. to develop and commercialize STRO-002 in Greater China; Ipsen to develop and commercialize STRO-003, an ADC targeting ROR1; and Astellas Pharma Inc. to develop immunostimulatory ADC. The company was formerly known as Fundamental Applied Biology, Inc. Sutro Biopharma, Inc. was incorporated in 2003 and is headquartered in South San Francisco, California.

Recent STRO News & Updates

Narrative Update Jun 29

STRO: Index Additions And ADC Pipeline Progress Will Drive Future Upside

Analysts have raised their fair value estimate for Sutro Biopharma from $51.00 to $61.00, citing updated assumptions around discount rates, revenue trends, profit margins, and future P/E levels as key drivers of the new price target. What’s in the News for Sutro Biopharma Sutro Biopharma was added to the Russell 2000 Index, increasing its visibility among small cap-focused index investors.
Narrative Update Jun 15

STRO: ADC Pipeline And Equity Raise Will Drive Future Upside Potential

Analysts have slightly increased their price target on Sutro Biopharma to $48.31 from $48.17, citing refreshed assumptions around discount rates, revenue trajectory, margins, and a lower projected future P/E multiple. What's in the News Sutro Biopharma shared preclinical data at the American Association for Cancer Research Annual Meeting 2026 covering six presentations, including one oral session and five posters, focused on its next generation antibody drug conjugate pipeline.
Narrative Update Jun 01

STRO: ADC Pipeline Progress Will Drive Future Upside Potential

Analysts have raised their price target on Sutro Biopharma from about $32 to roughly $48, citing updated assumptions that include a slightly higher discount rate, a steeper projected revenue decline, a stronger profit margin profile, and a higher implied future P/E multiple. What's in the News Sutro Biopharma reported preclinical data for STRO-004, a tissue factor targeted ADC, showing robust antitumor activity and disease control across multiple TF expressing solid tumor patient derived xenograft models at a single 5 mg/kg dose, with a highest non severely toxic dose of 50 mg/kg and a pharmacokinetic profile that is expected to support higher drug exposure (Key Developments).

Recent updates

No updates