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CRCRBU

Caribou Biosciences, Inc.

$CRBU·$191M·Biotechnology·Healthcare
$1.66-4.0%YTD+4.4%1Y-9.3%
Mentions · last 7 days
2026-07-09: 10 posts2026-07-10: 2 posts2026-07-11: 1 posts2026-07-12: 8 posts2026-07-13: 6 posts2026-07-14: 7 posts2026-07-15: 2 posts36+10%
Price updated 8h ago·X counts updated 1d ago
CRCRBU
$CRBUCaribou Biosciences, Inc.
$1.66-4.05%36 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CRBU, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Caribou Biosciences reported long-term vispa-cel data at EHA 2026 and is running a 250-patient CB-011 multiple myeloma trial.

Caribou Biosciences develops allogeneic CAR-T cell therapies for large B-cell lymphoma and multiple myeloma, $191M market cap and clinical-stage, with Q2 2026 earnings due 2026-08-11.

  • Q1 revenue was $2.4M (license-fee driven), up 1.9% year-over-year and down 39% sequentially — the revenue base is small and volatile.
  • Q1 EPS -$0.26 versus -$0.33 consensus (21% loss-narrowing beat) — fourth consecutive positive surprise (21%, 15%, 17%, 12.5%) reflecting disciplined burn.
  • Consensus models 2026 revenue $25.6M rising to $30.1M in 2027 and $35.1M in 2028, EPS losses -$1.19 to -$1.42 to -$1.77.
  • On June 11, Caribou released ANTLER Phase 1 data for vispa-cel (anti-CD19 allogeneic CAR-T) in 2L LBCL at EHA 2026 — real clinical reinforcement.
  • Also June 11, Caribou reported CB-011 dose-escalation durability data at EHA 2026 — the anti-BCMA CAR-T for multiple myeloma.
  • Community commentary highlights CB-011 CaMMouflage Phase 1 data plus a 250-patient randomized AID trial in progress in R/R multiple myeloma.
  • The stock is up 7% over twelve months and 9% year-to-date, at 16% of the 52-week range and 9% below the 50-day — compressed base.
  • Gross margin 94.2% (license-revenue), FCF yield -53% — heavy burn dictating runway.

The setup is a compressed allogeneic-CAR-T biotech with fresh EHA 2026 data — August 11 tests cash and clinical progression.

Agrees with X sentimentX posters are mixed: bulls highlight strong CB-011 CaMMouflage Phase 1 clinical data in relapsed/refractory multiple myeloma with the company running a 250-patient randomized AID trial, and Rachel Haurwitz speaking at BIO Convention about expanding CAR-T access. That aligns with the June 11 EHA 2026 CB-011 data and the ongoing pipeline advancement — the community frames it as data-driven with cash-runway skepticism.

What to watch: August 11 Q2 earnings — cash runway commentary at the current burn rate, CB-011 250-patient CaMMouflage Phase 1 enrollment and durability data updates, vispa-cel ANTLER Phase 1 progression, and any partnership or licensing signals. Competition versus Legend/JnJ's Carvykti and BMS/2seventy's Abecma is a separate qualitative signal.

On the calendar: 2026-08-11 Q2 2026 earnings; cash runway and CB-011 clinical progression drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment6 posts analyzed · as of 2026-06-22

Caribou Biosciences chatter is mixed: bulls highlight strong CB-011 CaMMouflage Phase 1 clinical data in relapsed/refractory multiple myeloma with the company running a 250-patient randomized AID trial, and Rachel Haurwitz speaking at BIO Convention about expanding CAR-T access. Counter-voices express concern about the stock dropping to $1.69 with the company needing financing to fund Phase 3. With a small sample and execution overhang, the directional read is balanced.

Read the AI verdict + X sentiment for $CRBU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops allogeneic off-the-shelf CAR-T cell therapies for cancer using CRISPR-edited donor cells.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $CRBU.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $CRBU

Partial — Develops allogeneic off-the-shelf CAR-T cell therapies for cancer using CRISPR-edited donor cells; this segment overlaps with the GLP-1 pipeline bifurcation and ADA oral formulation competition but is not the dominant revenue driver.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+44.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-100%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-11.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-53.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
17.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-100%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
94.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$-0.26$-0.33+21.2%
Q4 2025Mar 5, 2026$-0.28$-0.33+15.2%
Q3 2025Nov 12, 2025$-0.30$-0.36+16.7%
Q2 2025Aug 12, 2025$-0.35$-0.40+12.5%
Next earningsTue, Aug 11·consensus EPS $-0.33

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.4M+1.9%72.9%-1096%$-0.26$-27.1M
Q4 FY25$3.9M+89.7%100%-722%$-0.28$-20.6M
Q3 FY25$2.2M+8.6%100%-1338%$-0.30$-25.3M
Q2 FY25$2.7M-23.0%100%-1784%$-0.58$-28.7M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.6M$4.6M – $46.7M-$1.19-$1.47 – -$0.844
FY27$30.1M$18.8M – $57.2M-$1.42-$1.43 – -$1.413
FY28$35.1M$35.1M – $35.1M-$1.77-$2.22 – -$1.344
FY29$62.5M$38.9M – $118.6M-$2.40-$5.20 – -$1.223
FY30$170.4M$106.1M – $323.5M-$2.65-$5.74 – -$1.353

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.13%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-14.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellFeb 25Timothy P KellyCTO6.2K sh$12KSellFeb 24Barbara G McclungChief Legal Officer6.9K sh$14KSellFeb 24Tina M. AlbertsonChief Medical Officer1.1K sh$2KSellFeb 24Timothy P KellyCTO3.1K sh$6KSellFeb 24Khan Ruhi AhmadChief Business Officer6.9K sh$14K
+ 13 other (13 awards) in window

See when $CRBU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

Caribou Biosciences (CRBU) held its 2026 Annual Meeting on June 17, 2026 and filed an 8-K reporting routine director election and proposal vote results. No extraordinary business or governance changes were disclosed in the excerpt.

8-KPress release / Reg FDJun 118-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Caribou Biosciences disclosed clinical data updates via Reg FD (Item 7.01) on June 11, 2026. The company released ANTLER phase 1 data for vispa-cel (anti-CD19 allogeneic CAR-T) in relapsed/refractory B-cell non-Hodgkin lymphoma and longer follow-up data from the CaMMouflage phase 1 trial for CB-011 (anti-BCMA allogeneic CAR-T) in relapsed/refractory multiple myeloma. Both datasets were presented at oral sessions at the European Hematology Association 2026 Annual Meeting in Stockholm on June 12 and 14, 2026, respectively. These readouts are material for an early-stage allogeneic cell therapy platform company; positive data could support continued development and partnering discussions.

8-KPress release / Reg FDMar 318-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

CRBU filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-03-31. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 11 other (4 proxys · 2 earnings 8-Ks · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Are Medical Stocks Lagging Caribou Biosciences (CRBU) This Year?zacks.com·8d agoCaribou Biosciences to Participate in the H.C. Wainwright 4th Annual Cell Therapy Virtual Conferenceglobenewswire.com·18d agoCaribou Biosciences Reports Long-Term Vispa-cel Data in Second-line Large B Cell Lymphoma at EHA 2026globenewswire.com·36d agoCaribou Biosciences Reports Dose Escalation Durability Data for CB-011 at the 2026 European Hematology Association (EHA) Annual Meetingglobenewswire.com·36d agoCaribou Biosciences Reports Dose Escalation Durability Data for CB-011 at the 2026 European Hematology Association (EHA) Annual Meetingglobenewswire.com·36d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

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Voices on X · last 7 days

No standout posts about $CRBU on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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