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HUHUMA

Humacyte, Inc.

$HUMA·$68M·Biotechnology·Healthcare
$0.42-3.6%YTD-63.4%1Y-75.2%
Price updated 1h ago·X counts updated 5d ago
HUHUMA
$HUMAHumacyte, Inc.
$0.42-3.57%206 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HUMA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

206X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HUMA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-10-02

The Huma Finance crowd is bullish on a payment-narrative pump — $HUMA broke through the point of control and the accumulation zone, hitting three published TPs so far (+32.6% from the levels listed) with the fourth at $0.03283 still in play. The thread frames it as "the real upward move starts now," and holders quote the rally as reaching ~50% profit. No bearish voice in the sample.

Read what X is saying about $HUMA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HUMA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Humacyte is at $0.50 and the X thread is about a crypto token with the same ticker — the biotech itself is in distress.

Humacyte develops acellular vascular constructs — bioengineered blood-vessel replacements for trauma and vascular surgery. The commercial launch has been slow, the P&L is deep in losses, and the stock has slid to penny-stock territory.

  • The business is barely generating revenue: Q1 revenue -4.3% YoY against an operating margin of -5,845% — the P&L is dominated by R&D and manufacturing costs with minimal top line.
  • 52-week range position is 0.3% at $0.50 — this is penny-stock territory where going-concern language and reverse-split risk dominate the conversation.
  • At 112x sales the valuation looks absurd, but on a tiny revenue base this is really pipeline-NPV math — the question is whether cash runway lasts long enough to see commercial scale.

Nov 11 Q3 is the gate — any evidence that the vascular-construct commercial ramp is accelerating plus a clear cash runway extends the stock off the floor. Another soft quarter plus a dilutive raise and this stays pinned at pennies.

What to watch: Nov 11 Q3 — vascular-construct commercial revenue, cash runway, going-concern language, and any dilutive raise. A delisting notice is the hard invalidator.

On the calendar: 2026-11-11 — Q3 earnings

cashtag collision

Read the AI verdict on $HUMA

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Clinical-stage biotech developing off-the-shelf bioengineered human vascular tissue for surgery and wound repair.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $HUMA

Neutral — Clinical-stage biotech developing off-the-shelf bioengineered human vascular tissue for surgery and wound repair.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+35.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.7How 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
-118%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
-56.5%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
-45.1%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
112.5Same 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
-27.8%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
-7.5%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
5.7Total 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
Q2 2026Aug 12, 2026$-0.16$-0.11-41.0%
Q1 2026May 13, 2026$-0.09$-0.10+10.0%
Q4 2025Mar 27, 2026$-0.13$-0.130.0%
Q3 2025Nov 12, 2025$-0.14$-0.17+17.6%
Next earningsWed, Nov 11·consensus EPS $-0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$495K-4.3%-312%-5845%$-0.09$-25.3M
Q4 FY25$467K-93.5%-2228%-6603%$-0.15$-26.2M
Q3 FY25$753K—-182%-3239%$-0.11$-24.0M
Q2 FY25$301K—-589%-9876%$-0.24$-27.0M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.5M$2.5M – $4.5M-$0.41-$0.48 – -$0.384
FY27$21.7M$14.7M – $28.7M-$0.28-$0.33 – -$0.244
FY28$111.9M$47.9M – $173.8M-$0.13-$0.43 – $0.294
FY29$219.1M$108.2M – $351.3M$0.05$0.02 – $0.092
FY30$325.8M$161.0M – $522.5M$0.21$0.07 – $0.372

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.4.3×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.7%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.-23.5%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.-47.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 250.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.445-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

BuySep 14Jones Keith AnthonyDirector10.0K sh$6KBuyAug 20Jones Keith AnthonyDirector10.0K sh$7KBuyAug 17Jones Keith AnthonyDirector30.0K sh$18KBuyMay 19Kathleen SebeliusDirector56.8K sh$50KBuyMay 18Michael T. ConstantinoDirector11.0K sh$10KSellMay 18Shamik J ParikhChief Medical Officer45.9K sh$41KSellMay 18Dale A. SanderCFO45.9K sh$41K
+ 13 other (13 awards) in window

See when $HUMA 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

3New insider — initial holdingsSep 283
AI summary

Paul Brian Kuznik filed a initial Form 3 beneficial ownership statement for Humacyte, Inc. (HUMA) on 2026-09-28, reporting their status as a director. This is an administrative Section 16 disclosure required when a new insider (director, officer, or 10% holder) first reports their holdings; it signals a change in the company's executive or governance structure rather than a market transaction.

3New insider — initial holdingsSep 283
AI summary

D SCOTT COWARD filed a initial Form 3 beneficial ownership statement for Humacyte, Inc. (HUMA) on 2026-09-28, reporting their status as a director. This is an administrative Section 16 disclosure required when a new insider (director, officer, or 10% holder) first reports their holdings; it signals a change in the company's executive or governance structure rather than a market transaction.

8-KOfficer or director changeSep 288-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Humacyte, Inc. (HUMA) filed an 8-K on 2026-09-28 disclosing a director or executive officer departure, appointment, or compensation change (Item 5.02). No narrative detail was available in the excerpt; this is typically an administrative personnel or governance disclosure with limited market impact unless it involves a key C-suite role.

SC 13D/AActivist amendmentAug 18SC 13D/A
AI summary

Fresenius Medical Care Holdings filed an amended Schedule 13D (Amendment No. 11) reporting its beneficial ownership stake in Humacyte (HUMA). The filing reports 13,603,235 shares subject to shared voting and dispositive power. The triggering event occurred on August 14, 2026. Fresenius is a major dialysis and healthcare services company disclosing its continued stake in the biotech.

8-KListing / delisting noticeJul 318-K — Item 3.01: Listing / delisting notice
AI summary

HUMA (HUMA) filed an 8-K on 2026-07-31 covering items 3.01. (the “Company”) received a letter from the staff (the “Staff”) of The Nasdaq Stock Market LLC (“Nasdaq”) providing notification that, for the 30 consecutive business days ended July 30, 2026, the bid price for the Company’s common stock, par value $0.0001 per share (the “Common Stock”), had closed below the minimum $1.00 per share requirement for c Materiality depends on the specific disclosed events.

SC 13D/AActivist amendmentJul 13SC 13D/A
AI summary

Humacyte (HUMA) — SC 13D/A (Amendment 10) by Fresenius Medical Care Holdings reporting 18,312,735 shares in Humacyte. Fresenius reports zero sole voting power, indicating a purely passive holding with no current intent to control or influence Humacyte. Informational — large passive holder update; no control transaction indicated.

SC 13D/AActivist amendmentJun 15SC 13D/A
AI summary

A significant holder filed an amended Schedule 13D on Humacyte, Inc. (HUMA) on June 15, 2026. Body unavailable — excerpt contains only the SEC cover-page header without filer name, updated stake, or amended intent.

8-KMaterial agreementJun 118-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Humacyte, Inc. entered into an underwriting agreement on June 10, 2026, with Barclays, BTIG, and Titan Partners for an underwritten public offering of 47,619,048 shares of common stock at $1.05 per share ($50.0M gross). Net proceeds after $3.0M underwriting discount were approximately $47.0M before expenses; the underwriters received a 30-day option to purchase up to an additional 7,142,857 shares. Delivery was expected on or about June 12, 2026. This is a highly dilutive offering for a small-cap clinical-stage biotech (shares priced near 52-week lows), raising capital to fund continued vascular implant product commercialization.

+ 16 other (3 8-Ks · 2 10-Qs · 2 13Gs · 2 424B5s) in window

Recent news

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

Humacyte Provides Commercial Update and Highlights Rapid Acceleration of Symvess Adoption by Hospitalsglobenewswire.com·2d agoHumacyte, Inc. (HUMA) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·3d agoHumacyte, Inc. (HUMA) Stock Slides as Market Rises: Facts to Know Before You Tradezacks.com·10d agoHumacyte, Inc. (HUMA) Stock Drops Despite Market Gains: Important Facts to Notezacks.com·15d agoHumacyte Expands Board Expertise with Appointment of Scott Coward and Paul Kuznikglobenewswire.com·19d ago

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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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