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HUHUMA

Humacyte, Inc.

$HUMA·$117M·Biotechnology·Healthcare
$0.69-0.4%YTD-29.2%1Y-72.0%
Mentions · last 7 days
2026-07-04: 16 posts2026-07-05: 22 posts2026-07-06: 24 posts2026-07-07: 67 posts2026-07-08: 51 posts2026-07-09: 34 posts2026-07-10: 17 posts234
Price updated 6h ago·X counts updated 3d ago
HUHUMA
$HUMAHumacyte, Inc.
$0.69-0.36%234 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HUMA, 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.

Broken storyStalledAI verdict · as of 2026-07-12

The move has stalled — likely just drifts unless something new shows up.

Humacyte is a micro-cap medical-device biotech down 72% in a year — Saudi partnership window closed with no announcement.

Humacyte develops engineered blood vessels — bioengineered acellular tissue replacements for vascular reconstruction and dialysis access. The stock is down 72% over the past year on repeated commercialization delays and unclear revenue path.

  • Revenue is essentially zero and shrinking: $495K last quarter fell 4% YoY, and consensus expects revenue to walk from $6M this year to $119M by FY28 — the entire investment thesis rests on FY28 revenue actually materializing.
  • The margin picture is worse than the revenue picture: negative gross margin, a -117% return on capital, and multi-year losses reflect a business that has to solve commercialization at scale before profitability comes into view.
  • The regulatory-and-partnership signals are mixed: HC Wainwright raised the price target to $4 and management plans a Marketing Authorization Application filing in Israel for Acellular Tissue engineered vessels — real but small operational moves.
  • The Saudi exclusivity window closed without an announced agreement: the failure to convert a formal Saudi partnership is a real negative signal — it means the anticipated commercial-launch capital flow has to come from somewhere else.
  • The X chatter on the HUMA cashtag is partially about the Huma Finance crypto token — unrelated to the equity and adds noise to the sample.

The August 10 Q2 earnings print is really a runway-and-commercial-progress update — a positive Israel MAA-timeline confirmation plus any new-partnership announcement stabilizes the tape. Continued zero commercial revenue traction, a fresh dilutive capital raise, or another partnership window closing without an agreement extends the drift lower. This is a broken-story that requires a genuine commercial-inflection event to reverse.

Agrees with X sentimentX is mixed and correctly calibrated — bulls on the HC Wainwright $4 target and Israeli MAA filing, bears on the Saudi exclusivity window closing without agreement. Both readings honestly reflect the mechanics: pre-commercial biotech with a partnership shortfall. The Huma Finance crypto content in the sample is unrelated noise.

What to watch: August 10 Q2 earnings — a positive Israel MAA-timeline confirmation plus any new-partnership announcement stabilizes the tape. Continued zero commercial revenue traction, a fresh dilutive capital raise, or another partnership window closing without agreement extends the drift lower.

On the calendar: 2026-08-10 — Q2 earnings

earnings soonbroken storypartnership shortfallmicrocapdivergent sentiment

X sentiment

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

Bullish sentiment⚠15 posts analyzed · as of 2026-07-13 · top-engagement diverged

Posts split between Huma Finance's crypto token and Humacyte's bioengineered tissue business. Crypto-side traders share momentum long setups with entries around $0.023-$0.026 targeting multiple take-profits, while Humacyte commentary highlights plans to file MAA with the Israel Ministry of Health for Acellular Tissue-engineered products, though some frustration with communications on Saudi negotiations lingers.

Read the AI verdict + X sentiment for $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)
  • 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.

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 — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $HUMA

Neutral — Clinical-stage biotech developing off-the-shelf bioengineered human vascular tissue for surgery and wound repair; this business's revenue is largely decoupled from the GLP-1 pipeline bifurcation and ADA oral formulation competition.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+43.7%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
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%
Q2 2025Aug 11, 2025$-0.24$-0.15-60.0%
Next earningsMon, Aug 10·consensus EPS $-0.10

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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.4M$6.1M – $6.6M-$0.34-$0.37 – -$0.324
FY27$26.3M$16.9M – $35.7M-$0.25-$0.27 – -$0.234
FY28$119.3M$116.1M – $122.5M-$0.03-$0.14 – $0.115
FY29$231.9M$140.1M – $358.0M$0.10$0.05 – $0.162
FY30$342.6M$206.9M – $528.9M$0.30$0.15 – $0.512

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.0.9×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.6%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.-29.2%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.-38.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 138.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today9.4% 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.β2.525-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

BuyMay 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
+ 11 other (11 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

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.

424B5Prospectus supplement (offering)Jun 11424B5
AI summary

Humacyte, Inc. filed the 424B5 prospectus supplement on June 10, 2026, for its underwritten public offering of 47,619,048 shares at $1.05 per share (total $50,000,000 gross; net ~$47,000,000 after underwriting discounts). An overallotment option covers up to 7,142,857 additional shares. The prior-day closing price was $1.39, meaning the offering was priced at a ~24% discount to the last reported sale price. Proceeds will fund operating expenses and working capital. The offering is materially dilutive at current share price levels, signaling the company needs external capital to sustain operations.

424B5Prospectus supplement (offering)Jun 10424B5
AI summary

Humacyte, Inc. filed a preliminary prospectus supplement (424B5) to offer shares of common stock under its existing shelf (Reg. No. 333-290231), with share count, price, and total proceeds left blank pending final pricing. The stock was priced at $1.39 as of June 9, 2026; joint book-runners are Barclays, BTIG, and Titan Partners. As a smaller reporting company with disclosed going-concern language in its base prospectus, this is a dilutive equity offering whose full size is not yet set.

8-KCharter amendmentJun 98-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Humacyte, Inc. held its 2026 Annual Meeting on June 9, 2026, with 222,019,108 shares outstanding as of the April 23 record date. Stockholders approved an amendment to the Certificate of Incorporation increasing authorized common stock from 350,000,000 to 550,000,000 shares (a 200 million share increase), effective June 9, 2026 upon Delaware filing. Additional proposals were voted on but vote results are truncated in the excerpt. The authorized share increase is potentially dilutive and provides substantial new headroom for future equity raises or compensation programs.

8-KListing / delisting noticeMay 88-K — Item 3.01: Listing / delisting notice
AI summary

Humacyte (HUMA) received a Nasdaq Staff Deficiency Letter notifying the company that its Class A common stock had traded below $1.00 per share for 30 consecutive business days ending May 1, 2026, triggering Nasdaq Listing Rule 5550(a)(2). The company has 180 calendar days to regain compliance by maintaining a closing bid price of at least $1.00 for 10 consecutive business days. Failure to regain compliance could result in delisting proceedings.

SC 13D/AActivist amendmentApr 27SC 13D/A
AI summary

Fresenius Medical Care AG & Co. KGaA (Germany) filed an amended Schedule 13D/A reporting an 8.4% beneficial ownership stake in Humacyte (HUMA), representing 18,312,735 shares held with shared voting and dispositive power. Fresenius is Humacyte's commercial distribution partner for its acellular tissue-engineered vessel products in markets outside the United States, and its ownership stake reflects that strategic relationship.

8-KMaterial agreementApr 248-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Humacyte (HUMA) entered into the Third Amendment to its Distribution Agreement with Fresenius Medical Care on April 21, 2026, covering distribution of Humacyte's 6mm acellular tissue-engineered vessel (ATEV) for vascular access indications outside the United States. The amendment updates the terms of the existing commercial partnership. A press release was also filed under Regulation FD (Item 7.01) announcing the amendment.

+ 11 other (2 routine 8-Ks · 2 8-Ks · 1 13G · 1 S-8) in window

Recent news

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

Humacyte, Inc. (HUMA) Stock Sinks As Market Gains: Here's Whyzacks.com·13d agoHere's Why Humacyte, Inc. (HUMA) Fell More Than Broader Marketzacks.com·18d agoBrokers Suggest Investing in Humacyte, Inc. (HUMA): Read This Before Placing a Betzacks.com·25d agoHumacyte, Inc. (HUMA) Dips More Than Broader Market: What You Should Knowzacks.com·27d agoHumacyte, Inc. (HUMA) Discusses V012 Study Top-Line Results for Engineered Vessel in Dialysis Access Transcriptseekingalpha.com·28d ago

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Voices on X · top 12 · last 7 days

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