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STSTLN

Starling Oncology, Inc.

$STLN·$666M·Medical - Care Facilities·Healthcare
$6.64-0.3%1Y+14.5%
Price updated 11h ago·X counts updated 1d ago
STSTLN
$STLNStarling Oncology, Inc.
$6.64-0.30%19 posts
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $STLN 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.

19X posts · last 7 days
Sep 11Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-17

STLN chatter is bullish - STLN recently rebranded from TOI, and the legacy PE sponsor M33 is described as having sold the last of their shares AND warrants (framed as a big overhang relief). Bulls note 2027E street estimates are progressing higher while STLN still trades well below 1.0x sales. STLN appears on multiple option-flow scans - increasing implied volatility (with BWIN, ABEO, DEI), unusual option volume (REAL, EWC, DOCS), and unusual call volume (REAL, DOCS, HTZ, DBX, MPLX, SWK).

Read what X is saying about $STLN

  • 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 $STLN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-28

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

Starling Oncology (rebranded TOI) just launched Starling Nexus platform — M33 PE overhang cleared as the value-based oncology franchise up 15% over 12 months.

Starling Oncology (formerly The Oncology Institute) is a value-based community-oncology franchise (clinical trials, transfusions, integrated platform serving patients/providers/health plans) — a business through a name change and fresh product launch with the legacy PE sponsor now fully out. The stock is up 15% over 12 months.

  • Q2 delivered a mixed print: revenue $161M topping estimate, EPS -$0.08 missed by 25% — legitimate revenue growth but continued cash burn as the platform scales.
  • The July 28 rebrand to Starling Oncology plus the Aug 17 Starling Nexus platform launch is the specific product-and-identity reset — real strategic pivot as the company positions itself for a next-phase growth story.
  • The Aug 20 material definitive agreement (subsidiary loan/credit facility) plus the Sept 2 director resignation (Brad Hively, Vice Chairman) adds governance noise — the departure per the filing is not disagreement-related.

Next earnings is the confirmation — a beat plus firm Starling Nexus attribution and 2027 guidance restarts the story; another quarter of revenue-plus-loss and the tape stays coiled near mid-range.

Agrees with X sentimentX bulls correctly frame the TOI-to-STLN rebrand, M33 PE sponsor selling last shares AND warrants (big overhang relief), 2027E estimates progressing higher, and the sub-1.0x sales valuation — every claim aligns with the fundamentals and the post-rebrand positioning. Clean agreement on the turnaround-coiling framing.

What to watch: Next earnings — a beat plus firm Starling Nexus attribution and 2027 guidance restarts the story; another quarter of revenue-plus-loss and the tape stays coiled near mid-range.

On the calendar: TBD — next quarterly earnings

toi rebrand stlnstarling nexus launchm33 pe overhang cleared

Read the AI verdict on $STLN

  • 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.

Value-based community oncology provider delivering evidence-based cancer treatment and clinical trials to outpatient patients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Care Facilities sits in its cycle right now — and what that implies for $STLN.

Medical - Care Facilities · Healthcare

Hospital system revenue recovery continues as elective procedure volumes normalize and commercial insurance mix improves; Medicaid rate cuts from state budget pressures and CMS site-neutral payment proposals are the margin headwinds. AI revenue cycle automation is reducing denials and accelerating reimbursement timelines, improving cash conversion for systems that adopt it.

What this means for $STLN

Neutral — Value-based community oncology provider delivering evidence-based cancer treatment and clinical trials to outpatient patients.

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+15.9%YTD
+13.3%1Y

Fundamentals & catalyst

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

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.08$-0.06-25.0%
Q1 2026May 7, 2026$-0.02$-0.09+77.1%
Q2 2025Aug 13, 2025$-0.15$-0.12-25.0%
Q1 2025May 14, 2025$-0.21——

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$665.0M$658.0M – $672.6M-$0.16-$0.16 – -$0.162
FY27$884.0M$874.6M – $894.1M-$0.03-$0.03 – -$0.022
FY28$1.1B$1.1B – $1.2B$0.09$0.09 – $0.091

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.—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.+10.1%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 86.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β0.445-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

SellAug 21Brad HivelyDirector298.9K sh$1.9MBuyAug 14Jorey Chernett10% owner12.0K sh$78KSellAug 13Jorey Chernett10% owner100 sh$900

See when $STLN 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-KOfficer or director changeSep 28-K — Item 5.02: Officer or director change
AI summary

Starling Oncology director Brad Hively notified the company he will not stand for re-election to the Board of Directors at the 2027 annual meeting of shareholders. Hively also immediately resigned from his role as Vice Chairman of the Board. The filing states the departure is not related to any disagreement with the company's management or operations.

8-KMaterial agreementAug 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Starling Oncology (STLN), through its wholly-owned subsidiary Starling Oncology Management LLC, entered into a material definitive agreement on August 20, 2026 (specific terms cut off in the excerpt). Items 1.01 (material agreement) and 2.03 (creation of financial obligation) were both triggered. Limited narrative content is visible in the excerpt. The filing implies a new financing or credit arrangement for this oncology company; the financial obligation item suggests a loan, note, or lease was created.

8-KCharter amendmentAug 38-K — Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
AI summary

The Oncology Institute officially changed its corporate name to Starling Oncology, Inc. via a Certificate of Amendment filed with the Delaware Secretary of State on July 28, 2026, effective immediately. The filing also triggered Item 7.01, and the ticker STLN reflects this rebranding of the oncology company.

8-KMaterial agreementJul 78-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

The Oncology Institute (now Starling Oncology, STLN) entered into a $75 million Credit Agreement (Term Loan) on July 1, 2026 with OrbiMed Opportunities (CA) V LLC as initial lender and administrative agent, drawn in full at closing. Items 2.03 and 3.02 indicate new financial obligation and share issuance. This provides $75M to fund the oncology company's operations.

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

The Oncology Institute (STLN, now Starling Oncology) held its 2026 Annual Meeting on June 17, 2026, with 75,242,437 shares voted on four proposals described in the proxy statement filed April 30, 2026. Specific vote tallies for director elections and other proposals are in the filing.

8-KMaterial eventMay 228-K — Item 1.05
SC 13D/AActivist amendmentMay 15SC 13D/A
+ 7 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 ARS) in window

Recent news

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

Starling Oncology to Participate in Wells Fargo Healthcare Conferenceglobenewswire.com·36d agoStarling Oncology Launches Starling Nexus™, a Technology Platform Built to Optimize Oncology Provider Engagement and Accelerate High-Quality Care at Scaleglobenewswire.com·43d agoStarling Oncology, Inc. (STLN) Q2 2026 Earnings Call Transcriptseekingalpha.com·53d agoThe Oncology Institute, Inc. (STLN) Reports Q2 Loss, Tops Revenue Estimateszacks.com·54d agoStarling Oncology Reports Second Quarter 2026 Financial Results and Updates Full-Year 2026 Guidanceglobenewswire.com·54d 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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