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STSTLN

Starling Oncology, Inc.

$STLN·$641M·Medical - Care Facilities·Healthcare
$6.32+2.0%1Y+9.0%
Mentions · last 7 days
2026-08-05: 1 posts2026-08-06: 11 posts2026-08-07: 89 posts2026-08-08: 3 posts2026-08-09: 9 posts2026-08-10: 8 posts2026-08-11: 7 posts128+6%
Price updated 6h ago·X counts updated 1d ago
STSTLN
$STLNStarling Oncology, Inc.
$6.32+2.02%128 posts+6%
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 $STLN, 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.

Comeback attemptAcceleratingAI verdict · as of 2026-08-11

The move is getting stronger, with heavier trading behind it.

Starling Oncology (Stellanate) delivered a blowout Q2 with 32%+ pre-market pop — capitated revenue doubling toward $300M.

Starling Oncology (formerly branded Stellanate per crowd chatter) is a specialty oncology-services company operating on a capitated revenue model. The Q2 print was the make-or-break event and delivered a real breakout.

Where it stands:

  • Q2 was a blowout: shares up 32%+ pre-market, capitated revenue doubling toward $300M, positive free cash flow and adjusted EBITDA, plus a debt refinancing and rebrand.
  • Fundamentals data is thin in the bundle (all PE/PS/GM/OpM fields None) — this is a recently-listed or repositioned company where the operating story is just being disclosed.
  • Q2 EPS of -$0.08 vs -$0.06 estimate (-25% miss) — the small miss is not the story; the operational transformation is.
  • Analysts note the market still doesn't understand the business model — this is a positive signal in that it suggests the reset value could be higher than current pricing.
  • Position data is thin (52w-pos None) — reflects the recent listing status.
  • Insider tape shows no open-market transactions — no directional signal.
  • Beta of 0 (not calculated) — reflects insufficient trading history for a meaningful beta calculation.

Accelerating is the correct read on the pre-market pop and operational transformation. What sustains the leg: Q3 print with continued capitated revenue growth and specific customer commentary. What breaks it: a Q3 miss or a debt-refinancing complication.

Agrees with X sentimentThe X take on the blowout Q2 with 32%+ pre-market pop, capitated revenue doubling toward $300M, positive FCF and adjusted EBITDA, debt refinancing and rebrand is well-sourced. The 'market still doesn't understand the business model' framing captures the setup accurately.

What to watch: First full quarterly filing (10-Q) establishing the revenue/margin base. Also watch for any 8-K on the debt refinancing details and rebrand strategy.

X sentiment

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

Bullish sentiment15 posts analyzed · as of 2026-08-12

Enthusiasm is intense around Stellanova (formerly The Oncology Institute) after a blowout Q2 report drove the stock up 32% premarket, with a well-known small-cap analyst calling for mid-teens over the next 6-12 months. Contributors praise management's turnaround from distressed equity to a positive-EBITDA growth story and note the multiple is still deeply discounted to peers. A lone thoughtful bear flags medical-loss-ratio scaling risk on the new capitated lives.

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

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

No material change from last week — hospital systems continue to rely on travel nursing and locum physician staffing to fill permanent workforce gaps that training pipelines cannot replenish at..

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+17.6%YTD
+32.0%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——

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.—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.—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 today3.1% 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.β0.005-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.

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-KCharter amendmentAug 38-K — Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
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
8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
8-KMaterial eventMay 228-K — Item 1.05
SC 13D/AActivist amendmentMay 15SC 13D/A
3New insider — initial holdingsMar 203
3New insider — initial holdingsMar 163
8-KPress release / Reg FDMar 138-K — Item 7.01: Press release / Reg FD
+ 11 other (3 earnings 8-Ks · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

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

Starling Oncology, Inc. (STLN) Q2 2026 Earnings Call Transcriptseekingalpha.com·6d agoThe Oncology Institute, Inc. (STLN) Reports Q2 Loss, Tops Revenue Estimateszacks.com·6d 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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