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STSTRO

Sutro Biopharma, Inc.

$STRO·$288M·Biotechnology·Healthcare
$23.73-8.7%YTD+106.3%1Y+213.5%
Mentions · last 7 days
2026-07-09: 2 posts2026-07-10: 2 posts2026-07-11: 1 posts2026-07-12: 2 posts2026-07-13: 2 posts2026-07-14: 0 posts2026-07-15: 0 posts9-31%
Price updated 14h ago·X counts updated 2d ago
STSTRO
$STROSutro Biopharma, Inc.
$23.73-8.73%9 posts-31%
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 $STRO, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

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

Antibody-drug-conjugate platform biotech up 247% over twelve months on next-generation single- and dual-payload ADC data.

Sutro Biopharma is a clinical-stage biotech using its XpressCF cell-free protein synthesis platform to build next-generation antibody-drug conjugates (ADCs) — the category is one of the hottest in oncology, and the AACR 2026 preclinical package repositioned Sutro as a differentiated single- and dual-payload ADC engine.

  • Shares are up 247% over twelve months and 126% year-to-date, sitting in the middle of the 52-week range and 31% above the 200-day — the run has consolidated rather than continued vertically.
  • Consensus models $44.6M of calendar-26 revenue at a negative $8.53 EPS across seven analysts, then $34.4M and negative $7.39 in 2027 — collaboration revenue decays while pipeline advances, standard early-clinical-biotech shape.
  • The last EPS print landed at negative $2.94 versus negative $2.32 estimate — a 27% miss on higher spend, followed by the mid-April AACR preclinical presentation that repositioned the story.
  • Float is a thin 6.83M shares and 30-day volume is running at 112% of average — one of the few names in this pack where volume is above rather than below its recent base.

The 6 August Q2 print will refresh cash runway against the accelerated spend cadence; the setup is a name where the story has moved from single-payload to platform-wide dual-payload ADC — the binary from here is Phase 1 clinical read-through and any strategic-partnership announcement.

What to watch: The 6 August Q2 print — cash runway against elevated R&D spend, Phase 1 clinical-programme updates, and any dual-payload ADC platform partnership announcement. Watch also for follow-on offerings given the thin float and elevated volume base.

On the calendar: Q2 earnings 6 August 2026

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What it does

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

Develops antibody-drug conjugates using cell-free protein synthesis platform targeting oncology and inflammatory diseases.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $STRO

Direct beneficiary — Develops antibody-drug conjugates using cell-free protein synthesis platform targeting oncology and inflammatory diseases; core operations sit in the path of the GLP-1 pipeline bifurcation and ADA oral formulation competition.

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
-0.0How 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
-64.3%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
-116%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
-60.3%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
2.5Same 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
193%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
98.7%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
-0.2Total 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 14, 2026$-2.94$-2.32-26.7%
Q4 2025Mar 23, 2026$-5.29$-8.16+35.2%
Q3 2025Nov 6, 2025$-6.70$-4.20-59.5%
Q2 2025Aug 7, 2025$-0.14$-0.39+64.1%
Next earningsThu, Aug 6·consensus EPS $-2.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$14.5M-16.5%91.2%-204%$-294.17$-42.3M
Q4 FY25$11.6M-21.4%100%-289%$-5.45$-26.6M
Q3 FY25$9.7M+13.8%100%-500%$-6.70$-38.4M
Q2 FY25$63.7M+148.0%100%-5.2%$-1.40$-44.8M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$44.6M$27.2M – $66.1M-$8.53-$9.65 – -$6.929
FY27$34.4M$1.9M – $62.6M-$7.39-$10.52 – -$4.809
FY28$42.3M$14.4M – $67.9M-$7.24-$10.02 – -$4.089
FY29$41.7M$14.2M – $67.0M-$6.66-$11.93 – -$0.954
FY30$69.0M$23.5M – $111.0M-$6.07-$10.87 – -$0.874

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.45%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.-23.0%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.+19.3%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

No open-market buys or sells in the last 180 days.

+ 29 other (12 awards · 9 exempts · 8 inkinds) in window

See when $STRO 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
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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 88-K — Item 5.07: Shareholder vote
AI summary

Sutro Biopharma, Inc. held its 2026 Annual Meeting on June 5, 2026. Shareholders elected three Class II directors (Jane Chung, Connie Matsui, James Panek) to three-year terms expiring in 2029 — all passed, with Chung receiving the strongest support (~11.4M votes for). Ernst & Young LLP was ratified as independent auditor for fiscal year 2026 with near-unanimous approval (13.9M for, 501 against). The advisory say-on-pay vote also passed (~11.3M for vs. 22K against). This is routine annual governance with no contested matters or adverse outcomes.

S-3Shelf registrationMar 23S-3
AI summary

STRO filed a S-3 shelf registration statement dated 2026-03-23. The shelf provides capacity to issue equity or debt as market conditions allow. No immediate capital raise is triggered; watch for prospectus supplements disclosing actual transactions.

8-KAgreement terminatedMar 238-K — Item 1.02: Agreement terminated · Item 2.02: Earnings release
AI summary

STRO reported period ending 2026-03-23 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KMaterial agreementFeb 108-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
424B5Prospectus supplement (offering)Feb 10424B5
+ 20 other (10 13Gs · 2 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

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

Sutro Biopharma Reports First Quarter 2026 Financial Results and Business Highlightsglobenewswire.com·64d agoHere Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok, Palantir Technologies, Wingstop, and More247wallst.com·78d agoSutro Biopharma Presents Promising Preclinical Data Across its Pipeline of Next-Generation Single and Dual-Payload ADC Programs at AACR 2026globenewswire.com·89d agoSutro Biopharma (NASDAQ:STRO) Trading 10.4% Higher on Analyst Upgradedefenseworld.net·90d ago

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Voices on X · last 7 days

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