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VEVERA

Vera Therapeutics, Inc.

$VERA·$2.5B·Biotechnology·Healthcare
$35.66+4.2%1Y+51.4%
Mentions · last 7 days
2026-08-26: 2 posts2026-08-27: 25 posts2026-08-28: 7 posts2026-08-29: 21 posts2026-08-30: 1 posts2026-08-31: 1 posts2026-09-01: 1 posts62
Price updated 1h ago·X counts updated 4h ago
VEVERA
$VERAVera Therapeutics, Inc.
$35.66+4.18%62 posts
AI analysisFundamentalsVoices on X
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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 atacicept for IgA nephropathy, targeting both the complement system and B-cell pathways.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $VERA

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+50.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-5.8How 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
-85.8%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
0.0%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
-13.8%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
0.0Same 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
-84.1%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
0.0%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
Q2 2026Aug 10, 2026$-1.52$-1.58+3.8%
Q1 2026May 7, 2026$-1.69$-1.33-27.2%
Q4 2025Feb 26, 2026$-1.39$-1.34-3.7%
Q3 2025Nov 5, 2025$-1.26$-1.20-5.0%
Next earningsWed, Nov 4·consensus EPS $-1.61

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-1.52$-100.3M
Q1 FY26$0———$-1.69$-106.7M
Q4 FY25$0———$-1.39$-70.1M
Q3 FY25$0———$-1.26$-62.0M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.6M$21.5M – $27.8M-$6.25-$6.91 – -$5.668
FY27$234.9M$139.1M – $393.4M-$4.28-$5.08 – -$2.238
FY28$610.6M$249.3M – $930.5M-$0.40-$3.14 – $4.1110
FY29$1.1B$509.5M – $1.7B$3.02$0.99 – $5.335
FY30$1.5B$707.2M – $2.3B$6.03$1.98 – $10.635

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.2.0×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.37%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.-5.2%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.-13.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 58.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.0% 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.

Insider activity

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

Recent transactions

SellJul 7Marshall FordyceCEO46.3K sh$2.0MSellJul 7Marshall FordyceCEO46.3K sh$2.0MSellJun 23Marshall FordyceCEO18.5K sh$702KSellJun 23Marshall FordyceCEO18.5K sh$702KSellMay 12Marshall FordyceCEO18.5K sh$680KSellMay 12Marshall FordyceCEO18.5K sh$680KSellApr 14Marshall FordyceCEO23.0K sh$1.0M
+ 14 other (10 awards · 4 exempts) in window

See when $VERA 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
Free, forever. No credit card.

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 holdingsAug 53
AI summary

Nancy Lee Boman, newly-appointed Chief Regulatory Officer of Vera Therapeutics, Inc., filed a Form 3 on August 5, 2026, reporting zero securities beneficially owned as of August 3, 2026. This is a routine Section 16(a) filing following the CRO role transition disclosed in a companion 8-K; no market significance.

8-KOfficer or director changeJul 98-K — Item 5.02: Officer or director change
AI summary

Vera Therapeutics, Inc. announced on July 9, 2026, that Chief Regulatory Officer William Turner will transition to Special Advisor for Regulatory Affairs, effective August 3, 2026, succeeded by Nancy Bowman, M.D., Ph.D., as the new CRO. No disagreement was cited. Routine leadership transition in a critical regulatory function for a clinical-stage biopharma.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
3New insider — initial holdingsMar 253
8-KOfficer or director changeMar 98-K — Item 5.02: Officer or director change
3New insider — initial holdingsMar 93
+ 16 other (7 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

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

Vera Therapeutics to Participate at Upcoming Investor Conferencesglobenewswire.com·2d agoVera Therapeutics: FDA's eGFR Analysis Supports A Speculative Buyseekingalpha.com·16d agoE. Ohman J or Asset Management AB Acquires 42,787 Shares of Vera Therapeutics, Inc. $VERAdefenseworld.net·22d agoVera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·26d agoVera Therapeutics Wins FDA Approval for TRUTAKNA in IgA Nephropathy, Sets Launchmarketbeat.com·53d ago

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Voices on X · last 7 days

No standout posts about $VERA on X in the last 7 days.

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