Cullinan Therapeutics, Inc.

Cullinan Therapeutics, Inc.

CGEMยทNASDAQ

$15.21

-0.85%
HealthcareMedical - Pharmaceuticals

Cullinan Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the developing of oncology and immuno-oncology therapies. Its pipeline includes CLN-978, CLN-619, Zipalertinib CLN-081/TAS6417, CLN-049, and CLN-617. The company was founded by Patrick A. Baeuerle on September 15, 2016 and is headquartered in Cambridge, MA.

At a Glance

Live Snapshot
Market Cap$934.78M
EPS-3.7200
P/E Ratio-4.09
Earnings Date08/06/2026
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Cullinan Therapeutics, Inc. Street Expectations Map

CGEM ยท NASDAQ

Wall Street analysts project that CGEM stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 31.00, with estimates ranging from a low of 28.00 to a high of 37.00.

Lowest Target
28.00
84.09%
Consensus Target
31.00
103.81%
Highest Target
37.00
143.26%

The consensus 1-year price target stands at 31.00, with estimates ranging from a low of 28.00 to a high of 37.00.

Analyst Consensus Analysis

Upside Potential

+103.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

29.0% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Cullinan Therapeutics, Inc. Forward Estimates of Revenue

CGEM ยท NASDAQ
Latest Revenue
0.00
FY 2025
Avg Estimate
26.65M
FY 2026
Estimate Range
8.86M - 44.46M
Analyst Spread

Forward Growth Analysis

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread134%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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Cullinan Therapeutics, Inc. Forward Estimates of Net Income

CGEM ยท NASDAQ
Latest Net Income
-219.88M
FY 2025
Avg Estimate
-150.39M
FY 2026
Estimate Range
-191.58M - -109.19M
Analyst Spread

Forward Growth Analysis

Projected Growth+31.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread55%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Cullinan Therapeutics, Inc. Forward Estimates of EPS

CGEM ยท NASDAQ
Latest EPS
-3.72
FY 2025
Avg Estimate
$-3.03
FY 2026
Estimate Range
$-3.56 - $-2.03
Analyst Spread

Forward Growth Analysis

Projected Growth+18.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread51%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Cullinan Therapeutics, Inc. Forward Estimates of EBIT

CGEM ยท NASDAQ
Latest EBIT
-241.65M
FY 2025
Avg Estimate
15.99M
FY 2026
Estimate Range
5.31M - 26.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+106.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread134%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Cullinan Therapeutics, Inc. Forward Estimates of EBITDA

CGEM ยท NASDAQ
Latest EBITDA
-241.65M
FY 2025
Avg Estimate
15.99M
FY 2026
Estimate Range
5.31M - 26.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+106.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread134%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Cullinan Therapeutics, Inc. Forward Estimates of SG&A Expense

CGEM ยท NASDAQ
Latest SG&A Expense
54.25M
FY 2025
Avg Estimate
29.52M
FY 2026
Estimate Range
9.81M - 49.25M
Analyst Spread

Forward Growth Analysis

Projected Growth-45.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread134%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Cullinan Therapeutics, Inc. Insider Positioning

CGEM ยท NASDAQ

During the last 12 months, insiders have purchased $13.32M and sold $1.13M worth of CGEM shares, resulting in $12.19M of net buying activity.

3 Months

Bought

0

0.00

Sold

7.8K

113.88K

Net Activity

-114K

-$114K

3-6 Months

Bought

0

0.00

Sold

75.4K

971.90K

Net Activity

-972K

-$972K

6-9 Months

Bought

1.9M

13.32M

Sold

4.0K

49.20K

Net Activity

+13.3M

+$13.27M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
LCML

Lynx1 Capital Management Lp

10 Percent Owner

1.9M sharesโ€ข8 transactions

$13.32M

Top Sellers

1
MJ

Michaelson Jennifer

Officer: Chief Scientific Officer

42.5K sharesโ€ข13 transactions

$575K

2
AN

Ahmed Nadim

Director, Officer: President And Ceo

23.4K sharesโ€ข2 transactions

$295K

3
JJA

Jones Jeffrey Alan

Officer: Chief Medical Officer

14.2K sharesโ€ข3 transactions

$179K

4
SJL

Sumer Jacquelyn L

Officer: Chief Legal Officer

7.1K sharesโ€ข2 transactions

$86K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $12.19M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

11.74:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$114K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.