ERAS - NASDAQ
Erasca, Inc.
$13.18
+1.2%Erasca, Inc., a clinical-stage biopharmaceutical company, focuses on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers. The company's lead candidates include ERAS-007, an oral inhibitor of ERK1/2 for the treatment of non-small cell lung cancer, colorectal cancer, and acute myeloid leukemia; and ERAS-601, an oral SHP2 inhibitor for patients with advanced or metastatic solid tumors. It is also developing ERAS-801, a central nervous system-penetrant EGFR inhibitor for the treatment of patients with recurrent glioblastoma multiforme. The company was incorporated in 2018 and is headquartered in San Diego, California.
At a Glance
Live SnapshotErasca, Inc. Street Expectations Map
Wall Street analysts project that ERAS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 17.80, with estimates ranging from a low of 10.00 to a high of 30.00.
The consensus 1-year price target stands at 17.80, with estimates ranging from a low of 10.00 to a high of 30.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Risk-Reward Profile
Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.
Erasca, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Erasca, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Positive analyst consensus with strong growth expectations and forecast confidence.
Erasca, Inc. Forward Estimates of EPS
Forward Growth Analysis
Declining expectations indicate headwinds—investigate whether temporary or structural issues.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Erasca, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Erasca, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Erasca, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Analyst skepticism evident—carefully evaluate risks before investment decisions.
Erasca, Inc. Insider Positioning
During the last 12 months, insiders have purchased $1.22M and sold $2.28M worth of ERAS shares, resulting in $1.07M of net selling activity.
3 Months
0
0.00
80.0K
1.31M
-1.3M
-$1.31M
3-6 Months
0
0.00
140.0K
971.57K
-972K
-$972K
6-9 Months
0
0.00
0
0.00
+0
+$0
9-12 Months
840.0K
1.22M
0
0.00
+1.2M
+$1.22M
Top Buyers
Start Valerie Denise Harding
Director
$174K
Multani Pratik S
Director
$174K
Bristol James Arthur
Director
$174K
Casdin Alexander W.
Director
$174K
Varney Michael David
Director
$174K
Top Sellers
Garner Ebun
Officer: Chief Legal Officer
$1.98M
Morris Shannon
Officer: Chief Medical Officer
$301K
Insider Activity Analysis
Net Insider Sentiment
Slightly bearish with $1.07M net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.
Buy/Sell Ratio
Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider buyers vs. 2 sellers. Broad-based buying across management team suggests widespread confidence.
Related Guides
Continue your ERAS research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.