4D Molecular Therapeutics, Inc.

4D Molecular Therapeutics, Inc.

FDMTยทNASDAQ

$9.53

+2.8%
HealthcareBiotechnology

4D Molecular Therapeutics, Inc., a clinical-stage gene therapy company, develops product candidates using its adeno-associated viruses vectors. It develops a portfolio of gene therapy product candidates focuses in three therapeutic areas: ophthalmology, cardiology, and pulmonology. The company has three product candidates that are in clinical trials: 4D-125 that is in a Phase 1/2 clinical trial for the treatment of X-linked retinitis pigmentosa; 4D-110 that is in a Phase 1/2 clinical trial for the treatment of choroideremia; and 4D-310, which is in a Phase 1/2 clinical trial for the treatment of Fabry disease. Its two IND candidates are 4D-150 for the treatment of wet age-related macular degeneration and 4D-710 for the treatment of cystic fibrosis lung disease. 4D Molecular Therapeutics, Inc. has research and collaboration arrangements with uniQure; CRF; Roche; and CFF. The company was founded in 2013 and is headquartered in Emeryville, California.4D Molecular Therapeutics, Inc., a clinical-stage gene therapy company, develops product candidates using its adeno-associated viruses vectors. It develops a portfolio of gene therapy product candidates focuses in three therapeutic areas: ophthalmology, cardiology, and pulmonology. The company has three product candidates that are in clinical trials: 4D-125 that is in a Phase 1/2 clinical trial for the treatment of X-linked retinitis pigmentosa; 4D-110 that is in a Phase 1/2 clinical trial for the treatment of choroideremia; and 4D-310, which is in a Phase 1/2 clinical trial for the treatment of Fabry disease. Its two IND candidates are 4D-150 for the treatment of wet age-related macular degeneration and 4D-710 for the treatment of cystic fibrosis lung disease. 4D Molecular Therapeutics, Inc. has research and collaboration arrangements with uniQure; CRF; Roche; and CFF. The company was founded in 2013 and is headquartered in Emeryville, California.

At a Glance

Live Snapshot
Market Cap$498.19M
EPS-2.4200
P/E Ratio-3.94
Earnings Date08/10/2026
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4D Molecular Therapeutics, Inc. Street Expectations Map

FDMT ยท NASDAQ

Wall Street analysts project that FDMT stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 33.00, with estimates ranging from a low of 33.00 to a high of 33.00.

Lowest Target
33.00
246.27%
Consensus Target
33.00
246.27%
Highest Target
33.00
246.27%

The consensus 1-year price target stands at 33.00, with estimates ranging from a low of 33.00 to a high of 33.00.

Analyst Consensus Analysis

Upside Potential

+246.3%

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

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

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.

fdmt

4D Molecular Therapeutics, Inc. Forward Estimates of Revenue

FDMT ยท NASDAQ
Latest Revenue
85.21M
FY 2025
Avg Estimate
19.01M
FY 2026
Estimate Range
73.96K - 37.94M
Analyst Spread

Forward Growth Analysis

Projected Growth-77.7%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread199%

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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4D Molecular Therapeutics, Inc. Forward Estimates of Net Income

FDMT ยท NASDAQ
Latest Net Income
-140.11M
FY 2025
Avg Estimate
-210.22M
FY 2026
Estimate Range
-231.79M - -143.49M
Analyst Spread

Forward Growth Analysis

Projected Growth-50.0%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread42%

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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4D Molecular Therapeutics, Inc. Forward Estimates of EPS

FDMT ยท NASDAQ
Latest EPS
-2.42
FY 2025
Avg Estimate
$-3.48
FY 2026
Estimate Range
$-4.30 - $-2.66
Analyst Spread

Forward Growth Analysis

Projected Growth-43.7%

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

Analyst Coverage6 Analysts

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

Estimate Spread47%

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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4D Molecular Therapeutics, Inc. Forward Estimates of EBIT

FDMT ยท NASDAQ
Latest EBIT
-159.55M
FY 2025
Avg Estimate
-19.01M
FY 2026
Estimate Range
-37.94M - -73.96K
Analyst Spread

Forward Growth Analysis

Projected Growth+88.1%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread199%

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

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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4D Molecular Therapeutics, Inc. Forward Estimates of EBITDA

FDMT ยท NASDAQ
Latest EBITDA
-151.92M
FY 2025
Avg Estimate
-19.01M
FY 2026
Estimate Range
-37.94M - -73.96K
Analyst Spread

Forward Growth Analysis

Projected Growth+87.5%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread199%

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

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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4D Molecular Therapeutics, Inc. Forward Estimates of SG&A Expense

FDMT ยท NASDAQ
Latest SG&A Expense
49.06M
FY 2025
Avg Estimate
4.84B
FY 2026
Estimate Range
18.85M - 9.67B
Analyst Spread

Forward Growth Analysis

Projected Growth+9772.2%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread199%

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

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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4D Molecular Therapeutics, Inc. Insider Positioning

FDMT ยท NASDAQ

During the last 12 months, insiders have sold $63K worth of FDMT shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

2.0K

19.95K

Net Activity

-20K

-$20K

3-6 Months

Bought

0

0.00

Sold

1.7K

18.51K

Net Activity

-19K

-$19K

6-9 Months

Bought

0

0.00

Sold

2.7K

24.35K

Net Activity

-24K

-$24K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
BS

Bizily Scott

Officer: Chief Legal Officer

4.4K sharesโ€ข3 transactions

$42K

2
KD

Kirn David

Director, Officer: See Remarks

1.9K sharesโ€ข1 transactions

$19K

3
GA

Gupta Ashoo

Officer: Vp, Finance And Controller

159 sharesโ€ข2 transactions

$1K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $63K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$20K

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

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.