Monte Rosa Therapeutics, Inc.

Monte Rosa Therapeutics, Inc.

GLUE·NASDAQ

$17.59

-0.85%
HealthcareBiotechnology

Monte Rosa Therapeutics, Inc., a biopharmaceutical company, engages in the development of novel small molecule precision medicines that employ the body's natural mechanisms to selectively degrade therapeutically relevant proteins. It develops an oral molecular glue degrader for GSPT1, a translational termination factor and degron-containing protein for the treatment of Myc-driven cancers. The company also develops CDK2 to treat ovarian, uterine, and breast cancers; NEK7 for the treatment of inflammatory diseases, such as Crohn's disease, neurodegenerative disease, diabetes, and liver disease; VAV1, a target protein for autoimmune diseases; and BCL11A, a therapeutically-relevant protein in hemoglobinopathies. Monte Rosa Therapeutics, Inc. was incorporated in 2019 and is headquartered in Boston, Massachusetts.

At a Glance

Live Snapshot
Market Cap$1.15B
EPS-0.4600
P/E Ratio-38.24
Earnings Date08/06/2026
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Monte Rosa Therapeutics, Inc. Street Expectations Map

GLUE · NASDAQ

Wall Street analysts project that GLUE stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 31.75, with estimates ranging from a low of 22.00 to a high of 37.00.

Lowest Target
22.00
25.07%
Consensus Target
31.75
80.50%
Highest Target
37.00
110.35%

The consensus 1-year price target stands at 31.75, with estimates ranging from a low of 22.00 to a high of 37.00.

Analyst Consensus Analysis

Upside Potential

+80.5%

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

Analyst Agreement

47.2% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Monte Rosa Therapeutics, Inc. Forward Estimates of Revenue

GLUE · NASDAQ
Latest Revenue
123.67M
FY 2025
Avg Estimate
44.46M
FY 2026
Estimate Range
10.66M - 98.23M
Analyst Spread

Forward Growth Analysis

Projected Growth-64.1%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread197%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.

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Monte Rosa Therapeutics, Inc. Forward Estimates of Net Income

GLUE · NASDAQ
Latest Net Income
-38.63M
FY 2025
Avg Estimate
-167.33M
FY 2026
Estimate Range
-209.19M - -26.85M
Analyst Spread

Forward Growth Analysis

Projected Growth-333.2%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread109%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.

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Monte Rosa Therapeutics, Inc. Forward Estimates of EPS

GLUE · NASDAQ
Latest EPS
-0.46
FY 2025
Avg Estimate
$-1.66
FY 2026
Estimate Range
$-2.52 - $-0.32
Analyst Spread

Forward Growth Analysis

Projected Growth-260.1%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread133%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.

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Monte Rosa Therapeutics, Inc. Forward Estimates of EBIT

GLUE · NASDAQ
Latest EBIT
-54.21M
FY 2025
Avg Estimate
13.89M
FY 2026
Estimate Range
3.33M - 30.68M
Analyst Spread

Forward Growth Analysis

Projected Growth+125.6%

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

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread197%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.

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Monte Rosa Therapeutics, Inc. Forward Estimates of EBITDA

GLUE · NASDAQ
Latest EBITDA
-45.85M
FY 2025
Avg Estimate
14.80M
FY 2026
Estimate Range
3.55M - 32.69M
Analyst Spread

Forward Growth Analysis

Projected Growth+132.3%

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

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread197%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.

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Monte Rosa Therapeutics, Inc. Forward Estimates of SG&A Expense

GLUE · NASDAQ
Latest SG&A Expense
36.38M
FY 2025
Avg Estimate
33.42M
FY 2026
Estimate Range
8.01M - 73.86M
Analyst Spread

Forward Growth Analysis

Projected Growth-8.1%

Declining expectations indicate headwinds—investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread197%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertainty—exercise caution.

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Monte Rosa Therapeutics, Inc. Insider Positioning

GLUE · NASDAQ

During the last 12 months, insiders have purchased $1.06M and sold $1.66M worth of GLUE shares, resulting in $605K of net selling activity.

3 Months

Bought

0

0.00

Sold

44.7K

829.17K

Net Activity

-829K

-$829K

3-6 Months

Bought

0

0.00

Sold

44.2K

830.67K

Net Activity

-831K

-$831K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

214.9K

1.06M

Sold

0

0.00

Net Activity

+1.1M

+$1.06M

Top Buyers

1
BA

Behbahani Ali

Director, 10 Percent Owner:

30.7K shares•1 transactions

$151K

2
MAM

Manning Anthony M.

Director

30.7K shares•1 transactions

$151K

3
BK

Blackwell Kimberly

Director

30.7K shares•1 transactions

$151K

4
SC

Siu Christine

Director

30.7K shares•1 transactions

$151K

5
SJ

Skvarka Jan

Director

30.7K shares•1 transactions

$151K

Top Sellers

1
WM

Warmuth Markus

Director, Officer: President & Ceo

27.6K shares•5 transactions

$526K

2
DE

Dunn Edmund

Officer: Principal Accounting Officer

25.8K shares•3 transactions

$467K

3
MAM

Manning Anthony M.

Director

10.0K shares•1 transactions

$180K

4
JF

Janku Filip

Officer: Chief Medical Officer

9.2K shares•1 transactions

$179K

5
TS

Townson Sharon

Officer: Chief Scientific Officer

6.0K shares•1 transactions

$119K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $605K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.64:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$829K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

Balanced

5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.