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Opus Genetics, Inc.

IRDยทNASDAQ

$4.20

+5.3%
HealthcareBiotechnology

Opus Genetics, Inc., a clinical-stage ophthalmic biopharmaceutical company, focuses on developing and commercializing therapies for the treatment of unmet needs of patients with refractive and retinal eye disorders. The company offers Phentolamine Ophthalmic Solution for reversal of mydriasis, as well as is in Phase III clinical trials for presbyopia and dim light or night vision disturbances. Its lead retinal product candidate is APX3330, a small-molecule inhibitor of reduction oxidation effector factor-1 protein that has completed Phase II clinical trial for the treatment of diabetic retinopathy. The company also develops APX2009 and APX2014 that are preclinical product candidates for retina indications. The company was formerly known as Ocuphire Pharma, Inc. Opus Genetics, Inc. was founded in 2018 and is headquartered in Farmington Hills, Michigan.

At a Glance

Live Snapshot
Market Cap$341.86M
EPS-0.8000
P/E Ratio-5.25
Earnings Date08/12/2026
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Opus Genetics, Inc. Street Expectations Map

IRD ยท NASDAQ

Wall Street analysts project that IRD stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 8.67, with estimates ranging from a low of 7.00 to a high of 10.00.

Lowest Target
7.00
66.67%
Consensus Target
8.67
106.43%
Highest Target
10.00
138.10%

The consensus 1-year price target stands at 8.67, with estimates ranging from a low of 7.00 to a high of 10.00.

Analyst Consensus Analysis

Upside Potential

+106.4%

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

Analyst Agreement

34.6% spread

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

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

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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Opus Genetics, Inc. Forward Estimates of Revenue

IRD ยท NASDAQ
Latest Revenue
14.20M
FY 2025
Avg Estimate
14.91M
FY 2026
Estimate Range
9.19M - 23.78M
Analyst Spread

Forward Growth Analysis

Projected Growth+5.1%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread98%

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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Opus Genetics, Inc. Forward Estimates of Net Income

IRD ยท NASDAQ
Latest Net Income
-49.59M
FY 2025
Avg Estimate
-516.43M
FY 2026
Estimate Range
-891.38M - -141.49M
Analyst Spread

Forward Growth Analysis

Projected Growth-941.4%

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

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread145%

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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Opus Genetics, Inc. Forward Estimates of EPS

IRD ยท NASDAQ
Latest EPS
-0.80
FY 2025
Avg Estimate
$-1.10
FY 2026
Estimate Range
$-1.43 - $-0.23
Analyst Spread

Forward Growth Analysis

Projected Growth-37.9%

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

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread109%

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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Opus Genetics, Inc. Forward Estimates of EBIT

IRD ยท NASDAQ
Latest EBIT
-38.60M
FY 2025
Avg Estimate
-9.15M
FY 2026
Estimate Range
-14.58M - -5.64M
Analyst Spread

Forward Growth Analysis

Projected Growth+76.3%

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

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread98%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

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

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Opus Genetics, Inc. Forward Estimates of EBITDA

IRD ยท NASDAQ
Latest EBITDA
-38.60M
FY 2025
Avg Estimate
-9.15M
FY 2026
Estimate Range
-14.58M - -5.63M
Analyst Spread

Forward Growth Analysis

Projected Growth+76.3%

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

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread98%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

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

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Opus Genetics, Inc. Forward Estimates of SG&A Expense

IRD ยท NASDAQ
Latest SG&A Expense
21.98M
FY 2025
Avg Estimate
53.10M
FY 2026
Estimate Range
32.72M - 84.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+141.6%

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

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread98%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

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

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Opus Genetics, Inc. Insider Positioning

IRD ยท NASDAQ

During the last 12 months, insiders have purchased $1.26M and sold $16.49M worth of IRD shares, resulting in $15.23M of net selling activity.

3 Months

Bought

0

0.00

Sold

1.8M

7.78M

Net Activity

-7.8M

-$7.78M

3-6 Months

Bought

81.0K

160.27K

Sold

4.0M

8.60M

Net Activity

-8.4M

-$8.44M

6-9 Months

Bought

0

0.00

Sold

54.1K

116.20K

Net Activity

-116K

-$116K

9-12 Months

Bought

956.5K

1.10M

Sold

0

0.00

Net Activity

+1.1M

+$1.10M

Top Buyers

1
GC

Gallagher Cam

Director

950.6K sharesโ€ข2 transactions

$1.16M

2
AS

Ainsworth Sean

Director

87.0K sharesโ€ข1 transactions

$100K

Top Sellers

1
FFBRDF

Foundation Fighting Blindness Retinal Degeneration Fund

Director, Other: See Remarks

5.7M sharesโ€ข2 transactions

$15.99M

2
MG

Magrath George

Director, Officer: Chief Executive Officer

64.3K sharesโ€ข3 transactions

$247K

3
YBR

Yerxa Benjamin R

Director, Officer: President

31.3K sharesโ€ข2 transactions

$86K

4
JA

Jayagopal Ashwath

Officer: Chief Scientific & Dev. Ofc.

11.3K sharesโ€ข2 transactions

$58K

5
SJK

Schachle Joseph K

Officer: Chief Operating Officer

8.4K sharesโ€ข2 transactions

$44K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $15.23M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.08:1

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

Recent Trend (3 Months)

$7.78M

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

Insider Participation

High Selling

5 insider sellers vs. 2 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.