SI

Septerna, Inc.

SEPN·NASDAQ

$30.55

+2.0%
HealthcareBiotechnology

Septerna, Inc., a clinical-stage biotechnology company, discovers and develops G protein-coupled receptor (GPCR) oral small molecule products candidates for the treatment of endocrinology, immunology and inflammation, and metabolic diseases. The company develops SEP-786, an oral small molecule PTH1R agonist for hypoparathyroidism; SEP-631, an oral small molecule MRGPRX2 NAM for chronic spontaneous urticaria and other mast cell diseases; TSHR Program, an oral small molecule TSHR NAM for Graves' disease and thyroid eye disease. It also develops oral small molecule single- and multi-incretin receptor agonists for metabolic disorders including obesity and type 2 diabetes. Septerna, Inc. was formerly known as GPCR NewCo, Inc. and changed its name to Septerna Inc. in June 2021. The company was incorporated in 2019 and is headquartered in South San Francisco, California.

At a Glance

Live Snapshot
Market Cap$1.38B
EPS-1.1000
P/E Ratio-27.77
Earnings Date08/10/2026
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Septerna, Inc. Street Expectations Map

SEPN · NASDAQ

Wall Street analysts project that SEPN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 41.75, with estimates ranging from a low of 34.00 to a high of 60.00.

Lowest Target
34.00
11.29%
Consensus Target
41.75
36.66%
Highest Target
60.00
96.40%

The consensus 1-year price target stands at 41.75, with estimates ranging from a low of 34.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

+36.7%

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

Analyst Agreement

62.3% spread

High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.

Analyst Conviction

Low

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.

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Septerna, Inc. Forward Estimates of Revenue

SEPN · NASDAQ
Latest Revenue
45.95M
FY 2025
Avg Estimate
74.39M
FY 2026
Estimate Range
27.37M - 119.38M
Analyst Spread

Forward Growth Analysis

Projected Growth+61.9%

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

Analyst Coverage7 Analysts

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

Estimate Spread124%

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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Septerna, Inc. Forward Estimates of Net Income

SEPN · NASDAQ
Latest Net Income
-48.88M
FY 2025
Avg Estimate
-79.06M
FY 2026
Estimate Range
-138.29M - -24.15M
Analyst Spread

Forward Growth Analysis

Projected Growth-61.7%

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

Analyst Coverage7 Analysts

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

Estimate Spread144%

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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Septerna, Inc. Forward Estimates of EPS

SEPN · NASDAQ
Latest EPS
-1.10
FY 2025
Avg Estimate
$-1.68
FY 2026
Estimate Range
$-3.12 - $-0.55
Analyst Spread

Forward Growth Analysis

Projected Growth-52.7%

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

Analyst Coverage6 Analysts

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

Estimate Spread154%

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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Septerna, Inc. Forward Estimates of EBIT

SEPN · NASDAQ
Latest EBIT
-80.80M
FY 2025
Avg Estimate
-37.20M
FY 2026
Estimate Range
-59.69M - -13.68M
Analyst Spread

Forward Growth Analysis

Projected Growth+54.0%

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

Analyst Coverage7 Analysts

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

Estimate Spread124%

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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Septerna, Inc. Forward Estimates of EBITDA

SEPN · NASDAQ
Latest EBITDA
-79.19M
FY 2025
Avg Estimate
-37.20M
FY 2026
Estimate Range
-59.69M - -13.68M
Analyst Spread

Forward Growth Analysis

Projected Growth+53.0%

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

Analyst Coverage7 Analysts

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

Estimate Spread124%

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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Septerna, Inc. Forward Estimates of SG&A Expense

SEPN · NASDAQ
Latest SG&A Expense
29.16M
FY 2025
Avg Estimate
1.51B
FY 2026
Estimate Range
557.12M - 2.43B
Analyst Spread

Forward Growth Analysis

Projected Growth+5092.4%

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

Analyst Coverage7 Analysts

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

Estimate Spread124%

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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Septerna, Inc. Insider Positioning

SEPN · NASDAQ

During the last 12 months, insiders have purchased $557K and sold $654K worth of SEPN shares, resulting in $97K of net selling activity.

3 Months

Bought

0

0.00

Sold

14.4K

415.78K

Net Activity

-416K

-$416K

3-6 Months

Bought

0

0.00

Sold

6.3K

175.11K

Net Activity

-175K

-$175K

6-9 Months

Bought

33.2K

556.87K

Sold

3.5K

63.22K

Net Activity

+494K

+$494K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
GKM

Gottesdiener Keith Michael

Director

33.2K shares1 transactions

$557K

Top Sellers

1
SS

Shaikhly Samira

Officer: Chief People Officer

15.9K shares2 transactions

$467K

2
BE

Bhatt Elizabeth

Officer: President And Coo

4.8K shares2 transactions

$124K

3
LDD

Long Daniel D.

Officer: Svp, Drug Discovery

3.5K shares1 transactions

$63K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $97K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.85:1

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

Recent Trend (3 Months)

$416K

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

Insider Participation

High Selling

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

Insider Activity Insight

Balanced insider activity: Roughly equal buying and selling suggests normal portfolio management rather than strong directional signals. Look to other metrics for clearer investment insights.