Sutro Biopharma, Inc.

Sutro Biopharma, Inc.

STROยทNASDAQ

$27.18

+11%
HealthcareBiotechnology

Sutro Biopharma, Inc. operates as clinical stage drug discovery, development, and manufacturing company. It focuses on creating protein therapeutics for cancer and autoimmune disorders through integrated cell-free protein synthesis and site-specific conjugation platform, XpressCF+.The company's product candidates include STRO-001, an antibody-drug conjugate (ADC) directed against the cancer target CD74 for patients with multiple myeloma and non-Hodgkin lymphoma that is in Phase 1 clinical trials; and STRO-002, an ADC directed against folate receptor-alpha for patients with ovarian and endometrial cancers, which is in Phase 1 clinical trials. It has collaboration and license agreements with Merck Collaboration to develop research programs focusing on cytokine derivatives for cancer and autoimmune disorders; and Celgene Corporation to discover and develop bispecific antibodies and/or ADCs focused on the field of immuno-oncology. The company was formerly known as Fundamental Applied Biology, Inc. Sutro Biopharma, Inc. was incorporated in 2003 and is headquartered in South San Francisco, California.

At a Glance

Live Snapshot
Market Cap$263.03M
EPS-22.4900
P/E Ratio-1.21
Earnings Date08/06/2026
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Sutro Biopharma, Inc. Street Expectations Map

STRO ยท NASDAQ

Wall Street analysts project that STRO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 51.80, with estimates ranging from a low of 43.00 to a high of 60.00.

Lowest Target
43.00
58.20%
Consensus Target
51.80
90.58%
Highest Target
60.00
120.75%

The consensus 1-year price target stands at 51.80, with estimates ranging from a low of 43.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

+90.6%

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

Analyst Agreement

32.8% 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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Sutro Biopharma, Inc. Forward Estimates of Revenue

STRO ยท NASDAQ
Latest Revenue
102.48M
FY 2025
Avg Estimate
35.37M
FY 2026
Estimate Range
6.33M - 59.48M
Analyst Spread

Forward Growth Analysis

Projected Growth-65.5%

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

Analyst Coverage8 Analysts

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

Estimate Spread150%

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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Sutro Biopharma, Inc. Forward Estimates of Net Income

STRO ยท NASDAQ
Latest Net Income
-191.09M
FY 2025
Avg Estimate
-114.33M
FY 2026
Estimate Range
-246.37M - -75.80M
Analyst Spread

Forward Growth Analysis

Projected Growth+40.2%

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

Analyst Coverage8 Analysts

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

Estimate Spread149%

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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Sutro Biopharma, Inc. Forward Estimates of EPS

STRO ยท NASDAQ
Latest EPS
-22.49
FY 2025
Avg Estimate
$-19.47
FY 2026
Estimate Range
$-32.07 - $-9.87
Analyst Spread

Forward Growth Analysis

Projected Growth+13.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

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

Estimate Spread114%

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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Sutro Biopharma, Inc. Forward Estimates of EBIT

STRO ยท NASDAQ
Latest EBIT
-104.95M
FY 2025
Avg Estimate
-29.30M
FY 2026
Estimate Range
-49.29M - -5.25M
Analyst Spread

Forward Growth Analysis

Projected Growth+72.1%

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

Analyst Coverage8 Analysts

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

Estimate Spread150%

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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Sutro Biopharma, Inc. Forward Estimates of EBITDA

STRO ยท NASDAQ
Latest EBITDA
-97.63M
FY 2025
Avg Estimate
-28.28M
FY 2026
Estimate Range
-47.56M - -5.06M
Analyst Spread

Forward Growth Analysis

Projected Growth+71.0%

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

Analyst Coverage8 Analysts

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

Estimate Spread150%

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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Sutro Biopharma, Inc. Forward Estimates of SG&A Expense

STRO ยท NASDAQ
Latest SG&A Expense
41.02M
FY 2025
Avg Estimate
27.12M
FY 2026
Estimate Range
4.86M - 45.61M
Analyst Spread

Forward Growth Analysis

Projected Growth-33.9%

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

Analyst Coverage8 Analysts

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

Estimate Spread150%

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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Sutro Biopharma, Inc. Insider Positioning

STRO ยท NASDAQ

During the last 12 months, insiders have purchased $430K and sold $19K worth of STRO shares, resulting in $411K of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

111.8K

89.56K

Sold

13.4K

12.07K

Net Activity

+77K

+$77K

9-12 Months

Bought

400.0K

340.00K

Sold

8.9K

6.98K

Net Activity

+333K

+$333K

Top Buyers

1
MC

Matsui Connie

Director

100.0K sharesโ€ข2 transactions

$82K

2
DM

Dybbs Michael

Director

50.0K sharesโ€ข1 transactions

$43K

3
PDH

Petree Daniel H

Director

50.0K sharesโ€ข1 transactions

$43K

4
WJM

Wigginton Jon Marc

Director

50.0K sharesโ€ข1 transactions

$43K

5
PJP

Panek James P

Director

50.0K sharesโ€ข1 transactions

$43K

Top Sellers

1
GH

Gerber Hans-Peter

Officer: Chief Scientific Officer

13.4K sharesโ€ข1 transactions

$12K

2
LB

Leyman Barbara

Officer: Chief Business Officer

8.9K sharesโ€ข1 transactions

$7K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $411K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

22.55:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Insider Participation

High Buying

5 insider buyers vs. 2 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.