UB

Upstream Bio, Inc.

UPB·NASDAQ

$20.97

-5.9%
HealthcareBiotechnology

Upstream Bio, Inc., a clinical-stage biotechnology company, develops treatments for inflammatory diseases that focuses on severe respiratory disorders. It develops verekitug, a monoclonal antibody that targets and inhibits the thymic stromal lymphopoietin receptor. The company also develops therapies to treat severe asthma, chronic rhinosinusitis with nasal polyps, and chronic obstructive pulmonary disease. Upstream Bio, Inc. was incorporated in 2021 and is based in Waltham, Massachusetts.

At a Glance

Live Snapshot
Market Cap$1.13B
EPS-0.7400
P/E Ratio-3.69
Earnings Date11/06/2025
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Upstream Bio, Inc. Street Expectations Map

UPB · NASDAQ

Wall Street analysts project that UPB stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 47.00, with estimates ranging from a low of 47.00 to a high of 47.00.

Lowest Target
47.00
124.13%
Consensus Target
47.00
124.13%
Highest Target
47.00
124.13%

The consensus 1-year price target stands at 47.00, with estimates ranging from a low of 47.00 to a high of 47.00.

Analyst Consensus Analysis

Upside Potential

+124.1%

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.

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Upstream Bio, Inc. Forward Estimates of Revenue

UPB · NASDAQ
Latest Revenue
2.37M
FY 2024
Avg Estimate
2.44M
FY 2025
Estimate Range
1.48M - 3.47M
Analyst Spread

Forward Growth Analysis

Projected Growth+3.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread81%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

Key Insight

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

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Upstream Bio, Inc. Forward Estimates of Net Income

UPB · NASDAQ
Latest Net Income
-62.81M
FY 2024
Avg Estimate
-150.31M
FY 2025
Estimate Range
-152.70M - -133.68M
Analyst Spread

Forward Growth Analysis

Projected Growth-139.3%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signals—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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Upstream Bio, Inc. Forward Estimates of EPS

UPB · NASDAQ
Latest EPS
-1.49
FY 2024
Avg Estimate
$-2.82
FY 2025
Estimate Range
$-2.97 - $-2.60
Analyst Spread

Forward Growth Analysis

Projected Growth-89.5%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signals—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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Upstream Bio, Inc. Forward Estimates of EBIT

UPB · NASDAQ
Latest EBIT
-77.76M
FY 2024
Avg Estimate
-2.44M
FY 2025
Estimate Range
-3.47M - -1.48M
Analyst Spread

Forward Growth Analysis

Projected Growth+96.9%

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 Spread81%

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

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

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Upstream Bio, Inc. Forward Estimates of EBITDA

UPB · NASDAQ
Latest EBITDA
-77.67M
FY 2024
Avg Estimate
-2.44M
FY 2025
Estimate Range
-3.47M - -1.48M
Analyst Spread

Forward Growth Analysis

Projected Growth+96.9%

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 Spread81%

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

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

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Upstream Bio, Inc. Forward Estimates of SG&A Expense

UPB · NASDAQ
Latest SG&A Expense
17.17M
FY 2024
Avg Estimate
13.91M
FY 2025
Estimate Range
8.41M - 19.74M
Analyst Spread

Forward Growth Analysis

Projected Growth-19.0%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread81%

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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Upstream Bio, Inc. Insider Positioning

UPB · NASDAQ

During the last 12 months, insiders have purchased $1.19M worth of UPB shares, with no selling activity reported.

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

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

102.6K

1.19M

Sold

0

0.00

Net Activity

+1.2M

+$1.19M

Top Buyers

1
RRCJ

Renaud Ronald C Jr

Director

17.1K shares1 transactions

$198K

2
CE

Chimovits Erez

Director

17.1K shares1 transactions

$198K

3
RMK

Ruddy Marcella K.

Director

17.1K shares1 transactions

$198K

4
BD

Beckman Daniella

Director

17.1K shares1 transactions

$198K

5
FHE

Fleming Harold Edward

Director

17.1K shares1 transactions

$198K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $1.19M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

∞:1

Perfect buy/sell ratio. Only buying activity with zero selling—the most bullish possible insider signal.

Insider Participation

High Buying

5 insider buyers vs. 0 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.