Analysts Set Expectations for BCYC Q1 Earnings

Bicycle Therapeutics PLC Sponsored ADR (NASDAQ:BCYC) – Equities research analysts at HC Wainwright issued their Q1 2026 earnings estimates for shares of Bicycle Therapeutics in a research report issued on Friday, October 31st. HC Wainwright analyst S. Ramakanth anticipates that the company will post earnings of ($1.06) per share for the quarter. The consensus estimate for Bicycle Therapeutics’ current full-year earnings is ($3.06) per share. HC Wainwright also issued estimates for Bicycle Therapeutics’ Q2 2026 earnings at ($1.08) EPS, Q3 2026 earnings at ($1.10) EPS and Q4 2026 earnings at ($1.14) EPS.

Other equities analysts also recently issued reports about the stock. Morgan Stanley lowered their target price on shares of Bicycle Therapeutics from $17.00 to $13.00 and set an “equal weight” rating on the stock in a research report on Tuesday, August 12th. Weiss Ratings reissued a “sell (d-)” rating on shares of Bicycle Therapeutics in a report on Tuesday, October 14th. Citigroup reissued an “outperform” rating on shares of Bicycle Therapeutics in a research note on Friday. Citizens Jmp upped their target price on Bicycle Therapeutics from $10.00 to $12.00 and gave the stock a “market outperform” rating in a research report on Friday. Finally, JMP Securities set a $12.00 price target on shares of Bicycle Therapeutics in a research report on Friday. Seven equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Bicycle Therapeutics has an average rating of “Moderate Buy” and a consensus target price of $19.80.

Bicycle Therapeutics Price Performance

Shares of BCYC stock opened at $8.07 on Monday. Bicycle Therapeutics has a fifty-two week low of $6.10 and a fifty-two week high of $25.39. The stock’s 50-day moving average is $7.66 and its two-hundred day moving average is $7.88. The firm has a market cap of $559.33 million, a P/E ratio of -2.23 and a beta of 1.48.

Bicycle Therapeutics (NASDAQ:BCYC) last announced its quarterly earnings data on Friday, August 8th. The company reported ($1.14) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.95) by ($0.19). The firm had revenue of $2.90 million for the quarter, compared to analysts’ expectations of $9.43 million. Bicycle Therapeutics had a negative return on equity of 36.05% and a negative net margin of 884.51%.

Insider Buying and Selling

In related news, CEO Kevin Lee sold 3,231 shares of the business’s stock in a transaction on Friday, October 3rd. The stock was sold at an average price of $8.41, for a total value of $27,172.71. Following the sale, the chief executive officer owned 475,310 shares of the company’s stock, valued at $3,997,357.10. The trade was a 0.68% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Over the last quarter, insiders sold 8,527 shares of company stock valued at $71,738. 8.50% of the stock is owned by insiders.

Institutional Investors Weigh In On Bicycle Therapeutics

A number of hedge funds and other institutional investors have recently bought and sold shares of BCYC. Armistice Capital LLC grew its holdings in shares of Bicycle Therapeutics by 4.8% during the second quarter. Armistice Capital LLC now owns 2,800,000 shares of the company’s stock worth $19,460,000 after purchasing an additional 128,000 shares during the last quarter. Westfield Capital Management Co. LP grew its holdings in Bicycle Therapeutics by 4.6% during the 2nd quarter. Westfield Capital Management Co. LP now owns 2,780,491 shares of the company’s stock worth $19,324,000 after acquiring an additional 123,186 shares during the last quarter. Long Focus Capital Management LLC raised its stake in shares of Bicycle Therapeutics by 138.2% in the first quarter. Long Focus Capital Management LLC now owns 1,293,753 shares of the company’s stock worth $10,984,000 after acquiring an additional 750,661 shares during the last quarter. Candriam S.C.A. grew its stake in shares of Bicycle Therapeutics by 10.8% during the first quarter. Candriam S.C.A. now owns 1,205,207 shares of the company’s stock valued at $10,232,000 after purchasing an additional 117,331 shares during the last quarter. Finally, Tybourne Capital Management HK Ltd. grew its stake in shares of Bicycle Therapeutics by 72.4% during the second quarter. Tybourne Capital Management HK Ltd. now owns 993,743 shares of the company’s stock valued at $6,907,000 after purchasing an additional 417,400 shares during the last quarter. 86.15% of the stock is owned by institutional investors and hedge funds.

About Bicycle Therapeutics

Bicycle Therapeutics plc, a clinical-stage biopharmaceutical company, develops a class of medicines for diseases that are underserved by existing therapeutics in the United States and the United Kingdom. Its product pipeline comprising BT8009, a bicycle toxin conjugate (BTC) which is in phase I/II/III clinical trial for the treatment of high nectin-4 expressing tumors; BT5528, a BTC which is in phase I/II clinical trial for the treatment of Ephrin type A receptor 2 expressing tumor; BT7480, a Bicycle TICA molecule which is in phase I/II targeting Nectin-4 and agonizing CD137; and BT7455, a Bicycle TICA molecule targeting Ephrin type A receptor 2 and CD137 and is in preclinical trial.