Erasca (ERAS) to Release Earnings on Thursday

Erasca (NASDAQ:ERAS) is expected to be releasing its Q4 2025 results before the market opens on Thursday, March 19th. Analysts expect Erasca to post earnings of ($0.11) per share for the quarter. Interested persons may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Friday, March 20, 2026 at 4:00 PM ET.

Erasca Trading Down 0.5%

Shares of ERAS opened at $15.50 on Thursday. Erasca has a 12-month low of $1.01 and a 12-month high of $16.41. The stock has a market cap of $4.80 billion, a P/E ratio of -34.44 and a beta of 1.16. The company has a 50-day moving average of $10.83 and a two-hundred day moving average of $5.41.

Insider Buying and Selling at Erasca

In related news, insider Shannon Morris sold 20,000 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $15.04, for a total value of $300,800.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Ebun Garner sold 120,000 shares of the company’s stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $5.59, for a total transaction of $670,800.00. Following the transaction, the general counsel directly owned 25,076 shares of the company’s stock, valued at $140,174.84. This trade represents a 82.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 14.40% of the company’s stock.

Institutional Trading of Erasca

Institutional investors have recently made changes to their positions in the stock. BNP Paribas Financial Markets grew its holdings in shares of Erasca by 58.0% during the 2nd quarter. BNP Paribas Financial Markets now owns 21,579 shares of the company’s stock worth $27,000 after purchasing an additional 7,923 shares during the period. EP Wealth Advisors LLC purchased a new position in shares of Erasca in the 2nd quarter valued at $29,000. Russell Investments Group Ltd. purchased a new position in shares of Erasca in the 3rd quarter valued at $31,000. Stifel Financial Corp acquired a new position in shares of Erasca during the 4th quarter valued at $38,000. Finally, EntryPoint Capital LLC purchased a new stake in Erasca during the 4th quarter worth $38,000. 67.78% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

ERAS has been the subject of several research reports. Piper Sandler lifted their price objective on Erasca from $5.00 to $11.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Guggenheim restated a “buy” rating and issued a $12.00 price objective on shares of Erasca in a research report on Tuesday, January 27th. Morgan Stanley set a $10.00 price objective on Erasca in a research note on Monday, January 26th. Stifel Nicolaus set a $20.00 price objective on Erasca in a research report on Tuesday. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Erasca in a report on Thursday, January 22nd. Seven equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Erasca presently has an average rating of “Moderate Buy” and a consensus target price of $10.33.

About Erasca

Erasca, Inc is a clinical‐stage biopharmaceutical company dedicated to the discovery and development of precision medicines for patients with cancer. The company focuses on small molecule therapeutics that target critical signaling pathways involved in tumor growth and survival, with a primary emphasis on inhibitors of the MAPK pathway. Erasca’s approach is designed to deliver oral, targeted therapies that address both oncogene‐driven and immuno‐oncology indications, aiming to improve outcomes for patients with unmet medical needs.

Erasca’s pipeline comprises multiple development candidates, including small molecule inhibitors engineered to disrupt key nodes in cancer cell signaling.