HC Wainwright Issues Positive Forecast for LENZ Earnings

LENZ Therapeutics, Inc. (NASDAQ:LENZ) – Stock analysts at HC Wainwright increased their Q1 2026 EPS estimates for LENZ Therapeutics in a research report issued on Wednesday, March 25th. HC Wainwright analyst M. Caufield now anticipates that the company will post earnings of ($0.86) per share for the quarter, up from their prior estimate of ($0.96). HC Wainwright currently has a “Buy” rating on the stock. The consensus estimate for LENZ Therapeutics’ current full-year earnings is ($2.18) per share. HC Wainwright also issued estimates for LENZ Therapeutics’ Q2 2026 earnings at ($0.77) EPS, Q4 2026 earnings at ($0.48) EPS, FY2026 earnings at ($2.68) EPS, FY2027 earnings at ($0.61) EPS and FY2030 earnings at $3.18 EPS.

Several other equities research analysts have also recently weighed in on LENZ. Bank of America decreased their target price on LENZ Therapeutics from $35.00 to $29.00 and set a “buy” rating for the company in a research note on Wednesday. Citigroup cut their price objective on shares of LENZ Therapeutics from $52.00 to $26.00 and set a “buy” rating on the stock in a report on Thursday. William Blair restated an “outperform” rating on shares of LENZ Therapeutics in a research report on Tuesday, March 10th. Weiss Ratings restated a “sell (d-)” rating on shares of LENZ Therapeutics in a report on Thursday, January 22nd. Finally, Wall Street Zen downgraded shares of LENZ Therapeutics from a “hold” rating to a “sell” rating in a research report on Saturday, March 21st. Six equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, LENZ Therapeutics has an average rating of “Moderate Buy” and an average target price of $45.60.

LENZ Therapeutics Stock Performance

LENZ opened at $8.40 on Friday. LENZ Therapeutics has a one year low of $8.40 and a one year high of $50.40. The company has a market cap of $263.34 million, a P/E ratio of -2.99 and a beta of 0.52. The business’s 50-day simple moving average is $13.75 and its 200-day simple moving average is $24.08.

LENZ Therapeutics (NASDAQ:LENZ) last posted its quarterly earnings results on Tuesday, March 24th. The company reported ($1.16) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.91) by ($0.25). The business had revenue of $1.59 million during the quarter, compared to the consensus estimate of $3.09 million.

Institutional Trading of LENZ Therapeutics

A number of large investors have recently made changes to their positions in the company. Quarry LP acquired a new position in LENZ Therapeutics during the third quarter worth approximately $27,000. Bfsg LLC acquired a new stake in shares of LENZ Therapeutics in the third quarter valued at approximately $30,000. Osaic Holdings Inc. grew its position in shares of LENZ Therapeutics by 2,146.2% during the second quarter. Osaic Holdings Inc. now owns 1,168 shares of the company’s stock worth $34,000 after acquiring an additional 1,116 shares during the last quarter. Tower Research Capital LLC TRC grew its position in shares of LENZ Therapeutics by 51.4% during the second quarter. Tower Research Capital LLC TRC now owns 1,405 shares of the company’s stock worth $41,000 after acquiring an additional 477 shares during the last quarter. Finally, SBI Securities Co. Ltd. increased its holdings in shares of LENZ Therapeutics by 9,235.3% in the 3rd quarter. SBI Securities Co. Ltd. now owns 1,587 shares of the company’s stock valued at $74,000 after acquiring an additional 1,570 shares during the period. 54.32% of the stock is owned by institutional investors and hedge funds.

LENZ Therapeutics News Roundup

Here are the key news stories impacting LENZ Therapeutics this week:

• Positive Sentiment: HC Wainwright raised near-term EPS forecasts for Q1 and Q2 2026 and upgraded FY2026/2027 trajectory (estimates moved closer to break-even), signaling improving visibility on operating performance. (Source: HC Wainwright research note)
• Positive Sentiment: HC Wainwright published a long‑term bullish projection (FY2030 EPS of $3.18), reflecting confidence in LENZ’s longer‑term commercialization or pipeline upside. (Source: HC Wainwright research note)
• Positive Sentiment: Bank of America set a new $29 price target for LENZ, which implies meaningful upside from current levels and may support buy-side interest. LENZ Therapeutics (NASDAQ:LENZ) Given New $29.00 Price Target at Bank of America
• Neutral Sentiment: Recent earnings call materials and coverage are available for review — useful for investors digging into guidance, R&D progress and management comments. Q4 2025 Earnings Call Summary Q4 2025 Earnings Call Transcript Analysts Offer Insights on Healthcare Companies
• Negative Sentiment: HC Wainwright trimmed its Q4 2026 EPS estimate (from -$0.41 to -$0.48) and reduced several multi‑year forecasts (FY2028 and FY2029 down), which increases near‑term earnings uncertainty. (Source: HC Wainwright research notes)
• Negative Sentiment: LENZ reported a Q4 2025 earnings miss (EPS and revenue below consensus), a direct catalyst that likely pressured the stock and prompted analyst revisions. Q4 2025 Earnings Call Summary
• Negative Sentiment: Citigroup cut its price target sharply (from $52 to $26) despite keeping a buy rating — the lower PT reduces near‑term upside expectations from some institutional investors. Citigroup Lowers LENZ Price Target

About LENZ Therapeutics

LENZ Therapeutics, Inc, a biopharmaceutical company, focuses on developing and commercializing therapies to improve vision in the United States. Its product candidates include LNZ100 and LNZ101 which are in Phase III clinical trials for the treatment of presbyopia. The company is headquartered in Del Mar, California.