LENZ — LENZ Therapeutics Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About LENZ Therapeutics Inc

LENZ Therapeutics, Inc. operates as a commercial pharmaceutical company that focuses on the development and commercialization of therapies to improve vision in the United States. Its product candidates include VIZZ and LNZ101 for the treatment of presbyopia in adults. LENZ Therapeutics, Inc. was formerly known as Presbyopia Therapies, Inc. and changed its name to LENZ Therapeutics, Inc. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$7.73
Market Cap$236M
Float18.5M
Shares Outstanding31.4M
Price/Sales (TTM)11.23
vs. Analyst Target+314.0% to analyst PT
Operating Margin (TTM)-2321.67%
Revenue (TTM)$21.0M
Dividend RateNone
Analyst Target Price$32.00 (8 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 N/A -$68.4M -$121,000 -$68.2M
2021 N/A -$70.8M -$734,000 -$70.0M
2022 $15.0M -$10.8M $15.0M -$10.5M
2023 N/A -$70.0M -$2.4M -$72.4M
2024 N/A -$49.8M -$58,000 -$49.7M
2025 $19.1M -$82.1M $18.4M -$90.9M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $5.0M -$14.9M
Sep 2025 $12.5M -$16.7M
Dec 2025 $1.6M -$35.9M
Mar 2026 $1.9M -$41.5M

Ownership & Float

Insider Ownership2.7%
Institutional Ownership107.9%
Short Float58.0%
% of All Funds Holding1.56%
Number of Funds Holding128

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$8.83Near-term / short-term trend
Weekly40-Week SMA$21.06Medium-term trend
Weekly80-Week SMA$24.94Cyclical trend (business cycle)
Weekly200-Week SMA$22.02Secular trend (multi-year)
Monthly10-Month SMA$21.66Near-term monthly trend
Monthly20-Month SMA$24.90Medium-term monthly trend
Monthly40-Month SMA$22.04Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$13.00 resistance 1.42x 1 months ago
$15.80 resistance 1.01x 2 months ago
$30.00 resistance 1.94x 4 months ago
$47.00 resistance 3.14x 6 months ago

Historical Earnings Reactions (20 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.10% 0.92% 60.00% 8.03% -23.12%
1 Day -1.22% -1.75% 45.00% 14.04% -20.82%
1 Week -1.02% 0.41% 50.00% 23.38% -33.43%
2 Weeks 2.59% 2.06% 52.63% 33.00% -30.19%
1 Month -0.01% -3.33% 47.37% 27.60% -41.94%

Next earnings: July 30, 2026 (63 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.10% 43.7% 229
Tuesday -0.15% 48.0% 256
Wednesday 0.40% 51.8% 253
Thursday -0.27% 46.3% 246
Friday -0.44% 49.8% 249

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 107.9%

Insider Transactions — Smart Summary

Total insider ownership: 2.7%

Founder-led management: James McCollum (Co-Founder & Director)

12-Month Insider Activity Summary

Total Filings14
Net Value+$125,480.623
Net Shares Change-1,831,383
% of Float-9.9%
C-Suite Filings4
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Versant Venture Capital VI, L.P. -$43.9M 5 10 sell
Schimmelpennink Evert B. President, CEO and Secretary +$251,410.595 1 1 buy
MCCOLLUM JAMES W +$239,278.2 1 1 buy
Chevallard Daniel R. Chief Financial Officer +$114,292.029 2 2 buy
George Jeffrey P. +$49,890.146 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-11-07 – 2025-11-19 3 3 +$49,073.229 2 C-suite
2026-03-30 – 2026-03-30 3 3 +$365,575.741 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-30 Schimmelpennink Evert B. President, CEO and Secretary +$251,410.595 Transaction at $8.95, now -13.6%
2026-03-30 Chevallard Daniel R. Chief Financial Officer +$64,275 Transaction at $8.57, now -9.8%
2026-03-30 George Jeffrey P. +$49,890.146 Transaction at $8.92, now -13.4%
2025-11-07 Chevallard Daniel R. Chief Financial Officer +$50,017.029 Transaction at $22.76, now -66.0%
2025-10-02 Versant Venture Capital VI, L.P. -$10.4M Transaction at $46.01, now -83.2%
2025-08-19 Versant Venture Capital VI, L.P. -$10.3M Transaction at $39.33, now -80.3%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for LENZ Therapeutics Inc (LENZ) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for LENZ on Trend Edge →