HALO Earnings
Tuesday, May 05 2026
EPS Estimate
$1.52
$1.40 – $1.59
Revenue Estimate
$359M
Current Price
$69.29
Our Position
bullish · highAnalysts boost price targets post strong earnings and 2026 guidance
est. revisions rising
(+16.9pp / 30d)
Three major investment banks raising targets in a single day after earnings suggests strong institutional conviction in the company's near-term trajectory. Morgan Stanley's 21% upside and Benchmark's aggressive Buy positioning indicate the Street sees meaningful runway ahead — this isn't a hold, it's a buy signal.
Watch: Monitor Q1 2026 results for evidence that the forward guidance is tracking to plan, especially royalty and partnership revenue contributions. Any miss on ENHANZE or the newer platform contributions (Hypercon, Surf Bio) would challenge the bullish narrative.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
26.2
Est. Revisions (30d)
+0.1% 1up/1dn
Analyst Target (mean)
$85 $57–$96 +23%
Options P/C Ratio
0.21
Est. Dispersion
11% 5 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, Bridgewater, Two Sigma, D.E. Shaw
Recent Activity
insider trades
92 transactions
Sell
·
TORLEY HELEN I (Chief Executive Officer)
·10,000 shares
·$634,982
Exercise
·
TORLEY HELEN I (Chief Executive Officer)
·10,000 shares
·$120,700
Sell
·
TORLEY HELEN I (Chief Executive Officer)
·40,000 shares
·$2,592,237
Exercise
·
TORLEY HELEN I (Chief Executive Officer)
·40,000 shares
·$482,800
Sell
·
CAUDILL CORTNEY (Chief Operating Officer)
·28,857 shares
·$1,955,160
87 more
Exercise
·
CAUDILL CORTNEY
·21,546 shr
·$722,006
Sell
·
TORLEY HELEN I
·50,000 shr
·$3,476,157
Exercise
·
TORLEY HELEN I
·50,000 shr
·$603,500
Other
·
SNYDER MARK HOWARD
·12,343 shr
Other
·
LABROSSE NICOLE
·12,020 shr
Other
·
TORLEY HELEN I
·39,193 shr
Other
·
CAUDILL CORTNEY
·2,666 shr
Other
·
SNYDER MARK HOWARD
·16,812 shr
Other
·
LABROSSE NICOLE
·23,773 shr
Other
·
TORLEY HELEN I
·89,055 shr
Sell
·
TORLEY HELEN I
·50,000 shr
·$3,853,503
Sell
·
CONNAUGHTON BERNADETTE M.
·2,000 shr
·$140,500
Other
·
SNYDER MARK HOWARD
·7,611 shr
Sell
·
CONNAUGHTON BERNADETTE M.
·829 shr
·$59,356
Sell
·
TORLEY HELEN I
·16,569 shr
·$1,141,925
Exercise
·
TORLEY HELEN I
·16,569 shr
·$134,375
Other
·
TORLEY HELEN I
·25,000 shr
Sell
·
TORLEY HELEN I
·60,000 shr
·$4,167,930
Exercise
·
TORLEY HELEN I
·60,000 shr
·$486,600
Sell
·
CONNAUGHTON BERNADETTE M.
·2,000 shr
·$136,960
Sell
·
CAUDILL CORTNEY
·4,263 shr
·$277,905
Other
·
CAUDILL CORTNEY
·9,326 shr
Sell
·
TORLEY HELEN I
·60,000 shr
·$4,311,745
Sell
·
CONNAUGHTON BERNADETTE M.
·2,000 shr
·$150,481
Sell
·
LABROSSE NICOLE
·2,227 shr
·$173,584
Sell
·
LABROSSE NICOLE
·20,000 shr
·$1,514,267
Exercise
·
LABROSSE NICOLE
·12,406 shr
·$150,217
Sell
·
TORLEY HELEN I
·60,000 shr
·$4,444,626
Sell
·
CONNAUGHTON BERNADETTE M.
·4,000 shr
·$294,736
Sell
·
TORLEY HELEN I
·60,000 shr
·$3,817,389
Sell
·
TORLEY HELEN I
·60,000 shr
·$3,387,517
Sell
·
TORLEY HELEN I
·60,000 shr
·$3,185,280
Other
·
SNYDER MARK HOWARD
·5,035 shr
Award
·
CONNAUGHTON BERNADETTE M.
·4,165 shr
Award
·
MIYASHITA AKIKO MONI
·4,165 shr
Award
·
KRISHNAN MAHESH M.D., MPH
·4,165 shr
Award
·
DUNCAN BARBARA GAYLE
·4,165 shr
Award
·
HENDERSON JEFFREY WILLIAM
·4,165 shr
Award
·
POSARD MATTHEW L
·4,165 shr
Sell
·
HENDERSON JEFFREY WILLIAM
·4,497 shr
·$271,467
Sell
·
HENDERSON JEFFREY WILLIAM
·503 shr
·$32,217
Sell
·
HENDERSON JEFFREY WILLIAM
·5,000 shr
·$293,458
Sell
·
LABARRE MICHAEL J.
·21,697 shr
·$1,260,681
Other
·
SNYDER MARK HOWARD
·7,012 shr
Other
·
LABROSSE NICOLE
·6,688 shr
Other
·
LABARRE MICHAEL J.
·4,747 shr
Other
·
TORLEY HELEN I
·22,436 shr
Other
·
SNYDER MARK HOWARD
·22,205 shr
Other
·
LABROSSE NICOLE
·29,085 shr
Other
·
LABARRE MICHAEL J.
·34,652 shr
Other
·
TORLEY HELEN I
·122,786 shr
Sell
·
HENDERSON JEFFREY WILLIAM
·5,000 shr
·$281,517
Sell
·
HENDERSON JEFFREY WILLIAM
·10,000 shr
·$500,060
Other
·
MATSUI CONNIE L
·10,470 shr
Other
·
TORLEY HELEN I
·10,000 shr
Sell
·
LABARRE MICHAEL J.
·20,000 shr
·$1,070,059
Exercise
·
LABARRE MICHAEL J.
·20,000 shr
·$381,255
Sell
·
TORLEY HELEN I
·20,000 shr
·$1,065,743
Exercise
·
TORLEY HELEN I
·20,000 shr
·$277,400
Sell
·
TORLEY HELEN I
·30,000 shr
·$1,706,440
Exercise
·
TORLEY HELEN I
·30,000 shr
·$416,100
Sell
·
LABARRE MICHAEL J.
·20,000 shr
·$1,249,096
Exercise
·
LABARRE MICHAEL J.
·20,000 shr
·$333,000
Sell
·
TORLEY HELEN I
·30,000 shr
·$1,773,790
Exercise
·
LABARRE MICHAEL J.
·5,580 shr
·$102,728
Sell
·
LABARRE MICHAEL J.
·20,000 shr
·$1,228,020
Sell
·
TORLEY HELEN I
·30,000 shr
·$1,714,451
Sell
·
POSARD MATTHEW L
·29,881 shr
·$1,689,294
Sell
·
LABARRE MICHAEL J.
·20,000 shr
·$1,100,023
Exercise
·
LABARRE MICHAEL J.
·20,000 shr
·$232,954
Sell
·
LABROSSE NICOLE
·5,000 shr
·$269,662
Exercise
·
LABROSSE NICOLE
·5,000 shr
·$112,500
Sell
·
LABROSSE NICOLE
·30,000 shr
·$1,557,940
Exercise
·
LABROSSE NICOLE
·30,000 shr
·$675,000
Sell
·
LABARRE MICHAEL J.
·10,000 shr
·$494,260
Exercise
·
LABARRE MICHAEL J.
·10,000 shr
·$81,100
Sell
·
POSARD MATTHEW L
·20,000 shr
·$1,006,300
Sell
·
LABARRE MICHAEL J.
·20,000 shr
·$905,480
Exercise
·
LABARRE MICHAEL J.
·20,000 shr
·$162,200
Award
·
MATSUI CONNIE L
·6,501 shr
Award
·
MIYASHITA AKIKO MONI
·6,501 shr
Award
·
KRISHNAN MAHESH M.D., MPH
·6,501 shr
Award
·
DUNCAN BARBARA GAYLE
·6,501 shr
Award
·
HENDERSON JEFFREY WILLIAM
·6,501 shr
Award
·
POSARD MATTHEW L
·6,501 shr
Award
·
CONNAUGHTON BERNADETTE M.
·6,501 shr
Sell
·
LABARRE MICHAEL J.
·20,000 shr
·$768,390
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