IOVA Earnings
Thursday, May 07 2026
EPS Estimate
$-0.14
$-0.18 – $-0.08
Revenue Estimate
$79M
Current Price
$3.70
Our Position
bullishUBS doubles target to $4; Wells Fargo holds $14 bull case
structured data
est. revisions falling
(-13.3pp / 30d)
UBS's target raise validates real-world clinical data momentum but the neutral rating suggests limited near-term catalyst clarity, while Wells Fargo's aggressive $14 target depends on Amtagvi adoption accelerating faster than current burn rates support. Analyst disagreement this wide signals execution risk remains the key variable.
Watch: Next quarterly prescriber uptake and patient starts will determine if Wells Fargo's bull case or UBS's caution is justified—adoption velocity is the bridge between current losses and profitability.
Data Signal Summary
2 bullish
2 bearish
Estimates down -4%
Insider buying cluster
Put/call 0.1 (bullish skew)
Price downtrend
Key Context
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-7.7%
Est. Revisions (30d)
-3.6% 3up/1dn
Analyst Target (mean)
$9 $4–$16 +143%
Options P/C Ratio
0.08
Est. Dispersion
69% 8 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, Two Sigma, Renaissance
Recent Activity
insider trades
41 transactions
Other
·
BILINSKY IGOR P (Chief Operating Officer)
·31,246 shares
Other
·
VOGT FREDERICK G (Chief Executive Officer)
·62,493 shares
Other
·
GRAF FINCKENSTEIN FRIEDRICH (Officer)
·31,246 shares
Other
·
PURI RAJ K (Officer)
·39,059 shares
Other
·
BILINSKY IGOR P (Chief Operating Officer)
·12,307 shares
36 more
Other
·
VOGT FREDERICK G
·52,087 shr
Other
·
GRAF FINCKENSTEIN FRIEDRICH
·12,697 shr
Other
·
PURI RAJ K
·5,470 shr
Other
·
KIRBY DANIEL GORDON
·120,000 shr
Other
·
KIRBY DANIEL GORDON
·39,996 shr
Other
·
BILINSKY IGOR P
·12,305 shr
Other
·
VOGT FREDERICK G
·52,086 shr
Other
·
GRAF FINCKENSTEIN FRIEDRICH
·12,695 shr
Other
·
PURI RAJ K
·5,469 shr
Other
·
BILINSKY IGOR P
·12,306 shr
Buy
·
KIRBY DANIEL GORDON
·30,000 shr
·$55,200
Other
·
VOGT FREDERICK G
·52,085 shr
Other
·
BELLEMIN JEAN-MARC
·8,789 shr
Buy
·
PURI RAJ K
·5,600 shr
·$9,743
Buy
·
VOGT FREDERICK G
·25,000 shr
·$42,250
Other
·
PURI RAJ K
·8,334 shr
Other
·
BILINSKY IGOR P
·62,106 shr
Other
·
VOGT FREDERICK G
·223,943 shr
Other
·
BELLEMIN JEAN-MARC
·58,590 shr
Other
·
GRAF FINCKENSTEIN FRIEDRICH
·62,497 shr
Other
·
PURI RAJ K
·59,999 shr
Other
·
BILINSKY IGOR P
·2,813 shr
Other
·
VOGT FREDERICK G
·20,835 shr
Other
·
GRAF FINCKENSTEIN FRIEDRICH
·2,813 shr
Other
·
BILINSKY IGOR P
·3,516 shr
Other
·
VOGT FREDERICK G
·10,417 shr
Other
·
GRAF FINCKENSTEIN FRIEDRICH
·3,906 shr
Sell
·
MAYNARD RYAN D
·50,000 shr
·$503,000
Exercise
·
MAYNARD RYAN D
·50,000 shr
·$372,500
Other
·
VOGT FREDERICK G
·20,834 shr
Other
·
BILINSKY IGOR P
·26,954 shr
Other
·
VOGT FREDERICK G
·57,292 shr
Other
·
BELLEMIN JEAN-MARC
·23,438 shr
Other
·
GRAF FINCKENSTEIN FRIEDRICH
·27,345 shr
Other
·
BILINSKY IGOR P
·2,812 shr
Other
·
GRAF FINCKENSTEIN FRIEDRICH
·2,812 shr
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