PBYI Puma Biotechnology Inc - Common Stock
NASDAQ · Biotechnology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$9.51
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$4.5852w low
$10.1052w high
Market Cap (MRQ)
$486M
P/E (TTM)
18.3
EPS (TTM)
$0.52
Revenue (TTM)
$231M
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52W Range
$5–$10
Analyst Rating
HOLD
Price Target
$6
P/E
18.3
ROE
22.0%
Net Profit Margin
11.6%
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PBYI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$9.51
Market Cap (MRQ)
$486M
P/E (TTM)
18.3
EPS (TTM)
$0.52
Revenue (TTM)
$231M
ROE (TTM)
22.0%
Debt/Equity (MRQ)
0.0
52W Range
$5–$10
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About Puma Biotechnology Inc - Common Stock Company overview from Wikipedia
Puma Biotechnology is a publicly traded biopharmaceutical company (NASDAQ: PBYI) headquartered in Los Angeles, CA.
Creation
Puma was founded in September 2010 by Alan Auerbach to identify and in-license compounds that were already in clinical development. This was the same business plan Auerbach had followed at Cougar Biotechnology, which he founded in 2003, and through which he in-licensed abiraterone acetate from BTG plc. Cougar further developed abiraterone before the company was sold to Johnson & Johnson in 2009. Auerbach brought many Cougar employees with him after founding Puma in 2010.
Funding for development
In August 2011 Puma licensed two drug candidates from Pfizer: neratinib (PB272) and an analog (PB357) to serve as a backup candidate.
As part of an approximately $60 million financing round in October 2011, Puma entered into a reverse merger with the shell company Innovative Acquisitions Corp., formed in 2007. In April 2012 the company's stock began trading over the counter. In October 2012 the company raised around $138 million and its shares were listed on the New York Stock Exchange.
In 2016 Puma discovered that Robert Gadimian, senior director of regulatory affairs, had twice bought and sold stock based on his knowledge of unpublished clinical trial results; Puma quickly fired him after conducting an internal investigation and reported the insider trading to the SEC.
Approval and licensing of neratinib
In March 2016 Puma held a pre-NDA meeting with the FDA in which the FDA raised concerns about the design and conduct of clinical trials that Puma had run and recommended that Puma not file the NDA with that data.
Puma did file the NDA, and in May 2017 an FDA review panel recommended that the FDA approve neratinib but raised concerns that the intended use was too broad and should be limited to people with specific mutations. The FDA's briefing document to the panel had raised concerns about the marginal benefit of the drug and the side effects. In July 2017 the FDA approved neratinib for use in preventing the return of breast cancer after treatment that included trastuzumab and without any need for genetic testing, and with warnings about the risk of severe diarrhea. U.S. sales of neratinib totaled $200.5 million in 2018.
In January 2018 an EMA committee gave a negative review to neratinib. In June 2018 this same EMA committee recommended the approval of neratinib, which received European Commission (EC) approval in September 2018.
In 2019 Puma licensed commercialization rights in Europe and part of Africa to Pierre Fabre for an upfront payment of $60 million and milestone payments that could reach $345 million. Previously, Puma licensed rights in Greater China to CANbrdige Life Sciences, rights in Israel to Medison Pharma, rights in Canada to Knight Therapeutics, rights in South East Asian to Specialised Therapeutics and rights in Latin America to Pint Pharma.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorHealthcare
industryBiotechnology
employees179
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$228M2017-12-31 → 2025-12-31
EPS$0.612020-12-31 → 2025-12-31
Free Cash Flow$42M2016-12-31 → 2025-12-31
Net margin11.6%2017-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | PBYI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 18.35Y avg ≈5.0 | ≈5.0 | · | · | |
| P/S (TTM) | 2.15Y avg ≈0.8 | ≈0.8 | 7.3 | Undervalued | |
| P/B (MRQ) | 3.55Y avg ≈-6.8 | ≈-6.8 | 3.0 | Fair value | |
| EV / EBITDA | 11.05Y avg ≈26.1 | ≈26.1 | · | · | |
| Price / FCF (TTM) | 11.85Y avg ≈2.7 | ≈2.7 | · | · | |
| Price / Cash Flow (TTM) | 11.85Y avg ≈2.7 | ≈2.7 | · | · | |
| EV / Revenue (TTM) | 1.75Y avg ≈0.8 | ≈0.8 | · | · | |
| EV / FCF (TTM) | 9.55Y avg ≈2.1 | ≈2.1 | · | · | |
| Price / Tangible Book | 5.4 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | PBYI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 13.2%5Y avg ≈10.9% | ≈10.9% | -191.1% | Top tier | |
| EBITDA Margin | 16.3%5Y avg ≈10.9% | ≈10.9% | -184.7% | Top tier | |
| Pretax Margin (TTM) | 13.5%5Y avg ≈4.9% | ≈4.9% | -113.8% | Top tier | |
| Net Profit Margin (TTM) | 11.6%5Y avg ≈4.9% | ≈4.9% | -181.7% | Top tier | |
| ROA (TTM) | 13.8%5Y avg ≈5.1% | ≈5.1% | -17.8% | Top tier | |
| ROE (TTM) | 22.0%5Y avg ≈109.2% | ≈109.2% | -18.7% | Top tier | |
| ROIC | 21.2%5Y avg ≈13.5% | ≈13.5% | -22.3% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | PBYI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.05Y avg ≈-6.5 | ≈-6.5 | · | · | |
| Current Ratio (MRQ) | 2.95Y avg ≈1.6 | ≈1.6 | 12.6 | Low liquidity | |
| Quick Ratio (MRQ) | 2.65Y avg ≈1.5 | ≈1.5 | 2.9 | Low liquidity | |
| Long-Term Debt / Equity (MRQ) | 0.05Y avg ≈-6.7 | ≈-6.7 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PBYI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -0.91%5Y avg ≈0.56% | ≈0.56% | · | · | |
| Revenue CAGR 3Y | 0.05%5Y avg ≈-0.50% | ≈-0.50% | · | · | |
| Revenue CAGR 5Y | 0.29% | · | · | · | |
| EPS YoY | -1.6% | · | · | · | |
| Net Income YoY | 2.8%5Y avg ≈359831.0% | ≈359831.0% | · | · | |
| Net Income CAGR 3Y | 2396.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | PBYI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.15Y avg ≈1.0 | ≈1.0 | 0.1 | Top tier | |
| Inventory Turnover | 8.25Y avg ≈9.7 | ≈9.7 | · | · | |
| Receivables Turnover | 5.35Y avg ≈6.3 | ≈6.3 | · | · | |
| Revenue / Employee | ≈$1.3M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
171.8%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 5, 2026 | $0.16 | $0.04 | 292.2% |
| March 31, 2026 | $-0.07 | $-0.13 | 47.2% | |
| Dec. 31, 2025 | $0.26 | $0.23 | 12.3% | |
| Sept. 30, 2025 | $0.17 | $0.05 | 270.4% | |
| June 30, 2025 | $0.12 | $0.10 | 14.6% | |
| March 31, 2025 | $0.06 | $-0.02 | 394.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $228M | $230M | $236M | $228M | $253M | $225M | $272M | $251M | $28M | |
| Cost of Revenue | $58M | $64M | $63M | $55M | $64M | $39M | $37M | $35M | $6M | |
| R&D Expense | · | · | · | · | $72M | $98M | $133M | $165M | $208M | |
| SG&A Expense | $71M | $80M | $90M | $90M | $116M | $118M | $142M | $146M | $107M | |
| Operating Expenses | $191M | $200M | $203M | $204M | $252M | $256M | $311M | $346M | $320M | |
| Operating Income | $37M | $31M | $33M | $24M | $1M | $-30M | $-39M | $-95M | $-292M | |
| Interest Expense | · | · | $13M | $12M | $13M | $14M | $15M | $11M | $720.0K | |
| Interest Income | $4M | $5M | $3M | $813.0K | $160.0K | $489.0K | $3M | $2M | $1M | |
| Other Non-op | $1M | $862.0K | $759.0K | $-28.0K | $292.0K | $367.0K | $128.0K | $-714.0K | $-101.0K | |
| Pretax Income | $36M | $24M | $23M | $457.0K | $-29M | $-60M | $-76M | $-114M | · | |
| Income Tax | $5M | $-6M | $1M | $455.0K | $324.0K | $207.0K | $53.0K | $17.0K | $0 | |
| Net Income | $31M | $30M | $22M | $2.0K | $-29M | $-60M | $-76M | $-114M | $-292M | |
| EPS (Basic) | $0.62 | $0.62 | $0.46 | $0.00 | $-0.72 | $-1.52 | $-75595.00 | · | · | |
| EPS (Diluted) | $0.61 | $0.62 | $0.45 | $0.00 | $-0.72 | $-1.52 | · | · | · | |
| Shares (Basic) | 50,011,485 | 48,648,701 | 47,134,331 | 44,674,501 | 40,638,852 | 39,576,107 | · | · | · | |
| Shares (Diluted) | 50,653,283 | 49,100,433 | 47,550,852 | 44,929,998 | 40,638,852 | 39,576,107 | · | · | · | |
| EBITDA | $37M | $31M | $33M | $24M | $1M | $-30M | $-39M | $-95M | $-292M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $30M | $69M | $85M | $76M | $63M | $85M | $60M | $108M | $82M | |
| Short-term Investments | $68M | $32M | $11M | $5M | $19M | $8M | $52M | $57M | · | |
| Receivables | $54M | $32M | $48M | $40M | $33M | $26M | $29M | $21M | $10M | |
| Inventory | $6M | $9M | $7M | $5M | $7M | $3M | $3M | $3M | $2M | |
| Prepaid Expense | $4M | $6M | $4M | $6M | $9M | $11M | $13M | $12M | $13M | |
| Other Current Assets | $256.0K | $91.0K | $912.0K | $2M | $447.0K | $4M | $323.0K | $2M | · | |
| Current Assets | $163M | $148M | $156M | $134M | $140M | $146M | $166M | $203M | $106M | |
| PP&E (Net) | $187.0K | $515.0K | $855.0K | $1M | $2M | $2M | $3M | $4M | $4M | |
| PP&E (Gross) | $5M | $8M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Accum. Depreciation | $5M | $8M | $8M | $7M | $7M | $6M | $6M | $5M | $4M | |
| Intangibles | $41M | $51M | $61M | $71M | $66M | $74M | $40M | $44M | $48M | |
| Total Assets | $216M | $213M | $231M | $222M | $227M | $244M | $235M | $259M | $166M | |
| Accounts Payable | $5M | $6M | $7M | $6M | $11M | $12M | $19M | $21M | $28M | |
| Accrued Liabilities | $50M | $37M | $53M | $53M | $93M | $61M | $69M | $46M | $31M | |
| Current Liabilities | $81M | $96M | $99M | $77M | $110M | $114M | $91M | $67M | $58M | |
| Capital Leases | $5M | $1M | $7M | $12M | $16M | $20M | $23M | · | · | |
| Other Non-current Liabilities | $0 | $121.0K | $121.0K | · | · | · | · | · | · | |
| Total Liabilities | $86M | $121M | $177M | $200M | $229M | $250M | $217M | $225M | $112M | |
| Long-term Debt | $23M | $68M | $102M | $102M | $102M | $84M | $95M | $152M | $48M | |
| Total Debt | $23M | $67M | $100M | $98M | $97M | $98M | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $4.0K | |
| Retained Earnings | $-1.28B | $-1.31B | $-1.35B | $-1.37B | $-1.37B | $-1.34B | $-1.28B | $-1.20B | $-1.09B | |
| AOCI | $36.0K | $6.0K | $-4.0K | $0 | $-2.0K | $0 | $62.0K | $-12.0K | · | |
| Stockholders' Equity | $130M | $92M | $53M | $22M | $-2M | $-6M | $17M | $34M | $53M | |
| Liabilities + Equity | $216M | $213M | $231M | $222M | $227M | $244M | $235M | $259M | $166M | |
| Shares Outstanding | 50,408,023 | 49,105,834 | 47,646,787 | 46,345,660 | 41,175,507 | 40,086,387 | 39,203,304 | 38,325,037 | 37,594,851 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $12M | $12M | $10M | $11M | $10M | $8M | $7M | $3M | |
| Stock-based Comp | $7M | $8M | $10M | $12M | $33M | $37M | $57M | $87M | $109M | |
| Deferred Tax | $3M | $-7M | $0 | $0 | · | · | · | · | · | |
| Amort. of Intangibles | $10M | $10M | $8M | $8M | $8M | $6M | $4M | $4M | $2M | |
| Operating Cash Flow | $42M | $39M | $27M | $-16M | $21M | $773.0K | $22M | $-24M | $-172M | |
| CapEx | $71.0K | $56.0K | $140.0K | $0 | $0 | $46.0K | $306.0K | $439.0K | $431.0K | |
| Investing Cash Flow | $-36M | $-20M | $-19M | $7M | $-11M | $33M | $5M | $-58M | $-15M | |
| Debt Issued | · | · | · | · | · | · | $25M | $105M | $50M | |
| Net Debt Issued | · | · | · | · | · | · | $25M | $105M | $50M | |
| Financing Cash Flow | $-45M | $-34M | $0 | $12M | $-32M | $-10M | $-67M | $108M | $75M | |
| Net Change in Cash | $-40M | $-15M | $8M | $4M | $-22M | $24M | $-40M | $27M | $-113M | |
| Taxes Paid | $1M | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $42M | $39M | $27M | $-16M | $21M | · | · | $-25M | $-173M | |
| Levered FCF | · | · | $14M | $-16M | $8M | · | · | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% | -13.5% | -14.4% | -37.7% | -1056.1% | |
| Net Margin | 13.6% | 13.1% | 9.2% | 0.00% | -11.5% | -26.7% | -27.8% | -45.2% | -1054.6% | |
| Pretax Margin | 15.7% | 10.5% | 9.6% | 0.20% | -11.4% | -26.6% | · | · | · | |
| EBITDA Margin | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% | -13.5% | -14.4% | -37.7% | -1056.1% | |
| ROA | 14.5% | 13.6% | 9.5% | 0.00% | -12.4% | -25.0% | -30.6% | -53.5% | -139.6% | |
| ROE | 26.5% | 37.1% | 46.8% | 0.01% | 435.8% | 1873.7% | -436.4% | -283.2% | -221.9% | |
| ROIC | 21.2% | 24.4% | 20.3% | 0.09% | 1.4% | -33.0% | · | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.5 | 1.6 | 1.7 | 1.3 | 1.3 | 1.8 | 3.0 | 1.8 | |
| Quick Ratio | 1.9 | 1.4 | 1.4 | 1.6 | 1.0 | 1.0 | 1.5 | 2.8 | 1.6 | |
| Debt / Equity | 0.2 | 0.7 | 1.9 | 4.5 | -39.7 | -16.5 | · | · | · | |
| LT Debt / Equity | 0.0 | 0.2 | 1.2 | 4.5 | -39.7 | -14.1 | · | · | · | |
| Interest Coverage | · | · | 2.4 | 2.0 | 0.1 | -2.2 | -2.6 | -8.6 | -406.1 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.0 | 1.0 | 1.0 | 1.1 | 0.9 | 1.1 | 1.2 | 0.1 | |
| Inventory Turnover | 8.2 | 8.2 | 10.8 | 9.5 | 12.1 | · | · | 14.9 | 5.5 | |
| Receivables Turnover | 5.3 | 5.8 | 5.3 | 6.3 | 8.7 | 8.3 | 11.0 | 16.5 | 5.7 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2.59 | $1.88 | $1.12 | $0.52 | $-0.06 | $-0.15 | $0.45 | $0.90 | $1.42 | |
| Revenue / Share | $4.51 | $4.69 | $4.96 | $5.08 | · | · | · | · | · | |
| Cash Flow / Share | $0.83 | $0.79 | $0.57 | $-0.35 | · | · | · | · | · | |
| Cash / Share | $0.59 | $1.41 | $1.78 | $1.85 | $1.57 | $2.13 | $1.53 | $2.83 | $2.17 | |
| EPS (TTM) | $0.61 | $0.62 | $0.45 | $0.00 | $-0.72 | $-1.52 | · | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.91% | -2.2% | 3.3% | -9.9% | 12.5% | · | · | · | · | |
| Revenue CAGR 3Y | 0.05% | -3.1% | 1.5% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.29% | · | · | · | · | · | · | · | · | |
| EPS YoY | -1.6% | 37.8% | · | · | · | · | · | · | · | |
| Net Income YoY | 2.8% | 40.2% | 1079450.0% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2396.3% | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $228M | $230M | $236M | $228M | $253M | $225M | $272M | $251M | $28M | |
| Net Income TTM | $31M | $30M | $22M | $2.0K | $-29M | $-60M | $-76M | $-114M | $-292M | |
| Market Cap | $300M | $150M | $206M | $174M | $122M | $411M | $343M | $780M | $3.72B | |
| Enterprise Value | $225M | $116M | $210M | $191M | $137M | $416M | · | · | · | |
| P/E | 9.8 | 4.9 | 9.6 | · | -4.2 | -6.8 | · | · | · | |
| P/S | 1.3 | 0.6 | 0.9 | 0.8 | 0.5 | 1.8 | 1.3 | 3.1 | 134.2 | |
| P/B | 2.3 | 1.6 | 3.9 | 8.1 | -49.8 | -69.1 | 19.6 | 22.7 | 69.7 | |
| P / Tangible Book | 3.4 | 3.7 | · | · | · | · | · | · | · | |
| P / Cash Flow | 7.2 | 3.8 | 7.6 | -11.0 | 5.9 | 532.1 | 15.3 | -32.4 | -21.5 | |
| P / FCF | 7.2 | 3.9 | 7.7 | -11.0 | 5.9 | · | · | -31.8 | -21.5 | |
| EV / EBITDA | 6.0 | 3.7 | 6.4 | 8.1 | 106.1 | -13.7 | · | · | · | |
| EV / FCF | 5.4 | 3.0 | 7.8 | -12.1 | 6.6 | · | · | · | · | |
| EV / Revenue | 1.0 | 0.5 | 0.9 | 0.8 | 0.5 | 1.8 | · | · | · | |
| Earnings Yield | 10.2% | 20.3% | 10.4% | 0.00% | -23.7% | -14.8% | · | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $57M | $45M | $75M | $54M | $52M | $46M | $59M | $81M | $47M | $44M | $72M | $56M | $55M | $53M | $66M | $57M | |
| Cost of Revenue | $12M | $10M | $23M | $12M | $12M | $11M | $14M | $29M | $11M | $11M | $24M | $13M | $12M | $13M | $17M | $12M | |
| SG&A Expense | $18M | $18M | $18M | $17M | $18M | $18M | $17M | $17M | $25M | $22M | $20M | $23M | $24M | $22M | $25M | $24M | |
| Operating Expenses | $49M | $49M | $58M | $45M | $46M | $42M | $46M | $58M | $49M | $46M | $57M | $48M | $50M | $48M | $56M | $55M | |
| Operating Income | $8M | $-4M | $17M | $10M | $7M | $4M | $13M | $22M | $-2M | $-2M | $15M | $9M | $5M | $4M | $10M | $2M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $3M | · | $3M | $3M | $3M | · | $3M | |
| Interest Income | $831.0K | $1M | $977.0K | $1M | $956.0K | $1M | $1M | $1M | $1M | $972.0K | $719.0K | $689.0K | $660.0K | $537.0K | $519.0K | $216.0K | |
| Other Non-op | $9.0K | $130.0K | $143.0K | $115.0K | $410.0K | $359.0K | $268.0K | $347.0K | $156.0K | $91.0K | $641.0K | $74.0K | $86.0K | $-42.0K | $-204.0K | $64.0K | |
| Pretax Income | $8M | $-3M | $17M | $9M | $6M | $3M | $12M | $21M | $-4M | $-5M | $13M | $6M | $2M | $2M | $-5M | $-293.0K | |
| Income Tax | · | · | · | · | · | · | $-7M | $291.0K | $378.0K | $220.0K | $536.0K | $213.0K | $187.0K | $147.0K | $294.0K | $67.0K | |
| Net Income | $8M | $-4M | $13M | $9M | $6M | $3M | $19M | $20M | $-5M | $-5M | $12M | $6M | $2M | $1M | $-6M | $-360.0K | |
| EPS (Basic) | $0.16 | $-0.07 | $0.26 | $0.18 | $0.12 | $0.06 | $0.40 | $0.41 | $-0.09 | $-0.10 | $0.26 | $0.12 | $0.05 | $0.03 | $-0.12 | $-0.01 | |
| EPS (Diluted) | $0.16 | $-0.07 | $0.26 | $0.17 | $0.12 | $0.06 | $0.40 | $0.41 | $-0.09 | $-0.10 | $0.25 | $0.12 | $0.05 | $0.03 | $-0.12 | $-0.01 | |
| Shares (Basic) | 50,939,946 | 50,845,130 | · | 50,339,456 | 49,700,217 | 49,595,697 | · | 49,008,464 | 48,292,414 | 48,189,256 | · | 47,520,338 | 46,759,062 | 46,636,083 | · | 45,567,739 | |
| Shares (Diluted) | 52,596,589 | 50,845,130 | · | 50,929,893 | 50,144,704 | 49,906,341 | · | 49,173,361 | 48,292,414 | 48,189,256 | · | 47,819,234 | 47,201,185 | 47,157,904 | · | 45,567,739 | |
| EBITDA | $8M | $-4M | · | $10M | $7M | · | · | $22M | $-2M | $-2M | · | $9M | $5M | $4M | · | $2M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $37M | $36M | $30M | $54M | $55M | $63M | $69M | $67M | $67M | $77M | · | $82M | $60M | $61M | · | $78M | |
| Short-term Investments | $57M | $65M | $68M | $41M | $41M | $30M | $32M | $29M | $30M | $30M | · | $3M | $14M | $10M | · | $0 | |
| Receivables | $34M | $26M | $54M | $34M | $26M | $25M | $32M | $55M | $28M | $25M | · | $29M | $31M | $31M | · | $28M | |
| Inventory | $13M | $9M | $6M | $9M | $9M | $9M | $9M | $3M | $9M | $7M | · | $6M | $8M | $4M | · | $5M | |
| Prepaid Expense | $4M | $3M | $4M | $4M | $4M | $5M | $6M | $3M | $3M | $4M | · | $4M | $5M | $5M | · | $7M | |
| Other Current Assets | $199.0K | $196.0K | $256.0K | $230.0K | $73.0K | $98.0K | $91.0K | $236.0K | $241.0K | $255.0K | · | $2M | $573.0K | $449.0K | · | $4M | |
| Current Assets | $145M | $142M | $163M | $144M | $137M | $133M | $148M | $157M | $138M | $143M | · | $125M | $119M | $112M | · | $122M | |
| PP&E (Net) | $103.0K | $124.0K | $187.0K | $305.0K | $388.0K | $474.0K | $515.0K | $601.0K | $680.0K | $757.0K | · | $907.0K | $977.0K | $1M | · | $1M | |
| PP&E (Gross) | $3M | $3M | $5M | $7M | $8M | $8M | $8M | $9M | $9M | $9M | · | $9M | $9M | $9M | · | $9M | |
| Accum. Depreciation | $3M | $3M | $5M | $7M | $8M | $8M | $8M | $8M | $8M | $8M | · | $8M | $8M | $8M | · | $7M | |
| Intangibles | · | · | $41M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $193M | $193M | $216M | $203M | $195M | $196M | $213M | $221M | $205M | $214M | · | $204M | $200M | $196M | · | $199M | |
| Accounts Payable | $3M | $8M | $5M | $6M | $5M | $6M | $6M | $8M | $14M | $9M | · | $5M | $8M | $9M | · | $15M | |
| Accrued Liabilities | $45M | $38M | $50M | $37M | $32M | $27M | $37M | $51M | $39M | $38M | · | $34M | $35M | $34M | · | $40M | |
| Current Liabilities | $50M | $60M | $81M | $83M | $79M | $87M | $96M | $110M | $104M | $98M | · | $67M | $60M | $48M | · | $60M | |
| Capital Leases | $4M | $5M | $5M | $5M | $0 | $0 | $1M | $3M | $4M | $6M | · | $8M | $10M | $11M | · | $13M | |
| Other Non-current Liabilities | · | · | $0 | $0 | $0 | $0 | $121.0K | $121.0K | $121.0K | · | · | · | · | · | · | · | |
| Total Liabilities | $54M | $64M | $86M | $88M | $90M | $99M | $121M | $150M | $156M | $163M | · | $165M | $170M | $170M | · | $177M | |
| Long-term Debt | $0 | $11M | $23M | $34M | $45M | $57M | $67M | $79M | $91M | $102M | · | $102M | $102M | $102M | · | $102M | |
| Total Debt | $0 | $11M | · | $34M | $45M | · | · | $78M | $89M | $100M | · | $99M | $99M | $99M | · | $98M | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | · | $5.0K | $5.0K | $5.0K | · | $5.0K | |
| Retained Earnings | $-1.28B | $-1.29B | $-1.28B | $-1.30B | $-1.31B | $-1.31B | $-1.31B | $-1.33B | $-1.35B | $-1.35B | · | $-1.36B | $-1.36B | $-1.37B | · | $-1.36B | |
| AOCI | $-45.0K | $-31.0K | $36.0K | $19.0K | $-14.0K | $-11.0K | $6.0K | $26.0K | $-32.0K | $-26.0K | · | $-4.0K | $-6.0K | · | · | $0 | |
| Stockholders' Equity | $139M | $128M | $130M | $115M | $105M | $97M | $92M | $71M | $49M | $51M | $53M | $39M | $30M | $26M | $22M | $22M | |
| Liabilities + Equity | $193M | $193M | $216M | $203M | $195M | $196M | $213M | $221M | $205M | $214M | · | $204M | $200M | $196M | · | $199M | |
| Shares Outstanding | 51,102,687 | 50,879,204 | 50,408,023 | 50,384,274 | 49,892,725 | 49,615,174 | 49,105,834 | 49,067,348 | 48,460,120 | 48,214,663 | 47,646,787 | 47,542,790 | 46,947,153 | 46,663,599 | 46,345,660 | 45,608,814 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $3M | |
| Stock-based Comp | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $3M | $3M | $3M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $800.0K | $2M | $2M | $2M | $2M | $2M | |
| Operating Cash Flow | $2M | $15M | $14M | $10M | $14M | $4M | $16M | $11M | $1M | $11M | $10M | $11M | $3M | $3M | $8M | $17M | |
| CapEx | $0 | $0 | $-36.0K | $26.0K | $20.0K | $61.0K | $16.0K | $20.0K | $20.0K | $0 | $45.0K | $27.0K | · | · | $0 | $0 | |
| Investing Cash Flow | $8M | $2M | $-27M | $506.0K | $-11M | $2M | $-2M | $259.0K | $703.0K | $-19M | $-8M | $11M | $-5M | $-17M | $-12M | $8M | |
| Financing Cash Flow | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $0 | $0 | $0 | $0 | $0 | $2M | $-53.0K | |
| Net Change in Cash | $-2M | $7M | $-24M | $-1M | $-8M | $-6M | $2M | $114.0K | $-10M | $-8M | $2M | $22M | $-1M | $-15M | $-2M | $25M | |
| Free Cash Flow | · | $15M | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.4% | -8.5% | · | 17.6% | 12.7% | · | · | 27.4% | -4.6% | -5.2% | · | 15.3% | 9.0% | 8.3% | · | 4.2% | |
| Net Margin | 14.5% | -8.4% | · | 16.2% | 11.2% | · | · | 25.2% | -9.6% | -11.0% | · | 10.3% | 3.9% | 2.6% | · | -0.63% | |
| Pretax Margin | 14.6% | -7.6% | · | 17.0% | 11.8% | · | · | 25.6% | -8.8% | -10.5% | · | 10.7% | 4.2% | 2.9% | · | -0.51% | |
| EBITDA Margin | 13.4% | -8.5% | · | 17.6% | 12.7% | · | · | 27.4% | -4.6% | -5.2% | · | 15.3% | 9.0% | 8.3% | · | 4.2% | |
| ROA | 4.2% | -1.9% | · | 4.2% | 2.9% | · | · | 9.6% | -2.2% | -2.4% | · | 2.9% | 1.1% | 0.71% | · | -0.17% | |
| ROE | 6.7% | -3.3% | · | 9.5% | 7.6% | · | · | 37.0% | -11.5% | -12.5% | · | 19.0% | 8.5% | 8.5% | · | -6.4% | |
| ROIC | · | · | · | · | · | · | · | 14.6% | -1.7% | -1.6% | · | 6.0% | 3.5% | 3.2% | · | 2.5% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 2.4 | · | 1.7 | 1.7 | · | · | 1.4 | 1.3 | 1.5 | · | 1.9 | 2.0 | 2.3 | · | 2.0 | |
| Quick Ratio | 2.6 | 2.1 | · | 1.5 | 1.5 | · | · | 1.4 | 1.2 | 1.3 | · | 1.7 | 1.8 | 2.1 | · | 1.8 | |
| Debt / Equity | 0.0 | 0.1 | · | 0.3 | 0.4 | · | · | 1.1 | 1.8 | 2.0 | · | 2.6 | 3.3 | 3.8 | · | 4.4 | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.1 | · | · | 0.5 | 0.9 | 1.1 | · | 2.0 | 2.9 | 3.8 | · | 4.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -0.7 | · | 2.6 | 1.5 | 1.3 | · | 0.8 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.3 | 0.3 | · | · | 0.4 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 1.1 | 1.2 | · | 2.0 | 1.4 | · | · | 7.0 | 1.3 | 2.0 | · | 2.4 | 1.7 | 2.4 | · | 2.0 | |
| Receivables Turnover | 1.9 | 1.7 | · | 1.2 | 1.9 | · | · | 1.9 | 1.6 | 1.6 | · | 2.0 | 1.7 | 1.8 | · | 2.2 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2.71 | $2.52 | · | $2.29 | $2.10 | · | · | $1.45 | $1.00 | $1.06 | · | $0.81 | $0.65 | $0.55 | · | $0.49 | |
| Revenue / Share | $1.07 | $0.88 | · | $1.07 | $1.05 | · | · | $1.64 | $0.97 | $0.91 | · | $1.17 | $1.16 | $1.12 | · | $1.25 | |
| Cash Flow / Share | · | $0.30 | · | · | · | · | · | · | · | $0.23 | · | · | · | $0.06 | · | · | |
| Cash / Share | $0.71 | $0.71 | · | $1.06 | $1.10 | · | · | $1.37 | $1.39 | $1.59 | · | $1.72 | $1.28 | $1.32 | · | $1.71 | |
| EPS (TTM) | $0.52 | $0.48 | · | $0.75 | $0.99 | $0.28 | · | $0.47 | $0.18 | $0.32 | · | $0.08 | $-0.05 | $0.11 | · | $0.22 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $231M | $227M | · | $212M | $238M | $217M | · | $244M | $219M | $227M | · | $229M | $230M | $235M | · | $218M | |
| Net Income TTM | $27M | $24M | · | $37M | $48M | $14M | · | $23M | $9M | $15M | · | $4M | $-2M | $5M | · | $10M | |
| Market Cap | $414M | $325M | · | $268M | $171M | · | · | $125M | $158M | $256M | · | $125M | $166M | $144M | · | $108M | |
| Enterprise Value | $321M | $235M | · | $207M | $120M | · | · | $106M | $150M | $248M | · | $139M | $190M | $172M | · | $128M | |
| P/E | 15.6 | 13.3 | · | 7.1 | 3.5 | 10.6 | · | 5.4 | 18.1 | 16.6 | · | 32.9 | -70.6 | 28.1 | · | 10.8 | |
| P/S | 1.8 | 1.4 | · | 1.3 | 0.7 | · | · | 0.5 | 0.7 | 1.1 | · | 0.5 | 0.7 | 0.6 | · | 0.5 | |
| P/B | 3.0 | 2.5 | · | 2.3 | 1.6 | · | · | 1.8 | 3.3 | 5.0 | · | 3.2 | 5.5 | 5.6 | · | 4.9 | |
| P / Tangible Book | 3.0 | 2.5 | · | 2.3 | 1.6 | 1.5 | · | 1.8 | 3.3 | 5.0 | · | 3.2 | 5.5 | 5.6 | · | 4.9 | |
| P / Cash Flow | · | 21.1 | · | · | · | · | · | · | · | 22.7 | · | · | · | 54.6 | · | · | |
| EV / Revenue | 1.4 | 1.0 | · | 1.0 | 0.5 | · | · | 0.4 | 0.7 | 1.1 | · | 0.6 | 0.8 | 0.7 | · | 0.6 | |
| Earnings Yield | 6.4% | 7.5% | · | 14.1% | 28.9% | 9.5% | · | 18.4% | 5.5% | 6.0% | · | 3.0% | -1.4% | 3.6% | · | 9.3% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $228M | $230M | $236M | $228M | $253M |
| Operating Margin % | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% |
| Net Income | $31M | $30M | $22M | $2.0K | $-29M |
| Diluted EPS | $0.61 | $0.62 | $0.45 | $0.00 | $-0.72 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.2 | 0.7 | 1.9 | 4.5 | -39.7 |
| Current Ratio | 2.0 | 1.5 | 1.6 | 1.7 | 1.3 |
| Quick Ratio | 1.9 | 1.4 | 1.4 | 1.6 | 1.0 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $42M | $39M | $27M | $-16M | $21M |
Institutional owners (13F) 172 filers · $307.7M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
172
Value held
$307.7M
New positions
22
Exited positions
15
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 22 (-8 vs prior Q) | 15 (-1 vs prior Q) | 60 (-1 vs prior Q) | 53 (+16 vs prior Q) | +896K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ACORN CAPITAL ADVISORS, LLC | $33,504,835 | 4,131,299 | 10.89% | Shares |
| BlackRock, Inc. | $30,856,410 | 3,804,736 | 10.03% | Shares |
| VANGUARD GROUP INC | $22,596,600 | 3,797,748 | 7.34% | Shares |
| AMERICAN CENTURY COMPANIES INC | $18,815,168 | 2,319,996 | 6.11% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $14,891,687 | 1,836,213 | 4.84% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $14,887,065 | 1,835,643 | 4.84% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $14,805,608 | 1,825,599 | 4.81% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $12,311,629 | 1,518,014 | 4.00% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $10,864,667 | 1,339,405 | 3.53% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9,113,880 | 1,123,783 | 2.96% | Shares |
| STATE STREET CORP | $7,722,058 | 952,165 | 2.51% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $7,082,082 | 873,253 | 2.30% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6,420,006 | 791,616 | 2.09% | Shares |
| RITHOLTZ WEALTH MANAGEMENT | $6,080,862 | 749,798 | 1.98% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $5,881,307 | 725,192 | 1.91% | Shares |
| GOLDMAN SACHS GROUP INC | $5,426,855 | 669,156 | 1.76% | Shares |
| NORTHERN TRUST CORP | $5,290,851 | 652,386 | 1.72% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $5,214,292 | 642,946 | 1.69% | Shares |
| UBS Group AG | $5,164,131 | 636,761 | 1.68% | Shares |
| MILLENNIUM MANAGEMENT LLC | $4,884,166 | 602,240 | 1.59% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4,318,170 | 532,450 | 1.40% | Shares |
| SEI INVESTMENTS CO | $3,395,406 | 418,669 | 1.10% | Shares |
| GLOBEFLEX CAPITAL L P | $3,104,565 | 382,807 | 1.01% | Shares |
| Bank of New York Mellon Corp | $2,925,553 | 360,734 | 0.95% | Shares |
| D. E. Shaw & Co., Inc. | $2,565,542 | 316,343 | 0.83% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2,506,850 | 309,106 | 0.81% | Shares |
| Invesco Ltd. | $2,441,127 | 301,002 | 0.79% | Shares |
| Russell Investments Group, Ltd. | $2,207,818 | 272,234 | 0.72% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $2,182,158 | 269,070 | 0.71% | Shares |
| MORGAN STANLEY | $2,154,584 | 265,670 | 0.70% | Shares |
| FEDERATED HERMES, INC. | $2,033,712 | 250,766 | 0.66% | Shares |
| Empowered Funds, LLC | $1,786,763 | 220,316 | 0.58% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $1,764,290 | 217,545 | 0.57% | Shares |
| PRUDENTIAL FINANCIAL INC | $1,732,288 | 213,599 | 0.56% | Shares |
| JPMORGAN CHASE & CO | $1,730,866 | 211,339 | 0.56% | Shares |
| FMR LLC | $1,714,811 | 211,444 | 0.56% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $1,526,562 | 188,232 | 0.50% | Shares |
| FRANKLIN RESOURCES INC | $1,395,001 | 172,010 | 0.45% | Shares |
| Prospera Financial Services Inc | $1,287,530 | 158,762 | 0.42% | Shares |
| Haven Private, LLC | $1,203,913 | 148,448 | 0.39% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,140,161 | 140,587 | 0.37% | Shares |
| FIRST TRUST ADVISORS LP | $1,055,970 | 130,206 | 0.34% | Shares |
| Round Rock Advisors LLC | $1,045,476 | 128,912 | 0.34% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1,040,051 | 128,243 | 0.34% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $1,022,598 | 126,091 | 0.33% | Shares |
| STRS OHIO | $686,106 | 84,600 | 0.22% | Shares |
| Nuveen, LLC | $667,437 | 82,298 | 0.22% | Shares |
| EVERGREEN CAPITAL MANAGEMENT LLC | $597,960 | 73,731 | 0.19% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $596,085 | 73,500 | 0.19% | Shares |
| Trexquant Investment LP | $585,729 | 72,223 | 0.19% | Shares |
Activists & 5%+ owners 7 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Alan H. Auerbach ×6 filings | Dec. 13, 2022 | · | Initial filing | Passive investment | SEC |
| Kapil Munjal 2) | Oct. 4, 2011 | · | Initial filing | · | SEC |
| Faraaz Siddiqi 2) | Oct. 4, 2011 | · | Initial filing | · | SEC |
| Robert Johnson 2) | Oct. 4, 2011 | · | Initial filing | · | SEC |
| Robert Johnson | Nov. 21, 2007 | · | Initial filing | · | SEC |
| Undisclosed reporting person | Nov. 19, 2007 | · | Initial filing | · | SEC |
| Faraaz Siddiqi | Nov. 19, 2007 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 24 insiders · 10 officers · 12 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Alan H Auerbach | President and CEO | July 6, 2026 S | 7,261,671 | 0 | 3 | $-568,748 |
| Maximo F Nougues | Chief Financial Officer | July 6, 2026 S | 230,637 | 0 | 3 | $-141,703 |
| Douglas M Hunt | The Reporting Person is the Senior Vice President of Regulatory Affairs of the Issuer. | July 6, 2026 S | 196,841 | 0 | 3 | $-122,564 |
| Jeffrey Jerome Ludwig | Chief Commercial Officer | Feb. 7, 2025 A | 156,792 | 0 | 0 | $0 |
| Alvin F Wong | Chief Scientific Officer | Feb. 12, 2024 A | 141,241 | 0 | 0 | $0 |
| Richard Paul Bryce | Title of Reporting Person: Chief Medical and Scientific Officer | April 5, 2021 S | 121,662 | 0 | 0 | $0 |
| Steven Lo | Chief Commercial Officer | July 22, 2019 S | 19,557 | 0 | 0 | $0 |
| Charles R Eyler | Title of Reporting Person: Senior Vice President, Finance and Administration and Treasurer | Feb. 4, 2019 S | 31,957 | 0 | 0 | $0 |
| Robert Charnas | The Reporting Person is the Senior Vice President of Regulatory Affairs and Project Management of the Issuer. | Feb. 16, 2017 A | 26,453 | 0 | 0 | $0 |
| Richard Benton Phillips | The Reporting Person is the Interim Head of Regulatory Affairs, Quality Assurance and Pharmacovigilance of the Issuer. | April 15, 2016 A | · | 0 | 0 | $0 |
| Alessandra Cesano | Director | Sept. 14, 2026 M | 56,700 | 0 | 1 | $-566,808 |
| Troy Edward Wilson | Director | Sept. 14, 2026 S | 54,750 | 0 | 2 | $-123,260 |
| Brian M Stuglik | Director | June 12, 2026 S | 113,858 | 0 | 1 | $-58,320 |
| Allison Dorval | Director | June 12, 2026 S | 90,780 | 0 | 1 | $-83,592 |
| Adrian Senderowicz | Director | June 12, 2026 S | 27,000 | 0 | 1 | $-194,400 |
| Jay M Moyes | Director | June 12, 2026 S | 58,322 | 0 | 1 | $-158,840 |
| MILLER MICHAEL PATRICK | Director | June 11, 2026 A | 81,000 | 0 | 1 | $-97,200 |
| Ann Calby Miller | Director | June 15, 2021 A | 40,732 | 0 | 0 | $0 |
| Hugh O'Dowd | Director | June 9, 2020 A | 25,748 | 0 | 0 | $0 |
| Frank Zavrl | Director | June 9, 2020 A | 50,993 | 0 | 0 | $0 |
| Thomas Malley | Director | Dec. 15, 2014 A | 156,551 | 0 | 0 | $0 |
| Faraaz Siddiqi | · | Oct. 4, 2011 D | 0 | 0 | 0 | $0 |
| Kapil Munjal | · | Oct. 4, 2011 D | 0 | 0 | 0 | $0 |
| Robert Andrew Johnson | · | Oct. 4, 2011 D | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 25 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| ROSC · Lattice Strategies Trust | 0.71% | 55,155 NS | July 31, 2026 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0.56% | 231,071 SH | Oct. 1, 2026 | Daily |
| IWC · iShares Trust | 0.10% | 149,805 SH | Sept. 11, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.06% | 34,260 SH | Aug. 19, 2026 | Daily |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0.03% | 3,640 SH | Oct. 1, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.02% | 55,175 SH | Oct. 1, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 32,358 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.01% | 1,181,450 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.01% | 21,135 NS | July 31, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.01% | 16,014 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 254,380 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.01% | 172,951 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 170,404 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.01% | 81,441 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 3,611 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.00% | 67,004 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.00% | 6,348 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 12,537 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 15,090 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 12,376 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 446,899 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,343,121 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.00% | 7,680 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,979 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 357,993 SH | Sept. 11, 2026 | Daily |
PBYI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 6 analysts
SELL
Median target
$6.00
-36.9%
0 0.0%
Strong Buy
0 0.0%
Buy
3 50.0%
Hold
1 16.7%
Sell
2 33.3%
Strong Sell
12-Month Price Target
1 analysts · 2026-08-18Mean target $6.00 -36.9%
Low$6.00
Mean$6.00
High$6.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| PBYI | $300M | 9.8 | -0.91% | 13.6% | 26.5% | · |
| ALLO | $314M | -1.6 | -76.8% | · | -59.9% | · |
| PROK | · | · | 1075.0% | -7725.2% | 6.9% | · |
| MNPR | · | · | · | · | · | · |
| CAPR | $1.66B | -12.8 | -11.6% | · | -51.1% | · |
| NGNE | $319M | -4.9 | · | · | -33.6% | · |
| RGNX | $733M | -3.8 | 104.5% | -113.8% | -122.5% | · |
| OVID | $212M | -4.0 | 1181.3% | -240.1% | -18.7% | · |
| ASMB | $539M | -61.8 | 153.5% | -8.5% | -5.5% | · |
| TECX | $391M | -5.2 | · | · | -27.7% | · |
| DMAC | $428M | · | · | · | -78.7% | · |
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Source: SEC 10-Q filed Aug 6, 2026