LENZ Therapeutics: Speculative But Strong Buy [Seeking Alpha]
LENZ Therapeutics, Inc. (LENZ)
Company Research
Source: Seeking Alpha
I estimate a bit conservative base-case fair value of $25 per share, implying ~200% upside from current levels, driven by US and international partnerships. Key forward driver is Vizz refill rates, with management set to disclose actual refill percentages in H2; side effect fears remain demand headwinds. Despite extreme uncertainty typical of one-product biotechs, I maintain a speculative but strong buy for small positions, citing favorable risk/reward. kumikomini/iStock via Getty Images Article Thesis My first article about LENZ Therapeutics, Inc. LENZ ), dates from April of last year, when I initiated a small stock position (about 0.25x size) around $21, due to a high probability of approval for their aceclidine-based This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of LENZ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving
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LENZ
News
- The Consensus EPS Estimates For LENZ Therapeutics, Inc. (NASDAQ:LENZ) Just Fell Dramatically [Yahoo! Finance]Yahoo! Finance
- Why Lenz Therapeutics Stock Plummeted by Almost 20% This Week [Yahoo! Finance]Yahoo! Finance
- LENZ Therapeutics: Q4 Results Highlight A Worrying Lack Of Market Demand (Rating Downgrade) [Seeking Alpha]Seeking Alpha
- LENZ Therapeutics (LENZ) had its price target lowered by Citigroup Inc. from $52.00 to $26.00. They now have a "buy" rating on the stock.MarketBeat
- LENZ Therapeutics (LENZ) had its price target lowered by Bank of America Corporation from $35.00 to $29.00. They now have a "buy" rating on the stock.MarketBeat
LENZ
Earnings
- 3/24/26 - Miss
LENZ
Sec Filings
- 4/8/26 - Form SCHEDULE
- 3/30/26 - Form 4
- 3/30/26 - Form 4
- LENZ's page on the SEC website