Monte Rosa Therapeutics, Inc.
GLUE
NASDAQ·Healthcare·Biotechnology·Mkt cap $1.2B
$13.84
▼ -3.76%
P/E
-6.47
Mkt Cap
$1.2B
52-Wk Range
$4.79–$25.77
52-Week Range
$4.79 - $25.77
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 188.3% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary molecular glue degrader platform enabling selective protein degradation
- Differentiated mechanism of action vs. traditional kinase inhibitors with potential for improved efficacy
- Validated target selection across high-prevalence oncology and immunology indications
- Early-stage pipeline with multiple shots on goal across large addressable markets
Bear Case
1 risk
- Average volatility.
Growth
Strong growth ahead
Clinical trial advancement of lead GSPT1 program in Myc-driven cancers
Value
Deep value opportunity - significant discount to Biotech & Therapeutics peers
Momentum
Weak
-18.6% over 3m
Quality
Excellent
Below average quality
Dividend
None
No dividend
Smart-money signal
Who's buying GLUE right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of -$0.43 vs -$0.38 consensus (-13.0% surprise). Revenue of $9.0M vs $12.9M expected (-30.3%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-13.0%
Revenue trend · last 8Q
—
—
—
+394%
+39%
-95%
-95%
-61%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$9.2M
$60.6M
$84.9M
$23.2M
$12.8M
$2.8M
$4.2M
$9.0M
Margins · last 8Q
Gross
100.0%
Operating
—
Profit
-483.9%
Wall Street consensus
5 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Wedbush · Aug 3, 2026
vs Industry
How GLUE stacks vs Biotechnology
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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