FATE

$2.52-$0.20 (-7.35%)live

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Bookmarked by

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Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$317.0M

117M shares

52-week range

$0.93 – $3.23

69% from low

Sector

BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)

Exchange

NASDAQ

Change$-85.11

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$5M	-20.3%	$-1.08	$-1.26–$-0.64	—	9
2027	$5M	-0.7%	$-1.03	$-1.43–$-0.33	—	8
2028	$5M	-2.5%	$-1.07	$-1.63–$-0.60	—	5
2029	$60M	+1076.1%	$-0.99	$-2.54–$-0.21	—	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 8 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-13	$-0.26	$-0.25	+2.1%
2026-05-13	$-0.29	$-0.26	+10.3%
2026-02-26	$-0.27	$-0.27	+0.0%
2025-11-13	$-0.29	$-0.27	+6.9%
2025-08-12	$-0.35	$-0.29	+17.1%
2025-05-13	$-0.39	$-0.32	+17.9%
2025-03-05	$-0.44	$-0.31	+29.5%
2024-11-12	$-0.42

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
FATEFate Therapeutics, Inc.	$2.52	-7.35%	$294M	—
ABOSAcumen Pharmaceuticals, Inc.	$2.55	+1.59%	$184M	—
ALECAlector, Inc.	$2.04	-5.12%	$226M	—
CRBPCorbus Pharmaceuticals Holdings, Inc.	$10.08	+3.28%	$187M	—
INOInovio Pharmaceuticals, Inc.	$0.90	+16.90%

Fate Therapeutics, Inc.

Fate Therapeutics Inc is a clinical-stage biopharmaceutical company based in the United States. The company is engaged in the development of programmed cellular immunotherapies for cancer and autoimmune disorders. The company's cell therapy pipeline is comprised of NK- and T-cell immuno-oncology programs, including off-the-shelf engineered product candidates derived from clonal master iPSC lines, and immuno-regulatory programs, including product candidates to prevent life-threatening complications in patients.

www.fatetherapeutics.com

Employees: 161
IPO / List date: Oct 1, 2013
HQ: SAN DIEGO, CA

Held by traders on TradeandTell

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Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	2,974,683	$3.6M

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded FATE yet.

$FATE chatter on StockTwits

Merlintrader Trading Pub@Merlintrader13h
Fate Therapeutics (Nasdaq: $FATE): Q2 2026, First RECLAIM-LN Dose, FT819, FT839 and FT836 https://www.merlintrader.com/fate-therapeutics-stock-hub/
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Gurujoe@GurujoeBullish18h
$FATE | Q2 may be the quarter the thesis changed from “interesting platform” to execution. Fate has now treated the first patient in RECLAIM-LN, its potentially registrational Phase 2 lupus nephritis trial of FT819 — an iPSC-derived, off-the-shelf CD19 CAR-T. The important part isn’t just CAR-T efficacy. It’s whether Fate can industrialize CAR-T for autoimmune disease. FT819 comes from a clonal iPSC master bank. Fate has manufactured its pivotal batch, positioned inventory in distribution depots, and can ship drug product to clinical sites on demand. That’s fundamentally different from patient-specific autologous CAR-T manufacturing. And the clinical foundation is increasingly interesting: deep B-cell depletion/remodeling, major-clone depletion lasting up to 12 months, substantial steroid reduction in evaluable SLE patients, encouraging early SSc activity, and so far a favorable CRS/ICANS/GvHD profile. $153.8M cash with only ~$21M.X sequential cash decline and runway into 2028 keeps the pivotal program financed for now. The biggest question for management: RECLAIM-LN enrollment is expected to complete 1H28 and the primary endpoint is CRR at Week 26. How does that reconcile with the previously discussed 2028 BLA timeline? For me, the asymmetric opportunity is no longer simply “does FT819 work?” It’s whether Fate can turn CAR-T from a bespoke procedure into an inventory-based pharmaceutical product. If they can, FT819 could validate far more than one lupus program. NFA / DYOR
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Randy2979@Randy297921h
$FATE First patient dosed in RECLAIM-LN. To the Company's knowledge, this represents the first patient treated with an iPSC-derived off-the-shelf CAR T-cell therapy in a potentially registrational clinical trial in an autoimmune disease. Notably, the patient was treated in an outpatient setting with same-day discharge and with a drug product that was available on-demand, supporting the Company’s goal of broadening patient access to CAR T cells.
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Michael@StockDaddy68Bullish21h
$FATE TO THE MOON!!!
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Randy2979@Randy297921h
$FATE https://ir.fatetherapeutics.com/news-releases/news-release-details/fate-therapeutics-reports-second-quarter-2026-financial-results
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Gurujoe@GurujoeBullish1d
$FATE q2 anticipated to drop pre-market tomorrow. Good luck longs: What to look for: 1. RECLAIM-LN initiation/timeline 2. Regimen B 900M enrollment 3. durability without conditioning 4. repeat-dose strategy 5. CMC/CDRP progress 6. cash runway and burn The next several updates should tell us whether FT819 is merely an interesting CAR-T — or whether Fate’s iPSC platform genuinely changes how cellular therapy can be delivered. NFA / DYOR
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Michael@StockDaddy68Bullish1d
$FATE She's getting ready to go!
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Jake@Jake140Bullish2d
$FATE
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sebastjan galjot@Sebastjannxjcckckckvck2d
$FATE Current status: While some sources were confident that the results would be released in early August (around August 5th or 11th), he says that the conference call date announcements are now mostly officially announced for August 18th, 2026.
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Younes Ouhbi@youbi3362d
$NKTX This stock is such a piece of shit. Trades below cash and has potential with NKX-019 and still can't move except down. Even $FATE overtook it.
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Jake@Jake140Bullish2d
$FATE Morning All!
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Michael@StockDaddy68Bullish2d
$FATE Good morning FATE-FUL friends!
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Gurujoe@GurujoeBullish3d
$FATE| Fate Therapeutics — the setup before Q2 Autologous CAR-T has established that deep B-cell depletion can produce striking responses in severe autoimmune disease. The question for $FATE is whether an OFF-THE-SHELF product can deliver enough of that biology while dramatically improving access, manufacturing and cost. FT819 is an iPSC-derived CD19 CAR-T manufactured from a clonal master cell bank rather than individually from each patient. The potential advantage: on-demand product, outpatient administration and eventually community-hospital deployment rather than apheresis + bespoke manufacturing. The really interesting development is CONDITIONING-FREE FT819. In Fate’s initial Regimen B SLE cohort at 360M cells: • SRI-4: 3/3 • LLDAS: 2/3 • no conditioning chemotherapy • no observed alloreactivity • evidence of durable B-cell clonal remodeling 900M-cell dosing is now the critical next step. REGULATORY FT819 has FDA RMAT designation in moderate-to-severe SLE and has also been selected for FDA’s CMC Development and Readiness Pilot. That combination matters. For an off-the-shelf cell therapy, manufacturing/CMC could be almost as important as clinical efficacy in determining whether the platform can actually scale commercially. RECLAIM-LN Fate plans a Phase 2 potentially registrational study in refractory lupus nephritis. Single-arm. N=53. 900M FT819. Complete renal response primary endpoint at Week 26. This could create a relatively efficient path toward registration — but it also creates risk. The registrational regimen currently uses bendamustine conditioning, while arguably the biggest long-term differentiator in the Fate story is eliminating conditioning altogether. That disconnect is worth watching. PIPELINE OPTIONALITY FT839: next-generation CD19/CD38 CAR-T. FT836: MICA/B-targeted solid-tumor program. FT825/ONO-8250: HER2 CAR-T partnered with Ono. FT522: CD19 CAR-NK. FT839 may ultimately be particularly important because Fate is engineering next-generation cells specifically toward broader autoimmune use without conditioning. BOTTOM LINE I don’t think $FATE needs to prove it can beat autologous CAR-T on maximum efficacy. It needs to show that an off-the-shelf CAR-T can produce sufficiently deep and durable autoimmune responses while being: • immediately available • safer/easier to administer • outpatient-compatible • scalable • repeat-dose capable • economically manufacturable If Fate gets there, the commercial equation changes dramatically. At ~$338M market cap, the market is still assigning substantial probability that it doesn’t. Tomorrow I’m watching: 1. RECLAIM-LN initiation/timeline 2. Regimen B 900M enrollment 3. durability without conditioning 4. repeat-dose strategy 5. CMC/CDRP progress 6. cash runway and burn The next several updates should tell us whether FT819 is merely an interesting CAR-T — or whether Fate’s iPSC platform genuinely changes how cellular therapy can be delivered. NFA / DYOR
Michael@StockDaddy68Bullish3d
$FATE Dips getting higher and shorter. Volume dramatically picking up. Highes getting higher. I can't remember being invested in a more textbook example of good stock, up and coming stock and one chomping at the bit to breakout. When FATE finally lets loose there will be no holding it back. Hell even the one or two bulls on this board can't even come up with a decent remark to make you second guess your investment. "Fooken stock is useless...." Or some equally useless nonsense. I know I'm buying up all the dips I can when I can.
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Estimize@Estimize3d
Wall St is expecting -0.27 EPS for $FATE Q2 [Reporting 08/12 BMO] http://www.estimize.com/intro/fate?chart=historical&metric_name=eps&utm_c
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