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Avg position size
—
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13F filers
0
institutions
Market cap
$1.3B
137M shares
52-week range
$5.05 – $12.41
62% from low
Exchange
NASDAQ
CS
Immatics NV is a clinical-stage biotechnology company engaged in the research and development of T-cell redirecting immunotherapies for the treatment of cancer patients. The company earns revenue through strategic collaboration agreements with third-party pharmaceutical and biotechnology companies. The company derives its maximum revenue from United States.
www.immatics.comNo one on the platform currently holds IMTX.
No tracked institution reports a position in IMTX as of their last filing.
No one on the platform has traded IMTX yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $44M | -5.8% | $-1.95 | $-2.75–$-1.24 | — | 5 |
| 2027 | $50M | +12.0% | $-1.95 | $-2.64–$-1.37 | — | 5 |
| 2028 | $115M | +132.5% | $-1.72 | $-1.91–$-1.42 | — | 3 |
| 2029 | $245M | +113.1% | $-1.17 | $-1.75–$-0.40 | — | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-12 | $-0.42 | $-0.50 | -19.0% |
| 2026-03-05 | $-0.48 | $-0.34 | +29.2% |
| 2025-11-17 | $-0.44 | $-0.49 | -11.5% |
| 2025-08-13 | $-0.38 | $-0.66 | -73.7% |
| 2025-05-13 | $-0.39 | $-0.35 | +10.3% |
| 2025-03-27 | $-0.33 | $0.48 | +245.5% |
| 2024-11-18 | $-0.27 | $-0.12 | +55.6% |
| 2024-08-13 | $-0.35 |
| $-0.18 |
| +48.6% |
| $1.4B |
| — |
| NKTRNektar Therapeutics | $75.67 | -0.47% | $2.2B | — |
| PGENPrecigen, Inc. | $6.48 | -5.47% | $2.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
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.
$OBX (NP) $IOVA competitor in TIL on radar after today's decline (at least for DD list to learn more) No IL2 administration= could be given outpatient Guiding for topline data from registration-enabling cohort in melanoma by year-end 2027 (admittedly, VERY far behind Amtagvi + has to contend with $REPL Tudriqev and $IMTX anzu-cel)
View on StockTwits ↗$IMTX https://www.news-medical.net/news/20260812/Personalized-T-cell-therapy-eliminates-advanced-kidney-tumor-in-teenager.aspx
View on StockTwits ↗$RNXT still looks like a case where the market prices today’s microcap risk more than the successful-state branches. $IMTX and $IMCR investors know oncology value can expand fast when mechanism + execution begin to validate. $REPL holders know how late-stage de-risking can change a valuation regime. RNXT now has: • TIGeR-PaC fully enrolled • 78/86 required OS events • prior DMC continuation unchanged • FDA-cleared RenovoCath already commercial • Q1’26 revenue $563K, +136% QoQ • 16 active centers + 32 evaluating/onboarding • up to 15 trial sites positioned for commercial conversion Still underpriced, IMO: repeat-procedure scaling, center conversion, H2 revenue acceleration, the final 86 events, and pre-readout Phase III probability expansion. At ~45.1M basic shares, $5 is only ~$225M basic equity value. Risks: dilution, execution, Phase III failure. Bull case: measurable de-risking before the market fully reprices it.
View on StockTwits ↗$IOVA vs $IMTX vs $REPL vs $IMCR: The New Battle in Advanced Melanoma . Iovance, Immatics, Replimune and Immunocore compared across development status, efficacy, durability, safety, commercialization, manufacturing, patient journey, balance-sheet strength and upcoming catalysts. At the end: the next contender, Obsidian Therapeutics. https://www.merlintrader.com/iova-the-new-battle-advanced-melanoma/
View on StockTwits ↗Okay guys, new prime candidates for starters (at lower valuations of course) are $NAMS -$NRIX - $IMTX - $CLDX and CELC. Than we have some others, but far away from my entry points. IDYA and MLYS unchanged.
View on StockTwits ↗$IMTX above 8.50$ Bullish, below Bearish. Possible double bottom here..
View on StockTwits ↗$IMTX Announces Upcoming Presentations Across Its PRAME Franchise at ESMO Congress 2026 https://investors.immatics.com/news-releases/news-release-details/immatics-announces-upcoming-presentations-across-its-prame
View on StockTwits ↗$IMTX when are results expected for IMA203 in the SUPRAME trial? Also, are folks expecting efficacy on par with TIL but with less toxicity?
View on StockTwits ↗TD Cowen named Immatics its top SMID-cap biotech pick for 2026, arguing the market is underestimating the commercial potential of the company's PRAME-targeted cell therapy platform ahead of several expected catalysts in the second half of the year. The firm reiterated its Buy rating, citing a lower-risk outlook for lead candidate anzu-cel ahead of the Phase III SUPRAME trial readout in second-line cutaneous melanoma. TD Cowen believes the study has a high probability of success, supported by strong Phase Ib data showing a 57% objective response rate, a 93% disease control rate, and median progression-free survival of six months. The brokerage also expects anzu-cel to differentiate itself from rival Amtagvi through stronger efficacy, a simpler 14-day manufacturing process, no need for surgical tumor resection, lower IL-2 dosing, and a favorable safety profile. $IMTX
View on StockTwits ↗$IMTX Every time I think this is starting to take off, it goes back down again. And on a fairly strong market day.
View on StockTwits ↗🧬 $CUE : Can Multiple 2026 Catalysts Drive the Next Leg Higher? Cue Biopharma has delivered several major developments in 2026 that are strengthening its growth story. The company recently secured a $30M financing, received a $7.5M milestone payment from Boehringer Ingelheim, and added CUE-221, a Phase 2 anti-IgE program targeting large allergy and inflammatory disease markets. The program is tied to a partnership worth up to $345M in potential milestones, with Phase 2 data expected later this year. Recent Q1 results also showed revenue increasing to $5.7M, further strengthening the company's financial position heading into a catalyst rich second half of 2026. Key Catalysts to Watch: 📈 CUE-221 Phase 2 data expected in H2 2026 📈 Advancement of the CUE-401 autoimmune program toward clinical development 📈 Additional partnership milestones and potential non-dilutive payments Communicated Disclaimer: https://stockresearchtoday.com/cue/ Sector peers: $MRNA $BNTX $NKTX $IMTX
View on StockTwits ↗RBC Capital reiterated $RVMD Outperform-$182 and said: Our Legal Expert Sees A Low Likelihood Of Winning in Court, Though In The Clinic, We Favor Darax $ERAS $IMTX TGNX BBOT ANL VSTM RBC Capital added: Investors remain honed in on understanding RVMD's peak opportunity potential and the durability of tail revenues, and given this, we continue to hear questions on the legal dispute between RVMD and ERAS. Following checks with a legal expert and a review of recent cases, we think RVMD has a high bar to overcome to prove infringement of '0015, and would be unlikely to prevail in a meaningful way. Still, we think this should not be seen as a serious threat, as we had always assumed competition from other RAS inhibitors in our model, and believe that daraxas clinical lead, physician enthusiasm, and the high bar that it has set should help it remain the preferred option, and enable >$10B in revenues for the company.
View on StockTwits ↗$IMTX looking for a good entry here. Thoughts?
View on StockTwits ↗$TARS Almost all quality bios look bubbly. Apart from this, $IMTX, $SNDX and $NKTR at least qualify for a closer look.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.