B. Riley Predicts Lower Earnings for Bicycle Therapeutics

Bicycle Therapeutics plc (NASDAQ:BCYC) – Stock analysts at B. Riley lowered their FY2025 earnings per share estimates for Bicycle Therapeutics in a research note issued to investors on Monday, March 3rd. B. Riley analyst K. Patel now expects that the company will post earnings per share of ($3.75) for the year, down from their previous forecast of ($3.70). B. Riley currently has a “Neutral” rating and a $17.00 target price on the stock. The consensus estimate for Bicycle Therapeutics’ current full-year earnings is ($3.06) per share. B. Riley also issued estimates for Bicycle Therapeutics’ Q4 2025 earnings at ($1.01) EPS, FY2026 earnings at ($4.34) EPS, FY2027 earnings at ($4.38) EPS and FY2028 earnings at ($3.92) EPS.

Bicycle Therapeutics (NASDAQ:BCYC) last posted its quarterly earnings results on Tuesday, February 25th. The company reported ($0.75) EPS for the quarter, beating the consensus estimate of ($0.85) by $0.10. The company had revenue of $3.70 million during the quarter, compared to analysts’ expectations of $5.47 million. Bicycle Therapeutics had a negative return on equity of 27.35% and a negative net margin of 450.64%. The firm’s revenue was down 30.2% on a year-over-year basis. During the same quarter in the previous year, the business earned ($1.16) EPS.

Several other brokerages have also recently issued reports on BCYC. HC Wainwright reissued a “buy” rating and set a $33.00 price objective on shares of Bicycle Therapeutics in a research note on Wednesday, February 26th. Stephens restated an “equal weight” rating and set a $15.00 price target on shares of Bicycle Therapeutics in a research note on Wednesday, January 22nd. Needham & Company LLC restated a “buy” rating and set a $30.00 target price on shares of Bicycle Therapeutics in a report on Wednesday, February 26th. Finally, JMP Securities decreased their target price on Bicycle Therapeutics from $32.00 to $26.00 and set a “market outperform” rating for the company in a research report on Wednesday, December 18th. Two analysts have rated the stock with a hold rating and six have assigned a buy rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $29.14.

Bicycle Therapeutics Stock Performance

Bicycle Therapeutics stock opened at $10.14 on Wednesday. Bicycle Therapeutics has a 1 year low of $10.07 and a 1 year high of $28.67. The firm has a 50 day moving average price of $13.02 and a 200 day moving average price of $19.10. The company has a market cap of $700.13 million, a price-to-earnings ratio of -3.08 and a beta of 1.12.

Insider Activity at Bicycle Therapeutics

In other Bicycle Therapeutics news, Director Bros. Advisors Lp Baker acquired 985,397 shares of the stock in a transaction that occurred on Friday, December 13th. The stock was acquired at an average price of $13.76 per share, with a total value of $13,559,062.72. Following the transaction, the director now directly owns 9,537,643 shares in the company, valued at approximately $131,237,967.68. This represents a 11.52 % increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Travis Alvin Thompson sold 2,686 shares of the firm’s stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $15.00, for a total transaction of $40,290.00. Following the completion of the transaction, the chief accounting officer now directly owns 32,146 shares in the company, valued at $482,190. This represents a 7.71 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 27,677 shares of company stock valued at $392,413 over the last ninety days. Corporate insiders own 8.50% of the company’s stock.

Institutional Trading of Bicycle Therapeutics

A number of institutional investors and hedge funds have recently made changes to their positions in BCYC. Assetmark Inc. acquired a new stake in Bicycle Therapeutics in the third quarter worth $34,000. Barclays PLC increased its holdings in shares of Bicycle Therapeutics by 878.3% in the 4th quarter. Barclays PLC now owns 2,612 shares of the company’s stock worth $37,000 after acquiring an additional 2,345 shares during the period. Avior Wealth Management LLC bought a new stake in Bicycle Therapeutics in the 4th quarter valued at about $57,000. China Universal Asset Management Co. Ltd. boosted its stake in Bicycle Therapeutics by 30.7% during the 4th quarter. China Universal Asset Management Co. Ltd. now owns 9,329 shares of the company’s stock valued at $131,000 after purchasing an additional 2,191 shares during the period. Finally, JPMorgan Chase & Co. grew its position in Bicycle Therapeutics by 26.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 8,424 shares of the company’s stock worth $191,000 after purchasing an additional 1,782 shares during the last quarter. 86.15% of the stock is currently owned by institutional investors and hedge funds.

Bicycle Therapeutics Company Profile

Bicycle Therapeutics plc, a clinical-stage biopharmaceutical company, develops a class of medicines for diseases that are underserved by existing therapeutics in the United States and the United Kingdom. Its product pipeline comprising BT8009, a bicycle toxin conjugate (BTC) which is in phase I/II/III clinical trial for the treatment of high nectin-4 expressing tumors; BT5528, a BTC which is in phase I/II clinical trial for the treatment of Ephrin type A receptor 2 expressing tumor; BT7480, a Bicycle TICA molecule which is in phase I/II targeting Nectin-4 and agonizing CD137; and BT7455, a Bicycle TICA molecule targeting Ephrin type A receptor 2 and CD137 and is in preclinical trial.