LENZ Therapeutics (LENZ) Stock Overview
Operates as a commercial pharmaceutical company that focuses on the development and commercialization of therapies to improve vision in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 0/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
LENZ Community Fair Values
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Analyst Price Targets
Top Community Narratives
LENZ Therapeutics
97.7% undervalued intrinsic discount
LENZ Therapeutics - a high risk high reward small cap biotech stock
View narrativeMO
Published 17 Sep 2025
LENZ Therapeutics, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$4.53 |
| 52 Week High | US$50.40 |
| 52 Week Low | US$4.54 |
| Beta | 1.63 |
| 1 Month Change | -10.22% |
| 3 Month Change | -33.16% |
| 1 Year Change | -89.05% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | -72.07% |
Recent News & Updates
Seeking Alpha • Sep 04
LENZ Therapeutics: Still Speculative But Priced For Disasters
Summary LENZ Therapeutics is rated a 'Strong Buy' with a fair value estimate of $21.3, reflecting ~266% upside from current levels. I model peak US Vizz sales at $375M, using a 5-pack annualized purchase rate and 30% market share, with conservative international assumptions. LENZ's speculative nature persists due to single-product risk, high SG&A, uninsured status, and rising competition; position sizing remains limited. Short-term signals are mixed, but technicals, insider buying, and potential for a short squeeze reinforce my bullish stance. Read the full article on Seeking Alpha
Narrative Update • Sep 03
LENZ: Slower Presbyopia Launch Will Eventually Set Up Future Repricing
The analyst price target for LENZ Therapeutics has shifted from $12 to $7, as analysts point to a slower than expected VIZZ launch, reduced peak sales assumptions, and a focus on cash value, while also acknowledging slightly higher projected profit margins and a lower future P/E in updated models. Analyst Commentary Recent research on LENZ Therapeutics points to a more cautious tone around the VIZZ eye drop launch, with several bearish analysts reducing price targets and reassessing execution risk on the commercial ramp.Analysis Article • Aug 14
Earnings Release: Here's Why Analysts Cut Their LENZ Therapeutics, Inc. (NASDAQ:LENZ) Price Target To US$26.83
LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) investors will be delighted, with the company turning in some strong numbers...
Narrative Update • Aug 14
LENZ: Telehealth Launch And Cash Support Will Shape Future Upside Potential
LENZ Therapeutics now carries a lower analyst price target centered around $7, down from prior expectations closer to $31. Analysts are reassessing the stock in light of slower than expected VIZZ presbyopia launch trends, reduced peak sales assumptions, and a heavier focus on cash value.Analysis Article • Jul 15
We're Hopeful That LENZ Therapeutics (NASDAQ:LENZ) Will Use Its Cash Wisely
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Recent updates
Seeking Alpha • Sep 04
LENZ Therapeutics: Still Speculative But Priced For Disasters
Summary LENZ Therapeutics is rated a 'Strong Buy' with a fair value estimate of $21.3, reflecting ~266% upside from current levels. I model peak US Vizz sales at $375M, using a 5-pack annualized purchase rate and 30% market share, with conservative international assumptions. LENZ's speculative nature persists due to single-product risk, high SG&A, uninsured status, and rising competition; position sizing remains limited. Short-term signals are mixed, but technicals, insider buying, and potential for a short squeeze reinforce my bullish stance. Read the full article on Seeking AlphaNarrative Update • Sep 03
LENZ: Slower Presbyopia Launch Will Eventually Set Up Future Repricing
The analyst price target for LENZ Therapeutics has shifted from $12 to $7, as analysts point to a slower than expected VIZZ launch, reduced peak sales assumptions, and a focus on cash value, while also acknowledging slightly higher projected profit margins and a lower future P/E in updated models. Analyst Commentary Recent research on LENZ Therapeutics points to a more cautious tone around the VIZZ eye drop launch, with several bearish analysts reducing price targets and reassessing execution risk on the commercial ramp.Analysis Article • Aug 14
Earnings Release: Here's Why Analysts Cut Their LENZ Therapeutics, Inc. (NASDAQ:LENZ) Price Target To US$26.83
LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) investors will be delighted, with the company turning in some strong numbers...Narrative Update • Aug 14
LENZ: Telehealth Launch And Cash Support Will Shape Future Upside Potential
LENZ Therapeutics now carries a lower analyst price target centered around $7, down from prior expectations closer to $31. Analysts are reassessing the stock in light of slower than expected VIZZ presbyopia launch trends, reduced peak sales assumptions, and a heavier focus on cash value.Analysis Article • Jul 15
We're Hopeful That LENZ Therapeutics (NASDAQ:LENZ) Will Use Its Cash Wisely
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Narrative Update • Jul 10
LENZ: Telehealth Launch And Advertising Push Will Drive Future Upside Potential
Analysts have reset expectations for LENZ Therapeutics, with the consolidated fair value estimate declining from $53.71 to $32.00 as they factor in updated price targets, a slightly higher discount rate, more moderate revenue growth assumptions, a higher projected profit margin, and a lower future P/E multiple. Analyst Commentary Recent research updates on LENZ Therapeutics point to a more mixed analyst stance, with some focusing on long term upside potential and others emphasizing execution risks and valuation reset drivers.Narrative Update • Jun 26
LENZ: Presbyopia Partnership And UK Filing Will Drive Future Repricing
The analyst price target for LENZ Therapeutics has moved from $37.91 to $12.00 as analysts recalibrated their expectations, citing a mix of lower targets from firms like Citi and H.C. Wainwright, a modest upward revision from BofA, and recent rating changes. Analyst Commentary Recent analyst updates for LENZ Therapeutics show a tilt toward more cautious views, with several price targets adjusted and at least one downgrade, which together frame a more conservative stance on the stock.Analysis Article • May 16
Some LENZ Therapeutics, Inc. (NASDAQ:LENZ) Analysts Just Made A Major Cut To Next Year's Estimates
Today is shaping up negative for LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) shareholders, with the analysts delivering a...Analysis Article • May 14
Earnings Update: LENZ Therapeutics, Inc. (NASDAQ:LENZ) Just Reported And Analysts Are Trimming Their Forecasts
It's been a mediocre week for LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) shareholders, with the stock dropping 17% to...Analysis Article • Apr 30
LENZ Therapeutics, Inc. (NASDAQ:LENZ) Analysts Just Trimmed Their Revenue Forecasts By 12%
Today is shaping up negative for LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) shareholders, with the analysts delivering a...Analysis Article • Mar 29
Analysts Just Slashed Their LENZ Therapeutics, Inc. (NASDAQ:LENZ) EPS Numbers
Today is shaping up negative for LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) shareholders, with the analysts delivering a...Analysis Article • Mar 27
LENZ Therapeutics, Inc. (NASDAQ:LENZ) Analysts Are Cutting Their Estimates: Here's What You Need To Know
LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) just released its latest yearly report and things are not looking great. It was...Analysis Article • Dec 13
Here's Why We're Not At All Concerned With LENZ Therapeutics' (NASDAQ:LENZ) Cash Burn Situation
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Analysis Article • Nov 08
Earnings Beat: LENZ Therapeutics, Inc. (NASDAQ:LENZ) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their Forecasts
LENZ Therapeutics, Inc. ( NASDAQ:LENZ ) just released its third-quarter report and things are looking bullish. Results...Seeking Alpha • Mar 27
LENZ Therapeutics Stock Is Attractive Before PDUFA
Summary LENZ Therapeutics, Inc.'s LNZ100 eye drop shows promising results for presbyopia, with strong phase 3 data and potential FDA approval by August 2025. LNZ100 demonstrated superior efficacy compared to AbbVie's Vuity, with a broad patient range and rapid onset of treatment effect. Survey data indicates high interest among eye care professionals, with 82% likely to prescribe LNZ100 if approved, targeting a $3bn market. Despite competitive risks, LNZ100's potential market penetration and Lenz's strong financial position make it a cautiously attractive investment. Read the full article on Seeking AlphaAnalysis Article • Jan 01
Companies Like LENZ Therapeutics (NASDAQ:LENZ) Are In A Position To Invest In Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Nov 27
LENZ Therapeutics: Time For A Pause
Summary Today, we take a look Lenz Therapeutics, which may be on the verge of approval for a 'best of breed' solution for near vision loss. The company has a solid balance sheet, is putting a sales organization in place and the compound is very likely to be approved next August. That said, the stock has more than doubled in the past six months and trading levels now exceed most analyst firm price targets. More legs to this rally or are the shares overdue for a pause? An analysis around Lenz Therapeutics follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
LENZ Therapeutics: Upcoming PDUFA, Strong Data, Some Risks
Summary Graphite Bio reverse merged with Lenz Therapeutics to focus on presbyopia, a $3bn+ market impacting 1.8 billion people globally. LNZ100, a 1.75% Aceclidine eye drop solution, conducted two positive phase 3 clinical trials for presbyopia, showing promising results. LENZ has a market cap of $617mn, cash balance of $226mn, submitted an NDA in August, and has $500mn peak sales estimate. Read the full article on Seeking AlphaShareholder Returns
| LENZ | US Pharmaceuticals | US Market | |
|---|---|---|---|
| 7D | -24.1% | -4.0% | -2.2% |
| 1Y | -89.1% | 43.7% | 13.1% |
Return vs Industry: LENZ underperformed the US Pharmaceuticals industry which returned 43.7% over the past year.
Return vs Market: LENZ underperformed the US Market which returned 13.1% over the past year.
Price Volatility
| LENZ volatility | |
|---|---|
| LENZ Average Weekly Movement | 9.7% |
| Pharmaceuticals Industry Average Movement | 8.8% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: LENZ has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: LENZ's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2013 | 152 | Eef Schimmelpennink | www.lenz-tx.com |
LENZ Therapeutics, Inc. operates as a commercial pharmaceutical company that focuses on the development and commercialization of therapies to improve vision in the United States. Its product candidates include VIZZ and LNZ101 for the treatment of presbyopia in adults. LENZ Therapeutics, Inc. was formerly known as Presbyopia Therapies, Inc. and changed its name to LENZ Therapeutics, Inc. in June 2021.
LENZ Therapeutics, Inc. Fundamentals Summary
| LENZ fundamental statistics | |
|---|---|
| Market cap | US$148.30m |
| Earnings (TTM) | -US$126.00m |
| Revenue (TTM) | US$21.48m |
6.6x
P/S Ratio-1.1x
P/E RatioIs LENZ overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LENZ income statement (TTM) | |
|---|---|
| Revenue | US$21.48m |
| Cost of Revenue | US$1.77m |
| Gross Profit | US$19.70m |
| Other Expenses | US$145.70m |
| Earnings | -US$126.00m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -4.01 |
| Gross Margin | 91.74% |
| Net Profit Margin | -586.74% |
| Debt/Equity Ratio | 0% |
How did LENZ perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/11 21:45 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
LENZ Therapeutics, Inc. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jason Matthew Gerberry | BofA Global Research |
| Yigal Nochomovitz | Citigroup Inc |
| Matthew Caufield | H.C. Wainwright & Co. |