LENZ Therapeutics, Inc. (NASDAQ:LENZ) Given Average Recommendation of “Moderate Buy” by Analysts

LENZ Therapeutics, Inc. (NASDAQ:LENZ) has been given an average recommendation of “Moderate Buy” by the eight ratings firms that are currently covering the stock, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, one has issued a hold rating and six have issued a buy rating on the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $45.60.

A number of research firms have recently issued reports on LENZ. Weiss Ratings restated a “sell (d-)” rating on shares of LENZ Therapeutics in a research note on Thursday, January 22nd. Citigroup reduced their price objective on LENZ Therapeutics from $52.00 to $26.00 and set a “buy” rating for the company in a research report on Thursday. William Blair reissued an “outperform” rating on shares of LENZ Therapeutics in a report on Tuesday, March 10th. HC Wainwright reissued a “buy” rating on shares of LENZ Therapeutics in a research report on Monday, December 15th. Finally, Wall Street Zen downgraded LENZ Therapeutics from a “hold” rating to a “sell” rating in a research note on Saturday, March 21st.

Key Headlines Impacting LENZ Therapeutics

Here are the key news stories impacting LENZ Therapeutics this week:

• Positive Sentiment: HC Wainwright trimmed several near-term loss estimates (Q1 2026 to ($0.86) from ($0.96); Q2 2026 to ($0.77) from ($0.83)) and raised FY2026 and FY2027 estimates (FY2026 to ($2.68) from ($2.77); FY2027 to ($0.61) from ($0.72)). The firm kept a “Buy” rating, signaling continued analyst conviction despite ongoing losses.
• Positive Sentiment: HC Wainwright also lifted certain forward-year expectations (including FY2030 EPS of $3.18), suggesting the analyst sees longer-term upside from LENZ’s pipeline, which supports a constructive view for growth-stage investors.
• Neutral Sentiment: Bank of America posted a new $29 price target for LENZ, providing a mid-range analyst target that implies meaningful upside vs. the current price but is well below some prior peak targets. Read More.
• Neutral Sentiment: Recent company disclosures and the Q4 2025 earnings call/transcript remain active reference points for investors evaluating execution and guidance after a revenue and EPS miss last quarter. See the earnings summary and transcript for details. Read More. • Read More.
• Negative Sentiment: Citigroup cut its price target sharply from $52 to $26 while maintaining a “Buy” rating — the halving of the target is a negative signal that reduces the implied upside from prior expectations and can pressure the stock. Read More.
• Negative Sentiment: HC Wainwright also issued some downward revisions to longer-term estimates (FY2028 to $0.62 from $0.65; FY2029 to $1.71 from $1.84) and worsened its Q4 2026 EPS view (to ($0.48) from ($0.41)), highlighting continued uncertainty in later-year profitability projections.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in LENZ. Quarry LP bought a new stake in shares of LENZ Therapeutics during the 3rd quarter valued at $27,000. Bfsg LLC bought a new position in LENZ Therapeutics in the 3rd quarter worth $30,000. State of Wyoming purchased a new position in LENZ Therapeutics during the fourth quarter valued at $30,000. Caitong International Asset Management Co. Ltd purchased a new position in LENZ Therapeutics during the fourth quarter valued at $32,000. Finally, Osaic Holdings Inc. grew its holdings in LENZ Therapeutics by 2,146.2% during the second quarter. Osaic Holdings Inc. now owns 1,168 shares of the company’s stock valued at $34,000 after purchasing an additional 1,116 shares during the period. 54.32% of the stock is currently owned by institutional investors.

LENZ Therapeutics Stock Performance

Shares of LENZ stock traded down $0.08 during trading hours on Friday, reaching $8.87. The company had a trading volume of 243,645 shares, compared to its average volume of 1,052,921. The business has a fifty day moving average price of $13.95 and a 200-day moving average price of $24.30. LENZ Therapeutics has a one year low of $8.56 and a one year high of $50.40. The firm has a market cap of $277.92 million, a PE ratio of -3.18 and a beta of 0.52.

LENZ Therapeutics (NASDAQ:LENZ) last issued its quarterly earnings data on Tuesday, March 24th. The company reported ($1.16) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.91) by ($0.25). The company had revenue of $1.59 million for the quarter, compared to the consensus estimate of $3.09 million. Equities research analysts forecast that LENZ Therapeutics will post -2.18 EPS for the current year.

LENZ Therapeutics Company Profile

LENZ Therapeutics, Inc, a biopharmaceutical company, focuses on developing and commercializing therapies to improve vision in the United States. Its product candidates include LNZ100 and LNZ101 which are in Phase III clinical trials for the treatment of presbyopia. The company is headquartered in Del Mar, California.