Q2 EPS Estimates for MBX Biosciences Boosted by Analyst

MBX Biosciences, Inc. (NASDAQ:MBX) – Stock analysts at Lifesci Capital lifted their Q2 2026 earnings per share estimates for shares of MBX Biosciences in a research report issued to clients and investors on Thursday, May 7th. Lifesci Capital analyst P. Dolezal now expects that the company will post earnings of ($0.62) per share for the quarter, up from their previous estimate of ($0.67). Lifesci Capital has a “Strong-Buy” rating on the stock. The consensus estimate for MBX Biosciences’ current full-year earnings is ($2.90) per share. Lifesci Capital also issued estimates for MBX Biosciences’ Q3 2026 earnings at ($0.74) EPS, Q4 2026 earnings at ($0.85) EPS, FY2026 earnings at ($2.73) EPS and FY2027 earnings at ($3.17) EPS.

MBX Biosciences (NASDAQ:MBX) last issued its quarterly earnings data on Thursday, March 12th. The company reported ($0.49) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.64) by $0.15.

Several other equities analysts also recently issued reports on the company. UBS Group reiterated a “buy” rating on shares of MBX Biosciences in a research report on Tuesday, February 24th. Guggenheim lifted their price objective on MBX Biosciences from $77.00 to $88.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Citigroup restated an “outperform” rating on shares of MBX Biosciences in a research report on Tuesday. Truist Financial boosted their target price on MBX Biosciences from $50.00 to $70.00 and gave the stock a “buy” rating in a research report on Monday. Finally, Barclays initiated coverage on MBX Biosciences in a research report on Tuesday, January 27th. They set an “overweight” rating and a $66.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $55.75.

MBX Biosciences Stock Performance

Shares of MBX opened at $40.08 on Tuesday. The stock has a fifty day moving average price of $31.18 and a two-hundred day moving average price of $31.40. MBX Biosciences has a 52-week low of $9.43 and a 52-week high of $45.85. The company has a market cap of $1.91 billion, a price-to-earnings ratio of -18.14 and a beta of 0.78.

Insider Buying and Selling

In related news, CEO P. Kent Hawryluk acquired 18,500 shares of the company’s stock in a transaction that occurred on Friday, March 13th. The stock was acquired at an average price of $28.41 per share, for a total transaction of $525,585.00. Following the completion of the acquisition, the chief executive officer owned 486,777 shares of the company’s stock, valued at $13,829,334.57. This trade represents a 3.95% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website.

Institutional Investors Weigh In On MBX Biosciences

A number of institutional investors and hedge funds have recently added to or reduced their stakes in MBX. Geode Capital Management LLC increased its holdings in MBX Biosciences by 27.0% in the second quarter. Geode Capital Management LLC now owns 348,447 shares of the company’s stock valued at $3,976,000 after purchasing an additional 73,989 shares during the last quarter. Rhumbline Advisers increased its holdings in MBX Biosciences by 171.6% in the second quarter. Rhumbline Advisers now owns 23,662 shares of the company’s stock valued at $270,000 after purchasing an additional 14,950 shares during the last quarter. XTX Topco Ltd bought a new stake in MBX Biosciences in the second quarter valued at about $135,000. The Manufacturers Life Insurance Company increased its holdings in MBX Biosciences by 73.8% in the second quarter. The Manufacturers Life Insurance Company now owns 87,097 shares of the company’s stock valued at $994,000 after purchasing an additional 36,987 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in MBX Biosciences by 40.3% in the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 9,329 shares of the company’s stock valued at $106,000 after purchasing an additional 2,682 shares during the last quarter.

MBX Biosciences News Roundup

Here are the key news stories impacting MBX Biosciences this week:

• Positive Sentiment: Truist Financial raised its price target on MBX Biosciences to $70 from $50 and kept a buy rating, signaling stronger upside expectations for the stock. Benzinga
• Positive Sentiment: MBX Biosciences released initial Phase 1 data for MBX 4291 showing mean weight loss of 7% at 8 weeks and supporting the potential for once-monthly dosing, a positive sign for its obesity pipeline. GlobeNewswire
• Neutral Sentiment: Lifesci Capital reiterated a Strong-Buy view while modestly adjusting several earnings estimates for MBX, including a lower Q3 and Q4 outlook but a slightly better Q2 estimate. The revisions suggest analysts still like the story, even though near-term losses remain expected. MarketBeat
• Neutral Sentiment: The company also drew added investor attention from a Seeking Alpha transcript discussing its obesity therapeutics portfolio and clinical progress, but this appears more informational than directly market-moving. Seeking Alpha
• Negative Sentiment: Lifesci Capital trimmed its Q3 2026 and Q4 2026 EPS estimates, which may weigh on sentiment because it points to weaker expected profitability in the near term. MarketBeat
• Negative Sentiment: The firm also lowered its FY2026 earnings estimate slightly versus prior modeling, underscoring that MBX is still expected to post significant losses as it advances its pipeline. MarketBeat

MBX Biosciences Company Profile

We are a clinical-stage biopharmaceutical company focused on the discovery and development of novel precision peptide therapies for the treatment of endocrine and metabolic disorders. Our company was founded by global leaders with a transformative approach to peptide drug design and development. Leveraging this expertise, we designed our proprietary Precision Endocrine Peptide™, or PEPTM, platform to overcome the key limitations of unmodified and modified peptide therapies and to improve clinical outcomes and simplify disease management for patients.