Research Analysts Offer Predictions for LENZ FY2028 Earnings

LENZ Therapeutics, Inc. (NASDAQ:LENZ) – Research analysts at HC Wainwright lowered their FY2028 earnings per share (EPS) estimates for LENZ Therapeutics in a research report issued to clients and investors on Wednesday, March 25th. HC Wainwright analyst M. Caufield now anticipates that the company will earn $0.62 per share for the year, down from their prior forecast of $0.65. HC Wainwright currently has a “Buy” rating on the stock. The consensus estimate for LENZ Therapeutics’ current full-year earnings is ($2.18) per share. HC Wainwright also issued estimates for LENZ Therapeutics’ FY2029 earnings at $1.71 EPS.

A number of other research analysts have also weighed in on the company. Citigroup decreased their price objective on LENZ Therapeutics from $52.00 to $26.00 and set a “buy” rating on the stock in a report on Thursday. Weiss Ratings reiterated a “sell (d-)” rating on shares of LENZ Therapeutics in a research report on Thursday, January 22nd. Bank of America decreased their price target on shares of LENZ Therapeutics from $35.00 to $29.00 and set a “buy” rating on the stock in a research note on Wednesday. William Blair restated an “outperform” rating on shares of LENZ Therapeutics in a research report on Tuesday, March 10th. Finally, Wall Street Zen cut shares of LENZ Therapeutics from a “hold” rating to a “sell” rating in a research note on Saturday, March 21st. Six analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, LENZ Therapeutics currently has a consensus rating of “Moderate Buy” and an average price target of $45.60.

LENZ Therapeutics Stock Performance

Shares of LENZ opened at $8.40 on Thursday. The stock has a 50 day moving average price of $13.75 and a 200 day moving average price of $24.08. LENZ Therapeutics has a one year low of $8.40 and a one year high of $50.40. The stock has a market capitalization of $263.34 million, a price-to-earnings ratio of -2.99 and a beta of 0.52.

LENZ Therapeutics (NASDAQ:LENZ) last released its earnings results on Tuesday, March 24th. The company reported ($1.16) earnings per share for the quarter, missing the consensus estimate of ($0.91) by ($0.25). The firm had revenue of $1.59 million during the quarter, compared to analyst estimates of $3.09 million.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the company. Skandinaviska Enskilda Banken AB publ increased its position in LENZ Therapeutics by 99.0% during the third quarter. Skandinaviska Enskilda Banken AB publ now owns 185,642 shares of the company’s stock worth $8,647,000 after purchasing an additional 92,362 shares during the last quarter. Versant Venture Management LLC acquired a new position in LENZ Therapeutics in the 3rd quarter valued at about $123,758,000. First Light Asset Management LLC purchased a new stake in shares of LENZ Therapeutics in the 3rd quarter valued at approximately $32,282,000. Sovran Advisors LLC grew its stake in shares of LENZ Therapeutics by 164.5% in the 3rd quarter. Sovran Advisors LLC now owns 106,920 shares of the company’s stock valued at $4,980,000 after buying an additional 66,497 shares during the period. Finally, Tyro Capital Management LLC acquired a new stake in shares of LENZ Therapeutics during the 3rd quarter worth approximately $4,689,000. Institutional investors and hedge funds own 54.32% of the company’s stock.

Trending Headlines about LENZ Therapeutics

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

• Positive Sentiment: HC Wainwright raised near-term EPS forecasts for Q1 and Q2 2026 and upgraded FY2026/2027 trajectory (estimates moved closer to break-even), signaling improving visibility on operating performance. (Source: HC Wainwright research note)
• Positive Sentiment: HC Wainwright published a long‑term bullish projection (FY2030 EPS of $3.18), reflecting confidence in LENZ’s longer‑term commercialization or pipeline upside. (Source: HC Wainwright research note)
• Positive Sentiment: Bank of America set a new $29 price target for LENZ, which implies meaningful upside from current levels and may support buy-side interest. LENZ Therapeutics (NASDAQ:LENZ) Given New $29.00 Price Target at Bank of America
• Neutral Sentiment: Recent earnings call materials and coverage are available for review — useful for investors digging into guidance, R&D progress and management comments. Q4 2025 Earnings Call Summary Q4 2025 Earnings Call Transcript Analysts Offer Insights on Healthcare Companies
• Negative Sentiment: HC Wainwright trimmed its Q4 2026 EPS estimate (from -$0.41 to -$0.48) and reduced several multi‑year forecasts (FY2028 and FY2029 down), which increases near‑term earnings uncertainty. (Source: HC Wainwright research notes)
• Negative Sentiment: LENZ reported a Q4 2025 earnings miss (EPS and revenue below consensus), a direct catalyst that likely pressured the stock and prompted analyst revisions. Q4 2025 Earnings Call Summary
• Negative Sentiment: Citigroup cut its price target sharply (from $52 to $26) despite keeping a buy rating — the lower PT reduces near‑term upside expectations from some institutional investors. Citigroup Lowers LENZ Price Target

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.