Faeth Therapeutics

FTH · NASDAQ

$20.79+$1.35 (+6.94%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $19.44

FTH analyst rating

BuyConsensus of 12 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy12
Hold0
Underperform0
Sell0

12-month price target · 13 analysts

Average $57.80 (+178.0% upside)

Low: $46.46
Now: $20.79
High: $73.50

Upgrades and downgrades

The latest rating actions, newest first

FTH analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
William Blair	Oct 16, 2026	Initiates	Outperform	—	52%
Guggenheim	Sep 16, 2026	Initiates	Buy	$70.00	46%
LUCID CAPITAL MARKETS	Sep 14, 2026	Initiates	Buy	$59.00	36%
TD Cowen	Sep 9, 2026	Initiates	Buy	—	38%
Needham	Aug 21, 2026	Initiates	Buy	$56.00	38%
HC Wainwright & Co.	Aug 11, 2026	Maintains	Buy	$60.00	33%
Jones Trading	Aug 4, 2026	Initiates	Buy	$55.00	0%
Raymond James	Jul 31, 2026	Initiates	Outperform	$56.00	20%
Oppenheimer	Jul 28, 2026	Initiates	Outperform	$60.00	43%
Citizens	Jul 20, 2026	Initiates	Market Outperform	$51.00	14%

The case for and against

Updated Oct 17, 2026

Bull case

Faeth Therapeutics is favored because PIKTOR targets the validated multi-node PAM pathway with an all-oral serabelisib/sapanisertib combination that mirrors gedatolisib’s biology while addressing the key historical barrier in this class: tolerability. The thesis is strengthened by preclinical and PK/PD evidence showing pathway suppression at the 3 mg/200 mg RP2D, lower Cmax-driven toxicity risk, and early clinical signals including multiple complete responses in endometrial cancer and 3/5 CRs plus 1/5 PR in combination with paclitaxel. With a large unmet-need endometrial market estimated above $1 billion and meaningful read-through to HR+ mBC, the company appears well positioned ahead of year-end 2026 data as a differentiated fast follower.

Bear case

Faeth Therapeutics is a high-risk clinical-stage biotechnology name whose outlook is weakened by PIKTOR’s unproven efficacy and tolerability, since the company itself flags that Phase 2 data must still confirm meaningful target engagement, safety, and disease control. Its core PAM-pathway thesis is vulnerable to the sector’s long history of hyperglycemia, stomatitis, diarrhea, and rapid adaptive resistance, while competitors such as alpelisib, inavolisib, and Celcuity’s REVTORPYK continue to raise the bar in breast and endometrial cancer. Financially, Faeth expects annual equity raises of $100M-$200M from 2027E-2029E, implying dilution pressure across a modest 29.0 million fully-diluted share base and reinforcing the risk that clinical or commercial setbacks could force additional financing on unfavorable terms.

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