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Seaport Therapeutics

SPTX · NASDAQ

$19.28+$1.49 (+8.38%)TodayMarket closed ·
Prev close $17.79

SPTX analyst rating

BuyConsensus of 8 analysts over the last 12 months. 100% rate it a buy.
  • Strong buy1
  • Buy7
  • Hold0
  • Underperform0
  • Sell0

12-month price target · 9 analysts

Average $38.76 (+101.0% upside)

Low
$30.30
Now
$19.28
High
$52.50

Upgrades and downgrades

The latest rating actions, newest first

SPTX analyst upgrades, downgrades and rating actions
FirmDateActionRating
Canaccord GenuityOct 14, 2026InitiatesBuy
HC Wainwright & Co.Oct 8, 2026MaintainsBuy
Raymond JamesSep 25, 2026InitiatesStrong Buy
HC Wainwright & Co.Sep 10, 2026MaintainsBuy
Jones TradingAug 26, 2026InitiatesBuy
HC Wainwright & Co.Aug 20, 2026MaintainsBuy
HC Wainwright & Co.Aug 4, 2026MaintainsBuy
HC Wainwright & Co.Jul 15, 2026InitiatesBuy
CitigroupMay 26, 2026InitiatesBuy
Leerink PartnersMay 26, 2026InitiatesOutperform

The case for and against

Updated Oct 16, 2026

Bull case

Seaport Therapeutics is attractive because its Glyph platform targets well-validated neuropsychiatric mechanisms while solving historical limitations of oral delivery, and early data suggest it can materially improve exposure and tolerability. GlyphAgo delivered a 6.8-fold bioavailability increase versus unmodified agomelatine, with therapeutically relevant exposure after seven days and no serious or liver-related adverse events, while the addressable anxiety market is large at more than 300M people worldwide. GlyphAllo further strengthens the thesis by meeting its driving-safety endpoints without impairment in a Phase 1 study, and with BUOY-1 data slated for 1H27 and multiple additional catalysts into 2028, the pipeline offers multiple shots on goal.

Bear case

Seaport Therapeutics is a clinical-stage company whose value is still tied to unproven assets, so the case for a negative outlook centers on execution risk rather than current operating strength. Even with ~$427M in cash, cash equivalents and marketable securities as of mid-2026 and an estimated enterprise value of ~$2.74B, the pipeline remains dependent on GlyphAllo and GlyphAgo reaching completion, producing positive clinical results, and securing regulatory approval, particularly in the United States. The reliance on known APIs and a 60%/40% approval framework for the two candidates still leaves meaningful downside from lower-than-expected uptake, partnership friction, pricing pressure, and long-term equity dilution.

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