LENZ Therapeutics (LENZ)

• Market cap: $879M
• 1 day: -1.96%
• 5 days: -10.88%
• 1 month: 0.14%
• 3 months: 17.17%
• 6 months: -6.36%
• Year to date: 2.51%
• 1 year: 55.66%
• 5 years: -77.61%
• 10 years: -77.61%
• Sector: Healthcare
• Industry: Biotechnology

About: LENZ Therapeutics Inc is a late-stage biopharmaceutical company focused on developing and commercializing therapies to improve vision and developing ophthalmic pharmaceutical products.. Its initial focus is the treatment of presbyopia, the inevitable loss of near vision that impacts the daily lives of nearly all people over 45.

Employees: 42

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

13% more funds holding

Funds holding: 94 [Q4 2024] → 106 (+12) [Q1 2025]

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

4.3% more ownership

Funds ownership: 72.23% [Q4 2024] → 76.53% (+4.3%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]

5% less capital invested

Capital invested by funds: $573M [Q4 2024] → $542M (-$31.4M) [Q1 2025]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $38 31% upside
• Avg. target: $45 56% upside
• High target: $51 76% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

HC Wainwright & Co. Matthew Caufield	31% upside $38	Buy Reiterated	8 May 2025
Piper Sandler Biren Amin	76% upside $51	Overweight Maintained	14 Apr 2025
Citigroup Yigal Nochomovitz	62% upside $47	Buy Maintained	20 Mar 2025