Bicycle Therapeutics (NASDAQ:BCYC) Posts Earnings Results, Beats Estimates By $0.71 EPS

Bicycle Therapeutics (NASDAQ:BCYC) issued its quarterly earnings results on Tuesday. The company reported ($0.29) earnings per share (EPS) for the quarter, beating the consensus estimate of ($1.00) by $0.71, FiscalAI reports. Bicycle Therapeutics had a negative return on equity of 32.40% and a negative net margin of 301.66%.The firm had revenue of $47.96 million for the quarter, compared to analysts’ expectations of $7.08 million.

Bicycle Therapeutics Price Performance

Bicycle Therapeutics stock opened at $4.70 on Thursday. The stock’s 50 day moving average price is $5.87 and its 200 day moving average price is $6.79. Bicycle Therapeutics has a 1-year low of $4.59 and a 1-year high of $9.94. The company has a market cap of $326.04 million, a PE ratio of -1.49 and a beta of 1.65.

Insider Buying and Selling at Bicycle Therapeutics

In other Bicycle Therapeutics news, CFO Alethia Young sold 4,334 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $6.49, for a total value of $28,127.66. Following the completion of the sale, the chief financial officer owned 87,081 shares of the company’s stock, valued at approximately $565,155.69. This trade represents a 4.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Kevin Lee sold 10,989 shares of the business’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $6.46, for a total transaction of $70,988.94. Following the sale, the chief executive officer owned 618,996 shares in the company, valued at $3,998,714.16. The trade was a 1.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 38,029 shares of company stock valued at $251,966 in the last quarter. 22.90% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in BCYC. Millennium Management LLC lifted its position in shares of Bicycle Therapeutics by 156.5% during the 1st quarter. Millennium Management LLC now owns 453,428 shares of the company’s stock valued at $3,850,000 after acquiring an additional 276,671 shares during the period. Goldman Sachs Group Inc. acquired a new stake in shares of Bicycle Therapeutics in the 1st quarter worth approximately $214,000. Woodline Partners LP purchased a new position in Bicycle Therapeutics in the 1st quarter valued at approximately $3,088,000. Geode Capital Management LLC raised its holdings in Bicycle Therapeutics by 89.0% during the second quarter. Geode Capital Management LLC now owns 40,412 shares of the company’s stock worth $281,000 after purchasing an additional 19,035 shares during the last quarter. Finally, Legal & General Group Plc raised its holdings in Bicycle Therapeutics by 28.9% during the second quarter. Legal & General Group Plc now owns 174,910 shares of the company’s stock worth $1,214,000 after purchasing an additional 39,252 shares during the last quarter. 86.15% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. Jefferies Financial Group raised Bicycle Therapeutics to a “strong-buy” rating in a report on Tuesday, February 17th. Truist Financial set a $8.00 price objective on shares of Bicycle Therapeutics in a research report on Tuesday. Needham & Company LLC dropped their price objective on shares of Bicycle Therapeutics from $24.00 to $15.00 and set a “buy” rating on the stock in a research note on Wednesday. Oppenheimer cut their price objective on shares of Bicycle Therapeutics from $44.00 to $36.00 and set an “outperform” rating for the company in a research report on Wednesday. Finally, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Bicycle Therapeutics in a report on Monday, December 22nd. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, three have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $14.50.

Key Bicycle Therapeutics News

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

• Positive Sentiment: Q4 results materially beat expectations — Bicycle reported EPS of ($0.29) vs. consensus ($1.00) and revenue of $47.95M vs. $7.08M, a large topline surprise that supports the company’s commercial progress and clinical outlook. Read More.
• Neutral Sentiment: Short‑interest reports show a “large increase” flagged for March but list zero shares and NaN changes; the short‑interest ratio is reported as 0.0 days — this appears to be a reporting/data anomaly and is unlikely to be a meaningful driver while figures remain inconsistent.
• Negative Sentiment: Oppenheimer cut its price target from $44 to $36 but kept an “outperform” rating — a notable reduction in upside that can weigh on sentiment. Read More.
• Negative Sentiment: Royal Bank of Canada lowered its target from $11 to $7 and moved to “sector perform” — another downward revision that reduces analyst‑implied valuation. Read More.
• Negative Sentiment: Citizens Jmp trimmed its target from $12 to $8 while maintaining “market outperform” — a cut that may temper near‑term enthusiasm. Read More.
• Negative Sentiment: Needham lowered its target from $24 to $15 but kept a “buy” rating — another sizable reduction in analyst upside that could pressure the stock despite the buy rating. Read More.

About Bicycle Therapeutics

Bicycle Therapeutics plc is a clinical-stage biotechnology company specializing in the discovery and development of novel peptide therapeutics based on its proprietary bicyclic peptide platform. The company’s core technology leverages constrained peptide structures that combine the binding specificity of biologics with the favorable tissue-penetration properties of small molecules. This approach is designed to generate highly selective drug candidates with potential applications across a range of therapeutic areas, including oncology, neuroscience and immunology.

Bicycle Therapeutics maintains a diversified pipeline of internally developed programs as well as collaborations with leading pharmaceutical partners.