Cullinan Therapeutics (CGEM) to Release Quarterly Earnings on Thursday

Cullinan Therapeutics (NASDAQ:CGEM) is projected to release its Q4 2025 results before the market opens on Thursday, February 26th. Analysts expect Cullinan Therapeutics to post earnings of ($0.80) per share and revenue of $5.5560 million for the quarter. Individuals can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Monday, March 9, 2026 at 9:30 AM ET.

Cullinan Therapeutics Stock Performance

Shares of CGEM stock opened at $13.99 on Tuesday. Cullinan Therapeutics has a 52 week low of $5.68 and a 52 week high of $14.51. The company’s 50 day moving average price is $11.33 and its two-hundred day moving average price is $9.22. The company has a market capitalization of $826.53 million, a P/E ratio of -4.23 and a beta of -0.09.

Insider Activity at Cullinan Therapeutics

In other news, insider Jeffrey Alan Jones sold 4,982 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $13.62, for a total value of $67,854.84. Following the completion of the sale, the insider owned 164,550 shares of the company’s stock, valued at approximately $2,241,171. This represents a 2.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Jennifer Michaelson sold 11,742 shares of the firm’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $14.08, for a total transaction of $165,327.36. Following the completion of the transaction, the insider directly owned 181,977 shares of the company’s stock, valued at $2,562,236.16. This represents a 6.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 71,081 shares of company stock worth $879,045. Insiders own 6.07% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Caitong International Asset Management Co. Ltd lifted its stake in Cullinan Therapeutics by 62.4% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 2,696 shares of the company’s stock valued at $28,000 after purchasing an additional 1,036 shares during the last quarter. Tower Research Capital LLC TRC increased its position in Cullinan Therapeutics by 44.6% during the second quarter. Tower Research Capital LLC TRC now owns 8,182 shares of the company’s stock worth $62,000 after buying an additional 2,523 shares during the last quarter. Quarry LP bought a new stake in Cullinan Therapeutics in the fourth quarter valued at approximately $99,000. Massar Capital Management LP acquired a new stake in shares of Cullinan Therapeutics in the second quarter valued at approximately $101,000. Finally, Great Lakes Advisors LLC bought a new position in shares of Cullinan Therapeutics during the 4th quarter worth approximately $128,000. 86.31% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Cullinan Therapeutics

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

• Positive Sentiment: Analyst bullish thesis — A recent write-up upgrades Cullinan to a Buy, citing a deep T‑cell engager pipeline, strong management, long-lived IP and a cash position north of $430M that supports development. The note highlights CLN‑049 (FLT3xCD3) showing ~30% complete remission rates in AML, favorable safety, broad applicability and a plausible single‑arm accelerated approval path, all of which underpin upside expectations. Seeking Alpha: Thesis Strengthening For This T-Cell Engager Specialist
• Neutral Sentiment: Technical/fundamental context — The stock is trading above its 50‑day ($11.26) and 200‑day ($9.17) moving averages and remains well off its 52‑week low, reflecting recent positive momentum; market cap is roughly $827M. MarketBeat: CGEM profile
• Negative Sentiment: Insider sales — CEO Nadim Ahmed sold 16,381 shares (≈$223k) on Feb 20, trimming his stake ~3.9%. CEO Filing
• Negative Sentiment: Insider sales — CFO Mary Kay Fenton sold 4,398 shares (≈$59.9k) on Feb 20, reducing her position ~3.4%. CFO Filing
• Negative Sentiment: Insider sales — Other insiders (Jennifer Michaelson, Jacquelyn Sumer, Jeffrey A. Jones) sold on Feb 20 (combined ~20,466 shares, ≈$284k total), each trimming low-single‑digit percentages of their holdings. The simultaneity and size of these sales introduce short‑term selling pressure despite the bullish clinical narrative. Insider Filings (examples)

Wall Street Analysts Forecast Growth

CGEM has been the topic of a number of research analyst reports. Weiss Ratings restated a “sell (e+)” rating on shares of Cullinan Therapeutics in a report on Monday, December 29th. Zacks Research cut Cullinan Therapeutics from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 19th. Morgan Stanley restated an “overweight” rating and issued a $30.00 price target on shares of Cullinan Therapeutics in a report on Thursday, January 8th. BTIG Research upped their price objective on Cullinan Therapeutics from $32.00 to $38.00 and gave the stock a “buy” rating in a research report on Monday, November 24th. Finally, New Street Research set a $26.00 price objective on Cullinan Therapeutics in a report on Thursday, November 20th. Eight analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $29.33.

Cullinan Therapeutics Company Profile

Cullinan Therapeutics, Inc, a biopharmaceutical company, focuses on developing oncology therapies for cancer patients in the United States. The company's lead program comprises CLN-619, a monoclonal antibody that is in Phase I clinical trial for the treatment of solid tumors. Its development portfolio also includes CLN-049, a humanized bispecific antibody that is in Phase I clinical trial for the treatment of acute myeloid leukemia or myelodysplastic syndrome; CLN-418, a human bispecific immune activator that is in Phase 1 clinical trial for the treatment of multiple solid tumors; and Zipalertinib, a bioavailable small-molecule for treating patients with non-small cell lung cancer.