VERA

Vera TherapeuticsB

Nasdaq / Pharmaceuticals, Biotechnology & Life Sciences

At close

2026-07-18

Current thesis

The positive case is that Vera is days away from a major regulatory decision, has communicated launch readiness, and has a visible follow-on value path via Q3 2026 eGFR data and a potential Q4 2026 full-approval filing [#SEC-8K-2026-05-07] [#8-K-2026-06-02].

Posture

Constructive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta +5.7.

What can break

Commercialization is still pre-launch; payer access, physician adoption, and field execution remain unproven despite management's readiness commentary [#SEC-8K-2026-05-07].

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $46.00 · Bull $70.00 · Bear $18.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-07-02 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $81.79

Why

Momentum75 · Δ7d +4.1

Value41 · Δ7d -0.1

Sentiment61 · Δ7d +5.7

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Sentiment · See AI snapshot

Momentum

26% active weight

Current posture

7d trendSoftening

Δ7d

+4.1

Δ21d

+42.1

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.1

Δ21d

0.0

Sentiment

34% active weight

Current posture

7d trendImproving

Δ7d

+5.7

Δ21d

-39.4

Why this grade

Composite grade B. Momentum 75.2 / Value 41.1 / Sentiment 61.5

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$2.76B

Beta

1.16

Shares Out

71.78M

P/E (TTM) · Derived

-8.3

P/S (TTM)

P/FCF (TTM) · Derived

-8.75

Rev YoY

EPS YoY

+108.6%

Gross Margin

Op Margin

Net Debt

-$637.28M

Current Ratio

13.47

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology