D. Boral Capital Raises Quince Therapeutics Price Target to $5 While Consensus Hits $8
Seven analysts rated Quince Therapeutics as "Moderate Buy" with an average 12-month price target of $8.00, while D. Boral Capital raised its target to $5.00 and Citigroup affirmed a market outperform rating. Institutional investors increased holdings, with Union Square Park boosting shares to 224,746 and GSA Capital up 158%.
1. Consensus Rating and Price Objective
Seven analysts covering Quince Therapeutics have issued a consensus rating of “Moderate Buy,” with one sell recommendation, one hold, four buys and one strong buy. The average twelve-month price objective across these brokerages stands at $8.00, reflecting growing confidence in the company’s lead program and broader platform potential.
2. Pivotal Phase 3 NEAT Trial in Ataxia-Telangiectasia
Quince’s eDSP-based EryDex candidate is entering the pivotal Phase 3 NEAT trial for Ataxia-Telangiectasia, expected to read out mid-Q1 2026. The study enrolls 6- to 9-year-olds, is designed with 90% power to detect a statistically significant change in neurological function, and follows recent regulatory guidance to address earlier design limitations. Success in this orphan indication could unlock access to a market estimated at over $1 billion annually with no approved therapies.
3. Recent Financial Performance and Projections
In its latest quarterly report, Quince posted a loss per share of $0.25, missing the consensus estimate of a $0.20 loss. Analysts now anticipate a full-year EPS of –$1.21. The company carries a market capitalization of $149.78 million, a negative P/E ratio of 2.22, and a beta of 1.15, underscoring both early-stage risk and potential for outsized returns upon clinical validation.
4. Institutional Ownership Trends
Institutional investors currently hold 30.75% of Quince’s shares. Notable activity during H2 2025 included XTX Topco establishing a new $37,000 position, GSA Capital Partners boosting its stake by 158% to 87,235 shares, Bridgeway Capital Management increasing its holding by 20.9% to 128,617 shares, Rockefeller Capital Management initiating a $280,000 position, and Union Square Park Capital Management expanding its stake by 86% to 224,746 shares.