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Bolt Biotherapeutics

BOLT · NASDAQ

$4.31+$0.27 (+6.68%)TodayMarket closed ·
Prev close $4.04

BOLT analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.
  • Strong buy0
  • Buy2
  • Hold0
  • Underperform0
  • Sell0

12-month price target · 4 analysts

Average $6.12 (+42.0% upside)

Low
$5.05
Now
$4.31
High
$7.35

Upgrades and downgrades

The latest rating actions, newest first

BOLT analyst upgrades, downgrades and rating actions
FirmDateActionRating
Rodman & RenshawMay 29, 2026InitiatesBuy
HC Wainwright & Co.May 28, 2026MaintainsBuy
HC Wainwright & Co.Mar 13, 2026MaintainsBuy

The case for and against

Updated Aug 29, 2026

Bull case

Bolt Biotherapeutics is poised for success due to the promising potential of its lead asset, BDC-4182, a Claudin 18.2-targeted immune stimulatory antibody conjugate. Not only does BDC-4182 differentiate itself from other Claudin 18.2-targeted agents by utilizing a TLR 7/8 agonist payload, it has also demonstrated superior anti-tumor activity and efficacy in immunologically cold tumors, setting it apart from traditional ADCs. Additionally, Bolt's solid financials, with a projected full-year net loss at a lower-than-expected $9.54 per share and a strong cash position, provide the necessary foundation for continued growth and success. Overall, Bolt Biotherapeutics has a positive outlook for long-term success and potential in the cancer immunotherapy market.

Bear case

Bolt Biotherapeutics is facing stiff competition in the field of Claudin 18.2-targeted agents in clinical development, and the company's lead asset, BDC-4182, may not stand out due to its use of a toll-like receptor agonist instead of a cytotoxic warhead. While preclinical data has shown promising anti-tumor activity and the potential to treat immunologically cold tumors, the company's Phase 1/2 study for advanced gastric and gastroesophageal cancer will not have data until 3Q26, making it difficult to gauge its efficacy and success. Additionally, Bolt Biotherapeutics operates in a single segment and has no current revenue, making it a high-risk, speculative investment option with no immediate potential for profitability.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.