Maze Therapeutics

MAZE · NASDAQ

$32.45+$2.75 (+9.26%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $29.70

MAZE analyst rating

BuyConsensus of 10 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy10
Hold0
Underperform0
Sell0

12-month price target · 14 analysts

Average $63.52 (+95.7% upside)

Low: $46.46
Now: $32.45
High: $115.50

Upgrades and downgrades

The latest rating actions, newest first

MAZE analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Canaccord Genuity	Oct 19, 2026	Initiates	Buy	$75.00	41%
HC Wainwright & Co.	Sep 24, 2026	Maintains	Buy	$110.00	16%
Citigroup	Sep 23, 2026	Initiates	Buy	$50.00	39%
Wedbush	Sep 23, 2026	Maintains	Outperform	$48.00	40%
BTIG	Sep 22, 2026	Maintains	Buy	$46.00	34%
BTIG	Aug 12, 2026	Maintains	Buy	$46.00	34%
Truist Securities	Apr 14, 2026	Maintains	Buy	$68.00 → $64.00	36%
JP Morgan	Mar 31, 2026	Maintains	Overweight	$52.00 → $58.00	48%
BTIG	Mar 25, 2026	Maintains	Buy	$46.00	34%
HC Wainwright & Co.	Mar 25, 2026	Maintains	Buy	$60.00 → $110.00	16%

The case for and against

Updated Oct 15, 2026

Bull case

Maze Therapeutics is supported by a compelling genetics-led pipeline that could address large, underdiagnosed markets in CKD and PKU, with APOL1-targeted therapies potentially serving an estimated ~250k U.S. patients with proteinuric kidney disease and ~1 million with high-risk APOL1 genotype. The outlook is further strengthened by MZE829’s preliminary March data showing -49% uACR reductions in AMKD patients without diabetes, a clean safety profile, and a comfortable dose margin at 250mg QD versus higher tolerated doses, while updated HORIZON data in 4Q26 may further validate the asset. MZE782 also adds diversification and a valuation floor, as its Phase 2 PKU study is underway with data expected in 2027 and its convenient oral profile could compete favorably against injection-heavy options like Palynziq.

Bear case

Maze Therapeutics is viewed negatively because its value remains highly contingent on two early clinical assets, MZE829 and MZE782, both of which still face meaningful risks of failure in clinical studies, regulatory approval, and eventual commercialization. Although the company reported encouraging HORIZON Phase 2 data in March 2026, the dataset was small, open-label, and only 12 patients were efficacy evaluable, so the results are not yet strong enough to de-risk the pipeline or prove durable disease modification. Financially, the April registered offering lifted cash to $495M and extended runway into 2029, but the company is still expected to need additional external funding, leaving shareholders exposed to dilution and development delays if capital markets tighten.

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