Monte Rosa Therapeutics (NASDAQ:GLUE) Upgraded to Strong-Buy at TD Cowen

Posted by Francis Steltz on Aug 25th, 2026

Monte Rosa Therapeutics (NASDAQ:GLUE – Get Free Report) was upgraded by equities researchers at TD Cowen to a “strong-buy” rating in a research note issued on Monday,Zacks.com reports.

A number of other research analysts have also recently issued reports on GLUE. JPMorgan Chase & Co. cut their price target on Monte Rosa Therapeutics from $31.00 to $27.00 and set an “overweight” rating for the company in a report on Friday, August 7th. Guggenheim decreased their price objective on shares of Monte Rosa Therapeutics from $35.00 to $28.00 and set a “buy” rating on the stock in a report on Friday, August 7th. Jefferies Financial Group restated a “buy” rating on shares of Monte Rosa Therapeutics in a research report on Monday, July 27th. Wedbush dropped their target price on shares of Monte Rosa Therapeutics from $37.00 to $27.00 and set an “outperform” rating for the company in a research note on Monday, August 3rd. Finally, Wells Fargo & Company reduced their target price on shares of Monte Rosa Therapeutics from $29.00 to $27.00 and set an “overweight” rating on the stock in a research report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $28.50.

Get Our Latest Research Report on GLUE

Monte Rosa Therapeutics Stock Performance

Shares of GLUE opened at $13.77 on Monday. The stock has a fifty day moving average price of $20.04 and a two-hundred day moving average price of $18.77. Monte Rosa Therapeutics has a 52-week low of $4.54 and a 52-week high of $25.77. The company has a market cap of $1.17 billion, a price-to-earnings ratio of -7.82 and a beta of 1.59.

Monte Rosa Therapeutics (NASDAQ:GLUE – Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported ($0.43) EPS for the quarter, missing analysts’ consensus estimates of ($0.38) by ($0.05). The business had revenue of $8.97 million during the quarter, compared to analyst estimates of $12.91 million. Monte Rosa Therapeutics had a negative return on equity of 43.31% and a negative net margin of 560.85%. As a group, research analysts predict that Monte Rosa Therapeutics will post -1.32 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider Filip Janku sold 5,407 shares of Monte Rosa Therapeutics stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $24.50, for a total transaction of $132,471.50. Following the completion of the sale, the insider directly owned 60,612 shares of the company’s stock, valued at $1,484,994. The trade was a 8.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Jennifer Champoux sold 2,175 shares of the company’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $20.00, for a total value of $43,500.00. Following the completion of the sale, the chief operating officer owned 62,371 shares of the company’s stock, valued at $1,247,420. This represents a 3.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 81,778 shares of company stock valued at $1,768,581 in the last three months. 6.40% of the stock is currently owned by company insiders.

Institutional Trading of Monte Rosa Therapeutics

A number of institutional investors and hedge funds have recently modified their holdings of GLUE. California State Teachers Retirement System raised its position in shares of Monte Rosa Therapeutics by 39,776.6% in the 2nd quarter. California State Teachers Retirement System now owns 1,311,543 shares of the company’s stock valued at $31,739,000 after acquiring an additional 1,308,254 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in Monte Rosa Therapeutics by 239.5% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 65,451 shares of the company’s stock worth $1,584,000 after acquiring an additional 46,172 shares during the last quarter. Wellington Management Group LLP grew its holdings in Monte Rosa Therapeutics by 61.1% during the second quarter. Wellington Management Group LLP now owns 207,427 shares of the company’s stock valued at $5,020,000 after purchasing an additional 78,635 shares during the period. Nantahala Capital Management LLC bought a new stake in Monte Rosa Therapeutics in the second quarter valued at approximately $15,778,231,000. Finally, Empowered Funds LLC bought a new stake in Monte Rosa Therapeutics in the second quarter valued at approximately $7,968,000. 79.96% of the stock is owned by institutional investors.

About Monte Rosa Therapeutics

(Get Free Report)

Monte Rosa Therapeutics is a biotechnology company focused on accelerating drug discovery through the integration of single-cell genomics and artificial intelligence. Founded in 2020 and headquartered in Cambridge, Massachusetts, the company has built a proprietary platform designed to identify novel therapeutic targets and optimize lead candidates for areas of high unmet medical need. By combining cutting-edge computational methods with comprehensive cellular profiling, Monte Rosa aims to streamline the preclinical development process and uncover insights into disease biology that might otherwise remain hidden.

The company’s main business activities center on using its AI-driven discovery engine to pursue programs in immuno-oncology and neuroscience.