Q3 EPS Estimates for Ikena Oncology Lifted by William Blair

Key Points

• William Blair analysts raised their Q3 2025 EPS estimate for Ikena Oncology to ($1.00), significantly up from the previous estimate of ($1.68).
• Ikena Oncology's shares fell by 3.5%, opening at $17.28, with a market cap of $69.47 million.
• Significant insider transactions included Director Otello Stampacchia purchasing 267,556 shares at nearly $29.90 each, increasing his position by over 142%.

Ikena Oncology, Inc. (NASDAQ:IMA - Free Report) - Analysts at William Blair lifted their Q3 2025 earnings per share (EPS) estimates for Ikena Oncology in a note issued to investors on Wednesday, July 30th. William Blair analyst M. Phipps now expects that the company will earn ($1.00) per share for the quarter, up from their previous estimate of ($1.68). The consensus estimate for Ikena Oncology's current full-year earnings is ($0.91) per share. William Blair also issued estimates for Ikena Oncology's Q4 2025 earnings at ($0.89) EPS, FY2025 earnings at ($0.99) EPS, Q1 2026 earnings at ($0.85) EPS, Q2 2026 earnings at ($0.79) EPS, Q3 2026 earnings at ($0.80) EPS, Q4 2026 earnings at ($0.87) EPS, FY2026 earnings at ($3.32) EPS, FY2027 earnings at ($6.12) EPS and FY2028 earnings at ($7.24) EPS.

Ikena Oncology (NASDAQ:IMA - Get Free Report) last issued its earnings results on Thursday, July 24th. The company reported ($0.06) EPS for the quarter, topping the consensus estimate of ($0.14) by $0.08.

Separately, Wedbush dropped their target price on shares of Ikena Oncology from $25.00 to $23.00 and set a "neutral" rating for the company in a research report on Friday, July 25th.

Ikena Oncology Stock Down 3.5%

NASDAQ:IMA opened at $17.28 on Monday. Ikena Oncology has a 12-month low of $11.65 and a 12-month high of $23.28. The firm has a market capitalization of $69.47 million, a PE ratio of -2.25 and a beta of 0.51. The firm has a 50-day moving average price of $15.97 and a 200 day moving average price of $15.77.

Insiders Place Their Bets

In related news, Director Otello Stampacchia purchased 267,556 shares of the business's stock in a transaction on Friday, July 25th. The shares were purchased at an average price of $29.90 per share, with a total value of $7,999,924.40. Following the completion of the purchase, the director owned 454,982 shares in the company, valued at $13,603,961.80. This represents a 142.75% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director David P. Bonita purchased 83,611 shares of Ikena Oncology stock in a transaction dated Friday, July 25th. The stock was bought at an average price of $29.90 per share, with a total value of $2,499,968.90. Following the acquisition, the director directly owned 287,885 shares of the company's stock, valued at approximately $8,607,761.50. This trade represents a 40.93% increase in their ownership of the stock. The disclosure for this purchase can be found here. 5.94% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Ikena Oncology

Large investors have recently bought and sold shares of the company. BNP Paribas Financial Markets bought a new stake in Ikena Oncology during the fourth quarter worth about $72,000. XTX Topco Ltd grew its stake in Ikena Oncology by 350.6% in the first quarter. XTX Topco Ltd now owns 56,452 shares of the company's stock valued at $72,000 after purchasing an additional 43,924 shares in the last quarter. Squarepoint Ops LLC acquired a new position in shares of Ikena Oncology during the 4th quarter worth approximately $72,000. Northern Trust Corp raised its stake in shares of Ikena Oncology by 19.7% during the 4th quarter. Northern Trust Corp now owns 57,565 shares of the company's stock worth $94,000 after purchasing an additional 9,456 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its stake in shares of Ikena Oncology by 62.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 76,464 shares of the company's stock worth $98,000 after purchasing an additional 29,369 shares in the last quarter. Institutional investors and hedge funds own 75.00% of the company's stock.

About Ikena Oncology

ImageneBio, Inc, a clinical-stage biotechnology company, develops therapeutics for immunological and inflammatory diseases. Its lead product includes IMG-007, a non-depleting anti-OX40 mAb that has completed Phase 2a clinical trials for the treatment of atopic dermatitis and alopecia areata. The company was formerly known as Ikena Oncology, Inc and changed its name to ImageneBio, Inc in July 2025.

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