Tyra Biosciences, Inc. (TYRA) stock: insider buying, earnings and risk | BrightDollar

Tyra Biosciences, Inc. · Drugmakers

TYRA

High riskNext report: In 7 days (est.)

The short version

A company still losing money, with high risk. Institutions are adding.

Going well

No debt reported

Watch out for

About 10 months of cash left at its current burn
Share count growing 12.5% a year (dilution)
Losing money, losses are large next to sales

Money moves

No insider buying or selling in the last 30 days
Institutions added 4.1% to their holdings in the quarter ending June 2026 (104 bought, 69 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$20.43-0.1% that day

Company value: $1.2B; Share price times all shares
Cash vs value: 6%; Cash as a share of company value

From TYRA's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Profit, Jun '26

-$45.6M

Sep '23Tap a barJun '26

Last 12 months: -$148.6M.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

1/5Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.-39.8%
PassDebt under half of equityNot relying on borrowed money.No debt reported
MissProfitable every yearSteady profits, not one good year.0 of 6 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$95.3M
MissShare count not growingNot diluting owners. Falling means buybacks.+42.3% in 3 years

Total debt: None; 0.00x equity
Current ratio: 14.67x; short-term assets / bills due
Free cash flow: -$95.3M

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: net margin 10%+, gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 4

EPS: -$0.69; vs -$0.47
Free cash flow: -$31.1M
Share count: +10.8%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 1
Normal week: 1.5
vs normal: 0.7x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+4.1%

Institutions added 4.1% to their holdings. 104 bought, 69 sold. 3 quarters of net buying in a row.

Shares held by institutions69.4M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+11.6%

Cash runwayAt last year's cash burn

9 months

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

60M

Why high risk

Losing money, losses are large next to sales
About 9 months of cash left at its current burn
Share count growing 11.6% a year (dilution)
2 offering filings in 6 months (may sell new shares)

Earnings reports

Last 12

Next reportIn 7 days (est.)Estimated from the same quarter last year

Results filedAug 4
Results filedMay 13
Results filedMar 2
Results filedNov 5, 2025
Results filedAug 14, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Oct 27 · View filing ↗Big holder New 5%+ holder (passive)Sep 21 · View filing ↗Big holder 5%+ holder update (active)Sep 17 · View filing ↗Activist New 5%+ holder (passive)Sep 17 · View filing ↗Big holder Offering prospectusSep 15 · View filing ↗Offering 5%+ holder update (passive)Aug 14 · View filing ↗Big holder 5%+ holder update (passive)Aug 14 · View filing ↗Big holder Offering prospectusAug 4 · View filing ↗Offering New 5%+ holder (passive)Jul 30 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

5%+ holder update (passive)Oct 27 · Form SCHEDULE 13G/A ↗New 5%+ holder (passive)Sep 21 · Form SCHEDULE 13G ↗New 5%+ holder (passive)Sep 17 · Form SCHEDULE 13G ↗

BoughtRA CAPITAL MANAGEMENT, L.P.Director, 10% owner

9,078,529 shares at $22.03 · $200.0M

+358% of holdings
Now owns 11,616,986 shares
Exercise price $0.00
Pre-Funded Warrants (Right to Buy)
Held See footnotes
Filed 2 days after trade
Joint filing with 4 others

Sep 15Form 4 ↗

5%+ holder update (active)Sep 17 · Form SCHEDULE 13D/A ↗

Stock awardAlan FuhrmanChief Financial Officer

951 shares at $9.13 · $9K

+3% of holdings
Now owns 37,115 shares
Filed 2 days after trade

Sep 15Form 4 ↗

Stock awardYuliya RuebVice President, Finance (PAO)

2,925 shares at $9.13 · $27K

+35% of holdings
Now owns 11,258 shares
Filed 2 days after trade

Sep 15Form 4 ↗

Stock awardTodd HarrisPresident and CEO, Director

864 shares at $9.13 · $8K

+0% of holdings
Now owns 1,438,495 shares
Filed 2 days after trade

Sep 15Form 4 ↗

Offering prospectusSep 15 · Form 424B5 ↗Other company newsSep 15 · Form 8-K ↗Shelf offering registrationSep 14 · Form S-3ASR ↗FWPSep 14 · Form FWP ↗

BoughtRehan VerjeeDirector

972 shares at $20.58 · $20K

New position
Now owns 972 shares
Filed 2 days after trade

Sep 9Form 4 ↗

Other company newsSep 9 · Form 8-K ↗5%+ holder update (passive)Aug 14 · Form SCHEDULE 13G/A ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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