Bicara Therapeutics, Inc. (BCAX)
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
Research Workspace
Put BCAX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Biotechnology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Manage operating losses: Operating income: $-59.95M.
View ThesisThis stock is volatile — it swings about 2% on a typical day and fell roughly 68% in its worst 12-month stretch.
View RiskBCAX rests on its growth prospects, but the desk provides no revenue trend. Its latest quarter missed expectations, and the company remains unprofitable. No clean valuation multiple exists, so peer comparison is unavailable. The price is roughly in line with the growth forecast. The next-quarter miss probability is 61%. Operating losses pressure the thesis, with operating income at $-59.95M. Peer multiples imply a price about 71% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. BCAX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 14 analysts currently covering BCAX (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for BCAX in the last 4 months.
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Compare BCAX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BCAX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Biotechnology — fair value, gap to price, and forward P/E.
Compare the value case
Put BCAX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance FORTIFI-HN01 pivotal trial for HPV-negative HNSCC
Pivotal trial enrollment progress supports growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $9.73
The last 12 months of price, then the range of analyst 12-month targets from today’s $9.73.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Advances: Advance FORTIFI-HN01 pivotal trial for HPV-negative HNSCC
New CEO and CFO may enhance trial execution and strategy.

CEO's share sale raises concerns about leadership commitment.