Monte Rosa Therapeutics, Inc. (GLUE)

NASDAQHealth CareBiotechnologySnapshot 2026-10-23

$10.84-2.43%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Monte Rosa Therapeutics, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	21.65M
EPS	—	-0.375
Annual ending 2026-12-31
Revenue	—	68.68M
EPS	—	-1.463
Annual ending 2027-12-31
Revenue	—	64.61M
EPS	—	-1.865

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
fund operations and capital expenditures into 2029	The company aims to fund operations and capital spending into 2029.	Intact	cash and equivalents fall below levels needed to fund operations through 2029	Cash and cash equivalents: $90.104M FY2026-Q2; GAAP. Published target: Maintain sufficient cash and equivalents to fund operations and capex into 2029. Target period is not explicitly aligned with this observation. Source date unavailable90,104,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_balance_sheet. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
GFORCE-1 study results in H2 2026	Positive clinical data and partnerships support future progress.	Intact	GFORCE-1 study results are negative or delayed beyond H2 2026	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
achieve ~23% revenue growth in FY27	A primary condition in Monte Rosa Therapeutics, Inc.'s published investment case. The stated target is >=23% YoY revenue growth.	Broken	YoY revenue growth falls below ~23% in FY27	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$-1.86

$-1.84 → $-1.86 · observed estimates

FY2027 revenue$0.06B

$0.06B → $0.06B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$-1.84	$58,210,286	5 / 5
2026-07-25	$-1.84	$58,210,286	5 / 5
2026-07-26	$-1.81	$58,171,430	7 / 7
2026-07-27	$-1.84	$58,210,286	5 / 5
2026-07-28	$-1.84	$58,210,286	5 / 5
2026-07-29	$-1.84	$58,210,286	5 / 5
2026-07-30	$-1.81	$58,171,430	7 / 7
2026-07-31	$-1.81	$58,171,430	7 / 7
2026-08-01	$-1.84	$58,210,286	5 / 5
2026-08-02	$-1.81	$58,171,430	7 / 7
2026-08-03	$-1.81	$58,171,430	7 / 7
2026-08-04	$-1.81	$58,171,430	7 / 7
2026-08-05	$-1.84	$58,210,286	5 / 5
2026-08-06	$-1.81	$58,171,430	7 / 7
2026-08-07	$-1.86	$56,924,571	5 / 5
2026-08-08	$-1.83	$81,440,000	7 / 5
2026-08-09	$-1.83	$81,440,000	7 / 5
2026-08-10	$-1.83	$81,440,000	7 / 5
2026-08-12	$-1.88	$57,067,430	7 / 7
2026-08-13	$-1.86	$56,924,571	5 / 5
2026-08-14	$-1.86	$56,924,571	5 / 5
2026-08-15	$-1.86	$56,924,571	5 / 5
2026-08-16	$-1.86	$56,924,571	5 / 5
2026-08-17	$-1.86	$56,924,571	5 / 5
2026-08-18	$-1.86	$56,924,571	5 / 5
2026-08-19	$-1.86	$56,924,571	5 / 5
2026-08-20	$-1.90	$57,067,429	5 / 5
2026-08-21	$-1.90	$57,067,429	5 / 5
2026-08-22	$-1.90	$57,067,429	5 / 5
2026-08-23	$-1.90	$57,067,429	5 / 5
2026-08-24	$-1.90	$57,067,429	5 / 5
2026-08-25	$-1.90	$57,067,429	5 / 5
2026-08-26	$-1.90	$57,067,429	5 / 5
2026-08-27	$-1.90	$57,067,429	5 / 5
2026-08-28	$-1.90	$57,067,429	5 / 5
2026-08-29	$-1.90	$57,067,429	5 / 5
2026-08-30	$-1.90	$57,067,429	5 / 5
2026-08-31	$-1.90	$57,067,429	5 / 5
2026-09-01	$-1.90	$57,067,429	5 / 5
2026-09-02	$-1.90	$57,067,429	5 / 5
2026-09-03	$-1.90	$57,067,429	5 / 5
2026-09-04	$-1.90	$57,067,429	5 / 5
2026-09-05	$-1.90	$57,067,429	5 / 5
2026-09-06	$-1.90	$57,067,429	5 / 5
2026-09-07	$-1.90	$57,067,429	5 / 5
2026-09-08	$-1.90	$57,067,429	5 / 5
2026-09-09	$-1.90	$57,067,429	5 / 5
2026-09-10	$-1.90	$57,067,429	5 / 5
2026-09-11	$-1.90	$57,067,429	5 / 5
2026-09-12	$-1.90	$57,067,429	5 / 5
2026-09-13	$-1.90	$57,067,429	5 / 5
2026-09-14	$-1.90	$57,067,429	5 / 5
2026-09-15	$-1.90	$57,067,429	5 / 5
2026-09-16	$-1.90	$57,067,429	5 / 5
2026-09-17	$-1.90	$57,067,429	5 / 5
2026-09-18	$-1.90	$57,067,429	5 / 5
2026-09-19	$-1.90	$57,067,429	5 / 5
2026-09-20	$-1.90	$57,067,429	5 / 5
2026-09-21	$-1.90	$57,067,429	5 / 5
2026-09-22	$-1.90	$57,067,429	5 / 5
2026-09-23	$-1.90	$57,067,429	5 / 5
2026-09-24	$-1.90	$57,067,429	5 / 5
2026-09-25	$-1.90	$57,067,429	5 / 5
2026-09-26	$-1.90	$57,067,429	5 / 5
2026-09-27	$-1.90	$57,067,429	5 / 5
2026-09-28	$-1.90	$57,067,429	5 / 5
2026-09-29	$-1.90	$57,067,429	5 / 5
2026-09-30	$-1.90	$57,067,429	5 / 5
2026-10-01	$-1.90	$57,067,429	5 / 5
2026-10-02	$-1.97	$53,934,000	6 / 6
2026-10-03	$-1.97	$53,934,000	6 / 6
2026-10-04	$-1.97	$53,934,000	6 / 6
2026-10-05	$-1.97	$53,934,000	6 / 6
2026-10-06	$-1.97	$53,934,000	6 / 6
2026-10-07	$-1.97	$53,934,000	6 / 6
2026-10-08	$-1.97	$53,934,000	6 / 6
2026-10-09	$-1.97	$53,934,000	6 / 6
2026-10-10	$-1.97	$53,934,000	6 / 6
2026-10-11	$-1.97	$53,934,000	6 / 6
2026-10-12	$-1.97	$53,934,000	6 / 6
2026-10-13	$-1.86	$64,608,000	7 / 7
2026-10-14	$-1.86	$64,608,000	7 / 7
2026-10-15	$-1.86	$64,608,000	7 / 7
2026-10-16	$-1.86	$64,608,000	7 / 7
2026-10-17	$-1.86	$64,608,000	7 / 7
2026-10-18	$-1.86	$64,608,000	7 / 7
2026-10-19	$-1.86	$64,608,000	7 / 7
2026-10-20	$-1.86	$64,608,000	7 / 7
2026-10-21	$-1.86	$64,608,000	7 / 7
2026-10-22	$-1.86	$64,608,000	7 / 7
2026-10-23	$-1.86	$64,608,000	7 / 7
2026-10-24	$-1.86	$64,608,000	7 / 7

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	8	0	0
2026-06-01	8	0	0
2026-07-01	8	0	0
2026-08-01	8	0	0
2026-09-01	8	0	0
2026-10-01	10	0	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 10 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

UBSOct 11

$19.00New observation · no comparable prior

Raymond JamesOct 5

$25.00New observation · no comparable prior

H.C. WainwrightOct 1

$25.00New observation · no comparable prior

$0$13.75$27.50

0 raises · 0 cuts · 0 unchanged · 3 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

fund operations and capital expenditures into 2029Cash and cash equivalents: $90.104M
GFORCE-1 study results in H2 2026Direct metric needs a verified mapping
achieve ~23% revenue growth in FY27Published status: Broken

Next proof point

Nov 5, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.2%Typical daily move · historical

Downside history

-61.5%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Monte Rosa Therapeutics, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a speculative clinical-development story, not an established compounder, because the company is loss-making and its results have been weak. The thesis is in a watch state: programs are advancing, but recent performance remains well below its industry cohort.

What's priced into Monte Rosa Therapeutics, Inc.

The valuation model tags expectations as justified, but with low confidence. GLUE carries a 4.19 premium versus peers, while the expectations gap is negative and optionality is the main valuation driver. That suggests the market gives weight to future program potential even as current execution is weak.

What the fundamentals likely do

Near term, earnings risk is elevated after recent misses, and the snapshot flags a high chance of another miss next quarter. Over the multi-year view, MRT-8102, MRT-6160, and MRT-2359 are moving through clinical development, though higher research spending and weak financial performance leave execution risk in place. Recent litigation adds another concern.

What Monte Rosa Therapeutics, Inc. hinges on

The multi-year thesis depends on planned Phase 2 studies starting and clinical programs continuing to advance, including progress with MRT-6160 and its milestone payments. Near term, guidance, employment data, and results from healthcare bellwethers could shape the backdrop; further guidance cuts or a weakening jobs trend would be unfavorable.