Erasca, Inc. (ERAS) Stock Price & Analysis

Erasca, Inc. (ERAS) closed at USD 15.12 on Wednesday, October 28, 2026, down 0.66% on the day. The US market is currently closed; this is not a live price.

The prior close was USD 15.22; the Oct 28, 2026 session ranged USD 14.45–15.32 on volume of 3,391,417 shares. Market capitalization is $5.29B, with a 52-week range of USD 2.11–24.28 (NMS). Source: Nexqual, retrieved October 29, 2026 at 07:39 UTC.

Also available as compact Markdown for AI agents: nexqual.com/ERAS.md

Key facts (ERAS)

• Analysts: Buy (mean 2.00 on a 1–5 scale) (9 analysts), mean target USD 24.11 (range 20–33).
• Total return with dividends: 1Y +540.7% vs S&P 500 +13.6%; 5Y -23.6% vs S&P 500 +79.8%.
• Next earnings: 2026-11-11, EPS estimate USD -0.13, revenue estimate $0K.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ERAS)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (ERAS)

P/B 14.6x · FCF yield -1.85% · Earnings yield -5.43%

Analysts (ERAS)

Consensus Buy (mean 2.00 on a 1–5 scale), 9 analysts; mean target USD 24.11 (low 20, high 33).

Rating changes, last 120 days:

Total return (dividends reinvested) (ERAS)

ERAS earnings history and stock reaction

EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

ERAS recent SEC filings (last 120 days)

Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.

ERAS suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Mar 12, 2026.

Companies that name ERAS in their SEC reports

ERAS company outlook (results filed Aug 11, 2026)

• “ERAS-4001 Phase 1 preliminary monotherapy data expected in H2 2026 Cash, cash equivalents, and marketable securities of $384 million as of June 30, 2026; further strengthened balance sheet with upsized public offering of $632 million in July SAN DIEGO, August 11, 2026 (GLOBE NEWSWIRE) -- Erasca, Inc.”
• “Our recent financing should position us to accelerate ERAS-0015 toward three potentially registration-enabling trials while maintaining momentum across our broader pipeline, including the upcoming ERAS-4001 clinical data readout expected later this year.”
• “Erasca expects its current cash, cash equivalents, and marketable securities (inclusive of the net proceeds received from the July 2026 underwritten offering) will be sufficient to fund the Key Upcoming Milestones set forth above in this press release.”

Quoted word-for-word from the SEC 8-K results press release.

ERAS analyst estimates and revisions

ERAS options: expected move

Options price a move of about ±23.2% (±$3.48) by Nov 20, 2026, which includes earnings on Nov 11, 2026. Over the last 8 reports the stock moved ±6.4% on average.

30-day implied volatility 113.7% vs 67.2% realized over the last 30 trading days. Put/call ratio (volume) 0.03. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 29, 2026 at 07:39 UTC)

Technical Analysis (ERAS)

Nexqual's technical model rates ERAS "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 29, 2026 at 07:39 UTC.

Analyst Ratings (ERAS)

Wall Street analysts rate ERAS "Buy" based on 9 analysts, with a mean price target of USD 24.11 (range USD 20–33), per Nexqual as of October 29, 2026 at 07:39 UTC.

Earnings (ERAS)

Recent Earnings History

Source: Nexqual, October 29, 2026 at 07:39 UTC.

Financials & Fundamentals (ERAS)

Source: Nexqual, October 29, 2026 at 07:39 UTC.

Financial Health Score (ERAS)

Nexqual rates Erasca, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 07:39 UTC.

Ownership (ERAS)

Source: Nexqual, October 29, 2026 at 07:39 UTC.

Leadership (ERAS)

Erasca, Inc. is led by Jonathan E. Lim, Co-Founder, Chairman & CEO, per Nexqual as of October 29, 2026 at 07:39 UTC.

Major Backers & Investors (ERAS)

Notable institutional backers of Erasca, Inc. include Frazier Life Sciences Management, L.P. , T. Rowe Price, RTW Investments LP, according to Nexqual as of October 29, 2026 at 07:39 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 29, 2026 at 07:39 UTC.

From Erasca, Inc.'s Latest SEC 10-K Filing (filed 2026-03-12)

Key Strengths & Strategy (as disclosed to the SEC)

• Jonathan Lim, our Chairman, CEO, and Co-Founder, has helped pioneer transformative advancements in precision oncology and drug delivery, including leading Ignyta's trailblazing pursuit of a global tissue agnostic label for ROZLYTREK, which became the first drug in biopharmaceutical history to achieve the unprecedented triple crown of breakthrough designations with BTD (FDA), PRIME (EMA) and Sakigake (PMDA).
• Our pipeline enables us to pursue a systematic, data-driven, portfolio-wide clinical development effort to identify therapeutic approaches with the goal of prolonging survival in numerous patient populations with high unmet medical needs.
• Our modality-agnostic approach aims to allow us to selectively and potently target critical signaling nodes with the most appropriate modality, including small and large molecule therapeutics.
• Following this review, in order to prioritize organizational focus and resources to advance our differentiated RAS-targeting franchise, we decided to evaluate strategic alternatives for our naporafenib program, which we in-licensed from Novartis Pharma AG (Novartis).

Partnerships

• In March 2026, we sent a notice to Novartis to terminate our exclusive license agreement with Novartis (as amended, the Novartis Agreement) pursuant to which we acquired exclusive rights to develop naporafenib.
• Evaluate opportunities to accelerate development timelines and enhance the commercial potential of our programs in collaboration with third parties.

Legal & Regulatory Risks (Item 1A, quoted)

• We rely on third parties to conduct our clinical trials and preclinical studies. If these third parties do not successfully carry out their contractual duties, comply with applicable regulatory requirements or meet expected deadlines, our development programs and our ability to seek or obtain regulatory approval for or commercialize our product candidates may be delayed.
• Our product candidates and any products that we may develop may compete with other product candidates and products for access to manufacturing facilities. There are a limited number of manufacturers that operate under cGMP regulations and that might be capable of manufacturing for us, in particular due to the high potency of our product candidates.
• Our future growth may depend, in part, on our ability to operate in foreign markets, where we would be subject to additional regulatory burdens and other risks and uncertainties.
• We are subject to various US federal, state and foreign healthcare laws and regulations, which could increase compliance costs, and our failure to comply with these laws and regulations could harm our reputation, subject us to significant fines and liability or otherwise adversely affect our business.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 07:39 UTC. This page is informational and not investment advice.

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