Kura Oncology, Inc. (KURA) Stock Price & Analysis
Kura Oncology, Inc. (KURA) closed at USD 10.56 on Thursday, October 29, 2026, down 1.49% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 10.72; the Oct 29, 2026 session ranged USD 10.5–10.96 on volume of 1,590,228 shares. Market capitalization is $939.42M, with a 52-week range of USD 7.36–13.9 (NMS). Source: Nexqual, retrieved October 29, 2026 at 22:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/KURA.md
Key facts (KURA)
- Last four reported quarters (through Jun 30, 2026): revenue $77.2M, net income -$297M (-384.3% margin), free cash flow -$117M (SEC filings).
- Insider open-market sales, last ~7 months: 13 Form 4 filings, $2.7M; 2 not under a Rule 10b5-1 plan ($273K); 0 by opportunistic insiders, 3 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 2 Form 4 filings, $2.4M; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.88 on a 1–5 scale) (16 analysts), mean target USD 31.85 (range 15–76).
- Total return with dividends: 1Y +1.1% vs S&P 500 +14.4%; 5Y -35.7% vs S&P 500 +79.1%.
- Next earnings: 2026-11-03, EPS estimate USD -0.81, revenue estimate $23.8M. All companies reporting that day: https://nexqual.com/earnings/2026-11-03
- Dividend: KURA paid no cash dividend in the last five years.
- Short interest: 16.52% of float (as of 2026-10-15), 8.0 days to cover.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (KURA)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | — | — | $0K | $53.9M | $67.5M | $77.2M |
| Operating income | — | -$140M | -$166M | -$193M | -$304M | -$318M |
| Net income | -$130M | -$136M | -$153M | -$174M | -$279M | -$297M |
| EPS (diluted) | -$1.97 | -$2.03 | -$2.08 | -$2.02 | -$3.18 | — |
| Free cash flow | -$106M | -$111M | -$125M | $134M | -$70.7M | -$117M |
| Operating margin | — | — | — | -358.5% | -449.9% | -411.9% |
| Net margin | — | — | — | -322.9% | -412.9% | -384.3% |
| Revenue growth | — | — | — | — | +25.2% | — |
| Cash + short-term investments | $518M | $438M | $424M | $727M | $667M | — |
| Total debt | — | $9.2M | $9.3M | $9.5M | $9.7M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (KURA)
P/S 12.2x · EV/Sales 5.6x · P/B 19.4x · FCF yield -12.50% · Earnings yield -31.59% · Net cash $509M · EV $430M
Insider sales (SEC Form 4, open-market, last ~7 months) (KURA)
11 of 13 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-28…2026-09-29 | Ford Kathleen | Chief Operating Officer | 10,574 | $112K | 6.9% | Yes (adopted May 29, 2026) | Routine (sold in Jan each year 2023–2025; this trade is outside those months) |
| 2026-09-28…2026-09-29 | Leoni Mollie | Chief Medical Officer | 41,250 | $440K | 22.6% | Yes (adopted March 19, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-28…2026-09-29 | Powl Brian T. | Chief Commercial Officer | 32,450 | $345K | 19.2% | Yes (adopted May 22, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-28 | Bair Teresa Brophy | Chief Legal Officer | 8,442 | $89K | 4.3% | Yes | Too little history (no open-market trades in 2023) |
| 2026-09-28 | Doyle Thomas James | SVP, Finance & Accounting | 4,607 | $48K | 3.1% | No | Routine (sold in Jan each year 2023–2025; this trade is outside those months) |
| 2026-09-24 | Burrows Francis | Chief Scientific Officer | 20,726 | $225K | 32.9% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-21 | Powl Brian T. | Chief Commercial Officer | 4,345 | $52K | 2.5% | Yes (adopted December 18, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-19 | Bair Teresa Brophy | Chief Legal Officer | 31,487 | $398K | 13.9% | Yes (adopted May 20, 2026) | Too little history (no open-market trades in 2023) |
| 2026-06-18 | Leoni Mollie | Chief Medical Officer | 84,929 | $834K | 31.8% | Yes (adopted March 19, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-21 | Powl Brian T. | Chief Commercial Officer | 10,000 | $110K | 5.4% | Yes (adopted December 18, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-19 | Powl Brian T. | Chief Commercial Officer | 339 | $3K | 0.2% | Yes (adopted December 18, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-19 | Ford Kathleen | Chief Operating Officer | 2,257 | $20K | 1.4% | Yes (adopted August 29, 2025) | Routine (sold in Jan each year 2023–2025; this trade is outside those months) |
| 2026-05-18 | Bair Teresa Brophy | Chief Legal Officer | 2,256 | $21K | 1% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (KURA)
2 purchases, $2.4M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-08-24 | Wilson Troy Edward | President and CEO | 100,000 | $1.2M | 12.39 | Too little history (no open-market trades in 2023) |
| 2026-08-17 | Wilson Troy Edward | President and CEO | 100,000 | $1.1M | 11.12 | Too little history (no open-market trades in 2023) |
Analysts (KURA)
Consensus Buy (mean 1.88 on a 1–5 scale), 16 analysts; mean target USD 31.85 (low 15, high 76).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-01 | JP Morgan | Initiated | Overweight | $30 |
| 2026-08-24 | Citizens | Reiterated | Market Outperform | $24 |
| 2026-08-13 | Wedbush | Target raised | Outperform | $36 → $38 |
| 2026-07-28 | Wedbush | Reiterated | Outperform | $36 |
Total return (dividends reinvested) (KURA)
| 1Y (from 2025-10-30) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +1.1% | -35.7% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | +1.1% | -8.4% |
| Volatility (annualized) | 56.8% | 60.4% |
| Max drawdown | -39.0% (Nov 2025→Feb 2026) | -76.5% (Mar 2024→Aug 2025) |
Dividends (KURA)
KURA paid no cash dividend in the last five years.
Short interest (KURA)
14,319,826 shares sold short, 16.52% of the float, as of Oct 15, 2026 (exchange short-interest report, published about twice a month). Prior report (Sep 15, 2026): 14,820,592 shares (-3.4%). Days to cover: 8.0 (short shares ÷ average daily volume).
KURA earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 12, 2026 | Quarter ended Jun 30, 2026 | −$0.77 | −$0.88 | Beat +12.5% | +1.6% |
| May 12, 2026 | Quarter ended Mar 31, 2026 | — | — | — | -0.3% |
| Mar 5, 2026 | Quarter ended Dec 31, 2025 | −$0.92 | −$0.49 | Miss −87.8% | +4.8% |
| Jan 12, 2026 | Quarter ended Dec 31, 2025 | −$0.92 | −$0.49 | Miss −87.8% | -2.1% |
| Nov 4, 2025 | Quarter ended Sep 30, 2025 | −$0.85 | −$0.68 | Miss −25.0% | +1.7% |
| Aug 7, 2025 | — | — | — | — | -8.1% |
| May 1, 2025 | — | — | — | — | -1.4% |
| Feb 26, 2025 | — | — | — | — | -2.9% |
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).
KURA recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 27, 2026 | Schedule 13G/A | BlackRock, Inc.: 8.9% of shares, passive 5%+ holder (amended) |
| Sep 9, 2026 | 8-K | Other material event “Subsidiary Financing Kura Oncology, Inc. (the "Company") formed a wholly owned subsidiary, Caspian Therapeutics, Inc. ("Caspian"), to focus on the development of next-generation menin inhibitors for the treatment of diabetes and other cardiometabolic diseases. On September 8, 2026, Caspian completed the sale and issuance of $50.0 million of shares of its Series A preferred stock in a private financing (the "Series A Financing"). The Company invested $4.3 million in the Series A Financing. As of immediately…” |
| Sep 8, 2026 | 8-K | Director or executive officer change, or pay arrangement “(c) Effective as of September 8, 2026, the Board of Directors (the "Board") of Kura Oncology, Inc. (the "Company") appointed Jennifer Fulk as the Company's Chief Financial Officer, principal financial officer (replacing Troy E. Wilson, Ph.D., J.D. solely with respect to such role) and principal accounting officer (replacing Thomas Doyle solely with respect to such role). Ms. Fulk, age 49, served as Chief Financial Officer of Soleno Therapeutics, Inc., from March 2026 to May 2026. Previously, she served as Chief…” |
| Aug 14, 2026 | Schedule 13G/A | Montanova Capital, LLC, Averill Master Fund, Ltd.: 9.7% of shares, passive 5%+ holder (amended) |
| Aug 12, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 12, 2026 | 8-K | Quarterly results |
| Jul 29, 2026 | 8-K | Director or executive officer change, or pay arrangement “(e) On July 24, 2026, Kura Oncology, Inc. (the " Company ") entered into a Second Amended and Restated Executive Employment Agreement with Troy E. Wilson, Ph.D., J.D., the Company's Chairman, President and Chief Executive Officer (the " Wilson Agreement ") to, among other things, modify certain severance provisions. On July 27, 2026, the Company entered into (i) an Amended and Restated Executive Employment Agreement with Brian Powl, the Company's Chief Commercial Officer (the " Powl Agreement ") and (ii) an…” |
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.
KURA revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| License & Collaboration Revenue | $11.8M | 56.3% | -23.1% |
| Collaboration Revenue | $11.8M | 56.3% | -23.1% |
| Product | $9.1M | 43.7% | — |
| Total revenue | $20.9M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
KURA suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Mirati Therapeutics | “For example, we depend on Mirati to supply adagrasib for the NSCLC, CRC and PDAC combination cohort of our FIT-001 trial.” |
| Partner | Kyowa Kirin | “the performance of our collaboration partners and the success of our collaborations, including our collaboration with Kyowa Kirin Co., Ltd. and Kyowa Kirin, Inc., or together Kyowa Kirin;” |
| Partner | Hercules Capital, Inc. (HTGC) | “In November 2022, we entered into a loan and security agreement with several banks and other financial institutions or entities party thereto, or collectively the Lenders, and Hercules Capital, Inc., or Hercules, in its capacity as administrative agent and collateral agent for itself and the Lenders, which was amended in October 2023 and October 2025, or the Loan Agreement, providing for up to $125.0 million in a …” |
| Partner | Leerink Partners | “In November 2023, we entered into a Sales Agreement with Leerink Partners LLC and Cantor Fitzgerald & Co., or the ATM Facility, under which we may offer and sell, from time to time, at our sole discretion, shares of our common stock having an aggregate offering price of up to $150.0 million.” |
| Partner | Novartis Pharma | “In 2021, we entered into a clinical collaboration with Novartis Pharma AG, or Novartis, to evaluate the combination of tipifarnib and alpelisib, a PI3K alpha inhibitor, in patients with HNSCC whose tumors have HRAS overexpression and/or PIK3CA mutation and/or amplification.” |
| Partner | Oxford Finance | “In connection with a loan and security agreement with Oxford Finance LLC and Silicon Valley Bank in 2016, we issued a warrant to Oxford Finance LLC to purchase up to 33,988 shares of our common stock at an exercise price of $3.31 per share, which remained outstanding as of December 31, 2025.” |
| Competitor | Johnson & Johnson (JNJ) | “We are aware of other companies with competing commercial or clinical-stage menin inhibitor programs, including Syndax, Janssen (Johnson & Johnson), Dainippon Sumitomo, Servier, Biomea Fusion and CHARM Therapeutics.” |
Quoted from the company's 10-K filed Mar 5, 2026.
KURA company outlook (results filed Aug 12, 2026)
- “Combined with $180 million in anticipated collaboration payments from Kyowa Kirin, the Company believes its current cash resources will be sufficient to fund the ziftomenib AML program through the topline results from the first pivotal Phase 3 KOMET-017 trial, anticipated in 2028.”
- “Such forward-looking statements are current only 6 as of the date they are made, and Kura assumes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.”
Quoted word-for-word from the SEC 8-K results press release.
KURA analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.81 | $-0.90 | +$0.10 | $23.8M | 10 |
| Next quarter (ends Dec 2026) | $-0.79 | $-0.85 | +$0.06 | $33.3M | 10 |
| Current fiscal year (ends Dec 2026) | $-3.17 | $-3.46 | +$0.28 | $96.3M | 10 |
| Next fiscal year (ends Dec 2027) | $-2.35 | $-2.60 | +$0.25 | $209.3M | 10 |
KURA options: expected move
Options price a move of about ±17.0% (±$1.83) by Nov 20, 2026, which includes earnings on Nov 3, 2026. Over the last 8 reports the stock moved ±2.9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 90.5% | ±17.0% |
| Dec 18, 2026 | 50 | 69.5% | ±24.1% |
| Jan 15, 2027 | 78 | 70.7% | ±19.4% |
| Apr 16, 2027 | 169 | 68.3% | ±36.6% |
30-day implied volatility 71.1% vs 48.2% realized over the last 30 trading days. Put/call ratio (volume) 1.86. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 22:21 UTC)
| Price | USD 10.56 |
|---|---|
| Change | ▼ 1.49% (down) |
| Previous Close | USD 10.72 |
| Open | USD 10.7 |
| Day Range | USD 10.5 – 10.96 |
| 52-Week Range | USD 7.36 – 13.9 |
| Volume | 1,590,228 shares |
| Market Cap | $939.42M |
| Exchange | NMS |
Technical Analysis (KURA)
Nexqual's technical model rates KURA "SELL" based on 2 bullish and 4 bearish signals across 127 daily candles, as of October 29, 2026 at 22:21 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 52.75 (neutral) |
| vs SMA50 | Below (USD 11.18) |
| MACD | -0.23 (negative) |
Analyst Ratings (KURA)
Wall Street analysts rate KURA "Buy" based on 16 analysts, with a mean price target of USD 31.85 (range USD 15–76), per Nexqual as of October 29, 2026 at 22:21 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 16 |
| Mean Target | USD 31.85 |
| High Target | USD 76 |
| Low Target | USD 15 |
| Buy / Hold / Sell | 15 / 1 / 0 |
Earnings (KURA)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD -0.81 |
| Revenue Estimate | $23.81M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.77 vs est -0.88 ▲ beat |
| 2025-12-31 | USD -0.92 vs est -0.49 ▼ miss |
| 2025-09-30 | USD -0.85 vs est -0.68 ▼ miss |
Source: Nexqual, October 29, 2026 at 22:21 UTC.
Financials & Fundamentals (KURA)
| Total Revenue | $77.22M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +36.50% |
| Gross Margin | -236.72% |
| Operating Margin | -349.77% |
| Profit Margin | +0.00% |
| ROE | -167.71% |
| Debt / Equity | 0.5 |
| Current Ratio | 4.73 |
| Total Cash | $519.02M |
| Total Debt | $24.45M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | -$117.43M (-152.1% of revenue) |
Source: Nexqual, October 29, 2026 at 22:21 UTC.
Financial Health Score (KURA)
Nexqual rates Kura Oncology, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 22:21 UTC.
| Growth | Strong — Revenue +25% YoY (annual) |
|---|---|
| Profitability | Critical — Heavily loss-making — early-stage company |
| Balance Sheet | Strong — $519M cash and investments vs $10M debt (Jun 2026, SEC), net cash |
| Cash Flow | Weak — FCF negative: -$117M (last 4 quarters to Jun 2026, SEC), burning cash |
| Efficiency | Critical — ROE -613%, ROA -50.5% (last 4 quarters, SEC) |
Ownership (KURA)
| Insider Ownership | +1.40% |
|---|---|
| Institutional Ownership | +100.09% |
| Shares Outstanding | 88.96M |
| Float | 70.53M |
| Short % of Float | +16.52% |
Source: Nexqual, October 29, 2026 at 22:21 UTC.
Leadership (KURA)
Kura Oncology, Inc. is led by Troy Edward Wilson, Chairman, CEO & President, per Nexqual as of October 29, 2026 at 22:21 UTC.
| Chairman, CEO & President | Troy Edward Wilson |
|---|---|
| Chief Operating Officer | Kathleen Ford |
| Chief Financial Officer | Jennifer Fulk |
| Senior Vice President of Finance & Accounting | Thomas Doyle |
| Chief Scientific Officer | Francis J. Burrows |
Major Backers & Investors (KURA)
Notable institutional backers of Kura Oncology, Inc. include Montanova Capital LLC, BVF Inc., Armistice Capital, LLC, according to Nexqual as of October 29, 2026 at 22:21 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Montanova Capital LLC | 9.64% |
| BVF Inc. | 9.49% |
| Armistice Capital, LLC | 4.13% |
| AQR Capital Management, LLC | 3.51% |
| Goldman Sachs | 2.55% |
| Alethea Capital Management, LLC | 2.44% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 11.81% |
| State Street | 5.99% |
| Vanguard Group | 4.4% |
| Geode Capital | 2.51% |
Source: Nexqual, October 29, 2026 at 22:21 UTC.
From Kura Oncology, Inc.'s Latest SEC 10-K Filing (filed 2026-03-05)
Partnerships
- In December 2014, we entered into a license agreement with the University of Michigan, which was most recently amended in August 2017, that grants us exclusive worldwide rights under certain patent rights to compounds in our menin-KMT2A program.
- The license agreement with the University of Michigan will terminate upon the last-to-expire patent rights, or may be terminated by us at any time with 90 days written notice of termination or terminated by the University of Michigan upon a bankruptcy by us, payment failure by us that is not cured within 30 days or a material breach of the agreement by us that is not cured within 60 days.
Legal & Regulatory Risks (Item 1A, quoted)
- Product liability lawsuits against us could cause us to incur substantial liabilities and to limit commercialization of KOMZIFTI or any other approved products.
- Our marketing approval for KOMZIFTI in the United States for adult patients with relapsed or refractory NPM1-mutated AML is subject to post-approval regulatory requirements and commitments, and we may be subject to penalties, restrictions or withdrawal from the market if we fail to comply with these requirements and commitments or if we experience unanticipated problems with KOMZIFTI.
- We anticipate that our current product candidates and any future product candidates may be used in combination with third-party drugs or biologics, some of which may still be in development, and we have limited or no control over the supply, regulatory status, or regulatory approval of such drugs or biologics.
- Failure by us or our third-party collaborators to develop, validate and obtain regulatory approval for a diagnostic testing platform could harm our drug development strategy and operational results.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 22:21 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt