ATRA · NASDAQ · Biotechnology

Atara Biotherapeutics

Supports Pierre Fabre’s global EBV-targeted tab-cel program through a lean partner-led operating model.

$9.20
After-hours close+0.07 (+0.77%)
At close$9.13(−1.30%)
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Profile

Atara Biotherapeutics, Inc.ATRAHealth Care

Supports Pierre Fabre’s global tab-cel program after transferring most related operating activities. Its lean partner-led model depends on the BLA resubmission process, milestones and royalties, and funding operations.

Built around allogeneic, Epstein–Barr virus-targeted T-cell therapies, the business now supports Pierre Fabre’s global tab-cel, also called EBVALLO, program. The arrangement replaced a broader independent drug-development model with a partner-led operation.

Pierre Fabre holds development, manufacturing, commercialization and BLA sponsorship responsibilities after the transfer of substantially all tab-cel activities and associated costs. Atara continues to support the partner while evaluating strategic alternatives.

Its remaining model depends on the partner-controlled U.S. resubmission process, resolution of FDA and manufacturing issues, potential milestones and royalties under the Pierre Fabre agreement, and its ability to fund operations.

Company facts

CEOAnhCo "Cokey" Nguyen, Ph.D.
ListedOct 16, 2014
ExchangeNASDAQ
HeadquartersThousand Oaks, CA
CountryUnited States
Employees13
CIK0001604464
ISINUS0465132068

Key statistics

Market cap$82.9M
EPS (ttm)−$1.18
P/E (ttm)−7.80
ROE44.7%
P/B−3.74
P/S13.38
Dividend yield
Beta1.29vs XLV 1.14

Year to date −48.6% · Average volume (30d) 50.5K

Analysts

Price target, next 12 months$13.00+41.3%Median of 13 analysts · vs the Aug 28 close
ConsensusHold4 of 13 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
May 18, 2026Freedom BrokerUpgradeSellHold
May 8, 2026Canaccord GenuityUpgradeHoldBuy$25$13
Jan 21, 2026Freedom BrokerDowngradeBuySell
Jan 13, 2026New StreetTarget$6
Jan 13, 2026Canaccord GenuityDowngradeBuyHold

Earnings

EPS

Estimate−$0.14
ReportedDue Nov 11, 2026

Revenue

Estimate$1.0M
ReportedDue Nov 11, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 12, 2026Q2 FY26−$0.32−$0.32−1.6%$550.0K$630.0K+14.5%−7.80%
Aug 11, 2026Q2 FY26−$0.32−$0.32−1.6%$550.0K$630.0K+14.5%+3.24%
May 12, 2026Q1 FY26−$0.33−$0.29+12.0%$2.9M$516.0K−82.2%+6.83%
Mar 16, 2026Q4 FY25−$0.09−$0.25−177.8%$3.4M$1.6M−51.2%−10.90%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$98.1M$17.6M$3.5M$1.6M$516.0K$630.0K
Gross profit$77.7M$17.0M$3.3M$1.5M$392.0K$439.0K
Operating income$38.8M$3.2M−$3.6M−$2.6M−$3.4M−$4.7M
Net income$38.0M$2.4M−$4.3M−$3.4M−$4.1M−$4.8M
Diluted EPS$3.50$0.19−$0.32−$0.25−$0.29−$0.32
Gross margin79.2%96.8%96.7%93.5%76.0%69.7%
Operating margin39.5%18.2%-103.5%-160.7%-652.9%-749.2%

Fiscal years (4-quarter sums)FY21 $20.3M · FY22 $63.6M · FY23 $8.6M · FY24 $128.9M · FY25 $120.8M

Balance sheet, Jun 30, 2026Cash & short-term investments $9.9M · Total debt $9.9M · Total assets $21.0M · Shareholders' equity −$37.0M

Dividends

No dividends on record.

Ownership

Institutions 49.59%4.47M sharesInsiders 26.23%2.36M sharesOther 24.18%2.18M shares

Shares outstanding 9.01M · Float 6.00M · 66.6% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Ecor1 Capital, LLC1.55M17.22%13FAug 14, 2026
Adiumentum Capital Fund I LP · director, 10 percent owner, other: See remarks1.21M13.42%Form 4May 16, 2025
Panacea Innovation Ltd · 10 percent owner1.01M11.22%Form 4May 11, 2026
Adage Capital Partners GP, L.L.C.850.0K9.43%13FAug 14, 2026
Point72 Asset Management, L.P.687.7K7.63%13FAug 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 17, 2026AnhCo Nguyendirector, officer: President and CEO−5,062$8.08
May 18, 2026Yanina Grant-Huertaofficer: Chief Accounting Officer−2,414$9.13
May 18, 2026AnhCo Nguyendirector, officer: President and CEO−5,241$9.13
May 7, 2026EcoR1 Capital, LLC10 percent owner+507,407$9.35
May 7, 2026Panacea Innovation Ltd10 percent owner−313,446$10.10
View details

Peers

CompareAfter-hours close

CompanyPriceChange
Atara Biotherapeutics$9.20+0.77%$82.9M14.513.4−96.4%
Gilead Sciences$139.30−4.36%$180.87B16.05.9+10.2%
Bristol-Myers Squibb$66.60+0.05%$136.00B14.710.52.8+5.7%
Novartis (ADR)$153.810.00%$292.35B23.216.45.3+0.9%
Median18.916.05.3+5.7%