Equity Profile

VERA

Vera Therapeutics, Inc.

Health CareBiotechnology$2.5B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Vera Therapeutics, Inc. is a biotechnology company focused on developing innovative therapies for patients with serious autoimmune diseases....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and performance, which investors will closely scrutinize this quarter.

N/A

Revenue

Revenue growth is crucial for assessing the company's market traction and overall health, especially given the lack of recent estimates.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

VERA Q2-2026 Earnings Preview

Context

Company Snapshot

Vera Therapeutics, Inc. is a biotechnology company focused on developing innovative therapies for patients with serious autoimmune diseases. Operating in the health care sector, Vera's work is significant as it addresses unmet medical needs in a growing market for specialized treatments.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

Avg EPS Surprise

-46.67%

Avg Stock Reaction

-2.15%

Last Quarter Recap

In Q1-2026, Vera reported an EPS of -$1.69, missing estimates by a significant margin. The stock reacted negatively, declining by 1.95% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Expectations are mixed ahead of the earnings report, with no analyst estimates available to guide investor sentiment. The stock has a history of missing EPS estimates, which may weigh on investor confidence.

Bull Case

If Vera can surprise investors with better-than-expected EPS or revenue, it could signal a turnaround and boost confidence in its pipeline.

Bear Case

Conversely, continued losses and lack of revenue could reinforce concerns about the company's viability and lead to further declines in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's history of missing EPS estimates, the market will closely watch this figure to gauge financial health.

What revenue figures can Vera provide this quarter?

Revenue is critical for assessing the company's growth potential and ability to sustain operations, especially in the competitive biotech landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a turnaround in Vera's financials, given the recent focus on cost-cutting measures and operational efficiency.

Supporting Evidence

Options are pricing a 41.63% move, indicating expectations of significant volatility that may not align with historical performance.

Insider selling activity could suggest a lack of confidence in the immediate future, which the market may be overlooking.

Key Risk

If EPS comes in better than expected, it could challenge the prevailing negative sentiment and shift investor outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Vera can stabilize its financial performance after a series of disappointing earnings.

Bull Confirmed If

An EPS loss of less than $1.50 would indicate improved cost management and operational efficiency.

Bear Confirmed If

An EPS loss greater than $1.75 would confirm ongoing financial struggles and could lead to further stock declines.

Pre-Earnings Positioning

Options Market

Implied Move

±41.63%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±41.6% while VERA has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

50.5%

Calls (14K)P/C Ratio: 0.02Puts (3K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Health Care

n=30

Fade rate: 13 of 29 (45%)

This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 3.7%, with a raw directional average of -1.4% (modestly negative historical bias).

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$1.0M

22,951 sh

1 insider

Net

$1.0M

Net selling

Most Active Insiders· 3 open-market trades

PRESIDENT AND CEOFordyce Marshall
$1.0M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Vera beats expectations, history suggests the stock could rise by around 3.5%, confirming a positive shift in investor sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious optimism.

Miss

If Vera misses estimates again, history suggests a potential decline of about 2.15%, reinforcing negative sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on the pipeline of therapies and their expected timelines.
2Details on cost management strategies and operational efficiencies.
3Insights into market demand for Vera's products and any partnerships.
4Management's outlook on future revenue generation and profitability.
5Responses to questions about recent insider selling and its implications.

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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Vera Therapeutics, Inc. is a biotechnology company focused on developing innovative therapies for patients with serious autoimmune diseases....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and performance, which investors will closely scrutinize this quarter.

N/A

Revenue

Revenue growth is crucial for assessing the company's market traction and overall health, especially given the lack of recent estimates.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

VERA Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

Avg EPS Surprise

-46.67%

Avg Stock Reaction

-2.15%

Last Quarter Recap

In Q1-2026, Vera reported an EPS of -$1.69, missing estimates by a significant margin. The stock reacted negatively, declining by 1.95% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Vera can surprise investors with better-than-expected EPS or revenue, it could signal a turnaround and boost confidence in its pipeline.

Bear Case

Conversely, continued losses and lack of revenue could reinforce concerns about the company's viability and lead to further declines in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's history of missing EPS estimates, the market will closely watch this figure to gauge financial health.

What revenue figures can Vera provide this quarter?

Revenue is critical for assessing the company's growth potential and ability to sustain operations, especially in the competitive biotech landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a turnaround in Vera's financials, given the recent focus on cost-cutting measures and operational efficiency.

Supporting Evidence

Options are pricing a 41.63% move, indicating expectations of significant volatility that may not align with historical performance.

Insider selling activity could suggest a lack of confidence in the immediate future, which the market may be overlooking.

Key Risk

If EPS comes in better than expected, it could challenge the prevailing negative sentiment and shift investor outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Vera can stabilize its financial performance after a series of disappointing earnings.

Bull Confirmed If

An EPS loss of less than $1.50 would indicate improved cost management and operational efficiency.

Bear Confirmed If

An EPS loss greater than $1.75 would confirm ongoing financial struggles and could lead to further stock declines.

Pre-Earnings Positioning

Options Market

Implied Move

±41.63%

Historical Avg

±3.5%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±41.6% while VERA has averaged ±3.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

50.5%

Calls (14K)P/C Ratio: 0.02Puts (3K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Health Care

n=30

Fade rate: 13 of 29 (45%)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$1.0M

22,951 sh

1 insider

Net

$1.0M

Net selling

Most Active Insiders· 3 open-market trades

PRESIDENT AND CEOFordyce Marshall
$1.0M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Vera beats expectations, history suggests the stock could rise by around 3.5%, confirming a positive shift in investor sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious optimism.

Miss

If Vera misses estimates again, history suggests a potential decline of about 2.15%, reinforcing negative sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on the pipeline of therapies and their expected timelines.
2Details on cost management strategies and operational efficiencies.
3Insights into market demand for Vera's products and any partnerships.
4Management's outlook on future revenue generation and profitability.
5Responses to questions about recent insider selling and its implications.