ERASHealthcare · BiotechnologyThe 9 Wall Street analysts covering Erasca, Inc. hold a median 12-month price target of $22 — +52.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 55 of 100 as at 24 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Erasca, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (92): The shares have been drifting up relative to others.
Growth (28): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (23): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ERAS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +52.9% from it.
Of the 20 most recent actions, 6 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Aug 2026 | B of A Securities | Maintains | Neutral | $18 → $20 |
| 13 Aug 2026 | Guggenheim | Maintains | Buy | $20 → $21 |
| 12 Aug 2026 | HC Wainwright & Co. | Maintains | Buy | $18 → $22 |
| 20 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $12 → $21 |
| 20 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 14 July 2026 | B of A Securities | Maintains | Neutral | $16 → $18 |
| 14 July 2026 | B of A Securities | Maintains | Neutral | — |
| 4 June 2026 | B of A Securities | Upgrade | Neutral | $9.00 → $16 |
| 4 June 2026 | B of A Securities | Upgrade | Neutral | — |
| 12 May 2026 | Mizuho | Maintains | Outperform | — |
| 27 Apr 2026 | Stifel | Maintains | Buy | — |
| 18 Mar 2026 | JP Morgan | Maintains | Overweight | — |
| 16 Mar 2026 | Guggenheim | Maintains | Buy | — |
| 13 Mar 2026 | HC Wainwright & Co. | Maintains | Buy | — |
| 13 Mar 2026 | Mizuho | Maintains | Outperform | — |
| 13 Mar 2026 | Piper Sandler | Maintains | Overweight | — |
| 6 Mar 2026 | Clear Street | Maintains | Buy | — |
| 26 Jan 2026 | HC Wainwright & Co. | Maintains | Buy | — |
| 16 Jan 2026 | Piper Sandler | Maintains | Overweight | — |
| 13 Jan 2026 | HC Wainwright & Co. | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ERAS appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Erasca, Inc. returned +551.1% against +14.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 98% of US stocks
Cheaper than 7% of US stocks
Cheaper than 92% of US stocks
Higher than 32% of US stocks
Higher than 30% of US stocks
Higher than 16% of US stocks
Higher than 18% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Erasca, Inc. has a market value of $5.0B and an enterprise value of $4.8B.
Revenue in the twelve months to 30 June 2026: $0.0.
Net income over the same four quarters: −$287.2M.
Diluted earnings per share, trailing twelve months: $−0.95.
Free cash flow in the twelve months to 30 June 2026: −$252.1M.
Trailing P/E: −32.7×; forward P/E: −23.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Erasca, Inc. employs 103 people.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Erasca, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Business Wire reports that investors with $100,000 in losses have an opportunity to join a fraud investigation involving Erasca, Inc. with SBS Law.
Why it matters — The reported investigation may be relevant to ERAS watchers following legal matters involving the company.
Erasca, Inc. is described as a fully funded fast follower in RAS-targeted oncology, with roughly $1 billion in pro forma liquidity and up to three potential registration-enabling trials ahead. The FDA approval of daraxonrasib validated the RAS mechanism, shifting competition to tolerability and dose intensity, where ERAS-0015 shows potential differentiation with strong tolerability, no dose-limiting toxicities, and high dose intensity.
Why it matters — For ERAS watchers, the approval of a competing RAS-targeted agent reduces development risk for the mechanism and strengthens the case that ERAS-0015's tolerability and dose-intensity profile could support durable efficacy in key indications.
Bernstein Liebhard LLP announced that it is investigating potential breaches of fiduciary duty by certain directors and officers of Erasca, Inc. (NASDAQ: ERAS). The law firm is an investor rights firm that initiated the inquiry.
Why it matters — A shareholder investigation into potential fiduciary breaches by Erasca's leadership could draw attention to governance concerns among those following the company.
Johnson Fistel, PLLP announced it is investigating potential claims on behalf of current, long-term shareholders of Erasca, Inc. (NASDAQ: ERAS) against certain officers and directors for alleged breaches of fiduciary duty. The firm is encouraging affected shareholders to contact it regarding these potential claims.
Why it matters — An investigation into alleged breaches of fiduciary duty by Erasca's officers and directors could lead to legal claims against the company's leadership, which ERAS shareholders would want to track.
Erasca, Inc. presented at the Morgan Stanley 24th Annual Global Healthcare Conference, with a transcript of the presentation published by Seeking Alpha. The event provided a platform for the company to discuss its business with conference attendees.
Why it matters — A conference presentation offers ERAS watchers insight into how the company is positioning itself and communicating with the investment community.
The 9 Wall Street analysts covering Erasca, Inc. have a median 12-month price target of $22, with estimates ranging from $20 to $33. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering Erasca, Inc., 7 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Erasca, Inc. 55 out of 100 across roughly 4,600 US stocks as at 24 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 24 Oct 2026, Erasca, Inc. ranks 55 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (92 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +52.9% from the last close, and Ticker Nerd's factor model ranks Erasca, Inc. 55 out of 100 as at 24 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Erasca, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ERAS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $20 to $33 over the next 12 months.
Erasca, Inc. returned +551.1% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Erasca Inc. is a clinical-stage precision oncology company focused on discovering, developing, and commercializing therapies for cancers driven by the RAS/MAPK signaling pathway.
The most recent item we track (Business Wire, 23 Oct 2026): "ERAS Investors with $100,000 in Losses Have Opportunity to Join Erasca, Inc. Fraud Investigation with SBS Law". Business Wire reports that investors with $100,000 in losses have an opportunity to join a fraud investigation involving Erasca, Inc. with SBS Law.
Erasca Inc. is a clinical-stage precision oncology company focused on discovering, developing, and commercializing therapies for cancers driven by the RAS/MAPK signaling pathway. The company’s current portfolio centers on targeted drug candidates designed to address difficult-to-treat solid tumors through biomarker-guided approaches. Its development programs span multiple mechanisms, including agents that act on key nodes within the RAS/MAPK pathway and therapies intended to overcome resistance pathways in cancer cells. Erasca’s work is concentrated on precision medicine in oncology, with an emphasis on selecting patient populations most likely to benefit from its investigational treatments. Based in San Diego, California, Erasca plays a role in the biotechnology market as a research-driven company advancing experimental cancer therapies through clinical development and collaborative studies.
CEO Dr. Jonathan E. Lim M.D. · 103 employees · United States · https://www.erasca.com
