Stocks/CADL

CADL

Candel Therapeutics, Inc.
Healthcare·Biotechnology
$8.30
$456M market cap
Revenue
$0.0M
Free Cash Flow
$-29.7M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Candel Therapeutics, Inc., a clinical stage biopharmaceutical company, engages in the development immunotherapies for the cancer patients. The company develops CAN-2409, which is in Phase II clinical trails for the treatment of pancreatic cancer; Phase III clinical trials for the treatment of prostate cancer; and Phase II clinical trials for the treatment of lung cancer, as well as has completed Phase Ib/II clinical trials for the treatment of high-grade glioma. It also develops CAN-3110, which

2-Year Price History

$7.99+11.7%
$4.0$6.0$8.0$10volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.0-7.2-16.3-8.9-18.0-18.7-0.7194.81.862.4-62.3%-4.6x--
Act2025-Q40.0-27.9-15.8-29.5-10.6-11.0-0.4119.71.954.9-335.6%-19.7x--

Valuation & Metrics

Market Stats

Price$8.30
Market Cap$456M
Enterprise Value$263M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-6.5%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$0.0M
Net Income$-38.4M
Free Cash Flow$-29.7M

Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-199.0%
WC Change % Rev0.0%
Interest Coverage-11.8x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares14.7M
Days to Cover6.4
Change (vs Prior)-2.6%
Need at least 2 settlement dates for chart

Employees

Headcount38
Revenue / Employee$0
Gross Profit / Employee$0

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
39.7%(+18.8% YoY)
102 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
9.4%(+2.9% YoY)
8 filers
Vanguard, iShares, SPDR
Market makers
0.1%(-0.2% YoY)
4 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
FMR LLC$53.8M$6.48+$13.5M+$19.1M-0.0%$1.89T
RTW INVESTMENTS, LP$31.5M$4.90+$31.5M+$31.5M-2.2%$9.26B
ACORN CAPITAL ADVISORS, LLC$17.2M$7.06+$4.5M+$6.6M+7.5%$352M
BlackRock, Inc.Passive$15.2M$5.99+$1.2M+$6.6M-0.2%$5.69T
Saturn V Capital Management LP$14.2M$4.90+$14.2M+$14.2M+1.6%$552M
Portolan Capital Management, LLC$14.2M$5.95+$5.9M+$9.9M+1.2%$1.88B
VANGUARD CAPITAL MANAGEMENT LLCPassive$12.1M$4.90+$12.1M+$12.1M$4.04T
Vestal Point Capital, LP$5.5M$4.90+$5.5M+$5.5M-0.1%$3.58B
MILLENNIUM MANAGEMENT LLC$5.2M$5.08+$4.5M+$4.2M-0.5%$127.40B
GEODE CAPITAL MANAGEMENT, LLCPassive$5.1M$5.47+$284K+$1.7M+2.3%$1.61T
Halter Ferguson Financial Inc.$4.4M$7.04+$764K+$1.0M+2.5%$452M
STATE STREET CORPPassive$4.0M$6.14+$129K+$1.3M-0.2%$2.89T
HEIGHTS CAPITAL MANAGEMENT, INC$3.8M$5.05+$3.7M+$3.8M-2.4%$357M
Sands Capital Alternatives, LLC$2.0M$3.24+$0+$0-3.2%$421M
NORTHERN TRUST CORPPassive$1.6M$5.94+$136K+$429K-0.2%$755.34B
VANGUARD FIDUCIARY TRUST COPassive$1.4M$4.90+$1.4M+$1.4M$395.83B
VANGUARD PORTFOLIO MANAGEMENT LLCPassive$1.3M$4.90+$1.3M+$1.3M$1.91T
GOLDMAN SACHS GROUP INC$1.1M$5.61+$796K+$847K-0.2%$760.93B
ExodusPoint Capital Management, LP$1.1M$4.90+$1.1M+$1.1M-0.1%$10.04B
Ghisallo Capital Management LLC$980K$4.90+$980K+$980K+1.5%$2.56B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BEARISH
Holders
+0.30%
avg per quarter
Holders (ex-self)
+0.51%
excl. this stock
Buyers (this Q)
-0.48%
56 buyers · $0.10B in
Sellers (this Q)
+0.22%
28 sellers · $0.00B out
alpha coverage: 93% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-1.6%
how holders react when this stock falls
On quiet Qs
-0.4%
−10% to +10% baseline
On rallies (+10%+)
-6.5%
how they react when this stock rises
Holders' portfolio flow this Q
+3.7%
inflows — adds are organic
Sellers' portfolio flow this Q
+1.1%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-3.3%
Holder mid (any stock)
-3.1%
Holder rally (any stock)
-2.9%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

06.8M13.6M20.3M27.1M$0.92$2.86$4.80$6.74$8.682021-092022-092023-092024-092025-092026-03
hover the chart for per-quarter detailprice (right axis)
FMR LLC11.0MRTW INVESTMENTS, LP6.4MBAKER BROS. ADVISORS LPACORN CAPITAL ADVISORS, LLC3.5MNorthpond Ventures, LLCSaturn V Capital Management LP2.9MPortolan Capital Management, LLC2.9MBRAIDWELL LPFRANKLIN RESOURCES INCSands Capital Alternatives, LLC406K

Analyst Coverage

Analyst Coverage
Price Targets
Last Year (1 analysts)$15.008070.0%
Current Price$8.30
Analyst Ratings
9
1
Buy: 9Hold: 1Consensus: Buy

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$3.00M
1 txn · 1 insider · 550,458 sh
Sells ($, 12mo)
$10K
2 txns · 1 insider · 1,718 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-02-23BUYManning Paul Bdirector550,458$5.45$3.00M$15.06M
2025-07-28SELLNichols William Garrettofficer: Chief Medical Officer937$6.98$7K$366K
2025-06-30SELLNichols William Garrettofficer: Chief Medical Officer781$5.04$4K$265K

Order Flow (FINRA, ~3w lag)

37.4%retail-0.5pp
14.8%dark-4.9pp
week of 2026-04-13
10%20%30%40%50%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Candel Therapeutics: Paper Gains Masking Deep Operational Burn and Restrictive Debt Covenants

Overall Risk
7/10
Fraud
3/10
Dilution
8/10
Insolvency
6/10
Earnings Overstated
7/10
Hidden Liabilities
4/10
Legal
2/10
Audit Warnings
5/10
Hidden Upside
2/10
Contextually Acceptable
6/10