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Spero Therapeutics (SPRO)
NASDAQ:SPRO
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Spero Therapeutics (SPRO) AI Stock Analysis

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SPRO

Spero Therapeutics

(NASDAQ:SPRO)

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Neutral 56 (OpenAI - 5.2)
Rating:56Neutral
Price Target:
$2.50
▼(-3.47% Downside)
Action:Reiterated
Date:06/27/26
Overall score is driven primarily by improved but still inconsistent financial performance (profitability rebound offset by revenue decline and historically weak cash flow consistency). Technicals are a headwind due to bearish price action versus key moving averages and negative MACD. Valuation is supportive with a low P/E, while corporate events are mixed—FDA approval is positive but increased share authorization raises dilution risk.
Positive Factors
Regulatory approval — Utebzi
FDA approval for Utebzi is a durable commercial inflection: it creates the company’s first approved product addressing high unmet need, enables outpatient oral therapy adoption, and establishes a recurring revenue runway tied to clinical utility and guideline adoption over multiple years.
Negative Factors
Material dilution potential from share authorization
Doubling authorized shares and approving a sizable equity incentive plan creates a structural overhang: it enables significant future issuance for compensation, financing, or M&A, which can dilute EPS and shareholder ownership and may be used if cash generation falters during commercialization.
Read all positive and negative factors
Positive Factors
Negative Factors
Regulatory approval — Utebzi
FDA approval for Utebzi is a durable commercial inflection: it creates the company’s first approved product addressing high unmet need, enables outpatient oral therapy adoption, and establishes a recurring revenue runway tied to clinical utility and guideline adoption over multiple years.
Read all positive factors

Spero Therapeutics (SPRO) vs. SPDR S&P 500 ETF (SPY)

Spero Therapeutics Business Overview & Revenue Model

Company Description
Spero Therapeutics, Inc. is a biopharmaceutical firm in the clinical development stage, primarily focused on discovering, advancing, and commercializing innovative treatments for multi-drug resistant (MDR) bacterial infections and rare diseases wi...
How the Company Makes Money
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Spero Therapeutics Earnings Call Summary

Earnings Call Date:Aug 12, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Aug 12, 2026
Earnings Call Sentiment Positive
The earnings call reflected a positive outlook with significant achievements, particularly the successful Phase III trial for Tebipenem HBr and the improved financial metrics. However, challenges remain in the SPR720 program. Overall, the positive developments notably outweigh the negative aspects.
Positive Updates
Successful Phase III PIVOT-PO Trial for Tebipenem HBr
The Phase III PIVOT-PO trial evaluating Tebipenem HBr for complicated urinary tract infections met its primary endpoint and was stopped early for efficacy, demonstrating non-inferiority to intravenous imipenem-cilastatin.
Negative Updates
SPR720 Trial Challenges
The Phase IIa proof-of-concept study for SPR720 did not meet its primary endpoint, and there were potential dose-limiting safety signals, including reversible grade 3 hepatotoxicity in the high-dose cohort.
Read all updates
Q2-2025 Updates
Negative
Successful Phase III PIVOT-PO Trial for Tebipenem HBr
The Phase III PIVOT-PO trial evaluating Tebipenem HBr for complicated urinary tract infections met its primary endpoint and was stopped early for efficacy, demonstrating non-inferiority to intravenous imipenem-cilastatin.
Read all positive updates
Company Guidance
During Spero Therapeutics' second quarter 2025 earnings call, significant progress was highlighted, particularly in their lead clinical program for Tebipenem HBr targeting complicated urinary tract infections (cUTIs). The Phase III PIVOT-PO trial was stopped early for efficacy, demonstrating Tebipenem HBr's non-inferiority to intravenous imipenem-cilastatin, with primary endpoint achievement noted in a test of cure visit. The trial's early conclusion resulted in cost savings, extending the company's cash runway into 2028. Financially, Spero reported a second-quarter revenue of $14.2 million, up from $10.2 million in the prior year, mainly due to collaboration revenue from GSK. R&D expenses decreased from $23.7 million to $10.7 million year-over-year, while G&A expenses slightly increased to $5.9 million. The net loss narrowed significantly to $1.7 million from $17.9 million in the previous year, with a diluted net loss per share of $0.03 compared to $0.33. Looking ahead, Spero focuses on regulatory approval of Tebipenem HBr, with FDA action anticipated in the second half of 2026, supported by contingent milestone opportunities with GSK, potentially totaling $351 million.

Spero Therapeutics Financial Statement Overview

Summary
Mixed fundamentals. The latest TTM shows a strong rebound in profitability and a conservative balance sheet (low leverage), but revenue has recently declined and both earnings and cash flow have been highly volatile. Cash flow quality remains a key risk due to a history of operating cash burn despite recent positivity.
Income Statement
58
Neutral
Balance Sheet
72
Positive
Cash Flow
41
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Mar 2022
Income Statement
Total Revenue54.77M59.62M47.98M103.78M48.58M3.07M
Gross Profit54.77M59.62M-48.78M52.34M48.58M3.07M
EBITDA14.89M8.83M-72.48M27.15M-42.94M-87.17M
Net Income15.23M8.57M-68.57M22.81M-46.41M-89.76M
Balance Sheet
Total Assets59.02M68.92M110.54M182.39M124.80M171.07M
Cash, Cash Equivalents and Short-Term Investments56.13M40.27M52.89M76.33M109.11M146.40M
Total Debt2.47M2.90M4.30M5.54M6.65M7.33M
Total Liabilities6.09M9.90M64.42M75.50M48.87M82.78M
Stockholders Equity52.93M59.02M46.12M106.89M75.93M88.29M
Cash Flow
Free Cash Flow7.24M-12.62M-23.44M-32.99M-7.73M-64.35M
Operating Cash Flow7.24M-12.62M-23.44M-32.99M-7.73M-64.35M
Investing Cash Flow0.000.000.000.0033.81M7.67M
Financing Cash Flow0.000.000.00221.00K-29.55M84.05M

Spero Therapeutics Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2.59
Price Trends
50DMA
2.60
Negative
100DMA
2.52
Negative
200DMA
2.40
Negative
Market Momentum
MACD
-0.15
Positive
RSI
42.53
Neutral
STOCH
16.06
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SPRO, the sentiment is Negative. The current price of 2.59 is above the 20-day moving average (MA) of 2.51, below the 50-day MA of 2.60, and above the 200-day MA of 2.40, indicating a bearish trend. The MACD of -0.15 indicates Positive momentum. The RSI at 42.53 is Neutral, neither overbought nor oversold. The STOCH value of 16.06 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPRO.

Spero Therapeutics Risk Analysis

Spero Therapeutics disclosed 66 risk factors in its most recent earnings report. Spero Therapeutics reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Spero Therapeutics Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
56
Neutral
$127.96M8.2535.58%93.50%
55
Neutral
$612.76M-8.54-27.09%-1.14%
53
Neutral
$190.09M-1.13-117.86%-20.31%-23.75%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
49
Neutral
$149.85M-4.80-49.43%
47
Neutral
$166.83M-2.01-339.38%17.64%
44
Neutral
$160.38M-1.56-80.56%59.42%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SPRO
Spero Therapeutics
2.21
-0.69
-23.79%
MIST
Milestone Pharmaceuticals
1.34
-0.54
-28.72%
KRRO
Korro Bio
13.18
0.41
3.21%
CNTB
Connect Biopharma Holdings
2.38
1.32
124.53%
TNYA
Tenaya Therapeutics
0.74
0.14
22.55%
CTNM
Contineum Therapeutics, Inc. Class A
16.39
12.54
325.71%

Spero Therapeutics Corporate Events

Business Operations and StrategyShareholder Meetings
Spero Therapeutics Expands Stock Incentive Plan and Authorization
Positive
Jun 25, 2026
At its June 23, 2026 annual meeting, Spero Therapeutics stockholders approved a 2026 Stock Incentive Plan authorizing the issuance of up to 12,895,866 shares of common stock for equity-based compensation. At the same meeting, shareholders also app...
Business Operations and StrategyProduct-Related Announcements
Spero Therapeutics secures FDA approval for Utebzi
Positive
Jun 22, 2026
On June 17, 2026, Spero Therapeutics and GSK announced that the U.S. Food and Drug Administration approved Utebzi (tebipenem pivoxil), an oral antibiotic for adults with complicated urinary tract infections, including pyelonephritis, who have limi...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 27, 2026