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Vera Therapeutics, Inc. (VERA)
NASDAQ:VERA
US Market
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Vera Therapeutics (VERA) AI Stock Analysis

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VERA

Vera Therapeutics

(NASDAQ:VERA)

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Neutral 49 (OpenAI - 5.2)
Rating:49Neutral
Price Target:
$31.00
▼(-12.55% Downside)
Action:Reiterated
Date:08/11/26
The score is held back primarily by weak financial performance (no revenue, large and rising losses, and heavy cash burn) and a bearish technical trend (price below all key moving averages with negative MACD). Offsetting this, corporate events are a major positive due to FDA accelerated approval and steps toward potential full approval, while valuation metrics provide limited support given the negative P/E and no dividend yield data.
Positive Factors
Regulatory Approval
FDA accelerated approval and a commercial launch materially de-risks Vera’s lead program by establishing a regulatory and market foothold. As a marketed therapy, TRUTAKNA creates a path from R&D to revenue, enables real-world data generation, and supports commercialization infrastructure and payer engagement over coming quarters.
Negative Factors
No Commercial Revenue
VERA remains largely pre-commercial; absence of recurring product sales means cash needs are driven by development spend and milestones. Heavy and widening net losses create sustained funding pressure, making long-term sustainability reliant on successful commercialization, milestone receipts, or dilutive financings.
Read all positive and negative factors
Positive Factors
Negative Factors
Regulatory Approval
FDA accelerated approval and a commercial launch materially de-risks Vera’s lead program by establishing a regulatory and market foothold. As a marketed therapy, TRUTAKNA creates a path from R&D to revenue, enables real-world data generation, and supports commercialization infrastructure and payer engagement over coming quarters.
Read all positive factors

Vera Therapeutics (VERA) vs. SPDR S&P 500 ETF (SPY)

Vera Therapeutics Business Overview & Revenue Model

Company Description
Vera Therapeutics, Inc. is a clinical-stage biotechnology company focused on the development and commercialization of treatments for significant immunological disorders, primarily within the United States. Their leading therapeutic candidate is at...
How the Company Makes Money
VERA is a clinical-stage biotechnology company and, based on publicly available information, it does not have an approved commercial product generating recurring product sales. As a result, its revenue (if any) is generally expected to come from n...

Vera Therapeutics Financial Statement Overview

Summary
Development-stage profile with no revenue and materially widening losses (net income -$401.9M TTM) alongside heavy and worsening cash burn (FCF -$338.9M TTM). Balance sheet leverage is modest (debt-to-equity ~0.18 TTM) and equity remains meaningful ($407.8M TTM), but sustainability depends on continued external funding.
Income Statement
18
Very Negative
Balance Sheet
58
Neutral
Cash Flow
22
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit871.00K0.000.000.00846.00K0.00
EBITDA-389.99M-291.62M-144.42M-92.18M-88.91M-32.41M
Net Income-401.89M-299.62M-152.15M-95.99M-89.06M-32.61M
Balance Sheet
Total Assets532.98M734.73M655.68M175.55M131.44M83.75M
Cash, Cash Equivalents and Short-Term Investments499.16M714.59M640.85M160.72M114.65M79.67M
Total Debt75.23M77.31M54.64M53.71M31.29M4.92M
Total Liabilities125.23M130.21M78.53M73.86M54.53M14.16M
Stockholders Equity407.76M604.52M577.15M101.69M76.91M69.59M
Cash Flow
Free Cash Flow-338.91M-241.73M-135.65M-92.24M-67.66M-23.71M
Operating Cash Flow-338.65M-241.10M-134.68M-92.18M-67.60M-23.71M
Investing Cash Flow45.47M194.29M-425.03M-39.43M-70.55M-4.20M
Financing Cash Flow292.94M308.90M606.67M133.54M101.93M53.88M

Vera Therapeutics Technical Analysis

Technical Analysis Sentiment
Negative
Last Price35.45
Price Trends
50DMA
36.39
Negative
100DMA
37.44
Negative
200DMA
38.96
Negative
Market Momentum
MACD
-1.94
Positive
RSI
37.13
Neutral
STOCH
49.30
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For VERA, the sentiment is Negative. The current price of 35.45 is above the 20-day moving average (MA) of 35.02, below the 50-day MA of 36.39, and below the 200-day MA of 38.96, indicating a bearish trend. The MACD of -1.94 indicates Positive momentum. The RSI at 37.13 is Neutral, neither overbought nor oversold. The STOCH value of 49.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for VERA.

Vera Therapeutics Risk Analysis

Vera Therapeutics disclosed 86 risk factors in its most recent earnings report. Vera Therapeutics reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Vera 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
66
Neutral
$4.73B-24.10-39.01%-18.88%
56
Neutral
$969.02M-10.01-10.79%5366.97%8.50%
55
Neutral
$2.67B-6.30-61.35%23220.33%13.06%
52
Neutral
$2.44B-10.66-67.40%-5.22%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
50
Neutral
$2.21B-3.13-866.46%39.46%
49
Neutral
$2.36B-5.39-74.86%-85.06%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VERA
Vera Therapeutics
31.58
11.41
56.57%
VRDN
Viridian Therapeutics
23.06
6.17
36.53%
PHVS
Pharvaris
34.84
14.00
67.18%
EWTX
Edgewise Therapeutics
44.58
31.59
243.19%
JANX
Janux Therapeutics Inc
16.41
-6.26
-27.61%
BHVN
Biohaven Ltd.
14.54
1.13
8.43%

Vera Therapeutics Corporate Events

Business Operations and StrategyExecutive/Board Changes
Vera Therapeutics Announces New Chief Regulatory Officer
Neutral
Jul 9, 2026
On July 9, 2026, Vera Therapeutics announced a leadership transition in its regulatory organization, reflecting a shift in senior oversight of its interactions with health authorities. Effective August 3, 2026, longtime regulatory leader William T...
Product-Related AnnouncementsRegulatory Filings and Compliance
Vera Therapeutics gains FDA nod for TRUTAKNA launch
Positive
Jul 7, 2026
On July 7, 2026, Vera Therapeutics announced that the U.S. Food and Drug Administration granted accelerated approval to TRUTAKNA™ (atacicept-vymj) to reduce proteinuria in adults with primary immunoglobulin A nephropathy at risk for disease ...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
Vera Therapeutics Advances Atacicept Approval Path in IgA Nephropathy
Positive
Jun 2, 2026
On June 2, 2026, Vera Therapeutics, Inc. announced it had reached agreement with the U.S. Food and Drug Administration on a revised, earlier analysis plan for the ORIGIN 3 study’s eGFR endpoint to support potential full approval of atacicept...
Executive/Board ChangesShareholder Meetings
Vera Therapeutics Stockholders Back Board, Governance Proposals
Positive
May 26, 2026
On May 21, 2026, Vera Therapeutics, Inc. held its 2026 Annual Meeting of Stockholders, with 71,713,905 shares of Class A common stock entitled to vote as of the March 24, 2026 record date. Stockholders elected three Class II directors—Michae...
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: Aug 11, 2026