Insider Selling: Bicycle Therapeutics (NASDAQ:BCYC) Director Sells 3,431 Shares of Company Stock

October 7, 2026 by InsiderTrades.com

Key Points

CEO Kevin Lee sold 6,167 BCYC shares at an average price of $3.47, worth approximately $21,400. The sale covered tax withholding tied to vested equity awards and reduced his stake by 1.02%; he retained 597,504 shares.
Bicycle Therapeutics reported weak fundamentals, including quarterly EPS of -$0.72 versus a -$0.58 estimate and revenue of $0.63 million versus $4.22 million expected. Analysts anticipate a full-year loss of about $2.26 per share.
BCYC traded near its 52-week low at $3.79, while institutional investors owned 86.15% of the stock. Analysts’ average rating was “Hold,” with an average price target of $13.86.

Bicycle Therapeutics PLC Sponsored ADR (NASDAQ:BCYC - Get Free Report) Director Robert Swanton sold 3,431 shares of the company's stock in a transaction dated Friday, October 2nd. The shares were sold at an average price of $3.47, for a total transaction of $11,905.57. Following the transaction, the director owned 15,782 shares in the company, valued at $54,763.54. This represents a 17.86% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Bicycle Therapeutics Price Performance

BCYC stock opened at $3.79 on Wednesday. The company's 50-day moving average is $3.96 and its 200-day moving average is $4.30. The stock has a market capitalization of $265.26 million, a PE ratio of -1.39 and a beta of 1.68. Bicycle Therapeutics PLC Sponsored ADR has a 1 year low of $3.33 and a 1 year high of $9.16.

Bicycle Therapeutics (NASDAQ:BCYC - Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported ($0.72) EPS for the quarter, missing analysts' consensus estimates of ($0.58) by ($0.14). Bicycle Therapeutics had a negative net margin of 311.11% and a negative return on equity of 33.22%. The firm had revenue of $0.63 million during the quarter, compared to the consensus estimate of $4.22 million. On average, analysts anticipate that Bicycle Therapeutics PLC Sponsored ADR will post -2.26 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

BCYC has been the topic of a number of recent research reports. Weiss Ratings reiterated a "sell (e+)" rating on shares of Bicycle Therapeutics in a report on Wednesday, July 8th. Needham & Company LLC decreased their price target on shares of Bicycle Therapeutics from $15.00 to $14.00 and set a "buy" rating for the company in a research note on Thursday, July 30th. Finally, Wall Street Zen upgraded shares of Bicycle Therapeutics from a "strong sell" rating to a "sell" rating in a report on Saturday, August 15th. Five analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Hold" and an average price target of $13.86.

Get Our Latest Analysis on BCYC

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of BCYC. Renaissance Technologies LLC increased its position in Bicycle Therapeutics by 72.8% in the first quarter. Renaissance Technologies LLC now owns 979,300 shares of the company's stock worth $4,544,000 after buying an additional 412,700 shares during the last quarter. Armistice Capital LLC increased its holdings in Bicycle Therapeutics by 8.7% in the 4th quarter. Armistice Capital LLC now owns 3,236,000 shares of the company's stock worth $22,911,000 after acquiring an additional 258,000 shares during the last quarter. Flax Pond Capital LLC purchased a new stake in Bicycle Therapeutics in the 4th quarter worth about $1,229,000. Rangeley Capital LLC raised its stake in Bicycle Therapeutics by 76.0% in the 1st quarter. Rangeley Capital LLC now owns 232,260 shares of the company's stock valued at $1,078,000 after acquiring an additional 100,260 shares during the period. Finally, Marquette Asset Management LLC bought a new stake in Bicycle Therapeutics in the 2nd quarter valued at about $309,000. Institutional investors own 86.15% of the company's stock.

Bicycle Therapeutics News Roundup

Here are the key news stories impacting Bicycle Therapeutics this week:

Neutral Sentiment: Executives and a director collectively sold approximately 13,700 shares, but the sales were explicitly made to cover tax obligations tied to vesting and, in the COO’s case, executed under a pre-arranged Rule 10b5-1 plan. The amounts were small relative to their remaining holdings and Bicycle Therapeutics’ overall market capitalization. CFO SEC filing CEO SEC filing COO SEC filing
Neutral Sentiment: A head-to-head survey comparing Bicycle Therapeutics with Synlogic (NASDAQ: SYBX) was published, but the available report details do not identify a new operational, clinical, or financial catalyst for BCYC. Head-To-Head Survey: Bicycle Therapeutics and Synlogic
Negative Sentiment: The concentration of sales by the CEO, CFO, COO, and a director may have weighed on sentiment, particularly with BCYC trading near its 52-week low. The stock also remains pressured by weak fundamentals: its latest reported revenue substantially missed estimates, quarterly EPS was below consensus, and analysts expect a sizable full-year loss.

About Bicycle Therapeutics

(Get Free Report)

Bicycle Therapeutics plc (NASDAQ:BCYC) is a clinical-stage biotechnology company developing medicines based on its proprietary Bicycle molecule platform. The platform uses short, chemically constrained peptides designed to bind selectively to biological targets, with the goal of combining the tissue penetration and target specificity of small molecules with some of the binding characteristics of larger biologic medicines.

The company is focused primarily on oncology and is developing Bicycle toxin conjugates, immune-cell engaging molecules and other targeted therapeutics.