Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Megatrend and thematic drivers
Megatrends include Aging Population & Chronic Disease, and Precision Medicine. Themes include Oncology Treatments, Targeted Therapies, Show more.
Stock price has recently run up significantly
6M Rtn6 month market price return is 9223372036854775807%, 12M Rtn12 month market price return is 253067%
1  High stock price volatility
Vol 12M is 464%
2  Key risks
AKTS key risks include [1] its heavy dependence on a limited, Show more.
0 Megatrend and thematic drivers
Megatrends include Aging Population & Chronic Disease, and Precision Medicine. Themes include Oncology Treatments, Targeted Therapies, Show more.
1 Stock price has recently run up significantly
6M Rtn6 month market price return is 9223372036854775807%, 12M Rtn12 month market price return is 253067%
2 High stock price volatility
Vol 12M is 464%
3 Key risks
AKTS key risks include [1] its heavy dependence on a limited, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Aktis Oncology (AKTS) stock has gained about 9223372036854775803% since 11/30/2025 because of the following key factors:

1. Successful Initial Public Offering (IPO) established market valuation from a prior non-public status.

Aktis Oncology began trading on the Nasdaq Global Select Market on January 9, 2026, at an initial public offering price of $18.00 per share, raising approximately $365.4 million in gross proceeds. This transition from having no public trading price to an $18.00 per share valuation is the fundamental reason for the extraordinary percentage gain from a theoretical zero base.

2. U.S. FDA Fast Track designation granted to its lead radiopharmaceutical candidate.

On February 24, 2026, Aktis Oncology announced that the U.S. Food and Drug Administration (FDA) granted Fast Track designation for AKY-1189, its lead radiopharmaceutical candidate, for adult patients with locally advanced or metastatic urothelial cancer who have progressed after prior systemic therapies. This designation can expedite the development and review process.

Show more

Stock Movement Drivers

Fundamental Drivers

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Market Drivers

11/30/2025 to 3/29/2026
ReturnCorrelation
AKTS∞% 
Market (SPY)-5.3%
Sector (XLV)-8.7%

Fundamental Drivers

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Market Drivers

8/31/2025 to 3/29/2026
ReturnCorrelation
AKTS∞% 
Market (SPY)0.6%
Sector (XLV)5.2%

Fundamental Drivers

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Market Drivers

2/28/2025 to 3/29/2026
ReturnCorrelation
AKTS126483.3% 
Market (SPY)9.8%
Sector (XLV)-2.1%

Fundamental Drivers

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Market Drivers

2/28/2023 to 3/29/2026
ReturnCorrelation
AKTS306.1% 
Market (SPY)69.4%
Sector (XLV)18.4%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
AKTS Return-45%-58%-70%-99%-100%∞%-100%
Peers Return29%34%13%-0%2%8%115%
S&P 500 Return27%-19%24%23%16%-5%72%

Monthly Win Rates [3]
AKTS Win Rate25%50%50%25%33%0% 
Peers Win Rate45%60%40%53%55%60% 
S&P 500 Win Rate75%42%67%75%67%33% 

Max Drawdowns [4]
AKTS Max Drawdown-49%-65%-83%-99%-100%- 
Peers Max Drawdown-11%-20%-26%-29%-29%-12% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-5% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: LNTH, ATNM, CATX, LLY, BMY.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/27/2026 (YTD)

How Low Can It Go

Unique KeyEventAKTSS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-97.4%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven3770.8%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven802 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-53.7%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven115.9%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven38 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-73.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven274.6%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven802 days120 days

Compare to LNTH, ATNM, CATX, LLY, BMY

In The Past

Aktis Oncology's stock fell -97.4% during the 2022 Inflation Shock from a high on 2/5/2021. A -97.4% loss requires a 3770.8% gain to breakeven.

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Asset Allocation

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About Aktis Oncology (AKTS)

Akoustis Technologies, Inc., through its subsidiary, Akoustis, Inc., develops, designs, manufactures, and sells radio frequency (RF) filter products for the mobile wireless device industry in the United States. It operates through two segments, Foundry Fabrication Services and RF Filters. The Foundry Fabrication Services segment provides engineering review services; and semiconductor wafer-manufacturing and microelectromechanical systems foundry services. The RF Filters segment consists of amplifier and filter products. It offers RF filters for mobile wireless devices, such as smartphones and tablets, cellular infrastructure equipment, Wi-Fi customer premise equipment, and military and defense applications. The company was incorporated in 2013 and is headquartered in Huntersville, North Carolina.

AI Analysis | Feedback

  • It's like Corning, but instead of making specialized glass for smartphone screens, Akoustis makes the high-performance filters essential for wireless communication in your phone and Wi-Fi.
  • Think of it as a specialized TSMC or GlobalFoundries, but entirely focused on designing and manufacturing advanced radio frequency filters and MEMS for wireless devices.
  • It's like the "Intel Inside" for wireless communication, creating the critical filter components that enable your smartphone, Wi-Fi, and other wireless tech to function reliably.

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AI Analysis | Feedback

Here are the key risks to Aktis Oncology's business:

  1. Clinical Development and Regulatory Risk: As a clinical-stage oncology company, Aktis Oncology's success is heavily dependent on the successful development, clinical trials, and regulatory approval of its product candidates, such as AKY-1189 and AKY-2519. The company's lead candidate, AKY-1189, recently received FDA Fast Track designation for advanced urothelial cancer, which can accelerate development and review but does not mitigate the inherent scientific or clinical risks. Uncertainties exist regarding the progression and safety data from ongoing trials like NECTINIUM-2 Phase 1b, and the potential for its therapies to address a broad range of tumor types beyond those initially targeted remains to be fully established.
  2. Financial Risk and Reliance on External Funding: Aktis Oncology is currently unprofitable and is not expected to achieve profitability within the next three years, with analysts forecasting an average annual earnings decline of 25.5% over this period. The company is in an investment-heavy phase and will likely need to rely on external funding to finance its research and development activities and advance its pipeline. The ability to secure sufficient capital and manage its cash runway effectively are critical financial considerations.
  3. Supply Chain Risk for Alpha-Emitting Isotopes: Aktis Oncology specializes in developing radiopharmaceutical therapies that utilize alpha-emitting isotopes, such as Actinium-225. The availability and consistent supply of these specialized isotopes are crucial for the development and potential commercialization of their products. Fluctuations in the supply chain or changes in the landscape of alpha-emitting isotope production could pose a risk to the company's operations and strategy.

AI Analysis | Feedback

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AI Analysis | Feedback

Aktis Oncology (symbol: AKTS) operates in the radiopharmaceutical market, developing targeted radiopharmaceuticals for solid tumors. The company's main product candidates include AKY-1189, which targets Nectin-4 for urothelial cancer and other Nectin-4 expressing tumors, and AKY-2519, which targets B7-H3 for prostate and lung cancers. The addressable market for radiopharmaceuticals is projected to exceed **$26 billion globally by 2032**. The therapeutic segment of this market is estimated to reach **$25–$60 billion globally post-2030**. More broadly, the radiopharmaceutical market was valued at $6.2 billion in 2024 and is projected to reach $19.6 billion by 2034, demonstrating a compound annual growth rate (CAGR) of 12.7%. Aktis Oncology's lead candidate, AKY-1189, targets Nectin-4, which is expressed in approximately 80% to 90% of urothelial cancers, indicating a significant addressable patient population if successful. Nectin-4 is also expressed in other high-incidence tumor types.

AI Analysis | Feedback

Aktis Oncology, Inc. (NASDAQ: AKTS) is a clinical-stage oncology company focused on developing targeted radiopharmaceuticals for solid tumors. As such, its future revenue growth over the next 2-3 years will primarily be driven by the progression of its pipeline and potential market entry of its therapeutic candidates. The key drivers are expected to be:
  1. Advancement and Commercialization of its Miniprotein Radioconjugate Platform and Pipeline Products: Aktis Oncology's core strategy revolves around its proprietary miniprotein radioconjugate platform, designed to deliver tumor-killing radioisotopes to targeted tumors. The successful advancement of its pipeline products, such as AKY-1189, through clinical trials, regulatory approvals, and eventual commercial launch, will be the primary driver of future revenue. AKY-1189, a Nectin-4 miniprotein radioconjugate, has already received U.S. FDA Fast Track Designation for the treatment of locally advanced or metastatic urothelial cancer, which could expedite its development and review process.
  2. Expansion into New Cancer Indications and Patient Populations: A central part of Aktis Oncology's mission is to expand the potential of targeted radiopharmaceuticals to broad patient populations, including those not currently addressed by existing technologies. The company aims to achieve this by developing next-generation technologies that broaden the spectrum of tumor targets for effective radiopharmaceutical delivery. Successfully expanding its therapies to new solid tumor types, such as breast, lung, colorectal, bladder, and liver cancers, will unlock significant new market opportunities and contribute to revenue growth.
  3. Strategic Collaborations and Partnerships: As a clinical-stage biotechnology company, strategic collaborations and partnerships are crucial for funding research and development, mitigating risks, and accelerating market access. The company has already garnered "substantial backing from Big Pharma mainstay Eli Lilly", suggesting a precedent for such alliances. Future agreements for co-development, licensing, or commercialization of its platform or pipeline assets could provide significant upfront payments, milestone achievements, and royalties, thereby contributing to its revenue streams.

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Trade Ideas

Select ideas related to AKTS.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
QDEL_2282026_Insider_Buying_45D_2Buy_200K02282026QDELQuidelOrthoInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
0.0%0.0%0.0%
CHE_2272026_Dip_Buyer_FCFYield02272026CHEChemedDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
0.0%0.0%0.0%
LLY_2272026_Monopoly_xInd_xCD_Getting_Cheaper02272026LLYEli LillyMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
0.0%0.0%0.0%
HAE_2202026_Dip_Buyer_FCFYield02202026HAEHaemoneticsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
3.5%3.5%0.0%
IQV_2132026_Dip_Buyer_ValueBuy02132026IQVIQVIADip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
7.1%7.1%-3.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

AKTSLNTHATNMCATXLLYBMYMedian
NameAktis On.Lantheus Actinium.Perspect.Eli LillyBristol-. 
Mkt Price15.1974.471.034.07878.2458.5436.87
Mkt Cap-4.90.00.3786.7119.14.9
Rev LTM-1,5420065,17948,1951,542
Op Inc LTM-316-37-11429,69613,723316
FCF LTM-349-25-955,96412,845349
FCF 3Y Avg-348-36-691,07513,146348
CFO LTM-390-25-8216,81314,156390
CFO 3Y Avg-413-36-469,95714,402413

Growth & Margins

AKTSLNTHATNMCATXLLYBMYMedian
NameAktis On.Lantheus Actinium.Perspect.Eli LillyBristol-. 
Rev Chg LTM-0.5%11.1%-44.7%-0.2%5.8%
Rev Chg 3Y Avg-19.2%--32.1%1.5%19.2%
Rev Chg Q-4.0%--42.6%1.3%4.0%
QoQ Delta Rev Chg LTM-1.0%--9.7%0.3%1.0%
Op Mgn LTM-20.5%-41,486.7%-45.6%28.5%24.5%
Op Mgn 3Y Avg-25.9%--37.9%19.6%25.9%
QoQ Delta Op Mgn LTM--2.5%--1.1%4.7%1.1%
CFO/Rev LTM-25.3%-27,824.4%-25.8%29.4%25.6%
CFO/Rev 3Y Avg-28.1%--19.3%30.5%28.1%
FCF/Rev LTM-22.6%-27,824.4%-9.2%26.7%15.9%
FCF/Rev 3Y Avg-23.7%--0.3%27.9%23.7%

Valuation

AKTSLNTHATNMCATXLLYBMYMedian
NameAktis On.Lantheus Actinium.Perspect.Eli LillyBristol-. 
Mkt Cap-4.90.00.3786.7119.14.9
P/S-3.2357.0-12.12.57.6
P/EBIT-14.6-0.9-2.926.510.610.6
P/E-20.9-0.9-2.938.116.916.9
P/CFO-12.5-1.3-3.746.88.48.4
Total Yield-4.8%-107.7%-34.1%3.3%10.2%3.3%
Dividend Yield-0.0%0.0%0.0%0.7%4.2%0.0%
FCF Yield 3Y Avg-7.0%-60.9%-37.4%0.0%12.0%0.0%
D/E-0.10.00.00.10.40.1
Net D/E-0.1-1.6-0.50.00.30.0

Returns

AKTSLNTHATNMCATXLLYBMYMedian
NameAktis On.Lantheus Actinium.Perspect.Eli LillyBristol-. 
1M Rtn-24.5%-0.6%-12.7%-24.6%-16.5%-6.1%-14.6%
3M Rtn∞%11.6%-32.2%41.3%-18.4%7.1%7.1%
6M Rtn∞%47.1%-36.0%19.7%21.6%36.1%21.6%
12M Rtn253,066.7%-22.6%-43.1%85.0%7.6%2.5%5.0%
3Y Rtn408.0%-7.7%-88.7%-33.3%163.6%-1.6%-4.7%
1M Excs Rtn-14.8%6.5%-2.6%-11.7%-6.3%3.6%-4.4%
3M Excs Rtn∞%19.8%-27.1%53.0%-10.2%16.4%16.4%
6M Excs Rtn∞%48.3%-31.6%31.2%26.9%41.9%31.2%
12M Excs Rtn337,444.1%-35.8%-56.4%67.8%-4.5%-7.6%-6.1%
3Y Excs Rtn376.9%-69.2%-150.5%-98.8%109.5%-62.0%-65.6%

Comparison Analyses

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Financials

Price Behavior

Price Behavior
Market Price$15.19 
First Trading Date03/13/2017 
Distance from 52W High-32.2% 
   50 Days200 Days
DMA Price$19.33$5.27
DMA Trendupup
Distance from DMA-21.4%188.5%
 3M1YR
Volatility67.0%
Downside Capture2.03
Upside Capture168.09
Correlation (SPY)
AKTS Betas & Captures as of 2/28/2026

 1M2M3M6M1Y3Y
Beta0.431.181.62
Up Beta-2.210.49-2.91
Down Beta0.52-1.12-1.69
Up Capture114%137%95%
Bmk +ve Days9203170142431
Stock +ve Days1113131433245
Down Capture117%211%160%
Bmk -ve Days12213054109320
Stock -ve Days1020202151329

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AKTS
AKTS-100.0%424.7%-2.83-
Sector ETF (XLV)0.3%17.6%-0.13-5.7%
Equity (SPY)14.5%18.9%0.59-0.2%
Gold (GLD)50.2%27.7%1.46-1.1%
Commodities (DBC)17.8%17.6%0.853.2%
Real Estate (VNQ)0.4%16.4%-0.150.1%
Bitcoin (BTCUSD)-23.7%44.2%-0.49-8.1%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AKTS
AKTS-100.0%197.5%-1.01-
Sector ETF (XLV)6.0%14.5%0.2311.3%
Equity (SPY)11.8%17.0%0.5416.8%
Gold (GLD)20.7%17.7%0.962.7%
Commodities (DBC)11.6%18.9%0.505.0%
Real Estate (VNQ)3.0%18.8%0.0715.8%
Bitcoin (BTCUSD)4.0%56.6%0.295.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with AKTS
AKTS-100.0%145.3%-0.42-
Sector ETF (XLV)9.7%16.5%0.4812.2%
Equity (SPY)14.0%17.9%0.6717.7%
Gold (GLD)13.3%15.8%0.702.9%
Commodities (DBC)8.2%17.6%0.396.8%
Real Estate (VNQ)4.7%20.7%0.1914.9%
Bitcoin (BTCUSD)66.4%66.8%1.066.1%

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Short Interest

Short Interest: As Of Date3132026
Short Interest: Shares Quantity1.2 Mil
Short Interest: % Change Since 228202616.5%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest5.7 days

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   

SEC Filings

Expand for More
Report DateFiling DateFiling
09/30/202512/19/2025S-1
09/30/202412/13/2024DRS/A

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Ecor1, Capital, LlcSee NoteBuy112202618.002,222,22239,999,99678,275,844Form
2Vida, Ventures Ii, Llc See FootnoteBuy112202618.00835,00015,030,000102,092,850Form
3Kim, Helen Susan See FootnoteBuy112202618.00835,00015,030,000102,092,850Form