Akoustis Technologies Inc. (AKTS)
NASDAQ (CM) NASDAQ (CM) Primary Summary
Aktis Oncology: Mini-Proteins With A Targeted Punch
Aktis Oncology trades at a $1.1B market cap with $540M cash, pricing its pipeline and Eli Lilly collaboration at $560M. The investment thesis hinges on the mini-protein platform targeting Nectin-4, with lead asset AKY-1189's Phase Ib data expected Q1 2027 as a binary catalyst. My conservative base case yields $12/share equity value, well below the ~$20 market price, implying patient expansion is already priced in.
Aktis Oncology: 'Buy' Based On Radiotherapeutic Isotope Design For Broad Targeting
Aktis Oncology is initiated with a "Buy" rating, driven by its innovative miniprotein radioconjugates targeting Nectin-4 and B7-H3 solid tumors. The company expects key catalysts: AKY-1189 phase 1b Part 1 data in Q1 2027 and AKY-2519 ASCO poster presentations and phase 1b initiation in mid-2026. The company's approach aims to expand the radiopharmaceutical market beyond PSMA and SSTR2, leveraging alpha-emitting actinium-225 for broader tumor targeting potential.
Wall Street Analysts Predict a 74.73% Upside in Aktis (AKTS): Here's What You Should Know
The mean of analysts' price targets for Aktis (AKTS) points to a 74.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Akoustis Technologies Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 George Soros Soros Fund Management LLC | 100,000 | $1.79M | $2.46M | $668,000 | 37.34% |
 John H. Burbank III Passport Capital LLC | 996,351 | $17.82M | $24.45M | $6.63M | 37.17% |
 Joseph Castro Nuveen LLC | 24,468 | $437,733 | $586,253.28 | $148,520.28 | 33.93% |
 Ellen York T. Rowe Price Investment Management Inc. | 2.12M | $37.99M | $50.89M | $12.89M | 33.93% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 29 | $934.67 | $694.84 | -$239.83 | -25.66% |
Akoustis Technologies Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AR Alexandra Ramsey William Blair | 5,341.88 | $100,000 | $131,917.74 | $31,917.74 | 31.92% |
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Akoustis Technologies Inc. Profile
| Communications Equipment Industry | Information Technology Sector | Matthew Roden CEO | NASDAQ (CM) Exchange | 01021M104 CUSIP |
| US Country | 79 Employees | - Last Dividend | 24 Apr 2015 Last Split | 14 Mar 2017 IPO Date |
Overview
Akoustis Technologies, Inc., through its subsidiary, Akoustis, Inc., designs, develops, manufactures, and sells innovative radio frequency (RF) filter products for the global mobile wireless device industry. The company operates primarily through two business segments: Foundry Fabrication Services and RF Filters. With facilities located in the United States, Asia, and Europe, Akoustis Technologies serves a worldwide customer base. Founded in 2013, the company's headquarters is in Huntersville, North Carolina. It is dedicated to providing state-of-the-art RF solutions for mobile devices, cellular infrastructure, Wi-Fi customer premise equipment, as well as military and defense applications.
Products and Services
- Foundry Fabrication Services
- RF Filters Segment
- Mobile Wireless Devices: The company produces RF filters that are crucial for the performance of smartphones, tablets, and other mobile wireless devices, enabling them to connect to cellular networks efficiently.
- Cellular Infrastructure Equipment: Akoustis' filters are also used in infrastructure equipment that forms the backbone of cellular networks, ensuring reliable communication and coverage.
- Wi-Fi Customer Premise Equipment: In addition to cellular applications, the company's filters play a key role in enhancing the performance and reliability of Wi-Fi equipment used in homes and businesses.
- Military and Defense Applications: Akoustis Technologies also addresses the stringent requirements of military and defense applications with its high-performance RF filters, contributing to secure and reliable communication systems.
This segment offers specialized engineering review services and backend packaging solutions to clients. It is geared towards companies looking for custom fabrication services in the RF domain, leveraging Akoustis Technologies' expertise and facilities to meet specific design and manufacturing needs.
Under this segment, Akoustis Technologies manufactures and sells a wide range of RF filter products. These products are essential components in various applications, including:
