Maze Therapeutics (NASDAQ:MAZE) Announces Quarterly Earnings Results, Beats Estimates By $0.08 EPS

Maze Therapeutics (NASDAQ:MAZE) posted its quarterly earnings results on Wednesday. The company reported ($0.65) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.73) by $0.08, FiscalAI reports.

Here are the key takeaways from Maze Therapeutics’ conference call:

• Maze reported MZE829 achieved a 36% mean UACR reduction at 12 weeks in broad AMKD, exceeding the pre-specified 30% proof-of-concept threshold, with pronounced subgroup results of 61.8% in FSGS and 48.6% in non-diabetics.
• The company said MZE829 was well-tolerated with no serious adverse events and only mild-to-moderate treatment-related AEs, supporting further clinical development.
• Based on these data, Maze intends to advance MZE829 into a pivotal program and will engage regulators and share development plans and updates over the coming year.
• Findings come from a small, open-label cohort (15 patients, 12 per‑protocol) over 12 weeks with limited diabetic-subgroup data and no meaningful eGFR or long-term outcomes yet, leaving uncertainty about durability and generalizability.
• Maze highlighted a strong near-term financial and pipeline position — expected cash runway into 2028, a $20 million milestone from Shionogi after first‑patient dosing, and multiple programs (including MZE782) progressing toward Phase II.

Maze Therapeutics Trading Down 35.2%

MAZE opened at $31.73 on Thursday. The stock’s fifty day simple moving average is $45.98 and its 200 day simple moving average is $37.55. Maze Therapeutics has a 1-year low of $6.71 and a 1-year high of $53.65. The stock has a market cap of $1.53 billion, a PE ratio of -1.52 and a beta of 4.47.

Key Maze Therapeutics News

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

• Positive Sentiment: Positive Phase 2 topline: Maze reported that MZE829 produced meaningful reductions in urine albumin-to-creatinine ratio (uACR) at week 12 (35.6% mean reduction overall; stronger signals in FSGS and non‑diabetic subgroups), treatment was well tolerated, and the company plans to advance to a pivotal program. Maze Announces Positive Topline Data (GlobeNewswire)
• Positive Sentiment: Bullish analyst moves: HC Wainwright raised its price target substantially (from $60 to $110) and maintained a buy; BTIG reaffirmed its buy with a $46 target — both signal analyst confidence in the asset’s longer‑term commercial potential. Analyst Coverage (Benzinga)
• Neutral Sentiment: Corporate fundamentals: Maze reported Q4/2025 results (EPS -$0.65) and stated it has roughly $360M cash runway into 2028, which supports advancing to a pivotal program without near‑term dilution. Q4 & Full‑Year 2025 Results (Press Release)
• Neutral Sentiment: Board/management: Maze added Neil Kumar (BridgeBio founder) to its board, a governance/exec hire that may strengthen strategic credibility but is not an immediate revenue driver. Board Addition (TipRanks)
• Negative Sentiment: Mixed-market interpretation: several outlets described the midstage readout as “mixed,” and some investors appear to have judged the results as falling short of peak expectations — a likely trigger for rapid selling and the drop in shares. Mixed Readout Coverage (BioSpace)
• Negative Sentiment: Volatility and profit‑taking: media noted the stock both surged after the topline release and then plunged as traders locked in gains — amplified by MAZE’s high beta and biotech trading dynamics. Market Reaction (FierceBiotech)
• Negative Sentiment: Insider transaction: an executive reported selling ~15,000 shares (option exercise) for about $736K on March 20 — the disclosure has been flagged by some investors and may have contributed to short‑term selling pressure. Insider Sale (Motley Fool)

Insiders Place Their Bets

In other news, CMO Harold Bernstein sold 45,000 shares of the business’s stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $40.56, for a total transaction of $1,825,200.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Amy Bachrodt sold 10,000 shares of the stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $40.58, for a total value of $405,800.00. Following the transaction, the senior vice president owned 12,965 shares in the company, valued at approximately $526,119.70. This trade represents a 43.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 245,000 shares of company stock valued at $10,504,792 over the last ninety days.

Institutional Trading of Maze Therapeutics

Large investors have recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in Maze Therapeutics in the first quarter valued at about $57,000. Goldman Sachs Group Inc. bought a new position in Maze Therapeutics in the 1st quarter valued at about $145,000. Rhumbline Advisers acquired a new position in shares of Maze Therapeutics in the 1st quarter valued at approximately $80,000. Geode Capital Management LLC raised its position in shares of Maze Therapeutics by 8.8% in the 2nd quarter. Geode Capital Management LLC now owns 231,237 shares of the company’s stock valued at $2,838,000 after buying an additional 18,773 shares in the last quarter. Finally, Ensign Peak Advisors Inc bought a new stake in shares of Maze Therapeutics during the 2nd quarter worth approximately $227,000.

Analyst Upgrades and Downgrades

MAZE has been the subject of several recent analyst reports. Wall Street Zen downgraded Maze Therapeutics from a “hold” rating to a “sell” rating in a report on Saturday, February 7th. Lifesci Capital raised shares of Maze Therapeutics to a “strong-buy” rating in a research report on Thursday, December 18th. HC Wainwright increased their price target on shares of Maze Therapeutics from $60.00 to $110.00 and gave the company a “buy” rating in a research note on Wednesday. Mizuho raised shares of Maze Therapeutics to a “strong-buy” rating in a research report on Wednesday, March 11th. Finally, Wedbush upped their target price on shares of Maze Therapeutics from $43.00 to $58.00 and gave the company an “outperform” rating in a report on Monday, March 16th. Three analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $64.11.

About Maze Therapeutics

Maze Therapeutics, Inc (NASDAQ: MAZE) is a clinical‐stage biotechnology company focused on the discovery and development of novel therapeutics by leveraging insights from human genetics and genomics. The company applies advanced data analytics and proprietary platforms to identify targets with strong genetic validation, aiming to de‐risk early drug discovery and accelerate the development of medicines for patients with serious diseases. Maze’s approach centers on translating naturally occurring human mutations into a deeper understanding of disease biology, with an emphasis on validating therapeutic hypotheses before advancing into the clinic.

Since its inception, Maze has assembled a diversified pipeline of programs across metabolic, immunological and other therapeutic areas.