Feed / FATE

Fate Therapeutics, Inc.

FATE

Healthcare · 2.33 -4.3% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Fate Therapeutics, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company-4.3% todayVolume comparison unavailable
Market group0 of 39 activeCloud and AI Solutions · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • FATE's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if FATE's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Biotechnology

No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • FATE's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements47
Verified relationships5
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Latest annual revenue changed -51.2% year over year.
  • Operating margin changed -679.8 percentage points in the latest annual period.
  • Net margin changed -684.6 percentage points in the latest annual period.
  • Diluted shares increased 4.5% in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

2.33
6m+57.1%12m+107.6%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$55.8M+77.7%$-2.24+15.0%
2022-12-31$96.3M+72.4%$-2.91+2.2%
2023-12-31$63.5M-34.0%$-1.64+1.6%
2024-12-31$13.6M-78.5%$-1.64+15.5%
2025-12-31$6.6M-51.2%$-1.15+4.5%

What management says matters

Persistent and emerging business drivers

Legal and regulatory exposuremixed · 4 filings
Our acceptance into RTOR does not guarantee or influence approval of our application, which is subject to the same statutory and regulatory requirements for approval as applications that are not included in RTOR.
10-Q · May 13, 2026
Restructuring and cost reductionsmixed · 4 filings
As a result of the fair value analysis, we recorded a $13.4 million impairment charge against property and equipment and a $1.3 million impairment charge against the right-of-use asset in the statement of operations during the year ended December 31, 2024.
10-Q · May 13, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 41.6× · EV/sales 34.5×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

2.33-4.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for FATE. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for FATE. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind FATE

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

JEFJefferies Financial Group Inc.partnerNov 13, 2025

To date, we have not sold any securities pursuant to the sales agreement with Jefferies and are eligible to issue an aggregate of approximately $220.0 million under the shelf registration statement (including the $100.0 million issuable pursuant to the sales…

RNACFiling-linked namecompetitorFeb 26, 2026

Competitive companies include, among others, Adicet Bio, Inc., Allogene Therapeutics, Inc., Arcellx, Inc., Artiva Biotherapeutics, Inc., AstraZeneca plc, Autolus Therapeutics plc, Bristol-Myers Squibb Company, Cabaletta Bio, Inc., Caribou Biosciences, Inc., C…

Depended on by

CRSPCRISPR Therapeutics AGcompetitorFeb 12, 2026

These competitors are developing ex vivo CAR T therapies, in vivo CAR T therapies, and stem cell-derived cell therapies and include Allogene, Autolus, BlueRock Therapeutics (acquired by Bayer in 2019), Bristol Myers Squibb, Caribou Biosciences, Cellectis, Fat…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

FATE is currently a Follower in the organic co-movement group Cloud and AI Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for FATE; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.