Warrant Buyback: Fractyl Health announced it will call back approximately 17.06 million Tranche A Warrants for cash cancellation at $0.00001 per share on December 30, 2025, aiming to optimize its capital structure and enhance financial flexibility.
Exercise Option: Holders can elect to exercise their warrants at $1.05 per share before the cancellation date, and if all are exercised, the company expects to receive approximately $17.9 million in additional gross proceeds, further strengthening its balance sheet.
Market Performance Conditions: The call was enabled after the company met clinical and market performance conditions, including its common stock exceeding an average closing price of $1.37 for 15 consecutive trading days, indicating market confidence in its products.
Future Outlook: Fractyl plans to release key clinical data starting in January 2026, and this buyback action will provide funding support for its clinical programs, facilitating long-term growth in the metabolic disease treatment sector.
GUTS
$2.24+Infinity%1D
Analyst Views on GUTS
Wall Street analysts forecast GUTS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GUTS is 6.52 USD with a low forecast of 3.60 USD and a high forecast of 10.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast GUTS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GUTS is 6.52 USD with a low forecast of 3.60 USD and a high forecast of 10.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 2.240
Low
3.60
Averages
6.52
High
10.00
Current: 2.240
Low
3.60
Averages
6.52
High
10.00
Canaccord
Buy
maintain
$6 -> $8
2025-11-21
Reason
Canaccord
Price Target
$6 -> $8
2025-11-21
maintain
Buy
Reason
Canaccord raised the firm's price target on Fractyl Health to $8 from $6 and keeps a Buy rating on the shares. The firm said the company's 3Q25 report was incremental following REMAIN-1 data in Sept which surprised to the upside. After digesting the data the firm increaed its POS to 70% from 60% and doubling our peak penetration to 2% from 1% for Revita ahead of a catalyst heavy 4Q25/1Q26.
BofA
Jason Gerberry
Buy
maintain
$4 -> $5
2025-09-28
Reason
BofA
Jason Gerberry
Price Target
$4 -> $5
2025-09-28
maintain
Buy
Reason
BofA analyst Jason Gerberry raised the firm's price target on Fractyl Health to $5 from $4 and keeps a Buy rating on the shares. The firm increased the probability of success for Revita to 55% from 20% following the Remain-1 data. The the midpoint analysis of Revita in weight maintenance were better than expected, the analyst tells investors in a research note. The firm says Revita-treated patients lost an additional 2.5% body weight versus sham regaining 10% of body weight at three months and there were no safety red flags.
H.C. Wainwright
H.C. Wainwright
Buy
downgrade
$9 -> $8
2025-09-26
Reason
H.C. Wainwright
H.C. Wainwright
Price Target
$9 -> $8
2025-09-26
downgrade
Buy
Reason
H.C. Wainwright lowered the firm's price target on Fractyl Health to $8 from $9 and keeps a Buy rating on the shares after Fractyl announced midpoint randomized cohort results from the ongoing REMAIN-1 trial evaluating the Revita DMR procedure for weight loss after GLP-1 RA discontinuation. The change in the firm's target is based primarily on adjustment of the fully diluted share count following the significant September fundraise and increasing the firm's projected chance of success for Revita to 60% from 40% based on the positive REMAIN-1 midpoint cohort efficacy and safety results.
H.C. Wainwright
H.C. Wainwright
initiated
$9
2025-09-15
Reason
H.C. Wainwright
H.C. Wainwright
Price Target
$9
2025-09-15
initiated
Reason
H.C. Wainwright initiated coverage of Fractyl Health with a Buy rating and $9 price target. Fractyl is a clinical stage biotechnology company focused on developing one-time, long-lasting, disease-modifying treatments for obesity and type 2 diabetes, targeting the gut and the pancreas as the root-cause organs of metabolic diseases, the analyst tells investors in a research note. The firm says Fractyl's Revita and Rejuva have exhibited sustained weight loss and glucose control efficacy, with favorable safety and tolerability profiles.
About GUTS
Fractyl Health, Inc. is a metabolic therapeutics company. The Company is focused on developing new approaches to the treatment of metabolic diseases, including obesity and type 2 diabetes (T2D). The Company’s lead product candidate, Revita, is designed to remodel the duodenal lining via hydrothermal ablation (i.e. duodenal mucosal resurfacing) to reverse damage to intestinal nutrient sensing and signaling mechanisms caused by chronic high-fat and high-sugar diets that are a root cause of metabolic disease. The Revita clinical program is focused on patients living with obesity who want to maintain their weight loss after GLP-1 drug discontinuation. The Company’s Rejuva platform focuses on developing adeno-associated virus (AAV)-based, locally delivered gene therapies for the treatment of obesity and T2D. The Rejuva platform leverages advanced delivery systems and proprietary screening methods to identify and develop metabolically active gene therapy candidates targeting the pancreas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
