Fractyl Health, Inc. (GUTS)

Fractyl Health's stock price has experienced significant volatility in the past six months. As of February 2, 2026, the share price was $0.47, representing a decline of 72.22% over the past year. A major event impacting the stock was a significant 64% drop in premarket trading on January 29, 2026, following the release of six-month data from its Revita endoscopic procedure, which showed underwhelming weight regain results compared to prior three-month data. In Q3 2025, Fractyl Health reported a net loss of $45.6 million, though the stock rose 2.73% in after-hours trading following this announcement. The company also announced the call of Tranche A Warrants tied to their August 2025 public offering on December 15, 2025. Insider trading activity over the last 90 days has shown a net buy of approximately $19,998.72.

As a clinical-stage metabolic therapeutics company, Fractyl Health's products are currently in development and clinical trials, so traditional demand seasonality does not directly apply. The demand for their therapies will be driven by clinical trial outcomes, regulatory approvals, and eventual market adoption, rather than seasonal variations.

Fractyl Health, Inc. (GUTS) is a clinical-stage metabolic therapeutics company focused on developing innovative treatments for obesity and type 2 diabetes (T2D). The company aims to shift the treatment paradigm from chronic management to potentially preventing and reversing these conditions by targeting their root causes. Its major product candidates include the Revita® and Rejuva® platforms. Revita® is an outpatient endoscopic procedure designed to durably modify duodenal dysfunction and has received U.S. FDA Breakthrough Device designation for treating type 2 diabetes and for weight maintenance in people with obesity. The Rejuva® platform is a novel adeno-associated virus (AAV) delivered pancreatic gene therapy designed to enable long-term remission of T2D and obesity.

Fractyl Health, Inc. is headquartered in Burlington, Massachusetts, United States. The Revita device has been commercially available in the UK since January 2020 and in Germany since early 2023. The company has completed Clinical Trial Applications for its Rejuva candidate, RJVA-001, in the European Union and Australia, with plans to begin human trials in the second half of 2026.

Fractyl Health's brand reputation over the past year has been significantly influenced by its clinical trial results and subsequent stock performance. The substantial 64% drop in stock price in January 2026, following the release of six-month data for its Revita procedure, likely had a negative impact on its reputation. Analysts currently have a consensus "Hold" rating on Fractyl Health, with an average 12-month price target of $5.40, suggesting a cautious view of the company's immediate prospects.

The ownership structure of Fractyl Health, Inc. (GUTS) is a blend of institutional, retail, and individual investors. Institutional investors hold approximately 59.34% of the company's stock, while insiders own about 16.27%, and public companies and individual investors account for 24.39%. Some of the major institutional shareholders include Nantahala Capital Management, LLC, Silverarc Capital Management, Llc, Vanguard Group Inc, Alyeska Investment Group, L.P., Woodline Partners LP, Catalio Capital Management, LP, Rosalind Advisors, Inc., General Catalyst Group Management, Llc, Deer Management Co. LLC, and HCC Manager LLC. Nantahala Capital Management, LLC is noted as the largest shareholder, holding 8.7% of outstanding shares. The CEO, Harith Rajagopalan, directly holds 0.7% of the total shares outstanding.