Sarepta Therapeutics (SRPT) Panoramica del titolo
Sarepta Therapeutics, Inc. è un'azienda biofarmaceutica in fase di sviluppo commerciale che si concentra sulla scoperta e sullo sviluppo di terapie mirate all'RNA, della piattaforma siRNA, della terapia genica e di altre modalità terapeutiche genetiche per il trattamento di malattie rare. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
SRPT Community Fair Values
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Analyst Price Targets
Concorrenti di Sarepta Therapeutics, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$17.12 |
| Massimo di 52 settimane | US$44.14 |
| Minimo di 52 settimane | US$10.42 |
| Beta | 0.25 |
| Variazione di 1 mese | -20.07% |
| Variazione a 3 mesi | -7.91% |
| Variazione di 1 anno | -57.25% |
| Variazione a 3 anni | -86.97% |
| Variazione a 5 anni | -77.16% |
| Variazione dall'IPO | -56.10% |
Notizie e aggiornamenti recenti
Articolo di analisi • May 14
Sarepta Therapeutics (NASDAQ:SRPT) Is Posting Solid Earnings, But It Is Not All Good News
Investors appear disappointed with Sarepta Therapeutics, Inc.'s ( NASDAQ:SRPT ) recent earnings, despite the decent...
Aggiornamento della narrazione • May 07
SRPT: 2026 Reset Year Guidance Will Pressure Overvalued Shares
Analysts have lowered their average price target on Sarepta Therapeutics by about $64. The change is tied to updated 2026 guidance, reduced revenue expectations for Elevidys and PMO products, and a lower future P/E assumption, despite generally mixed views on the siRNA and DM1 programs.Recent updates
Articolo di analisi • May 14
Sarepta Therapeutics (NASDAQ:SRPT) Is Posting Solid Earnings, But It Is Not All Good News
Investors appear disappointed with Sarepta Therapeutics, Inc.'s ( NASDAQ:SRPT ) recent earnings, despite the decent...Aggiornamento della narrazione • May 07
SRPT: 2026 Reset Year Guidance Will Pressure Overvalued Shares
Analysts have lowered their average price target on Sarepta Therapeutics by about $64. The change is tied to updated 2026 guidance, reduced revenue expectations for Elevidys and PMO products, and a lower future P/E assumption, despite generally mixed views on the siRNA and DM1 programs.
Aggiornamento della narrazione • Apr 22
SRPT: 2026 Guidance And siRNA Pipeline Readouts Will Shape Upside Potential
Sarepta Therapeutics' updated analyst price target has shifted modestly, reflecting a lower fair value estimate of $37.42 and a reduced future P/E assumption as analysts weigh mixed siRNA data, updated 2026 revenue guidance, and varying views on Elevidys and the PMO franchise. Analyst Commentary Recent Street research on Sarepta shows a wide range of views, but several bullish analysts are leaning into updated company guidance and new clinical datapoints when revisiting their models.
Aggiornamento della narrazione • Apr 07
SRPT: Future Returns Will Depend On 2026 Reset And Mixed Pipeline Signals
Analysts have lifted the blended price target for Sarepta Therapeutics by about $1 to $2, reflecting recent target revisions that balance cautious views on Elevidys revenue guidance and siRNA data quality with more constructive perspectives on early DM1 results and updated 2026 sales and expense models. Analyst Commentary Recent research paints a mixed picture for Sarepta, with analysts updating models around Elevidys, siRNA programs, and early DM1 data.Seeking Alpha • Mar 24
Sarepta Therapeutics: A $2B Business Priced Like It's Broken
Summary Sarepta Therapeutics is navigating a transition from a profitable rare-disease company to a capital-intensive, multi-platform biotech, with Elevidys as one of the key value drivers. FY25 revenue grew 16% to $2.2 billion, but profitability deteriorated sharply due to surging R&D, inventory write-downs, and manufacturing issues, resulting in a $713 million GAAP net loss. Regulatory setbacks for Elevidys, including a restricted label and safety concerns, have compressed SRPT’s valuation and introduced significant execution risk and revenue unpredictability. I maintain a Hold rating, citing limited near-term visibility, but see long-term optionality in gene therapy and the expanding siRNA pipeline, with 2026 as a pivotal year for key data readouts. Read the full article on Seeking AlphaAggiornamento della narrazione • Mar 23
SRPT: Future Upside Will Hinge On 2026 Gene Therapy Launch Reset
Analysts made a modest upward adjustment to Sarepta Therapeutics' fair value estimate, reflecting updated models around Elevidys launch pacing, 2026 revenue guidance, and revised expectations for profitability and future P/E multiples following recent Q4 results and regulatory commentary. Analyst Commentary Street research on Sarepta around the Q4 update and 2026 guidance reflects a wide range of views on execution risk, Elevidys launch pacing, and the durability of the exon-skipping and gene therapy portfolio.Aggiornamento della narrazione • Mar 09
SRPT: Future Upside Will Depend On 2026 Gene Therapy Execution
The analyst price target for Sarepta Therapeutics has moved slightly lower to align with revised 2026 revenue expectations and product launch assumptions, with recent Street targets stepping down in a range from about $45 to $8 as analysts recalibrate Elevidys and other franchise contributions. Analyst Commentary Street views on Sarepta are split, with several firms cutting price targets after management issued 2026 revenue guidance that appears lower than earlier assumptions, while others still see room for execution on the Elevidys and exon-skipping franchises to support value over time.Aggiornamento della narrazione • Feb 22
SRPT: Future Risk Reward Will Hinge On Elevidys Execution And Patent Overhang
The analyst price target for Sarepta Therapeutics has been raised by about $0.80. Analysts point to slightly higher fair value estimates, a modestly firmer long term profit margin outlook and updated P/E assumptions, even as they factor in a slightly higher discount rate and restrained revenue expectations.Aggiornamento della narrazione • Feb 08
SRPT: Upcoming 2026 Clinical And Regulatory Milestones Will Drive Future Upside
Analysts have edged their price targets on Sarepta Therapeutics higher, with a modest fair value increase of about $0.20 per share. Slightly stronger long run profit expectations more than offset softer modeled revenue growth and a small trim to the assumed future P/E multiple.Aggiornamento della narrazione • Jan 25
SRPT: Gene Therapy Catalysts And Access Updates Will Drive Future Upside
Analysts nudged their price target on Sarepta Therapeutics slightly higher, lifting fair value by about US$0.33 to US$39.90 as they factor in updated expectations for Elevidys sales, profitability, and a modestly higher discount rate. Analyst Commentary Recent research on Sarepta highlights a split view on Elevidys, with some pointing to softer near term sales and others focusing on what they see as growing adoption and a broader pipeline story.Aggiornamento della narrazione • Jan 10
SRPT: Elevidys Adoption And Pipeline Progress Will Drive Future Upside
Analysts have reset their fair value estimate for Sarepta Therapeutics from US$55.90 to US$39.56. This reflects updated assumptions for revenue growth, profit margins, and a higher future P/E multiple following recent research that highlights both improved confidence in Elevidys adoption and ongoing caution from some covering firms.Aggiornamento della narrazione • Dec 25
SRPT: Future Risk Reward Will Hinge On Evolving Safety And Coverage Decisions
The analyst price target for Sarepta Therapeutics has been raised slightly, by about $0.20 per share. Analysts attribute this to stronger than expected Elevidys adoption, supportive payer coverage, and a more favorable risk and reward profile, despite unchanged long-term growth and margin assumptions.Aggiornamento della narrazione • Dec 11
SRPT: Safety Reviews And Payer Decisions Will Shape Future Risk Reward Balance
Sarepta Therapeutics' fair value estimate has been raised modestly to approximately $20.43 from $19.91, as analysts factor in stronger than expected Elevidys adoption and a more favorable risk or reward profile, despite only incremental improvements in revenue growth and discount rate assumptions. Analyst Commentary Street research on Sarepta has turned more constructive at the margin, with multiple models recalibrated around stronger Elevidys uptake and a clearer path to reimbursement.Articolo di analisi • Dec 04
There's No Escaping Sarepta Therapeutics, Inc.'s (NASDAQ:SRPT) Muted Revenues Despite A 35% Share Price Rise
Sarepta Therapeutics, Inc. ( NASDAQ:SRPT ) shareholders would be excited to see that the share price has had a great...Aggiornamento della narrazione • Nov 27
SRPT: Ongoing Regulatory Reviews And Safety Updates Will Shape Near-Term Prospects
The analyst price target for Sarepta Therapeutics has been modestly reduced from approximately $21.55 to $19.91. Analysts express mixed expectations based on recent shifts in profit margin projections and ongoing evaluations of Elevidys adoption and safety dynamics.Aggiornamento della narrazione • Nov 05
SRPT: Upcoming Clinical Data Will Drive Renewed Momentum In Gene Therapy Efforts
Sarepta Therapeutics' analyst price target has been revised downward from approximately $22.88 to $21.55 per share. Analysts cite ongoing concerns over Elevidys uptake, modest improvements to revenue outlook, and persistent profit margin pressures.Articolo di analisi • Oct 18
Sarepta Therapeutics, Inc.'s (NASDAQ:SRPT) Shares Bounce 32% But Its Business Still Trails The Industry
Despite an already strong run, Sarepta Therapeutics, Inc. ( NASDAQ:SRPT ) shares have been powering on, with a gain of...Aggiornamento della narrazione • Sep 26
Upcoming ELEVIDYS And Gene Therapy Updates Will Restore Patient Trust
Sarepta Therapeutics’ consensus price target has been lowered from $23.96 to $22.88, primarily due to ongoing Elevidys safety concerns, regulatory uncertainty, and negative sentiment over recent management decisions, outweighing the short-term relief from improved liquidity and regulatory clarity. Analyst Commentary Elevidys safety concerns, including recent patient deaths and new serious adverse event reports, have sustained regulatory uncertainty and contributed to ongoing negative sentiment and price target reductions by Bearish analysts.Aggiornamento della narrazione • Sep 04
Upcoming ELEVIDYS And Gene Therapy Updates Will Restore Patient Trust
Sarepta Therapeutics’ price target remains under pressure due to persistent safety concerns and regulatory uncertainty surrounding Elevidys, limited market scope after clinical setbacks and halted non-ambulatory development, and skepticism about long-term cash generation, resulting in a maintained consensus analyst price target of $23.84. Analyst Commentary Continued safety concerns surrounding Elevidys, particularly following patient deaths and serious adverse events (notably acute liver failure in non-ambulatory patients and new adverse event reports), have caused repeated reductions in revenue forecasts and increased uncertainty about regulatory approval and commercial uptake.Articolo di analisi • May 29
We Think The Compensation For Sarepta Therapeutics, Inc.'s (NASDAQ:SRPT) CEO Looks About Right
Key Insights Sarepta Therapeutics to hold its Annual General Meeting on 5th of June CEO Doug Ingram's total...Articolo di analisi • May 08
The Consensus EPS Estimates For Sarepta Therapeutics, Inc. (NASDAQ:SRPT) Just Fell A Lot
Today is shaping up negative for Sarepta Therapeutics, Inc. ( NASDAQ:SRPT ) shareholders, with the analysts delivering...Articolo di analisi • Apr 20
Sarepta Therapeutics, Inc. (NASDAQ:SRPT) Not Doing Enough For Some Investors As Its Shares Slump 27%
To the annoyance of some shareholders, Sarepta Therapeutics, Inc. ( NASDAQ:SRPT ) shares are down a considerable 27% in...Seeking Alpha • Mar 18
Sarepta: Disclosure Of An Elevidys Patient's Death Creates Market Uncertainty
Summary Sarepta Therapeutics stock dropped over 20% after a patient treated with Elevidys for DMD died from acute liver failure, raising safety concerns. Despite the incident, Sarepta maintains that the benefit-risk profile of Elevidys remains positive, and over 800 patients have been treated without such severe adverse events. Sarepta's strong financial performance and growth prospects for Elevidys and other therapies may be clouded somewhat by potential regulatory and market reactions to the safety event. Given the uncertainty and need for further data, I am revising my rating on SRPT stock from "Buy" to "Hold" to exercise caution. Read the full article on Seeking AlphaArticolo di analisi • Mar 05
Sarepta Therapeutics, Inc.'s (NASDAQ:SRPT) Low P/S No Reason For Excitement
Sarepta Therapeutics, Inc.'s ( NASDAQ:SRPT ) price-to-sales (or "P/S") ratio of 5.2x might make it look like a buy...Seeking Alpha • Mar 04
Sarepta Therapeutics' Long-Term Potential Intact Despite Near-Term Stock Weakness
Summary Sarepta Therapeutics' stock is at 52-week lows despite strong Q4 earnings and promising clinical updates, reflecting broader biotech sector challenges and investor sentiment. Q4 2024 earnings showed 75% Y/Y revenue growth, driven by Elevidys, with net income tripling to $159.049 million and EPS of $1.50. Sarepta's pipeline includes gene therapies for LGMD, FSHD, and DM1, with significant market potential, though not as large as DMD. Despite leadership in the DMD market, Sarepta faces risks from clinical trial outcomes, revenue concentration on Elevidys, and potential competition. Read the full article on Seeking AlphaArticolo di analisi • Jan 22
These 4 Measures Indicate That Sarepta Therapeutics (NASDAQ:SRPT) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jan 16
Sarepta Therapeutics: Guidance Suggests A Year Of Upside Likely
Summary Sarepta Therapeutics' Elevidys for DMD shows growing revenue potential, with management targeting >$3bn of total revenues in 2025, up 68% from 2024, led by the gene therapy. Despite past valuation concerns, Sarepta's current market cap of $11.4bn is justified, with potential for a >50% gain by YE25. Elevidys' high price and mixed clinical results raise concerns, but totality of evidence suggests it may be the best available treatment for DMD, with no immediate rivals. Sarepta's positive net income and ongoing clinical programs, including a promising partnership with Arrowhead Pharmaceuticals, support a valuation upgrade, with potential for market cap to exceed $15bn. Read the full article on Seeking AlphaRendimenti per gli azionisti
| SRPT | US Biotechs | US Mercato | |
|---|---|---|---|
| 7D | -9.1% | -3.0% | -0.3% |
| 1Y | -57.3% | 32.9% | 26.7% |
Ritorno vs Industria: SRPT ha avuto una performance inferiore rispetto al US Biotechs che ha registrato un rendimento 32.9 % nell'ultimo anno.
Rendimento vs Mercato: SRPT ha avuto una performance inferiore al mercato US che ha registrato un rendimento 26.7 % nell'ultimo anno.
Volatilità dei prezzi
| SRPT volatility | |
|---|---|
| SRPT Average Weekly Movement | 12.9% |
| Biotechs Industry Average Movement | 10.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di SRPT è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 13% ) di SRPT è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1980 | 835 | Doug Ingram | www.sarepta.com |
Sarepta Therapeutics, Inc. è un'azienda biofarmaceutica in fase di sviluppo commerciale che si concentra sulla scoperta e sullo sviluppo di terapie mirate all'RNA, della piattaforma siRNA, della terapia genica e di altre modalità terapeutiche genetiche per il trattamento di malattie rare. L'azienda offre EXONDYS 51 per il trattamento della Duchenne in pazienti che presentano una mutazione confermata del gene della distrofina suscettibile di skipping dell'esone 51; VYONDYS 53 per il trattamento della Duchenne in pazienti che presentano una mutazione confermata del gene della distrofina suscettibile di skipping dell'esone 53; AMONDYS 45 per il trattamento della Duchenne in pazienti che presentano una mutazione confermata del gene della distrofina suscettibile di salto dell'esone 45; ed ELEVIDYS, una terapia genica basata su AAV, controindicata nei pazienti con qualsiasi delezione nell'esone 8 e/o nell'esone 9 del gene della Duchenne. L'azienda sviluppa anche SRP-9003, un programma di terapia genica per il trattamento della LGMD2E; SRP-1001 per colpire e abbattere selettivamente DUX4 utilizzando RNAi in studi clinici di Fase 1/2a; e SRP-1003 per ridurre l'espressione del gene DMPK in studi clinici di Fase 1/2a.
Sarepta Therapeutics, Inc. Riepilogo dei fondamenti
| SRPT statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.76b |
| Utili (TTM) | US$65.06m |
| Ricavi(TTM) | US$2.18b |
27.8x
Rapporto P/E0.8x
Rapporto P/SSRPT è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SRPT Conto economico (TTM) | |
|---|---|
| Ricavi | US$2.18b |
| Costo del fatturato | US$2.33b |
| Profitto lordo | -US$141.65m |
| Altre spese | -US$206.71m |
| Utili | US$65.06m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.62 |
| Margine lordo | -6.49% |
| Margine di profitto netto | 2.98% |
| Rapporto debito/patrimonio netto | 55.7% |
Come si è comportato SRPT nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 06:29 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sarepta Therapeutics, Inc. è coperta da 50 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brian Skorney | Baird |
| Huidong Wang | Barclays |
| Eliana Merle | Barclays |