US · Healthcare · Biotechnology
EPS came in at 0.42 against a street estimate of 0.34 — a beat of 23.5%.
Analysts rate Sarepta Therapeutics Inc a hold (7 buy, 12 hold, 5 sell out of 24) with an average price target of $21.64.
CONFIDENT Sarepta delivered Q2 profitability on $329M product revenue, narrowed 2026 guidance to $1.2–1.3B, and advanced siRNA pipeline with MAD data expected H2 2026. Cohort 8 ELEVIDYS non-ambulant enrollment ongoing; FDA accepted AMONDYS/VYONDYS SNDAs for traditional approval review. Q2 2026 Geographic regions not disclosed in call. Analysts pressed on PMO franchise durability vs. competition, ELEVIDYS revenue timing and patient pipeline lag, and regulatory pathways for siRNA programs. Management emphasized long-term Duchenne asset strength, 6-month form-to-infusion standard, biology-first platform differentiation, and data-driven FDA engagement expected early 2027. 2026-08-05…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 17.98% |
| State Street Corp | 8.44% |
| Vanguard Portfolio Management, LLC | 7.93% |
| Two Sigma Investments LLC | 4.35% |
| Vanguard Capital Management, LLC | 4.35% |
| First Trust Advisors L.P. | 4.13% |
| AQR Capital Management LLC | 4.10% |
| Geode Capital Management, LLC | 2.62% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 SAREPTA THERAPEUTICS 8-K FILING SUMMARY HEADLINE NUMBERS • Settlement payment: $39.0 million lump sum to REGENXBIO, due within 10 days of September | 2026-09-23 |
| Quarterly report · Q2 2026 SAREPTA THERAPEUTICS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash position: $571.1 million in cash and cash equivalents as of June 30, 2026 | 2026-08-05 |
| Results announced · Q3 2026 SAREPTA THERAPEUTICS Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 total net product revenues: $328.7 million (PMO therapies: $230.6 | 2026-08-05 |
| Board / officer change · Q3 2026 SAREPTA THERAPEUTICS, INC. - 8-K SUMMARY HEADLINE NUMBERS • New CEO Michael Severino appointed effective July 28, 2026, replacing Douglas Ingram • S | 2026-07-27 |
| Board / officer change · Q2 2026 SAREPTA THERAPEUTICS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 4, 2026 • 105,571,146 shares of common stock outsta | 2026-06-04 |
| Quarterly report · Q1 2026 SAREPTA THERAPEUTICS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues Q1 2026: $730.8 million (vs. $744.9 million Q1 2025) – essential | 2026-05-06 |
| Results announced · Q2 2026 SAREPTA THERAPEUTICS Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total net product revenues: $330.5 million (ELEVIDYS $102.0 million + PMO | 2026-05-06 |
| Proxy statement · Q2 2026 SAREPTA THERAPEUTICS, INC. – 2026 PROXY SUMMARY CEO COMPENSATION • Douglas S. Ingram (CEO) total compensation for 2025: Document does not provide th | 2026-04-24 |
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