HC Wainwright Comments on Krystal Biotech Q1 Earnings

Krystal Biotech, Inc. (NASDAQ:KRYS) – Analysts at HC Wainwright issued their Q1 2026 earnings estimates for shares of Krystal Biotech in a report issued on Wednesday, February 18th. HC Wainwright analyst J. Pantginis expects that the company will post earnings per share of $1.30 for the quarter. HC Wainwright has a “Buy” rating and a $310.00 price objective on the stock. The consensus estimate for Krystal Biotech’s current full-year earnings is $6.14 per share.

Krystal Biotech (NASDAQ:KRYS) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $1.70 EPS for the quarter, beating analysts’ consensus estimates of $1.62 by $0.08. Krystal Biotech had a net margin of 52.64% and a return on equity of 18.69%. The business had revenue of $107.11 million during the quarter, compared to analyst estimates of $105.30 million.

KRYS has been the topic of a number of other research reports. Chardan Capital lifted their price target on shares of Krystal Biotech from $220.00 to $323.00 and gave the stock a “buy” rating in a research note on Wednesday. The Goldman Sachs Group raised their price objective on shares of Krystal Biotech from $206.00 to $327.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Weiss Ratings reissued a “hold (c+)” rating on shares of Krystal Biotech in a research note on Monday, December 29th. Citigroup lifted their price objective on Krystal Biotech from $336.00 to $371.00 and gave the company a “buy” rating in a report on Wednesday. Finally, TD Cowen reissued a “buy” rating on shares of Krystal Biotech in a report on Friday, January 9th. Nine research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $307.22.

Krystal Biotech Trading Down 1.6%

KRYS opened at $283.29 on Thursday. The stock’s 50 day simple moving average is $264.84 and its 200-day simple moving average is $208.40. The stock has a market cap of $8.22 billion, a PE ratio of 41.36 and a beta of 0.49. Krystal Biotech has a 1 year low of $122.80 and a 1 year high of $298.30.

Hedge Funds Weigh In On Krystal Biotech

Several institutional investors have recently bought and sold shares of KRYS. UMB Bank n.a. boosted its stake in Krystal Biotech by 34.6% in the fourth quarter. UMB Bank n.a. now owns 144 shares of the company’s stock worth $36,000 after purchasing an additional 37 shares in the last quarter. Optimize Financial Inc lifted its position in Krystal Biotech by 1.4% during the 4th quarter. Optimize Financial Inc now owns 2,855 shares of the company’s stock worth $704,000 after buying an additional 40 shares in the last quarter. Perigon Wealth Management LLC grew its holdings in Krystal Biotech by 0.5% during the 4th quarter. Perigon Wealth Management LLC now owns 8,970 shares of the company’s stock worth $2,211,000 after acquiring an additional 41 shares during the last quarter. Regal Investment Advisors LLC increased its position in Krystal Biotech by 1.0% in the 4th quarter. Regal Investment Advisors LLC now owns 4,360 shares of the company’s stock valued at $1,075,000 after acquiring an additional 44 shares in the last quarter. Finally, Crossmark Global Holdings Inc. increased its position in Krystal Biotech by 2.7% in the 4th quarter. Crossmark Global Holdings Inc. now owns 2,124 shares of the company’s stock valued at $524,000 after acquiring an additional 55 shares in the last quarter. Institutional investors own 86.29% of the company’s stock.

Insider Transactions at Krystal Biotech

In other news, CAO Kathryn Romano sold 12,500 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $272.14, for a total value of $3,401,750.00. Following the transaction, the chief accounting officer directly owned 19,318 shares of the company’s stock, valued at $5,257,200.52. The trade was a 39.29% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Suma Krishnan sold 25,000 shares of the stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $220.16, for a total value of $5,504,000.00. Following the sale, the insider owned 1,413,711 shares in the company, valued at approximately $311,242,613.76. This trade represents a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 13.70% of the stock is owned by insiders.

Krystal Biotech News Roundup

Here are the key news stories impacting Krystal Biotech this week:

• Positive Sentiment: Q4 beat: Krystal reported $1.70 EPS (vs. $1.62 est.) and $107.1M in VYJUVEK Q4 revenue with 94% gross margin — evidence of profitable commercial traction and stronger net income. Read More.
• Positive Sentiment: Regulatory/designation wins: FDA granted RMAT for KB707 (advanced NSCLC) and Fast Track for KB111 (Hailey‑Hailey disease) — these expedite development and add optionality beyond VYJUVEK. Read More.
• Positive Sentiment: Commercial progress: Over ~660 U.S. reimbursements for VYJUVEK and growing uptake in Germany, France and Japan (90+ patients prescribed across those markets). The company reiterated expansion plans and a strong cash position (~$956M). Read More.
• Positive Sentiment: Analyst uplift: Chardan raised its price target to $323 and reiterated a Buy, adding upward analyst momentum and supporting valuation narratives. Read More.
• Neutral Sentiment: Conference materials and transcripts: The Q4 earnings call transcript, slide deck and investor webcast are available for detailed read‑throughs (helpful for assessing management commentary on growth drivers and expenses). Read More.
• Negative Sentiment: Mixed market reaction / share weakness: Multiple outlets reported KRYS shares slipped (>2%) despite the earnings beat — suggests profit‑taking and short‑term volatility after the print. Read More.
• Negative Sentiment: Reimbursement & launch timing risk in Europe: Pricing negotiations in Germany and France could push meaningful EU revenue later into 2H‑2026/2027, adding execution risk to international growth. Read More.
• Negative Sentiment: Expense / guidance transparency concerns: SG&A rose materially year‑over‑year and management provided non‑GAAP combined R&D+SG&A guidance that excludes stock‑based comp (company says it cannot reliably reconcile)—this can create uncertainty around forward GAAP profitability. Read More.
• Negative Sentiment: Insider selling: Data show material insider sales activity over recent months, which can weigh on investor sentiment even as institutions adjust positions. Read More.

About Krystal Biotech

Krystal Biotech, Inc is a clinical-stage biotechnology company focused on developing gene therapies for rare dermatological diseases. Headquartered in Pittsburgh, Pennsylvania, the company applies proprietary viral vector delivery technology to enable topical administration of corrective genes directly to the skin. By targeting the underlying genetic causes of inherited skin disorders, Krystal Biotech seeks to address areas of high unmet medical need with potentially transformative treatments.

The company’s lead product candidate, KB103, is designed to deliver a functional COL7A1 gene to patients with dystrophic epidermolysis bullosa (DEB), a severe and often debilitating blistering condition.