Sarepta Therapeutics (NASDAQ:SRPT) Stock Price Down 9% Following Weak Earnings

Sarepta Therapeutics, Inc. (NASDAQ:SRPT) shares fell 9% during trading on Thursday following a dissappointing earnings announcement. The company traded as low as $16.41 and last traded at $17.2570. 1,315,844 shares were traded during trading, a decline of 50% from the average session volume of 2,631,512 shares. The stock had previously closed at $18.97.

The biotechnology company reported ($3.58) EPS for the quarter, missing the consensus estimate of ($0.87) by ($2.71). The company had revenue of $442.93 million during the quarter, compared to analyst estimates of $390.95 million. Sarepta Therapeutics had a negative net margin of 11.25% and a negative return on equity of 4.85%. The company’s quarterly revenue was down 32.7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.90 EPS.

Key Sarepta Therapeutics News

Here are the key news stories impacting Sarepta Therapeutics this week:

• Positive Sentiment: Revenue beat analyst expectations for Q4 ($442.9M vs. ~$391M est.), showing better-than-expected top-line performance despite year-over-year decline. Sarepta Q4 Loss Wider Than Expected, Sales Beat Estimates
• Positive Sentiment: Commercial launch of ELEVIDYS in Japan (following NHI reimbursement) opens a new market and could support future sales growth if uptake accelerates. Sarepta Therapeutics Announces Commercial Launch of ELEVIDYS in Japan
• Positive Sentiment: Management highlighted a solid cash position and cash flow in the earnings release, which provides financial flexibility while the company executes on recovery plans. Sarepta Therapeutics Inc (SRPT) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Sarepta plans data presentations at upcoming scientific meetings (MDA conference) and management will appear at investor conferences — useful for longer-term visibility but not immediate catalysts. Sarepta Therapeutics to Present New Long-Term and Safety Data
• Neutral Sentiment: Earnings call/transcripts are available; they contain management commentary and Q&A that investors should review for details on commercialization, pricing, and competitive dynamics. Sarepta (SRPT) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS missed badly — reported loss per share of ($3.58) vs. consensus (~($0.87)) — driven by a wider-than-expected Q4 loss that pressured sentiment. Sarepta Reports Q4 Results (MarketBeat)
• Negative Sentiment: ELEVIDYS sales declined meaningfully in the quarter, which is the proximate cause of the revenue pressure and contributed to a cautious 2026 guidance and recovery timeline. Sarepta Falls on Wider Q4 Loss Amid Lower ELEVIDYS Sales
• Negative Sentiment: CEO Douglas Ingram announced he will retire by year-end 2026 (or upon replacement), creating near-term leadership uncertainty as the company navigates commercialization and competitive pressures. Sarepta CEO Ingram to retire by year end (Reuters)

Wall Street Analysts Forecast Growth

SRPT has been the topic of a number of recent research reports. Barclays assumed coverage on shares of Sarepta Therapeutics in a research report on Wednesday, January 28th. They set an “equal weight” rating and a $20.00 price target on the stock. Royal Bank Of Canada raised their target price on shares of Sarepta Therapeutics from $16.00 to $18.00 and gave the stock a “sector perform” rating in a report on Thursday, January 8th. Piper Sandler lifted their price target on shares of Sarepta Therapeutics from $15.00 to $16.00 and gave the company a “neutral” rating in a research report on Thursday, October 30th. HC Wainwright reissued a “sell” rating on shares of Sarepta Therapeutics in a research report on Tuesday, January 27th. Finally, Wells Fargo & Company lowered their price objective on Sarepta Therapeutics from $50.00 to $45.00 and set an “overweight” rating on the stock in a research note on Wednesday, November 5th. Nine investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and six have assigned a Sell rating to the company’s stock. According to MarketBeat, Sarepta Therapeutics has a consensus rating of “Hold” and an average price target of $33.84.

Insider Activity

In related news, COO Ian Michael Estepan sold 13,187 shares of the stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $22.31, for a total value of $294,201.97. Following the completion of the transaction, the chief operating officer owned 193,300 shares of the company’s stock, valued at $4,312,523. This represents a 6.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Company insiders own 7.60% of the company’s stock.

Institutional Investors Weigh In On Sarepta Therapeutics

Hedge funds and other institutional investors have recently bought and sold shares of the company. Kestra Advisory Services LLC acquired a new position in Sarepta Therapeutics in the 4th quarter valued at approximately $25,000. iSAM Funds UK Ltd bought a new stake in shares of Sarepta Therapeutics in the third quarter worth $25,000. Ancora Advisors LLC increased its holdings in Sarepta Therapeutics by 200.0% in the third quarter. Ancora Advisors LLC now owns 1,500 shares of the biotechnology company’s stock valued at $29,000 after purchasing an additional 1,000 shares during the period. Byrne Asset Management LLC bought a new position in Sarepta Therapeutics during the 3rd quarter worth $33,000. Finally, Allworth Financial LP lifted its holdings in Sarepta Therapeutics by 2,098.8% during the 3rd quarter. Allworth Financial LP now owns 1,803 shares of the biotechnology company’s stock worth $35,000 after buying an additional 1,721 shares during the period. Institutional investors own 86.68% of the company’s stock.

Sarepta Therapeutics Price Performance

The company has a fifty day simple moving average of $20.57 and a 200 day simple moving average of $20.24. The stock has a market capitalization of $1.77 billion, a price-to-earnings ratio of -5.60, a P/E/G ratio of 0.47 and a beta of 0.39. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.79 and a current ratio of 2.95.

Sarepta Therapeutics Company Profile

Sarepta Therapeutics, Inc is a biopharmaceutical company focused on the discovery and development of precision genetic medicines for rare neuromuscular diseases. Headquartered in Cambridge, Massachusetts, Sarepta’s core expertise lies in designing RNA-targeted therapies and gene therapies that address underlying genetic mutations. The company’s mission is to transform the treatment paradigm for patients with Duchenne muscular dystrophy (DMD) and related disorders through innovative modalities.

Sarepta’s commercial products include several exon-skipping therapies approved by the U.S.