Supernus Pharmaceuticals (NASDAQ:SUPN) Issues Earnings Results, Misses Estimates By $0.14 EPS

Supernus Pharmaceuticals (NASDAQ:SUPN) posted its quarterly earnings results on Thursday. The specialty pharmaceutical company reported $0.35 EPS for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.14), FiscalAI reports. Supernus Pharmaceuticals had a positive return on equity of 13.01% and a negative net margin of 5.07%. The business had revenue of $208.60 million during the quarter, compared to analysts’ expectations of $217.56 million. During the same period in the prior year, the firm posted ($0.80) earnings per share. The firm’s revenue for the quarter was up 18.0% on a year-over-year basis.

Here are the key takeaways from Supernus Pharmaceuticals’ conference call:

• Strong third-quarter performance: Revenue rose 18% year over year to a record $226.8 million, while GAAP net income reached $20.9 million versus a $45.1 million loss in the prior-year quarter.
• Management raised standalone 2026 guidance, now expecting total revenue of $875 million–$900 million and non-GAAP operating earnings of $160 million–$180 million.
• Growth products continued to gain momentum, with combined revenue from Qelbree, ZURZUVAE, ONAPGO, and GOCOVRI up 43%; Qelbree prescriptions increased 18%, ZURZUVAE U.S. sales grew about 53%, and ONAPGO sales rose 27% sequentially.
• Supernus and Indivior shareholders approved the merger, with closing expected November 2. Management remains confident in achieving the projected $125 million in annual cost synergies and plans to issue combined 2027 guidance in February.
• SPN-820 and SPN-817 Phase IIb trials continue enrolling, while SPN-443 is expected to enter Phase I by year-end; SPN-817 epilepsy data may not be available until 2028 because recruitment is progressing slowly.

Supernus Pharmaceuticals Price Performance

Shares of NASDAQ:SUPN traded up $0.08 during trading hours on Friday, hitting $41.92. 2,818,870 shares of the company’s stock traded hands, compared to its average volume of 1,049,595. Supernus Pharmaceuticals has a 1 year low of $37.54 and a 1 year high of $59.68. The business has a fifty day moving average price of $42.50 and a 200-day moving average price of $47.32. The firm has a market capitalization of $2.44 billion, a P/E ratio of -54.44, a price-to-earnings-growth ratio of 1.23 and a beta of 0.55.

Key Headlines Impacting Supernus Pharmaceuticals

Here are the key news stories impacting Supernus Pharmaceuticals this week:

• Positive Sentiment: Supernus raised its full-year 2026 earnings guidance, strengthening the outlook for profitability and serving as the primary positive catalyst for SUPN. Supernus Raises 2026 Earnings Guidance
• Positive Sentiment: The company reported third-quarter adjusted earnings of $0.93 per share, exceeding the $0.49 consensus estimate. Revenue also reportedly surpassed expectations in the company’s earnings release coverage, supporting the view that operating performance remains solid. Supernus Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Management described the full-year sales outlook as optimistic, while the earnings call offered additional detail on the company’s commercial performance and 2026 expectations. Supernus Delivers Strong Q3 and Optimistic Sales Guidance
• Neutral Sentiment: Reported figures vary depending on the accounting measure: one summary cited GAAP EPS of $0.35 and revenue of $208.6 million, below consensus, while adjusted EPS was $0.93. Investors are likely focusing on the adjusted results and upgraded guidance, but the GAAP shortfall remains a consideration. Supernus Third-Quarter 2026 Financial Results

Wall Street Analysts Forecast Growth

SUPN has been the topic of a number of research reports. Wall Street Zen downgraded shares of Supernus Pharmaceuticals from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Weiss Ratings lowered Supernus Pharmaceuticals from a “sell (d+)” rating to a “sell (d-)” rating in a report on Friday. Cantor Fitzgerald raised their price target on Supernus Pharmaceuticals from $63.00 to $67.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Finally, Zacks Research lowered shares of Supernus Pharmaceuticals from a “hold” rating to a “strong sell” rating in a research note on Monday, October 5th. One research analyst has rated the stock with a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Reduce” and an average target price of $62.33.

Supernus Pharmaceuticals Company Profile

Supernus Pharmaceuticals, Inc is a specialty pharmaceutical company focused on developing and commercializing therapies for disorders of the central nervous system. The company’s activities center on epilepsy, attention-deficit/hyperactivity disorder (ADHD), and other neurological conditions, with an emphasis on products designed to provide differentiated dosing or delivery characteristics.

Supernus’ marketed products include Trokendi XR (topiramate extended-release) for the prevention of migraine headaches and the treatment of certain seizure disorders, Oxtellar XR (oxcarbazepine extended-release) for partial-onset seizures, and Qelbree (viloxazine extended-release) for ADHD in patients six years of age and older.