Scholar Rock (NASDAQ:SRRK) Sees Large Volume Increase on Better-Than-Expected Earnings

Shares of Scholar Rock Holding Corporation (NASDAQ:SRRK) saw an uptick in trading volume on Wednesday following a stronger than expected earnings report. 2,499,630 shares traded hands during mid-day trading, an increase of 148% from the previous session’s volume of 1,008,784 shares.The stock last traded at $44.10 and had previously closed at $44.31.

The company reported ($0.76) EPS for the quarter, topping analysts’ consensus estimates of ($0.86) by $0.10. During the same period last year, the business posted ($0.64) earnings per share.

Scholar Rock News Roundup

Here are the key news stories impacting Scholar Rock this week:

• Positive Sentiment: Piper Sandler raised its price target to $58 and initiated/maintained an “overweight” view, implying ~31.5% upside from recent levels — a clear catalyst for buying interest. We are incrementally positive on Scholar Rock (SRRK) Shares; PT Raised at Piper Sandler
• Positive Sentiment: HC Wainwright reaffirmed a “buy” and set a $58 price target, reinforcing analyst optimism and supporting momentum. HC Wainwright Reaffirms Buy; $58 PT
• Positive Sentiment: Q4 2025 results beat consensus — reported EPS/loss was better than expectations (company reported a smaller-than-expected loss), which traders interpret as operational progress ahead of key clinical milestones. Scholar Rock Q4 2025 Press Release / Financial Results
• Neutral Sentiment: Multiple transcripts and call coverage (Seeking Alpha, InsiderMonkey, Yahoo Finance) are available for the Q4 earnings call — useful for investors digging into management commentary on pipelines, cash runway and upcoming catalysts but not a direct immediate catalyst by itself. Q4 2025 Earnings Call Transcript (InsiderMonkey)
• Negative Sentiment: The company acknowledged a correcting press release: while the quarter beat estimates, net loss widened year‑over‑year (reported net loss per share larger than the year‑ago quarter), which could temper enthusiasm until clinical/financial trends become clearer. Correcting and Replacing: Q4 & Full Year 2025 Financial Results

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on SRRK shares. Citigroup began coverage on shares of Scholar Rock in a report on Friday, January 9th. They issued a “buy” rating and a $55.00 price target for the company. Cantor Fitzgerald restated an “overweight” rating on shares of Scholar Rock in a research report on Thursday, December 11th. JPMorgan Chase & Co. raised their price target on Scholar Rock from $46.00 to $47.00 and gave the company an “overweight” rating in a report on Tuesday, November 18th. UBS Group initiated coverage on Scholar Rock in a report on Wednesday, January 7th. They set a “buy” rating and a $60.00 price objective for the company. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $50.00 target price on shares of Scholar Rock in a research note on Friday, November 14th. Four equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Scholar Rock presently has a consensus rating of “Buy” and an average price target of $52.50.

Insider Buying and Selling

In related news, insider Jing L. Marantz sold 4,157 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $46.53, for a total value of $193,425.21. Following the sale, the insider directly owned 126,012 shares in the company, valued at $5,863,338.36. This trade represents a 3.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Caryn Parlavecchio sold 9,035 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $46.53, for a total transaction of $420,398.55. Following the transaction, the insider owned 169,087 shares of the company’s stock, valued at approximately $7,867,618.11. This represents a 5.07% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 344,932 shares of company stock valued at $15,371,225. Insiders own 13.30% of the company’s stock.

Institutional Trading of Scholar Rock

Several hedge funds have recently added to or reduced their stakes in SRRK. AQR Capital Management LLC increased its holdings in shares of Scholar Rock by 609.3% in the first quarter. AQR Capital Management LLC now owns 57,294 shares of the company’s stock worth $1,842,000 after acquiring an additional 49,217 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Scholar Rock by 12.3% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 53,046 shares of the company’s stock worth $1,709,000 after purchasing an additional 5,831 shares in the last quarter. Millennium Management LLC raised its holdings in Scholar Rock by 37.4% during the 1st quarter. Millennium Management LLC now owns 200,255 shares of the company’s stock worth $6,438,000 after buying an additional 54,555 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Scholar Rock by 25.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 169,825 shares of the company’s stock valued at $5,460,000 after buying an additional 34,594 shares in the last quarter. Finally, Strs Ohio acquired a new position in shares of Scholar Rock in the first quarter valued at approximately $77,000. Institutional investors and hedge funds own 91.08% of the company’s stock.

Scholar Rock Price Performance

The company has a debt-to-equity ratio of 0.41, a current ratio of 6.30 and a quick ratio of 6.30. The company’s 50-day moving average price is $45.29 and its 200-day moving average price is $39.08. The company has a market cap of $4.56 billion, a P/E ratio of -14.19 and a beta of 0.70.

About Scholar Rock

Scholar Rock is a clinical-stage biotechnology company focused on the discovery and development of protein therapeutics that selectively target growth factors involved in disease processes. The company’s research platform is designed to modulate endogenous growth factor activation and signaling with high specificity, aiming to restore normal biological function across a range of disorders. Scholar Rock’s approach is distinguished by its emphasis on engineering antibodies and biologics that interact with growth factor precursors or latent complexes rather than the active form, potentially offering improved safety and efficacy profiles.

The company’s lead program, SRK-015 (appercept), is an investigational monoclonal antibody targeting the activation of latent myostatin proproteins and is being evaluated for the treatment of spinal muscular atrophy (SMA).