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

Sarepta Therapeutics, Inc. (NASDAQ:SRPT) fell 9% during trading on Thursday following a weaker than expected earnings announcement. The company traded as low as $16.41 and last traded at $17.2570. 1,315,844 shares changed hands during mid-day 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). Sarepta Therapeutics had a negative net margin of 11.25% and a negative return on equity of 4.85%. The company had revenue of $442.93 million during the quarter, compared to analyst estimates of $390.95 million. During the same period in the prior year, the firm earned $1.90 EPS. Sarepta Therapeutics’s quarterly revenue was down 32.7% compared to the same quarter last year.

Sarepta Therapeutics News Summary

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 Analyst Weigh In

Several analysts have recently weighed in on the stock. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Sarepta Therapeutics in a report on Monday, December 29th. Mizuho upgraded Sarepta Therapeutics from a “neutral” rating to an “outperform” rating and increased their price target for the stock from $19.00 to $26.00 in a research report on Wednesday, November 5th. Wells Fargo & Company dropped their price target on Sarepta Therapeutics from $50.00 to $45.00 and set an “overweight” rating for the company in a report on Wednesday, November 5th. Barclays assumed coverage on Sarepta Therapeutics in a research report on Wednesday, January 28th. They issued an “equal weight” rating and a $20.00 price objective for the company. Finally, Royal Bank Of Canada increased their target price on Sarepta Therapeutics from $16.00 to $18.00 and gave the stock a “sector perform” rating in a report on Thursday, January 8th. Nine investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and six have issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $33.84.

Insider Activity

In other news, COO Ian Michael Estepan sold 13,187 shares of the company’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $22.31, for a total value of $294,201.97. Following the completion of the sale, the chief operating officer directly 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 legal filing with the SEC, which is available through this hyperlink. Insiders own 7.60% of the company’s stock.

Institutional Investors Weigh In On Sarepta Therapeutics

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

Sarepta Therapeutics Trading Down 10.9%

The business has a 50-day simple moving average of $20.57 and a two-hundred day simple moving average of $20.24. The stock has a market cap 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.

About Sarepta Therapeutics

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.