Q3 EPS Estimates for Stoke Therapeutics Cut by HC Wainwright

Stoke Therapeutics, Inc. (NASDAQ:STOK) – Stock analysts at HC Wainwright reduced their Q3 2026 earnings per share estimates for Stoke Therapeutics in a report issued on Tuesday, August 4th. HC Wainwright analyst A. Ghosh now expects that the company will post earnings of ($0.81) per share for the quarter, down from their prior estimate of ($0.74). The consensus estimate for Stoke Therapeutics’ current full-year earnings is ($3.22) per share. HC Wainwright also issued estimates for Stoke Therapeutics’ Q4 2026 earnings at ($0.81) EPS, FY2026 earnings at ($3.35) EPS, FY2027 earnings at ($2.55) EPS and FY2028 earnings at ($1.78) EPS.

Stoke Therapeutics (NASDAQ:STOK) last released its quarterly earnings data on Monday, August 3rd. The company reported ($0.93) earnings per share for the quarter, missing the consensus estimate of ($0.80) by ($0.13). Stoke Therapeutics had a negative net margin of 753.60% and a negative return on equity of 59.36%. The business had revenue of $9.32 million for the quarter, compared to the consensus estimate of $4.89 million.

STOK has been the subject of several other research reports. Canaccord Genuity Group lowered their price objective on shares of Stoke Therapeutics from $60.00 to $58.00 and set a “buy” rating for the company in a research report on Tuesday. Wedbush boosted their target price on Stoke Therapeutics from $38.00 to $40.00 and gave the company an “outperform” rating in a research note on Tuesday. Chardan Capital reaffirmed a “buy” rating and set a $35.00 price target on shares of Stoke Therapeutics in a research note on Tuesday. BTIG Research reiterated a “buy” rating and issued a $39.00 price objective on shares of Stoke Therapeutics in a report on Monday, May 11th. Finally, The Goldman Sachs Group began coverage on shares of Stoke Therapeutics in a research report on Monday, July 13th. They issued a “buy” rating and a $44.00 price objective on the stock. Nine research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $43.00.

Stoke Therapeutics Stock Performance

Shares of STOK stock opened at $31.93 on Thursday. Stoke Therapeutics has a 52 week low of $12.75 and a 52 week high of $40.22. The company’s 50 day moving average price is $30.41 and its two-hundred day moving average price is $32.03. The company has a market capitalization of $1.99 billion, a P/E ratio of -9.56 and a beta of 1.20.

Hedge Funds Weigh In On Stoke Therapeutics

A number of institutional investors have recently modified their holdings of STOK. RTW Investments LP raised its stake in shares of Stoke Therapeutics by 8.3% during the fourth quarter. RTW Investments LP now owns 5,546,856 shares of the company’s stock valued at $176,057,000 after acquiring an additional 423,331 shares during the last quarter. Redmile Group LLC raised its position in Stoke Therapeutics by 3.2% during the 1st quarter. Redmile Group LLC now owns 4,164,120 shares of the company’s stock worth $135,584,000 after purchasing an additional 130,050 shares during the last quarter. Morgan Stanley lifted its holdings in Stoke Therapeutics by 0.3% during the 4th quarter. Morgan Stanley now owns 3,546,158 shares of the company’s stock worth $112,555,000 after buying an additional 9,108 shares during the period. State Street Corp increased its stake in shares of Stoke Therapeutics by 75.2% in the fourth quarter. State Street Corp now owns 2,498,049 shares of the company’s stock valued at $79,288,000 after buying an additional 1,072,176 shares during the period. Finally, BVF Inc. IL lifted its stake in shares of Stoke Therapeutics by 36.7% in the fourth quarter. BVF Inc. IL now owns 2,265,674 shares of the company’s stock worth $71,912,000 after acquiring an additional 608,578 shares during the period.

Insider Transactions at Stoke Therapeutics

In related news, General Counsel Jonathan Allan sold 1,457 shares of Stoke Therapeutics stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $29.95, for a total transaction of $43,637.15. Following the completion of the sale, the general counsel owned 18,086 shares of the company’s stock, valued at approximately $541,675.70. The trade was a 7.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Barry Ticho sold 7,176 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $29.04, for a total transaction of $208,391.04. Following the sale, the insider owned 20,422 shares of the company’s stock, valued at $593,054.88. This trade represents a 26.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 10,428 shares of company stock valued at $306,919. 9.60% of the stock is currently owned by corporate insiders.

Key Stories Impacting Stoke Therapeutics

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

• Positive Sentiment: Wedbush raised its price target to $40 from $38 and maintained an “outperform” rating. Chardan Capital also reaffirmed its “buy” rating, while Canaccord retained a “buy” rating despite trimming its target to $58 from $60. Wedbush price target increase Chardan buy rating Canaccord outlook
• Positive Sentiment: Stoke outlined plans to submit a rolling NDA for zorevunersen in the first quarter of 2027, potentially supporting a U.S. launch by early 2028. Its approximately $420 million cash balance could help fund development and commercialization preparations. Regulatory and cash update
• Positive Sentiment: Investor commentary highlighted the potential zorevunersen NDA for SCN1A-related Dravet syndrome and continued advancement of STK-002, strengthening the pipeline-driven bull case. Pipeline investment thesis
• Neutral Sentiment: Stoke is scheduled to present at the Canaccord Genuity 46th Annual Growth Conference, giving management an opportunity to provide additional updates on its clinical and regulatory strategy. Conference presentation
• Negative Sentiment: Second-quarter EPS was a loss of $0.93, worse than the $0.80 analyst consensus, though revenue of roughly $9.33 million exceeded expectations. HC Wainwright also lowered its FY2029 and FY2030 EPS estimates, signaling more cautious long-term assumptions. Second-quarter earnings summary
• Negative Sentiment: Insider Barry Ticho sold 7,176 shares valued at approximately $208,000, reducing his direct holdings by 26%. Because the sale occurred under a pre-arranged Rule 10b5-1 plan, its negative signaling value is limited, but it may still weigh modestly on sentiment. SEC insider sale filing

Stoke Therapeutics Company Profile

Stoke Therapeutics, headquartered in Bedford, Massachusetts, is a clinical-stage biopharmaceutical company focused on developing genetic medicines to upregulate protein production for the treatment of rare neuromuscular and neurological disorders. Founded in 2014, the company applies its proprietary Targeted Augmentation of Nuclear Gene Output (TANGO™) platform to design antisense oligonucleotides that selectively modulate RNA splicing and enhance expression of functional proteins.

The company’s lead program, STK-001, is an antisense oligonucleotide therapy designed to increase production of the sodium channel protein SCN1A and is currently in clinical development for Dravet syndrome, a severe childhood-onset epilepsy.