Analysts Offer Predictions for Krystal Biotech Q2 Earnings

Krystal Biotech, Inc. (NASDAQ:KRYS) – Equities research analysts at HC Wainwright issued their Q2 2026 earnings per share (EPS) estimates for Krystal Biotech in a research report issued to clients and investors on Wednesday, February 18th. HC Wainwright analyst J. Pantginis forecasts that the company will post earnings per share of $1.37 for the quarter. HC Wainwright has a “Buy” rating and a $310.00 price objective on the stock. The consensus estimate for Krystal Biotech’s current full-year earnings is $6.14 per share. HC Wainwright also issued estimates for Krystal Biotech’s Q3 2026 earnings at $1.50 EPS, Q4 2026 earnings at $1.68 EPS, FY2026 earnings at $5.78 EPS, FY2027 earnings at $6.52 EPS and FY2028 earnings at $11.52 EPS.

Krystal Biotech (NASDAQ:KRYS) last posted its quarterly earnings data on Tuesday, February 17th. The company reported $1.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.62 by $0.08. The firm had revenue of $107.11 million for the quarter, compared to the consensus estimate of $105.30 million. Krystal Biotech had a net margin of 52.64% and a return on equity of 18.69%.

Several other research firms also recently weighed in on KRYS. The Goldman Sachs Group boosted their price target on Krystal Biotech from $206.00 to $327.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Jefferies Financial Group raised their price target on shares of Krystal Biotech from $310.00 to $371.00 and gave the stock a “buy” rating in a research report on Tuesday. Chardan Capital lifted their price objective on shares of Krystal Biotech from $220.00 to $323.00 and gave the company a “buy” rating in a research note on Wednesday. TD Cowen reiterated a “buy” rating on shares of Krystal Biotech in a research note on Friday, January 9th. Finally, Zacks Research cut shares of Krystal Biotech from a “strong-buy” rating to a “hold” rating in a report on Thursday, February 5th. Nine analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $318.75.

Krystal Biotech Price Performance

NASDAQ KRYS opened at $262.67 on Friday. The company has a market cap of $7.68 billion, a price-to-earnings ratio of 38.35 and a beta of 0.49. The stock’s fifty day moving average price is $265.16 and its 200 day moving average price is $208.78. Krystal Biotech has a 1 year low of $122.80 and a 1 year high of $298.30.

Insider Activity

In related news, CAO Kathryn Romano sold 12,500 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $272.14, for a total value of $3,401,750.00. Following the completion of the transaction, the chief accounting officer owned 19,318 shares of the company’s stock, valued at approximately $5,257,200.52. This represents a 39.29% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Suma Krishnan sold 25,000 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $220.16, for a total value of $5,504,000.00. Following the completion of the sale, the insider directly owned 1,413,711 shares in the company, valued at approximately $311,242,613.76. The trade was a 1.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 13.70% of the stock is owned by insiders.

Institutional Investors Weigh In On Krystal Biotech

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Avoro Capital Advisors LLC lifted its holdings in Krystal Biotech by 4.0% during the fourth quarter. Avoro Capital Advisors LLC now owns 2,888,888 shares of the company’s stock valued at $712,226,000 after purchasing an additional 111,111 shares in the last quarter. State Street Corp raised its position in shares of Krystal Biotech by 10.5% during the 2nd quarter. State Street Corp now owns 1,355,346 shares of the company’s stock worth $186,306,000 after purchasing an additional 128,639 shares during the last quarter. Soleus Capital Management L.P. lifted its stake in Krystal Biotech by 108.9% in the 2nd quarter. Soleus Capital Management L.P. now owns 922,958 shares of the company’s stock valued at $126,870,000 after buying an additional 481,200 shares in the last quarter. Braidwell LP boosted its holdings in Krystal Biotech by 81.6% in the 2nd quarter. Braidwell LP now owns 727,811 shares of the company’s stock worth $100,045,000 after buying an additional 327,067 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in Krystal Biotech by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 619,547 shares of the company’s stock worth $85,174,000 after buying an additional 7,194 shares during the last quarter. Hedge funds and other institutional investors own 86.29% of the company’s stock.

Krystal Biotech News Summary

Here are the key news stories impacting Krystal Biotech this week:

• Positive Sentiment: Q4 results beat on EPS and Vyjuvek sales rose ~17%; management reported 660+ U.S. reimbursements and said the gene‑therapy pipeline is advancing into 2026 — supportive for near‑term revenue and commercial traction. Krystal Biotech Q4 Earnings Beat, Revenues Miss Mark
• Positive Sentiment: Shares had an initial gap‑up after the earnings beat, reflecting investor enthusiasm for the print and commercial updates. KRYS Shares Gap Up After Earnings Beat
• Neutral Sentiment: Chardan Capital raised its price target to $323 and kept a buy rating, which is a positive endorsement but may be balanced by other firms’ adjustments. Chardan Capital Boosts KRYS Price Target to $323
• Neutral Sentiment: HC Wainwright published detailed quarterly EPS forecasts and reiterated a Buy rating with a $310 target; these model updates give investors more visibility into quarterly cadence but are mixed in tone given the cuts described below.
• Neutral Sentiment: Earnings call transcript and several analyst writeups are circulating for deeper read‑throughs on guidance, margin dynamics and pipeline milestones. Reassessing Krystal Biotech After Strong Rally
• Negative Sentiment: HC Wainwright cut FY2026, FY2027 and FY2028 EPS estimates materially (FY2026 from $7.41 to $5.78; FY2027 from $10.21 to $6.52; FY2028 slightly lowered), signalling lower medium‑term growth expectations — this revision pressure likely drove much of the intraday weakness.
• Negative Sentiment: Analyst commentary and target resets are prompting a reassessment of KRYS’s longer‑term story (less upside in some models), which can increase volatility as investors weigh commercial execution against lowered forecasts. Why Analysts See KRYS Story Shifting

Krystal Biotech Company Profile

Krystal Biotech, Inc is a clinical-stage biotechnology company focused on developing gene therapies for rare dermatological diseases. Headquartered in Pittsburgh, Pennsylvania, the company applies proprietary viral vector delivery technology to enable topical administration of corrective genes directly to the skin. By targeting the underlying genetic causes of inherited skin disorders, Krystal Biotech seeks to address areas of high unmet medical need with potentially transformative treatments.

The company’s lead product candidate, KB103, is designed to deliver a functional COL7A1 gene to patients with dystrophic epidermolysis bullosa (DEB), a severe and often debilitating blistering condition.