Sarepta Therapeutics (NASDAQ:SRPT) Releases Quarterly Earnings Results, Misses Estimates By $2.71 EPS

Sarepta Therapeutics (NASDAQ:SRPT) released its earnings results on Wednesday. The biotechnology company reported ($3.58) earnings per share for the quarter, missing the consensus estimate of ($0.87) by ($2.71), FiscalAI reports. Sarepta Therapeutics had a negative net margin of 11.25% and a negative return on equity of 4.85%. The firm 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 earnings per share. The business’s revenue was down 32.7% compared to the same quarter last year.

Here are the key takeaways from Sarepta Therapeutics’ conference call:

• Ended 2025 with $954 million in cash and investments and expects to be cash‑flow positive and non‑GAAP profitable in 2026 while maintaining pipeline and commercial investments (2026 non‑GAAP OpEx guide $800–$900M).
• ELEVIDYS uncertainty has largely been addressed (updated label/traditional approval for ambulatory 4+), and a sirolimus pretreatment study for non‑ambulatory patients is enrolling, but persistent patient/physician hesitancy and long enrollment‑to‑infusion timelines are expected to dampen near‑term ELEVIDYS revenue and drove conservative 2026 guidance.
• The PMO franchise remained durable (Q4 PMO revenue $259M) with >90% compliance and strong real‑world evidence; Sarepta has a late‑Q1 FDA meeting and briefing book to pursue transitioning AMONDYS and VYONDYS to traditional approvals based on ESSENCE and long‑term safety data.
• Sarepta’s siRNA pipeline advanced to five clinical‑stage programs (DM1, FSHD, IPF, SCA2, Huntington); preliminary DM1/FSHD PK/PD/proof‑of‑concept data are expected by quarter‑end with multiple value‑creating milestones over the next 12–18 months.
• CEO Doug Ingram said he intends to retire around the end of 2026 and the board has launched an internal and external search, creating near‑term succession and execution risk.

Sarepta Therapeutics Stock Down 9.1%

Shares of SRPT stock traded down $1.73 during trading hours on Thursday, reaching $17.25. The company had a trading volume of 2,614,810 shares, compared to its average volume of 2,693,715. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.79 and a current ratio of 2.95. Sarepta Therapeutics has a twelve month low of $10.41 and a twelve month high of $109.50. The stock’s fifty day simple moving average is $20.57 and its 200 day simple moving average is $20.24. The company has a market capitalization of $1.81 billion, a P/E ratio of -5.73, a price-to-earnings-growth ratio of 0.47 and a beta of 0.39.

More Sarepta Therapeutics News

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 research firms recently commented on SRPT. Mizuho raised Sarepta Therapeutics from a “neutral” rating to an “outperform” rating and increased their target price for the company from $19.00 to $26.00 in a report on Wednesday, November 5th. Wall Street Zen cut Sarepta Therapeutics from a “hold” rating to a “sell” rating in a research report on Saturday, November 8th. Barclays assumed coverage on shares of Sarepta Therapeutics in a research note on Wednesday, January 28th. They set an “equal weight” rating and a $20.00 price target on the stock. Robert W. Baird decreased their price objective on shares of Sarepta Therapeutics from $21.00 to $15.00 and set a “neutral” rating on the stock in a report on Tuesday, November 4th. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Sarepta Therapeutics in a report on Monday, December 29th. Nine investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $33.84.

Insider Transactions at Sarepta Therapeutics

In other Sarepta Therapeutics news, COO Ian Michael Estepan sold 13,187 shares of the business’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $22.31, for a total value of $294,201.97. Following the transaction, the chief operating officer owned 193,300 shares in the company, valued at $4,312,523. The trade was a 6.39% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 7.60% of the stock is owned by company insiders.

Hedge Funds Weigh In On Sarepta Therapeutics

Institutional investors and hedge funds have recently made changes to their positions in the business. Kestra Advisory Services LLC acquired a new position in Sarepta Therapeutics during the 4th quarter worth $25,000. iSAM Funds UK Ltd acquired a new stake in Sarepta Therapeutics in the third quarter worth about $25,000. Ancora Advisors LLC boosted its holdings in shares of Sarepta Therapeutics by 200.0% in the third quarter. Ancora Advisors LLC now owns 1,500 shares of the biotechnology company’s stock valued at $29,000 after acquiring an additional 1,000 shares in the last quarter. Allworth Financial LP boosted its stake in Sarepta Therapeutics by 2,098.8% during the 3rd 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. Finally, Parallel Advisors LLC grew its holdings in Sarepta Therapeutics by 165.3% during the third quarter. Parallel Advisors LLC now owns 2,016 shares of the biotechnology company’s stock worth $39,000 after acquiring an additional 1,256 shares during the period. 86.68% of the stock is currently owned by hedge funds and other institutional investors.

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.