Research Analysts Issue Forecasts for DAWN Q1 Earnings

Day One Biopharmaceuticals, Inc. (NASDAQ:DAWN) – Stock analysts at HC Wainwright decreased their Q1 2026 EPS estimates for Day One Biopharmaceuticals in a research report issued to clients and investors on Wednesday, February 25th. HC Wainwright analyst A. Maldonado now expects that the company will post earnings of ($0.11) per share for the quarter, down from their prior forecast of ($0.10). HC Wainwright has a “Buy” rating and a $22.00 price target on the stock. The consensus estimate for Day One Biopharmaceuticals’ current full-year earnings is ($0.72) per share. HC Wainwright also issued estimates for Day One Biopharmaceuticals’ Q2 2026 earnings at ($0.11) EPS, Q3 2026 earnings at ($0.10) EPS, Q4 2026 earnings at ($0.09) EPS, FY2026 earnings at ($0.41) EPS, FY2027 earnings at $0.10 EPS, FY2028 earnings at $0.04 EPS, FY2029 earnings at $0.57 EPS and FY2030 earnings at $1.05 EPS.

Day One Biopharmaceuticals (NASDAQ:DAWN) last announced its earnings results on Tuesday, February 24th. The company reported ($0.21) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.17) by ($0.04). The company had revenue of $53.72 million for the quarter, compared to the consensus estimate of $49.81 million. Day One Biopharmaceuticals had a negative net margin of 67.85% and a negative return on equity of 23.43%.

A number of other equities analysts also recently commented on the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Day One Biopharmaceuticals in a report on Monday, December 29th. Piper Sandler lifted their price objective on shares of Day One Biopharmaceuticals from $25.00 to $26.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 5th. TD Cowen started coverage on shares of Day One Biopharmaceuticals in a research note on Tuesday, January 13th. They set a “buy” rating and a $34.00 price objective for the company. Zacks Research downgraded shares of Day One Biopharmaceuticals from a “strong-buy” rating to a “hold” rating in a research note on Wednesday. Finally, JPMorgan Chase & Co. lifted their price target on shares of Day One Biopharmaceuticals from $26.00 to $27.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Seven research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Day One Biopharmaceuticals presently has a consensus rating of “Moderate Buy” and an average target price of $26.14.

Day One Biopharmaceuticals Price Performance

Shares of NASDAQ DAWN opened at $10.65 on Friday. Day One Biopharmaceuticals has a 1-year low of $5.64 and a 1-year high of $13.20. The business has a fifty day moving average price of $10.69 and a 200 day moving average price of $8.77. The stock has a market capitalization of $1.10 billion, a P/E ratio of -10.34 and a beta of -1.26.

Insider Activity at Day One Biopharmaceuticals

In other Day One Biopharmaceuticals news, insider Adam Dubow sold 6,395 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $11.60, for a total transaction of $74,182.00. Following the transaction, the insider owned 72,694 shares in the company, valued at approximately $843,250.40. This represents a 8.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Michael Vasconcelles sold 2,728 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $11.60, for a total transaction of $31,644.80. Following the completion of the transaction, the insider directly owned 4,397 shares of the company’s stock, valued at approximately $51,005.20. This represents a 38.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 36,461 shares of company stock worth $422,948 in the last 90 days. 6.20% of the stock is owned by insiders.

Institutional Trading of Day One Biopharmaceuticals

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Rubric Capital Management LP acquired a new position in shares of Day One Biopharmaceuticals in the third quarter valued at about $23,808,000. Vestal Point Capital LP lifted its holdings in shares of Day One Biopharmaceuticals by 94.4% during the fourth quarter. Vestal Point Capital LP now owns 5,200,000 shares of the company’s stock worth $48,464,000 after purchasing an additional 2,525,000 shares during the period. AIGH Capital Management LLC purchased a new stake in Day One Biopharmaceuticals in the third quarter valued at approximately $10,719,000. Mak Capital One LLC acquired a new position in Day One Biopharmaceuticals in the 3rd quarter worth approximately $10,212,000. Finally, Balyasny Asset Management L.P. acquired a new position in Day One Biopharmaceuticals in the 3rd quarter worth approximately $9,758,000. Institutional investors and hedge funds own 87.95% of the company’s stock.

More Day One Biopharmaceuticals News

Here are the key news stories impacting Day One Biopharmaceuticals this week:

• Positive Sentiment: Wedbush raised its price target to $30 and kept an “outperform” rating, signaling strong upside potential from current levels and offering a bullish institutional endorsement. Wedbush PT Raise
• Positive Sentiment: Revenue beat — Q4 revenue came in above consensus (company reported ~$53.7M vs est. ~$49.8M), described as record revenue growth, which supports top‑line momentum and future commercial prospects. Earnings Highlights
• Neutral Sentiment: Analyst roundup pieces summarizing multiple firms’ views are circulating, providing varied takes that can sustain volatility as investors parse differing price targets and ratings. Analyst Roundup
• Neutral Sentiment: Short-interest report shows 0 shares noted for the period (data appears anomalous), so current short-interest metrics provide no clear signal and should be treated cautiously.
• Neutral Sentiment: Earnings materials and full transcripts are available for deeper review (presentation and call transcripts), useful for investors who want management commentary on guidance, commercial rollout and cost trajectory. Earnings Presentation
• Negative Sentiment: EPS missed expectations — Q4 GAAP loss was $0.21 per share vs. the consensus loss of $0.17, highlighting ongoing profitability pressure and contributing to near-term downside risk. EPS Miss Coverage
• Negative Sentiment: Some analysts trimmed price targets (Needham cut to $17; HC Wainwright lowered to $22) even while keeping “buy” ratings — these reductions reduce consensus upside and can weigh on sentiment despite revenue strength. Analyst PT Changes

About Day One Biopharmaceuticals

Day One Biopharmaceuticals, Inc (NASDAQ: DAWN) is a clinical-stage biopharmaceutical company focused on the discovery and development of targeted therapies for oncology. The company employs a precision medicine approach, leveraging biomarker-driven strategies to identify patient populations most likely to respond to its investigational compounds. By concentrating on well-validated molecular drivers of cancer, Day One seeks to deliver first-in-class or best-in-class therapies with the potential for meaningful clinical benefit.

The company’s pipeline includes several small-molecule candidates in various stages of development.