Stoke Therapeutics (NASDAQ:STOK) Releases Earnings Results, Misses Expectations By $0.13 EPS

Stoke Therapeutics (NASDAQ:STOK) issued its earnings results on Monday. The company reported ($0.93) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.80) by ($0.13), FiscalAI reports. Stoke Therapeutics had a negative net margin of 753.60% and a negative return on equity of 59.09%. The firm had revenue of $9.32 million during the quarter, compared to the consensus estimate of $4.89 million.

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

• EMPEROR enrollment is complete with 162 patients enrolled in 10 months, no treatment discontinuations to date, and the phase III readout remains expected in the third quarter of 2027.
• Stoke reported supportive long-term open-label data for zorevunersen, including durable seizure reductions, statistically significant annual improvements in Vineland-3 cognition and behavior scores through four years, and no new safety findings after more than 930 doses.
• The company plans a rolling U.S. NDA beginning in the first quarter of 2027, supported by a pre-NDA FDA meeting later this year, and is advancing commercial preparations for a potential early-2028 launch. Stoke estimates approximately 16,000 U.S. Dravet patients, with about 6,000 patients under age 25 viewed as immediately addressable.
• Stoke ended the quarter with $354.3 million in cash and marketable securities and raised $65.7 million net through its ATM program, bringing pro forma cash to approximately $420 million and extending its expected runway through a potential U.S. launch.
• The pipeline is expanding, with STK-002 for ADOA moving into a higher-dose cohort and early safety and efficacy data expected in the first half of 2027; the company is also evaluating five preclinical SYNGAP1 candidates and hopes to select a development candidate in 2027.

Stoke Therapeutics Trading Down 0.2%

STOK stock traded down $0.06 during mid-day trading on Wednesday, hitting $31.61. 112,525 shares of the company were exchanged, compared to its average volume of 749,647. Stoke Therapeutics has a 1-year low of $12.75 and a 1-year high of $40.22. The stock has a market capitalization of $1.97 billion, a PE ratio of -11.25 and a beta of 1.20. The business has a 50 day simple moving average of $30.40 and a 200-day simple moving average of $32.01.

Insider Activity at Stoke Therapeutics

In other news, insider Barry Ticho sold 1,795 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $30.58, for a total transaction of $54,891.10. Following the transaction, the insider owned 34,826 shares in the company, valued at approximately $1,064,979.08. This trade represents a 4.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Jonathan Allan sold 1,457 shares of Stoke Therapeutics stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $29.95, for a total value of $43,637.15. Following the sale, the general counsel directly owned 18,086 shares of the company’s stock, valued at approximately $541,675.70. The trade was a 7.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 9.60% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Stoke Therapeutics

Institutional investors have recently modified their holdings of the business. Kestra Advisory Services LLC bought a new position in Stoke Therapeutics during the fourth quarter worth about $26,000. BNP Paribas Financial Markets raised its stake in Stoke Therapeutics by 66.2% in the 2nd quarter. BNP Paribas Financial Markets now owns 4,186 shares of the company’s stock worth $48,000 after purchasing an additional 1,668 shares in the last quarter. Tower Research Capital LLC TRC boosted its holdings in Stoke Therapeutics by 461.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 4,370 shares of the company’s stock valued at $50,000 after purchasing an additional 3,591 shares during the period. Osaic Holdings Inc. boosted its holdings in Stoke Therapeutics by 263.3% in the 2nd quarter. Osaic Holdings Inc. now owns 7,488 shares of the company’s stock valued at $85,000 after purchasing an additional 5,427 shares during the period. Finally, Persistent Asset Partners Ltd acquired a new position in shares of Stoke Therapeutics during the 4th quarter worth approximately $145,000.

Stoke Therapeutics News Roundup

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

• Positive Sentiment: Management said it expects to submit a rolling New Drug Application for zorevunersen in the first quarter of 2027. The company also reported approximately $420 million in cash, which it believes can support a potential U.S. launch by early 2028. These milestones strengthen the commercial outlook for its Dravet syndrome therapy. Stoke outlines rolling NDA in Q1 2027
• Positive Sentiment: Guggenheim reaffirmed a Buy rating with a $60 price target, while Wedbush maintained Outperform and raised its target to $40 from $38. Chardan also reiterated Buy, and broader analyst commentary remains bullish. The targets imply substantial upside from the stock’s recent level near $31.67. Analyst ratings and price targets
• Positive Sentiment: Second-quarter revenue of roughly $9.3 million exceeded analysts’ expectations of $4.89 million, indicating better-than-anticipated collaboration or partnership revenue. Stoke reports Q2 loss and tops revenue estimates
• Neutral Sentiment: Brokerage coverage currently averages a “Moderate Buy” recommendation, suggesting a favorable but not uniformly aggressive consensus. Stoke receives Moderate Buy recommendation
• Negative Sentiment: Stoke reported a quarterly loss of $0.93 per share, worse than the consensus loss estimate of $0.80–$0.82 and wider than the $0.40 loss a year earlier. The company remains unprofitable, with a negative net margin and return on equity. Stoke second-quarter 2026 financial results
• Negative Sentiment: HC Wainwright lowered its projected EPS for 2029 to $1.55 from $1.63 and for 2030 to $3.56 from $3.74. Canaccord also trimmed its price target to $58 from $60, although it retained a Buy rating. Analyst outlook for Stoke Therapeutics

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the company. The Goldman Sachs Group started coverage on Stoke Therapeutics in a research report on Monday, July 13th. They set a “buy” rating and a $44.00 price target on the stock. Chardan Capital reaffirmed a “buy” rating and issued a $35.00 price objective on shares of Stoke Therapeutics in a research report on Tuesday. Canaccord Genuity Group reduced their target price on Stoke Therapeutics from $60.00 to $58.00 and set a “buy” rating for the company in a research note on Tuesday. BTIG Research restated a “buy” rating and issued a $39.00 price target on shares of Stoke Therapeutics in a research note on Monday, May 11th. Finally, Weiss Ratings downgraded Stoke Therapeutics from a “hold (c)” rating to a “sell (d)” rating in a report on Monday, May 11th. Nine research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $43.00.

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.