Sarepta Therapeutics (SRPT)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Sarepta Therapeutics (SRPT) trades at $19.41 with AI Score 39/100 (Grade D). Sarepta Therapeutics, Inc. Market cap: $2.05B, Sector: Healthcare.
Price live · AI analysis from May 10, 2026SRPT stock analysis for 2026: Analysts have set a consensus price target of $27.00 for Sarepta Therapeutics, suggesting 39.1% upside from the current price of $19.41. The AI MoonshotScore is 39/100, indicating a bearish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
SRPT: 3/7 perspectives are bullish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Sarepta Therapeutics (SRPT) Healthcare & Pipeline Overview
Sarepta Therapeutics, Inc. is a leading biopharmaceutical company dedicated to developing RNA-targeted therapeutics and gene therapies for rare diseases, particularly Duchenne muscular dystrophy, leveraging advanced exon-skipping technology and a robust pipeline of innovative products.
What Is the Investment Thesis for SRPT?
Sarepta Therapeutics, Inc. presents a compelling investment thesis driven by its innovative pipeline and strong market position in the biotechnology sector. The company has a market capitalization of $2.05B and a P/E ratio of 37.2, reflecting investor confidence in its growth potential. Key value drivers include the successful commercialization of EXONDYS 51 and VYONDYS 53, which have established a revenue stream, alongside the anticipated approval of AMONDYS 45 and other pipeline candidates. Sarepta's gross margin stands at 62.4%, significantly above the industry average, indicating efficient cost management and pricing power. Upcoming catalysts include potential regulatory approvals and clinical trial results that could expand its product offerings and market share. However, risks such as regulatory hurdles and competitive pressures from peers like ImmunityBio, Inc. (IBRX) and Beam Therapeutics Inc. (BEAM) must be monitored closely.
Based on FMP financials and quantitative analysis
SRPT Key Highlights
- Market capitalization of $2.05B reflects strong investor interest in rare disease therapeutics.
- P/E ratio of 37.2 indicates a premium valuation compared to industry peers, driven by growth expectations.
- Gross margin of 62.4% highlights operational efficiency and strong pricing power in the biotechnology sector.
- Profit margin of 3.0% demonstrates initial profitability amidst significant R&D investments.
- Beta of 0.28 suggests lower volatility compared to the broader market, appealing to risk-averse investors.
Who Are SRPT's Competitors?
SRPT is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| IBRX ImmunityBio, Inc. | $9.01 | -4.61% | $9.44B | — |
| COGT Cogent Biosciences, Inc. | $39.56 | +2.25% | $6.76B | 60 |
| BEAM Beam Therapeutics Inc. | $35.74 | +2.73% | $3.68B | — |
| SNDX Syndax Pharmaceuticals, Inc. | $22.11 | +1.33% | $1.96B | 79 |
| ANAB AnaptysBio, Inc. | $63.69 | +0.43% | $2.75B | 79 |
| ABVX Abivax S.A. | $145.38 | +0.51% | $9.53B | 76 |
| CGEN Compugen Ltd. | $2.37 | +3.73% | $223.62M | 76 |
| GLUE Monte Rosa Therapeutics, Inc. | $23.06 | -4.75% | $1.50B | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SRPT's Key Strengths?
- Innovative product pipeline targeting rare diseases with high unmet needs.
- Established revenue from FDA-approved therapies.
- Strong partnerships enhancing research capabilities and market reach.
- Expertise in RNA-targeted therapeutics and gene therapy technologies.
What Are SRPT's Weaknesses?
- Dependence on a limited number of products for revenue generation.
- High R&D costs associated with developing complex therapies.
- Potential for regulatory hurdles impacting product approvals.
- Market competition from established and emerging biotechnology firms.
What Could Drive SRPT Stock Higher?
- Potential FDA approval of AMONDYS 45 in late 2026 could significantly expand Sarepta's product offerings.
- Clinical trials for SRP-9001 and SRP-9003 are progressing, with results expected to drive future growth.
- Strategic collaborations with F. Hoffman-La Roche Ltd and others are enhancing research and development capabilities.
- Increased awareness and advocacy for Duchenne muscular dystrophy may drive demand for existing and future therapies.
- Expansion of the company's research initiatives into limb-girdle muscular dystrophies is underway.
What Are the Key Risks for SRPT?
- Financial-distress signal — its Altman Z-Score of 0.18 sits in the distress zone (elevated bankruptcy risk).
- Rich valuation — a P/E of 37.2 runs well above the Healthcare sector’s ~23x, leaving little room for a miss.
- Regulatory hurdles could delay product approvals and impact revenue timelines.
- Competition from other biotechnology firms could pressure market share and pricing.
- Adverse clinical trial results may hinder pipeline development and investor confidence.
- Dependence on a limited number of products for revenue generation poses financial risks.
- Changes in healthcare policies and reimbursement practices could affect market access.
What Are the Growth Opportunities for SRPT?
- Growth opportunity 1: Sarepta's ongoing development of AMONDYS 45, targeting exon 45 of the dystrophin gene, positions the company to capture a significant share of the DMD treatment market. The DMD market is estimated to be worth $3 billion by 2025, with AMONDYS 45 expected to launch in late 2026, potentially driving substantial revenue growth.
- Growth opportunity 2: The expansion of the SRP-9001 micro-dystrophin gene therapy program offers a promising avenue for treating DMD patients. With the global gene therapy market projected to grow at a CAGR of 25% through 2028, successful clinical trials could lead to rapid adoption and significant market penetration.
- Growth opportunity 3: Sarepta's collaboration with F. Hoffman-La Roche Ltd enhances its research capabilities and accelerates the development of novel therapies. This partnership could yield innovative treatments for other rare genetic disorders, expanding Sarepta's product pipeline and market presence.
- Growth opportunity 4: The company's focus on limb-girdle muscular dystrophies through the SRP-9003 program taps into an underserved patient population. The limb-girdle muscular dystrophy market is anticipated to grow to $1.5 billion by 2027, providing Sarepta with an opportunity to diversify its therapeutic offerings.
- Growth opportunity 5: Increasing awareness and advocacy for rare diseases are driving demand for effective treatments. As Sarepta continues to innovate and expand its product portfolio, it stands to benefit from heightened patient and physician interest, potentially leading to increased sales and market share.
What Opportunities Does SRPT Have?
- Expansion into new therapeutic areas and rare diseases.
- Growing demand for gene therapies and personalized medicine.
- Strategic collaborations to enhance product development and market access.
- Increased awareness and advocacy for rare diseases driving patient demand.
What Threats Does SRPT Face?
- Intense competition from other biotechnology companies.
- Regulatory changes affecting drug approval processes.
- Market volatility impacting funding and investment in biotech.
- Potential adverse clinical trial results affecting product pipeline.
What Are SRPT's Competitive Advantages?
- Strong intellectual property portfolio protecting innovative therapies.
- Established market presence with FDA-approved products generating revenue.
- Collaborative partnerships with leading research institutions enhancing credibility.
- Expertise in RNA-targeted therapeutics and gene therapies differentiating from competitors.
- Commitment to addressing rare diseases with significant unmet medical needs.
What Does SRPT Do?
Founded in 1980 and headquartered in Cambridge, Massachusetts, Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company that specializes in the discovery and development of RNA-targeted therapeutics, gene therapies, and other genetic therapeutic modalities aimed at treating rare diseases. The company has carved a niche in the biotechnology sector with its innovative approach to addressing Duchenne muscular dystrophy (DMD), a severe genetic disorder characterized by progressive muscle degeneration. Sarepta's flagship products include EXONDYS 51 and VYONDYS 53, both designed to treat patients with specific mutations in the dystrophin gene that are amenable to exon skipping. In addition to these marketed products, Sarepta is advancing a robust pipeline that includes AMONDYS 45, SRP-5051, SRP-9001, and SRP-9003, targeting various aspects of DMD and other muscular dystrophies. The company has established collaborative agreements with prominent organizations such as F. Hoffman-La Roche Ltd, Nationwide Children's Hospital, and Duke University, enhancing its research capabilities and market reach. With a workforce of approximately 1,372 employees, Sarepta is positioned as a key player in the biotechnology landscape, focused on delivering transformative therapies to patients with rare genetic disorders.
What Products and Services Does SRPT Offer?
- Develop RNA-targeted therapeutics and gene therapies for rare diseases.
- Market EXONDYS 51 and VYONDYS 53 for treating Duchenne muscular dystrophy.
- Innovate through advanced exon-skipping technology to address genetic mutations.
- Collaborate with leading institutions for research and development.
- Expand product pipeline with candidates targeting various muscular dystrophies.
- Focus on addressing significant unmet medical needs in genetic disorders.
How Does SRPT Make Money?
- Generate revenue through the sale of FDA-approved therapeutics for rare diseases.
- Leverage partnerships and collaborations to enhance research and development.
- Invest in clinical trials to advance pipeline candidates towards commercialization.
- Utilize innovative technologies to develop unique treatment modalities.
- Focus on niche markets with high unmet medical needs for sustainable growth.
What Industry Does SRPT Operate In?
The biotechnology industry is experiencing rapid growth, driven by advancements in genetic therapies and an increasing focus on rare diseases. The global market for gene therapies is projected to reach $13.3 billion by 2026, with a CAGR of 28.6%. Sarepta Therapeutics, Inc. is well-positioned within this landscape, focusing on RNA-targeted therapies for rare genetic disorders. The competitive landscape includes companies like ImmunityBio, Inc. (IBRX), Cogent Biosciences, Inc. (COGT), and Beam Therapeutics Inc. (BEAM), each vying for market share in the lucrative rare disease segment. Sarepta's innovative approach to DMD and its established product portfolio provide a competitive edge in a rapidly evolving market.
Who Are SRPT's Key Customers?
- Patients diagnosed with Duchenne muscular dystrophy and other rare diseases.
- Healthcare providers and specialists in genetic disorders.
- Research institutions and collaborators in drug development.
- Payers and insurance companies involved in reimbursement for therapies.
- Advocacy groups and organizations focused on rare disease awareness.
FY2026 estForward Outlook
Wall Street analysts project Sarepta Therapeutics revenue of about $1.81B for fiscal 2026, with EPS near $3.54. The estimate reflects 17 contributing analysts.
SRPT Valuation & Market Position
With a $2.05B market cap, Sarepta Therapeutics sits in the mid-cap segment of the market. Relative to its peer group, SRPT's quantitative score of 39/100 is below the peer average of 73/100.
ROE 5%Key Financial Metrics
Return on equity for Sarepta Therapeutics stands at 4.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.0%, showing how much profit it generates from its asset base. SRPT trades at a trailing price-to-earnings ratio of 37.17, above the Healthcare sector average of ~23x. Its free cash flow yield is 5.2%, a gauge of the cash the business throws off relative to its market value. A current ratio of 4.63 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.2%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 8/9Financial Health
Sarepta Therapeutics's Piotroski F-Score is 8/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 0.18 places it in the distress zone, a signal of elevated financial risk.
Company Profile
Sarepta Therapeutics operates in the Biotechnology industry within the Healthcare sector. It is headquartered in Cambridge, US. The company is led by CEO Douglas S. Ingram. SRPT has traded publicly since 1997.
SRPT Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Sarepta's gene therapy pipeline is generating significant buzz within the community, signaling strong potential for future growth. Think Moderna during the early days of mRNA enthusiasm.
- Recent insider buying activity suggests that those with the closest knowledge of the company see value at current levels. This can be a powerful signal, similar to when company founders increase their holdings.
- Community sentiment is largely optimistic, with many believing Sarepta is undervalued given its advancements in treating Duchenne muscular dystrophy. This echoes the early days of CRISPR companies.
- The market appears to be increasingly receptive to gene therapy solutions, which could translate to a higher valuation for Sarepta. This mirrors the shift in perception towards electric vehicles and renewable energy.
Bear Case
- Concerns linger about the long-term efficacy and safety of Sarepta's gene therapies, creating uncertainty among some investors. This is similar to the initial skepticism surrounding novel drug classes.
- Despite positive sentiment, some in the community question the scalability and cost-effectiveness of Sarepta's treatments. This is a common concern for biotech companies with specialized therapies.
- There's a perception that regulatory hurdles could delay or even prevent the approval of certain therapies, dampening enthusiasm. This is reminiscent of the challenges faced by some cannabis companies.
- Some investors are wary of the company's reliance on a relatively small number of key products, making it vulnerable to setbacks. This is comparable to companies heavily dependent on a single blockbuster drug.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SRPT Latest News
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Small Caps Near Record Highs, Robinhood Rallies 12%: Stock Market Today
benzinga · Jun 17, 2026
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Earnings Scheduled For May 6, 2026
benzinga · May 6, 2026
SRPT Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SRPT.
Price Targets
Consensus target: $27.00
SRPT MoonshotScore
What does this score mean?
The MoonshotScore rates SRPT's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Douglas S. Ingram
CEO
Douglas S. Ingram has extensive experience in the biopharmaceutical industry, having held various leadership roles at prominent companies. He holds a degree in Economics from Harvard University and has a strong track record in driving growth and innovation in the biotech sector. His leadership style emphasizes collaboration and strategic partnerships to advance therapeutic development.
Track Record: Under Ingram's leadership, Sarepta Therapeutics has successfully launched EXONDYS 51 and VYONDYS 53, establishing a revenue stream and enhancing the company's market position. He has been instrumental in expanding the company's pipeline and fostering collaborations with leading research institutions.
Sarepta Therapeutics Healthcare Stock: Key Questions Answered
What does Sarepta Therapeutics, Inc. do?
Sarepta Therapeutics, Inc. specializes in developing RNA-targeted therapeutics and gene therapies for rare diseases, particularly Duchenne muscular dystrophy. The company markets EXONDYS 51 and VYONDYS 53, with a robust pipeline of innovative treatments aimed at addressing significant unmet medical needs in genetic disorders.
What do analysts say about SRPT stock?
Analysts generally view Sarepta Therapeutics, Inc. favorably, highlighting its strong product pipeline and potential for growth. Key valuation metrics include a market cap of $2.05B and a P/E ratio of 37.2, indicating investor confidence in the company's future prospects. However, analysts also note potential risks associated with regulatory approvals and competition.
What are the main risks for SRPT?
Sarepta Therapeutics, Inc. faces several risks, including potential regulatory hurdles that could delay product approvals and impact revenue timelines. Additionally, ongoing competition from other biotechnology firms may pressure market share and pricing. The company's dependence on a limited number of products for revenue generation also poses financial risks, particularly if clinical trials yield adverse results.
What are the key factors to evaluate for SRPT?
Sarepta Therapeutics (SRPT) holds an AI score of 39/100 (low). P/E: 37.2x vs the S&P 500's ~20-25x. Analysts target $27.00 (+39%). Not financial advice.
How frequently does SRPT data refresh on this page?
SRPT prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SRPT's recent stock price performance?
Sarepta Therapeutics (SRPT) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Innovative product pipeline targeting rare diseases with high unmet needs. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SRPT overvalued or undervalued right now?
Sarepta Therapeutics (SRPT) trades at 37.2x earnings. Analysts target $27.00 (+39%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SRPT?
Before investing in Sarepta Therapeutics (SRPT), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- All financial metrics and company information are based on the latest available data.