Stoke Therapeutics (NASDAQ:STOK) Announces Earnings Results, Beats Estimates By $0.01 EPS

Stoke Therapeutics (NASDAQ:STOK) issued its earnings results on Thursday. The company reported ($0.79) EPS for the quarter, topping the consensus estimate of ($0.80) by $0.01, FiscalAI reports. Stoke Therapeutics had a negative return on equity of 2.05% and a negative net margin of 3.73%.The company had revenue of $6.23 million during the quarter, compared to analyst estimates of $6.48 million.

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

• Four‑year OLE results show durable seizure reductions (median ~59–91% in reported intervals) and statistically significant improvements across five Vineland‑3 subdomains over years 1–4, with zorevunersen described as generally well‑tolerated despite common CSF protein elevations that lacked serious clinical manifestations.
• Phase III EMPEROR enrollment has been rapid — ~130 patients randomized to date, ~91 have received the two 70 mg loading doses, 18 completed the week‑28 primary endpoint visit, and the company expects to finish randomizing ~150 patients in the U.S./U.K./Japan by June with a mid‑2027 readout and a rolling NDA start in Q1 2027.
• Commercial and labeling plans emphasize using the long‑term OLE data (section 14/supplementary studies) to support prescriber guidance and payer discussions, a focused payer engagement program (national account directors) and a lean commercial model targeting an estimated ~6,000 addressable U.S. patients aged ≤25 at launch.
• Financial runway — Stoke reported ~$411 million in cash and marketable securities at quarter end and raised ~$80.7 million via an ATM program, which it says funds operations through a potential U.S. launch in late 2027/early 2028.

Stoke Therapeutics Price Performance

Shares of NASDAQ STOK traded up $0.10 during mid-day trading on Friday, reaching $32.89. 693,127 shares of the company traded hands, compared to its average volume of 725,005. Stoke Therapeutics has a fifty-two week low of $8.70 and a fifty-two week high of $40.22. The firm has a market cap of $2.05 billion, a PE ratio of -274.06 and a beta of 1.20. The stock has a fifty day simple moving average of $34.34 and a 200-day simple moving average of $32.03.

Insider Transactions at Stoke Therapeutics

In other news, CFO Thomas Leggett sold 2,382 shares of the business’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $31.34, for a total value of $74,651.88. Following the sale, the chief financial officer owned 10,172 shares of the company’s stock, valued at approximately $318,790.48. The trade was a 18.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Jonathan Allan sold 4,628 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $31.34, for a total value of $145,041.52. Following the completion of the sale, the general counsel owned 28,836 shares of the company’s stock, valued at approximately $903,720.24. This trade represents a 13.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 69,699 shares of company stock valued at $2,526,714 over the last three months. 9.50% of the stock is owned by company insiders.

Institutional Investors Weigh In On Stoke Therapeutics

Hedge funds and other institutional investors have recently bought and sold shares of the business. Bank of Montreal Can bought a new stake in shares of Stoke Therapeutics in the 4th quarter worth approximately $287,000. Farallon Capital Management LLC acquired a new position in Stoke Therapeutics in the fourth quarter worth approximately $286,000. Vestcor Inc acquired a new position in Stoke Therapeutics in the third quarter worth approximately $239,000. LPL Financial LLC bought a new position in shares of Stoke Therapeutics in the fourth quarter valued at $234,000. Finally, Jane Street Group LLC lifted its position in shares of Stoke Therapeutics by 125.2% during the 1st quarter. Jane Street Group LLC now owns 26,978 shares of the company’s stock valued at $179,000 after acquiring an additional 15,001 shares during the last quarter.

Analyst Ratings Changes

STOK has been the topic of several research reports. Chardan Capital reiterated a “buy” rating and set a $35.00 price objective on shares of Stoke Therapeutics in a research note on Wednesday, March 18th. Wedbush lifted their price target on Stoke Therapeutics from $36.00 to $38.00 and gave the company an “outperform” rating in a report on Tuesday, March 17th. BTIG Research reissued a “buy” rating and issued a $39.00 price objective on shares of Stoke Therapeutics in a report on Thursday, March 19th. Wall Street Zen cut Stoke Therapeutics from a “hold” rating to a “sell” rating in a research report on Saturday, March 21st. Finally, Wolfe Research began coverage on Stoke Therapeutics in a research note on Monday, February 23rd. They set an “outperform” rating and a $40.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $41.83.

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.