Sionna Therapeutics

SION · NASDAQ

$4.15+$0.14 (+3.49%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $4.01

SION analyst rating

HoldConsensus of 9 analysts over the last 12 months. 44% rate it a buy.

Strong buy0
Buy4
Hold4
Underperform1
Sell0

12-month price target · 8 analysts

Average $15.64 (+276.9% upside)

Low: $5.05
Now: $4.15
High: $66.15

Upgrades and downgrades

The latest rating actions, newest first

SION analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wedbush	Sep 15, 2026	Maintains	Neutral	$5.00 → $6.00	40%
Guggenheim	Aug 11, 2026	Downgrade	Buy → Neutral	—	49%
Wedbush	Aug 11, 2026	Downgrade	Outperform → Neutral	$53.00 → $5.00	40%
BTIG	Aug 10, 2026	Downgrade	Buy → Neutral	—	20%
Guggenheim	Aug 7, 2026	Maintains	Buy	$50.00 → $60.00	49%
Citizens	May 26, 2026	Maintains	Market Outperform	$63.00	47%
Freedom Broker	May 20, 2026	Downgrade	Buy → Hold	$38.00	45%
Stifel	May 18, 2026	Maintains	Buy	$44.00 → $55.00	41%
BTIG	May 13, 2026	Maintains	Buy	$58.00	20%
Wedbush	May 5, 2026	Initiates	Outperform	$53.00	40%

The case for and against

Updated Oct 14, 2026

Bull case

Sionna Therapeutics is supported by a compelling clinical thesis because its Phase 2a SION-451/SION-2222 combination is designed to switch patients from Trikafta to a regimen aimed at improving CFTR function, directly addressing the core biology of cystic fibrosis. The planned open-label Phase 2a study in 1Q27 provides a clear near-term catalyst, while the company’s prior PreciSION program took about 1 year to complete, suggesting a disciplined and potentially repeatable development cadence. Although finalized protocols are still in process and no readout timing was guided, the focused single-segment R&D model and targeted approach to novel CF therapies underpin a constructive fundamental outlook.

Bear case

Sionna Therapeutics is viewed negatively because its PreciSION study of SION-719 failed to meet the primary sweat chloride endpoint, posting a placebo-adjusted change of -1.0 mmol/L versus a >10 mmol/L goal, which undermines confidence in the company’s translational model and the lead program’s clinical value. The broader data set also raised tolerability and interpretability concerns, including discontinuations from rash, elevated LFTs, and flu-like symptoms, while management had to contend with higher-than-anticipated variability in Trikafta exposures and sweat chloride results. With SION-719 being eliminated, the SION-451 dual-combo pushed to FY33, FY35 revenue modeled at $244M, runway only into 4Q28, and added financing needs beyond FY28, the risk-reward profile appears weakened.

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