Sarepta Therapeutics

SRPT · NASDAQ

$19.17+$1.44 (+8.12%)TodayMarket closed · Oct 20, 7:53 PM ET

Prev close $17.73

SRPT analyst rating

HoldConsensus of 14 analysts over the last 12 months. 43% rate it a buy.

Strong buy0
Buy6
Hold5
Underperform1
Sell2

12-month price target · 26 analysts

Average $22.58 (+17.8% upside)

Low: $5.05
Now: $19.17
High: $39.90

Upgrades and downgrades

The latest rating actions, newest first

SRPT analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 8, 2026	Maintains	Sector Perform	$19.00 → $17.00	44%
HC Wainwright & Co.	Oct 5, 2026	Maintains	Sell	$5.00	32%
JP Morgan	Sep 30, 2026	Maintains	Neutral	$23.00 → $20.00	48%
Needham	Sep 28, 2026	Maintains	Underperform	—	38%
Piper Sandler	Jul 9, 2026	Maintains	Neutral	$23.00 → $20.00	40%
Wolfe Research	Jul 9, 2026	Upgrade	Peer Perform → Outperform	$27.00	47%
HC Wainwright & Co.	Apr 16, 2026	Maintains	Sell	$5.00	32%
Citigroup	Mar 26, 2026	Maintains	Sell	$9.00 → $13.00	42%
Needham	Mar 26, 2026	Maintains	Underperform	—	38%
Oppenheimer	Mar 19, 2026	Maintains	Outperform	$37.00	22%

The case for and against

Updated Oct 21, 2026

Bull case

Sarepta Therapeutics is viewed positively because Elevidys continues to show clinically meaningful differentiation, with ENDURE interim data indicating no treatment-related ALI or immunosuppression-related TEAEs in 11 prophylactic sirolimus patients, versus ALI rates of 17% in ambulatory and 33% in non-ambulatory patients without prophylaxis. The exploratory PRO analysis also supports the franchise’s mobility benefit, as EMBARK Part 2 patients showed slower PROMIS mobility declines and a median time to first meaningful improvement of 1 year versus no response in controls. Fundamentally, the outlook is strengthened by reduced legal uncertainty after the $39M REGENX/UPenn patent settlement and by upcoming 1Q:27 safety and expression data from about 25 non-ambulatory patients.

Bear case

Sarepta Therapeutics is viewed negatively because the ELEVIDYS evidence package remains too weak to justify stronger sales assumptions: the 3.32-point NSAA advantage came from 25 older patients versus 99 external controls, while the toddler data lacked functional outcomes and EMBARK’s placebo arm improved more at Year 1 than the comparator cohort. Commercial momentum is already deteriorating, with 2Q26 ELEVIDYS revenue of $98.1M declining 3.8% quarter over quarter, and the company still faces meaningful toxicity concerns including 7-9% serious acute liver injury and about 7% hospitalization rates. Beyond ELEVIDYS, the broader DMD franchise is clouded by regulatory and competitive risk across the PMO portfolio, and the limited sirolimus dataset in only 11 patients does little to remove uncertainty around future uptake or debt-service capacity.

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