Scholar Rock Holding

SRRK · NASDAQ

$41.36+$1.12 (+2.78%)TodayMarket closed · Oct 20, 7:57 PM ET

Prev close $40.24

SRRK analyst rating

BuyConsensus of 12 analysts over the last 12 months. 92% rate it a buy.

Strong buy1
Buy10
Hold1
Underperform0
Sell0

12-month price target · 19 analysts

Average $70.44 (+70.3% upside)

Low: $48.48
Now: $41.36
High: $88.20

Upgrades and downgrades

The latest rating actions, newest first

SRRK analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Truist Securities	Sep 24, 2026	Maintains	Buy	$76.00 → $77.00	51%
JP Morgan	Sep 21, 2026	Maintains	Overweight	$63.00 → $70.00	44%
Evercore ISI Group	Sep 15, 2026	Maintains	Outperform	$65.00 → $72.00	51%
Piper Sandler	Sep 15, 2026	Maintains	Overweight	$60.00 → $75.00	55%
Jefferies	Sep 15, 2026	Maintains	Buy	$57.00 → $65.00	40%
Wedbush	Sep 15, 2026	Maintains	Outperform	$64.00 → $70.00	46%
Barclays	Sep 15, 2026	Downgrade	Overweight → Equal-Weight	$55.00 → $58.00	46%
HC Wainwright & Co.	Sep 15, 2026	Maintains	Buy	$65.00 → $70.00	41%
Raymond James	Sep 14, 2026	Maintains	Strong Buy	$65.00 → $72.00	57%
BMO Capital	Sep 14, 2026	Maintains	Outperform	$76.00 → $84.00	46%

The case for and against

Updated Oct 14, 2026

Bull case

Scholar Rock Holding is viewed favorably because its first FDA approval for ISEMBYLD converts a long-regulatory-overhang story into a commercial launch with a broad label across SMA subtypes, adults and children two years of age and older, and roughly 6,600 U.S. patients already on SMN2-targeted therapy. The company’s Phase 3 SAPPHIRE data showed a clinically meaningful 2.2-point HFMSE improvement, while 98% retention into ONYX supports durability and reduces safety concerns, and the expected ~$310k per-patient annual net pricing lifts 2035E revenue to about $2.2B from $1.9B. With approximately 140 treatment centers and 2,600 prescribing physicians engaged, plus optionality from subcutaneous apitegromab, FSHD, and SRK-439, the fundamental setup supports a strong long-term growth profile.

Bear case

Scholar Rock Holding is viewed negatively because its lead opportunity faces meaningful safety and adoption uncertainty, including concerns that improved mobility in fragile SMA patients could increase falls and fractures, while some insurers may not view Isembyld favorably versus SMN modifiers since it does not preserve motor neurons. The company also faces payer duration risk, potential European regulatory downside, and exposure to pricing reform, even though management expects about $310K in annual net revenue per typical patient versus roughly $454K in gross WAC, implying heavy rebates and reimbursement pressure. Despite approval, the business remains early-stage and capital intensive, with clinical failure, competitive threats, and possible need for additional equity financing all limiting fundamental visibility.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.