Stoke Therapeutics, Inc. (STOK)

In April 2025, Stoke Therapeutics was expected to beat Q1 earnings estimates. The company reported its Q2 2025 earnings on August 12, 2025, surpassing analyst expectations with an EPS of ($0.40) against an anticipated ($0.57) and revenue of $13.82 million, though this was below analyst expectations of $31.51 million. In July 2025, Jefferies Financial Group initiated coverage with a "buy" rating and a $30.00 price target. On August 13, 2025, Wedbush increased its price target from $16.00 to $22.00 with an "outperform" rating, and Chardan Capital reiterated a "buy" rating with a $24.00 price objective. BTIG lowered its price target to $28 from $29 on August 18, 2025, but maintained a "Buy" rating, following the release of 36-month data for Zorevunersen (STK-001) which showed deepening seizure reductions. Stoke Therapeutics and Biogen presented promising long-term data for Zorevunersen in Dravet Syndrome in July and October 2025, highlighting durable seizure reduction and improvements in cognition and behavior over a three-year period. Ian F. Smith was appointed as the permanent Chief Executive Officer in March 2025, with the announcement made in October 2025. The stock surged 11.7% on October 9, 2025, driven by growing investor confidence in Zorevunersen. Needham & Company LLC increased its price objective to $35.00 with a "buy" rating on October 10, 2025. BTIG Research further upped its target price from $28.00 to $39.00 with a "buy" rating on October 13, 2025. Stoke Therapeutics' stock reached new 52-week highs, trading as high as $27.56 on October 6, 2025, $28.03 on October 8, 2025, and $37.69 on October 17, 2025. The company experienced unusually high trading volume on October 8, 2025. On October 24, 2025, Stoke Therapeutics disclosed two-year findings from the FALCON natural history study, examining autosomal dominant optic atrophy disease progression. The company's valuation grade was adjusted in October 2025. Insider sales included Barry Ticho selling shares in September 2025 and General Counsel Jonathan Allan selling 14,922 shares in October 2025. Stoke Therapeutics is projected to release its Q3 2025 results before market open on November 4, 2025.

As a clinical-stage biotechnology company, Stoke Therapeutics, Inc. does not exhibit traditional product demand seasonality. Its revenue is primarily generated through collaboration agreements and milestone payments related to its drug development pipeline, rather than the seasonal sales of commercialized products. Therefore, there is no discernible demand seasonality for Stoke Therapeutics' products and services in the conventional sense.

Stoke Therapeutics, Inc. is a clinical-stage biotechnology company focused on developing RNA-based medicines using its TANGO platform to address severe genetic diseases by increasing protein expression, primarily targeting diseases of the central nervous system and the eye. Its major product candidates include Zorevunersen (STK-001) for Dravet syndrome, which is under a license and collaboration agreement with Biogen Inc., STK-002 for autosomal dominant optic atrophy (ADOA), and other discovery-stage programs.

Stoke Therapeutics is headquartered in Bedford, Massachusetts, USA, which serves as the central hub for its research and development, clinical operations, and corporate functions. The company's clinical development programs, such as those for Zorevunersen in Dravet syndrome, involve trial sites in multiple countries including the U.S., Canada, U.K., and Australia.

Stoke Therapeutics' brand reputation in the past year appears largely positive, primarily driven by progress in its clinical programs and positive analyst sentiment. The company has received a consensus "Strong Buy" rating from analysts, with a majority recommending a "Buy" or "Strong Buy." Key events contributing to its reputation include positive long-term data for Zorevunersen in Dravet syndrome, the FDA granting Breakthrough Therapy Designation to zorevunersen for Dravet syndrome in December 2024, agreement with global regulatory agencies on the design of its Phase 3 EMPEROR study for zorevunersen in January 2025, and the appointment of Ian F. Smith as permanent CEO in March 2025. Analysts have highlighted the company's innovative approach, robust research pipeline, and commitment to genetic health. The stock's significant increase over the past year and year-to-date also reflects positive market perception. One notable event that could be perceived negatively is a "sell (d+)" rating from Weiss Ratings, and while earnings surpassed expectations in Q2 2025, revenue fell short of estimates.

Stoke Therapeutics, Inc. has a significant number of institutional owners, with 303 institutional owners holding a total of 69,591,885 shares. Major institutional shareholders include Fmr Llc, BlackRock, Inc., Lynx1 Capital Management LP, Rtw Investments, Lp, Baker Bros. Advisors Lp, Redmile Group, LLC, Morgan Stanley, Skorpios Trust, Toronto Dominion Bank, Vanguard Group Inc, Assenagon Asset Management S.A., Goldman Sachs Group Inc., Corient Private Wealth LLC, Opaleye Management Inc., MPM Bioimpact LLC, and Engineers Gate Manager LP. Insider trading activity, such as sales by executives like Barry Ticho and Jonathan Allan, indicates individual holdings and changes in their positions.