Moderna Earnings: What To Look For From MRNA

Yahoo

2 days ago

Biotechnology company Moderna (NASDAQ:MRNA) will be reporting results this Friday before the bell. Here's what to expect.
Moderna missed analysts' revenue expectations by 8.4% last quarter, reporting revenues of $108 million, down 35.3% year on year. It was a softer quarter for the company, with full-year revenue guidance missing analysts' expectations significantly.
Is Moderna a buy or sell going into earnings? Read our full analysis here, it's free.
This quarter, analysts are expecting Moderna's revenue to decline 46.8% year on year to $128.3 million, a further deceleration from the 29.9% decrease it recorded in the same quarter last year. Adjusted loss is expected to come in at -$3.00 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Moderna has missed Wall Street's revenue estimates twice over the last two years.
Looking at Moderna's peers in the biotechnology segment, some have already reported their Q2 results, giving us a hint as to what we can expect. United Therapeutics delivered year-on-year revenue growth of 11.7%, missing analysts' expectations by 0.5%, and Incyte reported revenues up 16.5%, topping estimates by 5.5%. Incyte traded up 10.5% following the results.
Read our full analysis of United Therapeutics's results here and Incyte's results here.
The euphoria surrounding Trump's November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the biotechnology stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.9% on average over the last month. Moderna is up 12.2% during the same time and is heading into earnings with an average analyst price target of $47.68 (compared to the current share price of $32.20).
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