| MRNA |
Report |
Q2 2026 revenue |
BEAT |
pred ~$108M vs. cons $103.07M |
MEDIUM |
| MRNA |
Report |
Q2 2026 GAAP EPS |
BEAT |
pred ~$(1.92) vs. cons $(2.03) |
MEDIUM |
| MRNA |
Report |
Q2 2026 cash and investments |
IN-LINE |
pred ~$6.82B vs. cons $6.85B |
LOW |
| MRNA |
Guide |
Total revenue |
BETTER |
guide ~$2.14B vs. cons $2.09B (FY2026) |
MEDIUM |
| MRNA |
Guide |
Year-end cash and investments |
UNCHANGED |
guide midpoint ~$4.75B vs. cons $4.75B (FY2026) |
MEDIUM |
| MRNA |
Guide |
R&D expense |
UNCHANGED |
guide ~$3.00B vs. cons $3.00B (FY2026) |
MEDIUM |
| MRNA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| MRNA |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
FY2026 revenue guide of ~$2.14B versus ~$2.09B consensus and preserved cash guidance should limit estimate cuts; an on-time August 5 flu-vaccine decision can lift 2027 estimates, extending the residual from ~+2.8% on day 1 to ~+6.5% by day 5. |
LOW |