| MRNA |
Report |
2Q26 total revenue |
MISS |
pred ~$88M vs. cons $104M |
MEDIUM |
| MRNA |
Report |
2Q26 GAAP EPS |
IN-LINE |
pred ~($2.06) vs. cons ($2.03) |
MEDIUM |
| MRNA |
Report |
Quarter-end cash, cash equivalents and investments |
IN-LINE |
pred ~$6.8B vs. cons $6.8B |
LOW |
| MRNA |
Guide |
FY26 revenue outlook |
UNCHANGED |
guide ~$2.14B vs. cons $2.05B (FY26) |
MEDIUM |
| MRNA |
Guide |
FY26 year-end cash and investments |
UNCHANGED |
guide ~$4.75B vs. cons $4.75B (FY26) |
MEDIUM |
| MRNA |
Guide |
FY26 adjusted cash-cost outlook |
UNCHANGED |
guide ~$4.2B vs. cons $4.2B (FY26) |
MEDIUM |
| MRNA |
Guide |
Late-2026 pivotal-readout timing |
UNCHANGED |
guide ~3 pivotal programs with 2026 data vs. cons 3 programs (2H26) |
MEDIUM |
| MRNA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| MRNA |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
A ~$88M revenue result is below the ~$104M Street view and below the prior $50–100M quarterly range midpoint, while likely reaffirmed FY26 targets leave the implied 2H26 revenue burden high: implied 2H26 revenue ~$1.65B versus consensus ~$1.56B. That combination should pull near-term revenue and cash-flow estimates lower despite an approximately in-line EPS result. |
MEDIUM |