MRNA Earnings Predictions — 2026-07-31

Ticker Report or Guide KPI Prediction Answer Confidence
MRNA Report Q2 Revenue MISS pred ~$95M vs. cons $105.5M MEDIUM
MRNA Report Q2 Operating EPS MISS pred ~-$1.95 vs. cons -$1.89 MEDIUM
MRNA Report Q2 Operating Expenses BEAT pred ~$885M vs. cons $903.1M MEDIUM
MRNA Guide FY2026 Revenue UNCHANGED guide ~$2.0-2.1B vs. cons $2.088B MEDIUM
MRNA Guide FY2026 Cash Cost UNCHANGED guide ~$4.2B vs. cons UNVERIFIED LOW
MRNA Return Day-1 residual (stock − beta × S&P 500) -4.0% LOW
MRNA Return 5-day cumulative residual -8.0% (FOLLOW-THROUGH) FOLLOW-THROUGH — revenue miss leaves H2 carrying the FY LOW