Septerna (SEPN) price target increased by 34.39% to 46.41
This article reports that Septerna's (SEPN) price target has been increased by 34.39% to 46.41. The specific reasons or analyst behind this change are not provided in this brief update.
Septerna, Inc. (NASDAQ:SEPN) Receives Average Recommendation of "Moderate Buy" from Analysts
Septerna, Inc. (NASDAQ:SEPN) has received a "Moderate Buy" consensus rating from nine analysts, with an average 12-month price target of $43.14. Despite missing Q4 EPS estimates by $0.01 with ($0.24), the company's revenue of $24.12 million beat expectations, though it reported a negative net margin. Recent insider selling has occurred, with Samira Shaikhly and COO Elizabeth Bhatt reducing their stakes.
Septerna tops Q4 loss expectations as collaboration revenue lifts results
Septerna exceeded Q4 loss expectations due to increased collaboration revenue. The company's financial performance was bolstered by strategic partnerships, despite reporting a net loss. This indicates a focus on leveraging external funding and expertise to advance its objectives.
Septerna (NASDAQ:SEPN) Given New $38.00 Price Target at JPMorgan Chase & Co.
JPMorgan Chase & Co. raised its price target for Septerna (NASDAQ:SEPN) from $34.00 to $38.00, maintaining an "overweight" rating and suggesting a potential upside of 62.89%. The company has a consensus "Moderate Buy" rating among analysts with an average target price of $43.14, despite slightly missing EPS expectations and having a negative net margin. Recent insider sales have also been noted, with Samira Shaikhly and Elizabeth Bhatt selling significant shares.
Septerna price target raised to $38 from $34 at JPMorgan
JPMorgan has increased its price target for Septerna (SEPN) to $38 from $34, maintaining an Overweight rating on the shares. This adjustment follows the company's Q4 report, prompting an update to JPMorgan's financial model for Septerna. Another firm, Truist, also recently raised Septerna's price target to $35 from $34.
Should Septerna’s New ATM and Shelf Offering Strategy Require Action From Septerna (SEPN) Investors?
Septerna, Inc. recently reported full-year 2025 results and filed for a US$150 million at-the-market equity offering and an omnibus shelf registration, providing financial flexibility but also raising dilution concerns for investors. While the company's GPCR platform and partnered pipeline, including a Phase 1 success for SEP-631, offer long-term potential, the immediate risk of dilution from frequent equity issuance on a rich sales multiple is a key factor. Investors should carefully consider these financing strategies and their potential impact on share valuation and long-term stake.
Should Septerna’s New ATM and Shelf Offering Strategy Require Action From Septerna (SEPN) Investors?
Septerna, Inc. recently reported full-year 2025 results showing meaningful revenue but a significant net loss, while also filing for a US$150 million at-the-market equity offering and an omnibus shelf registration. This strategy provides funding flexibility but raises concerns about potential share dilution, given the company is still loss-making and its stock trades at a rich sales multiple. Investors need to weigh the potential for future clinical and partnership milestones against the risk of dilution and market overvaluation.
Septerna (SEPN) Expected to Announce Earnings on Thursday
Septerna (NASDAQ: SEPN) is expected to announce its Q4 2025 earnings before market open on Thursday, March 26th, with analysts forecasting an EPS of ($0.23) and revenue of $15.56 million. The company previously missed EPS estimates but beat revenue expectations in its most recent report, while maintaining negative net margin and return on equity. Despite recent insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $44.00.
Septerna (SEPN) Is Down 13.5% After Launching US$150 Million ATM Equity Program and Filing Shelves
Septerna's stock (SEPN) fell 13.5% after it launched a US$150 million At-The-Market (ATM) equity program and filed shelf registrations for various securities. This move, alongside the company's full-year 2025 results showing increased sales and narrowed net losses, introduces dilution risk for investors. The market is re-evaluating near-term expectations for the still-unprofitable biotech, with catalysts including clinical readouts, partnering activities, and the rate at which the ATM is utilized.
Septerna (SEPN) Is Down 13.5% After Launching US$150 Million ATM Equity Program and Filing Shelves
Septerna, Inc. (SEPN) experienced a 13.5% stock drop after announcing a US$150 million at-the-market (ATM) equity offering and filing an omnibus shelf registration. The company also reported full-year 2025 results, with increased sales and a narrowed net loss. This move raises concerns about potential dilution and its impact on the company's capital structure and investment narrative, especially given that estimates for its fair value vary widely among analysts.
Checkpoint Capital L.P. Trims Stock Position in Septerna, Inc. $SEPN
Checkpoint Capital L.P. significantly reduced its stake in Septerna, Inc. by 51.7% in Q3, selling over 300,000 shares. This move places Septerna as the hedge fund's seventh-largest holding, despite continued mixed analyst sentiment and the company missing Q1 EPS estimates while exceeding revenue expectations. Other institutional investors showed varied activity, with some increasing and others decreasing their positions in Septerna.
HC Wainwright Has Negative Outlook for Septerna Q1 Earnings
HC Wainwright significantly lowered its Q1 2026 EPS forecast for Septerna to ($0.46) from ($0.25), also projecting increased full-year losses for 2026 and 2027, while maintaining a "Buy" rating and a $40 price target. This revision follows Septerna missing consensus EPS estimates in its last quarterly report, despite beating revenue expectations. The article also notes significant insider selling contrasted with institutional buying, and outlines varying analyst ratings for the company.
Septerna mast cell pill sharply curbs wheals in Phase 1
Septerna reported Q4 and full-year 2025 financial results, highlighting positive Phase 1 data for SEP-631 in healthy volunteers and completing IND-enabling studies for SEP-479. The company's cash position of $548.7 million is expected to fund operations at least into 2029, bolstered by a $195 million upfront payment from Novo Nordisk. SEP-631 showed strong suppression of wheal formation, with a Phase 2b trial in chronic spontaneous urticaria planned for the second half of 2026.
Analysts Conflicted on These Technology Names: Fortinet (FTNT), Septerna, Inc. (SEPN) and Oracle (ORCL)
Analysts have provided varied ratings for several technology companies. Fortinet (FTNT) received a "Hold" rating from UBS and BTIG, with a consensus price target indicating a small upside. Septerna, Inc. (SEPN) was given a "Buy" rating by H.C. Wainwright and upgraded to "Buy" by TipRanks – DeepSeek, showing a significant upside potential. Oracle (ORCL) maintained a "Buy" rating from TD Cowen and Oppenheimer, with a strong buy consensus and substantial upside.
Septerna (NASDAQ: SEPN) starts $150M ATM equity program to sell shares
Septerna, Inc. (NASDAQ: SEPN) has initiated an At-The-Market (ATM) equity program, registering up to $150 million of common stock for sale. The company plans to sell shares periodically through a sales agreement with BofA Securities, Inc., dated March 10, 2026. This offering provides Septerna with flexible capital to fund research and development, clinical development of product candidates, and other general corporate purposes.
Septerna (SEPN) Q4 Loss Despite Revenue Surge Reinforces Bearish Profitability Narrative
Septerna (SEPN) reported a Q4 FY 2025 loss of US$0.24 basic EPS and US$10.7 million net income, despite a significant revenue surge to US$24.1 million. The company's trailing twelve-month revenue reached US$46.0 million with a net loss of US$48.9 million. This performance reinforces a bearish view focused on ongoing unprofitability and a high price-to-sales ratio against a modest growth outlook.
Septerna (SEPN) Reports Narrower Q4 Loss of $0.24/Share as Revenue Climbs to $24.1M
Septerna Inc (SEPN) reported a wider-than-expected Q4 2025 loss of $0.24 per share, totaling $10.7 million, exceeding analyst estimates of a $0.22 loss per share. Despite this, the biotechnology company saw a significant increase in revenue, climbing to $24.1 million for the quarter, up 12.2% from Q3 2025 and a dramatic shift from minimal revenues earlier in fiscal 2025. Investors are now watching if Septerna can maintain this revenue growth and simultaneously reduce its operating losses in future quarters.
Septerna (SEPN) Q4 Loss Despite Revenue Surge Reinforces Bearish Profitability Narrative
Septerna (SEPN) reported a Q4 FY 2025 revenue of US$24.1 million, but a basic EPS loss of US$0.24, with trailing twelve-month revenue at US$46.0 million and an EPS loss of US$1.10. Despite a significant revenue increase from Q4 FY 2024, the company remains unprofitable, recording a net loss of US$48.9 million over the last twelve months. While Q3 FY 2025 showed a profit, the sustained losses and a high P/S ratio of 27.4x against a modest 3.7% revenue growth forecast raise concerns about its valuation and future profitability.
Wells Fargo Reaffirms Their Buy Rating on Septerna, Inc. (SEPN)
Wells Fargo analyst Derek Archila reiterated a Buy rating on Septerna, Inc. (SEPN) with a price target of $48.00. This reaffirmation follows Septerna's recent earnings report, which showed significant revenue growth and a return to net profit, contrasting with a loss in the previous year. The broader analyst consensus for Septerna is a Strong Buy with an average price target of $42.25.
Cantor Fitzgerald Maintains Overweight on Septerna, Inc. (SEPN) March 2026
Cantor Fitzgerald has reaffirmed its Overweight rating on Septerna, Inc. (SEPN) on March 10, 2026, indicating an expectation for the stock to outperform its peers over the next 12 months. While no new price target was issued by Cantor Fitzgerald, Truist Securities recently raised its price target for SEPN to $35 from $34, maintaining a Buy rating. Meyka AI currently rates Septerna (SEPN) with a B+ grade, reflecting positive sentiment based on various financial metrics and analyst consensus, despite a recent session decline of 2.71%.
Septerna, Inc. (SEPN) reports Q4 loss, tops revenue estimates
This article reports that Septerna, Inc. (SEPN) announced better-than-expected revenue for its fourth quarter. Despite this, the company still posted a loss for the quarter.
Septerna (SEPN) Reports Narrower Q4 Loss of $0.24/Share as Revenue Climbs to $24.1M
Septerna Inc (SEPN) reported a narrower Q4 2025 loss of $0.24 per share, slightly wider than the expected $0.22 per share, with revenue climbing to $24.1 million. This marks a significant increase from earlier in fiscal 2025, when revenue figures were substantially lower. Investors will be watching if this revenue momentum is sustainable and if the company can continue to narrow its operating losses in future quarters.
Assessing Septerna (SEPN) Valuation After Earnings Progress And Positive SEP-631 Phase 1 Results
The article evaluates Septerna's (SEPN) valuation following its Q4 and full-year 2025 results and positive Phase 1 data for SEP-631. Despite a significant one-year share price increase, the company's P/B ratio of 3.3x positions it as expensive compared to the broader US pharmaceutical industry but cheaper than a closer peer group. The analysis suggests that while the market values Septerna's equity above the sector's typical balance sheet multiple, it still represents a loss-making business with a premium P/B that could be sensitive to market sentiment.
Septerna, Inc. (SEPN) Reports Q4 Loss, Tops Revenue Estimates
Septerna, Inc. (SEPN) reported a Q4 loss of $0.24 per share, slightly missing the Zacks Consensus Estimate of a $0.23 loss, but significantly improved from a $0.64 loss a year ago. The company surpassed revenue expectations with $24.12 million for the quarter, largely exceeding the Zacks Consensus Estimate of $17.98% and year-ago revenues of $0.21 million. Despite current mixed estimate revisions, Septerna holds a Zacks Rank #3 (Hold), suggesting it is expected to perform in line with the market.
Earnings Breakdown: Septerna Q4
Septerna (NASDAQ: SEPN) released its Q4 earnings report, missing estimated earnings by -9.09% with an EPS of $-0.24 against an estimate of $-0.22. However, revenue increased by $23.91 million compared to the same period last year. In the previous quarter, the company surpassed EPS estimates, leading to a 6.3% share price increase the following day.
Biotech firm Septerna beats Q4 revenue expectations, net loss narrows
Biotech firm Septerna has exceeded its Q4 revenue expectations and managed to narrow its net loss for the quarter. This positive financial performance was reported by Reuters and indicates a stronger-than-anticipated period for the company.
Earnings Flash (SEPN) Septerna, Inc. Reports Q4 Revenue $24.1M, vs. FactSet Est of $18.2M
Septerna, Inc. (SEPN) reported its Q4 revenue at $24.1 million, surpassing FactSet's estimate of $18.2 million. The company also announced a Q4 loss of $-0.24 per share, which was in line with FactSet's estimates. These financial results were for the fourth quarter and full year ended December 31, 2025.
SEPN SEC Filings - Septerna, Inc. 10-K, 10-Q, 8-K Forms
This page provides access to Septerna, Inc. (Nasdaq: SEPN) SEC filings, including 10-K, 10-Q, and 8-K reports. It details the company's operations as a clinical-stage biotechnology company and covers financial results, collaboration agreements, leadership appointments, and governance. Recent filings highlight several insider stock option grants and the Q2 2025 financial results, including a net loss, increased R&D spend, and a significant upfront payment from a collaboration with Novo Nordisk.
How Investors May Respond To Septerna (SEPN) Advancing SEP-631 Into Phase 2b Urticaria Trials
Septerna, Inc. has announced positive Phase 1 results for SEP-631, an oral treatment for chronic urticaria, and is advancing it to Phase 2b trials. This move strengthens the investment narrative for Septerna by providing a tangible clinical catalyst, though the company remains unprofitable and faces increased spending and execution risks. Investors are advised to consider the ongoing valuation disparity and the impact of future trial costs and timelines.
Septerna (SEPN) CPO exercises options, then sells 70,453 shares
Septerna, Inc.'s Chief People Officer, Samira Shaikhly, exercised stock options on March 2, 2026, converting 70,453 shares into common stock at exercise prices of $1.55 and $2.76 per share. Subsequently, she sold all 70,453 common shares in open-market transactions under a pre-arranged Rule 10b5-1 sales plan, with weighted-average prices around $27.50 and $28.14. After these transactions, Shaikhly directly holds 793 Septerna common shares.
How Investors May Respond To Septerna (SEPN) Advancing SEP-631 Into Phase 2b Urticaria Trials
Septerna, Inc. has announced positive Phase 1 results for SEP-631, an oral treatment demonstrating favorable tolerability and mechanism in humans, leading to its advancement into Phase 2b trials for chronic spontaneous urticaria. This development sharpens Septerna's investment narrative, offering a tangible clinical catalyst for the stock, though significant financial risks associated with further development remain. The company's valuation report also suggests its current price might be inflated, despite the recent positive news.
How Investors May Respond To Septerna (SEPN) Advancing SEP-631 Into Phase 2b Urticaria Trials
Septerna (SEPN) has reported positive Phase 1 results for SEP-631, an oral treatment for allergic skin conditions, leading to its advancement into Phase 2b trials for chronic spontaneous urticaria. This development sharpens Septerna's investment narrative, providing a tangible clinical catalyst despite the company remaining unprofitable with expected increased spending. Investors are advised to consider the potential upsides and downsides, including future trial costs and varying analyst valuations.
Positive SEP-631 trial data drives Phase 2 plan at Septerna (NASDAQ: SEPN)
Septerna, Inc. reported positive Phase 1 results for SEP-631, an oral negative allosteric modulator of MRGPRX2 being developed for mast cell-driven diseases. The drug demonstrated good tolerability, dose-proportional pharmacokinetics with once-daily dosing, and robust, dose-dependent suppression of wheal formation in an icatibant-induced skin wheal test, confirming its clinical proof-of-mechanism. Based on these findings, Septerna plans to initiate a randomized, double-blind, placebo-controlled Phase 2b trial for chronic spontaneous urticaria in the second half of 2026, and also explore other mast cell-driven indications like atopic dermatitis, interstitial cystitis, migraine, and asthma.
Insider Selling: Septerna (NASDAQ:SEPN) Insider Sells 70,453 Shares of Stock
Septerna insider Samira Shaikhly sold 70,453 shares of the company's stock on March 2, 2026, for approximately $1.98 million, reducing her position by almost 99%. Despite this insider selling, analysts maintain a "Moderate Buy" consensus rating for Septerna with an average price target of $38.00. The company's stock traded up 2.5% to $28.83 following the announcement.
Wells Fargo & Company Increases Septerna (NASDAQ:SEPN) Price Target to $48.00
Wells Fargo & Company has raised its price target for Septerna (NASDAQ:SEPN) from $28.00 to $48.00, maintaining an "overweight" rating. This new target implies a potential upside of 71.94% from the stock's current trading price. Other analysts also hold favorable ratings, contributing to a consensus "Moderate Buy" with an average target of $38.00 for the clinical-stage biotechnology company.
A Look At Septerna (SEPN) Valuation After Recent Share Price Momentum And GPCR Pipeline Reassessment
Septerna (SEPN) has seen significant share price momentum with recent returns of 24% in one month and 10.9% in three months. The article examines Septerna's valuation using a Price-to-Book ratio of 3.3x, finding it expensive compared to the US Pharmaceuticals industry average but cheaper than its closest peers. Despite being loss-making, the market appears to be pricing in future revenue growth, although regulatory uncertainties and ongoing losses remain concerns.
Analysts Offer Insights on Technology Companies: Septerna, Inc. (SEPN), Payoneer (PAYO) and Porch Group (PRCH)
Three analysts recently provided bullish sentiments on Septerna, Inc. (SEPN), Payoneer (PAYO), and Porch Group (PRCH). Asthika Goonewardene from Truist Financial maintained a Buy rating on Septerna with a consensus price target of $38.67. Goldman Sachs' Will Nance maintained a Buy rating on Payoneer with a price target of $6.50, and KBW analyst Ryan Tomasello reiterated a Buy rating on Porch Group with a price target of $12.00.
SEPN: SEP-631 advances to phase II in CSU after robust phase I results; SEP-479 enters clinical trials
Septerna, Inc. (SEPN) is advancing its drug candidates, with SEP-631 moving to a Phase II trial for Chronic Spontaneous Urticaria (CSU) later this year, following promising Phase I safety and efficacy results. Additionally, SEP-479, an oral PTH agonist, is entering clinical trials after demonstrating strong preclinical performance. The company is also progressing chronic toxicology studies and exploring new indications for its pipeline.
A Look At Septerna (SEPN) Valuation After Recent Share Price Momentum And GPCR Pipeline Reassessment
Septerna (SEPN) has seen significant share price momentum, with a 24% return over the last month and over 10% in the past three months. The company's Price-to-Book (P/B) ratio of 3.3x is higher than the US Pharmaceuticals industry average but lower than its closest peers, suggesting varying market perceptions of its valuation. Despite analyst optimism driven by its GPCR platform and revenue growth forecast, Septerna remains loss-making, raising questions about whether its current valuation is justified given clinical and regulatory uncertainties.
[144] Septerna, Inc. SEC Filing
This article reports on a Form 144 SEC filing by Septerna, Inc. (SEPN) detailing a proposed sale of securities. The filing indicates a sale of 76,388 shares of common stock with an aggregate market value of $2,216,779.76. The shares were acquired through the exercise of stock options on March 2, 2026, and are to be sold on NASDAQ.
Septerna reports positive Phase 1 SEP-631 data; plans Phase 2b CSU study in 2H 2026
Septerna announced positive Phase 1 results for SEP-631, demonstrating robust target engagement and tolerability, with an adverse event profile similar to placebo. The company plans to initiate a Phase 2b chronic spontaneous urticaria (CSU) study in the second half of 2026, building on the Phase 1 data which supports once-daily oral dosing and strong dose-dependent suppression of skin wheals. Septerna also intends to explore SEP-631 for other mast cell-driven diseases.
Septerna’s SEP-631 shows positive Phase 1 trial results
Septerna, Inc. announced positive results from a Phase 1 clinical trial of SEP-631, an oral negative allosteric modulator for Mas-related G protein-coupled receptor X2 (MRGPRX2). The trial demonstrated dose-dependent inhibition of icatibant-induced skin wheal formation, good tolerability, and a favorable half-life. The company plans to initiate a Phase 2b trial in chronic spontaneous urticaria (CSU) in late 2026 and is evaluating its application for other mast cell-driven diseases.
Septerna Says SEP-631 Well-Tolerated With Adverse Event Profile Comparable To Placebo
Septerna has announced that its drug candidate, SEP-631, demonstrated a well-tolerated safety profile in trials. The adverse event profile of SEP-631 was found to be comparable to that of a placebo, indicating a favorable safety margin for the experimental treatment.
Septerna pill blocked induced skin wheals at low doses in Phase 1 test
Septerna reported positive Phase 1 data for SEP-631, an oral MRGPRX2 NAM, demonstrating complete inhibition of icatibant-induced skin wheals at doses as low as 10 mg once-daily. The drug was well-tolerated with a 24-hour half-life, supporting once-daily oral dosing. Septerna plans to advance SEP-631 into Phase 2 development for chronic spontaneous urticaria (CSU) in the second half of 2026, following the completion of long-term toxicology studies, and will consider additional mast cell-driven indications.
Septerna Announces Positive Phase 1 Data for SEP-631, an Oral MRGPRX2 NAM for the Treatment of Mast Cell-Driven Diseases, and Outlines Initial Phase 2 Development Strategy
Septerna, Inc. announced positive Phase 1 results for SEP-631, an oral MRGPRX2 NAM, demonstrating robust, dose-dependent inhibition of icatibant-induced skin wheal formation and a favorable safety and pharmacokinetic profile. The company plans to advance SEP-631 into Phase 2 development for chronic spontaneous urticaria (CSU) in the second half of 2026 and is exploring other mast cell-driven indications like atopic dermatitis, interstitial cystitis, migraine, and asthma. A conference call and webcast will be held on March 2, 2026, to discuss these findings.
Why Septerna (SEPN) Is Up 6.4% After Surging GPCR Pipeline-Driven Revenue Growth - And What's Next
Septerna, Inc. has recently experienced a 6.4% stock increase following very large revenue growth, driven by progress in its GPCR-based oral small molecule pipeline for various diseases. While this surge highlights the success of its partnering side and has fueled analyst enthusiasm, the company is not yet sustainably profitable, and its share price may be inflated compared to its estimated value. Investors are weighing the pipeline's promise against potential clinical setbacks and ongoing losses, with future clinical readouts and progress with Novo Nordisk serving as key catalysts.
Why Septerna (SEPN) Is Up 6.4% After Surging GPCR Pipeline-Driven Revenue Growth - And What's Next
Septerna, Inc. (SEPN) recently reported significant revenue growth driven by its GPCR-based oral small molecule pipeline in areas like hypoparathyroidism, chronic spontaneous urticaria, and Graves’ disease, leading to a 6.4% stock increase. This revenue surge, alongside an ongoing collaboration with Novo Nordisk, has reinforced analyst enthusiasm, though the company is not yet sustainably profitable and faces valuation and execution risks. Investors are weighing the promise of its GPCR platform against continued losses and clinical setbacks, with fair value estimates varying widely.
Septerna, Inc. (NASDAQ:SEPN) Given Consensus Recommendation of "Moderate Buy" by Analysts
Eight research firms have issued a "Moderate Buy" consensus rating for Septerna, Inc. (NASDAQ:SEPN), with an average 12-month price target of $33.83. Institutional investors like Goldman Sachs have significantly increased their stakes, demonstrating growing confidence in the company. Despite a COO stock sale, insiders still hold a notable percentage, and Septerna is trading near $29 with a $1.3 billion market cap.
Septerna to Present at TD Cowen 46th Annual Health Care Conference
Septerna, Inc. announced that its CEO and co-founder, Jeffrey Finer, M.D., Ph.D., will present at the TD Cowen 46th Annual Health Care Conference on March 3, 2026. The clinical-stage biotechnology company focuses on G protein-coupled receptor (GPCR) drug discovery using its proprietary Native Complex Platform®. Septerna is developing a diverse pipeline of novel oral small molecule drug candidates across various therapeutic areas.
[144] Septerna, Inc. SEC Filing
This article details a Form 144 SEC filing by Septerna, Inc. (SEPN) concerning the proposed sale of 8,000 shares of common stock with an aggregate market value of $242,400. The shares were acquired on February 18, 2026, through the exercise of stock options, and the sale is expected to occur on NASDAQ. The filing also includes a statement from the filer attesting to no material adverse information regarding the company's operations that has not been publicly disclosed.
