STOK
Stoke TherapeuticsDNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-07-21
Current thesis
The strongest post-earnings read is that management combined new 4-year OLE cognition/behavior and seizure durability data with an EMPEROR enrollment-completion target for June 2026, while ending Q1 with $411.0 million of cash expected to fund operations into 2028. That keeps the lead-asset path intact and preserves optionality to the mid-2027 readout and planned NDA start.
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +3.1.
What can break
EMPEROR is still the central value driver, and Phase 3 efficacy/readout risk remains unresolved until mid-2027 despite June 2026 enrollment completion guidance. [#8-K-2026-05-07]
Momentum
17
Value
49
Sentiment
67
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $35.00 · Bull $46.00 · Bear $24.00
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-21
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $46.90
Why
Momentum17 · Δ7d -22.8
Value49 · Δ7d +0.1
Sentiment67 · Δ7d +3.1
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
17
26% active weight
Current posture
7d trendSoftening
Δ7d
-22.8
Δ21d
-3.5
Value
49
39% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
-0.1
Sentiment
67
34% active weight
Current posture
7d trendImproving
Δ7d
+3.1
Δ21d
+13.3
Why this grade
Composite grade D. Momentum 16.7 / Value 49.3 / Sentiment 66.7
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$1.72B
Beta
1.10
Shares Out
62.28M
P/E (TTM)
49.3
P/S (TTM)
9.04
P/FCF (TTM)
35.50
Rev YoY
-96.1%
EPS YoY
-141.7%
Gross Margin
+87.1%
Op Margin
+13.2%
Net Debt
-$281.02M
Current Ratio
8.99
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology