Scholar Rock (NASDAQ:SRRK) Releases Quarterly Earnings Results, Beats Estimates By $0.04 EPS

Scholar Rock (NASDAQ:SRRK) posted its earnings results on Tuesday. The company reported ($0.81) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.85) by $0.04, FiscalAI reports. The firm had revenue of $0.57 million for the quarter, compared to analysts’ expectations of $0.30 million. During the same quarter in the prior year, the company posted ($0.90) earnings per share.

Here are the key takeaways from Scholar Rock’s conference call:

• ISEMBYLD’s U.S. launch showed broad early demand: enrollments came from across the country, included treatment-naive patients as well as children and adults, and reached more than one-third of the top 140 SMA treatment centers within six weeks.
• Access delays are likely to push many initial infusions into 2027. The company said prescription-to-infusion timelines can exceed 60–90 days as patients navigate prior authorization, payer policies, and hospital formularies; an ISEMBYLD-specific J-code is expected April 1, 2027.
• Global regulatory progress advanced: apitegromab’s European application was resubmitted and validated, with a CHMP opinion expected in the first half of 2027, while Japan accepted its application for priority review, supporting a potential launch near year-end 2027.
• The company strengthened its financial position with a $205 million agreement to sell its priority review voucher. Scholar Rock reported $413.6 million in cash, equivalents, and marketable securities at quarter-end and said it does not need an equity offering at this time.
• Pipeline programs continued to progress: dosing began in the phase II FORGE study of apitegromab in FSHD, enrollment is ongoing in the under-two OPAL study, and SRK-439 phase I dosing is progressing, with top-line data expected by year-end and an update planned for early 2027.

Scholar Rock Stock Down 4.8%

SRRK traded down $2.23 during midday trading on Thursday, reaching $44.38. The company’s stock had a trading volume of 100,091 shares, compared to its average volume of 1,458,204. The firm has a market capitalization of $5.40 billion, a price-to-earnings ratio of -13.18 and a beta of 0.78. The company has a current ratio of 7.02, a quick ratio of 7.02 and a debt-to-equity ratio of 0.77. Scholar Rock has a 1 year low of $29.35 and a 1 year high of $61.76. The stock’s 50-day moving average is $46.64 and its 200-day moving average is $48.23.

Trending Headlines about Scholar Rock

Investors following SRRK have been watching these headlines:

• Positive Sentiment: HC Wainwright slightly improved its Q4 2026 and FY2026 EPS estimates, to losses of $0.75 and $3.23 per share, respectively, and maintained its Buy rating and $70 price target. Analyst insights
• Negative Sentiment: Wolfe Research cut its rating on Scholar Rock from “Outperform” to “Peer Perform,” removing a bullish endorsement and potentially pressuring the shares. Wolfe Research ratings
• Negative Sentiment: HC Wainwright lowered its EPS projections for FY2027–FY2030, including cuts to FY2029 from a projected profit of $0.47 per share to a loss of $0.12, and FY2030 from $1.44 to $1.00. The longer-term estimate reductions temper the more favorable near-term revisions. Analyst insights

Wall Street Analyst Weigh In

SRRK has been the subject of a number of recent analyst reports. Evercore reaffirmed an “outperform” rating and set a $72.00 price target on shares of Scholar Rock in a research report on Tuesday, September 15th. HC Wainwright raised their price target on Scholar Rock from $65.00 to $70.00 and gave the stock a “buy” rating in a research note on Tuesday, September 15th. Wolfe Research downgraded shares of Scholar Rock from an “outperform” rating to a “peer perform” rating in a research report on Thursday. Jefferies Financial Group upped their price objective on shares of Scholar Rock from $57.00 to $65.00 and gave the stock a “buy” rating in a report on Monday, September 14th. Finally, Citigroup raised their target price on shares of Scholar Rock from $60.00 to $74.00 and gave the stock a “buy” rating in a research report on Monday, September 14th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $67.67.

Insider Activity

In other Scholar Rock news, Director Srinivas Akkaraju bought 146,970 shares of the stock in a transaction dated Monday, October 26th. The stock was purchased at an average cost of $41.59 per share, for a total transaction of $6,112,482.30. Following the completion of the acquisition, the director owned 6,380,517 shares of the company’s stock, valued at approximately $265,365,702.03. This trade represents a 2.36% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 10.30% of the company’s stock.

Scholar Rock Company Profile

Scholar Rock is a biopharmaceutical company based in Cambridge, Massachusetts, that develops medicines targeting growth factors and signaling proteins involved in disease. Its research has focused on the transforming growth factor beta (TGF-β) superfamily, which plays roles in processes including muscle development and immune regulation. The company’s lead program has been apitegromab, a selective inhibitor of myostatin developed for spinal muscular atrophy (SMA). Scholar Rock has studied the medicine as a potential treatment alongside existing SMA therapies, with the goal of improving patients’ motor function.