MRNA Moderna, Inc.

NEUTRAL Impact: 1/10 ANALYST-UPGRADE
Processed 1mo ago SEC analyst-MRNA-hsbc-20241118
9 firms acted on MRNA: Jefferies, Citigroup, Barclays, Argus Research, HSBC, Wolfe Research, Deutsche Bank, RBC Capital, Evercore ISI Group
Final — all horizons settled through T+60d
MRNA ▼ -16.58% at T+60d
NEUTRAL call ✗ call lost -16.58% · α vs SPY -20.32% · entry $39.50 → $32.95
Last close $47.60 (close Jun 8) · +20.50% from $39.50 entry
Entry anchored
Nov 18, 09:10 AM ET
via Databento tick
T+1d
-5.67%
call -5.67% · α -6.04%
$37.26
settled 19mo ago
T+5d
+10.48%
call +10.48% · α +8.89%
$43.64
settled 19mo ago
T+20d
+3.11%
call +3.11% · α +0.37%
$40.73
settled 18mo ago
T+60d
-16.58%
call -16.58% · α -20.32%
$32.95
settled 16mo ago

Price Chart

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Executive Summary

HSBC upgraded Moderna (MRNA) from Hold to Buy on November 18, 2024, setting a $58 price target (+26% from current $45.94). This upgrade is part of a 9-firm cluster action, though most other firms in the cluster maintained or reiterated cautious stances. HSBC has a 55% accuracy rate on 263 calls with a 5.5% average return, placing it near the middle of the pack. Consensus is overwhelmingly bearish: 21 Holds, 3 Buys, 3 Sells, and 3 Strong Sells out of 30 analysts. The mean price target is $41.42, implying 10% downside from current levels, making HSBC's $58 target well above consensus. EPS revisions have been trending lower over the past 30 days, with 4 downgrades vs 2 upgrades for the +1y period. Insider and congressional trades show no recent activity, but institutional moves are mixed: FMR LLC doubled its position (+127.9%) while also trimming another (-37.4%), and Bank of America trimmed 39.1%. Short interest is elevated at 60.3% of off-exchange volume, suggesting heavy bearish positioning. The next earnings are due July 30, 2026, so no near-term catalyst. Despite the contrarian upgrade, the firm's middling accuracy and the overwhelming bearish consensus limit the signal's impact. Bottom line: a bullish outlier in a sea of caution, but not enough to shift the narrative alone.

Impact Score

Base Score
1/7
LLM Adjustment
+0
Final Score
1/10

Consensus & Targets

Buy / Strong Buy
3 (10%)
Hold
21
Sell / Strong Sell
6
Total Analysts
19
Mean PT
$41.42
Median PT
$41.00
High PT
$69.00
Low PT
$21.00
Current Price
$45.94
Implied Upside
-9.8%

Out of 30 analysts covering MRNA: 0 Strong Buy, 3 Buy, 21 Hold, 3 Sell, 3 Strong Sell. That's 10% Buy, 70% Hold, 20% Sell/Strong Sell. The consensus is heavily tilted toward neutral-to-bearish, with no strong bullish conviction.

Current price: $45.94. Mean target: $41.42 (implied -10% downside). Median: $41. High: $69 (Piper Sandler). Low: $21. HSBC's $58 target is 40% above the mean and 41% above the median, making it one of the most bullish on the Street. Only Piper Sandler's $69 is higher.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-02 Barclays maintain Equal-Weight $48.00
2026-02-23 Piper Sandler maintain Overweight $69.00
2026-02-17 Goldman Sachs maintain Neutral $41.00
2026-02-17 RBC Capital maintain Sector Perform $30.00
2026-02-17 Evercore ISI Group maintain In-Line $35.00
2025-12-12 Morgan Stanley maintain Equal-Weight $28.00
2025-12-12 Jefferies initiate Hold $30.00
2025-11-21 Piper Sandler reiterate Overweight $63.00
2025-11-21 RBC Capital maintain Sector Perform $25.00
2025-11-21 Leerink Partners maintain Underperform $18.00

30-day analyst activity shows 0 upgrades and 0 downgrades. EPS revisions over the past 30 days are negative: for the +1y period, 2 revisions up vs 4 down, and EPS estimates have declined from -4.55 to -4.68. The trend is clearly lower for earnings expectations.

Firm Track Record — HSBC

HSBC accuracy: 55% on 263 calls | avg return: 5.5%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 13 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Jefferies 100% 2/2 42.6% top tier
Morgan Stanley 75% 3/4 26.9% top tier
B of A Securities 67% 2/3 10% top tier
Leerink Partners 50% 1/2 48.9% below average
Citigroup 50% 1/2 31.7% below average
JP Morgan 50% 3/6 -7.9% below average
RBC Capital 38% 3/8 -7.9% below average
Needham 38% 3/8 -14.3% below average
Barclays 33% 2/6 -7.5% below average
Piper Sandler 25% 1/4 4.5% below average

HSBC has a 55% accuracy rate on 263 calls with a 5.5% average return. This is slightly above the average of firms covering MRNA. The best performing firm is Jefferies (100% on 2 calls, +42.6% avg return), while the worst is Oppenheimer (0% on 2 calls, -41.8% avg return). HSBC's track record is decent but not top-tier.

Earnings Estimates

Next earnings: Jul 30, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
+1q $-2.19 $-2.44 — $-1.98 $135.3M ↑0 ↓0
+1y $-4.68 $-6.16 — $-0.10 $2.5B ↑0 ↓0
0q $-3.88 $-4.65 — $-1.86 $236.4M ↑0 ↓0
0y $-8.25 $-9.74 — $-6.28 $2.1B ↑1 ↓0

Cross-Platform Signals

Institutional
FMR LLC — doubled (127.9%)
Institutional
BANK OF AMERICA CORP /DE/ — trim (-39.1%)
Institutional
NORGES BANK — new
Short Interest
Short: 1,318,075 | Exempt: 1,000 | TRF Vol: 2,186,242 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)

Insider trades: none reported. Congressional trades: none. Institutional changes are mixed: FMR LLC doubled its position (+127.9%) but also trimmed another (-37.4%), suggesting rotation rather than conviction. Bank of America trimmed 39.1%. Norges Bank and Renaissance Technologies initiated new positions. Short interest is 60.3% of off-exchange volume, indicating heavy bearish positioning. This divergence — short interest high, institutional moves mixed — does not strongly support the upgrade.

Actionable Insight

HSBC's upgrade is a contrarian call against a deeply bearish consensus, but the firm's middling accuracy and negative EPS revision trend limit its significance. Traders should treat this as a potential floor for the stock, not a catalyst for a breakout, and wait for stronger convergence from other signals.

Documents Analyzed

Report based on filing metadata.

9 reports for MRNA
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +14.15%Mar 5, 2026
Filters
Rows
Reports for MRNA — sortable, filterable
Type Now
May 31, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$39.50 $43.64▲ +10.48%▲ +8.89%$47.60 (+20.50%)
May 22, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
$46.99 $45.60▼ −2.96%▼ −4.17%$47.60 (+1.30%)
May 21, 2026
19d ago
144
NEUTRAL ★ 2/10
$47.19 $47.05▼ −0.30%▼ −2.15%$47.60 (+0.87%)
May 8, 2026
4w ago
144
NEUTRAL ★ 2/10
$54.31 $50.03▼ −7.88%▼ −9.35%$47.60 (−12.36%)
May 1, 2026
5w ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
$39.50 $43.64▲ +10.48%▲ +8.89%$47.60 (+20.50%)
Mar 30, 2026
10w ago
Court Ruling
NEUTRAL ★ 3/10
$48.16 $49.94▲ +3.70%▼ −0.60%$47.60 (−1.17%)
Mar 16, 2026
12w ago
DEFA14A
NEUTRAL ★ 3/10
$53.82 $51.28▼ −4.72%▼ −2.06%$47.60 (−11.56%)
Mar 5, 2026
13w ago
8-K
BEARISH ★ 8/10
$53.65 $53.20▲ +0.84%▼ −1.40%$47.60 (+11.28%)
Feb 28, 2026
14w ago
Institutional Cluster
BULLISH ★ 7/10
$52.82 $55.73▲ +5.51%▲ +6.72%$47.60 (−9.88%)
Showing 9 of 9

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