MRNA Moderna, Inc.

BULLISH Impact: 1/10 ANALYST-UPGRADE
Processed 9d 13h ago SEC analyst-MRNA-hsbc-20241118
8 firms acted on MRNA: Jefferies, Citigroup, Barclays, Argus Research, HSBC, Wolfe Research, Deutsche Bank, RBC Capital
Final — all horizons settled through T+60d ⚠ clustered
MRNA ▼ -16.58% at T+60d
LONG 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

8 firms acted on MRNA: Jefferies, Citigroup, Barclays, Argus Research, HSBC, Wolfe Research, Deutsche Bank, RBC Capital

Impact Score

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

Consensus & Targets

Buy / Strong Buy
9 (30%)
Hold
18
Sell / Strong Sell
3
Total Analysts
20
Mean PT
$43.20
Median PT
$45.00
High PT
$69.00
Low PT
$21.00
Current Price
$47.19
Implied Upside
-8.5%

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-04 UBS maintain Neutral
2026-05-04 Goldman Sachs maintain Neutral $49.00
2026-05-04 Evercore ISI Group maintain In-Line $50.00
2026-05-04 RBC Capital maintain Sector Perform $38.00
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

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

Earnings Estimates

Next earnings: Jul 30, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $-2.09 $-2.52 — $-1.80 $101.8M ↑7 ↓0
+1y $-4.72 $-6.68 — $-0.08 $2.5B ↑0 ↓0
+1q $-1.13 $-1.78 — $-0.33 $913.1M ↑1 ↓0
0y $-8.65 $-9.48 — $-7.52 $2.1B ↑0 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 3 sells
Institutional
FMR LLC — doubled (127.9%)
Institutional
BANK OF AMERICA CORP /DE/ — trim (-39.1%)
Institutional
NORGES BANK — new
Short Interest
Short: 1,239,654 | Exempt: 2,077 | TRF Vol: 2,016,332 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)

Documents Analyzed

Report based on filing metadata.

9 reports for MRNA
Performance horizon

Track record builds as more directional reports settle.

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

US Market Status

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