Solid Biosciences Inc. (SLDB) Stock Price & Analysis
Solid Biosciences Inc. (SLDB) closed at USD 6.39 on Thursday, October 29, 2026, down 1.39% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 6.48; the Oct 29, 2026 session ranged USD 6.27–6.64 on volume of 951,457 shares. Market capitalization is $685.17M, with a 52-week range of USD 3.79–11.45 (NMS). Source: Nexqual, retrieved October 29, 2026 at 20:11 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SLDB.md
Key facts (SLDB)
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $25K; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.64 on a 1–5 scale) (14 analysts), mean target USD 18.71 (range 11–26).
- Total return with dividends: 1Y +20.3% vs S&P 500 +13.1%; 5Y -79.0% vs S&P 500 +79.1%.
- Next earnings: 2026-11-02, EPS estimate USD -0.41, revenue estimate $0K.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SLDB)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $13.6M | $8.1M | — | — | — | — |
| Operating income | -$72.3M | -$106M | -$104M | -$130M | -$179M | -$212M |
| Net income | -$72.2M | -$86.0M | -$96.0M | -$125M | -$174M | -$207M |
| EPS (diluted) | -$10.14 | -$10.10 | -$4.83 | -$3.06 | -$1.99 | — |
| Free cash flow | -$79.0M | -$101M | -$95.7M | -$101M | -$157M | -$188M |
| Operating margin | -530.5% | -1315.2% | — | — | — | — |
| Net margin | -530.0% | -1062.3% | — | — | — | — |
| Revenue growth | — | -40.6% | — | — | — | — |
| Cash + short-term investments | $208M | $214M | $124M | $149M | $188M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SLDB)
P/B 1.8x · FCF yield -27.41% · Earnings yield -30.23%
Insider sales (SEC Form 4, open-market, last ~7 months) (SLDB)
1 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-19 | Brooks Gabriel | Chief Medical Officer | 4,374 | $25K | 4.3% | Yes | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (SLDB)
Consensus Buy (mean 1.64 on a 1–5 scale), 14 analysts; mean target USD 18.71 (low 11, high 26).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | UBS | Initiated | Buy | $20 |
| 2026-09-16 | RBC Capital | Initiated | Outperform | $18 |
| 2026-09-14 | HC Wainwright & Co. | Reiterated | Buy | $25 |
| 2026-08-27 | Cantor Fitzgerald | Target raised | Overweight | $16 → $26 |
| 2026-08-21 | Truist Securities | Target raised | Buy | $16 → $20 |
Total return (dividends reinvested) (SLDB)
| 1Y (from 2025-10-30) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +20.3% | -79.0% |
| S&P 500 (SPY) | +13.1% | +79.1% |
| Per year | +20.4% | -26.8% |
| Volatility (annualized) | 78.2% | 90.8% |
| Max drawdown | -51.0% (Jul 2026→Oct 2026) | -94.7% (Nov 2021→Oct 2023) |
SLDB earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Mar 6, 2026 | Quarter ended Dec 31, 2025 | −$0.53 | −$0.52 | Miss −1.9% | +43.0% |
| Nov 3, 2025 | Quarter ended Sep 30, 2025 | −$0.48 | −$0.44 | Miss −9.1% | -18.3% |
| Feb 18, 2025 | — | — | — | — | +60.5% |
| Jan 8, 2024 | — | — | — | — | +45.6% |
| Jan 9, 2023 | — | — | — | — | +1.7% |
| Aug 11, 2022 | — | — | — | — | +6.5% |
| Apr 27, 2022 | — | — | — | — | -24.1% |
| Jan 10, 2022 | — | — | — | — | -1.3% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
SLDB recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Aug 14, 2026 | Schedule 13D/A | Perceptive Advisors LLC, Joseph Edelman: 11.2% of shares, 5%+ holder that may seek to influence the company (amended) |
| Aug 14, 2026 | Schedule 13G/A | Vestal Point Capital, LP, Ryan Wilder: 4.8% of shares, passive 5%+ holder (amended) |
| Aug 6, 2026 | 8-K | Other material event “On August 6, 2026, Solid Biosciences Inc. (the "Company") filed a prospectus supplement (the "Prospectus Supplement") under the Company's universal shelf registration statement on Form S-3 (File No. 333-287325) that was originally filed with the Securities and Exchange Commission (the "SEC") on May 15, 2025 and was declared effective by the SEC on May 27, 2025 (the "Registration Statement"), relating to the offer and sale of a total of up to $200.0 million of shares of the Company's common stock, par value $0.001…” |
| Aug 6, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 6, 2026 | Schedule 13G | FMR LLC, Abigail P. Johnson: 7.0% of shares, passive 5%+ holder |
| Jul 30, 2026 | Schedule 13G | BlackRock, Inc.: 6.5% of shares, passive 5%+ holder |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
SLDB suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Ultragenyx Pharmaceutical Inc. (RARE) | “In October 2020, the license agreement was amended such that we were required to pay the University of Washington $375 thousand in connection with the execution of the collaboration and license agreement ("the Collaboration Agreement") with Ultragenyx Pharmaceutical Inc. ("Ultragenyx") in October 2020.” |
| Partner | FA212 | “In September 2024, we entered into a purchase agreement with FA212 for the purchase of certain intellectual property, including patents and assigned licenses, related to a preclinical drug candidate, which we now refer to as SGT-212, assigned manufacturing contracts as well as research and development materials such as manufactured materials and samples.” |
| Partner | ICS Maugeri | “In June 2023 we entered into a license agreement (the "Maugeri License Agreement") with ICS Maugeri S.p.A.” |
| Partner | Jefferies | “To date, we have financed our operations primarily through the sale of securities in private placements and follow-on offerings, the sale of common stock in our initial public offering, and sales of common stock under our "at-the-market offering" sales agreement with Jefferies LLC ("Jefferies") (the "ATM Sales Agreement").” |
Quoted from the company's 10-K filed Mar 19, 2026.
Companies that name SLDB in their SEC reports
| Relationship to SLDB | Company | Filing | Sentence |
|---|---|---|---|
| partner | Lexeo Therapeutics, Inc. (LXEO) | 10-K Mar 30, 2026 | “With respect to LX2006, we are aware of clinical stage gene therapy programs in development at Solid Biosciences Inc. and those being developed in collaborations between Voyager Therapeutics, Inc. and Neurocrine Biosciences, Inc. Among other treatment modalities for FA, we are aware that Larimar Therapeutics, Inc. is developing a clinical stage product candidate, CTI-1601, and that PTC Therapeutics, Inc. is evalua…” |
SLDB analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.41 | $-0.48 | +$0.06 | $0 | 14 |
| Next quarter (ends Dec 2026) | $-0.42 | $-0.49 | +$0.06 | $0 | 14 |
| Current fiscal year (ends Dec 2026) | $-1.76 | $-1.96 | +$0.20 | $0 | 14 |
| Next fiscal year (ends Dec 2027) | $-1.71 | $-1.96 | +$0.25 | $8.6M | 14 |
SLDB options: expected move
Options price a move of about ±16.3% (±$1.08) by Nov 20, 2026, which includes earnings on Nov 2, 2026. Over the last 8 reports the stock moved ±25.1% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 375.9% | ±16.3% |
| Dec 18, 2026 | 50 | 156.6% | ±35.6% |
| Jan 15, 2027 | 78 | 152.3% | ±46.9% |
| Mar 19, 2027 | 141 | 155.8% | ±75.6% |
| Jun 17, 2027 | 231 | 144.3% | ±87.7% |
30-day implied volatility 98.1% vs 77.8% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 20:11 UTC)
| Price | USD 6.39 |
|---|---|
| Change | ▼ 1.39% (down) |
| Previous Close | USD 6.48 |
| Open | USD 6.51 |
| Day Range | USD 6.27 – 6.64 |
| 52-Week Range | USD 3.79 – 11.45 |
| Volume | 951,457 shares |
| Market Cap | $685.17M |
| Exchange | NMS |
Technical Analysis (SLDB)
Nexqual's technical model rates SLDB "SELL" based on 1 bullish and 4 bearish signals across 127 daily candles, as of October 29, 2026 at 20:11 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 43.7 (neutral) |
| vs SMA50 | Below (USD 7.87) |
| MACD | -0.43 (negative) |
Analyst Ratings (SLDB)
Wall Street analysts rate SLDB "Buy" based on 14 analysts, with a mean price target of USD 18.71 (range USD 11–26), per Nexqual as of October 29, 2026 at 20:11 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 18.71 |
| High Target | USD 26 |
| Low Target | USD 11 |
| Buy / Hold / Sell | 14 / 0 / 0 |
Earnings (SLDB)
| Next Earnings Date | 2026-11-02 |
|---|---|
| EPS Estimate | USD -0.41 |
| Revenue Estimate | $0 |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.38 vs est -0.47 ▲ beat |
| 2025-12-31 | USD -0.53 vs est -0.52 ▼ miss |
| 2025-09-30 | USD -0.48 vs est -0.44 ▼ miss |
Source: Nexqual, October 29, 2026 at 20:11 UTC.
Financials & Fundamentals (SLDB)
| Gross Margin | +0.00% |
|---|---|
| Operating Margin | +0.00% |
| Profit Margin | +0.00% |
| ROE | -65.50% |
| Debt / Equity | 0.05 |
| Current Ratio | 13.82 |
| Total Cash | $377.68M |
| Total Debt | $20.16M |
Source: Nexqual, October 29, 2026 at 20:11 UTC.
Ownership (SLDB)
| Insider Ownership | +0.69% |
|---|---|
| Institutional Ownership | +107.57% |
| Shares Outstanding | 107.23M |
| Float | 64.80M |
| Short % of Float | +13.04% |
Source: Nexqual, October 29, 2026 at 20:11 UTC.
Leadership (SLDB)
Solid Biosciences Inc. is led by Alexander G. Cumbo, President, CEO & Director, per Nexqual as of October 29, 2026 at 20:11 UTC.
| President, CEO & Director | Alexander G. Cumbo |
|---|---|
| Co-founder, Strategic Advisor to the CEO & Director | Ilan Ganot |
| COO & Secretary | David Tyronne Howton Jr. |
| CFO & Treasurer | Kevin Tan C.F.A. |
| Chief Technology Officer | Paul Herzich |
Major Backers & Investors (SLDB)
Notable institutional backers of Solid Biosciences Inc. include RA Capital Management, L.P., Perceptive Advisors Llc, Bain Capital Life Sciences Investors, LLC, according to Nexqual as of October 29, 2026 at 20:11 UTC.
Active Investors
| Investor | Stake |
|---|---|
| RA Capital Management, L.P. | 11.23% |
| Perceptive Advisors Llc | 11.1% |
| Bain Capital Life Sciences Investors, LLC | 9.15% |
| Siren, L.L.C. | 7.17% |
| FMR, LLC | 6.41% |
| Fidelity | 4.41% |
| Armistice Capital, LLC | 3.99% |
| Jupiter Topco LLC | 3.77% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 6.47% |
| State Street | 3.89% |
Source: Nexqual, October 29, 2026 at 20:11 UTC.
From Solid Biosciences Inc.'s Latest SEC 10-K Filing (filed 2026-03-19)
Key Strengths & Strategy (as disclosed to the SEC)
- Despite recent therapeutic advances, including the FDA approval of ELEVIDYS®, a gene transfer therapy for patients with Duchenne, we believe Duchenne represents a significant unmet medical need, in addition to a societal and economic burden.
- We believe the unique functionality of our proprietary microdystrophin has the potential to result in functional benefits including diminished muscle fatigue and protection against ischemic muscle damage, which can lead to loss of functional muscle.
- SGT-003 utilizes an updated construct, combining our proprietary microdystrophin containing nNOS with POLARIS-101TM, a novel, rationally designed capsid derived from AAV9 and designed for enhanced muscle tropism, reduced liver uptake and to more selectively deliver the drug to target tissue.
- Our commercial success depends in part on our ability to obtain and maintain proprietary or intellectual property protection for our pipeline programs, our platform technologies and other know-how, to operate without infringing, misappropriating or otherwise violating the intellectual property rights of others, and to prevent others from infringing, misappropriating or otherwise violating our intellectual property rights.
Partnerships
- In 2015, we entered into a license agreement with the University of Washington, acting through UW CoMotion, under which we obtained an exclusive, royalty-bearing, sublicensable, worldwide license under certain patent applications owned by the University of Washington relating to novel micro-dystrophins to develop, manufacture, and commercialize products for use in the treatment of Duchenne and related disease indications caused by a lack of functional dystrophin.
- The license agreement was amended such that we were required to pay, and did pay, the University of Missouri $0.8 million in February 2021 and $1.3 million in February 2022 as a result of the execution of the Collaboration Agreement with Ultragenyx in October 2020.
Legal & Regulatory Risks (Item 1A, quoted)
- Our Candidates may cause undesirable side effects or have other properties that could delay or prevent their clinical development, regulatory approval, limit their commercial potential or result in significant negative consequences following any potential marketing approval.
- We may encounter substantial delays in our clinical trials or we may fail to demonstrate safety and efficacy to the satisfaction of applicable regulatory authorities.
- Any regulatory approval to market our products will be limited by indication. If we fail to comply or are found to be in violation of FDA regulations restricting the promotion of our products for unapproved uses, we could be subject to criminal penalties, substantial fines or other sanctions and damage awards.
- Regulatory requirements governing gene therapy products are periodically updated and may continue to change in the future.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LGND | Ligand Pharmaceuticals Incorpor | USD 317.33 | ▼ 0.45% |
| RYTM | Rhythm Pharmaceuticals, Inc. | USD 93.07 | ▲ 1.2% |
| ORKA | Oruka Therapeutics, Inc. | USD 96.65 | ▲ 0.71% |
| AXSM | Axsome Therapeutics, Inc. | USD 143.45 | ▼ 0.04% |
| IONS | Ionis Pharmaceuticals, Inc. | USD 44.39 | ▼ 1.14% |
| ABVX | Abivax SA | USD 89.06 | ▼ 0.87% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 20:11 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt