Scholar Rock Holding Corporation (SRRK) Stock Price & Analysis
Scholar Rock Holding Corporation (SRRK) closed at USD 41.96 on Thursday, October 22, 2026, down 2.42% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 43; the Oct 22, 2026 session ranged USD 41.5–43.36 on volume of 1,133,553 shares. Market capitalization is $5.11B, with a 52-week range of USD 27.07–61.76 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SRRK.md
Key facts (SRRK)
- Last four reported quarters (through Jun 30, 2026): revenue $0K, net income -$409M, free cash flow -$297M (SEC filings).
- 1 of 80 tracked superinvestors hold SRRK (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 9 Form 4 filings, $4.1M; 4 not under a Rule 10b5-1 plan ($3.1M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y +46.4% vs S&P 500 +14.9%; 5Y +60.2% vs S&P 500 +80.3%.
- Next earnings: 2026-11-10, EPS estimate USD -0.84, revenue estimate $284K.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SRRK)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $18.8M | $33.2M | — | — | $0K | $0K |
| Operating income | -$130M | -$134M | -$171M | -$252M | -$385M | -$406M |
| Net income | -$132M | -$135M | -$166M | -$246M | -$378M | -$409M |
| EPS (diluted) | -$3.59 | -$2.26 | -$1.99 | -$2.47 | -$3.29 | — |
| Free cash flow | -$132M | -$134M | -$145M | -$201M | -$301M | -$297M |
| Operating margin | -690.5% | -404.8% | — | — | — | — |
| Net margin | -700.5% | -405.2% | — | — | — | — |
| Revenue growth | +22.2% | +76.4% | — | — | — | — |
| Cash + short-term investments | $253M | $315M | $280M | $437M | $368M | — |
| Total debt | $52.0M | $51.0M | $51.0M | $50.1M | $99.7M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SRRK)
Superinvestors (SEC 13F-HR, Q2 2026) (SRRK)
1 of 80 tracked investors hold SRRK. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.02% | $2.9M | Added +0.3% |
Insider sales (SEC Form 4, open-market, last ~7 months) (SRRK)
5 of 9 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 |
|---|---|---|---|---|---|---|---|
| 2026-07-01 | Flier Jeffrey S. | Director | 3,053 | $164K | 9.9% | Yes (adopted March 31, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-01 | Gilman Michael | Director | 2,544 | $137K | 4.1% | Yes (adopted March 31, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-01 | Burow Kristina | Director | 3,053 | $164K | 0.1% | Yes (adopted March 31, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-01 | Reed Joshua | Director | 3,053 | $164K | 13.5% | Yes (adopted March 21, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-01 | Peng Katie | Director | 5,446 | $293K | 13.7% | Yes (adopted March 20, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-04-16 | Woods Keith | Chief Operating Officer | 10,220 | $507K | 1.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-04-16 | Vaishnaw Akshay | President of R&D | 12,246 | $607K | 1.9% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-04-16 | Sinha Vikas | Chief Financial Officer | 10,410 | $516K | 1.7% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-04-16 | Hallal David | Chief Executive Officer | 30,615 | $1.5M | 1.6% | No | Too little history (no open-market trades in 2023–2025) |
% 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 (SRRK)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-24 | Truist Securities | Target raised | Buy | $76 → $77 |
| 2026-09-21 | JP Morgan | Target raised | Overweight | $63 → $70 |
| 2026-09-15 | Evercore ISI Group | Target raised | Outperform | $65 → $72 |
| 2026-09-15 | Piper Sandler | Target raised | Overweight | $60 → $75 |
| 2026-09-15 | Jefferies | Target raised | Buy | $57 → $65 |
| 2026-09-15 | Wedbush | Target raised | Outperform | $64 → $70 |
| 2026-09-15 | Barclays | Downgrade | Overweight → Equal-Weight | $55 → $58 |
| 2026-09-15 | HC Wainwright & Co. | Target raised | Buy | $65 → $70 |
| 2026-09-14 | Raymond James | Target raised | Strong Buy | $65 → $72 |
| 2026-09-14 | BMO Capital | Target raised | Outperform | $76 → $84 |
| 2026-09-14 | Truist Securities | Target raised | Buy | $55 → $76 |
| 2026-09-14 | Citigroup | Target raised | Buy | $60 → $74 |
Total return (dividends reinvested) (SRRK)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +46.4% | +60.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +46.6% | +9.9% |
| Volatility (annualized) | 54.3% | 95.2% |
| Max drawdown | -34.0% (Aug 2026→Oct 2026) | -86.0% (Nov 2021→May 2022) |
SRRK suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Jefferies | “Sales to, or through, Jefferies by us could result in substantial dilution to the interests of other holders of our common stock.” |
| Partner | Oxford Finance | “In February 2025, we entered into the Existing Loan Agreement with Oxford for up to $200 million, of which $25.0 million from Tranche 1 was received in October 2020, $25.0 million from Tranche 2 was received in December 2021 and $50.0 million from Tranche 3 was received in September 2025, bringing the total outstanding balance under the Term Loans to $100.0 million (see Note 14).” |
| Partner | Adimab | “On March 12, 2019, we entered into an amended and restated collaboration agreement (the "Adimab Agreement") with Adimab, LLC ("Adimab").” |
Quoted from the company's 10-K filed Mar 3, 2026.
SRRK company outlook (results filed Aug 6, 2026)
- “The Company plans to provide updated guidance on timelines for a Committee for Medicinal Products for Human Use (CHMP) opinion upon alignment with the EMA. • Continued robust enrollment in Phase 2 OPAL trial .”
- “The Phase 2 randomized, double-blind, placebo-controlled trial, called FORGE, is expected to enroll approximately 60 patients with FSHD who will be randomized 1:1 to receive either apitegromab 10mg/kg IV or placebo every 4 weeks for 52 weeks.”
- “A Phase 1 study evaluating SRK-439 in healthy volunteers is progressing well with topline data anticipated in late 2026.”
Quoted word-for-word from the SEC 8-K results press release.
SRRK analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.84 | $-0.85 | -1.0% | $283,670 | 12 |
| Next quarter (ends Dec 2026) | $-0.75 | $-0.64 | +17.5% | $5.2M | 16 |
| Current fiscal year (ends Dec 2026) | $-3.21 | $-3.07 | +4.7% | $5.6M | 12 |
| Next fiscal year (ends Dec 2027) | $-2.63 | $-2.55 | +3.0% | $140.9M | 15 |
Key Statistics (as of October 23, 2026 at 09:22 UTC)
| Price | USD 41.96 |
|---|---|
| Change | ▼ 2.42% (down) |
| Previous Close | USD 43 |
| Open | USD 42.54 |
| Day Range | USD 41.5 – 43.36 |
| 52-Week Range | USD 27.07 – 61.76 |
| Volume | 1,133,553 shares |
| Market Cap | $5.11B |
| Exchange | NMS |
Technical Analysis (SRRK)
Nexqual's technical model rates SRRK "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:22 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 38.07 (neutral) |
| vs SMA50 | Below (USD 49.81) |
| MACD | -2.42 (negative) |
Earnings (SRRK)
| Next Earnings Date | 2026-11-10 |
|---|---|
| EPS Estimate | USD -0.84 |
| Revenue Estimate | $283,670 |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.84 vs est -0.84 ▲ beat |
| 2026-03-31 | USD -0.83 vs est -0.78 ▼ miss |
| 2025-12-31 | USD -0.88 vs est -0.88 ▲ beat |
| 2025-09-30 | USD -0.9 vs est -0.84 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financials & Fundamentals (SRRK)
| Gross Margin | +0.00% |
|---|---|
| Operating Margin | +0.00% |
| Profit Margin | +0.00% |
| ROE | -167.77% |
| Debt / Equity | 0.8 |
| Current Ratio | 7.02 |
| Total Cash | $492.09M |
| Total Debt | $203.83M |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Ownership (SRRK)
| Insider Ownership | +0.73% |
|---|---|
| Institutional Ownership | +117.56% |
| Shares Outstanding | 121.79M |
| Float | 104.09M |
| Short % of Float | +23.29% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
From Scholar Rock Holding Corporation's Latest SEC 10-K Filing (filed 2026-03-03)
Key Strengths & Strategy (as disclosed to the SEC)
- Our policy is to seek to protect our intellectual property position by filing patent applications in key jurisdictions, including the U.S., Europe, Canada, Japan and Australia, covering our proprietary technology, inventions and improvements that are important to innovate, develop, sustain and implement our business.
- Our proprietary platform is designed to generate highly selective antibodies that target a growth factor's latent form, prior to its activation within the disease microenvironment, or tissue where it is localized.
- Our proprietary platform is covered by a robust IP portfolio projected to expire well into the 2030s, excluding any patent term adjustments or extensions.
- We have worldwide rights to our proprietary platform and to all of our product candidates.
Partnerships
- In connection with the Gilead Agreement, we received an upfront payment of $50 million and an equity investment of $30 million.
- On January 6, 2022, we entered into a letter agreement with Gilead which (i) confirmed that the collaboration period under the Gilead Agreement had expired as of December 19, 2021, and (ii) agreed the option exercise period for all programs under the Gilead Agreement had been terminated as of January 6, 2022.
Legal & Regulatory Risks (Item 1A, quoted)
- The CRL could also adversely affect the ongoing regulatory review of the apitegromab MAA by the EMA.
- We have never commercialized a product and are in the process of building and scaling our business for potential commercialization of apitegromab in the United States and Europe, including building our compliance, medical affairs and commercial organizations, which, if we are not able to do so successfully could negatively impact our business, including the potential for a successful commercialization of apitegromab.
- The results or success of preclinical studies and early-stage clinical trials of our product candidates may not be predictive of future results or replicated in later preclinical studies or clinical trials of our product candidates in the same indications or other indications.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:22 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