Stoke Therapeutics, Inc. (STOK) Stock Price & Analysis
Stoke Therapeutics, Inc. (STOK) closed at USD 25.7 on Thursday, October 22, 2026, up 0.08% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 25.68; the Oct 22, 2026 session ranged USD 25.64–26.7 on volume of 1,346,388 shares. Market capitalization is $1.66B, with a 52-week range of USD 20.32–40.22 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:11 UTC.
Also available as compact Markdown for AI agents: nexqual.com/STOK.md
Key facts (STOK)
- Last four reported quarters (through Jun 30, 2026): revenue $27.6M, net income -$208M (-753.6% margin), free cash flow -$181M (SEC filings).
- Insider open-market sales, last ~7 months: 11 Form 4 filings, $1.5M; 3 not under a Rule 10b5-1 plan ($647K); 3 by opportunistic insiders (1 outside 10b5-1 plans), 7 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.86 on a 1–5 scale) (14 analysts), mean target USD 46.46 (range 35–60).
- Total return with dividends: 1Y -18.9% vs S&P 500 +14.9%; 5Y +5.8% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD -0.91, revenue estimate $8.2M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (STOK)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | — | $12.4M | $8.8M | $36.6M | $184M | $27.6M |
| Operating income | -$86.1M | -$104M | -$115M | -$101M | -$20.6M | -$223M |
| Net income | -$85.8M | -$101M | -$105M | -$89.0M | -$6.9M | -$208M |
| EPS (diluted) | -$2.34 | -$2.60 | -$2.38 | -$1.65 | -$0.12 | — |
| Free cash flow | -$68.1M | -$35.8M | -$82.7M | -$87.1M | $44.9M | -$181M |
| Operating margin | — | -841.2% | -1307.2% | -277.3% | -11.2% | -809.7% |
| Net margin | — | -814.7% | -1192.5% | -243.4% | -3.7% | -753.6% |
| Revenue growth | — | — | -29.2% | +316.3% | +404.5% | — |
| Cash + short-term investments | $220M | $230M | $201M | $217M | $285M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (STOK)
P/S 60.1x · P/B 4.8x · FCF yield -10.90% · Earnings yield -12.54%
Insider sales (SEC Form 4, open-market, last ~7 months) (STOK)
8 of 11 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Allan Jonathan | GENERAL COUNSEL & CORP SEC | 627 | $17K | 3% | Yes (adopted November 10, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-10-01 | Ticho Barry | CHIEF MEDICAL OFFICER | 1,051 | $27K | 5.2% | Yes (adopted November 19, 2025) | Routine (sold in May & Jun & Jul each year 2023–2025; this trade is outside those months) |
| 2026-09-01 | Ticho Barry | CHIEF MEDICAL OFFICER | 5,545 | $170K | 21.6% | Yes (adopted November 19, 2025) | Routine (sold in May & Jun & Jul each year 2023–2025; this trade is outside those months) |
| 2026-08-18 | Ticho Barry | CHIEF MEDICAL OFFICER | 4,767 | $153K | 15.7% | No | Routine (sold in May & Jun & Jul each year 2023–2025; this trade is outside those months) |
| 2026-08-18 | Kaye Edward M. Md | Director | 12,567 | $403K | 9.2% | No | Too little history (no open-market trades in 2023) |
| 2026-08-18 | Allan Jonathan | GENERAL COUNSEL & CORP SEC | 2,861 | $92K | 11.9% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-03 | Ticho Barry | CHIEF MEDICAL OFFICER | 7,176 | $208K | 26% | Yes (adopted November 19, 2025) | Routine (sold in May & Jun & Jul each year 2023–2025; this trade is outside those months) |
| 2026-07-01 | Ticho Barry | CHIEF MEDICAL OFFICER | 7,228 | $236K | 20.8% | Yes (adopted November 19, 2025) | Routine (sold in May & Jun & Jul each year 2023–2025) |
| 2026-06-16 | Allan Jonathan | GENERAL COUNSEL & CORP SEC | 1,457 | $44K | 7.5% | Yes (adopted November 10, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-01 | Ticho Barry | CHIEF MEDICAL OFFICER | 1,795 | $55K | 4.9% | Yes (adopted November 19, 2025) | Routine (sold in May & Jun & Jul each year 2023–2025) |
| 2026-05-01 | Ticho Barry | CHIEF MEDICAL OFFICER | 2,243 | $74K | 5.8% | Yes (adopted November 19, 2025) | Routine (sold in May & Jun & Jul each year 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 (STOK)
Consensus Buy (mean 1.86 on a 1–5 scale), 14 analysts; mean target USD 46.46 (low 35, high 60).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-04 | Guggenheim | Reiterated | Buy | $60 |
| 2026-08-04 | Wedbush | Target raised | Outperform | $38 → $40 |
| 2026-08-04 | Canaccord Genuity | Target lowered | Buy | $60 → $58 |
| 2026-08-04 | Chardan Capital | Maintained | Buy | $35 |
| 2026-07-13 | Goldman Sachs | Initiated | Buy | $44 |
Total return (dividends reinvested) (STOK)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -18.9% | +5.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -19.0% | +1.1% |
| Volatility (annualized) | 57.0% | 83.2% |
| Max drawdown | -41.3% (Mar 2026→Oct 2026) | -88.1% (Nov 2021→Oct 2023) |
Companies that name STOK in their SEC reports
| Relationship to STOK | Company | Filing | Sentence |
|---|---|---|---|
| partner | ACADIA PHARMACEUTICALS INC (ACAD) | 10-K Feb 26, 2026 | “In January 2022, we entered into a license and collaboration with Stoke Therapeutics, Inc. (Stoke) to discover, develop and commercialize novel RNA-based medicines for the potential treatment of severe and rare genetic neurodevelopmental diseases of the central nervous system (CNS).” |
STOK analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.91 | $-0.81 | +12.6% | $8.2M | 12 |
| Next quarter (ends Dec 2026) | $-0.97 | $-0.88 | +10.8% | $8.2M | 12 |
| Current fiscal year (ends Dec 2026) | $-3.62 | $-3.25 | +11.6% | $32.0M | 12 |
| Next fiscal year (ends Dec 2027) | $-3.53 | $-3.08 | +14.4% | $44.8M | 12 |
STOK options: expected move
Options price a move of about ±17.6% (±$4.52) by Nov 20, 2026, which includes earnings on Oct 29, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 79.6% | ±17.6% |
| Feb 19, 2027 | 119 | 59.4% | ±26.7% |
| May 21, 2027 | 210 | 61.6% | ±36.4% |
30-day implied volatility 54.5% vs 59.6% realized over the last 30 trading days. Put/call ratio (volume) 1. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:11 UTC)
| Price | USD 25.7 |
|---|---|
| Change | ▲ 0.08% (up) |
| Previous Close | USD 25.68 |
| Open | USD 25.88 |
| Day Range | USD 25.64 – 26.7 |
| 52-Week Range | USD 20.32 – 40.22 |
| Volume | 1,346,388 shares |
| Market Cap | $1.66B |
| Exchange | NMS |
Technical Analysis (STOK)
Nexqual's technical model rates STOK "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 10:11 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 48.42 (neutral) |
| vs SMA50 | Below (USD 28.14) |
| MACD | -0.73 (negative) |
Analyst Ratings (STOK)
Wall Street analysts rate STOK "Buy" based on 14 analysts, with a mean price target of USD 46.46 (range USD 35–60), per Nexqual as of October 23, 2026 at 10:11 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 46.46 |
| High Target | USD 60 |
| Low Target | USD 35 |
| Buy / Hold / Sell | 14 / 0 / 0 |
Earnings (STOK)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD -0.91 |
| Revenue Estimate | $8.18M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.93 vs est -0.78 ▼ miss |
| 2026-03-31 | USD -0.79 vs est -0.82 ▲ beat |
| 2025-12-31 | USD -0.97 vs est -0.74 ▼ miss |
| 2025-09-30 | USD -0.65 vs est -0.57 ▼ miss |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Financials & Fundamentals (STOK)
| Total Revenue | $27.59M |
|---|---|
| Revenue Growth (latest quarter, YoY) | -32.50% |
| Gross Margin | +100.00% |
| Operating Margin | -701.65% |
| Profit Margin | +0.00% |
| ROE | -61.10% |
| Debt / Equity | 0.01 |
| Current Ratio | 7.69 |
| Total Cash | $292.82M |
| Total Debt | $2.68M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | -$180.68M (-654.9% of revenue) |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Financial Health Score (STOK)
Nexqual rates Stoke Therapeutics, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:11 UTC.
| Growth | Strong — Revenue +405% YoY (annual) |
|---|---|
| Profitability | Critical — Heavily loss-making — early-stage company |
| Balance Sheet | Strong — $293M cash vs $3M debt, net cash position |
| Cash Flow | Weak — FCF negative: -$181M (last 4 quarters to Jun 2026, SEC), burning cash |
| Efficiency | Critical — ROE -61%, ROA -35.9% |
Ownership (STOK)
| Insider Ownership | +3.68% |
|---|---|
| Institutional Ownership | +125.41% |
| Shares Outstanding | 64.53M |
| Float | 45.61M |
| Short % of Float | +18.52% |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Leadership (STOK)
Stoke Therapeutics, Inc. is led by Ian F. Smith A.C.A., C.P.A., CEO & Director, per Nexqual as of October 23, 2026 at 10:11 UTC.
| CEO & Director | Ian F. Smith A.C.A., C.P.A. |
|---|---|
| Co-Founder & Independent Director | Adrian R. Krainer |
| Chief Financial Officer | Thomas Edward Leggett |
| Co-Founder & CTO | Isabel Aznarez |
| Chief Scientific Officer | Thomas McCauley |
Major Backers & Investors (STOK)
Notable institutional backers of Stoke Therapeutics, Inc. include RTW Investments LP, FMR, LLC, Lynx1 Capital Management Lp, according to Nexqual as of October 23, 2026 at 10:11 UTC.
Active Investors
| Investor | Stake |
|---|---|
| RTW Investments LP | 8.72% |
| FMR, LLC | 8.23% |
| Lynx1 Capital Management Lp | 6.26% |
| Redmile Group, LLC | 6.12% |
| Wellington Management | 5.45% |
| Morgan Stanley | 5.35% |
| Baker Bros. Advisors, LP | 5.17% |
| Fidelity | 5.01% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 9.11% |
| Vanguard Group | 7.42% |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LGND | Ligand Pharmaceuticals Incorpor | USD 307.82 | ▼ 2.21% |
| RYTM | Rhythm Pharmaceuticals, Inc. | USD 90.9 | ▲ 2.57% |
| IOVA | Iovance Biotherapeutics, Inc. | USD 14.14 | ▼ 3.28% |
| PRAX | Praxis Precision Medicines, Inc | USD 258.92 | ▲ 0.96% |
| IONS | Ionis Pharmaceuticals, Inc. | USD 43.91 | ▼ 0.81% |
| ABVX | Abivax SA | USD 90.23 | ▼ 3.49% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:11 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