Scholar Rock Holding Corporation (SRRK) AI Stock Analysis

NASDAQ: SRRKAI research summary: business, growth, valuation, analysts, bull and bear case.

SRRK AI stock analysis summary

AI Research

Scholar Rock Holding Corporation (SRRK) is a clinical-stage biopharmaceutical firm developing therapies targeting protein growth factor signaling, led by Phase 3 candidate Apitegromab. The company recorded $0 in trailing twelve month revenue with an operating margin of 0.0% and an EPS of -$3.32. Its balance sheet shows $492.1M in cash and short-term investments against $203.8M in total debt as of June 30, 2026.

Market cap
$4.86B
Revenue (TTM)
$0
P/E
—
1Y return
35.5%
S&P 500 16.8%
Avg. target
$70.44
76.5% vs last close

Bull case

  • Analysts project next fiscal year revenue to expand by 2404.5% to $142.2M as lead candidate Apitegromab advances from completed Phase 3 trials.
  • The company holds $492.1M in cash and short-term investments, supporting a net cash position of $288.3M and a current ratio of 7.02.
  • Wall Street analysts have a mean price target of $70.44, which is 76.5% above the last closing price of $39.90.

Bear case

  • The company generated $0 in revenue over the trailing twelve months ended June 30, 2026, with an EPS of -$3.32.
  • Share count expanded by 256.1% over a five-year period to fund operational losses, which included a free cash flow deficit of -$133.8M in FY2022.
  • The stock carries a high short interest, with short percent of float standing at 23.3%.

What Scholar Rock does

Scholar Rock Holding Corporation, based in Cambridge, Massachusetts, is a biopharmaceutical company focused on discovering and developing therapies for severe diseases driven by protein growth factor signaling. Its pipeline includes Apitegromab, a candidate that inhibits latent myostatin activation and has completed Phase 3 clinical trials for spinal muscular atrophy. The company is also testing SRK-181 in Phase 1 trials for cancers resistant to checkpoint inhibitors. Scholar Rock collaborates with Gilead Sciences, Inc. to develop transforming growth factor beta activation inhibitors for fibrotic diseases, alongside other pipeline programs targeting neuromuscular disorders, cancer, and fibrosis.

Growth and profitability

Scholar Rock recorded $0 in revenue over the trailing twelve months ended June 30, 2026, with quarterly revenue falling 100.0% year-over-year. Historically, annual revenue rose from $379,000 in FY2016 to $33.2M in FY2022, representing a four-year revenue compound annual growth rate of 205.9%. Operating margins were negative throughout that period, standing at -404.8% in FY2022 alongside a net loss of -$131.6M and R&D expense of $124.4M. For FY2021, net income was -$131.8M on revenue of $18.8M. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $5.7M and an EPS of -$3.22.

SRRK income statement →

Balance sheet and cash flow

As of June 30, 2026, Scholar Rock held $492.1M in cash and short-term investments and $203.8M in total debt, resulting in net cash of $288.3M. Total assets stood at $523.5M against shareholders' equity of $253.8M. The company maintains a current ratio of 7.02 and a debt-to-equity ratio of 0.80. In FY2025, capital expenditures were $602,000. Over a five-year period, the company's share count increased by 256.1%. Free cash flow in FY2022 was -$133.8M, driven by operating cash flow of -$132.7M.

SRRK balance sheet →

Valuation and performance

At a closing share price of $39.90 on October 16, 2026, Scholar Rock has a market cap of $4.86B and an enterprise value of $5.78B. The stock trades at a price-to-sales multiple of 13.1x and an EV-to-revenue ratio of 8.2x, compared to a median price-to-sales ratio of 4.1x for its US-listed Healthcare peers. Its price-to-book ratio is 23.9x. Over the past year, the stock returned 35.5%, outperforming the S&P 500 (SPY) return of 16.8%, but its five-year return of 46.3% trailed the index return of 83.0%.

SRRK key metrics →

What analysts expect

Wall Street analysts maintain 15 Strong Buy, 2 Buy, and 1 Hold ratings on Scholar Rock, with no Sell or Strong Sell recommendations. The mean price target is $70.44, representing a 76.5% premium to the last closing price of $39.90. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $5.7M and an EPS of -$3.22. For the next fiscal year, 15 analysts project revenue of $142.2M and an EPS of -$2.58. Over the last four quarters, the company beat EPS estimates once. The next earnings date is November 13, 2026.

SRRK forecast and price target →

Key risks and what to watch

  • The company has an unprofitable operating history, posting a return on equity of -167.8% and a return on assets of -58.8% over the trailing twelve months.
  • Total debt of $203.8M against shareholders' equity of $253.8M yields a debt-to-equity ratio of 0.80 while operations continue to consume cash.
  • The stock is trading 17.3% below its 200-day moving average and down 9.4% year-to-date, reflecting price volatility.
  • Earnings visibility is low, with the company beating analyst EPS estimates in only 1 of the last 4 quarters.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this SRRK AI stock analysis

This page is an AI-written research summary of Scholar Rock Holding Corporation (SRRK). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: SRRK income statement, SRRK balance sheet, SRRK key metrics, SRRK analyst forecast, SRRK chart. See the SRRK stock overview for the latest quote and news.

SRRK AI stock analysis FAQ

What is Scholar Rock's primary clinical program?

Scholar Rock's lead product candidate is Apitegromab, which inhibits latent myostatin activation and has completed Phase 3 clinical trials for spinal muscular atrophy. The company is also running Phase 1 trials for SRK-181 in oncology.

Does Scholar Rock pay a dividend?

Scholar Rock does not pay a dividend. The company directs its capital toward research and development, which totaled $124.4M in FY2022.

What is Scholar Rock's cash and debt position?

As of June 30, 2026, Scholar Rock held $492.1M in cash and short-term investments against $203.8M in total debt, giving it a net cash balance of $288.3M.

What are analysts expecting for Scholar Rock's revenue next year?

For the next fiscal year, 15 analysts project revenue of $142.2M, representing an estimated annual increase of 2404.5% over the current fiscal year projection of $5.7M.

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