Stoke Therapeutics, Inc. (STOK) AI Stock Analysis

Stoke Therapeutics, Inc. is a biopharmaceutical company headquartered in Bedford, Massachusetts. The company develops antisense oligonucleotide (ASO) therapies designed to increase protein expression levels using its proprietary Targeted Augmentation of Nuclear Gene Output (TANGO) platform. Its lead clinical candidate, STK-001, is in Phase I/IIa clinical trials to treat Dravet syndrome, a severe genetic epilepsy. Stoke Therapeutics is also advancing STK-002 in the preclinical stage for autosomal dominant optic atrophy. In addition, the company collaborates with Acadia Pharmaceuticals Inc. to develop RNA-based therapies for severe, rare genetic neurodevelopmental disorders affecting the central nervous system.

Revenue grew from $3.0M in FY2021 to $184.4M in FY2025, representing a 4-year revenue CAGR of 180.0%. Net income improved from -$84.7M in FY2021 to -$6.9M in FY2025, with EPS finishing at -$0.12 in FY2025. In that same year, operating cash flow turned positive to $45.6M, while R&D expenses reached $137.9M. For the trailing twelve months ended June 30, 2026, revenue stood at $27.6M, and quarterly revenue fell 32.5% year-over-year. TTM EPS was -$3.38 with an operating margin of -701.6%.

As of June 30, 2026, Stoke Therapeutics held $292.8M in cash and short-term investments against $2.7M in total debt, yielding net cash of $290.1M. Shareholders' equity was $345.5M, and total assets stood at $394.0M. The company reported a current ratio of 7.69 and a debt-to-equity ratio of 0.01. In FY2025, capital expenditures were $670,000, while the company's share count increased 79.2% over a 5-year period.

At $24.17 per share, Stoke Therapeutics has a market capitalization of $1.56B and an enterprise value of $1.39B. The stock trades at a forward P/E of 204.1x and a price-to-sales multiple of 56.5x, compared to medians of 17.3x and 4.1x, respectively, for US-listed Healthcare peers. Its EV-to-EBITDA stands at 26.4x versus the peer median of 12.0x. Over the past year, the stock declined 29.3%, trailing the S&P 500 (SPY) gain of 16.8%, and sits 22.6% below its 200-day moving average.

Wall Street coverage includes 12 Strong Buy ratings, 2 Buy ratings, and zero Hold, Sell, or Strong Sell ratings. The mean price target is $46.46, representing an upside of 92.2% from the closing price of $24.17. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$3.62 on revenue of $32.0M. For the next fiscal year, 12 analysts project revenue of $44.8M and an EPS of -$3.53. The company has beaten EPS estimates in 1 of the last 4 quarters, with its next earnings date scheduled for November 3, 2026.

This page is an AI-written research summary of Stoke Therapeutics, Inc. (STOK). 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.

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