Supernus Pharmaceuticals, Inc. (SUPN) AI Stock Analysis

Supernus Pharmaceuticals, Inc., based in Rockville, Maryland, develops and commercializes treatments for central nervous system disorders in the United States. Its commercial portfolio includes Trokendi XR for epilepsy and migraine prophylaxis, Oxtellar XR for partial onset epilepsy seizures, and Qelbree for attention-deficit hyperactivity disorder in pediatric patients. The company also markets Parkinson's disease treatments, including APOKYN for acute intermittent hypomobility and XADAGO for off episodes. Its pipeline features candidates such as SPN-812 for ADHD, SPN-830 for Parkinson's disease, SPN-817 for severe epilepsy, SPN-820 for resistant depression, and preclinical candidates SPN-443 and SPN-446.

Between FY2021 and FY2025, Supernus expanded revenue from $579.8M to $719.0M, achieving a 5-year revenue CAGR of 6.7%. Gross margin remained high across this span, ranging from 86.2% in FY2023 to 89.6% in FY2025. Profitability has fluctuated; net income reached $73.9M in FY2024 before dropping to -$38.5M in FY2025, accompanied by an operating margin of -5.1%. R&D expense stood at $106.2M in FY2025. Over the trailing twelve months, revenue reached $830.4M, with an operating margin of -2.5% and a profit margin of -13.2%. However, for the quarter ended June 30, 2026, quarterly revenue growth accelerated to 32.4% year-over-year, while quarterly earnings grew 11.1%.

As of June 30, 2026, Supernus held $372.1M in cash and short-term investments against $40.2M in total debt, yielding net cash of $331.9M. The company maintains a current ratio of 2.08 and a debt-to-equity ratio of 0.04 alongside shareholders' equity of $1.03B. In FY2025, operating cash flow was $47.3M and free cash flow was $46.0M, with capital expenditures of $1.3M. Five-year share count change was 9.0%.

Trading at $37.88 as of October 16, 2026, Supernus has an enterprise value of $2.19B and a forward P/E of 20.2x, which sits above the 17.3x forward P/E median of its US-listed Healthcare peers. Its price-to-sales multiple of 2.7x compares favorably to the peer median of 4.1x, while EV to EBITDA stands at 51.9x versus the peer median of 12.0x. Over the past year, the stock fell 23.9%, underperforming the S&P 500 ETF (SPY) gain of 16.8%. Over five years, the stock gained 19.6% compared to 83.0% for SPY.

Wall Street coverage consists of 3 Strong Buy ratings and 1 Hold rating. The mean price target is $60.50, representing an upside of 59.7% over the last close of $37.88. For the fiscal year ending December 31, 2026, analysts estimate EPS of $2.54 on revenue of $884.0M. For FY2027, two analysts project revenue of $1.36B and EPS of $4.30. Supernus has beaten EPS estimates in 2 of the last 4 quarters, with its next earnings date scheduled for November 3, 2026.

This page is an AI-written research summary of Supernus Pharmaceuticals, Inc. (SUPN). 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: SUPN income statement, SUPN balance sheet, SUPN key metrics, SUPN analyst forecast, SUPN chart. See the SUPN stock overview for the latest quote and news.