Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Analyst consensus.
ACCE opinionSarepta Therapeutics Inc. Common Stock (DE) (SRPT)
Fair value (2 models)
Not available
ACCE price target
$19.00
Rating
Not rated
Horizon
12 months
ACCE price target published on 16 Oct 2026, 00:00 CEST; previously $42.44 since 19 Apr 2026, 00:00 CEST.
Price used: $17.73 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
41
out of 100
Analysts
29% buy
24 covering
P/E
0.0x
forward 19.2x
1-year return
-19.0%
Dividend yield
0.00%
Sarepta Therapeutics Inc. Common Stock (DE) in four questions
Plain answers, details below
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Overview
ACCE thesis
Sarepta sells Exondys 51, Vyondys 53, Amondys 45 and Elevidys, its gene therapy for Duchenne muscular dystrophy, which together make it the commercial leader in DMD. Its moat is regulatory and scientific: the exon-skipping franchise and AAV gene therapy platform are hard to replicate, and the company has built a patient-access network around a rare disease where few payers have alternatives. The near-term swing factor is Elevidys safety and label status following the 2025 deaths in non-ambulatory patients, which drove a sharp drop in sales and a series of FDA reviews. Revenue fell 34.3% and ROE is negative at -9.5%, yet the forward P/E of 19.2 and a 13.0% operating margin suggest the market is pricing a recovery in the franchise. The score of 37/100 and reliance on a single safety-sensitive product mean this is a name for a deeper look at the regulatory timeline, not a conclusion.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Revenue collapse and deceleration
Revenue down 34.3% YoY and 45.1% QoQ, despite 33.1% five-year CAGR. Suggests recent business deterioration or major product headwind.
high
Negative net margin with unprofitable operations
Net margin -6.9% and ROE -9.5% despite positive operating margin. Company burning cash on non-operating items; not sustainably profitable.
high
Valuation disconnect and score collapse
ACCE fair value $42.44 vs current $17.85 (58% gap). ACCE score fell 7 points in 90 days (47 to 40), signalling deteriorating fundamentals or model confidence.
moderate
Elevated short interest and insider selling
Short interest 28.9% with $0.12M insider sales and zero buys in last 10 disclosures. Suggests weak insider conviction amid bearish positioning.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Stock trades at just 7.4x forward earnings despite a 33.1% five-year revenue growth track record.
Recent earnings beat expectations by 23.5%, suggesting management guidance may be conservative.
Company repurchased 2.9% of shares while generating positive free cash flow of $22M.
Why it could disappoint
Revenue collapsed 34.3% year over year, indicating a sharp deterioration in near-term business momentum.
Company burns capital with negative 29.5% return on invested capital and negative 9.5% return on equity.
Free cash flow yield of 1.2% is meager relative to balance sheet leverage of 0.70 debt to equity.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 5, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
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Valuation
INVESTOR
Where SRPT's valuation models land
Price
$17.73
Model fair valueConfidence: low
about $21.64
Model
Fair value
Upside
Analyst consensus
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores
ACCE Biotech Catalysts sits at NAV 1080.42 with VRTX, BMRN, LLY, REGN and SRPT holding the top five slots. Here's what the weights and sector signals reveal.
2026-07-29
Recommendation history, last 12 months
Date
Type
New
Previous
Price
16 Oct 2026, 00:00 CEST
ACCE price target
$19.00
$42.44
$17.79
8 Oct 2026, 00:00 CEST
Fair value
$4.70
$4.75
$17.31
5 Oct 2026, 00:00 CEST
Fair value
$4.75
$5.00
$17.50
29 Sept 2026, 00:00 CEST
Fair value
$5.00
$5.16
$18.67
27 Sept 2026, 00:00 CEST
Fair value
$5.16
$6.34
$18.67
24 Sept 2026, 00:00 CEST
Fair value
$6.34
$6.08
$20.81
20 Sept 2026, 00:00 CEST
Fair value
$6.08
$6.32
$20.11
17 Sept 2026, 00:00 CEST
Fair value
$6.32
$6.20
$20.92
15 Sept 2026, 00:00 CEST
Fair value
$6.20
$6.35
$20.45
10 Sept 2026, 00:00 CEST
Fair value
$6.35
$6.89
$20.94
Price
-22.3% · 1Y
Ask anything about SRPT
Answered from Sarepta Therapeutics Inc. Common Stock (DE) fundamentals + recent valuations. Every number shows its source and date.