William Blair Analyzes Krystal Biotech's Upcoming Earnings

Krystal Biotech, Inc. (NASDAQ:KRYS) has caught the attention of analysts at William Blair, who recently provided their earnings estimates for the first quarter of 2026. In a research note released to investors on February 19th, analyst S. Corwin forecasted that the company is expected to deliver earnings per share (EPS) of $1.91 for that quarter.

For the current full-year, consensus estimates suggest that Krystal Biotech will achieve an EPS of $6.14. William Blair also projected future earnings, estimating that Q2 2026 will see earnings of $2.36 EPS, Q3 2026 at $2.63 EPS, and Q4 2026 reaching $3.07 EPS.

Latest Earnings Report

Prior to these projections, Krystal Biotech released its earnings results on February 24th. The company reported an EPS of $1.52, which exceeded analysts' expectations of $1.29 by $0.23. Revenue for the quarter amounted to $91.10 million, slightly below the consensus estimate of $91.35 million. It's noteworthy that the firm's net margin stood at 30.69%, with a return on equity of 11.41%. Krystal Biotech's revenue increased significantly, up 116.4% compared to the same quarter of the previous year.

Analyst Ratings and Price Targets

Several other equity research analysts have also provided updates regarding Krystal Biotech. Chardan Capital raised their target price from $212.00 to $218.00, maintaining a "buy" rating. HC Wainwright kept their "buy" rating intact and set a price objective of $221.00 in their research note. Citigroup, on the other hand, raised their price target from $206.00 to $215.00 while assigning a "neutral" rating. Cantor Fitzgerald also reaffirmed an "overweight" rating with a $215.00 price target.

Overall, the consensus from investment analysts is positive, with one analyst holding a "hold" rating, six issuing a "buy" rating, and one giving it a strong buy rating. According to MarketBeat, the average rating for Krystal Biotech shares is "Buy," accompanied by an average price target of $210.00.

Stock Performance

On Friday, shares of Krystal Biotech opened at $182.62. The company has a market capitalization of $5.25 billion, a price-to-earnings (PE) ratio of 61.08, and a beta of 0.84. Over the past weeks, the stock has shown a fifty-day moving average of $157.37 and a 200-day moving average of $175.23, with a 52-week range fluctuating from $107.50 to $219.34.

Institutional Investors' Movements

Recent changes in institutional ownership have been significant. During the third quarter, Wilmington Savings Fund Society FSB made a new investment in Krystal Biotech worth about $40,000. Values First Advisors Inc. also added shares valued at approximately $53,000. Additionally, Huntington National Bank increased its ownership by 97.6%, bringing its total to 573 shares valued at $104,000 after acquiring more shares during the last quarter. Blue Trust Inc. also significantly increased its stake by 242.4% in the same period.

Currently, institutional investors hold 86.29% of Krystal Biotech's stock, indicating strong institutional interest in the company.

Insider Transactions

In recent insider news, Suma Krishnan, a company insider, sold 25,000 shares on December 13th at an average price of $164.78, totaling about $4,119,500. After this transaction, the insider holds 1,475,882 shares, valued at approximately $243 million. This sale reflects a decrease of 1.67% in their ownership, which was filed with the Securities and Exchange Commission.

About Krystal Biotech

Krystal Biotech is a commercial-stage biotechnology firm focused on discovering, developing, and commercializing genetic medicines for patients with rare diseases in the United States. The company is known for commercializing VYJUVEK (beremagene geperpavec-svdt, or B-VEC), aimed at treating dystrophic epidermolysis bullosa (DEB).

Earnings, Stocks, Biotech