Septerna, Inc.( NASDAQ:SEPN ) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's forecasts. The analysts greatly increased their revenue estimates, suggesting a stark improvement in business fundamentals. Investors have been pretty optimistic on Septerna too, with the stock up 13% to US$26.95 over the past week. We'll be curious to see if these new estimates convince the market to lift the stock price higher still.
After the upgrade, the nine analysts covering Septerna are now predicting revenues of US$83m in 2026. If met, this would reflect a notable 15% improvement in sales compared to the last 12 months. Per-share losses are expected to explode, reaching US$1.74 per share. However, before this estimates update, the consensus had been expecting revenues of US$66m and US$1.94 per share in losses. So there's been quite a change-up of views after the recent consensus updates, with the analysts making a sizeable increase to their revenue forecasts while also reducing the estimated loss as the business grows towards breakeven.
See our latest analysis for Septerna
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Septerna's past performance and to peers in the same industry. It's pretty clear that there is an expectation that Septerna's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 21% growth on an annualised basis. This is compared to a historical growth rate of 7,296% over the past year. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 8.7% per year. So it's pretty clear that, while Septerna's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
The Bottom Line
The highlight for us was that the consensus reduced its estimated losses this year, perhaps suggesting Septerna is moving incrementally towards profitability. They also upgraded their revenue estimates for this year, and sales are expected to grow faster than the wider market. More bullish expectations could be a signal for investors to take a closer look at Septerna.
Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. We have estimates - from multiple Septerna analysts - going out to 2028, and you can see them free on our platform here.
Of course, seeing company management invest large sums of moneyin a stock can be just as useful as knowing whether analysts are upgrading their estimates. So you may also wish to search this free list of stocks with high insider ownership .
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