BioCryst Pharmaceuticals stock gets a USD 13.00 JPMorgan target

Published on 10/01/2026 at 02:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BioCryst Pharmaceuticals stock generated USD 218.25 million in Q2 2026 revenue, up 33.6 percent year over year. JPMorgan lifted its target while keeping a neutral rating.

BCRX, US09058V1035, Illustration mit AI erstellt.

BioCryst Pharmaceuticals (ISIN US09058V1035) received a higher JPMorgan price target of USD 13.00 on September 30, 2026, up from USD 12.00, while the bank kept a neutral rating, according to MarketBeat. The move came against a business that delivered a profitable second quarter and raised parts of its 2026 outlook.

Q2 revenue beats consensus

BioCryst reported USD 218.25 million in Q2 2026 revenue, compared with analyst expectations of USD 183.28 million. Revenue therefore exceeded consensus by USD 34.97 million, while reported EPS of USD 0.30 topped the USD 0.15 estimate, according to MarketBeat. The company said revenue increased 33.6 percent from the same quarter of 2025.

The latest filing summary also lists USD 158.2 million of ORLADEYO revenue and a GAAP operating profit of USD 98.5 million for Q2 2026. That mix makes the commercial product the immediate earnings engine while the pipeline remains a longer-term valuation factor, according to StockTitan.

Guidance sets the next test

BioCryst's 2026 guidance targets ORLADEYO revenue of USD 625 million to USD 645 million and total revenue of USD 690 million to USD 715 million. Non-GAAP operating expenses are guided to USD 420 million to USD 440 million, below the earlier USD 450 million to USD 470 million range, according to StockTitan.

The main counterweight is competition in hereditary angioedema. Yahoo Finance reported on September 10, 2026, that RBC cut its rating from Outperform to Sector Perform and reduced its target from USD 13.00 to USD 11.00 after rival Pharvaris published late-stage data. BioCryst's navenibart program offers a separate pipeline option, with Phase 3 data expected in Q3 2027.

Nasdaq valuation remains measured

BioCryst had a market capitalization of USD 2.1 billion as of October 1, 2026. The stock's 52-week range was USD 6.00 to USD 11.22, while the latest Nasdaq quote was USD 8.33 on September 30, 2026 at 4:00 p.m. ET.