Supernus Pharmaceuticals (NASDAQ:SUPN – Get Free Report) issued its earnings results on Thursday. The specialty pharmaceutical company reported $0.35 earnings per share for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.14), FiscalAI reports. The business had revenue of $208.60 million during the quarter, compared to analysts’ expectations of $217.56 million. Supernus Pharmaceuticals had a positive return on equity of 11.13% and a negative net margin of 13.23%. Supernus Pharmaceuticals’s quarterly revenue was up 18.0% compared to the same quarter last year. During the same period last year, the firm posted ($0.80) EPS.
Here are the key takeaways from Supernus Pharmaceuticals’ conference call:
- Strong third-quarter performance: Revenue rose 18% year over year to a record $226.8 million, while GAAP net income reached $20.9 million versus a $45.1 million loss in the prior-year quarter.
- Management raised standalone 2026 guidance, now expecting total revenue of $875 million–$900 million and non-GAAP operating earnings of $160 million–$180 million.
- Growth products continued to gain momentum, with combined revenue from Qelbree, ZURZUVAE, ONAPGO, and GOCOVRI up 43%; Qelbree prescriptions increased 18%, ZURZUVAE U.S. sales grew about 53%, and ONAPGO sales rose 27% sequentially.
- Supernus and Indivior shareholders approved the merger, with closing expected November 2. Management remains confident in achieving the projected $125 million in annual cost synergies and plans to issue combined 2027 guidance in February.
- SPN-820 and SPN-817 Phase IIb trials continue enrolling, while SPN-443 is expected to enter Phase I by year-end; SPN-817 epilepsy data may not be available until 2028 because recruitment is progressing slowly.
Supernus Pharmaceuticals Price Performance
SUPN traded up $0.94 during midday trading on Friday, hitting $42.78. 482,610 shares of the company’s stock traded hands, compared to its average volume of 769,337. The company has a market cap of $2.49 billion, a PE ratio of -22.28, a price-to-earnings-growth ratio of 1.21 and a beta of 0.55. The stock’s fifty day simple moving average is $42.61 and its 200-day simple moving average is $47.37. Supernus Pharmaceuticals has a one year low of $37.54 and a one year high of $59.68.
Wall Street Analyst Weigh In
Several equities analysts recently issued reports on SUPN shares. Cantor Fitzgerald raised their target price on Supernus Pharmaceuticals from $63.00 to $67.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Wall Street Zen cut shares of Supernus Pharmaceuticals from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Weiss Ratings restated a “sell (d+)” rating on shares of Supernus Pharmaceuticals in a research note on Monday, September 21st. Finally, Zacks Research cut Supernus Pharmaceuticals from a “hold” rating to a “strong sell” rating in a research report on Monday, October 5th. One research analyst has rated the stock with a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Reduce” and an average target price of $62.33.
Get Our Latest Analysis on Supernus Pharmaceuticals
Supernus Pharmaceuticals News Roundup
Here are the key news stories impacting Supernus Pharmaceuticals this week:
- Positive Sentiment: Supernus reported third-quarter 2026 earnings of $0.93 per share, well above the $0.49 analyst consensus, while revenue also exceeded expectations. Earnings were below the $1.01 reported a year earlier, but the result still represents a substantial beat versus estimates. Supernus Pharmaceuticals Beats Q3 Earnings and Revenue Estimates
- Positive Sentiment: Management provided an optimistic full-year sales outlook, signaling confidence in demand for the company’s commercial portfolio and potentially improving expectations for future revenue. Supernus Pharmaceuticals Delivers Impressive Q3 2026
- Positive Sentiment: Supernus continues advancing the Phase 2 SPN-821 study for depression. Progress in this clinical program adds a potential future catalyst, particularly if the trial produces positive efficacy or safety data. Supernus Advances SPN-821 Depression Trial
- Neutral Sentiment: The earnings call and company release provided additional details on the quarter and development programs, but investors are likely focused primarily on the earnings beat, forward sales guidance and SPN-821’s clinical progress. Supernus Announces Third Quarter 2026 Financial Results
- Negative Sentiment: One market report listed EPS of $0.35 and revenue of $208.6 million, below consensus estimates of $0.49 and $217.56 million, respectively. This conflicts with the separate report showing a $0.93 EPS beat and may reflect a data or reporting discrepancy; investors should verify the company’s filing. Supernus Pharmaceuticals Earnings Report
About Supernus Pharmaceuticals
Supernus Pharmaceuticals, Inc is a specialty pharmaceutical company focused on developing and commercializing therapies for disorders of the central nervous system. The company’s activities center on epilepsy, attention-deficit/hyperactivity disorder (ADHD), and other neurological conditions, with an emphasis on products designed to provide differentiated dosing or delivery characteristics.
Supernus’ marketed products include Trokendi XR (topiramate extended-release) for the prevention of migraine headaches and the treatment of certain seizure disorders, Oxtellar XR (oxcarbazepine extended-release) for partial-onset seizures, and Qelbree (viloxazine extended-release) for ADHD in patients six years of age and older.
Featured Articles
- Five stocks we like better than Supernus Pharmaceuticals
- Breaching the Valuation: The Real Reason Fortinet Dropped
- Microsoft Earnings Expose a Growing Divide in the Magnificent 7 AI Trade
- Silicon Shock: Intel’s 25% Valuation Reset
- Advanced Micro Devices’ Meta Platforms Partnership Goes Beyond a $1 Billion Investment
Receive News & Ratings for Supernus Pharmaceuticals Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Supernus Pharmaceuticals and related companies with MarketBeat.com's FREE daily email newsletter.
