Nasdaq· Pharmaceutical Preparations· Inc. DE· CIK 0001579428

AXSM

Axsome Therapeutics, Inc.
$177.24 ▼ -2.66%
Prev close $182.07
Market cap$9.7B
ConsensusStrong Buy
12-mo target$284.63 (+60.6%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on AXSM right now — valuation, ownership and activity at a glance.
Market Cap
$9.7B
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (93%)
Inst. Holders
50 funds
Inst. Value
$6.7B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $61.1M sell
Insider Net $
-$61.1M
Social Sentiment
50° Neutral
SEC Reports
17
Press Releases
6
Price chart 30d -15.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
May 1, 2027 fda_pdufa
PDUFA: AXSM — AXS-12 in cataplexy in narcolepsy — 2027-05-01
FDA target action date 2027-05-01 for AXSM (Axsome Therapeutics, Inc.). Drug: AXS-12. Indication: ca
Sep 3, 2026 Insider
Jacobson Mark L. acquired via exercise 10,000 shares
Chief Operating Officer @ $12.95 ($129.5K)
Sep 3, 2026 Insider
Jacobson Mark L. sold 10,000 shares
Chief Operating Officer @ $208.65 ($2.1M)
Aug 17, 2026 Event
AUVELITY
WARNING: SUICIDAL THOUGHTS AND BEHAVIORS Antidepressants increased the risk of suicidal thoughts and
Aug 11, 2026 SEC
Q2 2026 13F cluster for Axsome Therapeutics shows a mixed institutional picture: 9 smaller buyers added $24.4M in new po
INST-CLUSTER — Impact 5/10
Aug 10, 2026 SEC
Axsome reported Q2 2026 net product revenue of $218.4M (+46% YoY), beating the $221.8M consensus, but GAAP EPS of -$1.26
PRESS-RELEASE — Impact 6/10
Aug 10, 2026 SEC
Axsome Therapeutics reported Q2 2026 total net product revenue of $218.4M (+46% YoY), driven by AUVELITY ($180.3M, +51%
8-K — Impact 6/10
Aug 6, 2026 Insider
TABUTEAU HERRIOT sold 4,660 shares
Chief Executive Officer @ $213.95 ($997.0K)
Analyst ratings buy % -3.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 93% rate it Buy or better · 28 analysts
Strong Buy 10 36% Buy 16 57% Hold 2 7% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 29, 2026Deutsche BankMAINTAINBuy 58%
Sep 25, 2026Morgan StanleyMAINTAINEqual-Weight 55%
Sep 23, 2026Truist SecuritiesMAINTAINBuy 55%
Sep 18, 2026Piper SandlerREITERATEOverweight 54%
Aug 31, 2026HC Wainwright & Co.REITERATEBuy 43%
Aug 12, 2026MizuhoMAINTAINOutperform 52%
Aug 11, 2026Morgan StanleyMAINTAINEqual-Weight 55%
Aug 11, 2026RBC CapitalMAINTAINOutperform 55%
Aug 11, 2026GuggenheimMAINTAINBuy 52%
Aug 11, 2026Wells FargoMAINTAINOverweight 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026101620093%
Aug 1, 2026101620093%
Jul 1, 2026101520093%
Jun 1, 2026101520093%
May 1, 2026101520093%
Apr 1, 202691520092%
Mar 1, 202691520092%
Feb 1, 202691520092%
Price targets
Where 22 covering analysts think AXSM trades over the next 12 months.
$284.63 +60.6% upside Strong Buy
Current$177.24 Low$246.00 Median$278.00 High$380.00 22 analysts
$246.00$380.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
2 mentions 0 bullish 0 bearish 2 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 3 bullish, 0 bearish, 4 mixed, 10 neutral · avg impact 4.5/10.Plus 6 press releases.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
May 1, 2027
fda_pdufa
PDUFA: AXSM — AXS-12 in cataplexy in narcolepsy — 2027-05-01
FDA target action date 2027-05-01 for AXSM (Axsome Therapeutics, Inc.). Drug: AXS-12. Indication: cataplexy in narcolepsy. FDA set PDUFA target action
Sep 14, 2026
ftd
FTD: AXSM — 20,192 shares ($4.5M) failed to deliver
Settlement: 20260914, Price: $220.75, FTD Value: $4,457,384, AXSOME THERAPEUTICS INC COM ST
Sep 7, 2026
dark_pool
Dark Pool: AXSM — 0.9M shares, 29,419 trades
Week starting 2026-09-07. Total ATS volume: 858,301 shares across 29,419 trades.
Aug 31, 2026
other
Axsome Therapeutics Initiates SUMMIT Phase 3 Trial of AXS-05 in Smoking Cessation
NEW YORK, Aug. 31, 2026 (GLOBE NEWSWIRE) -- Axsome Therapeutics, Inc. (NASDAQ: AXSM), a biopharmaceutical company leading a new era in the treatment o
Aug 31, 2026
dark_pool
Dark Pool: AXSM — 0.9M shares, 34,380 trades
Week starting 2026-08-31. Total ATS volume: 910,698 shares across 34,380 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$-0.49$-1.00–$-0.0348.4%-4.8%2↑ 6↓$0.3B12
Next Q$0.04$-0.55–$0.68106.6%-49.5%3↑ 5↓$0.3B12
Current FY$-2.69$-3.79–$-1.6022.5%-2.2%2↑ 6↓$1.0B12
Next FY$4.72$0.37–$7.83275.2%-6.3%3↑ 6↓$1.5B12
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$-0.485—
7d ago$-0.479-0.006
30d ago$-0.463-0.022
60d ago$-0.307-0.178
90d ago$-0.334-0.151
Institutional ownership
Which big funds own AXSM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.7B total value (27,344,432 shares) as of 2026-Q2. Top holders: NOMURA, BlackRock,, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
NOMURA ASSET MANAGEMENT CO LTD0$0.000.0%—
BlackRock, Inc.3,103,708$759.7M11.4%—
VANGUARD PORTFOLIO MANAGEMENT LLC1,983,514$485.5M7.3%—
VANGUARD CAPITAL MANAGEMENT LLC1,965,086$481.0M7.2%—
Invesco Ltd.1,671,684$409.2M6.1%—
FMR LLC1,539,163$376.7M5.6%—
GEODE CAPITAL MANAGEMENT, LLC967,172$236.8M3.5%—
MORGAN STANLEY804,082$196.8M2.9%ADD +68.7%
STATE STREET CORP785,661$192.3M2.9%—
TWO SIGMA INVESTMENTS, LP669,478$163.9M2.4%—
Recent position changes
FundActionPrevCurrentChangeValue
MORGAN STANLEYADD476,701804,082+68.7%$196.8M
WELLINGTON MANAGEMENT GROUP LLPTRIM1,145,306653,920-42.9%$160.1M
MILLENNIUM MANAGEMENT LLCDOUBLED20,758556,088+2578.9%$136.1M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM812,809539,407-33.6%$132.0M
NORGES BANKNEW—514,266—$125.9M
Assenagon Asset Management S.A.TRIM865,958454,682-47.5%$111.3M
AMERIPRISE FINANCIAL INCDOUBLED176,314428,079+142.8%$104.8M
Qube Research & Technologies LtdADD335,334426,336+27.1%$104.4M
JANE STREET GROUP, LLCDOUBLED4,078403,995+9806.7%$98.9M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED97,550373,067+282.4%$91.3M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 50 transactions. Net -$61.1M — $0.00 bought, $61.1M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 3, 2026Jacobson Mark L.Chief Operating OfficerEXERCISE10,000$12.95$129.5K
Sep 3, 2026Jacobson Mark L.Chief Operating OfficerSELL10,000$208.65$2.1M
Aug 6, 2026TABUTEAU HERRIOTChief Executive OfficerSELL4,660$213.95$997.0K
Aug 6, 2026TABUTEAU HERRIOTChief Executive OfficerEXERCISE4,660$4.95$23.1K
Aug 5, 2026TABUTEAU HERRIOTChief Executive OfficerEXERCISE45,004$4.95$222.8K
Aug 5, 2026TABUTEAU HERRIOTChief Executive OfficerSELL45,004$212.01$9.5M
Jul 1, 2026TABUTEAU HERRIOTChief Executive OfficerEXERCISE49,666$4.95$245.8K
Jul 1, 2026TABUTEAU HERRIOTChief Executive OfficerSELL49,666$240.25$11.9M
Jun 11, 2026JEFFS ROGERDirectorSELL286$249.12$71.2K
Jun 10, 2026Coleman MarkDirectorSELL643$249.00$160.1K
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AXSM.
Shares short
3,139,787
Settlement Sep 15, 2026
Change vs prior
+1.9%
Semi-monthly cycle
Days to cover
5.2
At avg daily volume
Of shares outstanding
≈6.0%
Estimate — not % of float
All AXSM filing & press-release reports (23)