Market Cap
$1.7B
STOK
Stoke Therapeutics, Inc.
$25.91 ▼ -0.39%
Prev close $26.01Market cap$1.7B
ConsensusStrong Buy
12-mo target$46.46 (+78.8%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (3 insiders)24 New Institutional Positions11 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on STOK right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (95%)
Inst. Holders
50 funds
Inst. Value
$1.7B
Inst. Activity
24 buys / 11 sells
Insider Activity
$0.00 buy / $2.3M sell
Insider Net $
-$2.3M
SEC Reports
9
Price chart 30d -15.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 short_volume
Short Volume: STOK — 58.1% short (0.3M / 0.6M)
Short: 347,653 | Exempt: 10,870 | TRF Vol: 598,565 | Short Ratio: 58.1% | Off-exchange volume (dark
Sep 23, 2026 Insider
Cumbo Alexander was granted 39,674 shares
Director
Sep 1, 2026 Insider
Ticho Barry sold 1,600 shares
CHIEF MEDICAL OFFICER @ $31.06 ($49.7K)
Sep 1, 2026 Insider
Aug 19, 2026 SEC Ticho Barry sold 3,945 shares
CHIEF MEDICAL OFFICER @ $30.51 ($120.4K)
Two Stoke Therapeutics insiders — a director and the general counsel — executed open-market sales totaling $469K on Augu
CLUSTER — Impact 3/10
Stoke Therapeutics filed a prospectus supplement to sell up to $200 million of common stock in an at-the-market (ATM) of
8-K — Impact 6/10
Stoke Therapeutics filed a 424B5 prospectus supplement to upsize its at-the-market (ATM) equity offering facility from $
424B5 — Impact 6/10
Jun 30, 2026 Inst.
STATE STREET CORP — ADD
2,852,240 shares ($93.3M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
95% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 4, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Aug 4, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Aug 4, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 4, 2026 | Chardan Capital | MAINTAIN | Buy | 49% |
| Jul 13, 2026 | Goldman Sachs | INITIATE | Buy | 54% |
| May 11, 2026 | BTIG | REITERATE | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 11 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 8 | 10 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% | |
| Jun 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% | |
| May 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% | |
| Apr 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 8 | 9 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 6 | 9 | 1 | 0 | 0 | 94% |
Price targets
Where 13 covering analysts think STOK trades over the next 12 months.
$46.46 +78.8% upside Strong Buy
Current$25.99 Low$35.00 Median$44.00 High$60.00 13 analysts
$35.00$60.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 3 bearish, 0 mixed, 5 neutral · avg impact 4.3/10.
NEUTRALCLUSTER3/10
Two Stoke Therapeutics insiders — a director and the general counsel — executed open-market sales to
Aug 19, 2026
BEARISH8-K6/10
Stoke Therapeutics filed a prospectus supplement to sell up to $200 million of common stock in an at
Aug 3, 2026
BEARISH424B56/10
Stoke Therapeutics filed a 424B5 prospectus supplement to upsize its at-the-market (ATM) equity offe
Aug 3, 2026
BULLISH8-K6/10
Stoke Therapeutics completed enrollment of 162 patients into the Phase 3 EMPEROR study of zorevuners
Jun 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: STOK — 58.1% short (0.3M / 0.6M)
Short: 347,653 | Exempt: 10,870 | TRF Vol: 598,565 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: STOK — 82.6% short (0.4M / 0.5M)
Short: 415,203 | Exempt: 4 | TRF Vol: 502,382 | Short Ratio: 82.6% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: STOK — 82.6% short (0.5M / 0.6M)
Short: 457,421 | Exempt: 15,920 | TRF Vol: 553,790 | Short Ratio: 82.6% | Off-exchange volume (dark pool + OTC)
Aug 13, 2026
ftd
FTD: STOK — 17,769 shares ($0.6M) failed to deliver
Settlement: 20260813, Price: $32.97, FTD Value: $585,843.93, STOKE THERAPEUTICS INC COM
Aug 11, 2026
short_volume
Short Volume: STOK — 71.4% short (0.5M / 0.6M)
Short: 461,063 | Exempt: 1,497 | TRF Vol: 645,977 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.91 | $-1.02–$-0.70 | -40.5% | -10.5% | 1↑ 3↓ | $0.0B | 12 |
| Next Q | $-0.97 | $-1.30–$-0.70 | -0.1% | -9.2% | 0↑ 3↓ | $0.0B | 12 |
| Current FY | $-3.62 | $-3.95–$-3.13 | -2917.2% | -10.1% | 0↑ 4↓ | $0.0B | 12 |
| Next FY | $-3.52 | $-4.50–$-2.55 | 2.9% | -13.8% | 0↑ 4↓ | $0.0B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.914 | — |
| 7d ago | $-0.912 | -0.002 |
| 30d ago | $-0.826 | -0.087 |
| 60d ago | $-0.812 | -0.102 |
| 90d ago | $-0.812 | -0.102 |
Institutional ownership
Which big funds own STOK (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.7B total value (50,472,315 shares) as of 2026-Q2. Top holders: BlackRock,, RTW, FMR. Net buying activity: 24 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,877,357 | $192.3M | 11.6% | — |
| RTW INVESTMENTS, LP | 5,623,525 | $184.0M | 11.1% | — |
| FMR LLC | 5,313,100 | $173.8M | 10.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,519,301 | $115.2M | 7.0% | DOUBLED +320.7% |
| MORGAN STANLEY | 3,452,795 | $113.0M | 6.8% | — |
| BAKER BROS. ADVISORS LP | 3,336,697 | $109.2M | 6.6% | — |
| TORONTO DOMINION BANK | 3,173,258 | $103.8M | 6.3% | — |
| STATE STREET CORP | 2,852,240 | $93.3M | 5.7% | ADD +25.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,586,937 | $84.6M | 5.1% | — |
| Jupiter Topco LLC | 1,814,408 | $59.4M | 3.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | ADD | 2,276,512 | 2,852,240 | +25.3% | $93.3M |
| Polar Capital Holdings Plc | TRIM | 1,132,511 | 833,716 | -26.4% | $27.3M |
| GOLDMAN SACHS GROUP INC | TRIM | 830,702 | 575,344 | -30.7% | $18.8M |
| FIRST TRUST ADVISORS LP | DOUBLED | 163,459 | 490,913 | +200.3% | $16.1M |
| CITADEL ADVISORS LLC | DOUBLED | 123,022 | 489,301 | +297.7% | $16.0M |
| JANE STREET GROUP, LLC | DOUBLED | 64,349 | 331,701 | +415.5% | $10.9M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 472,141 | 261,028 | -44.7% | $8.5M |
| BANK OF AMERICA CORP /DE/ | TRIM | 543,095 | 259,708 | -52.2% | $8.5M |
| UBS Group AG | ADD | 158,304 | 207,112 | +30.8% | $6.8M |
| Schonfeld Strategic Advisors LLC | DOUBLED | 49,302 | 102,229 | +107.4% | $3.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$2.3M — $0.00 bought, $2.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Cumbo Alexander | Director | AWARD | 39,674 | — | — |
| Sep 1, 2026 | Ticho Barry | CHIEF MEDICAL OFFICER | SELL | 1,600 | $31.06 | $49.7K |
| Sep 1, 2026 | Ticho Barry | CHIEF MEDICAL OFFICER | SELL | 3,945 | $30.51 | $120.4K |
| Aug 18, 2026 | Allan Jonathan | GENERAL COUNSEL & CORP SEC | SELL | 2,716 | $32.01 | $86.9K |
| Aug 18, 2026 | Allan Jonathan | GENERAL COUNSEL & CORP SEC | SELL | 145 | $32.47 | $4.7K |
| Aug 18, 2026 | Kaye Edward M. MD | Director | SELL | 11,930 | $32.01 | $381.8K |
| Aug 18, 2026 | Kaye Edward M. MD | Director | SELL | 637 | $32.47 | $20.7K |
| Aug 18, 2026 | Ticho Barry | CHIEF MEDICAL OFFICER | SELL | 4,525 | $32.01 | $144.8K |
| Aug 18, 2026 | Ticho Barry | CHIEF MEDICAL OFFICER | SELL | 242 | $32.47 | $7.9K |
| Aug 14, 2026 | Allan Jonathan | GENERAL COUNSEL & CORP SEC | EXERCISE | 6,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for STOK.
Shares short
11,150,236
Settlement Sep 15, 2026
Change vs prior
-0.5%
Semi-monthly cycle
Days to cover
17.3
At avg daily volume
Of shares outstanding
≈17.3%
Estimate — not % of float
All STOK filing & press-release reports (9)
- CLUSTER reportAug 19, 2026
- 8-K reportAug 3, 2026
- 424B5 reportAug 3, 2026
- 8-K reportJun 30, 2026
- 8-K reportMay 7, 2026
- DEFA14A reportApr 22, 2026
- 8-K reportApr 7, 2026
- CLUSTER reportMar 24, 2026
- CLUSTER reportMar 17, 2026