Post-earnings recap
Reported
Wed, Aug 5, 2026
EPS actual
$0.30
EPS est.
$0.14
EPS surprise
+109.79%
1-day move
+0.55%
BioCryst Pharmaceuticals reported better-than-expected earnings per share, which contributed to a slight increase in stock price. However, the company did not provide revenue figures or guidance, leaving some uncertainty for investors. The stock's modest gain reflects positive sentiment around the EPS surprise but also highlights the lack of additional information from management.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.30 | $0.23 | +109.79% |
| Revenue | — | $183M | — |
No transcript is on record, and the analysis is based on numerical results only.
BioCryst Pharmaceuticals, Inc. is a biotechnology company focused on developing innovative treatments for rare diseases. With a market cap of $3 billion, it operates in the health care sector, aiming to address unmet medical needs through its unique drug development pipeline.
Last quarter
In Q1-2026, BioCryst reported an EPS of -$2.98, significantly missing expectations. This disappointing performance led to a 2.21% drop in stock price the following day.
EPS beat streak
1Q
EPS beat rate
63%
Avg EPS surprise
-340.96%
Avg 1-day reaction
+0.90%
Analysts expect BioCryst to report a modest recovery in Q2-2026, with a consensus EPS of $0.23 and revenue of $183 million. The market will be watching closely for any signs of improvement following last quarter's significant miss.
Bull case
If BioCryst can meet or exceed the EPS and revenue estimates, it may signal a turnaround in performance, boosting investor confidence and potentially leading to a strong stock rally.
Bear case
Conversely, if the company fails to meet expectations again, it could raise concerns about its growth prospects and lead to further declines in stock price.
Key metrics to watch
Earnings Per Share (EPS)
$0.23EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
$183MRevenue figures provide insight into the company's sales performance and market demand for its products.
The print will turn on these.
Q1
Will BioCryst achieve an EPS of at least $0.23?
This figure is crucial for assessing the company's recovery and growth potential after last quarter's significant loss.
Q2
What revenue figures will BioCryst report, and how do they compare to the $183 million consensus?
Revenue performance will indicate market demand for BioCryst's products and its ability to generate sales growth.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±12.7%
Why consensus could be wrong
The consensus may underestimate the potential for BioCryst to recover from last quarter's miss, as the company has shown strong performance in previous quarters.
Supporting evidence
BioCryst has a history of beating EPS estimates 63% of the time, indicating potential for positive surprises.
The options market is pricing in a larger move than historical averages, suggesting traders expect significant volatility.
Past performance shows that the stock can rebound sharply after a miss, as seen in Q4-2025.
Key risk
If BioCryst's revenue exceeds $235 million, it could significantly shift the market's perception of its growth trajectory.
Pre-commit to what would confirm each case.
The market is weighing the potential for recovery against the backdrop of last quarter's disappointing results.
Bull confirmed if
Achieving an EPS of $0.23 or better would confirm the bullish case for BioCryst's recovery.
Bear confirmed if
An EPS below $0.08 would support the bearish case, raising doubts about the company's future prospects.
What the market is pricing for the move.
Implied Move
±28.46%
Historical Avg
±8.7%
The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings announcement.
Options are pricing ±28.5% while BCRX has averaged ±8.7% over the last 8 prints — setup is pricing rich.
ATM IV
0.7%
30d HV
53.1%
Smart-money positioning from the most recent 13F filings.
Institutional
105.31%
of float
Insider
1.28%
of float
Holders
418
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
23,893,036 sh · $200.7M
9.35%
5.5%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If BioCryst beats expectations, history suggests the stock could rise by about 7.73%, confirming a positive turnaround narrative.
In line / cautious
A result in line with expectations may lead to a muted response, as investors await further clarity on future growth.
Miss
If the company misses again, the average historical reaction indicates a potential decline of around 8.34%, raising concerns about its viability.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
1
1 buy·0 sells
Members
1
House only
Est. Notional
$1,001.00–$15,000.00
disclosed dollar ranges
Most Active Members
1 trade
The lines on the call that would change the story.
RA Capital Management, L.P.
15,827,186 sh · $132.9M
6.19%
Flat
State Street Corporation
15,191,098 sh · $127.6M
5.94%
24.4%
Deerfield Management Company, L.P
15,096,403 sh · $126.8M
5.91%
0.4%
Vanguard Capital Management LLC
11,364,236 sh · $95.5M
4.45%
2.0%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net buying
Recent Transactions
Traded Jul 10, 2026 · disclosed Sep 4, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.