Equity Profile

DAWN

Day One Biopharmaceuticals, Inc.

Health CareBiotechnology

May5Tue

Pre-Earnings Brief

UpcomingQ1-2026After Close5:00 PM EDT

Company Snapshot

Day One Biopharmaceuticals, Inc. is a biotechnology company focused on developing innovative therapies for patients with serious diseases....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability, and investors will be looking for signs of improvement or continued losses.

$-0.17

Revenue

Revenue figures will provide insight into the company's sales performance and market demand for its products.

$54M

Wall Street expectations, options signals, track record, and call prep available with Pro.

DAWN Q1-2026 Earnings Preview

Context

Company Snapshot

Day One Biopharmaceuticals, Inc. is a biotechnology company focused on developing innovative therapies for patients with serious diseases. Operating in the health care sector, its work is particularly relevant as the demand for effective treatments continues to rise, especially in the context of ongoing health challenges.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

-8.39%

Avg Stock Reaction

-1.23%

Last Quarter Recap

In Q4-2025, Day One Biopharmaceuticals reported an EPS of $-1.04, significantly missing expectations. The stock reacted positively the following day, increasing by 2.74%, despite the disappointing earnings.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Day One Biopharmaceuticals to report a narrower loss this quarter, with revenue estimates suggesting modest growth. Investors will be keen to see if the company can meet or exceed these expectations.

Bull Case

If the company can show a smaller loss than expected and revenue at the higher end of the forecast, it may indicate improving operational efficiency and market acceptance of its products.

Bear Case

Conversely, if losses widen or revenue falls short, it could raise concerns about the company's financial health and its ability to deliver on its growth strategy.

Key Metrics to Watch

EPS

$-0.17

Earnings per share is a key indicator of profitability, and investors will be looking for signs of improvement or continued losses.

Revenue

$54M

Revenue figures will provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS come in better than the consensus estimate of $-0.17?

A smaller loss could signal improving financial health and operational efficiency, which would be a positive indicator for investors.

Can revenue reach or exceed the consensus estimate of $54M?

Meeting or exceeding revenue expectations would suggest strong market demand for Day One's products and could boost investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Day One to narrow its losses this quarter, as previous quarters have shown a consistent trend of beating EPS estimates.

Supporting Evidence

Day One has a 75% EPS beat rate over the last eight quarters, indicating a tendency to outperform expectations.

The options market is pricing a larger move than historical averages, suggesting that traders anticipate significant developments.

The stock has shown resilience in the face of disappointing earnings in the past, often rebounding in subsequent trading sessions.

Key Risk

If the company reports an EPS better than $-0.17, it could shift the narrative significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Day One can improve its financial performance after a series of mixed results in previous quarters.

Bull Confirmed If

Achieving an EPS of $-0.09 or better would confirm the bull case.

Bear Confirmed If

An EPS of $-0.28 or worse would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±12.3%

Historical Avg

±2.7%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.3% while DAWN has averaged ±2.7% over the last 8 prints — setup is pricing rich.

Detail

30d HV

2.5%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Health Care

n=30

Fade rate: 13 of 29 (45%)

This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 3.6%, with a raw directional average of -1.3% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Day One beats expectations, history suggests the stock could see an average one-day move of +2.66%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors digest the details of management's commentary.

Miss

Should the company miss expectations, history indicates an average one-day move of -0.29%, which could lead to further concerns about its financial stability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product pipeline advancements or new therapies in development.
2Management's commentary on market demand and customer feedback for existing products.
3Insights into cost management strategies and their impact on future profitability.
4Details on partnerships or collaborations that could enhance growth prospects.
5Any guidance on future earnings or revenue expectations for the upcoming quarters.

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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Day One Biopharmaceuticals, Inc. is a biotechnology company focused on developing innovative therapies for patients with serious diseases....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability, and investors will be looking for signs of improvement or continued losses.

$-0.17

Revenue

Revenue figures will provide insight into the company's sales performance and market demand for its products.

$54M

Wall Street expectations, options signals, track record, and call prep available with Pro.

DAWN Q1-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

-8.39%

Avg Stock Reaction

-1.23%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company can show a smaller loss than expected and revenue at the higher end of the forecast, it may indicate improving operational efficiency and market acceptance of its products.

Bear Case

Conversely, if losses widen or revenue falls short, it could raise concerns about the company's financial health and its ability to deliver on its growth strategy.

Key Metrics to Watch

EPS

$-0.17

Earnings per share is a key indicator of profitability, and investors will be looking for signs of improvement or continued losses.

Revenue

$54M

Revenue figures will provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS come in better than the consensus estimate of $-0.17?

A smaller loss could signal improving financial health and operational efficiency, which would be a positive indicator for investors.

Can revenue reach or exceed the consensus estimate of $54M?

Meeting or exceeding revenue expectations would suggest strong market demand for Day One's products and could boost investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Day One to narrow its losses this quarter, as previous quarters have shown a consistent trend of beating EPS estimates.

Supporting Evidence

Day One has a 75% EPS beat rate over the last eight quarters, indicating a tendency to outperform expectations.

The options market is pricing a larger move than historical averages, suggesting that traders anticipate significant developments.

The stock has shown resilience in the face of disappointing earnings in the past, often rebounding in subsequent trading sessions.

Key Risk

If the company reports an EPS better than $-0.17, it could shift the narrative significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Day One can improve its financial performance after a series of mixed results in previous quarters.

Bull Confirmed If

Achieving an EPS of $-0.09 or better would confirm the bull case.

Bear Confirmed If

An EPS of $-0.28 or worse would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±12.3%

Historical Avg

±2.7%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.3% while DAWN has averaged ±2.7% over the last 8 prints — setup is pricing rich.

Detail

30d HV

2.5%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Health Care

n=30

Fade rate: 13 of 29 (45%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Day One beats expectations, history suggests the stock could see an average one-day move of +2.66%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors digest the details of management's commentary.

Miss

Should the company miss expectations, history indicates an average one-day move of -0.29%, which could lead to further concerns about its financial stability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product pipeline advancements or new therapies in development.
2Management's commentary on market demand and customer feedback for existing products.
3Insights into cost management strategies and their impact on future profitability.
4Details on partnerships or collaborations that could enhance growth prospects.
5Any guidance on future earnings or revenue expectations for the upcoming quarters.