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AXAXSM

Axsome Therapeutics, Inc.

$AXSM·$8.7B·Biotechnology·Healthcare
$161.79-0.3%YTD-11.7%1Y+24.9%
Price updated 11h ago·X counts updated 4d ago
AXAXSM
$AXSMAxsome Therapeutics, Inc.
$161.79-0.27%73 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AXSM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

73X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $AXSM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

The signal is thin but positive. TD Cowen slots $AXSM into its biotech-acquisition candidate list, six September investor conferences are being read as a good-story tell, and post-ADHD-approval Auvelity Rx trends are seen as a plausible catalyst even in a historically weak September market.

Read what X is saying about $AXSM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AXSM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Axsome is a biotech-acquisition candidate per TD Cowen — Auvelity Rx trends and six September conferences are the near-term signals.

Axsome Therapeutics is a specialty CNS biopharma — Auvelity (depression, now ADHD-approved), Sunosi (narcolepsy), and a pipeline of other CNS candidates. The business is accelerating; the stock has gone sideways.

  • The business is accelerating: Q1 revenue +57% YoY at a -25% operating margin — top-line growing fast with Auvelity's label expansion as the actual swing factor, with ROIC still negative because R&D is heavy.
  • The strategic signal is specific: TD Cowen slots Axsome into its biotech-acquisition candidate list — a tangible sell-side framing, with six September investor conferences as a management-engagement positive.
  • 52-week range position is 45% with volume at the 30-day average — mid-range consolidation ahead of Nov 2 earnings, which is a classic coiled pre-event setup.

Nov 2 Q3 is the gate — any Auvelity Rx acceleration (post-ADHD approval) plus a visible M&A commentary extends the move. A soft Auvelity Rx print or any pipeline setback and the stock stays range-bound.

Agrees with X sentimentThe thread has substantive drivers — TD Cowen biotech-acquisition candidate list inclusion, six September investor conferences, Auvelity post-ADHD approval Rx trends — all grounded.

What to watch: Nov 2 Q3 — Auvelity Rx trajectory post-ADHD approval, Sunosi revenue, operating-margin direction, and any M&A commentary. An Auvelity Rx deceleration is the clear invalidator.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict on $AXSM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Commercial CNS biotech with Auvelity approved for major depression and Sunosi for narcolepsy, with CNS pipeline.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $AXSM.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $AXSM

Neutral — Commercial CNS biotech with Auvelity approved for major depression and Sunosi for narcolepsy, with CNS pipeline.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+35.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-63.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-50.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-24.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
16.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-260%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
92.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.99$-0.89-11.0%
Q1 2026May 4, 2026$-1.26$-0.85-48.2%
Q4 2025Feb 23, 2026$-0.71$-0.70-1.4%
Q3 2025Nov 3, 2025$-0.94$-0.82-14.6%
Next earningsMon, Nov 2·consensus EPS $-0.60

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$191.2M+57.4%92.3%-33.1%$-1.26$-20.8M
Q4 FY25$196.0M+65.0%93.7%-15.0%$-0.56$-18.7M
Q3 FY25$171.0M+63.2%93.0%-27.0%$-0.94$988K
Q2 FY25$150.0M+72.1%91.0%-24.5%$-0.97$-32.4M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$962.3M$882.2M – $995.3M-$2.70-$3.79 – -$1.7116
FY27$1.5B$1.2B – $1.8B$4.51-$4.05 – $9.5516
FY28$2.2B$1.7B – $2.8B$12.15-$3.48 – $24.9518
FY29$3.0B$2.5B – $3.4B$21.51$16.98 – $25.4810
FY30$3.7B$3.1B – $4.2B$28.75$22.70 – $34.069

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-18.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-19.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 44.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.605-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 3Mark L. JacobsonCOO10.0K sh$2.1MSellAug 6Herriot TabuteauCEO4.7K sh$997KSellAug 5Herriot TabuteauCEO45.0K sh$9.5MSellJul 1Herriot TabuteauCEO49.7K sh$11.9MSellJun 11Roger JeffsDirector286 sh$71KSellJun 10Roger JeffsDirector286 sh$70KSellJun 10Susan MahonyDirector300 sh$74KSellJun 10Mark ColemanDirector643 sh$160KSellJun 9Susan MahonyDirector300 sh$71KSellJun 9Nick PizzieCFO33.0K sh$7.9M
1–10 of 17
+ 22 other (13 exempts · 9 awards) in window

See when $AXSM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 98-K — Item 5.02: Officer or director change
AI summary

Axsome Therapeutics adopted a new Executive Severance Plan effective June 9, 2026, superseding all prior severance plans and individual employment agreement severance terms. Under the plan, Tier 1 (CEO) receives 18 months of base salary upon involuntary termination (including good reason resignation); Tier 2 (other Section 16 officers) receives 12 months; Tier 3 (VPs and above) receives 6 months — each paid in equal installments over the applicable period, with enhanced terms during a Change in Control period. The plan standardizes severance terms across Axsome's management tier, representing a governance improvement with modest incremental financial exposure.

8-KShareholder voteJun 98-K — Item 5.07: Shareholder vote
AI summary

Axsome Therapeutics held its 2026 Annual Meeting with 43,777,536 of 51,439,952 eligible shares represented (~85.1% quorum). Class II directors Mark Saad (28.7M for, 10.3M withheld — ~27% withhold rate) and Susan Mahony, Ph.D. (29.9M for, 9.1M withheld — ~23% withhold rate) were elected for terms through the 2029 annual meeting; Deloitte & Touche LLP was ratified as independent auditor for FY2026. A non-binding say-on-pay proposal was also voted on but results are truncated in the excerpt. The elevated withhold rates (~27% and ~23%) on both director nominees are above typical levels and merit monitoring.

+ 11 other (3 routine 8-Ks · 2 10-Qs · 2 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Where Will Axsome Therapeutics Be in 2030 as Auvelity Expands Into Alzheimer's?fool.com·4d ago4 CNS Drug Stocks Worth Watching This World Mental Health Dayzacks.com·7d agoAxsome Therapeutics vs. Moderna: Which Biotech Stock Is a Better Buy in 2026?fool.com·8d agoAxsome Therapeutics to Report Third Quarter 2026 Financial Results on November 2globenewswire.com·9d agoAxsome Therapeutics vs. Vertex Pharmaceuticals: Which Biotech Stock Is a Better Buy in 2026?fool.com·15d ago

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Voices on X · last 7 days

No standout posts about $AXSM on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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