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CYCYTK

Cytokinetics, Incorporated

$CYTK·$11B·Biotechnology·Healthcare
$82.24-3.1%YTD+30.2%1Y+113.2%
Mentions · last 7 days
2026-07-06: 21 posts2026-07-07: 26 posts2026-07-08: 20 posts2026-07-09: 16 posts2026-07-10: 16 posts2026-07-11: 26 posts2026-07-12: 23 posts148+18%
Price updated 12h ago·X counts updated 2d ago
CYCYTK
$CYTKCytokinetics, Incorporated
$82.24-3.10%148 posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CYTK, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeEvent coming upAI verdict · as of 2026-07-14

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Cytokinetics is up 113% TTM on the Myqorzo launch and UBS's raise to Buy $115 — Q2 earnings has buyout speculation and script data to confirm.

Cytokinetics is the commercial-stage biotech whose Myqorzo (aficamten in obstructive hypertrophic cardiomyopathy) launch has been tracking ahead of internal expectations. The stock is up 113% TTM at 89% of the 52-week range, with UBS raising to Buy $115.

  • The commercial ramp is real and accelerating: Q1 revenue grew 1126% YoY to $19.4M (off a small base) at a -949% operating margin — meaning the top-line inflection is genuine as Myqorzo scripts ramp, and analyst peak revenue was lifted to $5.7B on the recent update.
  • The UBS upgrade is a specific catalyst: UBS raised to Buy with a $115 target (from $69), driven by the Myqorzo launch tracking ahead of internal expectations — meaning analyst-side ratification is catching up to the operational reality, and Needham's $102 target frames the base case.
  • The insider tape is what tempers the enthusiasm: officer Fady Malik M-Exempted and sold $303K on July 7, officer Robert Blum sold $637K on July 2 — that's a coordinated cluster of C-suite selling into the recent bounce, and it lands at 89% of range where the market has already priced substantial gains.

Aug 6 Q2 earnings decides — need EPS at or above -$1.64 consensus plus continued Myqorzo revenue commentary and specific script-count momentum to sustain the +113% TTM run past $85; a soft launch print or a competitive-pressure disclosure lets the C-suite selling narrative fade the tape. The buyout speculation adds real optionality but the launch execution is what actually matters.

Agrees with X sentimentAgree with the bullish Myqorzo-launch framing on the mechanics — UBS's raise to $115 with a $5.7B peak revenue lift and Needham's $102 target are both real. Where I add tension the crowd underweights: officers Malik ($303K) and Blum ($637K) sold in early July into the bounce, and 31x 2027 EV/product revenue framing from the contrarian short is a real valuation concern.

What to watch: Aug 6 Q2 earnings — need EPS at or above -$1.64 plus continued Myqorzo revenue commentary and specific script-count momentum to sustain past $85. A soft launch print or competitive-pressure disclosure lets C-suite selling narrative define the tape.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-07-06

Cytokinetics chatter is dominated by UBS's upgrade to Buy with a $115 price target from $69, driven by the Myqorzo launch tracking ahead of internal expectations and peak revenue lifted to $5.7B. Needham's PT sits at $102. The stock is back on the 52-week new-high list, up ~30% on buyout speculation, and posts frame August as an important month starting with the Q2 print. One contrarian short call flags 31x 2027 EV / product revenue as stretched.

Read the AI verdict + X sentiment for $CYTK

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Late-stage biotech with cardiac muscle modulators targeting hypertrophic cardiomyopathy and heart failure.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $CYTK

Partial — Late-stage biotech with cardiac muscle modulators targeting hypertrophic cardiomyopathy and heart failure; the GLP-1 pipeline bifurcation and ADA oral formulation competition is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+43.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-10.6How 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
-56.2%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
-6.1%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
-6.2%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
84.1Same 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
140%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
90.3%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
-1.3Total 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
Q1 2026May 5, 2026$-1.67$-1.670.0%
Q4 2025Feb 24, 2026$-1.50$-1.48-1.4%
Q3 2025Nov 5, 2025$-1.54$-1.59+3.1%
Q2 2025Aug 7, 2025$-1.12$-1.34+16.4%
Next earningsThu, Aug 6·consensus EPS $-1.64

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$19.4M+1125.8%87.6%-949%$-1.67$-151.4M
Q4 FY25$17.8M+4.9%83.9%-1005%$-1.49$-148.3M
Q3 FY25$1.9M+318.1%-38.4%-8613%$-2.55$-116.9M
Q2 FY25$66.8M+26714.9%96.6%-167%$-1.12$-132.4M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$111.9M$93.1M – $179.8M-$6.34-$7.00 – -$4.1716
FY27$393.1M$321.1M – $498.7M-$4.66-$5.58 – -$2.9315
FY28$882.1M$864.8M – $899.4M-$2.01-$4.12 – $0.1115
FY29$1.5B$1.2B – $2.1B$0.84$0.62 – $1.2811
FY30$2.3B$1.9B – $3.2B$4.20$3.10 – $6.347

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.0.8×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.89%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.+7.3%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.+24.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 119.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β0.425-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellJul 7Malik Fady IbrahamEVP Research & Development3.5K sh$303KSellJul 1Robert I BlumCEO7.5K sh$637KSellJul 1Andrew CallosEVP, Chief Commercial Officer15.0K sh$1.3MSellJul 1Sung LeeCFO1.1K sh$98KSellJun 29Sung LeeCFO3.1K sh$266KSellJun 24Sung LeeCFO38.7K sh$3.2MSellJun 23Malik Fady IbrahamEVP Research & Development3.5K sh$278KSellJun 15Robert I BlumCEO7.5K sh$528KSellJun 9Malik Fady IbrahamEVP Research & Development3.5K sh$238KSellJun 1Edward M. KayeDirector2.9K sh$223K
1–10 of 24
+ 29 other (16 exempts · 13 awards) in window

See when $CYTK 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-KShareholder voteMay 278-K — Item 5.07: Shareholder vote
AI summary

Cytokinetics, Incorporated held its Annual Meeting of Stockholders on May 27, 2026, with 116,125,730 of 124,237,822 eligible shares (93.47%) represented. Stockholders voted on proposals as described in the proxy statement; final vote tallies are reported. Routine annual meeting governance disclosure for the cardiovascular drug developer.

424B5Prospectus supplement (offering)May 7424B5
AI summary

Cytokinetics (CYTK) filed a 424B5 prospectus supplement for the sale of 9,859,155 shares of common stock at $71.00 per share, with underwriters purchasing at the same price (no underwriting discount specified in excerpt). Total gross proceeds are approximately $700 million. This is an equity dilution event of material size for the clinical-stage cardiovascular biopharmaceutical company, which is advancing aficamten for obstructive hypertrophic cardiomyopathy.

424B5Prospectus supplement (offering)May 5424B5
AI summary

Cytokinetics (CYTK) filed an earlier 424B5 prospectus supplement for a $650 million equity offering; the price per share was not specified in the available excerpt. This appears to be a preliminary prospectus supplement prior to the final pricing at $71.00 per share announced in the subsequent 424B5. The offering reflects Cytokinetics' capital needs to fund late-stage clinical programs including aficamten.

+ 16 other (5 13Gs · 3 routine 8-Ks · 2 S-8s · 2 earnings 8-Ks) in window

Recent news

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

Will Myqorzo Drive Cytokinetics Higher Despite Competitive Pressure?zacks.com·4d agoiShares Russell 2000 Value vs. Morningstar Small Cap: Which ETF Suits Your Portfolio Best?fool.com·7d agoCytokinetics Announces Three Late-Breaking Science Abstracts at the European Society of Cardiology (ESC) Congress 2026globenewswire.com·7d agoEntertainment Stocks Madison Square Garden, Sphere Rally To New Highsinvestors.com·18d ago3 Under-the-Radar Biotech Takeover Targets for the Next Pharma Buying Spree247wallst.com·19d ago

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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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