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EDEDIT

Editas Medicine, Inc.

$EDIT·$319M·Biotechnology·Healthcare
$3.04-3.8%YTD+47.6%1Y+10.5%
Mentions · last 7 days
2026-07-09: 7 posts2026-07-10: 15 posts2026-07-11: 3 posts2026-07-12: 6 posts2026-07-13: 16 posts2026-07-14: 14 posts2026-07-15: 12 posts73+43%
Price updated 9h ago·X counts updated 9h ago
EDEDIT
$EDITEditas Medicine, Inc.
$3.04-3.80%73 posts+43%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $EDIT, 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.

Too early to tellEvent coming upAI verdict · as of 2026-07-14

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

Gene-editing pioneer raising $319M into a genomics sector-rotation window.

Editas Medicine is one of the three original CRISPR gene-editing biotechs, now positioning behind sickle cell disease and beta thalassemia programs plus an evolving in vivo pipeline. The quarters remain the classic pre-commercial-scale biotech shape: Q1 revenue was $2.8M with EPS of -$0.26 versus -$0.30 expected (+13%), following three prior beats or narrow misses on tiny expectations.

  • Consensus revenue stays small and lumpy — $14M this year, $15M next, then compressing to $9M in year three — analyst modelling reflects license-milestone timing rather than product revenue.
  • EPS remains negative at around -$0.95 to -$1.04 across the window — the balance sheet from the fresh $319M offering underwrites multi-year runway.
  • The defining capital-markets event: Editas priced up to $319.4M in a public offering — a significant dilution event but one that funds programs through key readouts.
  • Insider activity was routine — five directors each received identical 51,700-share awards on June 17.
  • X sentiment (six posts) is bullish and sector-rotation-driven — the crowd anchors on ARKG's weekly chart showing the genomics theme starting to move into end-of-year, citing the historic $EDIT/$NTLA/$CRSP rally analog.
  • Coverage in-window includes CRISPR-vs-Editas comp pieces and a healthcare-M&A-wave mention.
  • Next reset is the August 11 Q2 print — consensus wants -$0.30 EPS.

The operating story is a well-funded R&D biotech with real assets and a specific sector-rotation tailwind. The equity works if the in vivo pipeline delivers on time and if the ARKG-genomics rerating extends; the $319M raise plus the pipeline burn keep this a long-cycle science bet rather than a near-term earnings story.

Agrees with X sentimentCrowd's sector-rotation and ARKG-genomics-theme read is a legitimate positioning framing; the caveat the sample skips is the freshly-priced $319M offering weighing on the share count.

What to watch: August 11 Q2 print vs -$0.30 EPS consensus; any in vivo pipeline data updates; cash runway commentary after the $319M raise; ARKG or thematic-flow indicators.

On the calendar: 2026-08-11 — Q2 earnings (consensus EPS -$0.30)

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-07-05

Editas Medicine chatter emphasizes ARKG's weekly chart showing the genomics theme starting to move strongly into end-of-year, with users citing the CRISPR history of $EDIT/$NTLA/$CRSP rallies as the analog. Posts describe EDIT as one of the main biotech themes for next week's watchlist. Chatter reads as sector-rotation-driven positioning ahead of a potential run.

Read the AI verdict + X sentiment for $EDIT

  • 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)
  • 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.

Develops CRISPR-Cas12a gene editing therapies for rare genetic diseases including sickle cell disease.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $EDIT

Neutral — Develops CRISPR-Cas12a gene editing therapies for rare genetic diseases including sickle cell disease; limited exposure means the GLP-1 pipeline bifurcation and ADA oral formulation competition is not a near-term catalyst or headwind.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+47.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.4How 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
-93.0%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
-297%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
-53.2%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
6.9Same 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
-6.8%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
98.8%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
16.3Total 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$-0.26$-0.30+13.3%
Q4 2025Mar 9, 2026$-0.06$-0.27+77.8%
Q3 2025Nov 10, 2025$-0.28$-0.38+26.3%
Q2 2025Aug 12, 2025$-0.63$-0.41-53.7%
Next earningsTue, Aug 11·consensus EPS $-0.30

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.8M-39.2%82.9%-883%$-0.26$-23.2M
Q4 FY25$24.7M-19.2%100%-56.7%$-0.06$-36.4M
Q3 FY25$7.5M+12265.6%100%-325%$-0.28$-31.3M
Q2 FY25$3.6M+597.5%100%-1441%$-0.63$-50.2M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.3M$10.0M – $21.3M-$0.99-$1.19 – -$0.588
FY27$14.7M$12.4M – $19.0M-$0.95-$1.28 – -$0.448
FY28$8.8M$8.7M – $8.9M-$1.04-$1.16 – -$0.935
FY29$10.7M$5.7M – $19.0M-$1.02-$2.06 – -$0.412
FY30$23.0M$12.3M – $41.0M-$1.05-$2.11 – -$0.422

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.0.6×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.48%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.+2.7%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.+12.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 97.7M 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.β2.105-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

SellJun 3Amy ParisonCFO464 sh$1KSellJun 3O'neill Gilmore NeilCEO15.4K sh$42KSellJun 3Linda BurklyEVP, CHIEF SCIENTIFIC OFFICER731 sh$2KSellMar 3Linda BurklyEVP, CHIEF SCIENTIFIC OFFICER749 sh$2KSellMar 3Amy ParisonCFO474 sh$957SellMar 3O'neill Gilmore NeilCEO5.4K sh$11K
+ 8 other (8 awards) in window

See when $EDIT 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 voteJun 188-K — Item 5.07: Shareholder vote
AI summary

Editas Medicine (EDIT) held its 2026 Annual Meeting on June 17, 2026 and filed an 8-K reporting routine director election and proposal vote results. No extraordinary governance changes were disclosed.

424B5Prospectus supplement (offering)May 26424B5
AI summary

Editas Medicine offered 55,555,556 shares of common stock plus accompanying warrants to purchase 55,555,556 shares at a combined public price of $2.25 per unit ($125M gross), with underwriting discounts of $0.135/unit and estimated net proceeds of ~$117.5M; delivery expected May 27, 2026. The warrants contain clinical milestone vesting conditions tied to EDIT-401 LDL-C reduction data in patients. Lead underwriters are Cantor and Wells Fargo Securities. This is a large dilutive primary offering (55.6M new shares) priced at an ~18% discount to the May 22, 2026 close of $2.76.

8-KMaterial agreementMay 268-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Editas Medicine entered into an Underwriting Agreement on May 26, 2026 with Cantor Fitzgerald and Wells Fargo Securities for a public offering of 55,555,556 shares of common stock plus warrants to purchase up to 55,555,556 additional shares (or pre-funded warrants in lieu), at a combined price of $2.25/unit (net $2.115 to the company). Estimated net proceeds: ~$117M; if all warrants are exercised, an additional ~$192.5M could be raised. This is the contractual underpinning of the concurrent 424B5 offering—a large dilutive primary raise for a clinical-stage gene-editing company.

424B5Prospectus supplement (offering)May 26424B5
AI summary

Editas Medicine filed a preliminary (subject to completion) prospectus supplement for an offering of common stock, pre-funded warrants, and common stock warrants; share counts and pricing are blank placeholders. Each share or pre-funded warrant will be paired with an accompanying warrant. This is the preliminary version of the offering that was subsequently finalized (in a separate 424B5 filed May 26, 2026) at $2.25/unit for 55,555,556 shares.

8-KPress release / Reg FDMay 268-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Editas Medicine presented preclinical data for EDIT-401 (in vivo LDL-C gene editing candidate) at the 94th European Atherosclerosis Society Congress on May 25, 2026. In non-human primates, a single dose achieved greater than or equal to 90% mean reduction in LDL-C with durability through six months, approximately 90% mean reduction in Lp(a) (independent ASCVD risk factor), and significant dose-dependent reduction in ApoB. This positive NHP data package is materially significant; EDIT-401 milestones are also embedded in the warrant conditions of Editas' concurrent $125M public offering.

8-KPress release / Reg FDMay 148-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

EDIT filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-14. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KMaterial eventApr 78-K — Item 4.01
AI summary

EDIT filed an 8-K (other items) dated 2026-04-07. 0001650664 FALSE 0001650664 2026-04-01 2026-04-01 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________________________________________________ FORM 8-K _________________________________________________________________________________________ CURRENT REPORT Pursuant to Section 13 o.

8-KPress release / Reg FDMar 278-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

EDIT filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-03-27. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 13 other (4 13Gs · 2 earnings 8-Ks · 2 proxys · 1 S-3MEF) in window

Recent news

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

The Healthcare M&A Waveforbes.com·29d agoCRISPR Therapeutics vs. Editas Medicine: Which Gene Editing Stock Is a Better Buy in 2026?fool.com·46d agoEditas Medicine Announces Updated Presentation Time for Upcoming Investor Conferenceglobenewswire.com·49d agoEditas Medicine Announces Pricing of Up to $319.4 Million Public Offeringglobenewswire.com·51d agoEditas Medicine Announces Proposed Public Offeringglobenewswire.com·51d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

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Voices on X · last 7 days

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