TickerTalks
Browse all tickers →
TickerTalks›$EDIT
EDEDIT

Editas Medicine, Inc.

$EDIT·$442M·Biotechnology·Healthcare
$3.06-3.2%YTD+34.5%1Y+23.9%
Mentions · last 7 days
2026-08-22: 1 posts2026-08-23: 7 posts2026-08-24: 7 posts54-2%
Price updated 4h ago·X counts updated 7d ago
EDEDIT
$EDITEditas Medicine, Inc.
$3.06-3.16%54 posts-2%
AI analysisFundamentalsVoices on X
Loading…

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.

Broken storyWinding up for a moveAI verdict · as of 2026-08-25

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

The CRISPR biotech at $3 with a $442M market cap and revenue declining 39% year-over-year — the pivot to EDIT-401 for hyperlipidemia is the whole story left.

Editas Medicine is a clinical-stage CRISPR gene-editing company that has meaningfully repositioned — the lead program is now EDIT-401, a one-time therapy targeting the LDL receptor to lower cholesterol. The stock is up 34% year-to-date but only 10% over trailing twelve months, sitting at 47% of its 52-week range at $3.

  • Q1 2026 revenue was $2.8M — a 39% decline year-over-year — and Q2 was $11.9M (up from prior quarters but still tiny) with 44% EPS surprise vs low expectations
  • Free cash flow yield is -53% — this is a cash-burn story with a $442M market cap and declining revenue base; the runway depends on capital-markets access, not commercial revenue
  • Analyst 2026 revenue estimate is $14.3M, roughly flat in 2027, dropping to $8.8M in 2028 — the coverage model shows revenue decline continuing before an eventual EDIT-401 ramp
  • Analyst EPS estimates: -$0.99 (2026), -$0.95 (2027), -$1.04 (2028), -$1.02 (2029), -$1.05 (2030) — no profitability visible on the model; this is priced entirely on trial success and eventual acquisition
  • On August 6 director Patrick Ellinor (a cardiovascular geneticist from Massachusetts General) was appointed to the board while director Elliott Levy resigned — the therapeutic-area swap toward cardiovascular signals a real refocus on EDIT-401
  • Insider signal is very small: Ellinor received 103,400 share grant on August 6 at $2.90 ($300K); small officer sales earlier — nothing decisive
  • Beta of 2.06 makes this genuinely volatile — moves are amplified on any biotech news
  • Debt-to-equity of 16.3 is elevated for a pre-revenue biotech — the debt structure is a concern if the equity story doesn't rerate

The CRISPR sector rotation X mentions is real but Editas is the laggard of the theme — CRISPR Therapeutics and Verve get the flow first.

Agrees with X sentimentX is bullish framing this as an ARKG-driven sector-rotation setup. Fair on the sector-flow narrative; the fundamentals (declining revenue, high debt, cash burn) are what X is under-weighting — this is a leveraged bet on gene-editing sector rerating, not a company-specific thesis.

What to watch: The Q3 print on November 9 needs EDIT-401 clinical timeline updates and any partnership commentary — the equity value now depends entirely on the cardiovascular pivot being on track for meaningful data readouts.

On the calendar: 2026-11-09 — Q3 earnings

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
Free, forever. No credit card.

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

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $EDIT

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+48.9%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
Q2 2026Aug 5, 2026$-0.15$-0.27+44.5%
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%
Next earningsMon, Nov 9·consensus EPS $-0.21

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-$1.26 – -$0.438
FY28$8.8M$2.0M – $15.3M-$1.04-$1.16 – -$0.935
FY29$10.7M$4.6M – $20.4M-$1.02-$2.23 – -$0.272
FY30$23.0M$9.9M – $43.9M-$1.05-$2.29 – -$0.272

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.1.5×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.52%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.+6.0%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.+21.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 141.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% 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.β2.065-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

SellAug 3Amy ParisonCFO678 sh$2KSellJul 28Linda BurklyEVP, CHIEF SCIENTIFIC OFFICER4.9K sh$13KSellJun 3Amy ParisonCFO464 sh$1KSellJun 3O'neill Gilmore NeilCEO15.4K sh$42KSellJun 3Linda BurklyEVP, CHIEF SCIENTIFIC OFFICER731 sh$2K
+ 9 other (9 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
Free, forever. No credit card.

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

3New insider — initial holdingsAug 73
AI summary

Patrick Thomas Ellinor II filed an initial Form 3 statement of beneficial ownership as a newly appointed Director of Editas Medicine, Inc., with the triggering event dated August 6, 2026. No securities are beneficially owned — neither direct shares nor derivative holdings are reported in either table. The form was signed August 7, 2026. This is a routine insider registration filing for the gene-editing company with no financial or strategic impact.

8-KOfficer or director changeAug 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

Editas Medicine, Inc. filed an 8-K on August 5, 2026 covering Q2 2026 earnings and two board changes effective the same week. Director Elliott Levy, M.D. (Class I) resigned effective August 4, 2026 with no stated disagreements; Patrick Ellinor, M.D., Ph.D., a cardiovascular geneticist, was appointed as an independent Class I director effective August 6, 2026. The earnings press release also included business highlights. The director swap is moderately notable at a gene editing biotech that has faced strategic headwinds; the incoming director's scientific background may signal a therapeutic focus shift.

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.

+ 18 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Is Editas Medicine (EDIT) Outperforming Other Medical Stocks This Year?zacks.com·22d agoEditas Medicine Announces Second Quarter 2026 Results and Business Updatesglobenewswire.com·26d agoEditas Medicine Strengthens Board of Directors with Appointment of Patrick T. Ellinor, M.D.globenewswire.com·27d agoThe Healthcare M&A Waveforbes.com·76d agoCRISPR Therapeutics vs. Editas Medicine: Which Gene Editing Stock Is a Better Buy in 2026?fool.com·93d ago

In themes

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

Gene Editing & CRISPR

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$MRNA$ALT$AURA$IOVA$NWBO$SLS$AMLX$ABCL
Voices on X · last 7 days

No standout posts about $EDIT 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.

PrivacyTermsSupport