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EDEDIT

Editas Medicine, Inc.

$EDIT·$445M·Biotechnology·Healthcare
$2.37-3.1%YTD+33.5%1Y-39.9%
Price updated 3m ago·X counts updated 5d ago
EDEDIT
$EDITEditas Medicine, Inc.
$2.37-3.07%75 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $EDIT 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.

75X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $EDIT'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 data6 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 what X is saying about $EDIT

  • 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 $EDIT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Editas Medicine up 22% YTD — ARKG genomics theme breakout, LDL gene-editing dosing 2026, EDIT/NTLA/CRSP rotation.

Editas Medicine is a clinical-stage genome-editing biotech — CRISPR-based therapies with focus now on LDL gene-editing for hypercholesterolemia. The stock is up 22% YTD but 10% below the 50-day MA on 0.5x normal volume ahead of specific clinical milestones.

  • The P&L is pre-commercial: revenue fell 39.2% YoY to $2.8M last quarter at a -883% operating margin and 99% gross margin — standard clinical-stage biotech P&L with high gross margin (collaboration revenue).
  • The specific clinical catalyst: 2026 patient dosing for LDL gene-editing therapy — this is a tangible first-in-human milestone the stock can anchor to.
  • The new Chief Medical Officer inducement grants and the specific institutional-flow signals (BofNY Mellon $851K position) support the catalyst-driven setup.

Stalled holds until Nov 9 earnings announce LDL dosing timeline and cash runway. A delayed dosing timeline, or any specific safety signal from Phase 1 program, is what tips this toward breaking-down; a positive early LDL dosing update plus a signed major pharma partnership is what breaks the stalled tape higher — this is a specific clinical-event binary.

Agrees with X sentimentX bulls citing ARKG's weekly chart showing genomics theme starting to move strongly into end-of-year, EDIT/NTLA/CRSP rotation analog, and the biotech-watchlist framing have the specific sector-rotation setup right — this is a thematic-rotation catalyst play.

What to watch: Nov 9 earnings — LDL gene-editing dosing timeline, cash runway, any new pharma partnership. A delayed dosing timeline or safety signal is what breaks the stalled tape lower; a positive early dosing update is what breaks it higher.

On the calendar: 2026-11-09 — Q3 FY26 earnings

Read the AI verdict on $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)
  • 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.

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 — mRNA oncology platform remains the structural driver.

What this means for $EDIT

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

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
-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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.8M$20.9M – $35.5M-$0.78-$0.96 – -$0.639
FY27$19.5M$15.2M – $27.2M-$0.71-$1.02 – -$0.579
FY28$25.5M$3.3M – $43.1M-$0.75-$0.87 – -$0.658
FY29$58.1M$28.5M – $94.7M-$0.66-$1.21 – -$0.226
FY30$96.4M$47.3M – $157.0M-$0.51-$0.93 – -$0.176

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.29%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.-13.8%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.-8.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 138.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β2.005-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

SellSep 3Linda BurklyEVP, CHIEF SCIENTIFIC OFFICER709 sh$2KSellSep 3Amy ParisonCFO453 sh$1KSellSep 3O'neill Gilmore NeilCEO5.1K sh$16KSellAug 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
+ 7 other (7 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-KPress release / Reg FDOct 88-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
3New insider — initial holdingsSep 93
AI summary

Daniel Scott Ory, EVP and Chief Medical Officer at Editas Medicine (EDIT), filed a Form 3 disclosing no initial ownership of company securities. The filing is a routine Section 16 insider reporting disclosure.

S-3Shelf registrationAug 31S-3
AI summary

Editas Medicine, Inc. filed a Form S-3 shelf registration statement on August 31, 2026, registering an unspecified aggregate amount of common stock, preferred stock, debt securities, warrants, and other securities for potential future issuance on a delayed or continuous basis under Rule 415. Editas is a CRISPR gene-editing company at Cambridge, MA; CEO is Gilmore O'Neill. Routine capital markets shelf registration for a clinical-stage biotech maintaining public equity and debt market access; the shelf becomes effective after SEC review and does not constitute an immediate offering.

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.

+ 18 other (5 13Gs · 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.

Editas Medicine Announces Poster Presentations at the European Society of Gene and Cell Therapy (ESGCT) 33rd Annual Congress and Participation in Upcoming Investor Conferenceglobenewswire.com·2d agoEDIT Set to Begin First-in-Human Study in Hypercholesterolemiazacks.com·7d agoEditas Medicine Receives Approval to Initiate First-In-Human Clinical Trial of EDIT-401 in Patients with Hyperlipidemiaglobenewswire.com·8d agoEditas Medicine (NASDAQ:EDIT) Stock Breaks Below 50-Day Moving Average – Here’s Whydefenseworld.net·16d agoBank of New York Mellon Corp Invests $851,000 in Editas Medicine, Inc. $EDITdefenseworld.net·35d 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

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.

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