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ETETON

Eton Pharmaceuticals, Inc.

$ETON·$1.2B·Drug Manufacturers - Specialty & Generic·Healthcare
$59.18+2.6%YTD+250.6%1Y+163.3%
Price updated 11h ago·X counts updated 25d ago
ETETON
$ETONEton Pharmaceuticals, Inc.
$59.18+2.60%34 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ETON 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.

34X posts · last 7 days
No mention history yet
Bullish sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-08-21

Sentiment on Eton Pharmaceuticals is emphatically bullish following its 2Q26 print. Bulls celebrate the largest beat & raise in company history, HEMANGEOL powering revenue & margin inflection, PT raised from $40 to $70 (Buy reiterated), and a 99% sales growth rate. The stock is up ~37% and +200% since a mid-March analyst call, with early buyers reporting 15x returns. Institutional ownership growing. No bearish voice appears.

Read what X is saying about $ETON

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

Driven by hypeAcceleratingAI verdict · as of 2026-09-04

The move is getting stronger, with heavier trading behind it.

Largest beat-and-raise in company history on HEMANGEOL ramp, +243% t12m, and insiders cashing $10M in coordinated August selling

Eton Pharmaceuticals rare-disease portfolio hit an inflection with HEMANGEOL commercialization; Q2 EPS $0.43 vs $0.19 est (126% surprise), rev $37.6M vs $27.1M est with 99% growth.

  • Analyst PT jumped from $40 to $70 buy-reiterated after the print; FY26 consensus revenue $115M, FY27 $187M, FY28 $251M
  • Recent portfolio expansion: Aug 5 license agreement for ASN-001 (timolol topical gel) from Auson Pharmaceuticals for late-stage rare disease pipeline
  • Insider selling is the caveat: co-founder and director Sean Brynjelsen sold 100,000 shares for $6.1M on Aug 19-20 at ~$61; director Paul Maier exercised 125,000 options and sold 50,000 for $3M on Aug 28; officer David Krempa exercised 50,000 and sold 25,000 for $1.6M on Aug 24
  • BlackRock new $68.6M position filed Aug 31, Bank of America growing, Nova Scotia new
  • Fundamentals stretched: PS 15.4, EV/EBITDA 245, TTM op margin only 2.3% on ramp costs
  • Stock at $59.90 down slightly on the day, +171% YTD, +243% t12m, position vs 200d MA +113%, near 52w high

Small-cap rare-disease ramp is delivering; insider distribution and stretched multiple are the balancing weights. Momentum reads accelerate rather than exhaust.

Agrees with X sentimentX is uniformly bullish on the beat-and-raise and HEMANGEOL; verdict agrees on the ramp while flagging the coordinated insider selling.

What to watch: Q3 print Nov 5 (est EPS $0.34) for HEMANGEOL sustained ramp evidence; any additional insider selling from CEO or CFO would be a flag.

On the calendar: 2026-11-05 Q3 earnings

Read the AI verdict on $ETON

  • 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.

Specialty pharma company developing and commercializing FDA-approved drugs for rare pediatric and orphan diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $ETON.

Drug Manufacturers - Specialty & Generic · Healthcare

Specialty pharma is bifurcating — GLP-1 adjacent programs attract premium valuations while generic manufacturers face pricing erosion from FDA approval backlogs clearing. Biosimilar launches of adalimumab (Humira), ustekinumab, and etanercept are accelerating branded erosion timelines, while mid-tier specialty pharma focuses on complex generics (ophthalmic, inhalation) to sustain margins.

What this means for $ETON

Partial — branded pharmaceutical revenue is exposed to patent cliff dynamics and GLP-1 category cannibalization; Eton Pharmaceuticals, Inc.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+21.4%YTD
+46.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-959.5How 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
3.1%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
2.3%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
1.1%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
15.4Same 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
-5.7%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
54.8%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
0.4Total 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 13, 2026$0.35$0.19+84.4%
Q1 2026May 14, 2026$0.05$0.10-50.0%
Q4 2025Mar 19, 2026$0.05$0.12-58.3%
Q3 2025Nov 6, 2025$-0.07$0.16-143.8%
Next earningsThu, Nov 5·consensus EPS $0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$24.3M+40.4%60.7%9.9%$0.06$7.3M
Q4 FY25$21.3M+82.7%61.6%11.6%$0.06$-11.6M
Q3 FY25$22.5M+117.5%35.0%-6.1%$-0.07$11.7M
Q2 FY25$18.9M+108.6%63.0%-7.8%$-0.10$8.0M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$115.5M$115.4M – $115.5M$0.86$0.78 – $0.943
FY27$186.9M$180.7M – $193.1M$2.04$1.96 – $2.123
FY28$251.5M$236.7M – $275.4M$3.16$2.58 – $3.684
FY29$340.1M$327.9M – $351.8M$4.75$4.53 – $4.963
FY30$426.0M$410.6M – $440.6M$6.28$5.99 – $6.563

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.86%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.+20.7%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.+104.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 21.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.β0.905-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 28Paul V MaierDirector50.0K sh$3.0MSellAug 24David KrempaChief Business Officer25.0K sh$1.6MSellAug 20Sean BrynjelsenCEO91.0K sh$5.5MSellAug 19Sean BrynjelsenCEO9.0K sh$562KSellJul 14Opaleye Management Inc.10% owner28.3K sh$1.1MSellJul 7Opaleye Management Inc.10% owner26.7K sh$1.0MSellJul 6Opaleye Management Inc.10% owner10.0K sh$380KSellJul 2Opaleye Management Inc.10% owner90.0K sh$3.4MSellJun 17Adams Jennifer MckieDirector50.0K sh$1.6MSellMay 28Sean BrynjelsenCEO120.0K sh$3.8M
1–10 of 13
+ 20 other (11 exempts · 9 awards) in window

See when $ETON 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

3New insider — initial holdingsAug 123
AI summary

Eton Pharmaceuticals (ETON) filed a Form 3 for Danka Radosavljevic, its Chief Operating Officer, establishing her initial Section 16 ownership report effective July 31, 2026. Radosavljevic reports 22,473 ETON shares held directly, reflecting equity received upon assuming her officer role. Eton Pharmaceuticals is a rare disease drug developer based in Deer Park, IL.

8-KAcquisition completedAug 58-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed
AI summary

ETON filed an 8-K (Item 1.01) disclosing entry into a material definitive agreement. The filing describes: entered into a license agreement (the "Agreement") for a late-stage rare disease product candidate ASN-001 (timolol topical gel) from Auson Pharmaceuticals Inc. Key financial terms include $0.001 . Material definitive agreements are significant corporate commitments and may be transformative depending on scope.

8-KOfficer or director changeAug 48-K — Item 5.02: Officer or director change
AI summary

ETON filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

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

ETON (ETON) reported stockholder vote results (Item 5.07, filed 2026-06-09). Votes covered: director elections. Proposals approved by shareholders. Annual votes cover routine governance; material proposals (equity plan expansions) warrant closer review. Check tallies for contested or close votes.

3New insider — initial holdingsJun 13
AI summary

Matthews Judith M. filed a Form 3 (initial statement of beneficial ownership) for Eton Pharmaceuticals, Inc. (ETON), with 5 shares beneficially owned. Filer's relationship to issuer: Chief Financial Officer, 10%+ Owner. Form 3 must be filed within 10 days of becoming a new 10%+ owner or executive/director. This is an administrative ownership disclosure — no open-market transaction has occurred.

8-KAcquisition completedMay 198-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed
8-KOfficer or director changeApr 168-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KMaterial agreementApr 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 9 other (3 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks · 1 13G) in window

Recent news

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

Eton Pharmaceuticals Announces U.S. Commercial Availability of IMPAVIDO® (miltefosine) Capsulesglobenewswire.com·1d agoEton Pharmaceuticals, Inc. (NASDAQ:ETON) Stock Has Consensus Price Target of $67.50 According to Brokeragesdefenseworld.net·1d agoConnor Clark & Lunn Investment Management Ltd. Makes New $476,000 Investment in Eton Pharmaceuticals, Inc. $ETONdefenseworld.net·27d agoBlackRock Inc. Invests $68.63 Million in Eton Pharmaceuticals, Inc. $ETONdefenseworld.net·29d agoEton Pharmaceuticals, Inc. $ETON Stock Holdings Increased by Bank of America Corp DEdefenseworld.net·30d ago

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Voices on X · last 7 days

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

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