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KRKRYS

Krystal Biotech, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 32% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (16 mentions/wk)
$KRYS·$11B·Biotechnology·Healthcare
$358.24-3.6%YTD+32.2%1Y+139.2%
Mentions · last 7 days
2026-08-29: 1 posts2026-08-30: 3 posts2026-08-31: 3 posts2026-09-01: 4 posts2026-09-02: 3 posts2026-09-03: 1 posts2026-09-04: 1 posts16+25%
Price updated 11h ago·X counts updated 9h ago
KRKRYS
$KRYSKrystal Biotech, Inc.
$358.24-3.56%16 posts+25%
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 $KRYS, 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.

Proven numbersAcceleratingAI verdict · as of 2026-09-04

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

Redosable gene-therapy biotech up 147% in a year, at 95% of range, with clean beats and analyst-price-target upgrades.

Krystal Biotech is a commercial-stage gene-therapy company built around Vyjuvek (beremagene geperpavec) for dystrophic epidermolysis bullosa — the rare-disease franchise that has been the standout revenue story in gene therapy this cycle.

  • Stock at $371.47, up ~32% year-to-date and ~147% over twelve months, sitting at 95% of the 52-week range and comfortably above the 200-day moving average — a clean uptrend at the top of the year's chart.
  • EPS beats have been consistent — Q2 at $1.79 vs $1.70 expected (+5.3%), Q1 at $1.83 vs $1.45 (+26%), Q4 2025 at $1.70 vs $1.62 (+4.9%), Q3 at $2.66 vs $1.12 (+138%) — the operating leverage is very real.
  • Fundamentals are strong: PE 39, gross margin 93% (typical of gene therapy — the manufacturing yield is what defines profitability), operating margin 43%, ROE 19%, FCF yield 2.7%, debt/equity 0.001 (essentially debt-free).
  • Zacks has been running 'Krystal Stock Gains 13.4% in a Month' plus 'Q2 Earnings & Sales Beat Estimates' — sell-side is uniformly constructive, and the 247wallst 'Top Wall Street Analyst Research Calls' piece featured KRYS.
  • Analyst forward estimates step meaningfully — 2026 EPS $7.50, 2027 $9.49, 2028 $12.36 — mid-teens compound growth supporting the multiple.
  • Cantor Global Healthcare Conference is the near-term venue for pipeline detail.
  • Insider gift-and-sale by ROSSI DINO A (3,691 gift, 25,000 sold at $329.12) is meaningful monetization but doesn't derail the story.

Beta 0.54 makes this a lower-volatility large-cap biotech than most peers.

What to watch: November 2 earnings ($1.91 EPS consensus), Cantor Global Healthcare Conference pipeline updates, Vyjuvek international launch pace, and any new indication or platform-extension trial readouts.

On the calendar: 2026-11-02 earnings

no x sentimentinsider selling

X sentiment

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

Bullish sentiment8 posts analyzed · as of 2026-08-10

Krystal Biotech posts frame Q2 as a pristine cash machine: revenue $119.2M up 24% year over year, net income $54.8M, gross margins at 95% and the balance sheet crossing $1.1B. VYJUVEK global revenue $119.2M and $965.9M since launch reinforce the durable-growth story, with brief pullback pressure.

Read the AI verdict + X sentiment for $KRYS

  • 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.

Sells Vyjuvek, an FDA-approved topical gene therapy for dystrophic epidermolysis bullosa skin disease.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $KRYS

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
39.2How 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
13.9%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
42.8%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
2.7%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
21.3Same 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
19.3%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
92.8%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
0.0Total 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 3, 2026$1.79$1.70+5.3%
Q1 2026May 4, 2026$1.83$1.45+26.2%
Q4 2025Feb 17, 2026$1.70$1.62+4.9%
Q3 2025Nov 3, 2025$2.66$1.12+137.5%
Next earningsMon, Nov 2·consensus EPS $1.91

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$116.4M+31.9%94.6%46.1%$1.91$73.2M
Q4 FY25$107.1M+17.5%89.8%41.5%$1.77$75.4M
Q3 FY25$97.8M+16.6%94.2%42.3%$2.74$38.0M
Q2 FY25$96.0M+36.6%92.5%40.9%$1.33$50.8M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$511.6M$504.6M – $518.7M$7.50$6.38 – $8.546
FY27$653.7M$646.8M – $660.5M$9.49$6.80 – $12.466
FY28$849.4M$703.6M – $1.0B$12.36$7.07 – $18.386
FY29$1.3B$1.3B – $1.5B$24.30$22.26 – $27.145
FY30$1.8B$1.6B – $1.9B$33.58$30.76 – $37.503

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.1.1×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.90%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.+2.4%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.+23.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β0.545-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

SellSep 4Suma KrishnanPresident25.0K sh$9.0MSellSep 4Krish S KrishnanCEO25.0K sh$9.0MSellAug 14Dino A RossiDirector25.0K sh$8.2MSellJun 25Thomas John CharlesEVP, General Counsel1.0K sh$347KSellJun 4Suma KrishnanPresident25.0K sh$7.7MSellJun 4Krish S KrishnanCEO320 sh$96KSellMay 26Thomas John CharlesEVP, General Counsel642 sh$194K
+ 2 other (1 gift · 1 exempt) in window

See when $KRYS 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

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
AI summary

Krystal Biotech, Inc. (KRYS) filed an 8-K on May 15, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Krystal Biotech is a Pittsburgh, Pennsylvania-based gene therapy company focused on dermatological conditions listed on Nasdaq. Annual meeting results are routine governance disclosures.

+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Krystal Stock Gains 13.4% in a Month: What Is Driving the Rally?zacks.com·2d agoKrystal Biotech to Present at 2026 Cantor Global Healthcare Conferenceglobenewswire.com·2d agoKrystal Biotech (KRYS) Up 12% Since Last Earnings Report: Can It Continue?zacks.com·3d agoHere Are Friday’s Top Wall Street Analyst Research Calls: Cinemark, Digital Realty, Fox Corporation, Krystal Biotech, LTC Properties, Roku, Sandisk, T-Mobile US, Wayfair, and More247wallst.com·22d agoKrystal Q2 Earnings & Sales Beat Estimates, Pipeline in Focuszacks.com·32d 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 $KRYS 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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