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LQLQDA

Liquidia Corporation

$LQDA·$6.9B·Biotechnology·Healthcare
$79.94+6.2%YTD+131.4%1Y+447.5%
Mentions · last 7 days
2026-07-11: 23 posts2026-07-12: 22 posts2026-07-13: 58 posts2026-07-14: 35 posts2026-07-15: 37 posts2026-07-16: 54 posts2026-07-17: 40 posts270+23%
Price updated 4h ago·X counts updated 4h ago
LQLQDA
$LQDALiquidia Corporation
$79.94+6.20%270 posts+23%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

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

Liquidia's Yutrepia is up 436% over twelve months on parabolic revenue growth in pulmonary arterial hypertension.

Liquidia Corporation commercializes Yutrepia (treprostinil inhalation powder) for pulmonary arterial hypertension and pulmonary hypertension with interstitial lung disease, $6.93B market cap, with Q2 2026 earnings due 2026-08-11.

  • Q1 revenue was $133M, up 4,158% year-over-year (from a tiny prior-year base) and up 44% sequentially — the fourth consecutive quarter of triple-digit or better growth as the Yutrepia launch scales.
  • EPS $0.52 topped $0.34 consensus by 52.9% — the largest surprise in a series including 87.5% and 91% beats as operating leverage accelerates.
  • Gross margin 91.8% (extraordinary specialty-pharma), operating margin 15.8%, trailing ROE 46.8% — profitability inflection already arrived.
  • Consensus models 2026 revenue $725M rising to $1.18B in 2027 and $1.35B in 2028, EPS growing $3.32 to $5.70 to $6.18 — the estimate curve the 244x multiple discounts.
  • On July 13, three officer S-Sales totaling ~$4.14M were executed (Roger Jeffs 35,249 shares at $71.51, Schundler 14,738, Adair 7,863) — meaningful diversification at record prices.
  • Position in 52-week range at 92%, shares 19% above the 50-day and 88% above the 200-day — the tape confirmed the inflection.
  • A July 13 Zacks piece framed Yutrepia as the growth driver in the PAH market versus INSM and UTHR peers.

The setup is a specialty-pharma commercial-launch with visible revenue-and-earnings acceleration — August 11 tests whether Q2 script trends confirm the runway.

Agrees with X sentimentX posters cite Findell Capital's Brian A. Finn recommendation from April 2023 delivering roughly 10x returns and frame Liquidia as still undervalued versus INSM and UTHR peers with a better product and faster script growth. That aligns with the reported revenue trajectory (+4,158% Q1 growth) and the July 13 Zacks piece framing Yutrepia as the growth driver. Community modeling of 75M of 88M float held by longs is float-consistent with the observed low volume-multiplier.

What to watch: August 11 Q2 earnings — Yutrepia prescription growth versus the accelerating Q1 base, gross-margin sustainability at 91.8%, operating-margin expansion, and fiscal 2026 revenue guide versus the $725M consensus. Payer coverage expansion and IPF-adjacent indication development are separate qualitative signals for the 2027-2028 estimate curve.

On the calendar: 2026-08-11 Q2 2026 earnings; Yutrepia prescription growth and margin trajectory drive the print.

X sentiment

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

Bullish sentiment23 posts analyzed · as of 2026-07-17

Liquidia is being described as increasingly bulletproof relative to the pulmonary-hypertension competitive set. Bulls emphasize a superior Yutrepia product with scripts ramping faster than INSM and UTHR, CEO Roger Jeffs's credibility, and the TPIP overhang lifting after competitor data showed only 21% of patients achieved the target 640ug dose - reinforcing Yutrepia as standard of care. Posters call for new highs 'next week' and note that recent selling has been almost entirely pre-planned Rule 10b5-1 stock-option-vesting flow (~100k shares in the low $71s) rather than fundamental exits. The main bearish thread is generic weakness dragging the broader XBI, but posters uniformly frame that as noise around a structural product win.

Read the AI verdict + X sentiment for $LQDA

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  • 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.

Commercializes YUTREPIO, an inhaled dry-powder treprostinil for pulmonary arterial hypertension, using its PRINT particle technology.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $LQDA

Partial — Commercializes YUTREPIO, an inhaled dry-powder treprostinil for pulmonary arterial hypertension, using its PRINT particle technology; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+44.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
244.0How 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
12.8%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
15.8%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
0.7%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
19.1Same 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
46.8%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
91.8%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
1.7Total 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 11, 2026$0.52$0.34+52.9%
Q4 2025Mar 5, 2026$0.15$0.08+87.5%
Q3 2025Nov 3, 2025$-0.04$-0.45+91.1%
Q2 2025Aug 12, 2025$-0.49$-0.43-14.0%
Next earningsTue, Aug 11·consensus EPS $0.76

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$132.9M+4158.5%90.9%46.3%$0.60$50.2M
Q4 FY25$92.0M+3054.6%92.3%21.5%$0.17$42.2M
Q3 FY25$54.3M+1121.7%94.2%3.3%$-0.04$-10.7M
Q2 FY25$8.8M+141.5%85.4%-424%$-0.49$-40.5M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$725.1M$646.1M – $804.1M$3.32$2.59 – $4.365
FY27$1.2B$946.3M – $1.4B$5.70$4.63 – $6.885
FY28$1.3B$1.1B – $1.6B$6.18$5.42 – $6.955
FY29$1.5B$1.2B – $1.7B$6.71$4.96 – $8.072
FY30$1.7B$1.3B – $1.9B$7.57$5.60 – $9.112

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.0.5×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.96%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.+19.6%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.+91.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 62.3M 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.β0.555-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

SellJul 13Sarah KreppChief Human Resource Officer7.9K sh$562KSellJul 13Sanjeev KhindriChief Development Officer1.2K sh$85KSellJul 13Roger JeffsCEO35.2K sh$2.5MSellJul 13Jason AdairChief Business Officer7.9K sh$562KSellJul 13Russell SchundlerGeneral Counsel14.7K sh$1.1MSellJul 13Rajeev SaggarChief Medical Officer9.9K sh$710KSellJul 13Scott MoomawChief Commercial Officer9.5K sh$682KSellJul 13Dana BoyleChief Accounting Officer9.0K sh$644KSellJul 13Michael KasetaCFO20.4K sh$1.5MSellJul 7Stephen M BlochDirector22.7K sh$1.8M
1–10 of 57
+ 23 other (15 exempts · 8 awards) in window

See when $LQDA 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 178-K — Item 5.07: Shareholder vote
AI summary

Liquidia Corporation held its annual meeting on June 16, 2026, with 67,479,187 of 88,893,621 eligible shares represented. Three Class II directors were elected: Katie Rielly-Gauvin (41.4M for, 3.5M withheld), Ramandeep Singh (41.2M for, 3.8M withheld), and David Johnson (44.9M for, 58K withheld, notably uncontested). The appointment of PricewaterhouseCoopers LLP as auditor was ratified, and executive compensation was approved by non-binding advisory vote. This is a routine governance filing with no material strategic or capital impact.

S-3ASRAuto-shelf registrationMar 5S-3ASR
+ 12 other (2 13Gs · 2 proxys · 2 S-8s · 1 routine 8-K) in window

Recent news

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

A Look at Liquidia Corp (LQDA) After 8.7% Decline -- GF Value $232.05 vs Price $71.22gurufocus.com·4d agoCan LQDA's Yutrepia Drive Growth in the Competitive PAH Market?zacks.com·5d ago4 Low-Beta Stocks to Minimize Portfolio Risk: LQDA, FLXS, ELMD & AGXzacks.com·8d agoLQDA Stock Soars 129.7% YTD: Is There More Room for Growth?zacks.com·11d agoLiquidia Corporation (LQDA) Is Up 9.99% in One Week: What You Should Knowzacks.com·15d ago

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Voices on X · top 15 · 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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