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LQLQDA

Liquidia Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 42× YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.6K/wk), no spike
$LQDA·$2.5B·Medical - Pharmaceuticals·Healthcare
$28.02+5.0%YTD-18.9%1Y+16.4%
Price updated 1h ago·X counts updated 4d ago
LQLQDA
$LQDALiquidia Corporation
$28.02+5.02%1.6k posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LQDA 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.

1,607X posts · last 7 days
Sep 21Oct 4
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $LQDA'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 data5 posts analyzed · as of 2026-09-16

Liquidia sentiment leans bullish with a legal-catalyst hook. WF reiterated linear growth, LQDA is projecting a $500M cash-balance increase in 2027, and posters point at UTHR being worth $14-16B before Phase 3 IPF data as the read-through — arguing $LQDA has room to rerate to that level once the '327 case resolves and SSc-RP/L606/COPD readouts land. The Bastion growth-screen posts show it at 98 alongside $ALAB and $RDDT. No bear voice.

Read what X is saying about $LQDA

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

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

Falling on heavy selling — points lower unless it turns around.

Liquidia at 9% of 52-week range after losing the Yutrepia patent dispute — $500M cash build is the forward anchor.

Liquidia develops inhaled therapies for pulmonary hypertension and interstitial lung diseases — Yutrepia is the lead asset in a patent fight with United Therapeutics (UTHR). The stock plunged 57% after the UTHR patent ruling, now at 9% of its 52-week range with 11x normal volume.

  • The P&L actually accelerated: revenue grew 4,159% YoY to $132.9M last quarter at a 46% operating margin and 92% gross margin — the Yutrepia launch is working commercially, which is what makes the patent setback so damaging. Analyst estimates for Nov 2 EPS are $0.90.
  • The UTHR patent-litigation setback is the specific overhang: UTHR prevailed in Yutrepia patent dispute, dropping LQDA 57% and setting up the next clinical/patent catalysts (SSc-RP, L606, COPD readouts) as the forward re-rate levers.
  • Insider SINGH's $1.2M in sales at $66-$68 are from a prior-high period (before the patent decision) — a legitimate conviction trim before the ruling, which bears could cite as prescient.

Breaking-down holds unless Nov 2 earnings quantify the ongoing patent-litigation strategy and announce specific SSc-RP/L606/COPD data timelines. Another patent-litigation setback, or any specific commentary that Yutrepia revenue is slowing, is what seals the de-rating; a settlement with UTHR plus a specific L606 Phase 3 initiation announcement is what could restart the move.

Agrees with X sentimentX bulls citing WF's linear-growth reiteration, LQDA's $500M cash balance increase projected in 2027, UTHR's $14-16B valuation read-through, SSc-RP/L606/COPD readouts, and the Bastion growth-screen (98 alongside ALAB and RDDT) have the specific thesis elements — but the patent-setback is a real binary negative.

What to watch: Nov 2 earnings — Yutrepia revenue trajectory, cash position toward the $500M 2027 target, patent-litigation strategy, SSc-RP/L606/COPD readout timelines. Another patent-litigation setback or Yutrepia revenue decline is what seals the breaking-down.

On the calendar: 2026-11-02 — Q3 FY26 earnings

Read the AI verdict on $LQDA

  • 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.

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 Medical - Pharmaceuticals sits in its cycle right now — and what that implies for $LQDA.

Medical - Pharmaceuticals · Healthcare

No material change from last week — Established-reimbursement specialty pharma is the defensive anchor: CORT earns EU CHMP positive opinion for Lifyorli (relacorilant) and grows to mid-cap on institutional support.

What this means for $LQDA

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

Industry benchmark

4-name peer basket
+67.2%YTD
+31.2%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
Q2 2026Aug 12, 2026$0.74$0.70+5.7%
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%
Next earningsMon, Nov 2·consensus EPS $0.83

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$670.0M$616.0M – $723.9M$2.49$1.85 – $3.335
FY27$739.0M$567.4M – $909.0M$2.34$1.71 – $3.425
FY28$839.1M$662.0M – $1.1B$3.16$2.07 – $4.055
FY29$987.2M$773.4M – $1.3B$3.89$2.79 – $5.252
FY30$1.1B$853.3M – $1.4B$4.41$3.17 – $5.952

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.2.2×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.7%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.-61.0%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.-50.7%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 today11.2% 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

SellOct 5Stephen M BlochDirector235.5K sh$6.4MSellSep 14Raman SinghDirector8.5K sh$560KSellSep 11Raman SinghDirector9.0K sh$619KSellSep 1Sarah KreppChief Human Resource Officer274 sh$19KSellAug 21Jason AdairChief Business Officer73.6K sh$5.1MSellAug 20Katherine Rielly-gauvinDirector18.4K sh$1.3MSellAug 19Katherine Rielly-gauvinDirector36.8K sh$2.8MSellAug 19Rajeev SaggarChief Medical Officer50.0K sh$3.7MSellAug 17Rajeev SaggarChief Medical Officer29.5K sh$2.3MSellJul 27Dana BoyleChief Accounting Officer1.6K sh$140K
1–10 of 71
+ 25 other (17 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
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 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.

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

Recent news

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

LIQUIDIA INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Liquidia Corporation on Behalf of Liquidia Stockholders and Encourages Investors to Contact the Firmglobenewswire.com·1d agoLIQUIDIA CORPORATION INVESTIGATION: LQDA Securities Investors Encouraged to Contact Kirby McInerney LLP About Their Rightsglobenewswire.com·2d agoLQDA SHAREHOLDER INVESTIGATION: SueWallSt Notifies Investors of Potential Securities Claims Involving Liquidia Corporationprnewswire.com·2d agoLiquidia Investigation Notice: Levi & Korsinsky Notifies Investors of Pending Investigation Into Liquidia (LQDA)prnewswire.com·3d agoLiquidia (NASDAQ:LQDA) Stock Price Down 6.1% After Analyst Downgradedefenseworld.net·4d ago

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Voices on X · last 7 days

No standout posts about $LQDA 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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