tiprankstipranks
Septerna, Inc. (SEPN)
NASDAQ:SEPN
US Market
Want to see SEPN full AI Analyst Report?

Septerna, Inc. (SEPN) AI Stock Analysis

134 Followers

Top Page

SEPN

Septerna, Inc.

(NASDAQ:SEPN)

Select Model
Select Model
Select Model
Neutral 57 (OpenAI - 5.2)
Rating:57Neutral
Price Target:
$36.00
▲(37.77% Upside)
Action:Reiterated
Date:06/30/26
The score is mainly driven by improving fundamentals—sharp revenue growth, strong positive operating/free cash flow, and a conservatively levered balance sheet—offset by continued operating losses and negative returns on equity. Lack of technical indicator data limits confidence in near-term trend assessment, while valuation is constrained by a negative P/E and missing dividend yield. Corporate events provide a modest positive tailwind from Phase 1 trial progress and stable governance.
Positive Factors
Revenue Growth
Sustained, sharp revenue growth across 2025 and TTM 2026 indicates improving commercial traction or successful monetization of programs. Over the next 2–6 months this momentum supports scaling, reduces near-term funding reliance, and strengthens bargaining power with partners and suppliers.
Negative Factors
Negative Operating Margins
Persistent sizable operating losses mean the business is not yet self-sustaining from operations. Even with revenue growth, ongoing negative margins will require sustained cash or external financing, constraining capital allocation and limiting long-term profitability until costs scale or revenues increase further.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Sustained, sharp revenue growth across 2025 and TTM 2026 indicates improving commercial traction or successful monetization of programs. Over the next 2–6 months this momentum supports scaling, reduces near-term funding reliance, and strengthens bargaining power with partners and suppliers.
Read all positive factors

Septerna, Inc. (SEPN) vs. SPDR S&P 500 ETF (SPY)

Septerna, Inc. Business Overview & Revenue Model

Company Description
Septerna, Inc., a clinical-stage biotechnology company, discovers and develops G protein-coupled receptor (GPCR) oral small molecule products for the treatment of endocrinology, immunology and inflammation, and metabolic diseases. It develops PTH1...
How the Company Makes Money
null...

Septerna, Inc. Financial Statement Overview

Summary
Financials are mixed. Revenue is rising sharply (strong top-line momentum) and operating/free cash flow turned strongly positive in 2025 and remains robust in TTM 2026, which reduces funding risk. However, profitability is still weak with materially negative operating and net margins, and returns on equity remain negative despite a low-leverage balance sheet.
Income Statement
38
Negative
Balance Sheet
72
Positive
Cash Flow
67
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022
Income Statement
Total Revenue72.25M45.95M1.07M151.00K0.00
Gross Profit71.83M45.95M1.07M151.00K0.00
EBITDA-52.12M-47.26M-70.89M-44.70M-27.39M
Net Income-36.04M-48.88M-71.80M4.18M-27.68M
Balance Sheet
Total Assets569.69M596.19M456.55M130.87M36.12M
Cash, Cash Equivalents and Short-Term Investments347.40M391.09M350.92M88.48M30.61M
Total Debt23.09M23.63M25.48M12.57M710.00K
Total Liabilities191.23M214.26M36.51M169.24M80.32M
Stockholders Equity378.46M381.93M420.05M-38.37M-44.20M
Cash Flow
Free Cash Flow106.93M109.67M-69.57M-41.60M-24.59M
Operating Cash Flow107.90M110.19M-67.47M-38.72M-23.30M
Investing Cash Flow-248.29M-229.35M-160.60M22.12M-1.29M
Financing Cash Flow1.96M1.69M377.78M74.52M30.05M

Septerna, Inc. Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price26.13
Price Trends
50DMA
29.57
Positive
100DMA
27.88
Positive
200DMA
25.70
Positive
Market Momentum
MACD
1.45
Positive
RSI
53.27
Neutral
STOCH
33.95
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SEPN, the sentiment is Neutral. The current price of 26.13 is below the 20-day moving average (MA) of 34.19, below the 50-day MA of 29.57, and above the 200-day MA of 25.70, indicating a neutral trend. The MACD of 1.45 indicates Positive momentum. The RSI at 53.27 is Neutral, neither overbought nor oversold. The STOCH value of 33.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SEPN.

Septerna, Inc. Risk Analysis

Septerna, Inc. disclosed 89 risk factors in its most recent earnings report. Septerna, Inc. reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Septerna, Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$877.45M7.4843.85%68.20%
65
Neutral
$1.56B-8.33-44.72%-15.35%37.09%
57
Neutral
$1.53B-41.98-9.44%7295.60%58.57%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
50
Neutral
$985.40M-3.31-141.95%5.37%-60.20%
43
Neutral
$84.67M-0.22174.85%-55.42%-248.85%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SEPN
Septerna, Inc.
34.00
23.15
213.36%
TBPH
Theravance Biopharma
16.93
5.62
49.69%
KURA
Kura Oncology
11.10
5.42
95.42%
GOSS
Gossamer Bio
0.17
-1.08
-86.16%
MRVI
Maravai Lifesciences Holdings
6.04
3.44
132.31%

Septerna, Inc. Corporate Events

Executive/Board ChangesShareholder Meetings
Septerna Shareholders Elect Directors, Ratify Ernst & Young
Positive
Jun 30, 2026
At its annual meeting of stockholders held on June 26, 2026, Septerna, Inc. reported that shareholders elected Shalini Sharp and Jake Simson as Class II directors to the Board for three‑year terms ending in 2029, with both to serve until suc...
Business Operations and StrategyProduct-Related Announcements
Septerna Begins Phase 1 Trial of Oral SEP-479
Positive
Apr 13, 2026
On April 13, 2026, Septerna, Inc. reported that it has begun dosing participants in a Phase 1 clinical trial of SEP-479, an oral small molecule parathyroid hormone 1 receptor agonist being developed to treat hypoparathyroidism. The program targets...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 30, 2026