PTC Therapeutics (NASDAQ:PTCT) Releases Quarterly Earnings Results, Misses Estimates By $1.46 EPS

PTC Therapeutics (NASDAQ:PTCT) announced its quarterly earnings data on Thursday. The biopharmaceutical company reported ($1.67) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.21) by ($1.46), Zacks reports. The firm had revenue of $164.68 million for the quarter, compared to analysts’ expectations of $281.45 million. PTC Therapeutics had a net margin of 39.44% and a negative return on equity of 373.67%. The business’s quarterly revenue was down 22.7% on a year-over-year basis. During the same period in the prior year, the business posted ($0.85) earnings per share.

Here are the key takeaways from PTC Therapeutics’ conference call:

• Sephience global launch is off to a strong start with broad uptake across ages and centers, generating approximately $92M in Q4 and $111M of revenue since launch in 2025.
• PTC provided 2026 product revenue guidance of $700M–$800M (majority from Sephience) and OpEx guidance of $680M–$720M, positioning the company to potentially reach cash-flow breakeven in 2026.
• PTC monetized the remainder of its Evrysdi royalty to Royalty Pharma for $240M upfront (plus up to $60M in sales milestones) and retains a possible $150M Roche sales milestone, but the transaction changes future royalty cash dynamics despite continuing to show Evrysdi on the financial statements.
• Votoplam (Huntington’s) advanced toward registrational development after an FDA end-of-phase-2 meeting; Novartis will start the phase 3 INVEST‑HD trial in H1 2026 with an interim analysis that could support an accelerated approval pathway.
• Vatiquinone received a CRL and FDA indicated an additional study will be required (likely an open‑label single‑arm study using a natural history comparator), delaying a clear path to resubmission while PTC and FDA align on protocol in Q2 2026.

PTC Therapeutics Stock Up 1.1%

Shares of PTCT opened at $70.66 on Friday. The stock has a market capitalization of $5.67 billion, a P/E ratio of 9.13 and a beta of 0.48. PTC Therapeutics has a twelve month low of $35.95 and a twelve month high of $87.50. The firm has a fifty day simple moving average of $74.91 and a two-hundred day simple moving average of $67.91.

Insider Transactions at PTC Therapeutics

In related news, CEO Matthew B. Klein sold 8,089 shares of the business’s stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $76.64, for a total transaction of $619,940.96. Following the transaction, the chief executive officer owned 341,875 shares in the company, valued at $26,201,300. The trade was a 2.31% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Allan Steven Jacobson sold 14,199 shares of the stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $83.55, for a total value of $1,186,326.45. Following the completion of the sale, the director owned 17,451 shares of the company’s stock, valued at approximately $1,458,031.05. This trade represents a 44.86% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 298,246 shares of company stock valued at $23,393,870. Company insiders own 5.50% of the company’s stock.

Hedge Funds Weigh In On PTC Therapeutics

Several hedge funds have recently made changes to their positions in PTCT. Janus Henderson Group PLC lifted its stake in PTC Therapeutics by 28.6% in the fourth quarter. Janus Henderson Group PLC now owns 4,851,332 shares of the biopharmaceutical company’s stock worth $368,587,000 after acquiring an additional 1,077,776 shares during the period. State Street Corp lifted its position in shares of PTC Therapeutics by 34.2% in the 4th quarter. State Street Corp now owns 4,206,126 shares of the biopharmaceutical company’s stock worth $319,497,000 after purchasing an additional 1,071,343 shares during the period. Toronto Dominion Bank boosted its stake in shares of PTC Therapeutics by 27.5% during the 4th quarter. Toronto Dominion Bank now owns 4,138,215 shares of the biopharmaceutical company’s stock valued at $314,339,000 after purchasing an additional 891,690 shares in the last quarter. Morgan Stanley boosted its stake in shares of PTC Therapeutics by 115.8% during the 4th quarter. Morgan Stanley now owns 905,192 shares of the biopharmaceutical company’s stock valued at $68,758,000 after purchasing an additional 485,775 shares in the last quarter. Finally, Palo Alto Investors LP increased its position in shares of PTC Therapeutics by 112.2% during the third quarter. Palo Alto Investors LP now owns 862,613 shares of the biopharmaceutical company’s stock valued at $52,939,000 after buying an additional 456,144 shares during the period.

Wall Street Analysts Forecast Growth

Several research firms have commented on PTCT. Royal Bank Of Canada decreased their price target on shares of PTC Therapeutics from $87.00 to $82.00 and set a “sector perform” rating on the stock in a research note on Friday. Wells Fargo & Company reduced their target price on shares of PTC Therapeutics from $93.00 to $86.00 and set an “overweight” rating on the stock in a report on Friday. Cantor Fitzgerald reiterated an “overweight” rating on shares of PTC Therapeutics in a research report on Friday. Bank of America lowered their price target on shares of PTC Therapeutics from $97.00 to $93.00 and set a “buy” rating for the company in a research note on Friday. Finally, Morgan Stanley restated an “overweight” rating and set a $90.00 price target on shares of PTC Therapeutics in a research report on Thursday, January 8th. Ten equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $80.73.

Key Stories Impacting PTC Therapeutics

Here are the key news stories impacting PTC Therapeutics this week:

• Positive Sentiment: Full-year product and royalty revenue topped guidance and Sephience (sepiapterin) showed strong early commercial uptake (Q4 Sephience revenue $92M; 2025 Sephience revenue $111M). The company also ended 2025 with ~$1.95B in cash, supporting runway for commercialization and R&D. PR Newswire
• Positive Sentiment: Bank of America trimmed its price target from $97 to $93 but maintained a “buy” rating — an analyst endorsement that can temper downside and attract buyers despite the cut. Benzinga
• Neutral Sentiment: Earnings-call transcripts and analyst notes are available to parse management commentary and one‑time vs. structural drivers of the miss; these will be important for judging whether weakness is temporary or persistent. Earnings Call Transcript
• Negative Sentiment: Q4 results materially missed expectations: EPS of ($1.67) vs. consensus ($0.21) and revenue $164.7M vs. $281.5M expected — a large shortfall that directly pressured the stock. Zacks: Q4 miss
• Negative Sentiment: Management set FY‑2026 revenue guidance at $700M–$800M versus Street consensus near $974M — a notable downgrade that reduces near‑term upside and raises questions on commercial demand assumptions. PR Newswire: Guidance
• Negative Sentiment: Regulatory uncertainty increased after PTC withdrew a Translarna NDA, prompting fresh questions about that program’s prospects and potential contribution to future revenue. Yahoo: Translarna article
• Negative Sentiment: Significant insider selling occurred Feb. 17–18 (CEO, CFO, EVP, CAO and other insiders sold shares in multiple filings). While sales can be routine (taxes, diversification), clustered executive sales can be perceived negatively by the market. SEC Form 4 (example)

About PTC Therapeutics

PTC Therapeutics, Inc is a biopharmaceutical company focused on the discovery, development and commercialization of small molecule and biologic therapies for the treatment of rare genetic disorders. Since its founding in 1998, PTC has dedicated its efforts to addressing high unmet medical needs by targeting underlying genetic causes of disease. The company’s research platform emphasizes mechanisms such as nonsense suppression and RNA modulation, enabling the development of novel treatments for conditions with limited therapeutic options.

Among PTC’s approved products is Translarna (ataluren), a first-in-class therapy designed to treat nonsense mutation Duchenne muscular dystrophy in select markets.