AXSM Earnings
Monday, May 04 2026
EPS Estimate
$-0.76
$-0.96 – $-0.21
Revenue Estimate
$193M
Current Price
$188.99
Our Position
neutralCOO receives 19,663 RSUs in routine equity grant
structured data
est. revisions rising
(+34.6pp / 30d)
Routine equity grants are table stakes for C-suite retention, not a catalyst. This award suggests normal course compensation planning with no signaling value about company health or strategic direction.
Watch: Monitor whether equity grants accelerate or expand in size, which could signal retention concerns or major operational changes ahead. Watch for change-of-control language activation.
Data Signal Summary
2 bullish
2 bearish
Estimates up +2%
Insider selling cluster
Put/call 0.7 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
+2.2% 1up/0dn
Analyst Target (mean)
$224 $199–$260 +19%
Options P/C Ratio
0.66
Est. Dispersion
99% 7 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma, Renaissance, Bridgewater
Recent Activity
insider trades
55 transactions
Sell
·
COLEMAN MARK H (Director)
·25,000 shares
·$4,027,750
Sell
·
JACOBSON MARK L (Chief Operating Officer)
·35,378 shares
·$5,726,991
Exercise
·
JACOBSON MARK L (Chief Operating Officer)
·35,378 shares
·$100,827
Exercise
·
COLEMAN MARK H (Director)
·6,250 shares
·$30,938
Exercise
·
COLEMAN MARK H (Director)
·12,485 shares
·$61,801
50 more
Exercise
·
COLEMAN MARK H
·5,193 shr
·$41,648
Sell
·
TABUTEAU HERRIOT
·32,410 shr
·$6,015,296
Exercise
·
TABUTEAU HERRIOT
·32,410 shr
·$259,928
Sell
·
PIZZIE NICK
·12,000 shr
·$2,255,040
Exercise
·
PIZZIE NICK
·12,000 shr
·$42,000
Sell
·
MAIZEL ARI
·7,500 shr
·$1,383,300
Exercise
·
MAIZEL ARI
·7,500 shr
·$530,475
Sell
·
TABUTEAU HERRIOT
·139,414 shr
·$23,881,618
Exercise
·
TABUTEAU HERRIOT
·139,414 shr
·$1,118,100
Sell
·
SAAD MARK E
·37,577 shr
·$6,206,969
Exercise
·
SAAD MARK E
·37,577 shr
·$205,135
Sell
·
TABUTEAU HERRIOT
·79,973 shr
·$11,648,582
Exercise
·
TABUTEAU HERRIOT
·79,973 shr
·$641,383
Sell
·
TABUTEAU HERRIOT
·163,939 shr
·$21,815,669
Exercise
·
TABUTEAU HERRIOT
·163,939 shr
·$1,314,791
Sell
·
TABUTEAU HERRIOT
·45,384 shr
·$5,418,060
Exercise
·
TABUTEAU HERRIOT
·45,384 shr
·$363,980
Sell
·
JACOBSON MARK L
·10,000 shr
·$1,159,600
Exercise
·
JACOBSON MARK L
·10,000 shr
·$28,500
Sell
·
TABUTEAU HERRIOT
·62,880 shr
·$7,361,891
Exercise
·
TABUTEAU HERRIOT
·62,880 shr
·$504,298
Sell
·
JACOBSON MARK L
·45,783 shr
·$5,241,127
Exercise
·
JACOBSON MARK L
·40,000 shr
·$196,500
Buy
·
COLEMAN MARK H
·1,575 shr
·$200,466
Sell
·
SAAD MARK E
·9,127 shr
·$1,141,514
Exercise
·
SAAD MARK E
·9,127 shr
·$82,143
Sell
·
JEFFS ROGER A
·13,464 shr
·$1,665,228
Sell
·
JEFFS ROGER A
·60,000 shr
·$7,303,400
Sell
·
JEFFS ROGER A
·36,694 shr
·$4,405,216
Sell
·
MURDOCK HUNTER R
·13,514 shr
·$1,370,647
Exercise
·
MURDOCK HUNTER R
·13,514 shr
·$404,204
Sell
·
MURDOCK HUNTER R
·22,500 shr
·$2,276,850
Exercise
·
MURDOCK HUNTER R
·22,500 shr
·$672,975
Sell
·
JACOBSON MARK L
·25,000 shr
·$2,761,000
Exercise
·
JACOBSON MARK L
·25,000 shr
·$200,500
Sell
·
COLEMAN MARK H
·7,500 shr
·$783,375
Sell
·
JACOBSON MARK L
·40,673 shr
·$4,232,636
Exercise
·
JACOBSON MARK L
·40,673 shr
·$263,154
Sell
·
COLEMAN MARK H
·3,000 shr
·$322,473
Sell
·
PIZZIE NICK
·15,000 shr
·$1,951,530
Exercise
·
PIZZIE NICK
·15,000 shr
·$52,500
Exercise
·
COLEMAN MARK H
·9,127 shr
·$82,143
Exercise
·
COLEMAN MARK H
·33,410 shr
·$198,455
Sell
·
SAAD MARK E
·11,016 shr
·$1,005,871
Exercise
·
SAAD MARK E
·11,016 shr
·$40,429
Sell
·
JACOBSON MARK L
·47,739 shr
·$4,022,488
Exercise
·
JACOBSON MARK L
·47,739 shr
·$192,866
Sell
·
COLEMAN MARK H
·10,497 shr
·$789,107
Sell
·
JACOBSON MARK L
·7,910 shr
·$587,813
Exercise
·
JACOBSON MARK L
·13,693 shr
·$17,801
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