HRMY Earnings
Tuesday, May 05 2026
EPS Estimate
$0.93
$0.74 – $1.08
Revenue Estimate
$228M
Current Price
$29.99
Our Position
bullishWAKIX revenue hits $868M, $1B blockbuster status looms
structured data
est. revisions rising
(+25.4pp / 30d)
Six consecutive years of revenue growth and steady patient adoption prove WAKIX has durability beyond launch hype. Hitting blockbuster status next year would validate the franchise's competitive moat in narcolepsy and establish HRMY as a sustainable revenue generator, not a one-hit wonder riding a single indication.
Watch: Watch Q1 2026 patient additions and guidance for 2026 revenue. If the 400-patient-per-quarter pace holds and management affirms $1B+ revenue outlook, the Hold rating likely shifts—Deutsche Bank's recent target cut to $30 from $31 suggests limited upside in their view, but blockbuster confirmation could flip sentiment.
Data Signal Summary
2 bullish
2 bearish
Estimates up +8%
Insider selling cluster
Put/call 0.1 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
10.7
Est. Revisions (30d)
+7.9% 0up/2dn
Analyst Target (mean)
$42 $25–$62 +40%
Options P/C Ratio
0.15
Est. Dispersion
48% 4 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Citadel, Bridgewater, Two Sigma, D.E. Shaw
Recent Activity
insider trades
50 transactions
Other
·
ZAESKE ADAM H. (Officer)
·7,500 shares
Sell
·
KAPADIA SANDIP S. (Chief Financial Officer)
·3,746 shares
·$139,171
Other
·
DAYNO JEFFREY M (Chief Executive Officer)
·23,500 shares
Other
·
KAPADIA SANDIP S. (Chief Financial Officer)
·8,538 shares
Other
·
SERAFIN ANDREW (Officer)
·5,100 shares
45 more
Other
·
BUDUR KUMAR
·4,850 shr
Sell
·
KAPADIA SANDIP S.
·20,961 shr
·$752,833
Sell
·
DAYNO JEFFREY M
·25,933 shr
·$1,040,103
Exercise
·
DAYNO JEFFREY M
·20,000 shr
·$164,400
Sell
·
KAPADIA SANDIP S.
·20,000 shr
·$790,896
Exercise
·
KAPADIA SANDIP S.
·20,000 shr
·$580,600
Sell
·
KAPADIA SANDIP S.
·3,427 shr
·$119,945
Other
·
KAPADIA SANDIP S.
·45,000 shr
Sell
·
KAPADIA SANDIP S.
·21,573 shr
·$787,378
Other
·
BUDUR KUMAR
·18,750 shr
Sell
·
KAPADIA SANDIP S.
·6,987 shr
·$227,386
Other
·
KAPADIA SANDIP S.
·15,000 shr
Sell
·
DIERKS JEFFREY G
·4,869 shr
·$159,090
Exercise
·
DIERKS JEFFREY G
·4,869 shr
·$40,023
Sell
·
KAPADIA SANDIP S.
·1,775 shr
·$67,547
Sell
·
DIERKS JEFFREY G
·14,754 shr
·$551,575
Other
·
DAYNO JEFFREY M
·10,500 shr
Other
·
KAPADIA SANDIP S.
·3,812 shr
Exercise
·
DIERKS JEFFREY G
·15,812 shr
·$402,806
Other
·
SERAFIN ANDREW
·2,500 shr
Other
·
BUDUR KUMAR
·2,187 shr
Sell
·
DAYNO JEFFREY M
·19,293 shr
·$774,245
Exercise
·
DAYNO JEFFREY M
·19,293 shr
·$158,588
Sell
·
KAPADIA SANDIP S.
·25,000 shr
·$1,004,598
Exercise
·
KAPADIA SANDIP S.
·25,000 shr
·$725,750
Sell
·
DIERKS JEFFREY G
·30,598 shr
·$1,147,715
Exercise
·
DIERKS JEFFREY G
·30,598 shr
·$1,023,197
Sell
·
DIERKS JEFFREY G
·10,507 shr
·$388,841
Exercise
·
DIERKS JEFFREY G
·10,507 shr
·$351,354
Sell
·
DIERKS JEFFREY G
·7,180 shr
·$265,946
Exercise
·
DIERKS JEFFREY G
·7,180 shr
·$240,099
Sell
·
VALOR EQUITY PARTNERS
·4,600,000 shr
·$139,391,500
Sell
·
MARSHMAN FUND TRUST II
·4,600,000 shr
·$139,391,500
Sell
·
VALOR IV PHARMA HOLDINGS L.L.C.
·4,600,000 shr
·$139,391,500
Sell
·
DIERKS JEFFREY G
·21,496 shr
·$870,018
Exercise
·
DIERKS JEFFREY G
·21,496 shr
·$515,904
Sell
·
DIERKS JEFFREY G
·36,357 shr
·$1,274,547
Sell
·
DIERKS JEFFREY G
·400 shr
·$16,077
Exercise
·
DIERKS JEFFREY G
·400 shr
·$9,600
Other
·
KAPADIA SANDIP S.
·60,000 shr
Sell
·
DIERKS JEFFREY G
·35,846 shr
·$1,434,951
Exercise
·
DIERKS JEFFREY G
·35,846 shr
·$860,304
Other
·
DIERKS JEFFREY G
·60,000 shr
Sell
·
DIERKS JEFFREY G
·200 shr
·$8,009
Exercise
·
DIERKS JEFFREY G
·200 shr
·$4,800
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