KRYS

KRYS Earnings Preview

Krystal Biotech, Inc. · Healthcare · $8B

14d until earnings

KRYS Earnings

Monday, May 04 2026
EPS Estimate
$1.39
$1.28 – $1.69
Revenue Estimate
$112M
Current Price
$274.21

Our Position

bullish

Guggenheim raises PT 27% on strong VYJUVEK ramp

structured data est. revisions rising (+22.7pp / 30d)

VYJUVEK's $389M annual revenue run-rate validates commercial execution in a first-mover rare disease gene therapy market. The 27% price target raise paired with sustained Buy conviction signals Guggenheim sees clear visibility to sustained growth as international expansion accelerates and reimbursement penetration deepens in the U.S. — this is a pathway to durable, profitable growth in one of biotech's most capital-efficient franchises.

Watch: Track Q1 2026 patient additions and Italy launch timing in the spring/summer. Both data points directly answer whether international revenue can replicate U.S. traction or if VYJUVEK adoption plateaus outside the U.S. market.

Data Signal Summary

2 bullish
2 bearish
Estimates up +4% Insider selling cluster Put/call 0.5 (bullish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
39.1
Est. Revisions (30d)
+4.0% 0up/0dn
Analyst Target (mean)
$314 $241–$371 +15%
Options P/C Ratio
0.51
Est. Dispersion
28% 7 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, D.E. Shaw, Bridgewater, Renaissance

Recent Activity

insider trades 37 transactions
Sell · KRISHNAN SUMA M (Officer, Director and Beneficial Owner) ·25,000 shares ·$6,580,270
Sell · KRISHNAN KRISH S (Chief Executive Officer) ·25,000 shares ·$6,579,164
Sell · ROMANO KATHRYN (Officer) ·750 shares ·$200,700
Sell · JANNEY DANIEL SPENCER (Director) ·11,803 shares ·$3,252,824
Other · KRISHNAN SUMA M (Officer, Director and Beneficial Owner) ·67,225 shares
32 more
Other · KRISHNAN KRISH S ·67,225 shr
Other · ROMANO KATHRYN ·8,050 shr
Sell · JANNEY DANIEL SPENCER ·60,161 shr ·$16,149,383
Exercise · JANNEY DANIEL SPENCER ·37,895 shr ·$93,222
Sell · ROSSI DINO A ·18,950 shr ·$4,953,694
Exercise · ROSSI DINO A ·18,950 shr ·$166,570
Other · ROMANO KATHRYN ·750 shr
Sell · ROMANO KATHRYN ·12,500 shr ·$3,401,705
Exercise · ROMANO KATHRYN ·12,500 shr ·$794,375
Other · KRISHNAN SUMA M ·5,000 shr
Other · KRISHNAN KRISH S ·5,000 shr
Sell · KRISHNAN SUMA M ·50,000 shr ·$11,007,333
Sell · KRISHNAN KRISH S ·50,000 shr ·$11,007,447
Sell · KRISHNAN SUMA M ·35,873 shr ·$5,395,001
Sell · KRISHNAN KRISH S ·35,873 shr ·$5,395,001
Sell · KRISHNAN SUMA M ·14,127 shr ·$2,122,835
Sell · KRISHNAN KRISH S ·14,127 shr ·$2,122,835
Sell · KRISHNAN SUMA M ·50,000 shr ·$8,889,525
Sell · KRISHNAN KRISH S ·50,000 shr ·$8,889,525
Other · KRISHNAN SUMA M ·77,500 shr
Other · KRISHNAN KRISH S ·77,500 shr
Other · ROMANO KATHRYN ·12,500 shr
Sell · ROMANO KATHRYN ·750 shr ·$131,415
Sell · KRISHNAN SUMA M ·50,000 shr ·$8,240,023
Sell · KRISHNAN KRISH S ·50,000 shr ·$8,240,023
Other · ROSSI DINO A ·5,000 shr
Sell · KRISHNAN SUMA M ·50,000 shr ·$9,888,276
Sell · KRISHNAN KRISH S ·50,000 shr ·$9,888,276
Sell · KRISHNAN SUMA M ·50,000 shr ·$8,788,062
Sell · KRISHNAN KRISH S ·50,000 shr ·$8,788,062
Sell · GANGOLLI JULIAN S. ·20,000 shr ·$3,282,690
Exercise · GANGOLLI JULIAN S. ·20,000 shr ·$455,000