Moderna makes mRNA vaccines and therapies, like a biological software company that programs cells to fight diseases—best known for its COVID-19 shot.
Revenue fell from USD 6.85B in 2023 to USD 1.94B in 2025, with gross margins shrinking from 55% to negative—COVID vaccine sales collapsed, and no new product has replaced them.
Its mRNA platform is protected by patents and manufacturing know-how, but rivals like Pfizer and BioNTech have matched the technology, and demand for its only commercial product has evaporated.
Key events, in time order
FDA approves Moderna's first mRNA flu vaccine for adults 50+, with supply expected in select retailers in coming weeks.
2026年全年营收增长指引维持在最高10%，预计全年美国与国际市场收入占比约50/50，第三季度营收约占下半年营收的55%。
Q2 revenue of $145M beat estimates, EPS loss of $1.97, but COVID vaccine sales weak
mRNA-1403 missed early success bar, impacting pipeline prospects
Q2 revenue $145M misses, GAAP EPS -$1.97, norovirus vaccine disappoints
None yet
None yet
Moderna experienced a significant price surge driven by positive news, leading to a substantial increase in mentions and upgrades. The stock is seen as a potential double from its current position.
Main discussion
Different voices
🏆 TOP 10 WEEKLY UPGRADES: $MRNA $MRK $AAPL $NBIS $PYPL $OKTA $SNOW $PANW $RBRK $SNAP https://t.co/Fpoomzyjjy
The Moderna $MRNA cashtag increased in mentions on X by 52,430%😳 On Tuesday the 18th, $MRNA was only used 39 times On Wednesday the 19th, mentions spiked up to 20,487 https://t.co/xGHUJ9mBaL
$MRNA Huge move off that cancer news. Short Squeeze there Now watch for a offering, and see how it reacts. https://schrts.co/VSvxvygT
This week, Moderna, $MRNA, spiked more than 150%. Check out Unusual Whales FDA tool to not miss any updates. See more: https://unusualwhales.com/fda-calendar https://t.co/hDNAPCfe8P
HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +572% 2. $AEHR +404% 3. $MRNA +392% 4. $TWST +359% 5. $AXTI +333% 6. $AAOI +258% 7. $DELL +251% 8. $MU +239% 9. $MRVL +179% 10. $PENG +169% 11. $NBIS +162% 12. $INTC +144% 13. $DOCN +140% 14. $LITE +135% 15. $BE +132% https://t.co/y
Zoom out on $MRNA This stock could easily double again https://t.co/Ut177SWCO9
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
