Analyst Consensus ?
ConsensusBuy16 ratings
Bullish1487.5%
Neutral212.5%
Bearish00.0%
Roivant Sciences Ltd. · ROIV · FY2025 Q4 · Calendar Q2 2026
Roivant advances pipeline as pivotal trials and readouts approach
The call’s investment case rests on converting encouraging pipeline evidence into validated later-stage outcomes and launches. Management pointed to progress across 1402, brepocitinib and mosliciguat, while the next tests include randomized or longer-term data, trial execution and regulatory decisions; the transcript analysis also cited the Moderna settlement as support for development and commercial preparation.
Why did ROIV rise 14.9% after beating EPS estimates in FY2025 Q4?
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Reported Before market openNASDAQHealthcare
$28.08B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$-0.28
Consensus $-0.29
EPS surprise
+3.5%
Reported versus consensus
Reported revenue
$2.5M
Consensus $3.4M
Revenue surprise
-26.2%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+14.9%
Event window
SPY move
+1.0%
Same window
Abnormal move
+13.9%
Stock minus SPY
Volume
3.0×
Versus trailing sessions
Subsequent drift
-3.0%
Up to 20 sessions
ROIVSPY benchmark
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Why did ROIV rise 14.9% after beating EPS estimates in FY2025 Q4?What changed in ROIV's guidance and outlook in FY2025 Q4?Give me the bull and bear case for ROIV after FY2025 Q4 earnings.
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Transcript intelligence
What changed
Management described open-label 1402 responses in heavily refractory rheumatoid arthritis, brepocitinib’s breakthrough therapy designation for cutaneous sarcoidosis and progress toward its dermatomyositis launch, and mosliciguat’s advancement in PH-ILD studies. The call also highlighted the Moderna settlement. Compared with the prior-quarter analysis, this quarter’s analysis emphasizes newer program data and commercial preparation alongside plans for additional Phase III studies and second-half 2026 readouts.
Guidance delta
Guidance sentiment was classified as maintained in the supplied analysis. No changed formal financial guidance was identified there.
Key takeaways
- The supplied analysis reports encouraging open-label 1402 responses in refractory rheumatoid arthritis, but randomized-withdrawal and longer-duration evidence remain important tests.
- Brepocitinib received breakthrough therapy designation for cutaneous sarcoidosis; management discussed a planned dermatomyositis launch and Phase III work in additional indications.
- Mosliciguat is progressing through Phase II evaluation for PH-ILD; the planned FOCUS study will assess pulmonary vascular resistance and six-minute-walk outcomes.
- Management cited the Moderna settlement and cash resources as support for upcoming development and commercial preparation; future clinical and regulatory milestones remain uncertain.
Management priorities
- Advance 1402 and brepocitinib clinical programs, including planned Phase III studies and additional readouts.
- Continue mosliciguat’s Phase II FOCUS study and evaluate its pulmonary vascular resistance and six-minute-walk outcomes.
- Prepare for brepocitinib commercialization through payer engagement and specialty-pharmacy partnerships.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$41.94Current
$10Low
$32.09Average
$55High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 11, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| HC Wainwright & Co. | Buy | Buy | Maintain | Nov 10, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 28, 2026 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Oct 12, 2026 |
| TD Cowen | Buy | Buy | Maintain | Sep 9, 2026 |
| Guggenheim | Buy | Buy | Maintain | Sep 9, 2026 |
| Jefferies | Buy | Buy | Maintain | Sep 8, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Apr 16, 2026 |
| Leerink Partners | Outperform | Outperform | Maintain | Dec 15, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Dec 15, 2025 |
| JP Morgan | Overweight | Overweight | Maintain | Sep 18, 2025 |
| B of A Securities | Neutral | Neutral | Maintain | Sep 18, 2025 |
| Deutsche Bank | Buy | Buy | Maintain | Apr 3, 2024 |
| Truist Securities | Buy | Buy | Maintain | Mar 25, 2024 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Sep 18, 2023 |
| SVB Leerink | Outperform | Outperform | Maintain | Dec 19, 2022 |
| Cowen & Co. | Outperform | Outperform | Maintain | Oct 26, 2021 |
Named analyst price targets
Upside is calculated against the persisted current price $41.94. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Stifel Nicolaus | Analyst unavailable | $51 | $39.57 | +21.6% | Sep 16, 2026 |
| Guggenheim | Yastin Suneja | $46 | $41.48 | +9.7% | Sep 9, 2026 |
| UBS | Analyst unavailable | $55 | $41.48 | +31.1% | Sep 9, 2026 |
| H.C. Wainwright | Analyst unavailable | $47 | $42.03 | +12.1% | Sep 8, 2026 |
| Jefferies | Analyst unavailable | $52 | $41.7 | +24.0% | Sep 8, 2026 |
| H.C. Wainwright | Douglas Tsao | $41 | $35.12 | -2.2% | Aug 7, 2026 |
| Guggenheim | Yastin Suneja | $36 | $29.96 | -14.2% | May 26, 2026 |
| Cowen & Co. | Analyst unavailable | $41 | $32.18 | -2.2% | May 21, 2026 |
| Leerink Partners | David Risinger | $42 | $32.41 | +0.1% | May 21, 2026 |
| Piper Sandler | Analyst unavailable | $40 | $29.26 | -4.6% | Apr 16, 2026 |
| H.C. Wainwright | Douglas Tsao | $34 | $28.81 | -18.9% | Mar 4, 2026 |
| H.C. Wainwright | Analyst unavailable | $33 | $27.67 | -21.3% | Feb 10, 2026 |
| Jefferies | Analyst unavailable | $30 | $26.44 | -28.5% | Feb 9, 2026 |
| Guggenheim | Analyst unavailable | $30 | $25.82 | -28.5% | Feb 9, 2026 |
| Guggenheim | Analyst unavailable | $28 | $22.3 | -33.2% | Dec 18, 2025 |
| Leerink Partners | David Risinger | $32 | $22.1 | -23.7% | Dec 15, 2025 |
| H.C. Wainwright | Analyst unavailable | $26 | $21.46 | -38.0% | Dec 12, 2025 |
| Guggenheim | Yastin Suneja | $25 | $20.56 | -40.4% | Nov 14, 2025 |
| Leerink Partners | David Risinger | $29 | $21.17 | -30.9% | Nov 11, 2025 |
| Jefferies | Analyst unavailable | $20 | $15.47 | -52.3% | Sep 18, 2025 |
| Guggenheim | Analyst unavailable | $21 | $15.24 | -49.9% | Sep 18, 2025 |
| H.C. Wainwright | Analyst unavailable | $20 | $15.24 | -52.3% | Sep 18, 2025 |
| Leerink Partners | David Risinger | $17 | $11.92 | -59.5% | Oct 21, 2024 |
| Goldman Sachs | Corinne Jenkins | $17 | $12.06 | -59.5% | Sep 19, 2024 |
| Bank of America Securities | Chi Fong | $12.5 | $12.46 | -70.2% | Sep 11, 2024 |
| Piper Sandler | Allison Bratzel | $20 | $10.39 | -52.3% | May 31, 2024 |
| H.C. Wainwright | Douglas Tsao | $18 | $10.92 | -57.1% | Apr 3, 2024 |
| Deutsche Bank | Neena Bitritto-Garg | $15 | $10.92 | -64.2% | Apr 3, 2024 |
| Goldman Sachs | Corinne Jenkins | $18 | $10.92 | -57.1% | Apr 2, 2024 |
| Goldman Sachs | Corinne Jenkins | $16 | $10.62 | -61.9% | Mar 13, 2024 |
| Citigroup | Analyst unavailable | $14 | $7.56 | -66.6% | Jan 5, 2023 |
| Leerink Partners | Analyst unavailable | $10 | $7.32 | -76.2% | Dec 19, 2022 |
| Citigroup | Analyst unavailable | $10 | $4.04 | -76.2% | Aug 18, 2022 |
| Goldman Sachs | Analyst unavailable | $12 | $3.86 | -71.4% | May 24, 2022 |
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Start freeCompany context
Snapshot as of publicationRoivant Sciences Ltd. is a biopharmaceutical and healthcare technology company dedicated to discovering and advancing innovative therapeutic drugs. The firm's development pipeline targets a broad spectrum of diseases, including various forms of solid tumors and oncologic malignancies, hematological disorders like sickle cell disease and warm autoimmune hemolytic anemia, as well as rare conditions such as hypophosphatasia. Additionally, Roivant is developing treatments for immunological and dermatological ailments, including psoriasis, atopic dermatitis, vitiligo, hyperhidrosis, acne, myasthenia gravis, thyroid eye diseases, and sarcoidosis, alongside tackling infections like staph aureus bacteremia. Founded in 2014, its operations are based in London, United Kingdom.
Historical context
All ROIV earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| HUM Humana Inc. | FY2026 Q3 · Calendar Q4 2026 | +30.0% | +5.3% | Humana raises FY2026 adjusted EPS outlook as membership and Stars metrics improve |
| MRNA Moderna, Inc. | FY2026 Q3 · Calendar Q4 2026 | +134.5% | +5.3% | Moderna’s Q3 outlook reset puts commercial execution alongside oncology milestones |
| ELAN Elanco Animal Health Incorporated | FY2026 Q3 · Calendar Q4 2026 | +33.1% | +8.7% | Elanco lifts full-year outlook as innovation and margins strengthen |
Latest beats and misses
Who reports nextBeat on EPS
- VGFY2026 Q3 · November 10, 2026+92.7% EPS+1.7% move
- TDGFY2026 Q4 · November 10, 2026+1.9% EPS+0.5% move
- ONONFY2026 Q3 · November 10, 2026+39.9% EPS-7.5% move
- CRWVFY2026 Q3 · November 10, 20260.0% EPS-0.5% move
- OXYFY2026 Q3 · November 9, 2026+30.8% EPS+2.0% move
- MGREFY2026 Q3 · November 9, 2026+8.1% EPS+0.6% move
Missed on EPS
- EMBJFY2026 Q3 · November 10, 2026-49.4% EPS+7.0% move
- VODFY2027 Q2 · November 10, 2026-72.8% EPS-1.2% move
- SEFY2026 Q3 · November 10, 2026-5.1% EPS-1.5% move
- BAPFY2026 Q3 · November 9, 2026-2.6% EPS+3.3% move
- JBSFY2026 Q3 · November 9, 2026-28.6% EPS-5.5% move
- CIBFY2026 Q3 · November 9, 2026-10.1% EPS-4.0% move
Get the ROIV recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-20T16:22:05.666044+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-09T22:50:44.871814+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-09T22:50:44.868859+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-09. For educational purposes only; not investment advice.