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Septerna, Inc. (SEPN)
NASDAQ:SEPN
US Market
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Septerna, Inc. (SEPN) AI Stock Analysis

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SEPN

Septerna, Inc.

(NASDAQ:SEPN)

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Neutral 63 (OpenAI - 5.2)
Rating:63Neutral
Price Target:
$40.00
▲(53.08% Upside)
Action:Reiterated
Date:06/27/26
The score is driven primarily by improving fundamentals (notably the swing to strong positive operating/free cash flow and a low-leverage balance sheet) and strong technical momentum with the stock above key moving averages. Offsetting these strengths are continued sizable losses (negative margins/ROE) and limited valuation support due to a negative P/E and no dividend, while the Phase 1 trial start is a positive but early-stage catalyst.
Positive Factors
Rapid revenue growth and improving cash generation
Cash flow swung materially positive and remained robust into TTM 2026, creating durable internal funding for operations and R&D. Strong cash generation reduces near-term external financing needs, supports trial execution and gives the company runway to advance programs over the next 2–6 months.
Negative Factors
Sizable operating and net losses; negative ROE
Despite revenue and cash improvements, the company continues to show substantial operating and net losses and negative ROE, which erode shareholder value over time. Persistent losses increase reliance on external capital or dilution, constraining long-term reinvestment and strategic flexibility.
Read all positive and negative factors
Positive Factors
Negative Factors
Rapid revenue growth and improving cash generation
Cash flow swung materially positive and remained robust into TTM 2026, creating durable internal funding for operations and R&D. Strong cash generation reduces near-term external financing needs, supports trial execution and gives the company runway to advance programs over the next 2–6 months.
Read all positive factors

Septerna, Inc. (SEPN) vs. SPDR S&P 500 ETF (SPY)

Septerna, Inc. Business Overview & Revenue Model

Company Description
Septerna, Inc., a clinical-stage biotechnology company, discovers and develops G protein-coupled receptor (GPCR) oral small molecule products for the treatment of endocrinology, immunology and inflammation, and metabolic diseases. It develops PTH1...
How the Company Makes Money
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Septerna, Inc. Financial Statement Overview

Summary
Revenue growth is strong and cash flow improved sharply, with operating and free cash flow turning strongly positive in 2025 and remaining robust in TTM 2026. The balance sheet is conservatively levered with substantial equity. The key offset is still-significant operating and net losses with materially negative margins and negative ROE, leaving the path to sustained profitability as the main risk.
Income Statement
38
Negative
Balance Sheet
72
Positive
Cash Flow
67
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022
Income Statement
Total Revenue72.25M45.95M1.07M151.00K0.00
Gross Profit71.83M45.95M1.07M151.00K0.00
EBITDA-52.12M-47.26M-70.89M-44.70M-27.39M
Net Income-36.04M-48.88M-71.80M4.18M-27.68M
Balance Sheet
Total Assets569.69M596.19M456.55M130.87M36.12M
Cash, Cash Equivalents and Short-Term Investments347.40M391.09M350.92M88.48M30.61M
Total Debt23.09M23.63M25.48M12.57M710.00K
Total Liabilities191.23M214.26M36.51M169.24M80.32M
Stockholders Equity378.46M381.93M420.05M-38.37M-44.20M
Cash Flow
Free Cash Flow106.93M109.67M-69.57M-41.60M-24.59M
Operating Cash Flow107.90M110.19M-67.47M-38.72M-23.30M
Investing Cash Flow-248.29M-229.35M-160.60M22.12M-1.29M
Financing Cash Flow1.96M1.69M377.78M74.52M30.05M

Septerna, Inc. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price26.13
Price Trends
50DMA
28.91
Positive
100DMA
27.52
Positive
200DMA
25.31
Positive
Market Momentum
MACD
2.21
Negative
RSI
66.59
Neutral
STOCH
58.03
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SEPN, the sentiment is Positive. The current price of 26.13 is below the 20-day moving average (MA) of 33.38, below the 50-day MA of 28.91, and above the 200-day MA of 25.31, indicating a bullish trend. The MACD of 2.21 indicates Negative momentum. The RSI at 66.59 is Neutral, neither overbought nor oversold. The STOCH value of 58.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SEPN.

Septerna, Inc. Risk Analysis

Septerna, Inc. disclosed 89 risk factors in its most recent earnings report. Septerna, Inc. reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Septerna, Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$908.88M7.5443.85%68.20%
65
Neutral
$1.61B-8.81-44.72%-15.35%37.09%
63
Neutral
$1.68B-42.90-9.44%7295.60%58.57%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
50
Neutral
$967.64M-3.27-141.95%5.37%-60.20%
44
Neutral
$82.13M174.85%-55.42%-248.85%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SEPN
Septerna, Inc.
34.75
24.18
228.76%
TBPH
Theravance Biopharma
17.06
6.03
54.67%
KURA
Kura Oncology
10.97
5.20
90.12%
GOSS
Gossamer Bio
0.16
-1.07
-86.67%
MRVI
Maravai Lifesciences Holdings
6.39
3.98
165.15%

Septerna, Inc. Corporate Events

Business Operations and StrategyProduct-Related Announcements
Septerna Begins Phase 1 Trial of Oral SEP-479
Positive
Apr 13, 2026
On April 13, 2026, Septerna, Inc. reported that it has begun dosing participants in a Phase 1 clinical trial of SEP-479, an oral small molecule parathyroid hormone 1 receptor agonist being developed to treat hypoparathyroidism. The program targets...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 27, 2026