Cytokinetics (CYTK)

Leerink reiterated $CYTK Outperform; PT $84 $EWTX $BMY Here's what Leerink said in its note: https://x.com/Quantumup1/status/2031379784224133249?s=20

$CYTK is now 🐒🍌🧠⏰♾️

$CYTK got back into this one today after having been out for a while. Sold May 65 puts which look like a great risk reward here

$CYTK blum needs to sell. Can garner close to 100 bux a share.

$NUVB $CYTK $CRNX Took some starters amidst this carnage, added $ABVX

$CYTK From the 10-K…”we are aware of the existence of a patent application relating to cardiac myosin inhibitors for which a notice of allowance has been issued by the US PTO. Once a notice of allowance has been issued, there are typically no further substantive hurdles to patent issuance. If a patent is issued with respect to this application, the patent holder may assert that patent claims cover certain aspects of treating patients with HCM. Such claims could result in patent litigation, injunctive relief and/or damages if we are found to be infringing.”

$CYTK added

Evercore ISI⬆️ $EWTX to $45 from $30 and reiterated at an Outperform rating $CYTK $BMY $CAPR Raymond James reit'd a Strong Buy rating/ a $46 PT on Edgewise Therapeutics Evercore ISI said: EWTX's quarterly update is largely business-as-usual, with the story still driven near-term by EDG-7500's 12-wk HCM data in 1H26e. Following the encouraging December update that reduced AF concern, attention is centered on a more fulsome efficacy update that can further derisk the program and inform the Ph3 path. Overall, we see the prior HCM and BMD datasets as having meaningfully de-risked the clinical setup for 2026. Raymond James said: This morning, EWTX announced 4Q25 financial results and provided a corporate update, with key clinical timelines on track. Following an encouraging interim safety update from CIRRUS HCM Part D in December, we continue to see a highly attractive long-term risk/reward skew for EWTX with Part D efficacy updates around the corner in 1H26. We reiterate our Strong Buy rating.

$CYTK Share Price: $62.76 Contract Selected: Jun 18, 2026 $65 Calls Buy Zone: $8.92 – $11.03 Target Zone: $15.48 – $18.92 Potential Upside: 64% ROI Time to Expiration: 111 Days | Updates via https://fxcapta.com/stockinfo/

$CYTK shares have surged 49.6% in a year — what's driving the momentum? 🚀 💊 Myqorzo (aficamten) FDA approval for oHCM is a game-changer 💼 2025 revenues jumped to $88M, beating estimates, primarily driven by milestone payments and collaborations 💵 Robust cash position supports expansion and development Discover why CYTK could be poised for a breakout 👉 https://www.zacks.com/stock/news/2875408/cytk-posts-a-wider-than-expected-q4-loss-advances-myqorzo-launch-plans?cid=sm-stocktwits-2-2875408-body-35208&ADID=SYND_STOCKTWITS_TWEET_2_2875408_BODY_35208

$CYTK no reason for the sell off. Good data should see $80 plus soon. Would rather a sale of the company for $120 ish though.

$CYTK posts a wider-than-expected Q4 loss… but the real story might be what’s coming next. 👀 Expenses rose, yet Myqorzo secured FDA approval and global expansion is advancing — backed by $1.22B in cash to fuel 2026 catalysts. Loss today, pipeline momentum tomorrow? Is this a setup into the next wave of catalysts? Full breakdown here 👉 https://www.zacks.com/stock/news/2875408/cytk-posts-a-wider-than-expected-q4-loss-advances-myqorzo-launch-plans?cid=sm-stocktwits-2-2875408-teaser-35207&ADID=SYND_STOCKTWITS_TWEET_2_2875408_TEASER_35207

$CYTK All these analyst target upgrades as the stock drops. Opportunity or analysts full of it?

Needham⬆️the PT on $CYTK to $85 and reiterated at a Buy rating. $BMY $EWTX Needham said in its note: There was little in terms of a Myqorzo launch update in CYTK's 4Q25 update given the product only became commercially available in late-Jan. It will take 2-3 quarters to see how the launch is tracking and compares vs. Camzyos which generated sales of~$53MM in its first 4 qrtrs of launch. The upcoming 2Q26 readout of ACACIA-HCM in nHCM represents the key catalyst for CYTK, given its potential to not only meaningfully expand (potentially double) Myqorzo's market potential into nHCM but also significantly differentiate vs. Camzyos. We expect results in early-2Q26, with success likely achieved by meeting one or both of the dual primary endpoints (KCCQ or pVO2). We maintain our Buy rating and increase our $ PT to $85 (from $84) to reflect minor model adjustments. We note our model and valuation does not currently include Myqorzo sales in nHCM.

Citizens maintains Cytokinetics $CYTK at Market Outperform and raises the price target from $88 to https://marketsblock.com/stock-upgrades-and-downgrades/

Citizens⬆️the PT on Top Pick $CYTK to $96 and reiterated at Market Outperform. $EWTX $BMY Here's what Citizens said in its note to investors: Cytokinetics remains our top pick ahead of ACACIA-HCM results next quarter; we reiterate our Market Outperform rating and increase our risk-adjusted, DCF-derived price target to $96 from $88. Yesterday afternoon, Cytokinetics reported 4Q25 financial results and business updates, providing insights into the initial weeks of the MYQORZO launch in obstructive hypertrophic cardiomyopathy (oHCM). HCPs are becoming certified for the REMS program (both current CMI and new-to-class prescribers), and prescriptions are being written and dispensed. As expected, many of the questions on the call focused on the upcoming Phase 3 non-obstructive HCM readout, and we continue to view the stock as a top pick ahead of these results.

Needham maintains Cytokinetics $CYTK at Buy and raises the price target from $84 to https://marketsblock.com/stock-upgrades-and-downgrades/

$CYTK Q4 '25 Earnings Results & Recap • Reported GAAP EPS of -$1.50 down -19.05% YoY • Reported revenue of $17.75M up 4.89% YoY • Cytokinetics announced 2026 financial guidance, projecting GAAP Combined R&D and SG&A expenses between $830M and $870M, with non-cash stock-based compensation expense ranging from $130M to $120M.

$CYTK Cytokinetics, Incorporated reported a management update and financial results for the fourth quarter and full year of 2025. The company received FDA approval for MYQORZO for the treatment of adults wi…

$CYTK - some million dollar long term call buyers coming in pre earnings

$CYTK "Heads up alert! Only one day until Upcoming earnings on Tuesday, 2/24/2026 for $CYTK Bullish (8.2) Cytokinetics, Incorporated (CYTK) is experiencing a positive shift in sentiment following recent approvals and strategic market positioning. The company has secured European Commission approval for its cardiac myosin inhibitor, MYQORZO (aficamten), which targets symptomatic obstructive hypertrophic cardiomyopathy (oHCM). This approval not only enhances its market presence but also aligns with the growing demand for innovative therapies in the cardiovascular space. Analysts have expressed optimism, with B. Riley initiating coverage with a Buy rating and a price target of $108, while Truist raised its target from $84 to $92, reflecting confidence in CYTK's growth trajectory. Financial metrics indicate a robust performance, with a current P/E ratio that is competitive within its sector. The company is positioned to capitalize on a forecasted revenue increase in the Amyotrophic Lateral Sclerosis therapeutics market, which is expected to experience a CAGR of 11.5% through 2035. Additionally, CYTK's recent stock performance shows a 56.27% total shareholder return over the past year, reinforcing its attractiveness to investors. Upcoming earnings reports are anticipated to be pivotal for Cytokinetics, with the company scheduled to announce its fourth-quarter results on February 24, 2026. Analysts have mixed expectations, with some projecting a decline in earnings due to the challenges of market entry and competition, while others remain hopeful for a positive surprise based on the recent approvals and strategic initiatives. Historical performance suggests a volatile but upward trend, and the consensus among analysts leans toward cautious optimism. The focus will be on the company's ability to leverage its new product launch and operational investments to drive revenue growth in the coming quarters. In terms of sector performance, Cytokinetics operates within the biotechnology industry, which has shown resilience and growth potential amid increasing demand for novel therapeutics. The sector is characterized by rapid innovation and regulatory advancements, positioning CYTK favorably for future developments. Overall, the combination of strategic approvals, analyst bullishness, and favorable market trends suggests a promising outlook for Cytokinetics as it navigates the competitive landscape. - Funds were net sellers of $CYTK during the previous reporting quarter. - Funds with large holdings in $CYTK include: - Armistice Capital LLC, MV: $63MM. Fund Rank: 68% www.armisticecapital.com - Last 10 days performance: 7% - Last 30 days performance: 6% - Last 90 days performance: 3% Some of the latest news articles: - Title: Guardant Health (GH) Reports Q4 Loss, Tops Revenue Estimates Publication Date: 2/19/2026 11:00:02 PM, Source: yahoo URL: https://finance.yahoo.com/news/guardant-health-gh-reports-q4-230002145.html?.tsrc=rss - Title: Cytokinetics, Incorporated (CYTK) Poised for Market Share Gain with Myqorzo in Cardiac Myosin Space Publication Date: 2/19/2026 7:41:24 PM, Source: yahoo URL: https://finance.yahoo.com/news/cytokinetics-incorporated-cytk-poised-market-194124110.html?.tsrc=rss - Title: Global Amyotrophic Lateral Sclerosis Therapeutics Market Size/Share Worth USD 1964 Million by 2035 at 11.5% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis) Publication Date: 2/19/2026 8:30:00 AM, Source: yahoo URL: https://finance.yahoo.com/news/global-amyotrophic-lateral-sclerosis-therapeutics-083000500.html?.tsrc=rss - Title: Sarepta Therapeutics (SRPT) Expected to Beat Earnings Estimates: Can the Stock Move Higher? Publication Date: 2/18/2026 3:00:14 PM, Source: yahoo URL: https://finance.yahoo.com/news/sarepta-therapeutics-srpt-expected-beat-150014028.html?.tsrc=rss Follow us on stocktwits.com for more earnings alerts. Not a financial advice. Not a trading signal."

$CYTK reports after the close, Estimize Consensus +0.06 EPS and +1.77M Revs compared to WS http://www.estimize.com/cytk/fq4-2025?utm_conten