PomegraRegeneron Stock Jumps 11.5% After Q3 Earnings Beat
Why is Regeneron stock up today?
Regeneron (REGN) stock jumped about 11.5% to roughly $913 on Friday after reporting a third-quarter earnings beat and raising its 2026 outlook, driven by Dupixent sales.
Key numbers
| Q3 revenue | $5.1B+36% YoY; est. $4.6B |
|---|---|
| Adjusted EPS | $20.07+70% YoY; est. $16.25 |
| Dupixent global sales | $6.5B+35% YoY |
| EYLEA HD US sales | $699M+62% YoY |
| Sanofi collaboration revenue | $2.72B+68% YoY |
| REGN share price | $912.63+11.5% from $818.77 close (some reports +12%) |
What happened
Regeneron (REGN) stock jumped about 11.5% to roughly $913 on Friday after reporting a third-quarter earnings beat and raising its 2026 outlook, driven by Dupixent sales. Revenue rose 36% from a year ago to $5.1 billion, well above the $4.6 billion analysts expected. Adjusted profit per share was $20.07, versus $16.25 expected. Dupixent, an asthma and eczema drug sold with partner Sanofi, brought in $6.5 billion worldwide, up 35%. Regeneron also raised its own forecast (guidance) for 2026 profit margin on product sales to about 86%, from 84%–85%.
Why it matters
Regeneron's quarter shows its biggest drug, Dupixent, is still growing fast, and more cash is on the way. A widened deal with Sanofi brings $1.0 billion up front in the fourth quarter, plus up to $7.0 billion more if goals are met. Its newer eye drug, EYLEA HD, rose 62% while the older version lost sales to cheaper copies. If the gain holds, the stock would reach its highest level since October 2024.
Who this affects
- MarketmixedLow impact
- Big drugmakers mostly rose; Moderna fell 2%.
- CompanybullishHigh impact
- Shareholders gain as earnings, cash and outlook all improved.
- CompetitorsbearishLow impact
- Lilly's rival drug Ebglyss sold just $202M in the quarter.
- IndustrymixedMedium impact
- Sanofi rose 3.4%; old Eylea still losing to copies.
Regeneron vs Sanofi, Merck, Pfizer
How we got here
Regeneron and Sanofi expand antibody partnership: $1.0B up front, up to $7.0B in milestones.
Regeneron reports Q3 results; Dupixent, EYLEA HD and Libtayo each post record sales.
Shares jump to about $913 from an $818.77 close, nearing two-year highs.
What to watch
- FDA decision on cemdisiran for generalized myasthenia gravis, a muscle-weakness disease.2026-11
- Sanofi's $1.0B up-front payment is booked as collaboration revenue.Q4 2026
- FDA target decision on Ordspono for relapsed lymphoma (DLBCL).2027-02
Educational content only. Not investment advice.
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