Revenue Surge: Recent discussions on X about Axsome Therapeutics (AXSM) have centered on the company’s impressive 63% revenue surge, pushing the stock near record highs. Many users are highlighting the strong performance of Auvelity, their depression drug, as a key driver of growth. This has sparked renewed interest in the stock’s trajectory.
Pipeline Potential: Another hot topic on X is the potential of Axsome’s pipeline, especially with Auvelity’s possible expansion into Alzheimer’s agitation and other indications. Posts frequently mention upcoming catalysts like FDA submissions, with some users speculating on blockbuster status for the drug. The excitement is palpable as investors await further updates.
Market Sentiment: There’s also chatter about recent insider selling by the CEO, raising eyebrows among some X users who question the timing. However, others point to analyst price target increases, like one set at $205, as a sign of continued confidence. The discussions reflect a mix of caution and optimism.
Note: This discussion summary was generated from an AI condensation of post data.
Axsome Therapeutics Insider Trading Activity
Axsome Therapeutics insiders have traded $AXSM stock on the open market 28 times in the past 6 months. Of those trades, 3 have been purchases and 25 have been sales.
Here’s a breakdown of recent trading of $AXSM stock by insiders over the last 6 months:
- HERRIOT TABUTEAU (Chief Executive Officer) has made 0 purchases and 9 sales selling 272,203 shares for an estimated $34,595,620.
- ROGER JEFFS has made 0 purchases and 6 sales selling 110,158 shares for an estimated $13,373,843.
- MARK L. JACOBSON (Chief Operating Officer) has made 0 purchases and 4 sales selling 80,783 shares for an estimated $9,161,726.
- HUNTER R. MURDOCK (General Counsel) has made 0 purchases and 5 sales selling 36,014 shares for an estimated $3,647,496.
- MARK E SAAD sold 9,127 shares for an estimated $1,141,513
- MARK COLEMAN has made 3 purchases buying 1,575 shares for an estimated $200,466 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Axsome Therapeutics Hedge Fund Activity
We have seen 197 institutional investors add shares of Axsome Therapeutics stock to their portfolio, and 178 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RTW INVESTMENTS, LP removed 1,405,826 shares (-48.1%) from their portfolio in Q2 2025, for an estimated $146,754,176
- BVF INC/IL removed 1,203,464 shares (-71.2%) from their portfolio in Q3 2025, for an estimated $146,160,702
- WELLINGTON MANAGEMENT GROUP LLP added 609,516 shares (+84.1%) to their portfolio in Q3 2025, for an estimated $74,025,718
- PRICE T ROWE ASSOCIATES INC /MD/ added 424,705 shares (+69.3%) to their portfolio in Q3 2025, for an estimated $51,580,422
- INVESCO LTD. added 419,008 shares (+73.3%) to their portfolio in Q3 2025, for an estimated $50,888,521
- BANK OF AMERICA CORP /DE/ removed 392,168 shares (-52.1%) from their portfolio in Q3 2025, for an estimated $47,628,803
- UBS GROUP AG removed 383,004 shares (-64.3%) from their portfolio in Q3 2025, for an estimated $46,515,835
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Axsome Therapeutics Analyst Ratings
Wall Street analysts have issued reports on $AXSM in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 11/06/2025
- Needham issued a "Buy" rating on 11/04/2025
- Morgan Stanley issued a "Overweight" rating on 11/04/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/04/2025
- RBC Capital issued a "Outperform" rating on 11/04/2025
- B. Riley Securities issued a "Buy" rating on 10/01/2025
- B of A Securities issued a "Buy" rating on 08/05/2025
To track analyst ratings and price targets for Axsome Therapeutics, check out Quiver Quantitative's $AXSM forecast page.
Axsome Therapeutics Price Targets
Multiple analysts have issued price targets for $AXSM recently. We have seen 10 analysts offer price targets for $AXSM in the last 6 months, with a median target of $185.0.
Here are some recent targets:
- Graig Suvannavejh from Mizuho set a target price of $202.0 on 11/06/2025
- Ami Fadia from Needham set a target price of $154.0 on 11/04/2025
- Yatin Suneja from Guggenheim set a target price of $205.0 on 11/04/2025
- Benjamin Burnett from Wells Fargo set a target price of $157.0 on 11/04/2025
- Raghuram Selvaraju from HC Wainwright & Co. set a target price of $185.0 on 11/04/2025
- Sean Laaman from Morgan Stanley set a target price of $196.0 on 11/04/2025
- Leonid Timashev from RBC Capital set a target price of $198.0 on 11/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
