Krystal Biotech jumps as Q1 results show strong VYJUVEK growth and upbeat pipeline/regulatory updates

Krystal Biotech (KRYS) is up 7.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to the company’s first-quarter 2026 earnings update, which highlighted accelerating global revenue for VYJUVEK, strong profitability, and a sizable cash position. Investors also seemed to react positively to several pipeline milestones and regulatory updates that could de-risk future programs.

Details:

The company posted Q1 2026 net product revenue of $116.4 million for VYJUVEK, up 32% year over year, with a reported 95% gross margin.

Krystal reported Q1 net income of $55.9 million and diluted EPS of $1.83, showing continued operating leverage as commercial sales expand outside the U.S.

The company said it ended the quarter with about $1.0 billion in cash and investments, supporting continued commercialization and multiple clinical programs.

Operational updates included completion of enrollment in the KB803 registrational study and confirmation that KB803 and KB801 registrational data readouts remain targeted for 2026; the company also disclosed platform-technology designation(s) for certain pipeline assets.

Sources:

GlobeNewswire, SEC, The Motley Fool

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$KRYS Insider Trading Activity

$KRYS insiders have traded $KRYS stock on the open market 84 times in the past 6 months. Of those trades, 0 have been purchases and 84 have been sales.

Here’s a breakdown of recent trading of $KRYS stock by insiders over the last 6 months:

DANIEL JANNEY has made 0 purchases and 22 sales selling 71,964 shares for an estimated $19,402,207.
SUMA KRISHNAN (President, R&D) has made 0 purchases and 26 sales selling 75,000 shares for an estimated $17,587,603.
KRISH S KRISHNAN (President and CEO) has made 0 purchases and 26 sales selling 75,000 shares for an estimated $17,586,611.
DINO A ROSSI has made 0 purchases and 2 sales selling 18,950 shares for an estimated $4,953,694.
KATHRYN ROMANO (Chief Accounting Officer) has made 0 purchases and 8 sales selling 13,250 shares for an estimated $3,602,405.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$KRYS Hedge Fund Activity

We have seen 179 institutional investors add shares of $KRYS stock to their portfolio, and 144 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 776,739 shares (-95.9%) from their portfolio in Q4 2025, for an estimated $191,497,233
BELLEVUE GROUP AG added 409,011 shares (+31174.6%) to their portfolio in Q4 2025, for an estimated $100,837,571
BRAIDWELL LP removed 318,300 shares (-61.2%) from their portfolio in Q4 2025, for an estimated $78,473,682
CITADEL ADVISORS LLC removed 250,483 shares (-39.3%) from their portfolio in Q4 2025, for an estimated $61,754,078
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 227,038 shares (+152.1%) to their portfolio in Q4 2025, for an estimated $55,973,948
JANUS HENDERSON GROUP PLC added 209,369 shares (+2078.9%) to their portfolio in Q4 2025, for an estimated $51,617,833
FRAZIER LIFE SCIENCES MANAGEMENT, L.P. removed 200,000 shares (-29.1%) from their portfolio in Q4 2025, for an estimated $49,308,000

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$KRYS Analyst Ratings

Wall Street analysts have issued reports on $KRYS in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Buy" rating on 01/22/2026
Citigroup issued a "Buy" rating on 01/12/2026
HC Wainwright & Co. issued a "Buy" rating on 01/09/2026

To track analyst ratings and price targets for $KRYS, check out Quiver Quantitative's $KRYS forecast page.

$KRYS Price Targets

Multiple analysts have issued price targets for $KRYS recently. We have seen 8 analysts offer price targets for $KRYS in the last 6 months, with a median target of $320.5.

Here are some recent targets:

Joseph Pantginis from HC Wainwright & Co. set a target price of $310.0 on 05/04/2026
Debjit Chattopadhyay from Guggenheim set a target price of $284.0 on 02/25/2026
Geulah Livshits from Chardan Capital set a target price of $323.0 on 02/18/2026
Yigal Nochomovitz from Citigroup set a target price of $371.0 on 02/18/2026
Roger Song from Jefferies set a target price of $371.0 on 02/17/2026
Andrea Tan from Goldman Sachs set a target price of $327.0 on 02/02/2026
Alec Stranahan from B of A Securities set a target price of $318.0 on 01/22/2026

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.