Recent discussions on X regarding Moderna (MRNA) have centered around the company's advancements in vaccine technology, particularly its investigational cancer antigen therapy and updates to its mRNA-based vaccines. Posts on the platform highlight promising early data presented at a major medical congress, sparking curiosity about the potential impact on future revenue streams. Many users are closely watching the progress of clinical trials, with some expressing optimism about long-term growth prospects.
However, there is also a notable undercurrent of skepticism among discussants, with concerns raised about the declining demand for COVID-19 vaccines and the challenges of replicating past success. Some have pointed to recent stock price declines as a sign of wavering investor confidence, while others debate the significance of Moderna's pipeline beyond its flagship products. The conversation remains dynamic, reflecting a mix of hope and caution as new developments unfold.
Note: This discussion summary was generated from an AI condensation of post data.
Moderna Insider Trading Activity
Moderna insiders have traded $MRNA stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MRNA stock by insiders over the last 6 months:
- ABBAS HUSSAIN sold 312 shares for an estimated $8,736
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Moderna Hedge Fund Activity
We have seen 297 institutional investors add shares of Moderna stock to their portfolio, and 329 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TWO SIGMA ADVISERS, LP added 4,007,200 shares (+105.2%) to their portfolio in Q2 2025, for an estimated $110,558,648
- WELLINGTON MANAGEMENT GROUP LLP removed 2,856,750 shares (-98.7%) from their portfolio in Q2 2025, for an estimated $78,817,732
- BAILLIE GIFFORD & CO removed 2,854,434 shares (-11.4%) from their portfolio in Q2 2025, for an estimated $78,753,834
- TWO SIGMA INVESTMENTS, LP added 2,505,105 shares (+56.2%) to their portfolio in Q2 2025, for an estimated $69,115,846
- UBS GROUP AG removed 2,435,305 shares (-38.2%) from their portfolio in Q2 2025, for an estimated $67,190,064
- FEDERATED HERMES, INC. added 2,251,497 shares (+364.5%) to their portfolio in Q2 2025, for an estimated $62,118,802
- ROYAL BANK OF CANADA added 1,921,323 shares (+202.4%) to their portfolio in Q2 2025, for an estimated $53,009,301
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Moderna Analyst Ratings
Wall Street analysts have issued reports on $MRNA in the last several months. We have seen 1 firms issue buy ratings on the stock, and 3 firms issue sell ratings.
Here are some recent analyst ratings:
- Leerink Partners issued a "Underperform" rating on 08/22/2025
- B of A Securities issued a "Underperform" rating on 07/22/2025
- JP Morgan issued a "Underweight" rating on 05/22/2025
- UBS issued a "Buy" rating on 05/02/2025
To track analyst ratings and price targets for Moderna, check out Quiver Quantitative's $MRNA forecast page.
Moderna Price Targets
Multiple analysts have issued price targets for $MRNA recently. We have seen 8 analysts offer price targets for $MRNA in the last 6 months, with a median target of $29.5.
Here are some recent targets:
- Matthew Harrison from Morgan Stanley set a target price of $32.0 on 10/10/2025
- Mani Foroohar from Leerink Partners set a target price of $15.0 on 08/22/2025
- Gena Wang from Barclays set a target price of $31.0 on 08/04/2025
- Dimple Gosai from B of A Securities set a target price of $25.0 on 07/22/2025
- Jessica Fye from JP Morgan set a target price of $26.0 on 05/22/2025
- Eliana Merle from UBS set a target price of $70.0 on 05/02/2025
- Luca Issi from RBC Capital set a target price of $28.0 on 05/02/2025
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.
