Cancer Vaccine Progress: Social media chatter highlights Moderna's recent Phase 3 results for its mRNA cancer vaccine developed with Merck, with analysts noting strong efficacy signals in melanoma treatment. Discussions emphasize the potential for broader applications in oncology.
Market Performance: Participants point to the stock's remarkable year-to-date gains, positioning Moderna among the top performers in major indices amid optimism over upcoming data presentations. Some voices caution about valuation concerns raised by certain firms.
Upcoming Catalysts: Attention turns to accepted abstracts for the ESMO Congress, where further insights on individualized neoantigen therapies are anticipated to fuel continued debate on long-term prospects.
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 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $MRNA stock by insiders over the last 6 months:
- STEPHANE BANCEL (Chief Executive Officer) has made 0 purchases and 4 sales selling 499,246 shares for an estimated $28,715,011.
- STEPHEN HOGE (President) has made 0 purchases and 5 sales selling 240,583 shares for an estimated $20,618,266.
- JAMES M MOCK (Chief Financial Officer) has made 0 purchases and 2 sales selling 34,836 shares for an estimated $4,685,093.
- SHANNON THYME KLINGER (Chief Legal Officer) has made 0 purchases and 2 sales selling 6,942 shares for an estimated $659,316.
- NOUBAR AFEYAN sold 9,263 shares for an estimated $433,878
- ABBAS HUSSAIN sold 5,682 shares for an estimated $264,951
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 insider transaction endpoint.
Moderna Congressional Stock Trading
Members of Congress have traded $MRNA stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MRNA stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/19 and 1 sale worth up to $15,000 on 08/19.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Moderna Hedge Fund Activity
We have seen 381 institutional investors add shares of Moderna stock to their portfolio, and 398 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 6,187,867 shares (+13.5%) to their portfolio in Q2 2026, for an estimated $433,336,326
- D. E. SHAW & CO., INC. removed 5,157,808 shares (-99.5%) from their portfolio in Q2 2026, for an estimated $361,201,294
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,850,982 shares (+656.8%) to their portfolio in Q2 2026, for an estimated $339,714,269
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,838,884 shares (+inf%) to their portfolio in Q2 2026, for an estimated $338,867,046
- CAPITAL WORLD INVESTORS added 3,579,302 shares (+19.1%) to their portfolio in Q2 2026, for an estimated $250,658,519
- ALYESKA INVESTMENT GROUP, L.P. removed 3,490,366 shares (-86.2%) from their portfolio in Q2 2026, for an estimated $244,430,330
- BAILLIE GIFFORD & CO removed 2,373,736 shares (-11.5%) from their portfolio in Q2 2026, for an estimated $166,232,732
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 13F endpoint.
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 $46.5.
Here are some recent targets:
- Matthew Harrison from Morgan Stanley set a target price of $39.0 on 07/08/2026
- Luca Issi from RBC Capital set a target price of $45.0 on 07/07/2026
- Dimple Gosai from B of A Securities set a target price of $38.0 on 07/07/2026
- Edward Tenthoff from Piper Sandler set a target price of $77.0 on 06/26/2026
- Salveen Richter from Goldman Sachs set a target price of $49.0 on 05/04/2026
- Cory Kasimov from Evercore ISI Group set a target price of $50.0 on 05/04/2026
- Eliana Merle from UBS set a target price of $45.0 on 05/04/2026
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.
