Disc Medicine (IRON) Projected to Post Earnings on Thursday

Key Points

• Q1 2026 results due May 7 (before market): Disc Medicine is scheduled to report earnings on May 7 and analysts expect EPS of -$1.645 and revenue of $0.438 million, with consensus forecasts of roughly -$7 EPS for the current and next fiscal years.
• Market and analyst picture: the stock opened around $65.97 with a market cap of $2.52 billion and a 12‑month range of $40.00–$99.50, while analysts collectively rate the shares a "Moderate Buy" with an average target of $104.80 despite several recent price‑target cuts.
• Insider selling: CEO John Quisel and CFO Jean Franchi recently sold shares (total insiders sold 59,410 shares worth $3.84 million in the last 90 days), and company insiders now own about 3.64% of the stock.

Disc Medicine (NASDAQ:IRON - Get Free Report) is anticipated to release its Q1 2026 results before the market opens on Thursday, May 7th. Analysts expect Disc Medicine to post earnings of ($1.6450) per share and revenue of $0.4380 million for the quarter. Interested persons may review the information on the company's upcoming Q1 2026 earning report for the latest details on the call scheduled for Thursday, May 7, 2026 at 9:30 AM ET.

Disc Medicine (NASDAQ:IRON - Get Free Report) last announced its earnings results on Thursday, February 26th. The company reported ($1.62) earnings per share for the quarter, beating the consensus estimate of ($1.69) by $0.07. The business had revenue of ($19.88) million for the quarter, compared to the consensus estimate of $0.15 million. On average, analysts expect Disc Medicine to post $-7 EPS for the current fiscal year and $-7 EPS for the next fiscal year.

Disc Medicine Price Performance

Shares of NASDAQ:IRON opened at $65.97 on Thursday. The company has a quick ratio of 21.94, a current ratio of 21.94 and a debt-to-equity ratio of 0.04. Disc Medicine has a twelve month low of $40.00 and a twelve month high of $99.50. The business has a 50 day moving average price of $64.74 and a 200 day moving average price of $76.21. The company has a market cap of $2.52 billion, a price-to-earnings ratio of -11.01 and a beta of 0.91.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on IRON shares. BMO Capital Markets reduced their price target on shares of Disc Medicine from $120.00 to $100.00 and set an "outperform" rating for the company in a report on Tuesday, February 17th. UBS Group reissued an "overweight" rating on shares of Disc Medicine in a report on Thursday, January 15th. Wall Street Zen upgraded Disc Medicine from a "strong sell" rating to a "sell" rating in a research report on Saturday, April 25th. Weiss Ratings reiterated a "sell (d-)" rating on shares of Disc Medicine in a research report on Monday, April 20th. Finally, Cantor Fitzgerald reduced their price objective on Disc Medicine from $153.00 to $125.00 and set an "overweight" rating for the company in a research report on Tuesday, February 17th. Ten research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $104.80.

Insider Activity at Disc Medicine

In other Disc Medicine news, CEO John D. Quisel sold 13,264 shares of Disc Medicine stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $62.86, for a total value of $833,775.04. Following the completion of the transaction, the chief executive officer owned 226,064 shares in the company, valued at approximately $14,210,383.04. The trade was a 5.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Jean M. Franchi sold 7,081 shares of Disc Medicine stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $65.47, for a total value of $463,593.07. Following the completion of the transaction, the chief financial officer owned 71,343 shares of the company's stock, valued at approximately $4,670,826.21. The trade was a 9.03% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 59,410 shares of company stock worth $3,840,013 in the last ninety days. Company insiders own 3.64% of the company's stock.

Hedge Funds Weigh In On Disc Medicine

A number of institutional investors have recently modified their holdings of the stock. Invesco Ltd. raised its position in shares of Disc Medicine by 184.8% during the fourth quarter. Invesco Ltd. now owns 61,070 shares of the company's stock worth $4,850,000 after acquiring an additional 39,627 shares during the last quarter. KVP Capital Advisors LP bought a new stake in shares of Disc Medicine during the fourth quarter worth $4,626,000. XTX Topco Ltd bought a new stake in shares of Disc Medicine during the fourth quarter worth $1,834,000. VARCOV Co. bought a new stake in shares of Disc Medicine during the fourth quarter worth $423,000. Finally, Vestal Point Capital LP raised its position in shares of Disc Medicine by 47.0% during the fourth quarter. Vestal Point Capital LP now owns 735,000 shares of the company's stock worth $58,366,000 after acquiring an additional 235,000 shares during the last quarter. 83.70% of the stock is owned by institutional investors.

About Disc Medicine

Disc Medicine, Inc NASDAQ: IRON is a clinical-stage biotechnology company focused on discovering and developing precision medicines that restore normal cellular function in severe genetic and acquired diseases. The company employs a chemistry-driven approach to identify small molecules that selectively modulate RNA-binding proteins or splicing regulatory pathways. By leveraging proprietary screening and medicinal chemistry platforms, Disc Medicine aims to address diseases with high unmet medical needs and limited treatment options.

The company's pipeline is anchored by lead programs targeting neuromuscular and hematological disorders.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.