Krystal Biotech (NASDAQ:KRYS) Hits New 1-Year High After Earnings Beat

Shares of Krystal Biotech, Inc. (NASDAQ:KRYS) reached a new 52-week high on Wednesday following a better than expected earnings announcement. The stock traded as high as $298.30 and last traded at $287.84, with a volume of 842516 shares changing hands. The stock had previously closed at $276.45.

The company reported $1.70 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.08. The business had revenue of $107.11 million during the quarter, compared to analyst estimates of $105.30 million. Krystal Biotech had a net margin of 53.30% and a return on equity of 19.36%.

Key Krystal Biotech News

Here are the key news stories impacting Krystal Biotech this week:

• Positive Sentiment: Q4 revenue and EPS beat — VYJUVEK net product revenue of $107.1M (Q4) and $389.1M (FY), and EPS that topped estimates, supporting higher near‑term profitability. Krystal Biotech Announces Q4 and FY2025 Results
• Positive Sentiment: Regulatory designations accelerate development: FDA granted RMAT to KB707 (advanced NSCLC) and Fast Track to KB111 (Hailey‑Hailey disease), which can speed review and regulatory interactions. Quiver: 4Q Revenue & FDA Designations
• Positive Sentiment: Strong balance sheet — ~$956M in cash and investments at year‑end provides runway for multiple trials and commercialization efforts. Quiver: Cash Position
• Neutral Sentiment: Positive clinical signals in respiratory programs (KB407 cystic fibrosis cohort showed lung delivery/expression; CORAL‑3 repeat‑dose study discussions with FDA planned), supporting longer‑term upside but still early stage. GlobeNewswire: Pipeline Updates
• Negative Sentiment: The company raised FY‑2026 non‑GAAP combined R&D & SG&A guidance but did not provide a GAAP reconciliation because it cannot confidently estimate stock‑based comp — this increases uncertainty about true GAAP expense and margins. GlobeNewswire: Guidance Note
• Negative Sentiment: Rising operating costs — SG&A increased year‑over‑year (notably stock‑based comp), which could pressure operating leverage as commercialization expands. GlobeNewswire: Expense Details
• Negative Sentiment: European rollout timing risk — pricing negotiations in Germany and France could delay broader European revenue; reimbursement timelines extend into 2026–2027. Quiver: Europe Pricing Risk
• Neutral Sentiment: Investor materials and earnings call transcript provide more color on commercial cadence and trial timelines — useful for due diligence. Seeking Alpha: Earnings Call Transcript

Analyst Ratings Changes

KRYS has been the subject of several research reports. Chardan Capital upped their price target on shares of Krystal Biotech from $216.00 to $220.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. Bank of America upped their target price on shares of Krystal Biotech from $288.00 to $318.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. TD Cowen reiterated a “buy” rating on shares of Krystal Biotech in a research note on Friday, January 9th. The Goldman Sachs Group upped their price objective on Krystal Biotech from $206.00 to $327.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Finally, Jefferies Financial Group raised their target price on Krystal Biotech from $310.00 to $371.00 and gave the stock a “buy” rating in a report on Tuesday. Nine analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Krystal Biotech currently has an average rating of “Moderate Buy” and an average price target of $291.89.

Insider Activity

In related news, insider Suma Krishnan sold 25,000 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $220.16, for a total value of $5,504,000.00. Following the transaction, the insider directly owned 1,413,711 shares of the company’s stock, valued at approximately $311,242,613.76. The trade was a 1.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Kathryn Romano sold 12,500 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $272.14, for a total value of $3,401,750.00. Following the completion of the transaction, the chief accounting officer owned 19,318 shares of the company’s stock, valued at $5,257,200.52. The trade was a 39.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 13.70% of the company’s stock.

Hedge Funds Weigh In On Krystal Biotech

Several institutional investors have recently bought and sold shares of the stock. Hantz Financial Services Inc. lifted its stake in Krystal Biotech by 8,950.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 181 shares of the company’s stock worth $25,000 after purchasing an additional 179 shares in the last quarter. Bessemer Group Inc. lifted its position in shares of Krystal Biotech by 106.9% in the third quarter. Bessemer Group Inc. now owns 149 shares of the company’s stock worth $26,000 after buying an additional 77 shares in the last quarter. AdvisorNet Financial Inc purchased a new stake in shares of Krystal Biotech in the third quarter worth about $30,000. Salomon & Ludwin LLC bought a new position in Krystal Biotech during the third quarter valued at approximately $33,000. Finally, First Horizon Advisors Inc. grew its holdings in Krystal Biotech by 212.8% during the 2nd quarter. First Horizon Advisors Inc. now owns 244 shares of the company’s stock valued at $34,000 after buying an additional 166 shares in the last quarter. 86.29% of the stock is owned by hedge funds and other institutional investors.

Krystal Biotech Trading Up 4.1%

The stock has a 50 day simple moving average of $263.97 and a 200-day simple moving average of $207.87. The firm has a market cap of $8.35 billion, a P/E ratio of 43.15 and a beta of 0.49.

Krystal Biotech Company Profile

Krystal Biotech, Inc is a clinical-stage biotechnology company focused on developing gene therapies for rare dermatological diseases. Headquartered in Pittsburgh, Pennsylvania, the company applies proprietary viral vector delivery technology to enable topical administration of corrective genes directly to the skin. By targeting the underlying genetic causes of inherited skin disorders, Krystal Biotech seeks to address areas of high unmet medical need with potentially transformative treatments.

The company’s lead product candidate, KB103, is designed to deliver a functional COL7A1 gene to patients with dystrophic epidermolysis bullosa (DEB), a severe and often debilitating blistering condition.