Equity Profile

DYN

Dyne Therapeutics, Inc.

Health CareBiotechnology$3.9B

Jul27Mon

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Dyne Therapeutics, Inc. is a biotechnology company focused on developing innovative therapies for serious diseases....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Investors will want to see signs of revenue growth to gauge the effectiveness of Dyne's product pipeline and market demand.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

DYN Q2-2026 Earnings Preview

Context

Company Snapshot

Dyne Therapeutics, Inc. is a biotechnology company focused on developing innovative therapies for serious diseases. With a market cap of $4 billion, it operates in the health care sector, which is increasingly important as advancements in biotechnology continue to shape treatment options for patients.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

-5.31%

Avg Stock Reaction

+2.20%

Last Quarter Recap

In Q1-2026, Dyne reported an EPS of -$0.73, slightly beating expectations. The stock reacted positively, gaining 4.83% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has shown some ability to beat EPS estimates in the past, but revenue details remain unclear.

Bull Case

If Dyne can demonstrate strong clinical trial results and revenue growth, it could lead to a significant increase in investor confidence and stock price.

Bear Case

Conversely, if the company fails to show progress in its clinical trials or reports disappointing financials, it could lead to a sharp decline in the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What specific updates will be provided regarding the progress of ongoing clinical trials?

Investors will closely watch for any advancements or setbacks in clinical trials, as these can significantly impact the company's future prospects.

Will there be any guidance on expected revenue growth for the upcoming quarters?

Clear revenue guidance can help investors assess the company's financial health and growth trajectory, influencing their investment decisions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential impact of Dyne's clinical trial results, which could drive significant revenue growth.

Supporting Evidence

The options market is pricing in a 35.44% move, indicating high expectations for volatility based on trial outcomes.

Dyne has a history of surprising the market with positive EPS results, suggesting potential for further upside.

Key Risk

If clinical trial results exceed expectations, it could shift the narrative significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on the company's ability to deliver on clinical expectations and provide clarity on revenue growth.

Bull Confirmed If

Demonstrating a clear path to revenue growth through successful clinical trial results would confirm the bull case.

Bear Confirmed If

Failure to provide positive updates on clinical trials or disappointing financial results would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±35.44%

Historical Avg

±6.0%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±35.4% while DYN has averaged ±6.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

60.5%

Calls (4K)P/C Ratio: 1.91Puts (5K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: 13 of 29 (45%)

This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 5.5%, with a raw directional average of +2.9% (modestly positive historical bias).

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$19.2M

970,528 sh

2 insiders

Net

$19.2M

Net selling

Most Active Insiders· 19 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dyne beats expectations, history suggests the stock could rise by about 5.96%, confirming a positive outlook.

In-Line / Cautious

If results are in line but cautious, the stock may see muted movement as investors digest the information.

Miss

If the company misses expectations, history suggests a potential decline of around 9.27%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the status and results of ongoing clinical trials.
2Any guidance on expected revenue growth for the next quarter.
3Management's commentary on market conditions and competitive landscape.
4Insights into the company's strategic initiatives for the upcoming year.
5Details on any partnerships or collaborations that could enhance growth.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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More Earnings This Week

5 Reports

Aon plc

Company Snapshot

Dyne Therapeutics, Inc. is a biotechnology company focused on developing innovative therapies for serious diseases....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Investors will want to see signs of revenue growth to gauge the effectiveness of Dyne's product pipeline and market demand.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

DYN Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

-5.31%

Avg Stock Reaction

+2.20%

Last Quarter Recap

In Q1-2026, Dyne reported an EPS of -$0.73, slightly beating expectations. The stock reacted positively, gaining 4.83% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has shown some ability to beat EPS estimates in the past, but revenue details remain unclear.

Bull Case

If Dyne can demonstrate strong clinical trial results and revenue growth, it could lead to a significant increase in investor confidence and stock price.

Bear Case

Conversely, if the company fails to show progress in its clinical trials or reports disappointing financials, it could lead to a sharp decline in the stock.

Expectations

Two Questions That Matter

The print will turn on these two things.

What specific updates will be provided regarding the progress of ongoing clinical trials?

Investors will closely watch for any advancements or setbacks in clinical trials, as these can significantly impact the company's future prospects.

Will there be any guidance on expected revenue growth for the upcoming quarters?

Clear revenue guidance can help investors assess the company's financial health and growth trajectory, influencing their investment decisions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential impact of Dyne's clinical trial results, which could drive significant revenue growth.

Supporting Evidence

The options market is pricing in a 35.44% move, indicating high expectations for volatility based on trial outcomes.

Dyne has a history of surprising the market with positive EPS results, suggesting potential for further upside.

Key Risk

If clinical trial results exceed expectations, it could shift the narrative significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on the company's ability to deliver on clinical expectations and provide clarity on revenue growth.

Bull Confirmed If

Demonstrating a clear path to revenue growth through successful clinical trial results would confirm the bull case.

Bear Confirmed If

Failure to provide positive updates on clinical trials or disappointing financial results would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±35.44%

Historical Avg

±6.0%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±35.4% while DYN has averaged ±6.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

60.5%

Calls (4K)P/C Ratio: 1.91Puts (5K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: 13 of 29 (45%)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$19.2M

970,528 sh

2 insiders

Net

$19.2M

Net selling

Most Active Insiders· 19 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dyne beats expectations, history suggests the stock could rise by about 5.96%, confirming a positive outlook.

In-Line / Cautious

If results are in line but cautious, the stock may see muted movement as investors digest the information.

Miss

If the company misses expectations, history suggests a potential decline of around 9.27%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the status and results of ongoing clinical trials.
2Any guidance on expected revenue growth for the next quarter.
3Management's commentary on market conditions and competitive landscape.
4Insights into the company's strategic initiatives for the upcoming year.
5Details on any partnerships or collaborations that could enhance growth.