Cytokinetics, Incorporated (CYTK) Q3 2026 Earnings Call Transcript
Cytokinetics' quarterly revenue climbed from $19.4M in 2026Q1 to $47.6M in 2026Q3, and gross margin reached 95.3%, which suggests commercial traction is building off a very small base.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rose 23.6% sequentially to $47.6M in 2026Q3 and gross margin improved to 95.3%, yet operating margin of -3.5% remains far from breakeven after quarters of losses exceeding -86%.
A bullish thesis on Cytokinetics, Incorporated highlights potential upside, as discussed on Valueinvestorsclub.com by Bohr.
Cytokinetics' late-stage pipeline, including aficamten, could transition into a globally approved therapy for oHCM, driving growth.
The company's focus on developing drugs targeting the sarcomere, specifically cardiac myosin, positions it well in treating debilitating cardiac conditions.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | -$1.37+4.2% vs -$1.43 | $48M+13.6% vs $42M |
Q3 2026 Aug 6, 2026 | -$1.50+8.0% vs -$1.63 | $29M+62.7% vs $18M |
Q2 2026 May 5, 2026 | -$1.67+0.0% vs -$1.67 | $19M+127.2% vs $9M |
Q1 2026 Feb 24, 2026 | -$1.50-1.4% vs -$1.48 | $18M+156.3% vs $7M |
Cytokinetics, Incorporated (CYTK) Q3 2026 Earnings Call Transcript
Cytokinetics NASDAQ: CYTK reported $44.5 million in third-quarter net revenue from heart drug MYQORZO, up 76% from the prior quarter, as the company prepares regulatory submissions that could expand the treatment's use.
Cytokinetics (CYTK) came out with a quarterly loss of $1.37 per share versus the Zacks Consensus Estimate of a loss of $1.5. This compares to a loss of $1.54 per share a year ago.
MYQORZO ® (aficamten) Net Product Revenue of $44.5 Million Expect to Submit Supplemental NDA for Aficamten in Non-Obstructive HCM in Q4 2026 and Type II Variation in the European Union in Early 2027 ~$1.6 Billion in Cash, Cash Equivalents and Investments as of September 30, 2026 SOUTH SAN FRANCISCO, Calif., Nov. 04, 2026 (GLOBE NEWSWIRE) -- Cytokinetics, Incorporated (Nasdaq: CYTK) reported a management update and financial results for the third quarter of 2026.
Benchmark CYTK against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Cytokinetics, Incorporated (CYTK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $53.69 | $6.68B | -9.60 | 376.56% | -667.26% | — | — | |
| $399.63 | $9.21B | -77.92 | 432.05% | -10.89% | -27.07% | — | |
| $300.88 | $8.87B | 41.21 | 33.94% | 47.91% | 17.02% | — | |
| $18.28 | $2.3B | -5.23 | -4.26% | -445% | -90.04% | — | |
| $21.23 | $3.64B | 10.28 | 11.87% | 30.13% | 28.03% | — | |
| $15.43 | $1.52B | -3.01 | 20.13% | -71.78% | — | — |
Cytokinetics, Incorporated (CYTK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Cytokinetics, Incorporated (CYTK) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 4, 2026·SEC
Aug 13, 2026·SEC
Aug 6, 2026·SEC
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Cytokinetics, Incorporated (CYTK) stock FAQ — growth, dividends, profitability & financials explained
Cytokinetics, Incorporated (CYTK) reported $116.6M in revenue over the trailing twelve months. Revenue was $88.0M in fiscal year 2025. That is 673% more than the $11.4M of fiscal year 2002.
Cytokinetics, Incorporated (CYTK) grew revenue by 33.7% over the trailing twelve months, compared with the twelve months before.
No. Cytokinetics, Incorporated (CYTK) reported a net loss of $777.9M over the trailing twelve months.
Cytokinetics, Incorporated (CYTK) had negative free cash flow of $588.6M over the trailing twelve months.