-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
Moderna's Q1 2026 revenue tripled to $389M, beating the consensus view by $154M, due to COVID-19 vaccine deliveries under international partnerships. Net loss widened to $(3.40) per share from $(2.52) prior year, though beat consensus by $0.48, primarily due to a $0.9B litigation settlement charge that added $(2.22) to EPS. We view the strong revenue performance and international expansion as positive, with international markets contributing 80% of revenue and completion of the first U.K. partnership shipment. Management maintained the 2026 guidance for up to 10% revenue growth with 50/50 U.S./international split. We believe regulatory milestones including European approval of combination vaccines and pipeline advancement demonstrate execution on its diversification strategy. Key upcoming catalysts include Phase 3 melanoma results, norovirus efficacy data, and the August PDUFA date for seasonal flu vaccine mRNA-1010.