Supernus Pharmaceuticals, Inc. (SUPN)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-10-29
$41.92+0.19%
Close 2026-10-30 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-10-29
Research Workspace
Put SUPN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Pharmaceuticals is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating margin improves to ~15% in 2026: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 27% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSUPN’s claim rests on growth from key commercial products, especially ONAPGO’s newly strengthened market protection. Revenue history is absent, so acceleration and the latest quarterly result cannot be verified. SUPN trades at 20× P/E versus a 16× peer median, near its 20× history. The price reflects less growth than our forecast, despite the peer premium. The primary pillar, operating margin improving to about 15% in 2026, needs review; the comparison is unverified. Our model puts the next-quarter miss probability near 30%. Peer multiples imply a price about 31% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. SUPN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering SUPN (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare SUPN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SUPN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 8 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Pharmaceuticals — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SUPN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive growth of key commercial products
Orphan drug exclusivity strengthens ONAPGO's market protection and supports growth of a key commercial product.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
