KRYS Krystal Biotech, Inc.
Price Chart
Executive Summary
Citigroup upgraded KRYS from Neutral to Buy with a $309 price target, implying 18% upside, marking a rare upgrade in a cluster of recent maintains and initiations. The firm has a 57% accuracy rate on 7 scored calls, above its peer average, though below top-tier performers like B of A Securities (100% on 2). Consensus stands at 9 analysts with a mean target of $314 and median of $310, making Citigroup’s PT slightly below median but above the current $260.95 share price. Momentum is neutral: 1 upgrade, no downgrades in the past 30 days. EPS estimates have declined slightly over the past month across all horizons, with 1 upward and 1 downward revision in the last 30 days for current-year EPS. Insider selling totaled over $2.9M in the past month, including material sales by executives Krishnan S., Krishnan S., and Daniel Janney. However, institutional inflows were strong, led by Norges Bank ($70.2M new) and UBS (+86.5%, $49.2M). Despite insider selling, the upgrade from a moderately accurate firm aligns with institutional accumulation, suggesting divergent sentiment between insiders and large funds.
Impact Score
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-03-27 | Wolfe Research | initiate | Peer Perform | — |
| 2026-02-25 | Guggenheim | maintain | Buy | $284.00 |
| 2026-02-18 | Citigroup | maintain | Buy | $371.00 |
| 2026-02-18 | Chardan Capital | maintain | Buy | $323.00 |
| 2026-02-17 | Jefferies | maintain | Buy | $371.00 |
| 2026-02-02 | Goldman Sachs | maintain | Buy | $327.00 |
| 2026-01-22 | B of A Securities | maintain | Buy | $318.00 |
| 2026-01-12 | Citigroup | maintain | Buy | $336.00 |
| 2026-01-09 | TD Cowen | maintain | Buy | $306.00 |
| 2026-01-09 | Citigroup | maintain | Buy | $320.00 |
Over the past 30 days, there has been 1 upgrade and 0 downgrades. EPS revisions show slight downward pressure: current-year EPS estimate is $7.73, down from $7.86 one month ago, with 1 upward and 1 downward revision in the past 30 days. Quarterly EPS for next quarter is $1.75, up slightly from $1.68 a month ago, but revisions are flat (0 up, 1 down in 30 days).
Firm Track Record — Citigroup
Citigroup accuracy: 55% on 4355 calls | avg return: 4.9%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 6 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| B of A Securities | 100% | 2/2 | 36.3% | top tier |
| Chardan Capital | 67% | 6/9 | 15.1% | top tier |
| Citigroup | 57% | 4/7 | 11.7% | above average |
| HC Wainwright & Co. | 53% | 10/19 | 6.9% | above average |
| Cantor Fitzgerald | 50% | 1/2 | -13.4% | below average |
| Stifel | 50% | 1/2 | 8.4% | below average |
Citigroup has a 57% accuracy rate (4 correct out of 7 scored calls) and an average return of 11.7% on rated stocks, placing it above average compared to other firms covering KRYS. B of A Securities leads with 100% accuracy (2/2), followed by Chardan Capital (67% on 9), while Cantor and Stifel lag at 50%. Citigroup’s track record supports moderate confidence in this call.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $7.73 | $5.57 — $9.59 | $537.6M | ↑0 ↓0 |
| 0q | $1.47 | $1.28 — $1.79 | $112.8M | ↑0 ↓0 |
| +1y | $10.58 | $6.52 — $20.30 | $691.4M | ↑0 ↓0 |
| +1q | $1.75 | $1.37 — $2.08 | $127.1M | ↑0 ↓0 |
Cross-Platform Signals
Insiders have been net sellers: $2.9M in sales over the past month, including $2.6M by Daniel Janney and $124K by Krishnan S. This contrasts with strong institutional inflows: Norges Bank initiated a $70.2M position, UBS added $49.2M (+86.5%), and BofA added $47M (+38.3%). Renaissance Technologies also initiated a new $814K stake. This divergence suggests institutions are accumulating while insiders take profits.
Actionable Insight
Buy the upgrade — Citigroup’s call aligns with institutional accumulation despite insider selling. The $309 target is achievable near-term given the $314 mean PT and strong buy-side consensus. Monitor for next earnings catalyst.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 5, 2026
1d ago
|
Insider Cluster
| — | awaiting T+20 | — | — |
|
May 16, 2026
21d ago
|
ANALYST-UPGRADE
| $249.39 $269.13 | ▲ +7.92% | ▲ +9.01% | $301.00 (+20.69%) |
|
May 4, 2026
4w ago
|
Press Release
| $286.95 $298.10 | ▲ +3.89% | ▼ −1.76% | $301.00 (+4.90%) |
|
Apr 21, 2026
6w ago
|
Press Release
| $272.66 $291.75 | ▲ +7.00% | ▲ +2.09% | $301.00 (+10.39%) |
|
Apr 16, 2026
7w ago
|
ANALYST-UPGRADE
| $274.21 $316.30 | ▲ +15.35% | ▲ +9.98% | $301.00 (+9.77%) |
|
Apr 3, 2026
9w ago
|
DEFA14A
| $261.80 $286.95 | ▲ +9.61% | ▲ +0.62% | $301.00 (+14.97%) |
|
Feb 27, 2026
14w ago
|
Insider Cluster
| $275.64 $245.39 | ▼ −10.97% | ▼ −3.42% | $301.00 (+9.20%) |
|
Feb 27, 2026
14w ago
|
Insider Cluster
| $275.64 $245.39 | ▼ −10.97% | ▼ −3.42% | $301.00 (+9.20%) |
US Market Status
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