Analyst Upside

AU · rank #14 · 2026-07-22

MGTX

NASDAQ · $1.16B (USD)

SignalSell
verdict · CAUTION

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Composite score
Z-score blend of all factors below.
1.076
EPS revisions (30d)
Change in consensus EPS estimate over the past 30 days ($/share).
+$0.02
Net revisions (30d)
Number of analysts revising upward minus downward.
4
Insider signal (90d)
$0 across 0 unique buyers.
-0.197
Analyst upside
Consensus target $28.38
+126.6%
Momentum acceleration
3-month minus 12-month momentum.
+22.90%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.60
Gross margin TTM+95.4%
52w high$15.35
Market cap (USD)$1.16B

The AI research card

Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.

Summary

MeiraGTx Holdings PLC is a clinical-stage gene therapy company advancing late-stage AAV programs in radiation-induced xerostomia, inherited blindness and partnered metabolic/neurodegenerative assets.

Rationale

The stock screens well for analyst_upside because consensus is strongly positive and still moving up, with 126.6% implied upside, 4.6/5 average rating, 4 net revisions, and a recent target raise as late-stage data and financing de-risk the pipeline.

Material risks

  • 1The core thesis breaks if AAV2-hAQP1, bota-vec or AAV-AIPL1 miss regulatory or commercial expectations, because MeiraGTx is highly concentrated and the Oberland financing is secured against future royalties from those same assets.
  • 2The name has high target dispersion and no durable commercial revenue base yet, so the current upside case can unwind quickly if sentiment fades after the recent run to a 52-week high.

AI verdict council

Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.

OpenAI
Proceed
Claude
Caution
Gemini
Error