Analyst Upside

AU · rank #19 · 2026-09-08

MGTX

NASDAQ · $1.36B (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.
0.561
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.
2
Insider signal (90d)
$0 across 0 unique buyers.
-0.186
Analyst upside
Consensus target $29.43
+111.9%
Momentum acceleration
3-month minus 12-month momentum.
+30.48%
Analyst rating
5 = Strong Buy, 1 = Strong Sell.
4.60
Gross margin TTM+97.9%
52w high$15.35
Market cap (USD)$1.36B

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, vertically integrated genetic medicines company focused on developing therapies for salivary gland disorders, neurodegenerative diseases, and inherited retinal dystrophies.

Rationale

The quant model's 111.9% analyst upside signal is validated by a massive swing to profitability in Q2 2026, positive Phase 1 data, and over $500 million in newly secured equity and non-dilutive royalty financing.

Material risks

  • 1High concentration of clinical value in a few late-stage programs—such as the pivotal Phase 2 trial for AAV2-hAQP1 in radiation-induced xerostomia—creates binary clinical and regulatory trial failure risk.
  • 2Extreme dependence on strategic partners like Janssen, Eli Lilly, and Oberland Capital for development milestone revenues leaves the company highly vulnerable to shifts in partner sentiment or competition.

AI verdict council

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

OpenAI
Caution
Claude
Caution
Gemini
Proceed