Krystal Biotech, Inc. research snapshot
KRYS AI stock analysis currently reads Krystal Biotech, Inc. as a commercial-stage genetic medicine company whose economics are led by VYJUVEK for dystrophic epidermolysis bullosa, with high gross margins, rising profitability, a cash-rich balance sheet, and a still-concentrated product base. At the August 3, 2026 data cutoff, KRYS last closed near $341.12 with a verified market capitalization of about $10.06 billion. This page uses scenarios, technical levels, and source-backed facts. It is informational research, not investment advice.
Current price
$341.12
Market cap
$10.06 billion
AI score
67 / 100
Rating
Profitable rare-disease gene-therapy leader with high margins, VYJUVEK concentration, and a premium multiple
Trend status
Long-term uptrend intact but short-term neutral after a pullback from the $382.54 high
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Krystal sells redosable HSV-1 gene therapy, led by VYJUVEK for DEB, converting molecular correction of COL7A1-related disease into recurring product revenue with roughly 94% to 95% gross margins. | High |
| Moat | The moat rests on first-in-class commercial proof in DEB, redosable topical gene-therapy know-how, patents and exclusivity, specialist relationships, manufacturing control, and growing real-world use. It is product-led rather than broad network-effect based. | Medium-high |
| Management | Founders Krish Krishnan (Chairman and CEO) and Suma Krishnan (President, R&D) have taken VYJUVEK from concept to commercial product across the US, EU, Japan, and the UK and funded a broader pipeline without heavy debt, but the equity story remains closely tied to founder execution. | Medium-high |
| Financial trend | FY2025 product revenue rose to $389.1 million, FY2025 net income reached about $204.8 million, Q1 2026 VYJUVEK revenue of $116.4 million rose about 32% year over year with 95% gross margin, and TTM revenue reached about $417 million. | High |
| Valuation | At $341.12, KRYS traded near 45.7x TTM EPS of $7.47, roughly 7.9x book value, and about 24.6x trailing sales, a premium for a concentrated rare-disease franchise with six 2026 clinical data readouts ahead. | Medium-high |
| Technical trend | ChartMill rated technicals 9/10 with the long-term trend up and the short-term trend neutral, price above the rising 50-day and 200-day averages, a support zone near $327 to $337, and resistance near $375 to $378. | Medium |
| Risk level | Main risks are VYJUVEK concentration, DEB market-size and adherence limits, reimbursement and pricing pressure, KB801, KB407 and other pipeline trial setbacks, founder key-person risk, and valuation compression after a large multi-year run. | Medium-high |
| AI confidence | High for descriptive research and calculations. Lower for exact price outcomes because biotech stocks reprice around trial, payer, competitive, regulatory, and index events. | High data confidence |
| Investment certainty | Medium certainty. Cash generation and margins support the business, but the stock needs sustained VYJUVEK growth and pipeline progress to justify the premium multiple. | Medium |
KRYS AI stock forecast
The KRYS AI stock forecast uses scenario math around the $341.12 quote and TTM EPS of $7.47. The audited three-year framework produced a bullish area near $780, a base area near $430, and a bearish area near $165 before any future dilution, acquisitions, or major clinical events. Q2 2026 results are due August 3, 2026.
$740 to $820
More likely if VYJUVEK keeps compounding through U.S. depth and Europe, Japan, and UK expansion, the six expected 2026 readouts including two registrational studies de-risk the platform, cash generation funds the pipeline without dilution, and investors keep paying a high-growth biotech multiple.
$400 to $460
More likely if VYJUVEK revenue compounds at a solid mid-teens pace, margins stay high, KB801 and KB407 news is mixed rather than transformative, and valuation settles closer to a mature profitable rare-disease multiple.
$150 to $190
More likely if VYJUVEK growth stalls, international reimbursement disappoints, KB801 or other clinical readouts fail, competitive gene therapies or wound-care options cut share, or the multiple compresses toward a lower earnings multiple after the 2025-2026 rerating.
KRYS AI technical analysis
KRYS AI technical analysis is constructive but neutral in the short term as of the August 3, 2026 cutoff. ChartMill listed a $341.12 close, a 9/10 technical rating, a 5/10 setup score, a support zone near $327.49 to $337.36, resistance from $375.08 to $378.16, price above rising 50-day and 200-day simple moving averages, and a pullback from the $382.54 high after the S&P MidCap 400 addition.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $341.12 | ChartMill close for the July 31, 2026 trading day, used for the August 3, 2026 research snapshot and market-cap math with 29.48 million shares. |
| Near support | $327 to $337 | ChartMill listed a support zone from $327.49 to $337.36 formed by multiple trend lines and important moving averages in multiple time frames. |
| Secondary support | $304 | ChartMill listed support near $303.61 from a trend line in the weekly time frame, an important pullback reference if the near-term zone fails. |
| Deeper support | $296 to $245 | ChartMill listed support near $296.26 from a daily trend line and near $244.71 from a horizontal daily line if a deeper mean reversion develops. |
| Moving averages | Mixed, 50-day above price | SMA(20) $353.53 was declining and below price (sell signal), while SMA(50) $337.36 and SMA(200) $271.96 were rising and below price (buy signals). |
| Resistance | $375 to $378 | ChartMill listed the first major resistance zone from $375.08 to $378.16 formed by multiple trend lines in multiple time frames. |
| Higher resistance | $382.54 | The 52-week and 13-week high near $382.54 is the next ceiling after the $375 to $378 band. |
| Momentum | Neutral short term, strong weekly | Daily RSI was 46.95 and MACD was slightly negative. The weekly indicator consensus was Strong Buy with 6 buy signals, weekly RSI near 62.55, and a strong weekly ADX of 41.45. |
| Volume | Event-sensitive biotech volume | Average volume was about 437K shares. Volume should be checked against the August 3 Q2 2026 report, VYJUVEK demand updates, and KB801 or KB407 data. |
| Volatility | Medium-high for a profitable biotech | ChartMill ATR was about 4.9% of price. Expect larger moves around product metrics, clinical readouts, and rare-disease policy or pricing headlines. |
| Invalidation | Close below $327, then $304 | A decisive break below the $327 to $337 support zone would weaken the current swing setup. A break below $304 would force a deeper thesis and multiple review. |
KRYS AI trading strategy
The KRYS AI trading strategy is a rules-based framework for a profitable rare-disease biotech with product concentration, pipeline optionality, and event risk. It is not personal advice and should be paired with live quotes, filings, position sizing, and clinical or regulatory event checks.
Watch for KRYS to hold above the $327 to $337 support zone, regain the declining 20-day average near $353, and retest the $375 to $378 resistance band with confirming volume and no negative product or trial news.
A close below $327 should invalidate the short-term swing setup. A close below $304 should force a full review of VYJUVEK growth, pipeline news, and valuation assumptions.
If KRYS pulls back toward the $327 to $337 zone or deeper toward $304 without a new clinical, payer, or competitive problem, compare the price move with Q1 product growth, cash generation, and the August 3 Q2 report or KB801 or KB407 catalysts.
Do not treat every pullback as mean reversion. Biotech support levels can fail fast when trial readouts, reimbursement, or product-concentration risks change.
Track VYJUVEK net product revenue and gross margin, U.S. versus ex-U.S. uptake, cash and investments, debt, share dilution, the six expected 2026 clinical readouts including KB801 and KB407, UK rollout, and any pricing or access headlines.
Reduce confidence if valuation depends mainly on a premium multiple rather than durable VYJUVEK cash flow and de-risked pipeline data.
Investment research summary
Customers and payers pay Krystal when VYJUVEK and future genetic medicines deliver usable, redosable molecular correction for rare diseases with high unmet need. The core business is converting HSV-1 gene-delivery science into commercial therapy revenue across the US, EU, Japan, and now the UK.
The moat is strongest where first commercial proof in DEB, intellectual property, manufacturing know-how, specialist trust, and real-world durability reinforce each other. It narrows if rivals match convenience, outcomes, access, or price, or if the addressable DEB pool proves smaller than expected.
The thesis fails if VYJUVEK growth slows faster than expected, international launches underdeliver, KB801 or KB407 clinical programs disappoint, pricing pressure cuts net revenue, key founders or R&D leadership change, or valuation multiples compress before pipeline value is proven.
Krish and Suma Krishnan have executed from platform company to profitable commercial biotech with low leverage and more than $1 billion in total cash and investments at Q1 2026. The next test is capital allocation across pipeline breadth without diluting the VYJUVEK franchise story.
Genetic medicines sit inside a long-term shift toward molecularly precise therapies. Redosable topical or local gene delivery can be durable if safety, manufacturing cost, reimbursement, and real-world adherence hold, but the category remains high-event and regulation-sensitive.
KRYS is priced for continued VYJUVEK growth and meaningful pipeline success. Margin of safety is limited at roughly 46x trailing earnings and mid-20s sales, and improves only if product cash flow compounds while the six expected 2026 readouts expand the multi-product platform case.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| KRYS price | $341.12 close, after hours $340.00 | ChartMill technical analysis and Yahoo Finance close | August 3, 2026 |
| Market capitalization | $10.06 billion, verified as $341.12 x 29.48 million shares | financial_rigor.py market cap verification, Yahoo Finance, Macrotrends, and StockAnalysis | August 3, 2026 |
| Shares outstanding | 29.48 million | StockAnalysis and Yahoo Finance cross-check | August 3, 2026 |
| FY2025 product revenue | $389.13 million, up from $290.52 million in 2024 | Krystal Biotech FY2025 earnings release cross-checked with Macrotrends and StockAnalysis | August 3, 2026 |
| FY2025 net income | About $204.83 million, up 129.74% from 2024 | Macrotrends and StockAnalysis cross-checked with company results | August 3, 2026 |
| Q1 2026 VYJUVEK product revenue | $116.4 million, up 32% year over year, 95% gross margin | Krystal Biotech Q1 2026 earnings call transcript and release | August 3, 2026 |
| Q1 2026 net income and diluted EPS | $55.9 million net income and $1.83 diluted EPS versus $1.42 consensus | Krystal Biotech Q1 2026 earnings call transcript and TheFly | August 3, 2026 |
| Cash and investments | About $823.4 million total cash and short-term investments at March 31, 2026; more than $1.0 billion total cash and investments | Krystal Biotech Q1 2026 balance sheet, Yahoo Finance, and StockAnalysis | August 3, 2026 |
| TTM valuation snapshot | Revenue TTM about $417.3 million, net income TTM about $225.0 million, EPS TTM about $7.47, PE TTM about 45.7x, PS TTM about 24.6x, PB about 7.9x, EV/EBITDA about 49.9x | Yahoo Finance key statistics and financial_rigor.py valuation check | August 3, 2026 |
| Analyst consensus and targets | Strong Buy from about 11 analysts, average target near $376.75 to $384.43, range $284 to $474 | StockAnalysis and Yahoo Finance analyst consensus cross-check | August 3, 2026 |
| Technical support and resistance | Support $327.49 to $337.36, then $303.61; resistance $375.08 to $378.16; SMA50 $337.36; SMA200 $271.96 | ChartMill technical analysis | August 3, 2026 |
This KRYS AI stock analysis page is an informational research tool only. It is not investment advice, a recommendation, or a guarantee of future performance. Forecast ranges are scenarios based on available data as of August 3, 2026 and can be wrong if financial results, clinical data, regulation, competition, interest rates, or market sentiment change. Q2 2026 financial results were scheduled for release on August 3, 2026 and should be checked after the data cutoff.
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