Moderna shares have risen 125.51% year to date, closing up 12.6% on June 26 after climbing from early-June lows near $46. A unanimous 9-0 FDA advisory vote for mFLUSIVA ahead of the August 5 PDUFA date and a restructured model around vaccines, oncology and rare diseases have driven the rebound.
Moderna stock has jumped 125.51% since January, with a 12.59% gain on June 26 after trading near $46 in early June. The rally represents a 43% increase over the last month as investors responded to regulatory and strategic catalysts.
An FDA Vaccines and Related Biological Products Advisory Committee voted 9-0 that mFLUSIVA carries a favorable benefit-risk profile for adults 50 and older. This unanimous verdict reduces regulatory uncertainty ahead of the August 5 PDUFA decision, potentially enabling the first mRNA-based seasonal flu vaccine in the U.S.
Piper Sandler raised its price target to $77, while Jefferies increased its target to $53 but maintained a Hold rating. The consensus target stands at $43.45, with 16 Hold ratings dominating the Street and 75 insider sell transactions; meaningful flu revenues are not expected before 2027.
Moderna reorganized around three commercial franchises—vaccines, oncology and rare diseases—triggering a 6.3% stock lift. A June Science Day showcased in vivo CAR-T and T-cell engager programs, and planned investments in German manufacturing capacity signal preparation for a 2027-2028 wave of product launches.
