Wall Street analyst estimates for Disc Medicine, Inc. (IRON): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Based in Watertown, Massachusetts, Disc Medicine, Inc. operates as a clinical-stage biotechnology company. Its core mission involves the discovery, development, and commercialization of novel therapeutic solutions for individuals suffering from serious hematological diseases.
Consensus price target
$127.14 (+62 % vs price $78.62)
between $92.00 and $170.00 · 10 targets published in the last quarter
Closing price, Nov 2
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $3.2M | $1.7M – $4.9M | -$6.31 | 9 |
| 2027E | $32.6M | $6.6M – $54.5M | -$6.63 | 9 |
| 2028E | $169M | $65.8M – $314M | -$4.76 | 10 |
Figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 1 |
| Buy | 10 |
| Hold | 0 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 11 |
| Avg rating (−2 sell to +2 buy) | 1.09 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-05 | $-1.63 | ||
| 2026-07-30 | $-1.54 | $-1.71 | +9.9% |
| 2026-05-05 | $-1.65 | $-1.55 | -6.5% |
| 2026-02-26 | $-1.62 | $-1.69 | +4.1% |
| 2025-11-06 | $-1.77 | $-1.48 | -19.6% |
| 2025-08-07 | $-1.58 | $-1.17 | -35.0% |
| 2025-05-07 | $-1.02 | $-0.99 | -3.0% |
| 2025-02-27 | $-0.98 | $-1.06 | +7.5% |
Valuation Ratios
| Price / Book | 4.72 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | 0 | 0 |
| Cost of Revenue | $322,000 | 0 | 0 | 0 | 0 | 0 |
| Gross Profit | -$322,000 | 0 | 0 | 0 | 0 | 0 |
| Research & Development | $28.2M | $25.2M | $33.4M | $69.3M | $96.7M | $170.6M |
| Selling, General & Admin | $5.9M | $5.8M | $14.0M | $21.9M | $33.0M | $65.4M |
| Operating Expenses | $33.7M | $30.9M | $47.5M | $91.1M | $129.7M | $236.0M |
| Operating Income | -$34.0M | -$30.9M | -$47.5M | -$91.1M | -$129.7M | -$236.0M |
| EBITDA | -$33.7M | -$33.8M | -$46.7M | -$76.2M | -$108.3M | -$207.9M |
| Interest Expense | $6.8M | $2.2M | 0 | 0 | $572,000 | $3.6M |
| Pre-tax Income | -$40.8M | -$36.0M | -$46.8M | -$76.3M | -$109.0M | -$211.8M |
| Income Tax | 0 | 0 | 0 | $99,000 | $355,000 | $361,000 |
| Net Income | -$40.8M | -$36.0M | -$46.8M | -$76.4M | -$109.4M | -$212.2M |
| EPS | -$27.02 | -$44.88 | -$45.05 | -$3.42 | -$3.96 | -$6.01 |
| EPS (Diluted) | -$27.02 | -$44.88 | -$45.05 | -$3.42 | -$3.96 | -$6.01 |
| Shares Outstanding (Diluted) | 1.5 M | 801,467 | 1.0 M | 22.3 M | 27.6 M | 35.3 M |
Price
| Price | $78.62 (closing price, November 2, 2026) |
| Market Cap | $3.0B |
| Exchange | NASDAQ |
| Country | US |
Related companies: PTGX · VRTX · 0QZU.L · REGN · MRNA · 0R2M.L · ARGX · 0QNO.L
Explore sector: Healthcare · Biotechnology
More sections of IRON: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
Discover more: Weekly Radar: the S&P 500 through the Buffett and Lynch methods · Companies that pass the Buffett method · Companies that pass the Lynch method · Stocks that pass Graham's defensive investor test today · Investment Academy — learn to analyze stocks