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MRNA 8-K: Guidance raise

Moderna

Filed with the SEC on · accession 0001682852-26-000194

MRNA filed a 8-K (current report) with the SEC on Nov 6, 2026. Moderna reported Q3 2026 revenue of $1.3 billion (up 29% YoY) and GAAP net income of $162 million ($0.38 diluted EPS), and raised its full-year 2026 revenue growth outlook to 15%-25% from up to 10%, while improving its year-end cash guidance to $8.1-$8.3 billion.

Summary of the filing

Moderna reported Q3 2026 revenue of $1.3 billion (up 29% YoY) and GAAP net income of $162 million ($0.38 diluted EPS), and raised its full-year 2026 revenue growth outlook to 15%-25% from up to 10%, while improving its year-end cash guidance to $8.1-$8.3 billion. The company also highlighted FDA approval of mFLUSIVA and positive Phase 3 data for intismeran in melanoma.

For details, click here →How to read a 8-K →

Key details

Q3 2026 total revenue$1.3B
Q3 2026 GAAP net income$162.0M
Q3 2026 GAAP diluted EPS$0
Q3 2026 R&D expenses$583.0M
Q3 2026 SG&A expenses$282.0M
Cash, cash equivalents and investments as of September 30, 2026$8.0B
Expected year-end 2026 cash and investments (low end)$8.1B
Expected year-end 2026 cash and investments (high end)$8.3B
IssuerModerna, Inc.
Collaborator on intismeran autogene (mrna-4157)Merck
Chief executive officerStéphane Bancel

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Frequently asked questions

What did MRNA file with the SEC on Nov 6, 2026?

MRNA filed a 8-K (Guidance raise). Moderna reported Q3 2026 revenue of $1.3 billion (up 29% YoY) and GAAP net income of $162 million ($0.38 diluted EPS), and raised its full-year 2026 revenue growth outlook to 15%-25% from up to 10%, while improving its year-end cash guidance to $8.1-$8.3 billion. The company also highlighted FDA approval of mFLUSIVA and positive Phase 3 data for intismeran in melanoma.

What does a guidance raise mean for MRNA stock?

Guidance is the company’s own forecast. Investors price stocks on the future, so a raise or cut often moves the stock more than the past quarter’s numbers.

How do I read a 8-K?

A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more. The "Item" number tells you the topic (e.g. 2.02 results, 5.02 executive change, 1.01 new agreement, 1.03 bankruptcy). Exhibits (99.1 press release) usually hold the details.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 8-K (current report): A report of a major event, filed within four business days: results, deals, leadership changes, bankruptcy and more.

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