Stoke Therapeutics, Inc.(STOK)Stock Analysis
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Rank #1,280 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
STOK Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Stoke Therapeutics, Inc. (STOK), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores STOK at 53.4/100 on a 32-signal composite quality model, placing it at rank #1,280 of 2,879 stocks — the top half of the AI-ranked universe. STOK scores in the top quartile across revenue growth (98.2). Areas of concern include revenue scale (23.7) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 10.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Stoke Therapeutics, Inc. reports quarterly revenue of $6.2M, net income of $-50.0M, free cash flow of $-60.9M. Top institutional holders of STOK by reported 13-F value include RTW INVESTMENTS,, BlackRock,, FMR, based on the most recent SEC filings. STOK trades on the Nasdaq exchange and files with the SEC under CIK 1623526. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate STOK daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Stoke Therapeutics, Inc. directly from SEC EDGAR. Stoke Therapeutics, Inc.'s 13F Pro composite quality score has ranged between 7 and 72 since 2023, currently 53.4 — an improving long-term trajectory across 48 quarterly and live scoring snapshots.
Revenue
Q1 2026
$6.2M
Net Income
Q1 2026
$-50.0M
Free Cash Flow
Q1 2026
$-60.9M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+316.3% YoYNet Income
+15.0% YoYOperating Income
+11.7% YoYEPS (Diluted)
+30.7% YoYTotal Assets
+18.9% YoYOp. Cash Flow
-7.1% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $36.6M +316.3% | $8.8M -29.2% | $12.4M | — | — | — |
| Net Income | $-89.0M +15.0% | $-104.7M -3.6% | $-101.1M -93.5% | $-52.2M -61.6% | $-32.3M -158.2% | $-12.5M |
| Operating Income | $-101.4M +11.7% | $-114.8M -10.0% | $-104.4M -96.7% | $-53.0M -48.7% | $-35.7M -179.1% | $-12.8M |
| EPS (Diluted) | $-1.65 +30.7% | $-2.38 +8.5% | $-2.60 | — | — | — |
| Total Assets | $271.6M +18.9% | $228.3M -10.8% | $256.1M -14.0% | $297.9M +30.2% | $228.8M +112.7% | $107.5M |
| Operating Cash Flow | $-86.9M -7.1% | $-81.1M -154.4% | $-31.9M +24.5% | $-42.2M -36.0% | $-31.1M -183.2% | $-11.0M |
AI Insight: STOK Financial Trends
Stoke's Q1 2025 spike ($159M revenue, $113M net income) appears to be a non-recurring event; business has reverted to heavy losses with collapsing cash generation.
• Q1 2025 showed anomalous profitability ($159M revenue, $113M net income, $132M operating cash flow), but Q2–Q1 2026 revenues collapsed to $1–14M with sustained operating losses.
• Operating cash flow deteriorated sharply: $132M in Q1 2025 to -$61M in Q1 2026, signaling severe cash burn acceleration in core operations.
• Equity oscillated between $229M–$395M over eight quarters; balance sheet appears supported but underlying cash generation is negative and worsening.
⚠ Q1 2026 operating cash flow of -$61M is the worst on record; runway and sustainability of current equity base require urgent scrutiny.
⚠ Q1 2025 likely reflects a one-time licensing/milestone event; investigate nature and whether repeatable revenue drivers exist.
AI Insight: STOK Ratio Trends
Stoke remains unprofitable across all return metrics; Q1 2025's anomalous profitability was not sustained.
• ROE deteriorated from -50.6% in Q1 2026 to -65.8% in Q4 2025, reflecting deepening equity losses.
• ROIC declined from -23.8% in Q4 2024 to -69.7% in Q4 2025, signaling worsening capital efficiency.
• Q1 2025 showed anomalous 70.2% OpMargin and 71.2% NPM; Q2 2025 swung to -197.6% OpMargin, suggesting accounting volatility.
⚠ TTM ROIC at -46.9% vs. Q1 2026 quarterly -54.1% indicates deteriorating recent-quarter performance despite TTM averaging.
⚠ Persistent negative ROA (-45.1% Q1 2026) and ROE (-50.6%) signal no path to profitability visible in trailing data.
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Available Research
13F Pro tracks comprehensive data for Stoke Therapeutics, Inc. including:
Top Institutional Holders of STOK
RTW INVESTMENTS, LP
$183.1M5,623,525 shBlackRock, Inc.
$175.4M5,385,714 shFMR LLC
$175.3M5,383,666 shLynx1 Capital Management LP
$155.1M4,763,673 shRedmile Group, LLC
$135.6M4,164,120 shMORGAN STANLEY
$111.5M3,423,280 shBAKER BROS. ADVISORS LP
$108.6M3,336,697 shTORONTO DOMINION BANK
$103.3M3,173,258 shWELLINGTON MANAGEMENT GROUP LLP
$100.8M3,095,700 shBVF INC/IL
$82.9M2,547,557 sh
| Fund | Value | Shares |
|---|---|---|
| RTW INVESTMENTS, LP | $183.1M | 5,623,525 |
| BlackRock, Inc. | $175.4M | 5,385,714 |
| FMR LLC | $175.3M | 5,383,666 |
| Lynx1 Capital Management LP | $155.1M | 4,763,673 |
| Redmile Group, LLC | $135.6M | 4,164,120 |
| MORGAN STANLEY | $111.5M | 3,423,280 |
| BAKER BROS. ADVISORS LP | $108.6M | 3,336,697 |
| TORONTO DOMINION BANK | $103.3M | 3,173,258 |
| WELLINGTON MANAGEMENT GROUP LLP | $100.8M | 3,095,700 |
| BVF INC/IL | $82.9M | 2,547,557 |
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Popular Research
Is STOK a good stock to buy?
13F Pro's AI-powered analysis of Stoke Therapeutics, Inc. (STOK) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for STOK are available on the STOK stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own STOK?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling STOK. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Stoke Therapeutics, Inc.'s investment landscape.