DM

Disc Medicine, Inc.

IRON·NASDAQ

$70.35

-2.3%
HealthcareBiotechnology

Disc Medicine, Inc., a clinical-stage biotechnology company, engages in discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases. It builds a portfolio of therapeutic candidates that address a spectrum of hematologic diseases by targeting fundamental biological pathways of red blood cell biology, primarily heme biosynthesis and iron homeostasis. The company is based in Watertown, Massachusetts.

At a Glance

Live Snapshot
Market Cap$2.69B
EPS-6.0100
P/E Ratio-11.71
Earnings Date08/06/2026
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Disc Medicine, Inc. Street Expectations Map

IRON · NASDAQ

Wall Street analysts project that IRON stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 103.33, with estimates ranging from a low of 80.00 to a high of 125.00.

Lowest Target
80.00
13.72%
Consensus Target
103.33
46.88%
Highest Target
125.00
77.68%

The consensus 1-year price target stands at 103.33, with estimates ranging from a low of 80.00 to a high of 125.00.

Analyst Consensus Analysis

Upside Potential

+46.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

43.5% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Disc Medicine, Inc. Forward Estimates of Revenue

IRON · NASDAQ
Latest Revenue
0.00
FY 2025
Avg Estimate
3.16M
FY 2026
Estimate Range
2.32M - 4.38M
Analyst Spread

Forward Growth Analysis

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread65%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

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Disc Medicine, Inc. Forward Estimates of Net Income

IRON · NASDAQ
Latest Net Income
-212.18M
FY 2025
Avg Estimate
-239.51M
FY 2026
Estimate Range
-268.61M - -210.41M
Analyst Spread

Forward Growth Analysis

Projected Growth-12.9%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread24%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Disc Medicine, Inc. Forward Estimates of EPS

IRON · NASDAQ
Latest EPS
-6.01
FY 2025
Avg Estimate
$-6.94
FY 2026
Estimate Range
$-7.61 - $-5.96
Analyst Spread

Forward Growth Analysis

Projected Growth-15.5%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread24%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Disc Medicine, Inc. Forward Estimates of EBIT

IRON · NASDAQ
Latest EBIT
-208.22M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth+100.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Disc Medicine, Inc. Forward Estimates of EBITDA

IRON · NASDAQ
Latest EBITDA
-207.94M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth+100.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Disc Medicine, Inc. Forward Estimates of SG&A Expense

IRON · NASDAQ
Latest SG&A Expense
65.38M
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Projected Growth-100.0%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

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Disc Medicine, Inc. Insider Positioning

IRON · NASDAQ

During the last 12 months, insiders have sold $73.24M worth of IRON shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

3.5K

233.47K

Net Activity

-233K

-$233K

3-6 Months

Bought

0

0.00

Sold

60.9K

4.42M

Net Activity

-4.4M

-$4.42M

6-9 Months

Bought

0

0.00

Sold

776.5K

62.34M

Net Activity

-62.3M

-$62.34M

9-12 Months

Bought

0

0.00

Sold

104.0K

6.24M

Net Activity

-6.2M

-$6.24M

Top Buyers

No buying activity

Top Sellers

1
ADL

Ai Dmi Llc

10 Percent Owner

744.0K shares•1 transactions

$59.87M

2
BK

Bitterman Kevin

Director

127.4K shares•14 transactions

$8.59M

3
QJD

Quisel John D

Director, Officer: Chief Executive Officer

24.5K shares•4 transactions

$1.54M

4
YJY

Yu Jonathan Yen-Wen

Officer: Chief Operating Officer

11.3K shares•2 transactions

$894K

5
SWJ

Savage William Jacob

Officer: Chief Medical Officer

14.2K shares•4 transactions

$876K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $73.24M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$233K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.