IRON Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

-1.702

+73.64%

-1.753

+71.9%

-1.555

-1.58%

Estimates Revision

The market is revising Upward the revenue expectations for Disc Medicine, Inc. (IRON) for FY2026, with the revenue forecasts being adjusted by 45.22% over the past three months. During the same period, the stock price has changed by 12.82%.

Revenue Estimates for FY2026

Revise Upward

+45.22%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+7.77%

In Past 3 Month

Stock Price

Go Up

+12.82%

In Past 3 Month

12 Analyst Rating

Wall Street analysts forecast IRON stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IRON is 114.91 USD with a low forecast of 91.00 USD and a high forecast of 153.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

12 Buy

0 Hold

0 Sell

Strong Buy

Current: 0.000

Low

91.00

Averages

114.91

High

153.00

Current: 0.000

Low

91.00

Averages

114.91

High

153.00

TD Cowen

Buy

maintain

2025-12-19

Reason

TD Cowen

Price Target

2025-12-19

maintain

Buy

Reason

Keeping a Buy rating on Disc Medicine, TD Cowen says the firm believes skepticism on the CNPV path is overblown. Disc's management remains confident, and TD Cowen's Prevision Policy experts suggest that "transactional" approvals - while likely a risk for the broader regulatory landscape should indeed benefit therapies/sponsors that the Agency is clearly excited about. FDA resources are shifting to programs like bitopertin, and the firm's confidence in accelerated approval remains high. Of note, a recent article on the FDA's CNPV program framed Disc's bitopertin as part of broader concerns around the compressed review timelines and governance structure.

BMO Capital

Outperform

maintain

$120

2025-12-19

Reason

BMO Capital

Price Target

$120

2025-12-19

maintain

Outperform

Reason

BMO Capital notes that a STAT article appeared to raise concerns about the feasibility of FDA's Commissioner's National Priority Voucher approval timelines. The same article indicated that CBER director Vinay Prasad had indicated concerns about bitopertin's efficacy. The firm says that discussion with Disc Medicine's management post-STAT article highlights lack of interactions with Prasad but robust active dialogue with FDA. While Prasad may have speculated efficacy concerns related to bitopertin, these have not been communicated to Disc, no adcom has been noted as necessary, and no clear concerning questions around efficacy have been raised, BMO adds. Some procedural questions have been asked by FDA in trying to understand the bitopertin data package and how it may translate to clinical benefit. The firm has an Outperform rating on the shares with a price target of $120.

Jefferies

Roger Song

Buy

maintain

$154

2025-12-19

Reason

Jefferies

Roger Song

Price Target

$154

2025-12-19

maintain

Buy

Reason

After attending Disc Medicine's analyst call in response to the media article that expressed concerns regarding CNPV program and mentioned potential timeline extension on the company's Bitopertin/Erythropoietic Protoporphyria approval and skepticism on efficacy by FDA leader, Jefferies analyst Roger Song says that while the CNPV program's timeline may be under pressure with increasing demand, the firm remains confident on Bitopertin's approval in EPP under CNPV, based on robust efficacy/safety, significant unmet needs, and to-date review experience. The firm sees today's movement as a stock overreaction. Jefferies has a Buy rating on the shares with a price target of $154.

Truist

Buy

maintain

$86 -> $114

2025-11-10

Reason

Truist

Price Target

$86 -> $114

2025-11-10

maintain

Buy

Reason

Truist raised the firm's price target on Disc Medicine to $114 from $86 and keeps a Buy rating on the shares. The firm is updating its model to incorporate Disc's Q3 financial results, the full U.S. bitopertin opportunity in EPP, and an accelerated launch timeline following receipt of the FDA Commissioner's priority review vouchers, the analyst tells investors in a research note.

Stifel

Stephen Willey

resume

$125

2025-11-03

Reason

Stifel

Stephen Willey

Price Target

$125

2025-11-03

resume

Reason

Stifel analyst Stephen Willey resumed coverage of Disc Medicine with a Buy rating and $125 price target. The firm believes the company's clinical-stage portfolio of assets targeting heme biosynthesis and iron bioavailability will prove clinically and commercially relevant across a broad spectrum of hematological disorders, the analyst tells investors. The firm believes the CNPV-accelerated commercialization of bitopertin in erythropoietic and X-linked protoporphyria and favorable confirmatory Phase 3 APOLLO trial prospects "create a clear path to longer-term profitability," the analyst added.

Wedbush

David Nierengarten

Outperform

upgrade

$90 -> $110

2025-10-17

Reason

Wedbush

David Nierengarten

Price Target

$90 -> $110

2025-10-17

upgrade

Outperform

Reason

Wedbush analyst David Nierengarten raised the firm's price target on Disc Medicine to $110 from $90 and keeps an Outperform rating on the shares. The firm notes the company received a Commissioner's National Priority Voucher, reducing drug application review time for bitopertin to 1-2 months. Wedbush expects FDA to decide on Priority Review for bitopertin in EPP/XLP in late November/early December based on a September 30 NDA submission, which could imply regulatory approval by early February 2026.

Valuation Metrics

The current forward P/E ratio for Disc Medicine Inc (IRON.O) is -11.69, compared to its 5-year average forward P/E of -11.00. For a more detailed relative valuation and DCF analysis to assess Disc Medicine Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

-11.00

Current PE

-11.69

Overvalued PE

-8.00

Undervalued PE

-14.01

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

-6.97

Current EV/EBITDA

-10.06

Overvalued EV/EBITDA

-4.87

Undervalued EV/EBITDA

-9.07

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

N/A

5Y Average PS

466.56

Current PS

169.28

Overvalued PS

2054.53

Undervalued PS

-1121.40

Financials

Annual

Quarterly

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

IRON News & Events

Events Timeline

No data

News

5.0

2025-12-26Barron's

Activist Investors Target Seadrill, Vestis, Mastercraft Boat, and Other Stocks

2.0

2025-12-19NASDAQ.COM

Disc Medicine Reaches Oversold Status (IRON)

2.0

2025-12-06Globenewswire

Disc Medicine Reports Positive Initial Data for DISC-0974 in MF Anemia Treatment

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Frequently Asked Questions

What is Disc Medicine Inc (IRON) stock price today?

The current price of IRON is 79.29 USD — it has decreased -2.04 % in the last trading day.

What is Disc Medicine Inc (IRON)'s business?

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases. The Company's pipeline includes bitopertin for the treatment of erythropoietic porphyrias (Eps), including erythropoietic protoporphyria (EPP) and X-linked protoporphyria (XLP), and Diamond-Blackfan Anemia (DBA); DISC-0974 for the treatment of anemia of myelofibrosis (MF), and anemia of chronic kidney disease (CKD), and DISC-3405 (formerly MWTX-003) for the treatment of polycythemia vera (PV) and other hematologic disorders. In addition, its preclinical programs also include DISC-0998, for the treatment of anemia associated with inflammatory diseases. Bitopertin is the lead product candidate in the Company's heme biosynthesis modulation portfolio. It is developing DISC-3405, a monoclonal antibody against Transmembrane Serine Protease 6 that it licensed from Mabwell Therapeutics, Inc.

What is the price predicton of IRON Stock?

What is Disc Medicine Inc (IRON)'s revenue for the last quarter?

Disc Medicine Inc revenue for the last quarter amounts to -67.70M USD, increased 106.04 % YoY.

What is Disc Medicine Inc (IRON)'s earnings per share (EPS) for the last quarter?

Disc Medicine Inc. EPS for the last quarter amounts to -47825000.00 USD, increased 175.47 % YoY.

What changes have occurred in the market's expectations for Disc Medicine Inc (IRON)'s fundamentals?

How many employees does Disc Medicine Inc (IRON). have?

Disc Medicine Inc (IRON) has 84 emplpoyees as of January 09 2026.

What is Disc Medicine Inc (IRON) market cap?

Today IRON has the market capitalization of 3.06B USD.