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Cytokinetics, Incorporated (CYTK) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Healthcare · Biotechnology

Sell if holding. Engine safety override at $78.05: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.0/10. Specifically: High short interest: 21%; Elevated put/call ratio: 1.83; Below-average business quality.

Cytokinetics is a fully-integrated specialty biopharmaceutical company that discovered and commercialized MYQORZO (aficamten), an oral cardiac myosin inhibitor approved in the U.S., EU, and China for symptomatic oHCM in December 2025. Commercial sales commenced in the U.S. in Q1... Read more

$78.05+21.0% A.UpsideScore 5.0/10#82 of 157 Biotechnology
QualityF-score4 / 9FCF yield-3.67%
Stop $72.44Target $94.23(analyst − 10%)A.R:R 1.4:1
Analyst target$104.70+34.1%20 analysts
$94.23our TP
$78.05price
$104.70mean
$69
$146

Sell if holding. Engine safety override at $78.05: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.0/10. Specifically: High short interest: 21%; Elevated put/call ratio: 1.83; Below-average business quality. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.0/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 78d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Recent Developments — Cytokinetics, Incorporated

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Supplier: single source CMOs for MYQORZO
Quality below floor (3.1 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)-16.1
Mkt Cap$10.4B
EV/EBITDA-16.1
Profit Mgn0.0%
ROE
Rev Growth1125.8%
Beta0.38
DividendNone
Rating analysts27

Quality Signals

Piotroski F4/9MoatNarrow

Options Flow

P/C1.83bearish
IV52%elevated
Max Pain$55-29.5% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHSuppliersingle source CMOs for MYQORZO
    10-K Item 1A: 'We currently rely on single source CMOs for the manufacture of any or all of MYQORZO as a finished drug product and the active pharmaceutical ingredient and registered starting materials used in the production of MYQORZO'
  • MEDIUMcounterpartySanofi
    10-K Item 1: 'We depend on Sanofi for commercialization of MYQORZO in China'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Roa
0.0
Net Margin
0.0
Fcf Quality
0.0
Piotroski F
4.4
Moat
5.5
Current Ratio
8.8
Cash-burning: FCF -360% of revenue
GatesA.R:R 1.4 < 1.5@spotMomentum 5.0<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.0>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 78d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
71 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $58.65Resistance $80.20

Price Targets

$72
$94
A.Upside+20.7%
A.R:R1.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.1 < 4.0)
! Reward/Risk 1.4:1 at current price — below 1.5:1 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-06 (78d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CYTK stock a buy right now?

Sell if holding. Engine safety override at $78.05: Quality below floor (3.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.0/10. Specifically: High short interest: 21%; Elevated put/call ratio: 1.83; Below-average business quality. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $72.44. Score 5.0/10, moderate confidence.

What is the CYTK stock price target?

Take-profit target: $94.23 (+21.0% upside). Prior stop was $72.44. Stop-loss: $72.44.

What are the risks of investing in CYTK?

Concentration risk — Supplier: single source CMOs for MYQORZO; Quality below floor (3.1 < 4.0).

Is CYTK overvalued or undervalued?

Cytokinetics, Incorporated trades at a P/E of N/A (forward -16.1). TrendMatrix value score: 7.5/10. Verdict: Sell.

What do analysts say about CYTK?

27 analysts cover CYTK with a consensus score of 4.0/5. Average price target: $105.

What does Cytokinetics, Incorporated do?Cytokinetics is a fully-integrated specialty biopharmaceutical company that discovered and commercialized MYQORZO...

Cytokinetics is a fully-integrated specialty biopharmaceutical company that discovered and commercialized MYQORZO (aficamten), an oral cardiac myosin inhibitor approved in the U.S., EU, and China for symptomatic oHCM in December 2025. Commercial sales commenced in the U.S. in Q1 2026; Sanofi commercializes MYQORZO in China and Bayer has exclusive rights in Japan.

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