Top 10 stocks. Once a month. Expert picks, straight to your inbox.See the newsletter
Moderna logo

Moderna

MRNA
$54.82
+1%since Benson's first pick

Market price data through July 31, 2026.

Performance

Aug 2021Jul 2026

Benson's first pick
$0$174$348$521Aug 2021Oct 2022Jan 2024May 2025Jul 2026Benson picked · $55.60
Model signal
Hold
What Benson's model currently says about this stock.
Benson rating
3.0 / 5
Benson's overall conviction in this stock right now.
Risk
Low risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
+1%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$54
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
April 2026
The month this stock first became a Benson pick.
Tracking duration
3 months
How long Benson has been tracking this pick.

About Moderna

Moderna is the biotech company that became a household name with its COVID vaccine. It uses mRNA, a set of instructions that teaches your body to build a protein and defend itself. The COVID windfall is long gone, and Moderna is now trying to prove it can win with flu shots, RSV shots, and cancer treatments instead.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Fifth Product

    Moderna is on the verge of adding a fifth approved product, with a U.S. decision on its seasonal flu vaccine due August 5th after an advisory panel backed it unanimously. It also signed a European contract covering up to 24 million doses of its RSV shot and won new approvals in Australia, Mexico, Japan, and Taiwan. That is why the company still expects sales to grow up to 10% this year.

  • Leaner Machine

    Moderna keeps squeezing costs. Research spending fell 7% to 651 million dollars last quarter and overhead fell 6% to 216 million dollars. Because of that, the company now expects to finish the year with 4.7 to 5.2 billion dollars in the bank, about 200 million dollars better than it previously planned.

Bear case
  • Cash Clock

    Moderna lost 782 million dollars in a single quarter. Its cash pile dropped from 7.5 billion to 6.9 billion dollars in three months, and it paid another 950 million dollars in July to settle a lawsuit. Every quarter without a hit product shortens the runway.

  • Pipeline Misses

    The norovirus vaccine, aimed at the stomach bug that shuts down cruise ships, failed to clear the bar at an early look at its big trial, and now needs more patients enrolled. Meanwhile quarterly sales were just 145 million dollars, versus 142 million a year ago, so almost everything rides on the pipeline.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-07-31. Model signals, scores, and risk labels can change and may be incomplete or wrong.

Want Benson to watch MRNA for you?

Get the app to follow every Benson pick live — and let Benson do the research for you.