Moderna stock falls after Rothschild Redburn downgrade
Published on 09/04/2026 at 13:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Moderna Inc. (US60770K1034) stock fell after Rothschild & Co Redburn cut the rating to Sell and raised the price target to USD 81 from USD 40 on September 3, 2026. The shares were quoted at USD 146.24 after the initial drop, down 2.9 percent from the previous close, according to market coverage on September 4, 2026.
Sell call after a rally
According to GuruFocus, analyst Simon Baker shifted Moderna to Sell on September 3, 2026 and lifted the target by USD 41, or 102.5 percent, from USD 40 to USD 81. CNBC said the move followed a surge after Moderna and Merck reported positive Phase 3 INTerpath-001 data for the cancer vaccine candidate intismeran autogene.
Price and range
The stock was also trading 16.1 percent below its 52-week high of USD 174.38 from August 2026, while another market snapshot put the price at USD 150.81 on September 3, 2026 before the downgrade-driven pullback. GuruFocus also cited a market capitalization of about USD 60.2 billion.
Cancer vaccine data and the stock move
The latest catalyst is the Phase 3 melanoma readout and the market response around it.
Intismeran autogene
Moderna and Merck said the Phase 3 INTerpath-001 trial for intismeran autogene plus Keytruda reached its primary endpoint in high-risk melanoma, a result that helped drive the stock reaction. The market debate now centers on valuation, because the same readout that lifted the shares also triggered the downgrade and the USD 81 target.
Market snapshot
Moderna stock traded at USD 146.24 on September 4, 2026 after the downgrade-led pullback, with a prior snapshot at USD 150.81 on September 3, 2026 and a 52-week high of USD 174.38 in August 2026.
Moderna fact box
- Company: Moderna Inc.
- ISIN: US60770K1034
- Ticker: MRNA
- Trading venue: NASDAQ
- Price (as of September 4, 2026): USD 146.24
- Market capitalization: USD 60.2 billion (as of September 3, 2026)
- Sector / Industry: Healthcare / Biotechnology
- Index membership: S&P 500
