Taysha Gene Therapies

TSHA · NASDAQ

$4.11+$0.17 (+4.31%)TodayMarket closed · Oct 20, 7:55 PM ET

Prev close $3.94

TSHA analyst rating

BuyConsensus of 12 analysts over the last 12 months. 100% rate it a buy.

Strong buy1
Buy11
Hold0
Underperform0
Sell0

12-month price target · 15 analysts

Average $13.26 (+222.6% upside)

Low: $9.09
Now: $4.11
High: $19.95

Upgrades and downgrades

The latest rating actions, newest first

TSHA analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wolfe Research	Sep 17, 2026	Initiates	Outperform	—	37%
Goldman Sachs	Jul 21, 2026	Maintains	Buy	$11.00 → $13.00	47%
Citizens	Jul 2, 2026	Maintains	Market Outperform	$11.00	14%
Needham	Jun 30, 2026	Maintains	Buy	$12.00	38%
Baird	Jun 30, 2026	Maintains	Outperform	$12.00 → $15.00	33%
BMO Capital	Jun 23, 2026	Maintains	Outperform	$10.00 → $14.00	57%
B of A Securities	Jun 23, 2026	Maintains	Buy	$9.00 → $10.00	45%
Citizens	Jun 23, 2026	Maintains	Market Outperform	$8.00 → $11.00	47%
Needham	Jun 22, 2026	Maintains	Buy	$12.00	38%
Canaccord Genuity	Apr 6, 2026	Maintains	Buy	$14.00 → $17.00	41%

The case for and against

Updated Oct 21, 2026

Bull case

Taysha Gene Therapies is viewed positively because TSHA-102 has shown compelling Rett syndrome efficacy, with an 83% response rate at six months rising to 100% at 12 months in 12 initial patients, alongside 310 total functional gains and 31 developmental milestones. These results sit well above the FDA-aligned 33% threshold, suggest broad benefit across communication, motor skills, sleep, and seizures, and are reinforced by continued improvement with longer follow-up and excellent safety. The outlook is further supported by a strong probability of success in the pivotal REVEAL readout in 1H27, while the company remains a single-segment, clinical-stage gene therapy business focused on a high-need indication with no approved disease-modifying therapy.

Bear case

Taysha Gene Therapies is viewed negatively because its lead programs still face meaningful clinical and regulatory uncertainty despite encouraging efficacy signals, and the dataset remains small relative to the burden of proving durable, differentiated benefit. Safety concerns are a key overhang, including the prior higher-dose NGN-401 systemic hyperinflammatory syndrome/HLH-like immune toxicity and the second sensory neuropathy case that raises the possibility of dorsal root ganglion toxicity, even as Taysha reported no treatment-related SAEs or DLTs across N=29 for TSHA-102 and N=35 at the current NGN-401 dose. Financially, the company is likely to require additional equity financing to advance development and build commercialization capabilities, creating dilution risk in a capital-intensive, highly competitive gene therapy market.

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