Starling Oncology, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Starling Oncology reported Q2 2026 revenue of $161.3M (up 34.6% YoY) and achieved positive Adjusted EBITDA of $229K vs. $(4.1)M loss YoY. The company raised full-year 2026 revenue guidance from $630–$650M to $650–$670M and gross profit guidance from $97–$107M to $105–$110M. Key drivers: Specialty Pharmacy revenue surged 58% YoY; the company added ~230,000 capitated lives via an exclusivity agreement with a major California partner and signed first delegated contracts in Nevada and Oregon; Adjusted EBITDA guidance raised from $0–$9M to $2–$7M.
Why this rating
Material operational inflection (EBITDA breakeven → positive) and meaningful topline acceleration relative to $137M market cap; guidance raise validates execution; capitated life growth is strategic leverage for future margin expansion.
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