Agios Pharmaceuticals (NASDAQ:AGIO) Posts Earnings Results, Beats Expectations By $0.11 EPS

Agios Pharmaceuticals (NASDAQ:AGIO) posted its earnings results on Thursday. The biopharmaceutical company reported ($1.85) earnings per share (EPS) for the quarter, beating the consensus estimate of ($1.96) by $0.11, FiscalAI reports. Agios Pharmaceuticals had a negative return on equity of 28.35% and a negative net margin of 895.86%.The firm had revenue of $19.97 million for the quarter, compared to analysts’ expectations of $12.06 million. Agios Pharmaceuticals’s revenue for the quarter was up 86.9% compared to the same quarter last year.

Here are the key takeaways from Agios Pharmaceuticals’ conference call:

• ACTIVASE was approved in the U.S. (Dec 23) and the launch is underway with 44 prescriptions written in the first five weeks; conversion from prescription to treatment initiation is expected to average ~10–12 weeks and the REMS has not been a reported barrier so far.
• Commercial momentum for PYRUKYND continued — Q4 net revenue was $20M and full-year 2025 revenue was $54M, with Agios forecasting U.S. PK deficiency revenues of $45–50M for 2026.
• Multiple near-term R&D catalysts ahead — a pre-sNDA meeting for mitapivat in sickle cell is expected this quarter, tebapivat phase II enrollment is complete with top-line SCD data expected H2 and MDS phase IIb data expected H1, plus early-stage readouts for AG-236 and AG-181.
• Agios ended 2025 with approximately $1.2 billion in cash and expects 2026 operating expenses to be roughly flat, citing a declared path to profitability via thalassemia and PK deficiency but without a specific timing commitment.

Agios Pharmaceuticals Price Performance

Shares of Agios Pharmaceuticals stock traded up $0.74 during trading on Thursday, hitting $28.45. 297,395 shares of the company’s stock traded hands, compared to its average volume of 919,579. Agios Pharmaceuticals has a 1 year low of $22.24 and a 1 year high of $46.00. The business has a 50-day simple moving average of $27.37 and a 200-day simple moving average of $34.17. The stock has a market capitalization of $1.66 billion, a P/E ratio of -4.08 and a beta of 0.91.

Analyst Upgrades and Downgrades

AGIO has been the topic of a number of research reports. Royal Bank Of Canada cut shares of Agios Pharmaceuticals from an “outperform” rating to a “sector perform” rating and dropped their target price for the company from $57.00 to $28.00 in a report on Wednesday, November 19th. Truist Financial upped their price objective on shares of Agios Pharmaceuticals from $32.00 to $38.00 and gave the stock a “buy” rating in a report on Wednesday, December 24th. HC Wainwright lifted their target price on shares of Agios Pharmaceuticals from $48.00 to $62.00 and gave the company a “buy” rating in a report on Wednesday, December 24th. Bank of America upped their price target on Agios Pharmaceuticals from $32.00 to $34.00 and gave the stock a “buy” rating in a research note on Wednesday, December 24th. Finally, Citigroup reiterated a “buy” rating on shares of Agios Pharmaceuticals in a research note on Friday, December 26th. Six equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Agios Pharmaceuticals has an average rating of “Hold” and a consensus target price of $39.44.

Insider Buying and Selling at Agios Pharmaceuticals

In other Agios Pharmaceuticals news, insider Sarah Gheuens sold 2,932 shares of the stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $27.09, for a total value of $79,427.88. Following the transaction, the insider owned 64,795 shares of the company’s stock, valued at approximately $1,755,296.55. This represents a 4.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Cecilia Jones sold 2,932 shares of the firm’s stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $27.09, for a total transaction of $79,427.88. Following the completion of the transaction, the chief financial officer directly owned 37,394 shares in the company, valued at approximately $1,013,003.46. The trade was a 7.27% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 33,303 shares of company stock worth $901,977. 4.30% of the stock is owned by company insiders.

Institutional Trading of Agios Pharmaceuticals

Several institutional investors and hedge funds have recently added to or reduced their stakes in AGIO. AQR Capital Management LLC lifted its stake in Agios Pharmaceuticals by 66.8% in the 1st quarter. AQR Capital Management LLC now owns 51,489 shares of the biopharmaceutical company’s stock worth $1,498,000 after purchasing an additional 20,625 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Agios Pharmaceuticals by 7.2% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 43,327 shares of the biopharmaceutical company’s stock valued at $1,274,000 after buying an additional 2,920 shares during the period. NewEdge Advisors LLC purchased a new position in shares of Agios Pharmaceuticals during the 1st quarter worth about $40,000. Goldman Sachs Group Inc. boosted its position in shares of Agios Pharmaceuticals by 16.1% during the first quarter. Goldman Sachs Group Inc. now owns 658,652 shares of the biopharmaceutical company’s stock valued at $19,299,000 after buying an additional 91,482 shares during the period. Finally, Woodline Partners LP bought a new position in Agios Pharmaceuticals in the 1st quarter valued at $597,000.

About Agios Pharmaceuticals

Agios Pharmaceuticals, Inc is a biopharmaceutical company founded in 2008 as a spin-out from research at Dana-Farber Cancer Institute and the Broad Institute. Headquartered in Cambridge, Massachusetts, Agios focuses on understanding and targeting cellular metabolism to develop novel therapies for cancer and rare genetic diseases. The company’s scientific platform integrates genomic discovery, metabolic profiling and precision medicine approaches to identify and advance small-molecule candidates that correct or exploit metabolic dysfunction.

Agios’s lead products are IDH (isocitrate dehydrogenase) inhibitors that target specific cancer mutations.