Urogen Pharma (NASDAQ:URGN) Posts Earnings Results, Beats Expectations By $0.01 EPS

Urogen Pharma (NASDAQ:URGN) posted its quarterly earnings data on Wednesday. The company reported ($0.47) EPS for the quarter, beating analysts’ consensus estimates of ($0.48) by $0.01, FiscalAI reports. The business had revenue of $50.96 million during the quarter, compared to analysts’ expectations of $44.83 million.

Here are the key takeaways from Urogen Pharma’s conference call:

• ZUSDURI delivered $29.2M in Q1 revenue (>100% quarter-over-quarter growth) with the permanent J-code cited as a key catalyst for accelerated utilization.
• Commercial adoption is expanding: unique prescribers rose to 256 (from 102), repeat prescribers to 103 (from 32), PEFs and conversion times improved to ~30–35 days in Q1, and payer coverage now exceeds 95%.
• Pipeline momentum continues: the company plans an NDA for UGN-103 in H2 2026 (6-month durability data mid-year; potential 2027 approval), ongoing phase III for UGN-104, and an IND for UGN-501 with a Phase I start planned by year-end.
• Financials show progress (total Q1 revenue $51M, net loss narrowed to $23.6M, and cash of ~$140.3M), but Q1 SG&A jumped as expected and management declined to provide 2026 sales guidance for ZUSDURI, leaving near-term revenue visibility limited.

Urogen Pharma Stock Performance

Shares of NASDAQ:URGN traded up $3.49 during trading on Wednesday, reaching $27.32. The stock had a trading volume of 2,024,108 shares, compared to its average volume of 792,737. The business has a fifty day moving average price of $20.37 and a 200-day moving average price of $21.44. The stock has a market cap of $1.33 billion, a PE ratio of -8.55 and a beta of 1.58. Urogen Pharma has a 1-year low of $3.42 and a 1-year high of $30.00.

Institutional Trading of Urogen Pharma

Institutional investors have recently made changes to their positions in the company. Osaic Holdings Inc. boosted its stake in Urogen Pharma by 491.2% during the second quarter. Osaic Holdings Inc. now owns 3,695 shares of the company’s stock worth $50,000 after buying an additional 3,070 shares during the last quarter. Russell Investments Group Ltd. boosted its stake in Urogen Pharma by 1,594.4% during the third quarter. Russell Investments Group Ltd. now owns 3,321 shares of the company’s stock worth $66,000 after buying an additional 3,125 shares during the last quarter. Tower Research Capital LLC TRC boosted its stake in Urogen Pharma by 422.0% during the second quarter. Tower Research Capital LLC TRC now owns 6,891 shares of the company’s stock worth $94,000 after buying an additional 5,571 shares during the last quarter. Nebula Research & Development LLC acquired a new position in Urogen Pharma during the second quarter worth $162,000. Finally, Man Group plc acquired a new position in Urogen Pharma during the second quarter worth $196,000. 91.29% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on URGN shares. Jefferies Financial Group upgraded Urogen Pharma to a “strong-buy” rating in a research report on Friday, April 24th. Oppenheimer reaffirmed an “outperform” rating on shares of Urogen Pharma in a research note on Monday, March 2nd. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Urogen Pharma in a research note on Monday, April 20th. Finally, D. Boral Capital reaffirmed a “buy” rating and issued a $33.00 price target on shares of Urogen Pharma in a research note on Tuesday, March 31st. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $34.13.

About Urogen Pharma

UroGen Pharma is a clinical-stage biopharmaceutical company focused on developing and commercializing novel treatments for uro-oncology and uro-genital diseases. Founded in 2010 and headquartered in Ra’anana, Israel, with offices in New York, UroGen applies its proprietary RTGel® reverse thermal gel delivery platform to create sustained-release formulations designed for in-office use by urologists.

The company’s lead product, Jelmyto® (mitomycin gel), received U.S. Food and Drug Administration approval in 2020 for the treatment of adults with low-grade upper tract urothelial cancer.