Agios Pharmaceuticals (NASDAQ:AGIO) Raised to “Hold” at Wall Street Zen

Agios Pharmaceuticals (NASDAQ:AGIO) was upgraded by equities researchers at Wall Street Zen from a “sell” rating to a “hold” rating in a report released on Saturday.

Several other equities research analysts have also commented on AGIO. Citigroup restated a “buy” rating on shares of Agios Pharmaceuticals in a research report on Friday, December 26th. JPMorgan Chase & Co. increased their price target on shares of Agios Pharmaceuticals from $20.00 to $25.00 and gave the stock a “neutral” rating in a report on Tuesday, January 6th. The Goldman Sachs Group cut their price objective on shares of Agios Pharmaceuticals from $40.00 to $25.00 and set a “neutral” rating for the company in a report on Thursday, November 20th. Leerink Partners upped their price objective on shares of Agios Pharmaceuticals from $34.00 to $40.00 and gave the stock an “outperform” rating in a research report on Friday, December 26th. Finally, Zacks Research upgraded Agios Pharmaceuticals from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $39.78.

Agios Pharmaceuticals Price Performance

NASDAQ AGIO opened at $27.96 on Friday. Agios Pharmaceuticals has a 1 year low of $22.24 and a 1 year high of $46.00. The company has a market capitalization of $1.64 billion, a PE ratio of -3.93 and a beta of 0.91. The company has a fifty day moving average of $27.39 and a 200 day moving average of $34.01.

Insider Buying and Selling at Agios Pharmaceuticals

In related news, insider Sarah Gheuens sold 2,932 shares of the firm’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $27.09, for a total value of $79,427.88. Following the transaction, the insider directly owned 64,795 shares of the company’s stock, valued at approximately $1,755,296.55. This trade represents a 4.33% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider James William Burns sold 2,932 shares of the business’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 value of $79,427.88. Following the sale, the insider owned 31,718 shares of the company’s stock, valued at approximately $859,240.62. This trade represents a 8.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 33,303 shares of company stock valued at $901,977. Corporate insiders own 4.93% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Assetmark Inc. boosted its stake in Agios Pharmaceuticals by 37.9% during the 4th quarter. Assetmark Inc. now owns 1,317 shares of the biopharmaceutical company’s stock worth $36,000 after purchasing an additional 362 shares during the last quarter. NewEdge Advisors LLC purchased a new position in shares of Agios Pharmaceuticals in the first quarter worth about $40,000. First Horizon Corp acquired a new position in Agios Pharmaceuticals during the third quarter worth about $45,000. Caitong International Asset Management Co. Ltd purchased a new stake in Agios Pharmaceuticals during the 4th quarter valued at about $49,000. Finally, Eurizon Capital SGR S.p.A. acquired a new stake in Agios Pharmaceuticals in the 4th quarter valued at about $72,000.

Key Headlines Impacting Agios Pharmaceuticals

Here are the key news stories impacting Agios Pharmaceuticals this week:

• Positive Sentiment: Q4 results beat expectations — Agios reported revenue of $19.97M (vs. ~ $12.1M est.) and an EPS loss narrower than expected (‑$1.85 vs. ‑$1.97 est.), driven in part by a 49% year‑over‑year increase in PYRUKYND (mitapivat) sales. The release also included the quarterly slide deck and call. Agios Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Analyst upgrade / higher price target — HC Wainwright reiterated a Buy and raised its price target to $65 (from $62), implying substantial upside versus current levels; the firm also published bullish FY2030 estimates. This can support investor optimism about long‑term upside. Benzinga: HC Wainwright raises price target
• Neutral Sentiment: Pipeline and commercialization milestones — AQVESME (mitapivat) is now available in the U.S. for thalassemia after FDA approval; Agios plans a pre‑sNDA meeting for mitapivat in sickle cell disease in Q1 and its Phase 2 tebapivat sickle cell trial is fully enrolled with topline expected in H2 2026. These are important milestones but outcomes/timing remain uncertain. Agios Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Neutral Sentiment: Investor materials available — the earnings call transcript and presentation were posted (useful for deep dives into revenue mix, commercialization cadence and R&D spend). Agios Pharmaceuticals 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Short‑interest data appears inconsistent — recent reports show zero shares shorted (with NaN changes), suggesting a likely data anomaly rather than a material change in short positioning; treat this item as noisy.
• Negative Sentiment: Profitability and valuation headwinds — Agios remains unprofitable (very negative net margin and negative ROE reported) and the stock is trading below its 200‑day moving average, which may pressure sentiment until consistent positive cash‑flow trends appear. Agios Q4 earnings snapshot and transcript

Agios Pharmaceuticals Company Profile

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.