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

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

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 Stock Up 2.7%

Shares of Agios Pharmaceuticals stock traded up $0.76 during trading on Thursday, reaching $28.47. The company’s stock had a trading volume of 433,400 shares, compared to its average volume of 924,414. The company has a market capitalization of $1.66 billion, a P/E ratio of -4.10 and a beta of 0.91. Agios Pharmaceuticals has a 12-month low of $22.24 and a 12-month high of $46.00. The business has a 50 day moving average price of $27.37 and a 200-day moving average price of $34.17.

Analyst Ratings Changes

A number of research firms recently commented on AGIO. Wall Street Zen cut shares of Agios Pharmaceuticals from a “hold” rating to a “sell” rating in a research report on Saturday, November 22nd. Zacks Research upgraded Agios Pharmaceuticals from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Weiss Ratings reiterated a “sell (d)” rating on shares of Agios Pharmaceuticals in a research report on Monday, December 29th. Citigroup restated a “buy” rating on shares of Agios Pharmaceuticals in a report on Friday, December 26th. Finally, Bank of America boosted their price target on shares of Agios Pharmaceuticals from $32.00 to $34.00 and gave the company a “buy” rating in a research report on Wednesday, December 24th. Six research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $39.78.

Insider Activity at Agios Pharmaceuticals

In other news, insider James William Burns sold 2,932 shares of Agios Pharmaceuticals stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $27.09, for a total transaction of $79,427.88. Following the completion of the sale, the insider directly owned 31,718 shares in the company, valued at $859,240.62. The trade was a 8.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, 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 in the company, valued at $1,755,296.55. This trade represents a 4.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 33,303 shares of company stock valued at $901,977 in the last ninety days. Company insiders own 4.30% of the company’s stock.

Hedge Funds Weigh In On Agios Pharmaceuticals

Large investors have recently bought and sold shares of the business. AQR Capital Management LLC increased its holdings in shares of 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 acquiring an additional 20,625 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Agios Pharmaceuticals by 7.2% during the first 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 in the last quarter. NewEdge Advisors LLC bought a new position in Agios Pharmaceuticals during the first quarter valued at about $40,000. Goldman Sachs Group Inc. increased its holdings in Agios Pharmaceuticals by 16.1% in the 1st 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 acquired a new position in Agios Pharmaceuticals in the first quarter worth about $597,000.

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.