HC Wainwright Issues Positive Estimate for AGIO Earnings

Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) – HC Wainwright boosted their Q1 2026 earnings per share (EPS) estimates for Agios Pharmaceuticals in a report issued on Thursday, February 12th. HC Wainwright analyst E. Bodnar now expects that the biopharmaceutical company will post earnings per share of ($1.82) for the quarter, up from their prior estimate of ($1.86). HC Wainwright has a “Buy” rating and a $65.00 price target on the stock. The consensus estimate for Agios Pharmaceuticals’ current full-year earnings is ($6.85) per share. HC Wainwright also issued estimates for Agios Pharmaceuticals’ Q2 2026 earnings at ($1.66) EPS, Q3 2026 earnings at ($1.63) EPS, Q4 2026 earnings at ($1.58) EPS, FY2026 earnings at ($6.68) EPS, FY2027 earnings at ($5.48) EPS, FY2028 earnings at ($4.24) EPS and FY2029 earnings at ($2.49) EPS.

AGIO has been the topic of a number of other reports. Wall Street Zen raised shares of Agios Pharmaceuticals from a “sell” rating to a “hold” rating in a research note on Saturday. Bank of America raised their price target on shares of Agios Pharmaceuticals from $32.00 to $34.00 and gave the stock a “buy” rating in a report on Wednesday, December 24th. JPMorgan Chase & Co. lifted their price target on shares of Agios Pharmaceuticals from $20.00 to $25.00 and gave the company a “neutral” rating in a research report on Tuesday, January 6th. Citigroup reiterated a “buy” rating on shares of Agios Pharmaceuticals in a report on Friday, December 26th. Finally, The Goldman Sachs Group cut their target price on Agios Pharmaceuticals from $40.00 to $25.00 and set a “neutral” rating for the company in a research note on Thursday, November 20th. Six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Agios Pharmaceuticals has an average rating of “Hold” and a consensus price target of $39.78.

Agios Pharmaceuticals Stock Down 0.4%

NASDAQ AGIO opened at $27.96 on Monday. The business’s fifty day simple moving average is $27.39 and its 200-day simple moving average is $34.01. The firm has a market cap of $1.64 billion, a PE ratio of -3.93 and a beta of 0.91. Agios Pharmaceuticals has a 52 week low of $22.24 and a 52 week high of $46.00.

Hedge Funds Weigh In On Agios Pharmaceuticals

Several institutional investors have recently bought and sold shares of the company. Bellevue Group AG lifted its position in shares of Agios Pharmaceuticals by 3.5% during the third quarter. Bellevue Group AG now owns 3,714,736 shares of the biopharmaceutical company’s stock worth $149,110,000 after purchasing an additional 124,586 shares in the last quarter. State Street Corp increased its stake in Agios Pharmaceuticals by 37.4% during the 4th quarter. State Street Corp now owns 3,108,145 shares of the biopharmaceutical company’s stock worth $84,604,000 after buying an additional 845,433 shares during the period. Erste Asset Management GmbH grew its stake in shares of Agios Pharmaceuticals by 1.4% in the fourth quarter. Erste Asset Management GmbH now owns 2,804,900 shares of the biopharmaceutical company’s stock worth $76,343,000 after acquiring an additional 40,000 shares in the last quarter. Wellington Management Group LLP grew its stake in shares of Agios Pharmaceuticals by 485.5% in the third quarter. Wellington Management Group LLP now owns 2,471,416 shares of the biopharmaceutical company’s stock worth $99,203,000 after acquiring an additional 2,049,287 shares in the last quarter. Finally, Commodore Capital LP raised its stake in shares of Agios Pharmaceuticals by 0.6% in the third quarter. Commodore Capital LP now owns 2,338,287 shares of the biopharmaceutical company’s stock valued at $93,859,000 after acquiring an additional 13,287 shares in the last quarter.

Insiders Place Their Bets

In other news, insider Tsveta Milanova sold 2,872 shares of Agios Pharmaceuticals stock in a transaction on Monday, January 5th. The stock was sold at an average price of $27.02, for a total value of $77,601.44. Following the completion of the sale, the insider directly owned 34,793 shares of the company’s stock, valued at approximately $940,106.86. The trade was a 7.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Sarah Gheuens sold 2,932 shares of the business’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $27.09, for a total value of $79,427.88. Following the completion of the sale, the insider owned 64,795 shares in the company, valued at $1,755,296.55. This represents a 4.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 33,303 shares of company stock worth $901,977. Insiders own 4.93% of the company’s stock.

Agios Pharmaceuticals News Roundup

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

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.