HC Wainwright Issues Positive Forecast for Agios Pharmaceuticals (NASDAQ:AGIO) Stock Price

Agios Pharmaceuticals (NASDAQ:AGIO) had its target price upped by HC Wainwright from $62.00 to $65.00 in a research note published on Thursday,Benzinga reports. The brokerage currently has a buy rating on the biopharmaceutical company’s stock.

Several other analysts also recently issued reports on the stock. Zacks Research raised shares of Agios Pharmaceuticals from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Royal Bank Of Canada lowered shares of Agios Pharmaceuticals from an “outperform” rating to a “sector perform” rating and decreased their target price for the stock from $57.00 to $28.00 in a research report on Wednesday, November 19th. Bank of America boosted their price target on Agios Pharmaceuticals from $32.00 to $34.00 and gave the company a “buy” rating in a report on Wednesday, December 24th. Citigroup reissued a “buy” rating on shares of Agios Pharmaceuticals in a research note on Friday, December 26th. Finally, Leerink Partners raised their price objective on Agios Pharmaceuticals from $34.00 to $40.00 and gave the stock an “outperform” rating in a report on Friday, December 26th. Six investment 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, the company has an average rating of “Hold” and a consensus price target of $39.78.

Agios Pharmaceuticals Trading Up 1.3%

NASDAQ AGIO opened at $28.07 on Thursday. Agios Pharmaceuticals has a 12-month low of $22.24 and a 12-month high of $46.00. The stock has a market capitalization of $1.64 billion, a price-to-earnings ratio of -4.01 and a beta of 0.91. The business’s 50 day moving average is $27.39 and its two-hundred day moving average is $34.13.

Insiders Place Their Bets

In related news, CEO Brian Goff sold 18,703 shares of the stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $27.09, for a total transaction of $506,664.27. Following the sale, the chief executive officer owned 136,583 shares in the company, valued at $3,700,033.47. This represents a 12.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Tsveta Milanova 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 transaction of $79,427.88. Following the completion of the sale, the insider directly owned 29,190 shares in the company, valued at approximately $790,757.10. This trade represents a 9.13% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 33,303 shares of company stock worth $901,977. Corporate insiders own 4.30% of the company’s stock.

Institutional Investors Weigh In On Agios Pharmaceuticals

Hedge funds and other institutional investors have recently bought and sold shares of the business. Marshall Wace LLP raised its holdings in shares of Agios Pharmaceuticals by 31.4% during the second quarter. Marshall Wace LLP now owns 684,669 shares of the biopharmaceutical company’s stock worth $22,772,000 after acquiring an additional 163,796 shares in the last quarter. Assenagon Asset Management S.A. bought a new position in shares of Agios Pharmaceuticals in the 3rd quarter worth $2,696,000. Frazier Life Sciences Management L.P. grew its position in shares of Agios Pharmaceuticals by 19.6% during the 2nd quarter. Frazier Life Sciences Management L.P. now owns 1,279,754 shares of the biopharmaceutical company’s stock worth $42,565,000 after buying an additional 209,900 shares during the period. Boothbay Fund Management LLC raised its holdings in Agios Pharmaceuticals by 71.1% in the second quarter. Boothbay Fund Management LLC now owns 447,019 shares of the biopharmaceutical company’s stock worth $14,868,000 after purchasing an additional 185,798 shares during the period. Finally, Connor Clark & Lunn Investment Management Ltd. grew its stake in Agios Pharmaceuticals by 30.7% in the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 505,225 shares of the biopharmaceutical company’s stock valued at $16,804,000 after acquiring an additional 118,702 shares during the period.

Key Agios Pharmaceuticals News

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

• Positive Sentiment: Q4 results beat consensus: Agios reported a smaller-than-expected GAAP loss and revenue well above estimates (revenue up ~87% year-over-year), driven by commercial product sales; management provided a business update alongside the release. Agios Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Commercial momentum and approvals: PYRUKYND (mitapivat) generated ~$20M in Q4 and $54M for the full year; AQVESME (mitapivat) for thalassemia is now available in the U.S., providing an expanding commercial footprint. Product revenue and approval update
• Positive Sentiment: Strong cash position: Agios reported about $1.2 billion in cash, cash equivalents and marketable securities, supporting ongoing commercial rollouts and clinical programs. Balance sheet detail
• Positive Sentiment: Analyst upgrade/price-target lift: HC Wainwright raised its price target to $65 and reiterated a Buy rating, signaling bullish analyst sentiment and implying material upside versus the current share price. HC Wainwright price-target raise
• Positive Sentiment: Near-term clinical catalysts: Agios expects a pre-sNDA meeting with the FDA for mitapivat in sickle cell disease in Q1 2026, and the Phase 2 tebapivat sickle cell trial is fully enrolled with topline results expected in H2 2026—both are potential binary catalysts. Clinical and regulatory timeline
• Neutral Sentiment: Earnings call transcript and detailed commentary are available for investors who want management’s tone and forward commentary. Q4 2025 earnings call transcript
• Neutral Sentiment: Short-interest data reported in recent summaries appears inconsistent/garbled (values showing zero/NaN), so short-interest signals are unreliable in the near term; monitor later filings for clarity.
• Negative Sentiment: Profitability and margins remain a concern: Agios is still unprofitable (Q4 GAAP loss of $1.85 per share) with steep negative net margin and negative ROE, meaning valuation relies heavily on future commercial ramp and clinical success. Earnings loss and margin detail
• Negative Sentiment: Technical/valuation headwinds: the stock is trading below its 200-day moving average, signaling a longer-term downtrend that could limit near-term upside absent clear proof of sustained commercial growth.

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.