Wall Street Zen Upgrades Agios Pharmaceuticals (NASDAQ:AGIO) to Hold

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

A number of other equities analysts also recently commented on AGIO. Citigroup restated a “buy” rating on shares of Agios Pharmaceuticals in a report on Friday, December 26th. Weiss Ratings reissued a “sell (d)” rating on shares of Agios Pharmaceuticals in a research report on Monday, December 29th. Bank of America upped their price objective 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. Truist Financial lifted their target price on shares of Agios Pharmaceuticals from $32.00 to $38.00 and gave the company a “buy” rating in a research note on Wednesday, December 24th. Finally, The Goldman Sachs Group reduced their price target on shares of Agios Pharmaceuticals from $40.00 to $25.00 and set a “neutral” rating on the stock in a research report on Thursday, November 20th. Six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $39.78.

Agios Pharmaceuticals Price Performance

Shares of NASDAQ:AGIO opened at $27.96 on Friday. The stock’s 50-day moving average is $27.39 and its 200 day moving average is $34.07. The company has a market cap of $1.63 billion, a PE ratio of -3.93 and a beta of 0.91. Agios Pharmaceuticals has a 1 year low of $22.24 and a 1 year high of $46.00.

Insider Buying and Selling at Agios Pharmaceuticals

In related news, CFO Cecilia Jones 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 transaction, the chief financial officer directly owned 37,394 shares of the company’s stock, valued at $1,013,003.46. This trade represents a 7.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider James William Burns sold 2,932 shares of the business’s 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 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 position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 33,303 shares of company stock valued at $901,977. Company insiders own 4.30% of the company’s stock.

Hedge Funds Weigh In On Agios Pharmaceuticals

Several large investors have recently made changes to their positions in the business. Marshall Wace LLP boosted its position in shares of Agios Pharmaceuticals by 55.9% in the 4th quarter. Marshall Wace LLP now owns 353,639 shares of the biopharmaceutical company’s stock worth $9,626,000 after purchasing an additional 126,815 shares in the last quarter. Commerce Bank raised its stake in Agios Pharmaceuticals by 38.2% during the fourth quarter. Commerce Bank now owns 12,656 shares of the biopharmaceutical company’s stock valued at $344,000 after buying an additional 3,497 shares during the last quarter. Bridgefront Capital LLC purchased a new position in Agios Pharmaceuticals during the fourth quarter valued at $344,000. Exome Asset Management LLC bought a new stake in Agios Pharmaceuticals in the fourth quarter worth $3,728,000. Finally, Schroder Investment Management Group purchased a new stake in shares of Agios Pharmaceuticals in the fourth quarter worth $1,264,000.

Agios Pharmaceuticals News Summary

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.