Zacks Research Analysts Lift Earnings Estimates for AGIO

Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) – Investment analysts at Zacks Research raised their Q1 2026 earnings per share estimates for shares of Agios Pharmaceuticals in a research note issued on Wednesday, March 4th. Zacks Research analyst Team now expects that the biopharmaceutical company will earn ($1.83) per share for the quarter, up from their prior estimate of ($1.85). The consensus estimate for Agios Pharmaceuticals’ current full-year earnings is ($6.85) per share. Zacks Research also issued estimates for Agios Pharmaceuticals’ Q2 2026 earnings at ($1.90) EPS, Q3 2026 earnings at ($1.88) EPS, Q4 2026 earnings at ($1.83) EPS, FY2026 earnings at ($7.44) EPS, Q1 2027 earnings at ($1.59) EPS, Q2 2027 earnings at ($1.63) EPS, Q3 2027 earnings at ($1.61) EPS, Q4 2027 earnings at ($1.53) EPS and FY2027 earnings at ($6.37) EPS.

AGIO has been the topic of a number of other reports. Citigroup increased their price objective on shares of Agios Pharmaceuticals from $38.00 to $46.00 and gave the stock a “buy” rating in a research note on Thursday. HC Wainwright boosted their target price on shares of Agios Pharmaceuticals from $62.00 to $65.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Royal Bank Of Canada downgraded shares of Agios Pharmaceuticals from an “outperform” rating to a “sector perform” rating and cut their price target for the stock from $57.00 to $28.00 in a report on Wednesday, November 19th. 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. Finally, Wall Street Zen upgraded shares of Agios Pharmaceuticals from a “sell” rating to a “hold” rating in a research report on Saturday, February 14th. 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 company’s stock. According to data from MarketBeat.com, Agios Pharmaceuticals has a consensus rating of “Hold” and a consensus price target of $40.67.

Agios Pharmaceuticals Stock Down 0.8%

AGIO stock opened at $27.47 on Monday. The company has a market cap of $1.61 billion, a PE ratio of -3.86 and a beta of 0.89. The business has a 50-day simple moving average of $28.05 and a 200 day simple moving average of $33.22. Agios Pharmaceuticals has a 52 week low of $22.24 and a 52 week high of $46.00.

Insider Transactions at Agios Pharmaceuticals

In related news, CFO Cecilia Jones sold 2,932 shares of the company’s stock in a transaction that occurred on 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 in the company, valued at $1,013,003.46. This represents a 7.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Sarah Gheuens sold 2,932 shares of the firm’s stock in a transaction that occurred on 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 owned 64,795 shares in the company, valued at $1,755,296.55. This represents a 4.33% 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. 4.93% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Bellevue Group AG lifted its stake in shares of Agios Pharmaceuticals by 3.5% in the 3rd quarter. Bellevue Group AG now owns 3,714,736 shares of the biopharmaceutical company’s stock valued at $149,110,000 after acquiring an additional 124,586 shares during the last quarter. State Street Corp grew its position 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 acquiring an additional 845,433 shares during the last quarter. Erste Asset Management GmbH increased its holdings in Agios Pharmaceuticals by 1.4% in the 4th quarter. Erste Asset Management GmbH now owns 2,804,900 shares of the biopharmaceutical company’s stock worth $76,343,000 after purchasing an additional 40,000 shares in the last quarter. Wellington Management Group LLP increased its holdings in Agios Pharmaceuticals by 485.5% in the 3rd quarter. Wellington Management Group LLP now owns 2,471,416 shares of the biopharmaceutical company’s stock worth $99,203,000 after purchasing an additional 2,049,287 shares in the last quarter. Finally, Commodore Capital LP raised its position in 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 purchasing an additional 13,287 shares during the last quarter.

Key Stories Impacting Agios Pharmaceuticals

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

• Positive Sentiment: Zacks Research raised several quarterly EPS forecasts (Q1–Q4 2026 & 2027) and lifted FY2027 estimate to ($6.37) from ($6.69), and trimmed FY2026 loss to ($7.44) from ($7.60) — a constructive sign that analysts expect losses to narrow. Zacks estimate revisions (Mar 4, 2026)
• Neutral Sentiment: Although Zacks moved estimates higher, consensus still shows material losses (current consensus cited at around ($6.85) FY), so valuation/earnings recovery remains a multi-quarter story rather than immediate profitability. Consensus and estimates
• Negative Sentiment: Technical and fundamental headwinds: the stock is trading below its 50‑day ($28.05) and 200‑day ($33.24) moving averages, and the firm remains loss-making — factors that can keep downward pressure on the share price despite the estimate upgrades. Trading and technicals

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.